Civic Intelligence

Pi Beta Phi Fraternity New York Eta Chapter

990EZ • Fiscal year 2016 • EIN 26-3125903

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 31, 2017

60 Washington Square S 7th FlNew York, NY 10012

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

Higher debt load relative to assets than 54% of similar nonprofits.

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

Liabilities / Revenue

54th percentile

0.00x

Higher debt load relative to revenue than 54% of similar nonprofits.

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

Net Margin

75th percentile

14%

Higher net margin than 75% 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

83rd percentile

24%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

62nd percentile

6.1%

Faster revenue growth than 62% of similar nonprofits.

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

Assets

Up

$86,465

Up $16,842 (+24%) from 2015

Net Assets

Up

$86,370

Up $17,247 (+25%) from 2015

Liabilities

Down

$95

Down $405 (-81%) from 2015

Revenue

Up

$125,953

Up $7,280 (+6.1%) from 2015

Expenses

Up

$108,706

Up $12,054 (+12%) from 2015

Net Income

Down

$17,247

Down $4,774 (-22%) from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $5,152Liabilities 2011: $1,225Net Assets 2011: $3,9272011Assets 2012: $14,316Liabilities 2012: $1,225Net Assets 2012: $13,0912012Assets 2013: $32,062Liabilities 2013: $1,050Net Assets 2013: $31,0122013Assets 2014: $47,602Liabilities 2014: $500Net Assets 2014: $47,1022014Assets 2015: $69,623Liabilities 2015: $500Net Assets 2015: $69,1232015Assets 2016: $86,465Liabilities 2016: $95Net Assets 2016: $86,3702016Assets 2017: $102,190Liabilities 2017: $0Net Assets 2017: $102,1902017Assets 2018: $109,922Liabilities 2018: $98Net Assets 2018: $109,8242018Assets 2019: $107,624Liabilities 2019: $106Net Assets 2019: $107,5182019Assets 2020: $84,561Liabilities 2020: $819Net Assets 2020: $83,7422020Assets 2021: $105,902Liabilities 2021: $0Net Assets 2021: $105,9022021Assets 2022: $92,220Liabilities 2022: $6,900Net Assets 2022: $85,3202022Assets 2023: $68,451Liabilities 2023: $2,941Net Assets 2023: $65,5102023Assets 2024: $81,901Liabilities 2024: $0Net Assets 2024: $81,9012024

Highlighted filing

2016

Assets$86,465
Liabilities$95
Net Assets$86,370

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $78,064Expenses 2011: $81,796Net Income 2011: -$3,7322011Revenue 2012: $61,166Expenses 2012: $52,002Net Income 2012: $9,1642012Revenue 2013: $72,115Expenses 2013: $54,194Net Income 2013: $17,9212013Revenue 2014: $82,005Expenses 2014: $65,915Net Income 2014: $16,0902014Revenue 2015: $118,673Expenses 2015: $96,652Net Income 2015: $22,0212015Revenue 2016: $125,953Expenses 2016: $108,706Net Income 2016: $17,2472016Revenue 2017: $136,303Expenses 2017: $120,483Net Income 2017: $15,8202017Revenue 2018: $140,469Expenses 2018: $132,835Net Income 2018: $7,6342018Revenue 2019: $120,754Expenses 2019: $123,060Net Income 2019: -$2,3062019Revenue 2020: $74,453Expenses 2020: $98,229Net Income 2020: -$23,7762020Revenue 2021: $50,795Expenses 2021: $28,635Net Income 2021: $22,1602021Revenue 2022: $63,131Expenses 2022: $83,713Net Income 2022: -$20,5822022Revenue 2023: $53,555Expenses 2023: $73,365Net Income 2023: -$19,8102023Revenue 2024: $84,400Expenses 2024: $68,009Net Income 2024: $16,3912024

Highlighted filing

2016

Revenue$125,953
Expenses$108,706
Net Income$17,247
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 31, 2017
Return Version
2015v3.0
Gross Receipts
$126,627
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
Heather Kuebel 2015Chapter PresidentPT$0--
Gabriela Wartels 2015VP Member DevelopmentPT$0--
Mariah Duff 2015VP Fraternity DevelopmentPT$0--
Wei Sun 2015VP FinancePT$0--
Victoria Wohler 2015VP MembershipPT$0--
Ellen Jang 2015VP AdministrationPT$0--
Laura Jacobs 2015VP PhilanthropyPT$0--
Justyna Torres 2015VP CommunicationsPT$0--
Kristyn Curran 2015VP Event PlanningPT$0--
Katherine Besheer 2015VP Housing-$0--
Alekandra Novikova 2016Chapter PresidentPT$0--
Kate Blumenthal 2016VP Member DevelopmentPT$0--
Jessica Stone 2016VP Fraternity DevelopmentPT$0--
Danielle Lincoln 2016VP FinancePT$0--
Elizabeth Wilt 2016VP MembershipPT$0--
Caroline Speetjens 2016VP AdministrationPT$0--
Lauren Riddles 2016VP PhilanthropyPT$0--
Ipsita Sen 2016VP CommunicationsPT$0--
Reed Redman 2016VP Event PlanningPT$0--
Rylee Nelson 2016VP Housing-$0--
Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Fraternity New York Eta Chapter
EIN
26-3125903
In Care Of
% VP OF FINANCE
Phone
6362560680
Address
60 Washington Square S 7th Fl, New York, NY 10012

Signing Officer

Name
Danielle Lincoln
Title
VP of Finance
Phone
6362560680
Signed
2017-01-31
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: $3,174

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 York 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 124 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:70

Form 990EZ Part I Line 16

Description:CAMPUS OBLIGATIONS Amount:1939

Form 990EZ Part I Line 16

Description:CHAPTER PROGRAMMING Amount:12533

Form 990EZ Part I Line 16

Description:COMPOSITE EXPENSE Amount:3189

Form 990EZ Part I Line 16

Description:CONVENTIONS & SEMINARS Amount:3756

Form 990EZ Part I Line 16

Description:ENTERTAINMENT & SOCIAL Amount:24449

Form 990EZ Part I Line 16

Description:FRATERNITY OFFICER VISIT Amount:1298

Form 990EZ Part I Line 16

Description:GIFTS Amount:429

Form 990EZ Part I Line 16

Description:HOUSE FUND FEE Amount:3915

Form 990EZ Part I Line 16

Description:RECRUITMENT Amount:9107

Form 990EZ Part I Line 16

Description:SPECIAL ASSESSMENTS Amount:36230

Form 990EZ Part I Line 16

Description:TAXES & LICENSES Amount:250

Form 990EZ Part II Line 24

Description:ACCOUNTS RECEIVABLE BOY Amount:271 EOY Amount:820

Form 990EZ Part II Line 26

Description:UNCLEARED CHECK LIABILITY BOY Amount:500 EOY Amount:95

Raw XML Appendix251 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/PersonNm0Heather Kuebel 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Gabriela Wartels 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mariah Duff 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Wei Sun 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Victoria Wohler 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Ellen Jang 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Laura Jacobs 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Justyna Torres 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Kristyn Curran 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Katherine Besheer 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Alekandra Novikova 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Kate Blumenthal 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Jessica Stone 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Danielle Lincoln 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Elizabeth Wilt 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15Caroline Speetjens 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16Lauren Riddles 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17Ipsita Sen 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm18Reed Redman 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm19Rylee Nelson 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/TitleTxt9VP Housing
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Chapter President
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
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt17VP Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt18VP Event Planning
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt19VP Housing
IRS990EZ/OperateHospitalInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Classification: Contributions to charitable organizations Grantee Name: Less than $5,000 Amount Given: $3,174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1To mutually encourage and assist members in social, mental, and moral advancement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The New York 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 124 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:BANK CHARGES Amount:70
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:CAMPUS OBLIGATIONS Amount:1939
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:CHAPTER PROGRAMMING Amount:12533
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:COMPOSITE EXPENSE Amount:3189
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:CONVENTIONS & SEMINARS Amount:3756
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:ENTERTAINMENT & SOCIAL Amount:24449
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description:FRATERNITY OFFICER VISIT Amount:1298
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description:GIFTS Amount:429
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description:HOUSE FUND FEE Amount:3915
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description:RECRUITMENT Amount:9107
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Description:SPECIAL ASSESSMENTS Amount:36230
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Description:TAXES & LICENSES Amount:250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Description:ACCOUNTS RECEIVABLE BOY Amount:271 EOY Amount:820
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Description:UNCLEARED CHECK LIABILITY BOY Amount:500 EOY Amount:95
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 I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16FORM 990EZ PART II LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17FORM 990EZ PART II LINE 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIELLE LINCOLN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP of Finance
ReturnHeader/BusinessOfficerGrp/PhoneNum06362560680
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pi Beta Phi Fraternity New York Eta Chapter
ReturnHeader/Filer/BusinessNameControlTxt0PIBE
ReturnHeader/Filer/EIN0263125903
ReturnHeader/Filer/InCareOfNm0% VP OF FINANCE
ReturnHeader/Filer/PhoneNum06362560680
ReturnHeader/Filer/USAddress/AddressLine1Txt060 Washington Square S 7th Fl
ReturnHeader/Filer/USAddress/CityNm0New York
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010012
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/ReturnTs02017-02-14T10:31:25-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.84$0.68$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.68$0.03$0.66$0.54$0.73$0.20
2022Detailed filing. Detailed filing data is available for this year.$0.92$0.07$0.85$0.63$0.84$0.21
2021Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.51$0.29$0.22
2020Detailed filing. Detailed filing data is available for this year.$0.85$0.01$0.84$0.74$0.98$0.24
2019Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$1.21$1.23$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$1.40$1.33$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$1.36$1.20$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$1.26$1.09$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.70$0.01$0.69$1.19$0.97$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.48$0.01$0.47$0.82$0.66$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.01$0.31$0.72$0.54$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.01$0.13$0.61$0.52$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.01$0.04$0.78$0.82$0.04