Civic Intelligence

Pi Beta Phi Fraternity

990EZ • Fiscal year 2016 • EIN 22-2997591

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 01, 2016

20 NASSAU STREET suite 408Princeton, NJ 08542

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

58th percentile

0.01x

Higher debt load relative to assets than 58% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.01x

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

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Net Margin

24th percentile

-5.8%

Higher net margin than 24% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Asset Growth

28th percentile

-5.7%

Faster asset growth than 28% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

43rd percentile

-1.7%

Faster revenue growth than 43% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$50,784

Down $3,061 (-5.7%) from 2015

Net Assets

Down

$50,483

Down $3,362 (-6.2%) from 2015

Liabilities

Up

$301

Up $301 from 2015

Revenue

Down

$57,488

Down $971 (-1.7%) from 2015

Expenses

Down

$60,850

Down $4,243 (-6.5%) from 2015

Net Income

Up

-$3,362

Up $3,272 (+49%) from 2015

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $51,579Liabilities 2011: $625Net Assets 2011: $50,9542011Assets 2012: $49,623Liabilities 2012: $0Net Assets 2012: $49,6232012Assets 2013: $58,919Liabilities 2013: $0Net Assets 2013: $58,9192013Assets 2014: $60,479Liabilities 2014: $0Net Assets 2014: $60,4792014Assets 2015: $53,845Liabilities 2015: $0Net Assets 2015: $53,8452015Assets 2016: $50,784Liabilities 2016: $301Net Assets 2016: $50,4832016Assets 2017: $55,134Liabilities 2017: $30Net Assets 2017: $55,1042017Assets 2018: $56,505Liabilities 2018: $1,819Net Assets 2018: $54,6862018Assets 2019: $45,509Liabilities 2019: $2,005Net Assets 2019: $43,5042019Assets 2020: $36,438Liabilities 2020: $550Net Assets 2020: $35,8882020Assets 2021: $31,852Liabilities 2021: $0Net Assets 2021: $31,8522021Assets 2022: $46,395Liabilities 2022: $0Net Assets 2022: $46,3952022Assets 2023: $33,248Liabilities 2023: $0Net Assets 2023: $33,2482023

Highlighted filing

2016

Assets$50,784
Liabilities$301
Net Assets$50,483

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $103,337Expenses 2011: $124,211Net Income 2011: -$20,8742011Revenue 2012: $70,618Expenses 2012: $71,949Net Income 2012: -$1,3312012Revenue 2013: $56,166Expenses 2013: $46,870Net Income 2013: $9,2962013Revenue 2014: $59,542Expenses 2014: $57,982Net Income 2014: $1,5602014Revenue 2015: $58,459Expenses 2015: $65,093Net Income 2015: -$6,6342015Revenue 2016: $57,488Expenses 2016: $60,850Net Income 2016: -$3,3622016Revenue 2017: $78,023Expenses 2017: $73,401Net Income 2017: $4,6222017Revenue 2018: $58,469Expenses 2018: $58,887Net Income 2018: -$4182018Revenue 2019: $40,653Expenses 2019: $51,836Net Income 2019: -$11,1832019Revenue 2020: $35,657Expenses 2020: $43,273Net Income 2020: -$7,6162020Revenue 2021: $14,311Expenses 2021: $18,347Net Income 2021: -$4,0362021Revenue 2022: $55,870Expenses 2022: $41,327Net Income 2022: $14,5432022Revenue 2023: $35,436Expenses 2023: $48,583Net Income 2023: -$13,1472023

Highlighted filing

2016

Revenue$57,488
Expenses$60,850
Net Income-$3,362
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 1, 2016
Return Version
2015v3.0
Gross Receipts
$57,488
Mission and Program Overview

Mission

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

See Schedule O

Program Services

DescriptionGrantsExpenses
See schedule o--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cameron Ruffa 2015Chapter PresidentPT$0--
Lauren Elcan 2015VP Member DevelopmentPT$0--
Mary Heath Manning 2015VP Fraternity DevelopmentPT$0--
Kathleen Cordrey 2015VP FinancePT$0--
Jacquie Marshall 2015VP MembershipPT$0--
Deana Hamlin 2015VP AdministrationPT$0--
Everest Goldstein 2015VP PhilanthropyPT$0--
Rachel Leizman 2015VP CommunicationsPT$0--
Gabriella Garr 2015VP Event PlanningPT$0--
Deana Hamlin 2016Chapter PresidentPT$0--
Christina Huang 2016VP Member Development-$0--
Hannah Baumann 2016VP Fraternity Development-$0--
Jacklyn Jacobe 2016VP Finance-$0--
Tara Watumull 2016VP Membership-$0--
Laura Herman 2016VP Administration-$0--
Claire Egan 2016VP Philanthropy-$0--
Megan Tung 2016VP Communications-$0--
Lizzy McGee 2016VP Event PlanningPT$0--
Filing and Contact Details

Filer

Filer Name
New Jersey Alpha Chapter of Pi Beta Phi
EIN
22-2997591
In Care Of
% VP OF FINANCE
Phone
6362560680
Address
20 NASSAU STREET suite 408, PRINCETON, NJ 08542

Signing Officer

Name
Jacklyn Jacobe
Title
VP of Finance
Phone
6362560680
Signed
2016-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
101 S HANLEY RD STE 800, ST LOUIS, MO 63105
Preparer
Mary Jane Pieroni CPA
Phone
3148891100
Supplemental Narrative

Additional Explanations

Part I, Line 10:

Activity Classification: Contributions to charitable organizations Grantee Name: Less than $5,000 Amount Given: $4,000

Form 990-EZ, Part III, Primary exempt purpose:

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

Form 990-EZ, Part III, Line 28, Program Service Accomplishments:

The New Jersey 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 135 members.

Form 990-EZ, Part V,

Information regarding personal benefit contracts: The 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.

Form 990EZ Part I Line 16

Description:ENTERTAINMENT & SOCIAL Amount:17061

Form 990EZ Part I Line 16

Description:FRATERNITY OFFICER VISITS Amount:1954

Form 990EZ Part I Line 16

Description:INSURANCE Amount:3219

Form 990EZ Part I Line 16

Description:MEMBERSHIP DUES Amount:9237

Form 990EZ Part I Line 16

Description:RECRUITMENT Amount:2819

Form 990EZ Part I Line 16

Description:TECHNOLOGY FEE Amount:6250

Form 990EZ Part I Line 16

Description:BAD DEBT EXPENSE Amount:1850

Form 990EZ Part I Line 16

Description:BANK CHARGES Amount:1825

Form 990EZ Part I Line 16

Description:CHAPTER PROGRAMMING Amount:4014

Form 990EZ Part I Line 16

Description:CONVENTIONS & SEMINARS Amount:886

Form 990EZ Part II Line 26

Description:DUE TO MEMBERS EOY Amount:301

Raw XML Appendix232 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/USAddress/CityNm0Princeton
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt050784
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
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IRS990EZ/MembershipDuesAmt057486
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt053845
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt170
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt160
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt170
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Cameron Ruffa 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lauren Elcan 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mary Heath Manning 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kathleen Cordrey 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jacquie Marshall 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Deana Hamlin 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Everest Goldstein 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Rachel Leizman 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Gabriella Garr 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Deana Hamlin 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Christina Huang 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Hannah Baumann 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Jacklyn Jacobe 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Tara Watumull 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Laura Herman 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15Claire Egan 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16Megan Tung 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17Lizzy McGee 2016
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/TitleTxt9Chapter President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VP Member Development
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VP Fraternity Development
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12VP FInance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14VP Administration
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15VP Philanthropy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16VP Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt17VP Event Planning
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IRS990EZ/OtherExpensesTotalAmt049115
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IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/PrintingPublicationsPostageAmt0138
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IRS990EZ/WebsiteAddressTxt0www.pibetaphi.org/princeton
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Classification: Contributions to charitable organizations Grantee Name: Less than $5,000 Amount Given: $4,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1To mutually encourage and assist members in social, mental, and moral advancement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The New Jersey 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 135 members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Information regarding personal benefit contracts: The 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:ENTERTAINMENT & SOCIAL Amount:17061
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:FRATERNITY OFFICER VISITS Amount:1954
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:INSURANCE Amount:3219
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:MEMBERSHIP DUES Amount:9237
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:RECRUITMENT Amount:2819
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:TECHNOLOGY FEE Amount:6250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description:BAD DEBT EXPENSE Amount:1850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description:BANK CHARGES Amount:1825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description:CHAPTER PROGRAMMING Amount:4014
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description:CONVENTIONS & SEMINARS Amount:886
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Description:DUE TO MEMBERS EOY Amount:301
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 10:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part III, Primary exempt purpose:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part III, Line 28, Program Service Accomplishments:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part V,
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14FORM 990EZ PART II LINE 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JACKLYN JACOBE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum06362560680
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW JERSEY ALPHA CHAPTER OF PI BETA PHI
ReturnHeader/Filer/BusinessNameControlTxt0NEWJ
ReturnHeader/Filer/EIN0222997591
ReturnHeader/Filer/InCareOfNm0% VP OF FINANCE
ReturnHeader/Filer/PhoneNum06362560680
ReturnHeader/Filer/USAddress/AddressLine1Txt020 NASSAU STREET suite 408
ReturnHeader/Filer/USAddress/CityNm0PRINCETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008542
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 S HANLEY RD STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063105
ReturnHeader/PreparerPersonGrp/PhoneNum03148891100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary Jane Pieroni CPA
ReturnHeader/ReturnTs02017-04-24T19:04:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.35$0.49$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.56$0.41$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.14$0.18$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.36$0.01$0.36$0.36$0.43$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.46$0.02$0.44$0.41$0.52$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.57$0.02$0.55$0.58$0.59$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.78$0.73$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.50$0.57$0.61$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.58$0.65$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.60$0.58$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.00$0.59$0.56$0.47$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.00$0.50$0.71$0.72$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.01$0.51$1.03$1.24$0.21