Civic Intelligence

University of Texas Phi Endowment Fund

990 • Fiscal year 2013 • EIN 74-1501841

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

Organization ProfileN/A
3305 Beverly Road78703

(512) 698-2575

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2013 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

21st percentile

0.00x

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

2013 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2013

Net Margin

4th percentile

-154%

Higher net margin than 4% of similar nonprofits.

2013 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2013 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2013

Asset Growth

30th percentile

-2.7%

Faster asset growth than 30% of similar nonprofits.

2013 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

88th percentile

87%

Faster revenue growth than 88% of similar nonprofits.

2013 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$1,730,429

Down $48,301 (-2.7%) from 2012

Net Assets

Down

$1,730,429

Down $48,301 (-2.7%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin4th percentile

Revenue

Up

$31,373

Up $14,594 (+87%) from 2012

Expenses

Up

$79,674

Up $32,199 (+68%) from 2012

Net Income

Down

-$48,301

Down $17,605 (-57%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$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

2013

Assets$1,730,429
Liabilities$0
Net Assets$1,730,429
Open 2013 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$31,373
Expenses$79,674
Net Income-$48,301
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.0
Gross Receipts
$31,373
Mission and Program Overview

Mission

The primary purpose is centered on the promotion of the spiritual, mental and physical development of students who are members or pledge to be members of the texas beta chapter of phi delta theta.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,778,730$1,730,429▼ $48,301
Land, Buildings, and Equipment, Net$1,592,807$1,569,825▼ $22,982
Savings and Temporary Cash Investments$116,171$91,177▼ $24,994
Other Notes and Loans Receivable, Net$59,244$59,244→ $0
Cash and Non-Interest-Bearing Accounts$10,508$10,183▼ $325
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,778,730$1,730,429▼ $48,301
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,778,730$1,730,429▼ $48,301
Total Liabilities and Net Assets / Fund Balance$1,778,730$1,730,429▼ $48,301

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$741,094$39,347$780,441
Land$732,500-$732,500
Other Land Buildings$96,231$56,298$152,529
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Thomas Harper IiiPresident
Charles W TateVice President
David EmbryDirector
Gifford TouchstoneDirector
Kris PerrymanDirector
Will L Gray IiiDirector
Carl G MccaslinSecretary
J Glenn Turner JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$31,367
Investment Income
$6
Other Revenue
$0
Change in Net Assets
$-48,301
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$79,674
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$62,590--$62,590
Fees for Services Legal-$7,212-$7,212
Payments to Affiliates$4,500--$4,500
Other Expenses$322--$322
Total Functional Expenses$72,462$7,212$0$79,674
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
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
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 11

“The 990 is reviewed by the signing officer prior to filing as well as other members as time allows.”

Form 990, Part VI, Section C, Line 19

“All information is available upon request”

Filing and Contact Details

Filer

EIN
74-1501841

Signing Officer

Name
William L Gray Iii
Title
President
Signed
2014-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William L Gray Iii
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Preparer
Presley E Werlein Iii
Phone
7139615544
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/USAddress/ZIPCode078703
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM L GRAY III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10UNIVERSITY OF TEXAS PHI ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0741501841
ReturnHeader/Filer/USAddress/AddressLine103305 BEVERLY ROAD
ReturnHeader/Filer/USAddress/City0AUSTIN
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode078703
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0741907314
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WERLEIN & HARRIS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103355 W ALABAMA SUITE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode077098
ReturnHeader/PreparerPersonGrp/PhoneNum07139615544
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PRESLEY E WERLEIN III
ReturnHeader/ReturnTs02014-11-17T14:17:31-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,730,429
Liabilities
$0
Net assets
$1,730,429
Revenue
$31,373
Expenses
$79,674
Net income
-$48,301
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