Civic Intelligence

Pi Beta Phi Fraternity Ohio Kappa Chapter

990EZ • Fiscal year 2022 • EIN 27-0810049

Jul 01, 2021 to Jun 30, 2022 • Filed on May 06, 2023

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

55th percentile

0.00x

Higher debt load relative to assets than 55% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.00x

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

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Net Margin

65th percentile

9.2%

Higher net margin than 65% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Asset Growth

65th percentile

7.0%

Faster asset growth than 65% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

91st percentile

158%

Faster revenue growth than 91% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$207,561

Up $13,531 (+7.0%) from 2021

Net Assets

Up

$207,321

Up $13,291 (+6.8%) from 2021

Liabilities

Up

$240

Up $240 from 2021

Revenue

Up

$144,088

Up $88,287 (+158%) from 2021

Expenses

Up

$130,797

Up $88,255 (+207%) from 2021

Net Income

Up

$13,291

Up $32 (+0.2%) from 2021

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

2022

Assets$207,561
Liabilities$240
Net Assets$207,321

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

2022

Revenue$144,088
Expenses$130,797
Net Income$13,291
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 6, 2023
Return Version
2021v4.2
Gross Receipts
$145,401
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
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 107 MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MADELYN ZUHLSDORF 2021Chapter PresidentPT$0--
VICTORIA CHUMURA 2021VP OperationsPT$0--
TORI GANTZER 2021VP Risk ManagementPT$0--
LINDSEY JONES 2021VP Member ExperiencePT$0--
ASHLEY DIGGS 2021VP Finance/HousingPT$0--
MADISON FRANK 2021VP Community RelationsPT$0--
JACKIE HAMBURG 2021VP RecruitmentPT$0--
ZAINA AHAMAD 2022Chapter PresidentPT$0--
LAURA WOOD 2022VP OperationsPT$0--
BEKAH LITTLEPAGE 2022VP Risk ManagementPT$0--
LAYNIE HATFIELD 2022VP Member ExperiencePT$0--
CATHERINE WAGNER 2022VP Finance/HousingPT$0--
Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Fraternity Ohio Kappa
EIN
27-0810049
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
2023-05-06
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: 40.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: contributions to charitable organizations. Grantee name: less than $5,000. Amount given: 2,180.

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

Description: chapter programming. Amount: 29,274. Description: recruitment. Amount: 6,813. Description: greekbill fees. Amount: 6,037. Description: office expense. Amount: 4,261. Description: conferences & mtgs. Amount: 627. Description: campus obligations. Amount: 5,048. Description: entertainment & social. Amount: 23,929. Description: bad debt. Amount: 5,755. Total to form 990-ez, line 16: 81,744.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 10,365. End of year amount: 10,348.

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

Description: contributions payable. Beg. Of year amount: 0. End of year amount: 240.

Raw XML Appendix182 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/PersonNm0MADELYN ZUHLSDORF 2021
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VICTORIA CHUMURA 2021
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TORI GANTZER 2021
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LINDSEY JONES 2021
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ASHLEY DIGGS 2021
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MADISON FRANK 2021
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JACKIE HAMBURG 2021
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ZAINA AHAMAD 2022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LAURA WOOD 2022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BEKAH LITTLEPAGE 2022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10LAYNIE HATFIELD 2022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11CATHERINE WAGNER 2022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAPTER PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP OPERATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP RISK MANAGEMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP MEMBER EXPERIENCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP FINANCE/HOUSING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP COMMUNITY RELATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP RECRUITMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CHAPTER PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VP MEMBER EXPERIENCE
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO MUTUALLY ENCOURAGE AND ASSIST MEMBERS IN SOCIAL, MENTAL, AND MORAL ADVANCEMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE 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 107 MEMBERS.
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TotalRevenueAmt0144088
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0UC.PIBETAPHI.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 40.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS. GRANTEE NAME: LESS THAN $5,000. AMOUNT GIVEN: 2,180.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CHAPTER PROGRAMMING. AMOUNT: 29,274. DESCRIPTION: RECRUITMENT. AMOUNT: 6,813. DESCRIPTION: GREEKBILL FEES. AMOUNT: 6,037. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 4,261. DESCRIPTION: CONFERENCES & MTGS. AMOUNT: 627. DESCRIPTION: CAMPUS OBLIGATIONS. AMOUNT: 5,048. DESCRIPTION: ENTERTAINMENT & SOCIAL. AMOUNT: 23,929. DESCRIPTION: BAD DEBT. AMOUNT: 5,755. TOTAL TO FORM 990-EZ, LINE 16: 81,744.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 10,365. END OF YEAR AMOUNT: 10,348.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: CONTRIBUTIONS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 240.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTIN RUGEN CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FRAT/FHC FINANCE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06362560680
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-06
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264532849
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PURK & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01034 SOUTH BRENTWOOD BLVD STE 2000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063117
ReturnHeader/PreparerPersonGrp/PhoneNum03148844000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNAH R PURK CPA
ReturnHeader/ReturnTs02023-05-12T11:48:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KRISTIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RUGEN CPA
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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