Civic Intelligence

Phi Kappa Tau Fraternity Gamma Psi Chapter

EIN 81-4379396 • 501(c)7 • San Marcos, TX

Profile

SOCIAL CLUB

1801 Uhland RoadSan Marcos, TX 78666
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

57th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

58th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2023

Net Margin

25th percentile

-9.1%

Higher net margin than 25% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2023

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2022

Asset Growth

8th percentile

-60%

Faster asset growth than 8% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

31st percentile

-6.7%

Faster revenue growth than 31% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$6,029

Down $8,935 (-60%) from 2022

Liabilities

Down

$0

Down $742 (-100%) from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue58th percentileNet Margin25th percentile

Revenue

Down

$90,000

Down $6,510 (-6.7%) from 2022

Expenses

Up

$98,193

Up $7,693 (+8.5%) from 2022

Net Income

Down

-$8,193

Down $14,203 (-236%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0Assets 2022: $14,964Liabilities 2022: $742Net Assets 2022: $14,2222022Assets 2023: $6,029Liabilities 2023: $02023

Highlighted filing

2023

Assets$6,029
Liabilities$0
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth31st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2022: $96,510Expenses 2022: $90,500Net Income 2022: $6,0102022Revenue 2023: $90,000Expenses 2023: $98,193Net Income 2023: -$8,1932023

Highlighted filing

2023

Revenue$90,000
Expenses$98,193
Net Income-$8,193
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$6,029
Liabilities
$0
Net assets
-
Revenue
$90,000
Expenses
$98,193
Net income
-$8,193
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$6.03$0.00$90.0$98.2$8.19
2022Detailed filing. Detailed filing data is available for this year.$15.0$0.74$14.2$96.5$90.5$6.01
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 7, 2022
Return Version
2021v4.0
Gross Receipts
$96,510
Mission and Program Overview

Mission

SOCIAL CLUB

Program Services

DescriptionGrantsExpenses
MEMBERSHIP AND DEVELOPMENT ACTIVITIES - 60+ MEMBERS BENEFITTING FROM EDUCATION AND LEADERSHIP SKILLS PROGRAMS-$26,480
RECRUITMENT ACTIVITIES - 40+ MEMBERS - NEW MEMBERS LEARN SOCIAL AND LEADERSHIP SKILLS.-$16,300
PHILANTHROPY BENEFICIARIES - EVERY PENNY, DISABLE OUTDOORSMEN, AFRICAN NEW LIFE MINISTRIES, AND SERIOUS FUN (PART OF THE PHI KAPPA TAU FOUNDATION).-$5,000
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GLEN HARTMANFin AdvisorPT$0--
MORGAN HAUGHTPresidentPT$0--
ETHAN WINTILLTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Phi Kappa Tau Fraternity
EIN
81-4379396
Phone
2149127310
Address
1801 UHLAND ROAD, SAN MARCOS, TX 78666

Signing Officer

Name
Glen Hartman
Title
Fin Advisor
Signed
2022-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Patricia L Gavia CPA
Address
7316 COVERED BRIDGE DR, AUSTIN, TX 78736
Preparer
Patricia L Gavia
Phone
5123019347
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: DUES TO NATIONAL ORG | Donee's Name: THE PHI KAPPA TAU FRATERNITY | Donee's Address: 5221 MORNING SUN ROAD OXFORD OH 45056 | Cash Amount Given: $36720”

Other Expenses.1

“Social expenditures $26480”

Other Expenses.2

“Recruitment expenditures $16300”

Other Expenses.3

“MISCELLANEOUS $6000”

Other Expenses.4

“PHILANTHROPY $5000”

Total Liabilities.1

“UTILITIES ACCOUNTS PAYABLE - Beginning $0 UTILITIES ACCOUNTS PAYABLE - Ending $742”

Raw XML Appendix125 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ETHAN WINTILL
IRS990EZ/BooksInCareOfDetail/PhoneNum02149127310
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01801 UHLAND ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN MARCOS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078666
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08212
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014964
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06010
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08212
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014964
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt036720
IRS990EZ/GrossReceiptsAmt096510
IRS990EZ/GrossReceiptsForPublicUseAmt07750
IRS990EZ/GroupExemptionNum00332
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt07750
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt096510
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08212
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014222
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08212
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014222
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GLEN HARTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MORGAN HAUGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ETHAN WINTILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FIN ADVISOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt053780
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SOCIAL CLUB
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEMBERSHIP AND DEVELOPMENT ACTIVITIES - 60+ MEMBERS BENEFITTING FROM EDUCATION AND LEADERSHIP SKILLS PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1RECRUITMENT ACTIVITIES - 40+ MEMBERS - NEW MEMBERS LEARN SOCIAL AND LEADERSHIP SKILLS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PHILANTHROPY BENEFICIARIES - EVERY PENNY, DISABLE OUTDOORSMEN, AFRICAN NEW LIFE MINISTRIES, AND SERIOUS FUN (PART OF THE PHI KAPPA TAU FOUNDATION).
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026480
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt116300
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0742
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt090500
IRS990EZ/TotalProgramServiceExpensesAmt047780
IRS990EZ/TotalRevenueAmt096510
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: DUES TO NATIONAL ORG | Donee's Name: THE PHI KAPPA TAU FRATERNITY | Donee's Address: 5221 MORNING SUN ROAD OXFORD OH 45056 | Cash Amount Given: $36720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SOCIAL EXPENDITURES $26480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RECRUITMENT EXPENDITURES $16300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISCELLANEOUS $6000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PHILANTHROPY $5000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UTILITIES ACCOUNTS PAYABLE - Beginning $0 UTILITIES ACCOUNTS PAYABLE - Ending $742
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GLEN HARTMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FIN ADVISOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI KAPPA TAU FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0GAMMA PSI CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHIK
ReturnHeader/Filer/EIN0814379396
ReturnHeader/Filer/PhoneNum02149127310
ReturnHeader/Filer/USAddress/AddressLine1Txt01801 UHLAND ROAD
ReturnHeader/Filer/USAddress/CityNm0SAN MARCOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078666
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472649143
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PATRICIA L GAVIA CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07316 COVERED BRIDGE DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078736
ReturnHeader/PreparerPersonGrp/PhoneNum05123019347
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patricia L Gavia
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-07T14:00:29-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GLEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARTMAN
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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