Civic Intelligence

Phi Chi Theta Inc

990 • Fiscal year 2020 • EIN 58-0638900

Aug 01, 2019 to Jul 31, 2020 • Filed on Aug 12, 2020

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

38th percentile

0.01x

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

2020 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

40th percentile

0.02x

Higher debt load relative to revenue than 40% of similar nonprofits.

2020 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2020

Net Margin

79th percentile

20%

Higher net margin than 79% of similar nonprofits.

2020 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

98th percentile

$74,000

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 31.8% of source-year revenue.

2020 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2020

Asset Growth

78th percentile

12%

Faster asset growth than 78% of similar nonprofits.

2020 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

41st percentile

-13%

Faster revenue growth than 41% of similar nonprofits.

2020 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$587,047

Up $62,995 (+12%) from 2019

Net Assets

Up

$582,229

Up $62,604 (+12%) from 2019

Liabilities

Up

$4,818

Up $391 (+8.8%) from 2019

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin79th percentile

Revenue

Down

$232,775

Down $34,968 (-13%) from 2019

Expenses

Down

$185,583

Down $111,574 (-38%) from 2019

Net Income

Up

$47,192

Up $76,606 (+260%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2020

Assets$587,047
Liabilities$4,818
Net Assets$582,229
Open 2020 Filing

Operations Trend

Revenue Growth41st 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

2020

Revenue$232,775
Expenses$185,583
Net Income$47,192
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Aug 12, 2020
Return Version
2019v5.0
Gross Receipts
$237,829
Mission and Program Overview

Mission

Train Leadership Skills

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$523,112$586,107▲ $62,995
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$524,052$587,047▲ $62,995
Other Assets Total$940$940→ $0
Liabilities
Accounts Payable and Accrued Expenses$4,427$4,818▲ $391
Total Liabilities$4,427$4,818▲ $391
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$519,625$582,229▲ $62,604
Total Net Assets Fund Balance$519,625$582,229▲ $62,604
Total Liabilities and Net Assets / Fund Balance$524,052$587,047▲ $62,995
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Saundra FinleyExecutive DirectorFT$74,000$74,000

Board Members and Trustees

NameTitle
Mary Ellen LewisBoard Chair
Mike Van RoyBylaws Chair
Eric LuiCommittee Chair
Gary HodgePresident
Christine WongVice President
Katie GriffinVice President
Mike GroverVice President
Melissa KingBoard Member
Jeff FlanniganDirector
Josh GabbardDirector
Lizbeth JuarezDirector
Justin PettyOfficer
Revenue and Support

Revenue Composition

Contributions and Grants
$190,875
Program Service Revenue
$35,764
Investment Income
$3,961
Other Revenue
$2,175
Change in Net Assets
$47,192
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$105,852
Salaries, Compensation, and Employee Benefits$79,731
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$74,000
Fees for Services Legal---$23,800
Insurance---$23,712
Office Expenses---$22,064
Travel---$14,850
Occupancy---$8,400
Payroll Taxes---$5,731
Fees for Services Other---$3,579
Fees for Services Accounting---$2,905
Other Expenses---$53
All Other Expenses---$1
Total Functional Expenses$0$0$0$185,583
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 35% controlled entity
No
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
2020-08-12
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Ny
Voting Board Members
13
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
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IRS990/PayrollTaxesGrp/TotalAmt05731
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt035764
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt035764
IRS990/ProgSrvcAccomActy2Grp/Desc0VISITATION AND EXPANSION - AREA DIRECTORS VISIT ACTIVE CHAPTERS TO ASSIST IN CHAPTER MANAGEMENT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt04059
IRS990/ProgSrvcAccomActy3Grp/Desc0FRATERNITY PUBLICATION - PUBLICATION SENT PERIODICALLY TO ALL MEMBERS
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0214333
IRS990/PYGrantsAndSimilarPaidAmt051000
IRS990/PYInvestmentIncomeAmt03564
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0169113
IRS990/PYOtherRevenueAmt04009
IRS990/PYProgramServiceRevenueAmt045837
IRS990/PYRevenuesLessExpensesAmt0-29414
IRS990/PYSalariesCompEmpBnftPaidAmt077044
IRS990/PYTotalExpensesAmt0297157
IRS990/PYTotalRevenueAmt0267743
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt047192
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/ScheduleORequiredInd0true
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0524052
IRS990/TotalAssetsEOYAmt0587047
IRS990/TotalAssetsGrp/BOYAmt0524052
IRS990/TotalAssetsGrp/EOYAmt0587047
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0190875
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0185583
IRS990/TotalGrossUBIAmt03961
IRS990/TotalLiabilitiesBOYAmt04427
IRS990/TotalLiabilitiesEOYAmt04818
IRS990/TotalLiabilitiesGrp/BOYAmt04427
IRS990/TotalLiabilitiesGrp/EOYAmt04818
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0519625
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0582229
IRS990/TotalProgramServiceExpensesAmt014850
IRS990/TotalProgramServiceRevenueAmt035764
IRS990/TotalReportableCompFromOrgAmt074000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt037939
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0232775
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt03961
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0524052
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0587047
IRS990/TravelGrp/TotalAmt014850
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01508 E BELT LINE RD 104
IRS990/USAddress/CityNm0CARROLLTON
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075006
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Saundra Finley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-12
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/ReturnTs02020-08-12T06:38:03-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-08-01
ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$587,047
Liabilities
$4,818
Net assets
$582,229
Revenue
$232,775
Expenses
$185,583
Net income
$47,192
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
2020Detailed filing. Detailed filing data is available for this year.$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
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$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