Civic Intelligence

Pi Beta Phi Fraternity

990EZ • Fiscal year 2021 • EIN 25-1483081

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 12, 2022

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

69th percentile

0.05x

Higher debt load relative to assets than 69% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

72nd percentile

0.09x

Higher debt load relative to revenue than 72% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Assets

$43,157

No earlier filing loaded for comparison.

Net Assets

$41,190

No earlier filing loaded for comparison.

Liabilities

$1,967

No earlier filing loaded for comparison.

Revenue

$21,682

No earlier filing loaded for comparison.

Expenses

$17,203

No earlier filing loaded for comparison.

Net Income

$4,479

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2021: $43,157Liabilities 2021: $1,967Net Assets 2021: $41,1902021Assets 2022: $43,981Liabilities 2022: $1,833Net Assets 2022: $42,1482022Assets 2023: $41,619Liabilities 2023: $526Net Assets 2023: $41,0932023

Highlighted filing

2021

Assets$43,157
Liabilities$1,967
Net Assets$41,190

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2021: $21,682Expenses 2021: $17,203Net Income 2021: $4,4792021Revenue 2022: $22,506Expenses 2022: $21,548Net Income 2022: $9582022Revenue 2023: $25,573Expenses 2023: $27,368Net Income 2023: -$1,7952023

Highlighted filing

2021

Revenue$21,682
Expenses$17,203
Net Income$4,479
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 12, 2022
Return Version
2020v4.1
Gross Receipts
$21,682
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
THE PENNSYLVANIA ZETA 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 47 MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CASSANDRA KOKAL 2020Chapter PresidentPT$0--
JULIE SHANNONVP OperationsPT$0--
SAMANTHA CASILE 2020VP Risk ManagementPT$0--
GABRIELLE FELDMAN 2020VP Member ExperiencePT$0--
MEGAN KENDRA 2020VP Finance/HousingPT$0--
JADYN JUREK 2020VP Community RelationsPT$0--
GRACIE GEGICK 2020VP RecruitmentPT$0--
KARON MCCLOSKEY 2021Chapter PresidentPT$0--
LINDSEY KOZIEL 2021VP OperationsPT$0--
SAMANTHA CASILE 2021VP Risk ManagementPT$0--
MARIA MLINARCIK 2021VP Member ExperiencePT$0--
CECELIA WEISS 2021VP Finance/HousingPT$0--
Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Fraternity Pennsylvania
EIN
25-1483081
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
2022-01-12
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: 2.

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

Description: advertising. Amount: 842. Description: office. Amount: 89. Description: chapter programming. Amount: 10,337. Description: entertainment & social. Amount: 885. Total to form 990-ez, line 16: 12,153.

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

Description: accounts payable. Beg. Of year amount: 0. End of year amount: 470. Description: due to chc/fhc. Beg. Of year amount: 0. End of year amount: 1,350. Description: contributions payable. Beg. Of year amount: 0. End of year amount: 147.

Raw XML Appendix172 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/TitleTxt4VP FINANCE/HOUSING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP COMMUNITY RELATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP RECRUITMENT
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IRS990EZ/WebsiteAddressTxt0WASHJEFF.PIBETAPHI.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADVERTISING. AMOUNT: 842. DESCRIPTION: OFFICE. AMOUNT: 89. DESCRIPTION: CHAPTER PROGRAMMING. AMOUNT: 10,337. DESCRIPTION: ENTERTAINMENT & SOCIAL. AMOUNT: 885. TOTAL TO FORM 990-EZ, LINE 16: 12,153.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 470. DESCRIPTION: DUE TO CHC/FHC. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,350. DESCRIPTION: CONTRIBUTIONS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 147.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 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
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ReturnHeader/BuildTS02022-05-20 13:21:51Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTIN RUGEN CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FRAT/FHC FINANCE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06362560680
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-12
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ZETA CHAPTER
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01034 SOUTH BRENTWOOD BLVD STE 2000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
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ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNAH R PURK CPA
ReturnHeader/ReturnTs02022-01-19T16:44:53-06:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RUGEN CPA
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings