Civic Intelligence

Pi Beta Phi Fraternity

990EZ • Fiscal year 2022 • EIN 06-1279899

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 11, 2023

1154 Town Country Commons DriveTown Country, MO 63017

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

98th percentile

1.24x

Higher debt load relative to assets than 98% of similar nonprofits.

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

Liabilities / Revenue

73rd percentile

0.07x

Higher debt load relative to revenue than 73% of similar nonprofits.

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

Net Margin

9th percentile

-30%

Higher net margin than 9% of similar nonprofits.

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

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.

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

Asset Growth

2nd percentile

-83%

Faster asset growth than 2% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

76th percentile

47%

Faster revenue growth than 76% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$8,085

Down $40,506 (-83%) from 2021

Net Assets

Down

-$1,915

Down $41,871 (-105%) from 2021

Liabilities

Up

$10,000

Up $1,365 (+16%) from 2021

Revenue

Up

$137,384

Up $43,856 (+47%) from 2021

Expenses

Up

$179,255

Up $32,403 (+22%) from 2021

Net Income

Up

-$41,871

Up $11,453 (+21%) from 2021

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0-$50KAssets 2011: $7,408Liabilities 2011: $5,4562011Assets 2012: $44,055Liabilities 2012: $0Net Assets 2012: $44,0552012Assets 2013: $62,296Liabilities 2013: $740Net Assets 2013: $61,5562013Assets 2014: $64,059Liabilities 2014: $0Net Assets 2014: $64,0592014Assets 2015: $72,025Liabilities 2015: $6,572Net Assets 2015: $65,4532015Assets 2016: $83,232Liabilities 2016: $2,210Net Assets 2016: $81,0222016Assets 2017: $92,496Liabilities 2017: $0Net Assets 2017: $92,4962017Assets 2018: $102,312Liabilities 2018: $9,968Net Assets 2018: $92,3442018Assets 2019: $59,890Liabilities 2019: $104Net Assets 2019: $59,7862019Assets 2020: $93,280Liabilities 2020: $0Net Assets 2020: $93,2802020Assets 2021: $48,591Liabilities 2021: $8,635Net Assets 2021: $39,9562021Assets 2022: $8,085Liabilities 2022: $10,000Net Assets 2022: -$1,9152022Assets 2023: $13,174Liabilities 2023: $26,119Net Assets 2023: -$12,9452023Assets 2024: $13,979Liabilities 2024: $0Net Assets 2024: $13,9792024

Highlighted filing

2022

Assets$8,085
Liabilities$10,000
Net Assets-$1,915

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $132,046Expenses 2011: $150,008Net Income 2011: -$17,9622011Revenue 2012: $94,565Expenses 2012: $52,462Net Income 2012: $42,1032012Revenue 2013: $75,027Expenses 2013: $57,526Net Income 2013: $17,5012013Revenue 2014: $151,348Expenses 2014: $148,845Net Income 2014: $2,5032014Revenue 2015: $158,569Expenses 2015: $157,175Net Income 2015: $1,3942015Revenue 2016: $166,967Expenses 2016: $151,398Net Income 2016: $15,5692016Revenue 2017: $89,092Expenses 2017: $77,618Net Income 2017: $11,4742017Revenue 2018: $63,482Expenses 2018: $63,634Net Income 2018: -$1522018Revenue 2019: $59,681Expenses 2019: $92,239Net Income 2019: -$32,5582019Revenue 2020: $66,156Expenses 2020: $32,662Net Income 2020: $33,4942020Revenue 2021: $93,528Expenses 2021: $146,852Net Income 2021: -$53,3242021Revenue 2022: $137,384Expenses 2022: $179,255Net Income 2022: -$41,8712022Revenue 2023: $84,725Expenses 2023: $95,755Net Income 2023: -$11,0302023Revenue 2024: $58,193Expenses 2024: $31,269Net Income 2024: $26,9242024

Highlighted filing

2022

Revenue$137,384
Expenses$179,255
Net Income-$41,871
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 11, 2023
Return Version
2021v4.2
Gross Receipts
$138,437
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
THE CONNECTICUT 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 COMMUINTY SERVICE PROJECTS. DURING THE CURRENT FISCAL YEAR, THE CHAPTER SERVES APPROXIMATELY 150 MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNABEL SOTOMI 2021Chapter PresidentPT$0--
JULIA BIALEK 2021VP OperationsPT$0--
CAROLINE REINER 2021VP Risk ManagementPT$0--
LILY SIEGEL 2021VP Member ExperiencePT$0--
GRACE VOJTA 2021VP Finance/HousingPT$0--
SABRINA GARCIA 2021VP Community RelationsPT$0--
SONYA GLADSTONE 2021VP RecruitmentPT$0--
LILY SIEGEL 2022Chapter PresidentPT$0--
JULIA BIALEK 2022VP OperationsPT$0--
WHITNEY BOWEN 2022VP Risk ManagementPT$0--
ALEX MCGUIRE 2022VP Member ExperiencePT$0--
CLAIRE CHEN 2022VP Finance/HousingPT$0--
Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Fraternity Connecticut
EIN
06-1279899
Phone
6362560680
Address
1154 TOWN COUNTRY COMMONS DRIVE, TOWN COUNTRY, MO 63017

Signing Officer

Name
Kristin Rugen CPA
Title
Frat/fhc Finance Director
Phone
6362560680
Signed
2023-02-11
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: interest income. Amount: 1.

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

Activity classification: contributions to charitable organizations. Grantee name: less than $5,000. Amount given: 2,856.

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

Description: chapter programming. Amount: 482. Description: advertising. Amount: 1,421. Description: office expenses. Amount: 1,506. Description: greekbill fees. Amount: 6,488. Description: enterainment & social. Amount: 24,506. Description: bad debt. Amount: 786. Total to form 990-ez, line 16: 35,189.

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

Description: other receivables. Beg. Of year amount: 95. End of year amount: 4,768.

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

Description: security deposits. Beg. Of year amount: 6,033. End of year amount: 0. Description: accounts payable. Beg. Of year amount: 2,602. End of year amount: 0. Description: due to chc/fhc. Beg. Of year amount: 0. End of year amount: 10,000.

Raw XML Appendix182 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/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum06362560680
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TOWN COUNTRY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANNABEL SOTOMI 2021
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIA BIALEK 2021
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CAROLINE REINER 2021
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LILY SIEGEL 2021
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GRACE VOJTA 2021
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SABRINA GARCIA 2021
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SONYA GLADSTONE 2021
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LILY SIEGEL 2022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JULIA BIALEK 2022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9WHITNEY BOWEN 2022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ALEX MCGUIRE 2022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11CLAIRE CHEN 2022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAPTER PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP OPERATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP RISK MANAGEMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP MEMBER EXPERIENCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP FINANCE/HOUSING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP COMMUNITY RELATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP RECRUITMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CHAPTER PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP OPERATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP RISK MANAGEMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VP MEMBER EXPERIENCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VP FINANCE/HOUSING
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationFiled990TInd01
IRS990EZ/OrganizationHadUBIInd01
IRS990EZ/OtherAssetsTotalDetail/BOYAmt095
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04768
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt035189
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO MUTUALLY ENCOURAGE AND ASSIST MEMBERS IN SOCIAL, MENTAL, AND MORAL ADVANCEMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE CONNECTICUT 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 COMMUINTY SERVICE PROJECTS. DURING THE CURRENT FISCAL YEAR, THE CHAPTER SERVES APPROXIMATELY 150 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt0901
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt08635
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010000
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0179255
IRS990EZ/TotalRevenueAmt0137384
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0YALE.PIBETAPHI.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS. GRANTEE NAME: LESS THAN $5,000. AMOUNT GIVEN: 2,856.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CHAPTER PROGRAMMING. AMOUNT: 482. DESCRIPTION: ADVERTISING. AMOUNT: 1,421. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 1,506. DESCRIPTION: GREEKBILL FEES. AMOUNT: 6,488. DESCRIPTION: ENTERAINMENT & SOCIAL. AMOUNT: 24,506. DESCRIPTION: BAD DEBT. AMOUNT: 786. TOTAL TO FORM 990-EZ, LINE 16: 35,189.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OTHER RECEIVABLES. BEG. OF YEAR AMOUNT: 95. END OF YEAR AMOUNT: 4,768.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: SECURITY DEPOSITS. BEG. OF YEAR AMOUNT: 6,033. END OF YEAR AMOUNT: 0. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 2,602. END OF YEAR AMOUNT: 0. DESCRIPTION: DUE TO CHC/FHC. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 10,000.
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTIN RUGEN CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FRAT/FHC FINANCE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06362560680
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PI BETA PHI FRATERNITY CONNECTICUT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PIBE
ReturnHeader/Filer/EIN0061279899
ReturnHeader/Filer/PhoneNum06362560680
ReturnHeader/Filer/USAddress/AddressLine1Txt01154 TOWN COUNTRY COMMONS DRIVE
ReturnHeader/Filer/USAddress/CityNm0TOWN COUNTRY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063017
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/PreparationDt02023-02-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNAH R PURK CPA
ReturnHeader/ReturnTs02023-02-15T15:54:28-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KRISTIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RUGEN CPA
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.00$0.14$0.58$0.31$0.27
2023Detailed filing. Detailed filing data is available for this year.$0.13$0.26$0.13$0.85$0.96$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.08$0.10$0.02$1.37$1.79$0.42
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.09$0.40$0.94$1.47$0.53
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.93$0.00$0.93$0.66$0.33$0.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.00$0.60$0.60$0.92$0.33
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.10$0.92$0.63$0.64$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.89$0.78$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.83$0.02$0.81$1.67$1.51$0.16
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.07$0.65$1.59$1.57$0.01
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.64$0.00$0.64$1.51$1.49$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.01$0.62$0.75$0.58$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.00$0.44$0.95$0.52$0.42
2011Summary only. Only limited summary data is available for this year.$0.07$0.05$1.32$1.50$0.18