Civic Intelligence

Phi Beta Mu - Alpha Chapter

990EZ • Fiscal year 2017 • EIN 76-0687574

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 21, 2018

4214 Ravenbank DrRockwall, TX 75087

(409) 656-2288

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

30th percentile

-5.0%

Higher net margin than 30% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

7th percentile

-56%

Faster asset growth than 7% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

50th percentile

0.9%

Faster revenue growth than 50% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$1,457

Down $1,867 (-56%) from 2016

Net Assets

$1,457

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$37,664

Up $324 (+0.9%) from 2016

Expenses

Down

$39,531

Down $1,806 (-4.4%) from 2016

Net Income

Up

-$1,867

Up $2,130 (+53%) from 2016

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2013: $604Liabilities 2013: $02013Assets 2014: $1,288Liabilities 2014: $0Net Assets 2014: $1,2882014Assets 2015: $7,321Liabilities 2015: $0Net Assets 2015: $7,3212015Assets 2016: $3,324Liabilities 2016: $02016Assets 2017: $1,457Liabilities 2017: $0Net Assets 2017: $1,4572017Assets 2018: $2,712Liabilities 2018: $0Net Assets 2018: $2,7122018Assets 2019: $7,092Liabilities 2019: $0Net Assets 2019: $7,0922019Assets 2020: $15,785Liabilities 2020: $0Net Assets 2020: $15,7852020Assets 2021: $21,186Liabilities 2021: $0Net Assets 2021: $21,1862021Assets 2022: $21,551Liabilities 2022: $0Net Assets 2022: $21,5512022

Highlighted filing

2017

Assets$1,457
Liabilities$0
Net Assets$1,457

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2013: $15,554Expenses 2013: $35,124Net Income 2013: -$19,5702013Revenue 2014: $31,193Expenses 2014: $30,740Net Income 2014: $4532014Revenue 2015: $37,110Expenses 2015: $31,077Net Income 2015: $6,0332015Revenue 2016: $37,340Expenses 2016: $41,337Net Income 2016: -$3,9972016Revenue 2017: $37,664Expenses 2017: $39,531Net Income 2017: -$1,8672017Revenue 2018: $39,006Expenses 2018: $37,751Net Income 2018: $1,2552018Revenue 2019: $40,760Expenses 2019: $36,380Net Income 2019: $4,3802019Revenue 2020: $34,067Expenses 2020: $25,374Net Income 2020: $8,6932020Revenue 2021: $35,051Expenses 2021: $29,650Net Income 2021: $5,4012021Revenue 2022: $40,498Expenses 2022: $40,133Net Income 2022: $3652022

Highlighted filing

2017

Revenue$37,664
Expenses$39,531
Net Income-$1,867
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 21, 2018
Return Version
2017v2.2
Gross Receipts
$37,664
Mission and Program Overview

Mission

Encourage the building of better bands

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION REIMBURSES PARTIAL EXPENSES FOR MEMBERS WHO ATTEND THE ANNUAL TEXAS MUSIC EDUCATORS ASSOCATION CONFERENCE AND THE TEXAS BANDMASTERS ASSOCIATION CONFERENCE-$23,246
THE ORGANIZATION HOLDS AN ANNUAL CONFERENCE WHERE OUTSTANDING MEMBERS ARE RECOGNIZED-$2,571
MEMBERS VOLUNTEER UP TO TWO FREE CLINICSESSIONS EACH SCHOOL YEAR MEMBERS VOLUNTEER TO COVER CLASSES SO A DIRECTOR MAY OBSERVE OTHER DIRECTORS IN THE AREA--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TODD CLEARWATERPresidentPT$0--
STEVEN MOOREVice PresidentPT$0--
CYNTHIA LANSFORDImmediate Past PresidentPT$0--
GARY WELLSSecretaryPT$0--
SCOTT COULSONTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Phi Beta Mu - Alpha Chapter
EIN
76-0687574
Address
4214 RAVENBANK DR, ROCKWALL, TX 75087

Signing Officer

Name
Gary Wells
Title
Executive Secre
Phone
4096562288
Signed
2018-08-21
Discuss with paid preparer
No

Preparer

Firm
Alicia A Bourgeois CPA
Address
Box 60, HAMSHIRE, TX 77622
Preparer
Alicia A Bourgeois
Phone
4097941160
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description amounttravel 1,700dues 5,214program service expenses 25,817website 1,055miscellaneous 195

Raw XML Appendix163 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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IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0GARY WELLS
IRS990EZ/BooksInCareOfDetail/PhoneNum04096562288
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04214 RAVENBANK DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCKWALL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075087
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03324
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01457
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1867
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05550
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03324
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01457
IRS990EZ/GrossReceiptsAmt037664
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt023
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt037641
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03324
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01457
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01457
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TODD CLEARWATER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVEN MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CYNTHIA LANSFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GARY WELLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SCOTT COULSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt033981
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENCOURAGE THE BUILDING OF BETTER BANDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEMBERS VOLUNTEER UP TO TWO FREE CLINICSESSIONS EACH SCHOOL YEAR MEMBERS VOLUNTEER TO COVER CLASSES SO A DIRECTOR MAY OBSERVE OTHER DIRECTORS IN THE AREA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ORGANIZATION REIMBURSES PARTIAL EXPENSES FOR MEMBERS WHO ATTEND THE ANNUAL TEXAS MUSIC EDUCATORS ASSOCATION CONFERENCE AND THE TEXAS BANDMASTERS ASSOCIATION CONFERENCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE ORGANIZATION HOLDS AN ANNUAL CONFERENCE WHERE OUTSTANDING MEMBERS ARE RECOGNIZED
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023246
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12571
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039531
IRS990EZ/TotalProgramServiceExpensesAmt025817
IRS990EZ/TotalRevenueAmt037664
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PBMALPHA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt037641
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt037311
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt037082
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt031193
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt015554
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0158781
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt029
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt028
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt057
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt029
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt028
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt057
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportPY509Pct00.99950
IRS990ScheduleA/PublicSupportTotal509Amt0158781
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt037641
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt037311
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt037082
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt031193
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt015554
IRS990ScheduleA/Total509Grp/TotalAmt0158781
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt037641
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt037340
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt037110
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt031193
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt015554
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0158838
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTTRAVEL 1,700DUES 5,214PROGRAM SERVICE EXPENSES 25,817WEBSITE 1,055MISCELLANEOUS 195
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY WELLS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE SECRE
ReturnHeader/BusinessOfficerGrp/PhoneNum04096562288
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI BETA MU - ALPHA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHIB
ReturnHeader/Filer/EIN0760687574
ReturnHeader/Filer/USAddress/AddressLine1Txt04214 RAVENBANK DR
ReturnHeader/Filer/USAddress/CityNm0ROCKWALL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075087
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09406DE3D24C88B7DDDFED10744051D79E5E0B474
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09406DE3D24C88B7DDDFED10744051D79E5E0B474
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07924982018234rp0n4w4
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-08-22
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.32.160.204
ReturnHeader/FilingSecurityInformation/IPDt02018-08-22
ReturnHeader/FilingSecurityInformation/IPTm018:54:25
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454870014
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Alicia A Bourgeois CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0Box 60
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAMSHIRE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077622
ReturnHeader/PreparerPersonGrp/PhoneNum04097941160
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alicia A Bourgeois
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-08-22T16:25:31-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings