Civic Intelligence

Phi Chi Theta Inc

990 • Fiscal year 2018 • EIN 58-0638900

Aug 01, 2017 to Jul 31, 2018 • Filed on Oct 04, 2018

Organization ProfileN/A
1508 E Belt Line RdCarrollton, TX 75006

(972) 245-7202

Siviq Scores

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

Liabilities / Assets

35th percentile

0.01x

Higher debt load relative to assets than 35% of similar nonprofits.

2018 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

38th percentile

0.02x

Higher debt load relative to revenue than 38% of similar nonprofits.

2018 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2018

Net Margin

89th percentile

29%

Higher net margin than 89% of similar nonprofits.

2018 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

98th percentile

$69,500

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 28.1% of source-year revenue.

2018 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2018

Asset Growth

86th percentile

18%

Faster asset growth than 86% of similar nonprofits.

2018 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

42nd percentile

-0.1%

Faster revenue growth than 42% of similar nonprofits.

2018 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$544,125

Up $82,732 (+18%) from 2017

Net Assets

Up

$539,912

Up $82,055 (+18%) from 2017

Liabilities

Up

$4,213

Up $677 (+19%) from 2017

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin89th percentile

Revenue

Down

$247,707

Down $162 (-0.1%) from 2017

Expenses

Down

$176,072

Down $54,343 (-24%) from 2017

Net Income

Up

$71,635

Up $54,181 (+310%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2011: $138,909Liabilities 2011: $02011Assets 2012: $160,852Net Assets 2012: $160,8522012Assets 2013: $215,048Liabilities 2013: $1,9462013Assets 2014: $248,473Liabilities 2014: $1,164Net Assets 2014: $247,3092014Assets 2015: $350,073Liabilities 2015: $1,267Net Assets 2015: $348,8062015Assets 2016: $433,744Liabilities 2016: $3,733Net Assets 2016: $430,0112016Assets 2017: $461,393Liabilities 2017: $3,536Net Assets 2017: $457,8572017Assets 2018: $544,125Liabilities 2018: $4,213Net Assets 2018: $539,9122018Assets 2019: $524,052Liabilities 2019: $4,427Net Assets 2019: $519,6252019Assets 2020: $587,047Liabilities 2020: $4,818Net Assets 2020: $582,2292020Assets 2021: $735,561Liabilities 2021: $5,364Net Assets 2021: $730,1972021Assets 2022: $825,712Liabilities 2022: $4,581Net Assets 2022: $821,1312022Assets 2023: $889,326Liabilities 2023: $4,909Net Assets 2023: $884,4172023Assets 2024: $926,688Liabilities 2024: $6,093Net Assets 2024: $920,5952024Assets 2025: $1,046,837Liabilities 2025: -$45Net Assets 2025: $1,046,8822025

Highlighted filing

2018

Assets$544,125
Liabilities$4,213
Net Assets$539,912
Open 2018 Filing

Operations Trend

Revenue Growth42nd percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $138,673Expenses 2011: $144,546Net Income 2011: -$5,8732011Revenue 2012: $144,945Expenses 2012: $123,002Net Income 2012: $21,9432012Revenue 2013: $178,079Expenses 2013: $125,829Net Income 2013: $52,2502013Revenue 2014: $192,773Expenses 2014: $158,566Net Income 2014: $34,2072014Revenue 2015: $209,576Expenses 2015: $154,604Net Income 2015: $54,9722015Revenue 2016: $227,889Expenses 2016: $152,605Net Income 2016: $75,2842016Revenue 2017: $247,869Expenses 2017: $230,415Net Income 2017: $17,4542017Revenue 2018: $247,707Expenses 2018: $176,072Net Income 2018: $71,6352018Revenue 2019: $267,743Expenses 2019: $297,157Net Income 2019: -$29,4142019Revenue 2020: $232,775Expenses 2020: $185,583Net Income 2020: $47,1922020Revenue 2021: $283,345Expenses 2021: $178,007Net Income 2021: $105,3382021Revenue 2022: $307,309Expenses 2022: $205,050Net Income 2022: $102,2592022Revenue 2023: $318,554Expenses 2023: $269,718Net Income 2023: $48,8362023Revenue 2024: $376,252Expenses 2024: $316,819Net Income 2024: $59,4332024Revenue 2025: $450,432Expenses 2025: $358,166Net Income 2025: $92,2662025

Highlighted filing

2018

Revenue$247,707
Expenses$176,072
Net Income$71,635
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Oct 4, 2018
Return Version
2017v2.2
Gross Receipts
$252,436
Mission and Program Overview

Mission

Train Leadership Skills

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$460,453$543,185▲ $82,732
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$461,393$544,125▲ $82,732
Other Assets Total$940$940→ $0
Liabilities
Accounts Payable and Accrued Expenses$3,536$4,213▲ $677
Total Liabilities$3,536$4,213▲ $677
Net Assets / Fund Balance
Unrestricted Net Assets$457,857$539,912▲ $82,055
Total Net Assets Fund Balance$457,857$539,912▲ $82,055
Total Liabilities and Net Assets / Fund Balance$461,393$544,125▲ $82,732
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Saundra FinleyExecutive DirectorFT$69,500$69,500

Board Members and Trustees

NameTitle
Mary Ellen LewisBoard Chair
Mike Van RoyBylaws Chair
Gary HodgePresident
Katie GriffinVice President
Melissa KingVice President
Josh GabbardDirector
Justin PettyDirector
Mike GroverDirector
Eric LuiExecutive Board
Revenue and Support

Revenue Composition

Contributions and Grants
$191,450
Program Service Revenue
$46,586
Investment Income
$3,302
Other Revenue
$6,369
All Other Contributions
$1,030
Change in Net Assets
$71,635
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$100,422
Salaries, Compensation, and Employee Benefits$74,900
Grants and Similar Amounts Paid$750
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$69,500
Travel---$48,682
Fees for Services Legal---$23,200
Office Expenses---$20,972
Payroll Taxes---$5,400
Fees for Services Accounting---$3,302
Grants to Domestic Individuals---$750
Fees for Services Other---$721
All Other Expenses---$150
Other Expenses---$124
Total Functional Expenses$0$0$0$176,072
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Any conflicts of interest are to be reported to the executive board for their review.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Annual review of compensation by Executive Board of Directors”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Phi Chi Theta Inc
EIN
58-0638900
Phone
9722457202
Address
1508 E BELT LINE RD, CARROLLTON, TX 75006

Signing Officer

Name
Saundra Finley
Title
Executive Director
Signed
2018-10-04
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Ny
Voting Board Members
10
Independent Board Members
0
Employees
1

Preparer

Firm
Peter Marshall & Company Pc
Address
PO BOX 271559, FLOWER MOUND, TX 75027-1559
Preparer
Peter Marshall
Phone
9723553930
Raw XML Appendix363 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03536
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04213
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Train Leadership Skills
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt01030
IRS990/AllOtherExpensesGrp/TotalAmt0150
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0SAUNDRA FINLEY
IRS990/BooksInCareOfDetail/PhoneNum09722457202
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01508 E BELT LINE RD STE 104
IRS990/BooksInCareOfDetail/USAddress/CityNm0CARROLLTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd075006
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0460453
IRS990/CashNonInterestBearingGrp/EOYAmt0543185
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt069500
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt04729
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0191450
IRS990/CYGrantsAndSimilarPaidAmt0750
IRS990/CYInvestmentIncomeAmt03302
IRS990/CYOtherExpensesAmt0100422
IRS990/CYOtherRevenueAmt06369
IRS990/CYProgramServiceRevenueAmt046586
IRS990/CYRevenuesLessExpensesAmt071635
IRS990/CYSalariesCompEmpBnftPaidAmt074900
IRS990/CYTotalExpensesAmt0176072
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0247707
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0POLICY BOARD AND REGIONAL MEETINGS - OFFICERS MEET TO REVIEW ACTIVITIES, ASSESS EFFICIENCY RATINGS, AND TO ASSURE DESIRED DIRECTION IS MAINTAINED AT ALL EVENTS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EscrowAccountInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt03302
IRS990/FeesForServicesLegalGrp/TotalAmt023200
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt0721
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0Saundra Finley
IRS990/Form990PartVIISectionAGrp/PersonNm1Mary Ellen Lewis
IRS990/Form990PartVIISectionAGrp/PersonNm2Justin Petty
IRS990/Form990PartVIISectionAGrp/PersonNm3Mike Grover
IRS990/Form990PartVIISectionAGrp/PersonNm4Mike Van Roy
IRS990/Form990PartVIISectionAGrp/PersonNm5Eric Lui
IRS990/Form990PartVIISectionAGrp/PersonNm6Josh Gabbard
IRS990/Form990PartVIISectionAGrp/PersonNm7Gary Hodge
IRS990/Form990PartVIISectionAGrp/PersonNm8Melissa King
IRS990/Form990PartVIISectionAGrp/PersonNm9Katie Griffin
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt069500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Bylaws Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt5Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7President
IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt9Vice President
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0750
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0252436
IRS990/GrossSalesOfInventoryAmt011098
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt03302
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03302
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0NY
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0190420
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0Train Leadership Skills
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0457857
IRS990/NetAssetsOrFundBalancesEOYAmt0539912
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt06369
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt06369
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt010420
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt020972
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0940
IRS990/OtherAssetsTotalGrp/EOYAmt0940
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BAD DEBT
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2PROPERTY TAX
IRS990/OtherExpensesGrp/Desc3SALES TAX
IRS990/OtherExpensesGrp/TotalAmt02980
IRS990/OtherExpensesGrp/TotalAmt1163
IRS990/OtherExpensesGrp/TotalAmt2128
IRS990/OtherExpensesGrp/TotalAmt3124
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt05400
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt046586
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt046586
IRS990/ProgSrvcAccomActy2Grp/Desc0VISITATION AND EXPANSION - AREA DIRECTORS VISIT ACTIVE CHAPTERS TO ASSIST IN CHAPTER MANAGEMENT.
IRS990/ProgSrvcAccomActy3Grp/Desc0FRATERNITY PUBLICATION - PUBLICATION SENT PERIODICALLY TO ALL MEMBERS
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0195749
IRS990/PYGrantsAndSimilarPaidAmt0500
IRS990/PYInvestmentIncomeAmt02768
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0162905
IRS990/PYOtherRevenueAmt06316
IRS990/PYProgramServiceRevenueAmt043036
IRS990/PYRevenuesLessExpensesAmt017454
IRS990/PYSalariesCompEmpBnftPaidAmt067010
IRS990/PYTotalExpensesAmt0230415
IRS990/PYTotalRevenueAmt0247869
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt071635
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Any conflicts of interest are to be reported to the executive board for their review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Annual review of compensation by Executive Board of Directors
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0461393
IRS990/TotalAssetsEOYAmt0544125
IRS990/TotalAssetsGrp/BOYAmt0461393
IRS990/TotalAssetsGrp/EOYAmt0544125
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0191450
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0176072
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03536
IRS990/TotalLiabilitiesEOYAmt04213
IRS990/TotalLiabilitiesGrp/BOYAmt03536
IRS990/TotalLiabilitiesGrp/EOYAmt04213
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0457857
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0539912
IRS990/TotalProgramServiceRevenueAmt046586
IRS990/TotalReportableCompFromOrgAmt069500
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt056257
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0247707
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0461393
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0544125
IRS990/TravelGrp/TotalAmt048682
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0457857
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0539912
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Saundra Finley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI CHI THETA INC
ReturnHeader/Filer/BusinessNameControlTxt0PHIC
ReturnHeader/Filer/EIN0580638900
ReturnHeader/Filer/PhoneNum09722457202
ReturnHeader/Filer/USAddress/AddressLine1Txt01508 E BELT LINE RD
ReturnHeader/Filer/USAddress/CityNm0CARROLLTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075006
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752227930
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETER MARSHALL & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 271559
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FLOWER MOUND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0750271559
ReturnHeader/PreparerPersonGrp/PhoneNum09723553930
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Peter Marshall
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-04T12:41:42-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$544,125
Liabilities
$4,213
Net assets
$539,912
Revenue
$247,707
Expenses
$176,072
Net income
$71,635
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.00$1.05$0.45$0.36$0.09
2024Summary only. Only limited summary data is available for this year.$0.93$0.01$0.92$0.38$0.32$0.06
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.00$0.88$0.32$0.27$0.05
2022Summary only. Only limited summary data is available for this year.$0.83$0.00$0.82$0.31$0.21$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.01$0.73$0.28$0.18$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.00$0.58$0.23$0.19$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.52$0.27$0.30$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.25$0.18$0.07
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.00$0.46$0.25$0.23$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.00$0.43$0.23$0.15$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.21$0.15$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.19$0.16$0.03
2013Summary only. Only limited summary data is available for this year.$0.22$0.00$0.18$0.13$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.16$0.14$0.12$0.02
2011Summary only. Only limited summary data is available for this year.$0.14$0.00$0.14$0.14$0.01