Civic Intelligence

West Texas Geological Society

990 • Fiscal year 2018 • EIN 75-1093839

May 01, 2017 to Apr 30, 2018 • Filed on Mar 06, 2019

P O Box 1595Midland, TX 79702

(432) 683-1573

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

47th percentile

0.00x

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

80th percentile

18%

Higher net margin than 80% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

95th percentile

$92,153

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 22.6% of source-year revenue.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

87th percentile

36%

Faster asset growth than 87% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

89th percentile

37%

Faster revenue growth than 89% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$269,330

Up $71,863 (+36%) from 2017

Net Assets

Up

$269,330

Up $71,863 (+36%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$407,540

Up $109,012 (+37%) from 2017

Expenses

Down

$335,677

Down $11,567 (-3.3%) from 2017

Net Income

Up

$71,863

Up $120,579 (+248%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $152,705Liabilities 2011: $02011Assets 2012: $243,241Liabilities 2012: $0Net Assets 2012: $243,2412012Assets 2013: $283,866Liabilities 2013: $0Net Assets 2013: $283,8662013Assets 2014: $159,362Liabilities 2014: $0Net Assets 2014: $159,3622014Assets 2015: $290,797Liabilities 2015: $0Net Assets 2015: $290,7972015Assets 2016: $246,183Liabilities 2016: $0Net Assets 2016: $246,1832016Assets 2017: $197,467Liabilities 2017: $0Net Assets 2017: $197,4672017Assets 2018: $269,330Liabilities 2018: $0Net Assets 2018: $269,3302018Assets 2019: $339,019Liabilities 2019: $0Net Assets 2019: $339,0192019Assets 2020: $381,001Liabilities 2020: $0Net Assets 2020: $381,0012020Assets 2021: $296,031Net Assets 2021: $296,0312021Assets 2022: $304,244Liabilities 2022: $0Net Assets 2022: $304,2442022Assets 2023: $382,488Liabilities 2023: $0Net Assets 2023: $382,4882023Assets 2024: $467,806Liabilities 2024: $0Net Assets 2024: $467,8062024Assets 2025: $519,440Liabilities 2025: $0Net Assets 2025: $519,4402025

Highlighted filing

2018

Assets$269,330
Liabilities$0
Net Assets$269,330

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2011: $152,127Expenses 2011: $165,507Net Income 2011: -$13,3802011Revenue 2012: $194,891Expenses 2012: $166,025Net Income 2012: $28,8662012Revenue 2013: $383,780Expenses 2013: $337,969Net Income 2013: $45,8112013Revenue 2014: $370,906Expenses 2014: $495,410Net Income 2014: -$124,5042014Revenue 2015: $607,599Expenses 2015: $476,164Net Income 2015: $131,4352015Revenue 2016: $315,191Expenses 2016: $359,805Net Income 2016: -$44,6142016Revenue 2017: $298,528Expenses 2017: $347,244Net Income 2017: -$48,7162017Revenue 2018: $407,540Expenses 2018: $335,677Net Income 2018: $71,8632018Revenue 2019: $374,882Expenses 2019: $305,193Net Income 2019: $69,6892019Revenue 2020: $317,828Expenses 2020: $275,846Net Income 2020: $41,9822020Revenue 2021: $81,395Expenses 2021: $166,365Net Income 2021: -$84,9702021Revenue 2022: $287,414Expenses 2022: $279,201Net Income 2022: $8,2132022Revenue 2023: $351,710Expenses 2023: $273,466Net Income 2023: $78,2442023Revenue 2024: $335,878Expenses 2024: $250,560Net Income 2024: $85,3182024Revenue 2025: $383,456Expenses 2025: $331,822Net Income 2025: $51,6342025

Highlighted filing

2018

Revenue$407,540
Expenses$335,677
Net Income$71,863
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Mar 6, 2019
Return Version
2017v2.2
Gross Receipts
$442,783
Mission and Program Overview

Mission

Promote the study of the earth sciences.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$100,387-
Cash and Non-Interest-Bearing Accounts-$89,648-
Savings and Temporary Cash Investments$197,467$79,295▼ $118,172
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$197,467$269,330▲ $71,863
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$197,467$269,330▲ $71,863
Total Net Assets Fund Balance$197,467$269,330▲ $71,863
Total Liabilities and Net Assets / Fund Balance$197,467$269,330▲ $71,863
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Paula L Mitchell-sanchezExecutive DirectorFT$92,153$92,153

Board Members and Trustees

NameTitle
David OsterlundPresident
Holly WarmkePresident Elect
Debrah Gann1st V.p.
Clayton Winkler2nd V.p.
Amy HallSecretary
Wendy RobersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$399,870
Investment Income
$1,522
Other Revenue
$6,148
Change in Net Assets
$71,863
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$215,157
Salaries, Compensation, and Employee Benefits$118,981
Grants and Similar Amounts Paid$1,539
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$46,077$46,076-$92,153
Other Salaries and Wages$8,207$8,206-$16,413
Fees for Services Other$15,495--$15,495
Payroll Taxes$5,208$5,207-$10,415
Office Expenses$7,277$2,425-$9,702
Insurance$4,475$1,492-$5,967
Conferences and Meetings$3,269$1,089-$4,358
Occupancy$1,502$501-$2,003
Other Expenses$1,179$393-$1,572
Grants to Domestic Orgs$1,539--$1,539
Information Technology$840$280-$1,120
All Other Expenses$653$386-$1,039
Travel$584$195-$779
Total Functional Expenses$257,851$77,826$0$335,677
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$41,391
Fundraising Direct Expenses$35,243
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Skeet Shoot$22,757$22,757$2,856$19,901
Golf Tournament$18,634$18,634-$18,634
Total Events$41,391$41,391$35,243$6,148
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 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 15A: Compensation Review & Approval Process - CEO, Top Management

Approved by board- elected officers

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

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
West Texas Geological Society
EIN
75-1093839
Phone
4326831573
Address
P O BOX 1595, MIDLAND, TX 79702

Signing Officer

Name
Wendy Roberson
Title
Treasurer
Signed
2019-03-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Osterlund
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
6
Employees
2
Volunteers
125

Preparer

Firm
The Smith CPA Firm Pc
Address
PO BOX 8110, MIDLAND, TX 79708-8110
Preparer
Bobbye Cheryl Smith
Phone
4326977588
Supplemental Narrative

Additional Explanations

Client Note 1

Client Note 1 - PART IX STATEMENT OF FUNCTIONAL EXPENSES LINE 24A COST OF EVENTS TOTAL PGM SERV MGMT/GENCOST OF EVENT-FALL SYMPOSIUM 56,166 56,166COST OF EVENT - FIELD TRIP 13,130 13,130COST OF EVENTS- SOCIALS & SPECIAL 8,588 82 8,506COST OF EVENTS -LUNCHEON/SPEAKER 19,701 19,701COST OF EVENT-SOUTHWEST SECTION 56,839 56,839COST OF EVENT- PUBLICATIONS 6,132 6,132COST OF EVENTS- CONTINUING EDUCATION 6,356 6,356COST OF EVENTS - DUES/SUPPLIES 573 573 ______ _____ ______ TOTAL 167,485 158,979 8,506

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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/PYOtherExpensesAmt0169375
IRS990/PYOtherRevenueAmt0-3632
IRS990/PYProgramServiceRevenueAmt0301395
IRS990/PYRevenuesLessExpensesAmt0-48716
IRS990/PYSalariesCompEmpBnftPaidAmt0175915
IRS990/PYTotalExpensesAmt0347244
IRS990/PYTotalRevenueAmt0298528
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt071863
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0197467
IRS990/SavingsAndTempCashInvstGrp/EOYAmt079295
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035243
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SKEET SHOOT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0794
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01199
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01993
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022757
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018634
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt041391
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022757
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018634
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt041391
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06148
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt013051
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt010083
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt023134
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02856
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02856
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03200
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt04060
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt07260
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - PART IX STATEMENT OF FUNCTIONAL EXPENSES LINE 24A COST OF EVENTS TOTAL PGM SERV MGMT/GENCOST OF EVENT-FALL SYMPOSIUM 56,166 56,166COST OF EVENT - FIELD TRIP 13,130 13,130COST OF EVENTS- SOCIALS & SPECIAL 8,588 82 8,506COST OF EVENTS -LUNCHEON/SPEAKER 19,701 19,701COST OF EVENT-SOUTHWEST SECTION 56,839 56,839COST OF EVENT- PUBLICATIONS 6,132 6,132COST OF EVENTS- CONTINUING EDUCATION 6,356 6,356COST OF EVENTS - DUES/SUPPLIES 573 573 ______ _____ ______ TOTAL 167,485 158,979 8,506
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2APPROVED BY BOARD- ELECTED OFFICERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
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/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0197467
IRS990/TotalAssetsEOYAmt0269330
IRS990/TotalAssetsGrp/BOYAmt0197467
IRS990/TotalAssetsGrp/EOYAmt0269330
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt077826
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0257851
IRS990/TotalFunctionalExpensesGrp/TotalAmt0335677
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0197467
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0269330
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt032636
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt032636
IRS990/TotalProgramServiceRevenueAmt0399870
IRS990/TotalReportableCompFromOrgAmt092153
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0401392
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0407540
IRS990/TotalVolunteersCnt0125
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0197467
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0269330
IRS990/TravelGrp/ManagementAndGeneralAmt0195
IRS990/TravelGrp/ProgramServicesAmt0584
IRS990/TravelGrp/TotalAmt0779
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0197467
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0269330
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04601 WOOD DRIVE
IRS990/USAddress/CityNm0MIDLAND
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd079707
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.WTGS.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Wendy Roberson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEST TEXAS GEOLOGICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0751093839
ReturnHeader/Filer/PhoneNum04326831573
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1595
ReturnHeader/Filer/USAddress/CityNm0MIDLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd079702
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472441836
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE SMITH CPA FIRM PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 8110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0797088110
ReturnHeader/PreparerPersonGrp/PhoneNum04326977588
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BOBBYE CHERYL SMITH
ReturnHeader/ReturnTs02019-03-06T10:53:41-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-05-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$3.83$3.32$0.52
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.68$0.00$4.68$3.36$2.51$0.85
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.82$0.00$3.82$3.52$2.73$0.78
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.04$0.00$3.04$2.87$2.79$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.96$2.96$0.81$1.66$0.85
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.81$0.00$3.81$3.18$2.76$0.42
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.39$0.00$3.39$3.75$3.05$0.70
2018Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$4.08$3.36$0.72
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.97$0.00$1.97$2.99$3.47$0.49
2016Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$3.15$3.60$0.45
2015Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$6.08$4.76$1.31
2014Summary only. Only limited summary data is available for this year.$1.59$0.00$1.59$3.71$4.95$1.25
2013Summary only. Only limited summary data is available for this year.$2.84$0.00$2.84$3.84$3.38$0.46
2012Summary only. Only limited summary data is available for this year.$2.43$0.00$2.43$1.95$1.66$0.29
2011Summary only. Only limited summary data is available for this year.$1.53$0.00$1.52$1.66$0.13