Civic Intelligence

Pi Beta Phi Fraternity Vermont Beta Chapter

990EZ • Fiscal year 2020 • EIN 03-0189226

Jul 01, 2019 to Jun 30, 2020 • Filed on May 14, 2021

369 South Prospect StreetBurlington, VT 05401

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

52nd percentile

0.00x

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Net Margin

6th percentile

-78%

Higher net margin than 6% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

12th percentile

-23%

Faster asset growth than 12% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

13th percentile

-59%

Faster revenue growth than 13% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$109,854

Down $33,113 (-23%) from 2019

Net Assets

Down

$109,854

Down $32,386 (-23%) from 2019

Liabilities

Down

$0

Down $727 (-100%) from 2019

Revenue

Down

$41,432

Down $58,442 (-59%) from 2019

Expenses

Down

$73,819

Down $15,464 (-17%) from 2019

Net Income

Down

-$32,387

Down $42,978 (-406%) from 2019

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $55,617Liabilities 2011: $2882011Assets 2012: $58,096Liabilities 2012: $1,325Net Assets 2012: $56,7712012Assets 2013: $67,774Liabilities 2013: $1,350Net Assets 2013: $66,4242013Assets 2014: $70,042Liabilities 2014: $0Net Assets 2014: $70,0422014Assets 2015: $80,255Liabilities 2015: $200Net Assets 2015: $80,0552015Assets 2016: $100,028Liabilities 2016: $327Net Assets 2016: $99,7012016Assets 2017: $93,617Liabilities 2017: $1,139Net Assets 2017: $92,4782017Assets 2018: $133,226Liabilities 2018: $1,576Net Assets 2018: $131,6502018Assets 2019: $142,967Liabilities 2019: $727Net Assets 2019: $142,2402019Assets 2020: $109,854Liabilities 2020: $0Net Assets 2020: $109,8542020Assets 2021: $72,217Liabilities 2021: $0Net Assets 2021: $72,2172021Assets 2022: $76,393Liabilities 2022: $433Net Assets 2022: $75,9602022Assets 2023: $74,831Liabilities 2023: $24,840Net Assets 2023: $49,9912023Assets 2024: $48,331Liabilities 2024: $0Net Assets 2024: $48,3312024

Highlighted filing

2020

Assets$109,854
Liabilities$0
Net Assets$109,854

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $185,706Expenses 2011: $180,923Net Income 2011: $4,7832011Revenue 2012: $104,602Expenses 2012: $103,160Net Income 2012: $1,4422012Revenue 2013: $104,446Expenses 2013: $94,793Net Income 2013: $9,6532013Revenue 2014: $105,067Expenses 2014: $101,449Net Income 2014: $3,6182014Revenue 2015: $99,408Expenses 2015: $89,395Net Income 2015: $10,0132015Revenue 2016: $125,403Expenses 2016: $105,757Net Income 2016: $19,6462016Revenue 2017: $113,294Expenses 2017: $120,517Net Income 2017: -$7,2232017Revenue 2018: $130,469Expenses 2018: $91,297Net Income 2018: $39,1722018Revenue 2019: $99,874Expenses 2019: $89,283Net Income 2019: $10,5912019Revenue 2020: $41,432Expenses 2020: $73,819Net Income 2020: -$32,3872020Revenue 2021: $179,615Expenses 2021: $217,252Net Income 2021: -$37,6372021Revenue 2022: $266,164Expenses 2022: $262,421Net Income 2022: $3,7432022Revenue 2023: $256,912Expenses 2023: $282,881Net Income 2023: -$25,9692023Revenue 2024: $291,483Expenses 2024: $293,143Net Income 2024: -$1,6602024

Highlighted filing

2020

Revenue$41,432
Expenses$73,819
Net Income-$32,387
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 14, 2021
Return Version
2019v5.2
Gross Receipts
$41,531
Mission and Program Overview

Mission

To mutually encourage and assist members in social, mental, and moral advancement.

Program Services

DescriptionGrantsExpenses
THE VERMONT BETA CHAPTER OF PI BETA PHI FRATERNITY IS A MEMBERSHIP ORGANIZATION SUPPORTED BY DUES, FEES, CHARGES, OR OTHER FUNDS PAID BY ITS MEMBERS AND PROVIDES GOODS, FACILITIES, AND SERVICES TO MEMBERS WHILE ASSISTING STUDENTS IN IMPROVING VARIOUS EDUCATIONAL AND LEADERSHIP SKILLS BY SUPPORTING PHILANTHROPIC AND COMMUNITY SERVICE PROJECTS. DURING THE CURRENT FISCAL YEAR, THE CHAPTER SERVED APPROXIMATELY 98 MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EMMA BATES 2019Chapter PresidentPT$0--
CAROLINE BURKE 2019Vice President Finance/HousingPT$0--
KATIE DOYLE 2019Vice President RecruitmentPT$0--
CLAIR THIBEAULT 2019Vice President Community RelationsPT$0--
MADDIE HUBER 2019Vice President Of Member ExperiencePT$0--
SOPHIE HANDLOFF 2019Vice President Of OperationsPT$0--
JULIA GEIGER 2019Vice President Risk ManagementPT$0--
HOPE MURNEY 2019Vice President Community RelationsPT$0--
VICTORIA WATERFALL 2020Chapter PresidentPT$0--
SKYLAR PEARSE 2019Vice President Risk ManagementPT$0--
ERYN ERDMAN 2020Vice President Of Member ExperiencePT$0--
NINA PASTORE 2020Vice President Finance/HousingPT$0--
Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Fraternity Vermont Beta
EIN
03-0189226
Phone
6362560680
Address
369 SOUTH PROSPECT STREET, BURLINGTON, VT 05401

Signing Officer

Name
Kristin Rugen
Title
Fhc Finance Director
Phone
6362560680
Signed
2021-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Purk & Associates Pc
Address
1034 SOUTH BRENTWOOD BLVD STE 2000, SAINT LOUIS, MO 63117
Preparer
Jennah R Purk CPA
Phone
3148844000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: investment income. Amount: 13.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: contributions to charitable organizations less than $5,000. Grantee name: contributions to charitable organizations less grantee name: contributions to charitable organizations less. Date of gift: 12/31/19. Amount given: 1,923.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank service charges. Amount: 569. Description: campus obligations. Amount: 9,326. Description: chapter programming. Amount: 1,728. Description: composite expense. Amount: 2,772. Description: conventions and seminars. Amount: 6,495. Description: entertainment and social. Amount: 9,800. Description: food expense. Amount: 4,241. Description: gifts. Amount: 120. Description: insurance. Amount: 1,950. Description: special assessments. Amount: 17,892. Description: fraternity office visit. Amount: 1,019. Description: recruitment. Amount: 3,540. Description: miscellaneous expense. Amount: 326. Description: office supplies. Amount: 326. Description: taxes & licenses. Amount: 3,039. Total to form 990-ez, line 16: 63,143.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 1,390. End of year amount: 4,103. Description: grants receivable. Beg. Of year amount: 180. End of year amount: 0. Description: undeposited funds greek bill. Beg. Of year amount: 0. End of year amount: 248.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 80. End of year amount: 0. Description: grants payable. Beg. Of year amount: 369. End of year amount: 0. Description: due to members. Beg. Of year amount: 278. End of year amount: 0.

Raw XML Appendix178 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/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EMMA BATES 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAROLINE BURKE 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATIE DOYLE 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CLAIR THIBEAULT 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MADDIE HUBER 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SOPHIE HANDLOFF 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JULIA GEIGER 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7HOPE MURNEY 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8VICTORIA WATERFALL 2020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SKYLAR PEARSE 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ERYN ERDMAN 2020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11NINA PASTORE 2020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAPTER PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT FINANCE/HOUSING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT RECRUITMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT COMMUNITY RELATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT OF MEMBER EXPERIENCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDENT OF OPERATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDENT RISK MANAGEMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VICE PRESIDENT COMMUNITY RELATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8CHAPTER PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VICE PRESIDENT RISK MANAGEMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VICE PRESIDENT OF MEMBER EXPERIENCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VICE PRESIDENT FINANCE/HOUSING
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO MUTUALLY ENCOURAGE AND ASSIST MEMBERS IN SOCIAL, MENTAL, AND MORAL ADVANCEMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE VERMONT BETA CHAPTER OF PI BETA PHI FRATERNITY IS A MEMBERSHIP ORGANIZATION SUPPORTED BY DUES, FEES, CHARGES, OR OTHER FUNDS PAID BY ITS MEMBERS AND PROVIDES GOODS, FACILITIES, AND SERVICES TO MEMBERS WHILE ASSISTING STUDENTS IN IMPROVING VARIOUS EDUCATIONAL AND LEADERSHIP SKILLS BY SUPPORTING PHILANTHROPIC AND COMMUNITY SERVICE PROJECTS. DURING THE CURRENT FISCAL YEAR, THE CHAPTER SERVED APPROXIMATELY 98 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt02391
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt073819
IRS990EZ/TotalRevenueAmt041432
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0[email protected]
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 13.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS LESS THAN $5,000. GRANTEE NAME: CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS LESS GRANTEE NAME: CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS LESS. DATE OF GIFT: 12/31/19. AMOUNT GIVEN: 1,923.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 569. DESCRIPTION: CAMPUS OBLIGATIONS. AMOUNT: 9,326. DESCRIPTION: CHAPTER PROGRAMMING. AMOUNT: 1,728. DESCRIPTION: COMPOSITE EXPENSE. AMOUNT: 2,772. DESCRIPTION: CONVENTIONS AND SEMINARS. AMOUNT: 6,495. DESCRIPTION: ENTERTAINMENT AND SOCIAL. AMOUNT: 9,800. DESCRIPTION: FOOD EXPENSE. AMOUNT: 4,241. DESCRIPTION: GIFTS. AMOUNT: 120. DESCRIPTION: INSURANCE. AMOUNT: 1,950. DESCRIPTION: SPECIAL ASSESSMENTS. AMOUNT: 17,892. DESCRIPTION: FRATERNITY OFFICE VISIT. AMOUNT: 1,019. DESCRIPTION: RECRUITMENT. AMOUNT: 3,540. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 326. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 326. DESCRIPTION: TAXES & LICENSES. AMOUNT: 3,039. TOTAL TO FORM 990-EZ, LINE 16: 63,143.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 1,390. END OF YEAR AMOUNT: 4,103. DESCRIPTION: GRANTS RECEIVABLE. BEG. OF YEAR AMOUNT: 180. END OF YEAR AMOUNT: 0. DESCRIPTION: UNDEPOSITED FUNDS GREEK BILL. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 248.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 80. END OF YEAR AMOUNT: 0. DESCRIPTION: GRANTS PAYABLE. BEG. OF YEAR AMOUNT: 369. END OF YEAR AMOUNT: 0. DESCRIPTION: DUE TO MEMBERS. BEG. OF YEAR AMOUNT: 278. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTIN RUGEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FHC FINANCE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06362560680
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PI BETA PHI FRATERNITY VERMONT BETA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PIBE
ReturnHeader/Filer/EIN0030189226
ReturnHeader/Filer/PhoneNum06362560680
ReturnHeader/Filer/USAddress/AddressLine1Txt0369 SOUTH PROSPECT STREET
ReturnHeader/Filer/USAddress/CityNm0BURLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264532849
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PURK & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01034 SOUTH BRENTWOOD BLVD STE 2000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063117
ReturnHeader/PreparerPersonGrp/PhoneNum03148844000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNAH R PURK CPA
ReturnHeader/ReturnTs02021-05-17T09:37:17-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$2.91$2.93$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.75$0.25$0.50$2.57$2.83$0.26
2022Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$2.66$2.62$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$1.80$2.17$0.38
2020Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.41$0.74$0.32
2019Detailed filing. Detailed filing data is available for this year.$1.43$0.01$1.42$1.00$0.89$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.33$0.02$1.32$1.30$0.91$0.39
2017Detailed filing. Detailed filing data is available for this year.$0.94$0.01$0.92$1.13$1.21$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$1.25$1.06$0.20
2015Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.99$0.89$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$1.05$1.01$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.01$0.66$1.04$0.95$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.01$0.57$1.05$1.03$0.01
2011Summary only. Only limited summary data is available for this year.$0.56$0.00$1.86$1.81$0.05