Civic Intelligence

University of Texas Phi Endowment Fund

EIN 74-1501841 • 501(c)2 • Austin, TX

Profile

See Schedule O.The promotion of the threefold spiritual, mental and physical development of students of the University of Texas who are members or who are pledged to become members of the Texas Beta Chapter or Phi Delta Theta Fraternity. To specifically promote (a) the literary and educational advancement of deserving students and to assist them incompleting their work (b) to strengthen and develop the spirituality of young men by cultivating the principles of fraternal brotherhood (c) to improve educational facilities (d) to supplement the work of the University in the promotion of scholarship, character, and morality of the students (e) to promote literary, scientific and health education (f) to maintain, acquire or construct a house, lodge or assembly hall for the maintenance or students and for study and discussions (g) to encourage and provide opportunities for the physical development and well-being of the students.

3305 Beverly RoadAustin, TX 78703

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

28th percentile

0.00x

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

501(c)2 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

29th percentile

0.00x

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

501(c)2 • $1M-$5M nonprofits • Source year 2024

Net Margin

66th percentile

36%

Higher net margin than 66% of similar nonprofits.

501(c)2 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

66th percentile

1.3%

Faster asset growth than 66% of similar nonprofits.

501(c)2 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

64th percentile

10%

Faster revenue growth than 64% of similar nonprofits.

501(c)2 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,302,770

Up $16,782 (+1.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,302,770

Up $16,782 (+1.3%) from 2023

Operations
Liabilities / Revenue29th percentileNet Margin66th percentile

Revenue

Up

$46,104

Up $4,217 (+10%) from 2023

Expenses

Up

$29,322

Up $3,154 (+12%) from 2023

Net Income

Up

$16,782

Up $1,063 (+6.8%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,835,260Liabilities 2010: $6,435Net Assets 2010: $1,828,8252010Assets 2011: $1,849,110Liabilities 2011: $0Net Assets 2011: $1,849,1102011Assets 2012: $1,778,730Liabilities 2012: $0Net Assets 2012: $1,778,7302012Assets 2013: $1,730,429Liabilities 2013: $0Net Assets 2013: $1,730,4292013Assets 2016: $1,539,614Liabilities 2016: $0Net Assets 2016: $1,539,6142016Assets 2017: $1,425,960Liabilities 2017: $0Net Assets 2017: $1,425,9602017Assets 2018: $1,324,732Liabilities 2018: $0Net Assets 2018: $1,324,7322018Assets 2019: $1,295,210Liabilities 2019: $0Net Assets 2019: $1,295,2102019Assets 2020: $1,285,955Liabilities 2020: $0Net Assets 2020: $1,285,9552020Assets 2021: $1,267,048Liabilities 2021: $0Net Assets 2021: $1,267,0482021Assets 2022: $1,270,269Liabilities 2022: $0Net Assets 2022: $1,270,2692022Assets 2023: $1,285,988Liabilities 2023: $0Net Assets 2023: $1,285,9882023Assets 2024: $1,302,770Liabilities 2024: $0Net Assets 2024: $1,302,7702024

Highlighted filing

2024

Assets$1,302,770
Liabilities$0
Net Assets$1,302,770
Open 2024 Filing

Operations Trend

Revenue Growth64th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100K-$200KRevenue 2010: $6,051Expenses 2010: $14,076Net Income 2010: -$8,0252010Revenue 2011: $36,206Expenses 2011: $15,921Net Income 2011: $20,2852011Revenue 2012: $16,779Expenses 2012: $47,475Net Income 2012: -$30,6962012Revenue 2013: $31,373Expenses 2013: $79,674Net Income 2013: -$48,3012013Revenue 2016: $87,713Expenses 2016: $171,414Net Income 2016: -$83,7012016Revenue 2017: $82,628Expenses 2017: $196,282Net Income 2017: -$113,6542017Revenue 2018: $148,227Expenses 2018: $249,455Net Income 2018: -$101,2282018Revenue 2019: $79,170Expenses 2019: $108,692Net Income 2019: -$29,5222019Revenue 2020: $132Expenses 2020: $9,387Net Income 2020: -$9,2552020Revenue 2021: $11Expenses 2021: $18,918Net Income 2021: -$18,9072021Revenue 2022: $35,563Expenses 2022: $32,342Net Income 2022: $3,2212022Revenue 2023: $41,887Expenses 2023: $26,168Net Income 2023: $15,7192023Revenue 2024: $46,104Expenses 2024: $29,322Net Income 2024: $16,7822024

Highlighted filing

2024

Revenue$46,104
Expenses$29,322
Net Income$16,782
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,302,770
Liabilities
$0
Net assets
$1,302,770
Revenue
$46,104
Expenses
$29,322
Net income
$16,782
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.00$1.30$0.05$0.03$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.04$0.03$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.04$0.03$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.00$0.02$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.00$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.08$0.11$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.15$0.25$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.08$0.20$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.09$0.17$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.03$0.08$0.05
2012Summary only. Only limited summary data is available for this year.$1.78$0.00$1.78$0.02$0.05$0.03
2011Summary only. Only limited summary data is available for this year.$1.85$0.00$1.85$0.04$0.02$0.02
2010Summary only. Only limited summary data is available for this year.$1.84$0.01$1.83$0.01$0.01$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 16, 2025
Return Version
2024v5.2
Gross Receipts
$352,179
Mission and Program Overview

Mission

See Schedule O.The promotion of the threefold spiritual, mental, and physical development of students of the University of Texas who are members or who are pledged to become members of the Texas Beta Chapter or Phi Delta Theta Fraternity. To specifically promote (a) the literary and educational advancement of deserving students and to assist them incompleting their work (b) to strengthen and develop the spirituality of young men by cultivating the principles of fraternal brotherhood (c) to improve educational facilities (d) to supplement the work of the University in the promotion of scholarship, character, and morality of the students (e) to promote literary, scientific and health education (f) to acquire or construct a house, lodge or assembly hall for the maintenance or students and for study and discussions (g) to encourage and provide opportunities for the physical development and well-being of the students.

To provide housing for the Texas Beta Chapter of Phi Delta Beta members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,167,138$1,196,380▲ $29,242
Savings and Temporary Cash Investments$95,745$96,591▲ $846
Cash and Non-Interest-Bearing Accounts$17,805$9,799▼ $8,006
Total Assets$1,285,988$1,302,770▲ $16,782
Other Assets Total$5,300$0▼ $5,300
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,285,988$1,302,770▲ $16,782
Total Net Assets Fund Balance$1,285,988$1,302,770▲ $16,782
Total Liabilities and Net Assets / Fund Balance$1,285,988$1,302,770▲ $16,782
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
William GrayPresident
Charles TateVice President
David EmbryDirector
Gifford TouchstoneDirector
Kris PerrymanDirector
Carl McCaslinSecretary
Thomas HarperTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$46,104
Other Revenue
$0
Change in Net Assets
$16,782
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,722
Grants and Similar Amounts Paid$13,600
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$13,600
Occupancy---$7,906
Fees for Service Investment Mgmnt Fees---$6,016
Fees for Services Accounting---$1,800
Total Functional Expenses$0$0$0$29,322
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phi Delta Theta FoundationOxford, OH501(c)(3)Whole Man Scholarship Fund$10,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“The signing officer reviews the 990, copy of Form 990 is provided to all board members before filing with the IRS.”

Form 990, Part VI, Section C, line 19

“No other documents are available to the public.”

Filing and Contact Details

Filer

Filer Name
University of Texas Phi Endowment Fund
EIN
74-1501841
Phone
5126982575
Address
3305 Beverly Road, Austin, TX 78703

Signing Officer

Name
William Gray
Title
President
Phone
5126982575
Signed
2025-09-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Gray
Formed
1956
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027
Preparer
Barbara Murphy
Phone
7134395739
Raw XML Appendix293 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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IRS990/BackupWthldComplianceInd01
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IRS990/BooksInCareOfDetail/PhoneNum05126982575
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03305 Beverly Road
IRS990/BooksInCareOfDetail/USAddress/CityNm0Austin
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd078703
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IRS990/DescribedInSection501c3Ind00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
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IRS990/GamingActivitiesInd00
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IRS990/MissionDesc0See Schedule O.The promotion of the threefold spiritual, mental, and physical development of students of the University of Texas who are members or who are pledged to become members of the Texas Beta Chapter or Phi Delta Theta Fraternity. To specifically promote (a) the literary and educational advancement of deserving students and to assist them incompleting their work (b) to strengthen and develop the spirituality of young men by cultivating the principles of fraternal brotherhood (c) to improve educational facilities (d) to supplement the work of the University in the promotion of scholarship, character, and morality of the students (e) to promote literary, scientific and health education (f) to acquire or construct a house, lodge or assembly hall for the maintenance or students and for study and discussions (g) to encourage and provide opportunities for the physical development and well-being of the students.
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Phi Delta Theta Foundation
IRS990ScheduleI/RecipientTable/RecipientEIN0346539803
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02 South Campus
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd045056
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The University of Texas Phi Endowment Fund provides Scholarships for the Phi Delta Theta Fraternity - Texas Beta Chapter. The close relationship between the organizations serves to monitor the use of funds.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The signing officer reviews the 990, copy of Form 990 is provided to all board members before filing with the IRS.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt046104
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01285988
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01302770
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03305 Beverly Road
IRS990/USAddress/CityNm0Austin
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078703
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0William Gray
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05126982575
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0University of Texas Phi Endowment Fund
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0741501841
ReturnHeader/Filer/PhoneNum05126982575
ReturnHeader/Filer/USAddress/AddressLine1Txt03305 Beverly Road
ReturnHeader/Filer/USAddress/CityNm0Austin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078703
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760269860
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Blazek & Vetterling
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02900 Weslayan Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077027
ReturnHeader/PreparerPersonGrp/PhoneNum07134395739
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Murphy
ReturnHeader/ReturnTs02025-09-16T12:19:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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