Civic Intelligence

Gamma Psi Chapter of Phi Kappa Tau

990EZ • Fiscal year 2023 • EIN 81-4379396

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 12, 2024

Organization ProfileN/A
1801 Uhland RoadSan Marcos, TX 78666

(214) 912-7310

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

23rd percentile

-9.1%

Higher net margin than 23% of similar nonprofits.

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

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

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

Asset Growth

5th percentile

-60%

Faster asset growth than 5% of similar nonprofits.

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

Revenue Growth

27th percentile

-6.7%

Faster revenue growth than 27% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$6,029

Flat from 2023

Net Assets

$6,029

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin23rd percentile

Revenue

Flat

$90,000

Flat from 2023

Expenses

Flat

$98,193

Flat from 2023

Net Income

Flat

-$8,193

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$15K$10K$5.0K$0Assets 2022: $14,964Liabilities 2022: $742Net Assets 2022: $14,2222022Assets 2023: $6,029Net Assets 2023: $6,0292023Assets 2023: $6,029Liabilities 2023: $02023

Highlighted filing

2023

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

Operations Trend

Revenue Growth27th percentile

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

$100K$50K$0-$50KRevenue 2022: $96,510Expenses 2022: $90,500Net Income 2022: $6,0102022Revenue 2023: $90,000Expenses 2023: $98,193Net Income 2023: -$8,1932023Revenue 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
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 12, 2024
Return Version
2022v5.0
Gross Receipts
$90,000
Mission and Program Overview

Mission

SOCIAL CLUB

Program Services

DescriptionGrantsExpenses
MEMBERSHIP AND DEVELOPMENT ACTIVITIES - 60+ MEMBERS BENEFITTING FROM EDUCATION AND LEADERSHIP SKILLS PROGRAMS-$44,546
RECRUITMENT ACTIVITIES - 40+ MEMBERS - NEW MEMBERS LEARN SOCIAL AND LEADERSHIP SKILLS.-$18,370
PHILANTHROPY BENEFICIARIES - SERIOUS FUN (PART OF THE PHI KAPPA TAU FOUNDATION).-$5,500
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MORGAN HAUGHTFin AdvisorPT$0--
ROBERTO GARCIAPresidentPT$0--
T J GODFREDSONTreasurerPT$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
Morgan Haught
Title
Fin Advisor
Signed
2024-01-12
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: $22765”

Other Expenses.1

“Social expenditures $44546”

Other Expenses.2

“Recruitment expenditures $18370”

Other Expenses.3

“MISCELLANEOUS $6252”

Other Expenses.4

“PHILANTHROPY $5500”

Total Liabilities.1

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

Raw XML Appendix127 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/PersonNm0T J GODFREDSON
IRS990EZ/BooksInCareOfDetail/PhoneNum02107162914
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01801 UHLAND ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN MARCOS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078666
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014964
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06029
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8193
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0760
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014964
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06029
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt022765
IRS990EZ/GrossReceiptsAmt090000
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00332
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt090000
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014222
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06029
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014222
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06029
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MORGAN HAUGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERTO GARCIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2T J GODFREDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FIN ADVISOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt074668
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 - SERIOUS FUN (PART OF THE PHI KAPPA TAU FOUNDATION).
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt044546
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt118370
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0742
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt098193
IRS990EZ/TotalProgramServiceExpensesAmt068416
IRS990EZ/TotalRevenueAmt090000
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: $22765
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SOCIAL EXPENDITURES $44546
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RECRUITMENT EXPENDITURES $18370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISCELLANEOUS $6252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PHILANTHROPY $5500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UTILITIES ACCOUNTS PAYABLE - Beginning $742 UTILITIES ACCOUNTS PAYABLE - Ending $0
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/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MORGAN HAUGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FIN ADVISOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-12
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02024-01-12T14:58:43-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MORGAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HAUGHT
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,029
Liabilities
-
Net assets
$6,029
Revenue
$90,000
Expenses
$98,193
Net income
-$8,193
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$6.03$6.03$90.0$98.2$8.19
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