Civic Intelligence

Pi Beta Phi Fraternity Pennsylvania Eta

990EZ • Fiscal year 2017 • EIN 23-2326715

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 29, 2017

Farnion Center Box 9485Easton, PA 18042

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

61st percentile

0.01x

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

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Net Margin

76th percentile

14%

Higher net margin than 76% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Asset Growth

81st percentile

21%

Faster asset growth than 81% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

70th percentile

10.0%

Faster revenue growth than 70% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$41,721

Up $7,342 (+21%) from 2016

Net Assets

Up

$41,271

Up $6,892 (+20%) from 2016

Liabilities

Up

$450

Up $450 from 2016

Revenue

Up

$47,598

Up $4,325 (+10.0%) from 2016

Expenses

Down

$40,706

Down $2,035 (-4.8%) from 2016

Net Income

Up

$6,892

Up $6,360 (+1195%) from 2016

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: $39,750Liabilities 2011: $350Net Assets 2011: $39,4002011Assets 2012: $35,197Liabilities 2012: $209Net Assets 2012: $34,9882012Assets 2013: $31,360Liabilities 2013: $0Net Assets 2013: $31,3602013Assets 2014: $34,231Liabilities 2014: $0Net Assets 2014: $34,2312014Assets 2015: $33,847Liabilities 2015: $0Net Assets 2015: $33,8472015Assets 2016: $34,379Liabilities 2016: $0Net Assets 2016: $34,3792016Assets 2017: $41,721Liabilities 2017: $450Net Assets 2017: $41,2712017Assets 2018: $37,342Liabilities 2018: $0Net Assets 2018: $37,3422018Assets 2019: $37,180Liabilities 2019: $3,597Net Assets 2019: $33,5832019Assets 2020: $34,740Liabilities 2020: $4,812Net Assets 2020: $29,9282020Assets 2021: $28,447Liabilities 2021: $5,004Net Assets 2021: $23,4432021Assets 2022: $35,834Liabilities 2022: $330Net Assets 2022: $35,5042022Assets 2023: $57,824Liabilities 2023: $1,275Net Assets 2023: $56,5492023Assets 2024: $73,078Liabilities 2024: $1,199Net Assets 2024: $71,8792024

Highlighted filing

2017

Assets$41,721
Liabilities$450
Net Assets$41,271

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $73,628Expenses 2011: $65,946Net Income 2011: $7,6822011Revenue 2012: $44,171Expenses 2012: $48,583Net Income 2012: -$4,4122012Revenue 2013: $53,036Expenses 2013: $56,664Net Income 2013: -$3,6282013Revenue 2014: $58,871Expenses 2014: $56,000Net Income 2014: $2,8712014Revenue 2015: $41,355Expenses 2015: $41,739Net Income 2015: -$3842015Revenue 2016: $43,273Expenses 2016: $42,741Net Income 2016: $5322016Revenue 2017: $47,598Expenses 2017: $40,706Net Income 2017: $6,8922017Revenue 2018: $53,967Expenses 2018: $57,897Net Income 2018: -$3,9302018Revenue 2019: $58,301Expenses 2019: $62,060Net Income 2019: -$3,7592019Revenue 2020: $35,902Expenses 2020: $39,557Net Income 2020: -$3,6552020Revenue 2021: $12,859Expenses 2021: $19,344Net Income 2021: -$6,4852021Revenue 2022: $55,304Expenses 2022: $43,243Net Income 2022: $12,0612022Revenue 2023: $74,064Expenses 2023: $53,019Net Income 2023: $21,0452023Revenue 2024: $74,604Expenses 2024: $59,274Net Income 2024: $15,3302024

Highlighted filing

2017

Revenue$47,598
Expenses$40,706
Net Income$6,892
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 29, 2017
Return Version
2016v3.1
Gross Receipts
$49,353
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 0.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alaina Ungarini 2016Chapter PresidentPT$0--
Laura Trocchia 2016VP Member DevelopmentPT$0--
Kristin Cabrera 2016VP Fraternity DevelopmentPT$0--
Emma Sherry 2016VP FinancePT$0--
Nicole Lauricella 2016VP MembershipPT$0--
Merinda Hansen-Kemp 2016VP AdministrationPT$0--
Kelly McGrail 2016VP PhilanthropyPT$0--
Azing Chin 2016VP CommunicationsPT$0--
Emma Cohen 2016VP Event PlanningPT$0--
Nicole Damore 2016VP HousingPT$0--
Nicole Lauricella 2017Chapter PresidentPT$0--
Christina Yerdon 2017VP Member DevelopmentPT$0--
Jamie Gunther 2017VP Fraternity DevelopmentPT$0--
Emily Geller 2017VP FinancePT$0--
Catherine Leschin 2017VP MembershipPT$0--
Jenna Ellis 2017VP AdministrationPT$0--
Alexandra Kelley 2017VP PhilanthropyPT$0--
Mailinda Hoxha 2017VP CommunicationsPT$0--
Courtney Devita 2017VP Event PlanningPT$0--
Erin Coyne 2017VP HousingPT$0--
Filing and Contact Details

Filer

Filer Name
Pi Beta Phi-fraternity-pa Eta
EIN
23-2326715
In Care Of
% VP OF FINANCE
Phone
6362560680
Address
FARNION CENTER BOX 9485, EASTON, PA 18042

Signing Officer

Name
Emily Geller
Title
VP of Finance
Phone
6362560680
Signed
2017-09-29
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

Form 990-EZ, Part I, Line 10, Grants and Allocations:

Activity Classification: Contributions to Charitable Organizations Grantee name: Pi Beta Phi Foundation Amount Given: $1,535.

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 Pennsylvania ETA 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 80 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:BANK CHARGES Amount:134

Form 990EZ Part I Line 16

Description:CAMPUS OBLIGATIONS Amount:2184

Form 990EZ Part I Line 16

Description:CHAPTER PROGRAMMING Amount:2866

Form 990EZ Part I Line 16

Description:COMPOSITE EXPENSE Amount:2328

Form 990EZ Part I Line 16

Description:INSURANCE Amount:1479

Form 990EZ Part I Line 16

Description:ENTERTAINMENT & SOCIAL Amount:11272

Form 990EZ Part I Line 16

Description:FRATERNITY OFFICER VISIT Amount:270

Form 990EZ Part I Line 16

Description:GIFTS Amount:58

Form 990EZ Part I Line 16

Description:RECRUITMENT Amount:3445

Form 990EZ Part I Line 16

Description:SPECIAL ASSESSMENTS Amount:693

Form 990EZ Part I Line 16

Description:OFFICE SUPPLIES Amount:22

Form 990EZ Part I Line 16

Description:TECHNOLOGY FEES Amount:3150

Raw XML Appendix264 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Laura Trocchia 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kristin Cabrera 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Emma Sherry 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Nicole Lauricella 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Merinda Hansen-Kemp 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Kelly McGrail 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Azing Chin 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Emma Cohen 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Nicole Damore 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Nicole Lauricella 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Christina Yerdon 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Jamie Gunther 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Emily Geller 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Catherine Leschin 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15Jenna Ellis 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16Alexandra Kelley 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17Mailinda Hoxha 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm18Courtney Devita 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm19Erin Coyne 2017
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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VP Member Development
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12VP Fraternity Development
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13VP Finance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15VP Administration
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16VP Philanthropy
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt18VP Event Planning
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Classification: Contributions to Charitable Organizations Grantee name: Pi Beta Phi Foundation Amount Given: $1,535.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1To mutually encourage and assist members in social, mental, and moral advancement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Pennsylvania ETA 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 80 members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Contracts: 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:BANK CHARGES Amount:134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:CAMPUS OBLIGATIONS Amount:2184
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:CHAPTER PROGRAMMING Amount:2866
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:COMPOSITE EXPENSE Amount:2328
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:INSURANCE Amount:1479
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:ENTERTAINMENT & SOCIAL Amount:11272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description:FRATERNITY OFFICER VISIT Amount:270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description:GIFTS Amount:58
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description:RECRUITMENT Amount:3445
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description:SPECIAL ASSESSMENTS Amount:693
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Description:OFFICE SUPPLIES Amount:22
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Description:TECHNOLOGY FEES Amount:3150
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants and Allocations:
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, Information Regarding Personal Benefit
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990EZ PART I LINE 16
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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 I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15FORM 990EZ PART I LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EMILY GELLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP of Finance
ReturnHeader/BusinessOfficerGrp/PhoneNum06362560680
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PI BETA PHI-FRATERNITY-PA ETA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PIBE
ReturnHeader/Filer/EIN0232326715
ReturnHeader/Filer/InCareOfNm0% VP OF FINANCE
ReturnHeader/Filer/PhoneNum06362560680
ReturnHeader/Filer/USAddress/AddressLine1Txt0FARNION CENTER BOX 9485
ReturnHeader/Filer/USAddress/CityNm0EASTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018042
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02493281864115003ADC37966982E191C04DC9172
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05C8A9264EEA6286C8A3AC98A0C71ADF3D5FAB8BE
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId043992620172785000001
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-10-05
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.249.80.1
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/ReturnTs02017-10-05T12:16:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$73.1$1.20$71.9$74.6$59.3$15.3
2023Detailed filing. Detailed filing data is available for this year.$57.8$1.28$56.5$74.1$53.0$21.0
2022Detailed filing. Detailed filing data is available for this year.$35.8$0.33$35.5$55.3$43.2$12.1
2021Detailed filing. Detailed filing data is available for this year.$28.4$5.00$23.4$12.9$19.3$6.49
2020Detailed filing. Detailed filing data is available for this year.$34.7$4.81$29.9$35.9$39.6$3.66
2019Detailed filing. Detailed filing data is available for this year.$37.2$3.60$33.6$58.3$62.1$3.76
2018Detailed filing. Detailed filing data is available for this year.$37.3$0.00$37.3$54.0$57.9$3.93
2017Detailed filing. Detailed filing data is available for this year.$41.7$0.45$41.3$47.6$40.7$6.89
2016Detailed filing. Detailed filing data is available for this year.$34.4$0.00$34.4$43.3$42.7$0.53
2015Detailed filing. Detailed filing data is available for this year.$33.8$0.00$33.8$41.4$41.7$0.38
2014Detailed filing. Detailed filing data is available for this year.$34.2$0.00$34.2$58.9$56.0$2.87
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.4$0.00$31.4$53.0$56.7$3.63
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.2$0.21$35.0$44.2$48.6$4.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.8$0.35$39.4$73.6$65.9$7.68