Civic Intelligence

University of Texas Phi Endowment Fund

990 • Fiscal year 2019 • EIN 74-1501841

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 15, 2020

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.

2019 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

20th percentile

0.00x

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

2019 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2019

Net Margin

15th percentile

-37%

Higher net margin than 15% of similar nonprofits.

2019 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2019 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2019

Asset Growth

35th percentile

-2.2%

Faster asset growth than 35% of similar nonprofits.

2019 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-47%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$1,295,210

Down $29,522 (-2.2%) from 2018

Net Assets

Down

$1,295,210

Down $29,522 (-2.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin15th percentile

Revenue

Down

$79,170

Down $69,057 (-47%) from 2018

Expenses

Down

$108,692

Down $140,763 (-56%) from 2018

Net Income

Up

-$29,522

Up $71,706 (+71%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2019

Assets$1,295,210
Liabilities$0
Net Assets$1,295,210
Open 2019 Filing

Operations Trend

Revenue Growth7th 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

2019

Revenue$79,170
Expenses$108,692
Net Income-$29,522
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 15, 2020
Return Version
2019v5.0
Gross Receipts
$79,170
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$1,191,754$1,186,814▼ $4,940
Savings and Temporary Cash Investments$92,152$93,357▲ $1,205
Land, Buildings, and Equipment, Net$20,826$15,039▼ $5,787
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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,324,732$1,295,210▼ $29,522
Other Assets Total$20,000$0▼ $20,000
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,324,732$1,295,210▼ $29,522
Total Net Assets Fund Balance$1,324,732$1,295,210▼ $29,522
Total Liabilities and Net Assets / Fund Balance$1,324,732$1,295,210▼ $29,522

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$15,039$13,894$28,933
Compensation and Service Providers
Top Officer Pay52nd 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
$77,964
Investment Income
$1,206
Other Revenue
$0
Change in Net Assets
$-29,522
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$108,692
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---$84,763
Depreciation Depletion---$5,787
Fees for Services Accounting---$1,500
Other Expenses---$1,000
All Other Expenses---$623
Conferences and Meetings---$200
Office Expenses---$79
Total Functional Expenses$0$0$0$108,692
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
Backup withholding compliance
No
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, 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
2020-04-15
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 Appendix336 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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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
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01324732
IRS990/TotalAssetsEOYAmt01295210
IRS990/TotalAssetsGrp/BOYAmt01324732
IRS990/TotalAssetsGrp/EOYAmt01295210
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0108692
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01324732
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01295210
IRS990/TotalProgramServiceRevenueAmt077964
IRS990/TotalRevenueGrp/ExclusionAmt01206
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt077964
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt079170
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01324732
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01295210
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
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/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William L Gray III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-15
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/ReturnTs02020-04-15T15:44:42-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,295,210
Liabilities
$0
Net assets
$1,295,210
Revenue
$79,170
Expenses
$108,692
Net income
-$29,522
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