Civic Intelligence

Gamma Phi Beta - Zeta Psi Chapter

990EZ • Fiscal year 2017 • EIN 36-4625932

Aug 01, 2016 to Jul 31, 2017 • Filed on Oct 25, 2017

17503 LA Cantera Pkwy Ste 104 499San Antonio, TX 78257

(303) 799-1874

Siviq Scores

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

Liabilities / Assets

91st percentile

0.57x

Higher debt load relative to assets than 91% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

78th percentile

0.13x

Higher debt load relative to revenue than 78% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Net Margin

58th percentile

5.9%

Higher net margin than 58% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Asset Growth

87th percentile

34%

Faster asset growth than 87% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

31st percentile

-6.3%

Faster revenue growth than 31% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$23,663

Up $6,062 (+34%) from 2016

Net Assets

Up

$10,166

Up $6,021 (+145%) from 2016

Liabilities

Up

$13,497

Up $41 (+0.3%) from 2016

Revenue

Down

$101,223

Down $6,766 (-6.3%) from 2016

Expenses

Down

$95,202

Down $23,744 (-20%) from 2016

Net Income

Up

$6,021

Up $16,978 (+155%) from 2016

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $37,543Liabilities 2012: $21,956Net Assets 2012: $15,5872012Assets 2013: $24,167Liabilities 2013: $3,838Net Assets 2013: $20,3292013Assets 2014: $15,799Liabilities 2014: $7,902Net Assets 2014: $7,8972014Assets 2015: $15,102Net Assets 2015: $15,1022015Assets 2016: $17,601Liabilities 2016: $13,456Net Assets 2016: $4,1452016Assets 2017: $23,663Liabilities 2017: $13,497Net Assets 2017: $10,1662017Assets 2018: $33,764Liabilities 2018: $13,535Net Assets 2018: $20,2292018Assets 2019: $38,561Liabilities 2019: $13,535Net Assets 2019: $25,0262019Assets 2020: $32,654Net Assets 2020: $32,6542020Assets 2021: $43,297Net Assets 2021: $43,2972021Assets 2022: $15,215Net Assets 2022: $15,2152022Assets 2023: $17,517Net Assets 2023: $17,5172023Assets 2024: $9,516Net Assets 2024: $9,5162024Assets 2025: $24,924Net Assets 2025: $24,9242025

Highlighted filing

2017

Assets$23,663
Liabilities$13,497
Net Assets$10,166

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $87,069Expenses 2012: $79,232Net Income 2012: $7,8372012Revenue 2013: $77,089Expenses 2013: $72,345Net Income 2013: $4,7442013Revenue 2014: $69,707Expenses 2014: $82,139Net Income 2014: -$12,4322014Revenue 2015: $101,641Expenses 2015: $94,436Net Income 2015: $7,2052015Revenue 2016: $107,989Expenses 2016: $118,946Net Income 2016: -$10,9572016Revenue 2017: $101,223Expenses 2017: $95,202Net Income 2017: $6,0212017Revenue 2018: $113,258Expenses 2018: $103,195Net Income 2018: $10,0632018Revenue 2019: $112,439Expenses 2019: $107,642Net Income 2019: $4,7972019Revenue 2020: $85,424Expenses 2020: $77,796Net Income 2020: $7,6282020Revenue 2021: $63,567Expenses 2021: $52,924Net Income 2021: $10,6432021Revenue 2022: $74,333Expenses 2022: $102,415Net Income 2022: -$28,0822022Revenue 2023: $69,396Expenses 2023: $67,094Net Income 2023: $2,3022023Revenue 2024: $80,927Expenses 2024: $88,927Net Income 2024: -$8,0002024Revenue 2025: $97,830Expenses 2025: $82,422Net Income 2025: $15,4082025

Highlighted filing

2017

Revenue$101,223
Expenses$95,202
Net Income$6,021
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Oct 25, 2017
Return Version
2016v3.0
Gross Receipts
$101,223
Mission and Program Overview

Mission

Collegiate sorority activities

Program Services

DescriptionGrantsExpenses
OPERATE A COLLEGE CHAPTER OF A NATIONAL COLLEGE SORORITY ORGANIZATION TO FURTHER EDUCATIONAL AND SOCIAL INTERESTS WITHIN THE UNIVERSITY OF TEXAS AT SAN ANTONIO CAMPUS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIANA GEORGEVP - Administrative-$0--
MEG TOMPKINSAdvisor-$0--
SOPHIA MONTEMAYORVP - Education-$0--
KAITLYNN WILLIAMSFinancial Advisor-$0--
HOPE HALFMANNVP - Financial-$0--
EMILY KERFOOTVP - Membership-$0--
SARAH BENYSVP - Panhellenic Affairs-$0--
VALERIE MEDINAVP - Public Relations-$0--
Filing and Contact Details

Filer

Filer Name
Gamma Phi Beta- Zeta Psi Chapter
EIN
36-4625932
Phone
3037991874
Address
17503 LA CANTERA PKWY STE 104 499, SAN ANTONIO, TX 78257

Signing Officer

Name
Hope Halfmann
Title
VP- Financial
Phone
3037991874
Signed
2017-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Brady Ware & Schoenfeld Inc
Address
11175 CICERO DRIVE, ALPHARETTA, GA 30022-1166
Preparer
Robert L Whitehurst CPA
Phone
6783509500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: investment income. Amount: 37.

Form 990-ez, Part I, Line 7 - Sales of Inventory

Income: gross receipts: 154. Returns and allowances: 0. Less cost of goods sold: 0. Gross profit: 154.

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

Description: office. Amount: 4,448. Description: conferences/meetings. Amount: 9,596. Description: recruiting. Amount: 17,392. Description: social events. Amount: 36,971. Description: chapter dues. Amount: 26,795. Total to form 990-ez, line 16: 95,202.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: security deposits. Beg. Of year amount: 13,456. End of year amount: 13,497.

Raw XML Appendix148 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0HOPE HALFMANN
IRS990EZ/BooksInCareOfDetail/PhoneNum03037991874
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt017503 LA CANTERA PKWY STE 104 499
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078257
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017601
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023663
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt06021
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017601
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023663
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0154
IRS990EZ/GrossReceiptsAmt0101223
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt0154
IRS990EZ/GroupExemptionNum00198
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt05978
IRS990EZ/InvestmentIncomeAmt037
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04145
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010166
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04145
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010166
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JULIANA GEORGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MEG TOMPKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SOPHIA MONTEMAYOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAITLYNN WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HOPE HALFMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5EMILY KERFOOT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SARAH BENYS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7VALERIE MEDINA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VP - ADMINISTRATIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1ADVISOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP - EDUCATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FINANCIAL ADVISOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP - FINANCIAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP - MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP - PANHELLENIC AFFAIRS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP - PUBLIC RELATIONS
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt095202
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0COLLEGIATE SORORITY ACTIVITIES
IRS990EZ/ProgramServiceRevenueAmt0101032
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATE A COLLEGE CHAPTER OF A NATIONAL COLLEGE SORORITY ORGANIZATION TO FURTHER EDUCATIONAL AND SOCIAL INTERESTS WITHIN THE UNIVERSITY OF TEXAS AT SAN ANTONIO CAMPUS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt013456
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt013497
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt095202
IRS990EZ/TotalRevenueAmt0101223
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 37.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INCOME: GROSS RECEIPTS: 154. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 0. GROSS PROFIT: 154.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OFFICE. AMOUNT: 4,448. DESCRIPTION: CONFERENCES/MEETINGS. AMOUNT: 9,596. DESCRIPTION: RECRUITING. AMOUNT: 17,392. DESCRIPTION: SOCIAL EVENTS. AMOUNT: 36,971. DESCRIPTION: CHAPTER DUES. AMOUNT: 26,795. TOTAL TO FORM 990-EZ, LINE 16: 95,202.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: SECURITY DEPOSITS. BEG. OF YEAR AMOUNT: 13,456. END OF YEAR AMOUNT: 13,497.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HOPE HALFMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP- FINANCIAL
ReturnHeader/BusinessOfficerGrp/PhoneNum03037991874
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GAMMA PHI BETA- ZETA PSI CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0GAMM
ReturnHeader/Filer/EIN0364625932
ReturnHeader/Filer/PhoneNum03037991874
ReturnHeader/Filer/USAddress/AddressLine1Txt017503 LA CANTERA PKWY STE 104 499
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078257
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04ABA6220C3BBE9B8373EE8682BF2F6DA920CD06C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.141.187.4
ReturnHeader/FilingSecurityInformation/IPDt02017-10-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:40:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351476702
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRADY WARE & SCHOENFELD INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011175 CICERO DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALPHARETTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0300221166
ReturnHeader/PreparerPersonGrp/PhoneNum06783509500
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT L WHITEHURST CPA
ReturnHeader/ReturnTs02017-11-15T00:00:00-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.25$0.25$0.98$0.82$0.15
2024Detailed filing. Detailed filing data is available for this year.$0.10$0.10$0.81$0.89$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.18$0.18$0.69$0.67$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.15$0.15$0.74$1.02$0.28
2021Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.64$0.53$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.33$0.33$0.85$0.78$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.39$0.14$0.25$1.12$1.08$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.34$0.14$0.20$1.13$1.03$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.24$0.13$0.10$1.01$0.95$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.18$0.13$0.04$1.08$1.19$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.15$0.15$1.02$0.94$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.16$0.08$0.08$0.70$0.82$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.04$0.20$0.77$0.72$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.22$0.16$0.87$0.79$0.08