Civic Intelligence

Pi Beta Phi Fraternity Connecticut Alpha Chapter

990EZ • Fiscal year 2015 • EIN 06-6069283

Jul 01, 2014 to Jun 30, 2015 • Filed on May 02, 2016

35 Laurel Way Building C2Storrs, CT 06269-0001

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

61st percentile

0.01x

Higher debt load relative to assets than 61% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Net Margin

62nd percentile

7.2%

Higher net margin than 62% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Asset Growth

88th percentile

42%

Faster asset growth than 88% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

79th percentile

19%

Faster revenue growth than 79% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$43,663

Up $12,904 (+42%) from 2014

Net Assets

Up

$43,137

Up $12,378 (+40%) from 2014

Liabilities

Up

$526

Up $526 from 2014

Revenue

Up

$117,349

Up $18,613 (+19%) from 2014

Expenses

Up

$108,940

Up $9,492 (+9.5%) from 2014

Net Income

Up

$8,409

Up $9,121 (+1281%) from 2014

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $27,346Liabilities 2011: $5052011Assets 2012: $31,583Liabilities 2012: $2,885Net Assets 2012: $28,6982012Assets 2013: $31,471Liabilities 2013: $0Net Assets 2013: $31,4712013Assets 2014: $30,759Liabilities 2014: $0Net Assets 2014: $30,7592014Assets 2015: $43,663Liabilities 2015: $526Net Assets 2015: $43,1372015Assets 2016: $57,335Liabilities 2016: $3,450Net Assets 2016: $53,8852016Assets 2017: $52,902Liabilities 2017: $152Net Assets 2017: $52,7502017Assets 2018: $73,913Liabilities 2018: $35Net Assets 2018: $73,8782018Assets 2019: $79,052Liabilities 2019: $155Net Assets 2019: $78,8972019Assets 2020: $95,997Liabilities 2020: $336Net Assets 2020: $95,6612020Assets 2021: $112,311Liabilities 2021: $86Net Assets 2021: $112,2252021Assets 2022: $118,769Liabilities 2022: $0Net Assets 2022: $118,7692022Assets 2023: $112,053Liabilities 2023: $427Net Assets 2023: $111,6262023Assets 2024: $87,516Liabilities 2024: $0Net Assets 2024: $87,5162024Assets 2025: $111,878Liabilities 2025: $0Net Assets 2025: $111,8782025

Highlighted filing

2015

Assets$43,663
Liabilities$526
Net Assets$43,137

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $118,738Expenses 2011: $98,025Net Income 2011: $20,7132011Revenue 2012: $86,428Expenses 2012: $84,571Net Income 2012: $1,8572012Revenue 2013: $90,670Expenses 2013: $87,897Net Income 2013: $2,7732013Revenue 2014: $98,736Expenses 2014: $99,448Net Income 2014: -$7122014Revenue 2015: $117,349Expenses 2015: $108,940Net Income 2015: $8,4092015Revenue 2016: $127,030Expenses 2016: $116,282Net Income 2016: $10,7482016Revenue 2017: $139,497Expenses 2017: $129,748Net Income 2017: $9,7492017Revenue 2018: $128,408Expenses 2018: $107,280Net Income 2018: $21,1282018Revenue 2019: $100,856Expenses 2019: $95,837Net Income 2019: $5,0192019Revenue 2020: $72,499Expenses 2020: $55,735Net Income 2020: $16,7642020Revenue 2021: $45,472Expenses 2021: $28,908Net Income 2021: $16,5642021Revenue 2022: $92,744Expenses 2022: $86,200Net Income 2022: $6,5442022Revenue 2023: $93,909Expenses 2023: $101,052Net Income 2023: -$7,1432023Revenue 2024: $84,250Expenses 2024: $108,360Net Income 2024: -$24,1102024Revenue 2025: $136,579Expenses 2025: $112,217Net Income 2025: $24,3622025

Highlighted filing

2015

Revenue$117,349
Expenses$108,940
Net Income$8,409
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 2, 2016
Return Version
2014v6.0
Gross Receipts
$118,360
Mission and Program Overview

Mission

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

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

Program Services

DescriptionGrantsExpenses
THE CONNECTICUT ALPHA 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 127 MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARA MCLEAN 2014Chapter PresidentPT$0--
HALEY EATON 2014VP Member DevelopmentPT$0--
KRISTIE LONGO 2014VP Fraternity DevelopmentPT$0--
KARA GUTCHO 2014VP FinancePT$0--
MELISSA OBER 2014VP MembershipPT$0--
NICOLE ZACHARIAS 2014VP AdministrationPT$0--
AVERY MOSES 2014VP PhilanthropyPT$0--
DANIELLE KLEIN 2014VP CommunicationsPT$0--
VARA PIKOR 2014VP Event PlanningPT$0--
RACHEL PUZZA 2014VP HousingPT$0--
KIM ROTHENBERGER 2015Chapter PresidentPT$0--
KAITLIN JENKINS 2015VP Member DevelopmentPT$0--
Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Fraternity Ct Alpha Chapter
EIN
06-6069283
Phone
6362560680
Address
35 LAUREL WAY BUILDING C2, STORRS, CT 06269-0001

Signing Officer

Name
Allison Lee
Title
VP of Finance
Phone
6362560680
Signed
2016-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
101 S HANLEY ROAD SUITE 800, ST LOUIS, MO 63105
Preparer
Mary Jane Pieroni CPA
Phone
3148891100
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: 3,773.

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

Description: campus obligations. Amount: 5,055. Description: chapter programming. Amount: 12,922. Description: composite expense. Amount: 4,405. Description: conventions & seminars. Amount: 4,401. Description: entertainment & social. Amount: 45,042. Description: fraternity officer visits. Amount: 1,217. Description: gifts. Amount: 1,381. Description: recruitment expense. Amount: 3,460. Description: special assessments. Amount: 8,669. Description: supplies. Amount: 2,335. Description: insurance. Amount: 3,277. Description: bad debt. Amount: 1,609. Description: food expense. Amount: 159. Total to form 990-ez, line 16: 93,932.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: prior period adjustment. Amount: 3,969.

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

Description: accounts receivable. Beg. Of year amount: 715. End of year amount: 6,969. Description: contributions receivable. Beg. Of year amount: 778. End of year amount: 1,353.

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

Description: contributions payable. Beg. Of year amount: 0. End of year amount: 526.

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/PersonNm0SARA MCLEAN 2014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HALEY EATON 2014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTIE LONGO 2014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KARA GUTCHO 2014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MELISSA OBER 2014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NICOLE ZACHARIAS 2014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6AVERY MOSES 2014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DANIELLE KLEIN 2014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8VARA PIKOR 2014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9RACHEL PUZZA 2014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10KIM ROTHENBERGER 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11KAITLIN JENKINS 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAPTER PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP MEMBER DEVELOPMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP FRATERNITY DEVELOPMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP ADMINISTRATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP PHILANTHROPY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP EVENT PLANNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP HOUSING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10CHAPTER PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VP MEMBER DEVELOPMENT
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OrganizationHadUBIInd01
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01493
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08322
IRS990EZ/OtherChangesInNetAssetsAmt03969
IRS990EZ/OtherExpensesTotalAmt093932
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO MUTUALLY ENCOURAGE AND ASSIST MEMBERS IN SOCIAL, MENTAL, AND MORAL ADVANCEMENT.
IRS990EZ/PrintingPublicationsPostageAmt0231
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE CONNECTICUT ALPHA 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 127 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt01319
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0526
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0108940
IRS990EZ/TotalRevenueAmt0117349
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PIBETAPHI.ORG/UCONN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS. GRANTEE NAME: LESS THAN $5,000. AMOUNT GIVEN: 3,773.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CAMPUS OBLIGATIONS. AMOUNT: 5,055. DESCRIPTION: CHAPTER PROGRAMMING. AMOUNT: 12,922. DESCRIPTION: COMPOSITE EXPENSE. AMOUNT: 4,405. DESCRIPTION: CONVENTIONS & SEMINARS. AMOUNT: 4,401. DESCRIPTION: ENTERTAINMENT & SOCIAL. AMOUNT: 45,042. DESCRIPTION: FRATERNITY OFFICER VISITS. AMOUNT: 1,217. DESCRIPTION: GIFTS. AMOUNT: 1,381. DESCRIPTION: RECRUITMENT EXPENSE. AMOUNT: 3,460. DESCRIPTION: SPECIAL ASSESSMENTS. AMOUNT: 8,669. DESCRIPTION: SUPPLIES. AMOUNT: 2,335. DESCRIPTION: INSURANCE. AMOUNT: 3,277. DESCRIPTION: BAD DEBT. AMOUNT: 1,609. DESCRIPTION: FOOD EXPENSE. AMOUNT: 159. TOTAL TO FORM 990-EZ, LINE 16: 93,932.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: 3,969.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 715. END OF YEAR AMOUNT: 6,969. DESCRIPTION: CONTRIBUTIONS RECEIVABLE. BEG. OF YEAR AMOUNT: 778. END OF YEAR AMOUNT: 1,353.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: CONTRIBUTIONS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 526.
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 I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 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/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLISON LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum06362560680
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PI BETA PHI FRATERNITY CT ALPHA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PIBE
ReturnHeader/Filer/EIN0066069283
ReturnHeader/Filer/PhoneNum06362560680
ReturnHeader/Filer/USAddress/AddressLine1Txt035 LAUREL WAY BUILDING C2
ReturnHeader/Filer/USAddress/CityNm0STORRS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0062690001
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135381590
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 S HANLEY ROAD SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063105
ReturnHeader/PreparerPersonGrp/PhoneNum03148891100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY JANE PIERONI CPA
ReturnHeader/ReturnTs02016-05-12T15:56:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$1.37$1.12$0.24
2024Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.84$1.08$0.24
2023Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.94$1.01$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.93$0.86$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.45$0.29$0.17
2020Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.72$0.56$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$1.01$0.96$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$1.28$1.07$0.21
2017Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$1.39$1.30$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.57$0.03$0.54$1.27$1.16$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.44$0.01$0.43$1.17$1.09$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.99$0.99$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.00$0.31$0.91$0.88$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.03$0.29$0.86$0.85$0.02
2011Summary only. Only limited summary data is available for this year.$0.27$0.01$1.19$0.98$0.21