Civic Intelligence

Pi Beta Phi Fraternity Ohio Kappa Chapter

990EZ • Fiscal year 2018 • EIN 27-0810049

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 09, 2018

2634 Stratford Bld 18 Rm 304 Bx 390Cincinnati, OH 45220

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

Higher debt load relative to assets than 52% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

52nd percentile

0.00x

Higher debt load relative to revenue than 52% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Net Margin

22nd percentile

-8.8%

Higher net margin than 22% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Asset Growth

22nd percentile

-9.8%

Faster asset growth than 22% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

62nd percentile

5.2%

Faster revenue growth than 62% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$152,152

Down $16,614 (-9.8%) from 2017

Net Assets

Down

$152,141

Down $16,625 (-9.9%) from 2017

Liabilities

Up

$11

Up $11 from 2017

Revenue

Up

$189,797

Up $9,442 (+5.2%) from 2017

Expenses

Up

$206,422

Up $32,489 (+19%) from 2017

Net Income

Down

-$16,625

Down $23,047 (-359%) from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $105,626Liabilities 2011: $0Net Assets 2011: $105,6262011Assets 2012: $136,225Liabilities 2012: $38Net Assets 2012: $136,1872012Assets 2013: $137,772Liabilities 2013: $0Net Assets 2013: $137,7722013Assets 2014: $154,238Liabilities 2014: $0Net Assets 2014: $154,2382014Assets 2015: $155,416Liabilities 2015: $0Net Assets 2015: $155,4162015Assets 2016: $162,344Liabilities 2016: $0Net Assets 2016: $162,3442016Assets 2017: $168,766Liabilities 2017: $0Net Assets 2017: $168,7662017Assets 2018: $152,152Liabilities 2018: $11Net Assets 2018: $152,1412018Assets 2019: $164,833Liabilities 2019: $3,857Net Assets 2019: $160,9762019Assets 2020: $186,887Liabilities 2020: $6,116Net Assets 2020: $180,7712020Assets 2021: $194,030Liabilities 2021: $0Net Assets 2021: $194,0302021Assets 2022: $207,561Liabilities 2022: $240Net Assets 2022: $207,3212022Assets 2023: $189,039Liabilities 2023: $273Net Assets 2023: $188,7662023Assets 2024: $189,967Liabilities 2024: $31Net Assets 2024: $189,9362024

Highlighted filing

2018

Assets$152,152
Liabilities$11
Net Assets$152,141

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $158,500Expenses 2011: $104,340Net Income 2011: $54,1602011Revenue 2012: $147,136Expenses 2012: $116,575Net Income 2012: $30,5612012Revenue 2013: $152,753Expenses 2013: $151,168Net Income 2013: $1,5852013Revenue 2014: $160,939Expenses 2014: $144,473Net Income 2014: $16,4662014Revenue 2015: $178,932Expenses 2015: $177,754Net Income 2015: $1,1782015Revenue 2016: $166,019Expenses 2016: $159,091Net Income 2016: $6,9282016Revenue 2017: $180,355Expenses 2017: $173,933Net Income 2017: $6,4222017Revenue 2018: $189,797Expenses 2018: $206,422Net Income 2018: -$16,6252018Revenue 2019: $160,641Expenses 2019: $151,806Net Income 2019: $8,8352019Revenue 2020: $140,580Expenses 2020: $120,785Net Income 2020: $19,7952020Revenue 2021: $55,801Expenses 2021: $42,542Net Income 2021: $13,2592021Revenue 2022: $144,088Expenses 2022: $130,797Net Income 2022: $13,2912022Revenue 2023: $107,993Expenses 2023: $126,548Net Income 2023: -$18,5552023Revenue 2024: $108,124Expenses 2024: $106,954Net Income 2024: $1,1702024

Highlighted filing

2018

Revenue$189,797
Expenses$206,422
Net Income-$16,625
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 9, 2018
Return Version
2017v2.3
Gross Receipts
$191,752
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
Meghan Grenier 2017Chapter PresidentPT$0--
Haley Deckman 2017VP Member DevelopmentPT$0--
Courtney Kendall 2017VP Fraternity DevelopmentPT$0--
Layne Bacon 2017VP FinancePT$0--
Nikki Mckenna 2017VP MembershipPT$0--
Rachael Pappalardo 2017VP AdministrationPT$0--
Audrey Miller 2017VP PhilanthropyPT$0--
Lindsay Combs 2017VP CommunicationsPT$0--
Meghan Mays 2017VP Event PlanningPT$0--
Olivia Sload 2017VP HousingPT$0--
Lesley Knowlton 2018Chapter PresidentPT$0--
Kate Ducey 2018VP Member DevelopmentPT$0--
Paige Gililand 2018VP Fraternity DevelopmentPT$0--
Cara Smith 2018VP FinancePT$0--
Claire Tankersley 2018VP MembershipPT$0--
Kelly Tessin 2018VP AdministrationPT$0--
Miranda Rogers 2018VP PhilanthropyPT$0--
Emilie Gunn 2018VP CommunicationsPT$0--
Destinee Friedmann 2018VP Event PlanningPT$0--
Jenna Kreinbrink 2018VP HousingPT$0--
Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Fraternity Ohio Kappa Chapter
EIN
27-0810049
In Care Of
% VP OF FINANCE
Phone
6362560680
Address
2634 Stratford Bld 18 Rm 304 Bx 390, Cincinnati, OH 45220

Signing Officer

Name
Cara Smith
Title
VP of Finance
Phone
6362560680
Signed
2018-11-09
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: Charitable Grantee Name: Pi Beta Phi Foundation Address: 1154 Town & Country Commons Drive, Town & Country, MO 63017 Amount Given: $12,892 Activity Classification: Contributions to charitable organizations Grantee Name: Less than $5,000 Amount Given: $2,360 Total Included on Form 990-EZ, Line 10: $15,252

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 Ohio Kappa 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 115 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 10

DONEES NAME:Pi Beta Phi Foundation DONEES ADDRESS:1154 Town Country Commons Drive RELATIONSHIP:None PURPOSE OF PAYMENT:Charitable AMOUNT:12892

Form 990EZ Part I Line 16

Description:BANK CHARGES Amount:20

Form 990EZ Part I Line 16

Description:CAMPUS OBLIGATIONS Amount:4942

Form 990EZ Part I Line 16

Description:CHAPTER PROGRAMMING Amount:29257

Form 990EZ Part I Line 16

Description:COMPOSITE EXPENSE Amount:4640

Form 990EZ Part I Line 16

Description:CONVENTIONS & SEMINARS Amount:4659

Form 990EZ Part I Line 16

Description:ENTERTAINMENT & SOCIAL Amount:52729

Form 990EZ Part I Line 16

Description:FOOD EXPENSE Amount:33466

Form 990EZ Part I Line 16

Description:FRATERNITY OFFICER VISIT Amount:1300

Form 990EZ Part I Line 16

Description:GIFTS Amount:1224

Form 990EZ Part I Line 16

Description:INSURANCE Amount:3627

Form 990EZ Part I Line 16

Description:MEMBERSHIP DUES Amount:14259

Form 990EZ Part I Line 16

Description:RECRUITMENT Amount:4727

Form 990EZ Part I Line 16

Description:SPECIAL ASSESSMENTS Amount:4690

Form 990EZ Part I Line 16

Description:OFFICE SUPPLIES Amount:604

Form 990EZ Part I Line 16

Description:BAD DEBT EXPENSE Amount:2955

Form 990EZ Part II Line 26

Description:DUE TO MEMBERS EOY Amount:11

Raw XML Appendix266 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/OfficerDirectorTrusteeEmplGrp/PersonNm0Meghan Grenier 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Haley Deckman 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Courtney Kendall 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Layne Bacon 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Nikki Mckenna 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Rachael Pappalardo 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Audrey Miller 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Lindsay Combs 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Meghan Mays 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Olivia Sload 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Lesley Knowlton 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Kate Ducey 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Paige Gililand 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Cara Smith 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Claire Tankersley 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15Kelly Tessin 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16Miranda Rogers 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17Emilie Gunn 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm18Destinee Friedmann 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm19Jenna Kreinbrink 2018
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
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Classification: Charitable Grantee Name: Pi Beta Phi Foundation Address: 1154 Town & Country Commons Drive, Town & Country, MO 63017 Amount Given: $12,892 Activity Classification: Contributions to charitable organizations Grantee Name: Less than $5,000 Amount Given: $2,360 Total Included on Form 990-EZ, Line 10: $15,252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1To mutually encourage and assist members in social, mental, and moral advancement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Ohio Kappa 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 115 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/ExplanationTxt4DONEES NAME:Pi Beta Phi Foundation DONEES ADDRESS:1154 Town Country Commons Drive RELATIONSHIP:None PURPOSE OF PAYMENT:Charitable AMOUNT:12892
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:BANK CHARGES Amount:20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:CAMPUS OBLIGATIONS Amount:4942
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:CHAPTER PROGRAMMING Amount:29257
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:COMPOSITE EXPENSE Amount:4640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:CONVENTIONS & SEMINARS Amount:4659
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description:ENTERTAINMENT & SOCIAL Amount:52729
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description:FOOD EXPENSE Amount:33466
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description:FRATERNITY OFFICER VISIT Amount:1300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description:GIFTS Amount:1224
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Description:INSURANCE Amount:3627
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Description:MEMBERSHIP DUES Amount:14259
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Description:RECRUITMENT Amount:4727
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Description:SPECIAL ASSESSMENTS Amount:4690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Description:OFFICE SUPPLIES Amount:604
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Description:BAD DEBT EXPENSE Amount:2955
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Description:DUE TO MEMBERS EOY Amount:11
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 10
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 I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20FORM 990EZ PART II LINE 26
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pi Beta Phi Fraternity Ohio Kappa Chapter
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 S HANLEY RD STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary Jane Pieroni CPA
ReturnHeader/ReturnTs02018-11-29T12:36:14-06:00
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ReturnHeader/TaxPeriodEndDt02018-06-30
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$1.08$1.07$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$1.08$1.27$0.19
2022Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.07$1.44$1.31$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.56$0.43$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.87$0.06$1.81$1.41$1.21$0.20
2019Detailed filing. Detailed filing data is available for this year.$1.65$0.04$1.61$1.61$1.52$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$1.90$2.06$0.17
2017Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$1.80$1.74$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$1.66$1.59$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$1.79$1.78$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$1.61$1.44$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.00$1.38$1.53$1.51$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.00$1.36$1.47$1.17$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.00$1.06$1.59$1.04$0.54
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)7 • <$500k nonprofits