Civic Intelligence

University of Texas Phi Endowment Fund

990 • Fiscal year 2017 • EIN 74-1501841

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 16, 2018

Organization ProfileN/A
3305 Beverly RoadAustin, TX 78703

(512) 698-2575

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2017 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

21st percentile

0.00x

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

2017 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2017

Net Margin

7th percentile

-138%

Higher net margin than 7% of similar nonprofits.

2017 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2017 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2017

Asset Growth

10th percentile

-7.4%

Faster asset growth than 10% of similar nonprofits.

2017 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

26th percentile

-5.8%

Faster revenue growth than 26% of similar nonprofits.

2017 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$1,425,960

Down $113,654 (-7.4%) from 2016

Net Assets

Down

$1,425,960

Down $113,654 (-7.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin7th percentile

Revenue

Down

$82,628

Down $5,085 (-5.8%) from 2016

Expenses

Up

$196,282

Up $24,868 (+15%) from 2016

Net Income

Down

-$113,654

Down $29,953 (-36%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2017

Assets$1,425,960
Liabilities$0
Net Assets$1,425,960
Open 2017 Filing

Operations Trend

Revenue Growth26th 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

2017

Revenue$82,628
Expenses$196,282
Net Income-$113,654
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 16, 2018
Return Version
2017v2.2
Gross Receipts
$82,628
Mission and Program Overview

Mission

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 in completing their work (b) to strengthen and develop 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.

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
Cash and Non-Interest-Bearing Accounts$1,353,398$1,292,553▼ $60,845
Savings and Temporary Cash Investments$91,216$91,294▲ $78
Prepaid Expenses and Deferred Charges$45,000$0▼ $45,000
Land, Buildings, and Equipment, Net-$26,613-
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,539,614$1,425,960▼ $113,654
Other Assets Total$50,000$15,500▼ $34,500
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,539,614$1,425,960▼ $113,654
Total Net Assets Fund Balance$1,539,614$1,425,960▼ $113,654
Total Liabilities and Net Assets / Fund Balance$1,539,614$1,425,960▼ $113,654

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$26,613$2,320$28,933
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
William L Gray IIIPresident
Charles TateVice President
David EmbryDirector
Gifford TouchstoneDirector
Kristin PerrymanDirector
Thomas HarperDirector
Carl McCaslinSecretary
Glenn TurnerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$82,550
Investment Income
$78
Other Revenue
$0
Change in Net Assets
$-113,654
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$196,282
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
Occupancy---$156,649
Conferences and Meetings---$3,708
Other Expenses---$2,561
Depreciation Depletion---$2,320
Fees for Services Accounting---$1,600
All Other Expenses---$450
Office Expenses---$202
Total Functional Expenses$0$0$0$196,282
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
No
Backup withholding compliance
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, Line 11B: Form 990 Review Process

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

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

“No documents 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 L Gray III
Title
President
Signed
2018-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William L Gray III
Formed
1956
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Jody Blazek
Phone
7134395739
Raw XML Appendix348 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.

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IRS990ScheduleD/TotalBookValueLandBuildingsAmt026613
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 is reviewed by the signing officer, copy of the Form 990 is provided to all board members prior to filing with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 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/TotalAssetsBOYAmt01539614
IRS990/TotalAssetsEOYAmt01425960
IRS990/TotalAssetsGrp/BOYAmt01539614
IRS990/TotalAssetsGrp/EOYAmt01425960
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0196282
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01539614
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01425960
IRS990/TotalProgramServiceRevenueAmt082550
IRS990/TotalRevenueGrp/ExclusionAmt078
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt082550
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt082628
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01539614
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01425960
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01539614
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01425960
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03305 Beverly Road
IRS990/USAddress/CityNm0Austin
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078703
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William L Gray III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-16
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/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/ZIPCd0770275132
ReturnHeader/PreparerPersonGrp/PhoneNum07134395739
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jody Blazek
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-16T13:04:09-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,425,960
Liabilities
$0
Net assets
$1,425,960
Revenue
$82,628
Expenses
$196,282
Net income
-$113,654
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