Civic Intelligence

Pi Beta Phi Fraternity Pennsylvania Epsilon Chapter

990 • Fiscal year 2017 • EIN 25-6064388

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 21, 2017

421 Cross HallUniversity Park, PA 16802

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

Higher debt load relative to revenue than 56% of similar nonprofits.

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

Net Margin

88th percentile

26%

Higher net margin than 88% 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

91st percentile

52%

Faster asset growth than 91% of similar nonprofits.

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

Revenue Growth

87th percentile

28%

Faster revenue growth than 87% of similar nonprofits.

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

Assets

Up

$142,209

Up $48,733 (+52%) from 2016

Net Assets

Up

$141,781

Up $51,983 (+58%) from 2016

Liabilities

Down

$428

Down $3,250 (-88%) from 2016

Revenue

Up

$202,126

Up $44,741 (+28%) from 2016

Expenses

Up

$150,143

Up $1,876 (+1.3%) from 2016

Net Income

Up

$51,983

Up $42,865 (+470%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $7,517Liabilities 2011: $500Net Assets 2011: $7,0172011Assets 2012: $20,457Liabilities 2012: $0Net Assets 2012: $20,4572012Assets 2013: $38,690Liabilities 2013: $0Net Assets 2013: $38,6902013Assets 2014: $53,382Liabilities 2014: $206Net Assets 2014: $53,1762014Assets 2015: $82,099Liabilities 2015: $1,419Net Assets 2015: $80,6802015Assets 2016: $93,476Liabilities 2016: $3,678Net Assets 2016: $89,7982016Assets 2017: $142,209Liabilities 2017: $428Net Assets 2017: $141,7812017Assets 2018: $144,958Liabilities 2018: $381Net Assets 2018: $144,5772018Assets 2019: $129,217Liabilities 2019: $816Net Assets 2019: $128,4012019Assets 2020: $178,461Liabilities 2020: $1,234Net Assets 2020: $177,2272020Assets 2021: $157,511Liabilities 2021: $0Net Assets 2021: $157,5112021Assets 2022: $200,826Liabilities 2022: $246Net Assets 2022: $200,5802022Assets 2023: $192,328Liabilities 2023: $972Net Assets 2023: $191,3562023Assets 2024: $216,518Liabilities 2024: $246Net Assets 2024: $216,2722024Assets 2025: $264,528Liabilities 2025: $246Net Assets 2025: $264,2822025

Highlighted filing

2017

Assets$142,209
Liabilities$428
Net Assets$141,781

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $111,616Expenses 2011: $106,360Net Income 2011: $5,2562011Revenue 2012: $89,155Expenses 2012: $75,715Net Income 2012: $13,4402012Revenue 2013: $98,057Expenses 2013: $79,824Net Income 2013: $18,2332013Revenue 2014: $119,232Expenses 2014: $104,746Net Income 2014: $14,4862014Revenue 2015: $152,580Expenses 2015: $125,076Net Income 2015: $27,5042015Revenue 2016: $157,385Expenses 2016: $148,267Net Income 2016: $9,1182016Revenue 2017: $202,126Expenses 2017: $150,143Net Income 2017: $51,9832017Revenue 2018: $166,931Expenses 2018: $164,135Net Income 2018: $2,7962018Revenue 2019: $143,675Expenses 2019: $159,852Net Income 2019: -$16,1772019Revenue 2020: $174,543Expenses 2020: $125,717Net Income 2020: $48,8262020Revenue 2021: $96,849Expenses 2021: $116,565Net Income 2021: -$19,7162021Revenue 2022: $217,851Expenses 2022: $174,782Net Income 2022: $43,0692022Revenue 2023: $220,344Expenses 2023: $229,568Net Income 2023: -$9,2242023Revenue 2024: $202,886Expenses 2024: $177,970Net Income 2024: $24,9162024Revenue 2025: $215,062Expenses 2025: $167,052Net Income 2025: $48,0102025

Highlighted filing

2017

Revenue$202,126
Expenses$150,143
Net Income$51,983
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 21, 2017
Return Version
2016v3.1
Gross Receipts
$202,126
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$65,771$105,713▲ $39,942
Savings and Temporary Cash Investments$24,633$24,642▲ $9
Accounts Receivable$3,072$11,854▲ $8,782
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$93,476$142,209▲ $48,733
Other Assets Total$0$0→ $0
Liabilities
Grants Payable$2,767$0▼ $2,767
Accounts Payable and Accrued Expenses$911$428▼ $483
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$3,678$428▼ $3,250
Net Assets / Fund Balance
Unrestricted Net Assets$89,798$141,781▲ $51,983
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$89,798$141,781▲ $51,983
Total Liabilities and Net Assets / Fund Balance$93,476$142,209▲ $48,733
Compensation and Service Providers

Board Members and Trustees

NameTitle
Julia Rocchio 2016Chapter President
Julia Rocchio 2017Chapter President
Sarah Smolko 2016VP Administration
Sarah Smolko 2017VP Administration
Caitlin Dunne 2016VP Communications
Caitlin Dunne 2017VP Communications
Madison Miller 2016VP Event Planning
Madison Miller 2017VP Event Planning
Kylie Krout 2016VP Finance
Kylie Krout 2017VP Finance
Rachel Frey 2016VP Fraternity Development
Rachel Frey 2017VP Fraternity Development
Claire Gilmore 2016VP Housing
Claire Gilmore 2017VP Housing
Morgan Keefe 2016VP Member Development
Morgan Keefe 2017VP Member Development
Amanda Burchell 2016VP Membership
Amanda Burchell 2017VP Membership
Sarah Dermes 2016VP Philanthropy
Sarah Dermes 2017VP Philanthropy
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$201,948
Investment Income
$8
Other Revenue
$170
Change in Net Assets
$51,983
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$149,973
Grants and Similar Amounts Paid$170
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other---$10,875
Information Technology---$7,900
Advertising---$7,650
Conferences and Meetings---$6,904
Insurance---$4,640
Office Expenses---$4,534
Fees for Services Accounting---$3,080
Occupancy---$785
Other Expenses---$656
Grants to Domestic Orgs---$170
Total Functional Expenses$0$0$0$150,143
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$170
Fundraising Direct Expenses$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

FORM 990, PART VI, SECTION A, LINE 6:

The organization is a membership organization consisting of undergraduate members and alumnae members who participate in activities held by the chapter.

FORM 990, PART VI, SECTION A, LINE 7A:

The executive council of the chapter is elected by the undergraduate and alumnae members.

FORM 990, PART VI, SECTION A, LINE 7B:

Decisions made by the executive council of the organization must be voted on by members of the chapter.

FORM 990, PART VI, SECTION A, LINE 8B:

There is no committee with authority to act on behalf of the governing body.

FORM 990, PART VI, SECTION B, LINE 11:

The vice president of finance, under the guidance of the alumnae advisory committee financial advisor, reviewed form 990 in detail on behalf of the executive council.

FORM 990, PART VI, SECTION C, LINE 19:

The organization makes its governing documents available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Fraternity Pennsylvania Epsilon
EIN
25-6064388
In Care Of
% VP OF FINANCE
Phone
6362560680
Address
421 Cross Hall, University Park, PA 16802

Signing Officer

Name
Kylie Krout
Title
VP of Finance
Phone
6362560680
Signed
2017-11-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julia Rocchio
Formed
1953
Legal Domicile
Pa
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
14

Preparer

Firm
Bdo USA Llp
Address
101 S HANLEY RD STE 800, ST LOUIS, MO 63105
Preparer
Mary Jane Pieroni CPA
Phone
3148891100
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IRS990/Form990PartVIISectionAGrp/PersonNm11Morgan Keefe 2017
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IRS990/Form990PartVIISectionAGrp/PersonNm13Kylie Krout 2017
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IRS990/Form990PartVIISectionAGrp/TitleTxt3VP Finance
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IRS990/Form990PartVIISectionAGrp/TitleTxt5VP Administration
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IRS990/Form990PartVIISectionAGrp/TitleTxt17VP Communications
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP Event Planning
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IRS990/ReportOtherLiabilitiesInd0false
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.64$2.15$1.67$0.48
2024Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.16$2.03$1.78$0.25
2023Detailed filing. Detailed filing data is available for this year.$1.92$0.01$1.91$2.20$2.30$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$2.18$1.75$0.43
2021Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.97$1.17$0.20
2020Detailed filing. Detailed filing data is available for this year.$1.78$0.01$1.77$1.75$1.26$0.49
2019Detailed filing. Detailed filing data is available for this year.$1.29$0.01$1.28$1.44$1.60$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$1.67$1.64$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$2.02$1.50$0.52
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.04$0.90$1.57$1.48$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.01$0.81$1.53$1.25$0.28
2014Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$1.19$1.05$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.00$0.39$0.98$0.80$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.00$0.20$0.89$0.76$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.01$0.07$1.12$1.06$0.05