Civic Intelligence

Phi Theta Gamma

990EZ • Fiscal year 2018 • EIN 27-3771098

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

Organization ProfileN/A
1329 N University Dr No A-3Nacogdoches, TX 75961

(214) 723-2739

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Net Margin

13th percentile

-18%

Higher net margin than 13% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Asset Growth

9th percentile

-31%

Faster asset growth than 9% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

4th percentile

-49%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$3,876

Down $1,750 (-31%) from 2017

Net Assets

Down

$3,876

Down $1,750 (-31%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin13th percentile

Revenue

Down

$9,891

Down $9,619 (-49%) from 2017

Expenses

Down

$11,641

Down $5,158 (-31%) from 2017

Net Income

Down

-$1,750

Down $4,461 (-165%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15K$10K$5.0K$0Assets 2013: $14,684Liabilities 2013: $0Net Assets 2013: $14,6842013Assets 2014: $10,646Liabilities 2014: $0Net Assets 2014: $10,6462014Assets 2015: $6,721Liabilities 2015: $0Net Assets 2015: $6,7212015Assets 2017: $5,626Liabilities 2017: $0Net Assets 2017: $5,6262017Assets 2018: $3,876Liabilities 2018: $0Net Assets 2018: $3,8762018Assets 2020: $6,686Liabilities 2020: $0Net Assets 2020: $6,6862020

Highlighted filing

2018

Assets$3,876
Liabilities$0
Net Assets$3,876
Open 2018 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20K$10K$0-$10KRevenue 2013: $14,357Expenses 2013: $13,732Net Income 2013: $6252013Revenue 2014: $12,668Expenses 2014: $16,706Net Income 2014: -$4,0382014Revenue 2015: $14,295Expenses 2015: $18,220Net Income 2015: -$3,9252015Revenue 2017: $19,510Expenses 2017: $16,799Net Income 2017: $2,7112017Revenue 2018: $9,891Expenses 2018: $11,641Net Income 2018: -$1,7502018Revenue 2020: $4,641Expenses 2020: $2,700Net Income 2020: $1,9412020

Highlighted filing

2018

Revenue$9,891
Expenses$11,641
Net Income-$1,750
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Gross Receipts
$11,007
Mission and Program Overview

Mission

Social organization raising awareness for autism through fundraisers and donations.

Program Services

DescriptionGrantsExpenses
SOCIAL ORGANIZATION RAISING AWARENESS FOR AUTISM THROUGH FUNDRAISERS AND DONATIONS.$0$0
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH D'AGOSTINOPresident-$0--
VICTORIA VASQUEZVice President-$0--
KATE TORRESTreasurer-$0--
NOEMI MANRIQUEZScholarships-$0--
DANI CASTILLOSisterhood-$0--
JAMIE MORREALEPhilanthropy-$0--
MIKAYLA WIEDEMANNHistorian-$0--
JOSIE MLYNARSKIRecruitment-$0--
MIKAYLA WIEDEMANNSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Phi Theta Gamma
EIN
27-3771098
Phone
2147232739
Address
1329 N UNIVERSITY DR NO A-3, NACOGDOCHES, TX 75961

Signing Officer

Name
Victoria Vasquez
Title
2017 Treasurer
Phone
2147232739
Signed
2019-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Hjmr&w Llp
Address
1116 NORTH UNIVERSITY DRIVE, NACOGDOCHES, TX 75961
Preparer
Michael Halls CPA
Phone
9365648186
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: recruitment expense. Amount: 1,045. Description: miscellaneouce exp. Amount: 427. Description: supplies. Amount: 1,773. Description: donations. Amount: 1,000. Description: meals & entertainment. Amount: 2,858. Description: bank fees. Amount: 224. Description: adwards & advancement. Amount: 304. Description: refunds. Amount: 104. Total to form 990-ez, line 16: 7,735.”

Raw XML Appendix150 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NACOGDOCHES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075962
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05626
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1750
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELIZABETH D'AGOSTINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VICTORIA VASQUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATE TORRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NOEMI MANRIQUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DANI CASTILLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JAMIE MORREALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MIKAYLA WIEDEMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOSIE MLYNARSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MIKAYLA WIEDEMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SCHOLARSHIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SISTERHOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PHILANTHROPY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7RECRUITMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt07735
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SOCIAL ORGANIZATION RAISING AWARENESS FOR AUTISM THROUGH FUNDRAISERS AND DONATIONS.
IRS990EZ/PrintingPublicationsPostageAmt019
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SOCIAL ORGANIZATION RAISING AWARENESS FOR AUTISM THROUGH FUNDRAISERS AND DONATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SpecialEventsDirectExpensesAmt01116
IRS990EZ/SpecialEventsNetIncomeLossAmt0-489
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt011641
IRS990EZ/TotalRevenueAmt09891
IRS990EZ/TypeOfOrganizationOtherDesc0CHARITABLE SORORITY
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: RECRUITMENT EXPENSE. AMOUNT: 1,045. DESCRIPTION: MISCELLANEOUCE EXP. AMOUNT: 427. DESCRIPTION: SUPPLIES. AMOUNT: 1,773. DESCRIPTION: DONATIONS. AMOUNT: 1,000. DESCRIPTION: MEALS & ENTERTAINMENT. AMOUNT: 2,858. DESCRIPTION: BANK FEES. AMOUNT: 224. DESCRIPTION: ADWARDS & ADVANCEMENT. AMOUNT: 304. DESCRIPTION: REFUNDS. AMOUNT: 104. TOTAL TO FORM 990-EZ, LINE 16: 7,735.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VICTORIA VASQUEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt02017 TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02147232739
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI THETA GAMMA
ReturnHeader/Filer/BusinessNameControlTxt0PHIT
ReturnHeader/Filer/EIN0273771098
ReturnHeader/Filer/PhoneNum02147232739
ReturnHeader/Filer/USAddress/AddressLine1Txt01329 N UNIVERSITY DR NO A-3
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ReturnHeader/FilingSecurityInformation/IPDt02019-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:19:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752966974
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HJMR&W LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01116 NORTH UNIVERSITY DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NACOGDOCHES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075961
ReturnHeader/PreparerPersonGrp/PhoneNum09365648186
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL HALLS CPA
ReturnHeader/ReturnTs02019-05-15T15:28:17-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,876
Liabilities
$0
Net assets
$3,876
Revenue
$9,891
Expenses
$11,641
Net income
-$1,750
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.69$0.00$6.69$4.64$2.70$1.94
2018Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$9.89$11.6$1.75
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.63$0.00$5.63$19.5$16.8$2.71
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.72$0.00$6.72$14.3$18.2$3.93
2014Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$12.7$16.7$4.04
2013Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$14.4$13.7$0.63