Civic Intelligence

Pi Beta Phi Fraternity

EIN 31-6077302 • 501(c)7 • Town Country, MO

990-N Coverage

Profile

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

1154 Town Country Commons DriveTown Country, MO 63017

www.pibetaphi.org/muohio

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

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

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

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

Net Margin

26th percentile

-7.9%

Higher net margin than 26% of similar nonprofits.

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

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

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

Asset Growth

38th percentile

-4.2%

Faster asset growth than 38% of similar nonprofits.

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

Revenue Growth

25th percentile

-15%

Faster revenue growth than 25% of similar nonprofits.

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

Assets

Down

$201,019

Down $8,832 (-4.2%) from 2016

Liabilities

Down

$15

Down $105 (-88%) from 2016

Net Assets

Down

$201,004

Down $8,727 (-4.2%) from 2016

Revenue

Down

$110,024

Down $18,941 (-15%) from 2016

Expenses

Up

$118,751

Up $36,793 (+45%) from 2016

Net Income

Down

-$8,727

Down $55,734 (-119%) from 2016

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2012: $63,961Liabilities 2012: $30Net Assets 2012: $63,9312012Assets 2013: $84,514Liabilities 2013: $0Net Assets 2013: $84,5142013Assets 2014: $110,895Liabilities 2014: $0Net Assets 2014: $110,8952014Assets 2015: $162,724Liabilities 2015: $0Net Assets 2015: $162,7242015Assets 2016: $209,851Liabilities 2016: $120Net Assets 2016: $209,7312016Assets 2017: $201,019Liabilities 2017: $15Net Assets 2017: $201,0042017

Highlighted filing

2017

Assets$201,019
Liabilities$15
Net Assets$201,004

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2012: $74,661Expenses 2012: $62,764Net Income 2012: $11,8972012Revenue 2013: $90,433Expenses 2013: $69,850Net Income 2013: $20,5832013Revenue 2014: $127,315Expenses 2014: $100,934Net Income 2014: $26,3812014Revenue 2015: $152,009Expenses 2015: $100,180Net Income 2015: $51,8292015Revenue 2016: $128,965Expenses 2016: $81,958Net Income 2016: $47,0072016Revenue 2017: $110,024Expenses 2017: $118,751Net Income 2017: -$8,7272017

Highlighted filing

2017

Revenue$110,024
Expenses$118,751
Net Income-$8,727

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 30, 2017
Return Version
2016v3.1
Gross Receipts
$110,781
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
See Schedule O--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Hannah Rosinski 2016Chapter President-$0--
Lindsey Clark 2016VP Member Development-$0--
Shanice Chevalier 2016VP Fraternity Development-$0--
Kennedy Nock 2016VP Finance-$0--
Colleen Gaffey 2016VP Membership-$0--
Aubrey Colliander 2016VP Administration-$0--
Catherine Carey 2016VP Philanthropy-$0--
Brittany Czodli 2016VP Communications-$0--
Alayna Tomaro 2016VP Event Planning-$0--
Elizabeth Glover 2017Chapter President-$0--
Molly Sullivan 2017VP Member Development-$0--
Haley Hacala 2017VP Fraternity Development-$0--
Andrea Ebling 2017VP Finance-$0--
Carolyn Schufrieder 2017VP Membership-$0--
Catherine Carey 2017VP Administration-$0--
Courtney English 2017VP Philanthropy-$0--
Breck Murphy 2017VP Communications-$0--
Britt Czodli 2017VP Event Planning-$0--
Maureen Grady 2017VP Housing-$0--
Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Fraternity Ohio Zeta Chapter
EIN
31-6077302
In Care Of
% SENIOR DIRECTOR OF FINANCE
Phone
6362560680
Address
1154 Town Country Commons Drive, Town Country, MO 63017

Signing Officer

Name
Lyndee Downs
Title
Sr Director Finance
Phone
6362560680
Signed
2017-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
101 S HANLEY RD STE 800, ST LOUIS, MO 63105
Preparer
Marie N Carlie 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: $3,686

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 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 226 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:544

Form 990EZ Part I Line 16

Description:CAMPUS OBLIGATIONS Amount:11112

Form 990EZ Part I Line 16

Description:CHAPTER PROGRAMMING Amount:10483

Form 990EZ Part I Line 16

Description:COMPOSITE EXPENSE Amount:3200

Form 990EZ Part I Line 16

Description:ENTERTAINMENT & SOCIAL Amount:25892

Form 990EZ Part I Line 16

Description:FOOD EXPENSE Amount:783

Form 990EZ Part I Line 16

Description:FRATERNITY OFFICER VISIT Amount:1800

Form 990EZ Part I Line 16

Description:GIFTS Amount:1953

Form 990EZ Part I Line 16

Description:INSURANCE Amount:5162

Form 990EZ Part I Line 16

Description:RECRUITMENT Amount:7869

Form 990EZ Part I Line 16

Description:TECHNOLOGY FEE Amount:8402

Form 990EZ Part I Line 16

Description:BAD DEBT Amount:392

Form 990EZ Part I Line 16

Description:CONVENTIONS & SEMINARS Amount:7655

Form 990EZ Part II Line 24

Description:FUNDRAISING INCOME RECEIVABLE EOY Amount:2156

Form 990EZ Part II Line 26

Description:DUE TO MEMBERS BOY Amount:120 EOY Amount:15

Raw XML Appendix256 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/PersonNm0Hannah Rosinski 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lindsey Clark 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Shanice Chevalier 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kennedy Nock 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Colleen Gaffey 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Aubrey Colliander 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Catherine Carey 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Brittany Czodli 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Alayna Tomaro 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Elizabeth Glover 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Molly Sullivan 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Haley Hacala 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Andrea Ebling 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Carolyn Schufrieder 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Catherine Carey 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15Courtney English 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16Breck Murphy 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17Britt Czodli 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm18Maureen Grady 2017
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/TitleTxt9Chapter President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VP Member Development
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VP Fraternity Development
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12VP Finance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14VP Administration
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15VP Philanthropy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16VP Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt17VP Event Planning
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt18VP Housing
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Classification: Contributions to charitable organizations Grantee Name: Less than $5,000 Amount Given: $3,686
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1To mutually encourage and assist members in social, mental, and moral advancement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Ohio 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 226 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:544
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:CAMPUS OBLIGATIONS Amount:11112
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:CHAPTER PROGRAMMING Amount:10483
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:COMPOSITE EXPENSE Amount:3200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:ENTERTAINMENT & SOCIAL Amount:25892
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:FOOD EXPENSE Amount:783
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description:FRATERNITY OFFICER VISIT Amount:1800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description:GIFTS Amount:1953
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description:INSURANCE Amount:5162
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description:RECRUITMENT Amount:7869
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Description:TECHNOLOGY FEE Amount:8402
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Description:BAD DEBT Amount:392
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Description:CONVENTIONS & SEMINARS Amount:7655
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Description:FUNDRAISING INCOME RECEIVABLE EOY Amount:2156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Description:DUE TO MEMBERS BOY Amount:120 EOY Amount:15
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,
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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 II LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18FORM 990EZ PART II LINE 26
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.249.80.3
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/PreparerPersonNm0Marie N Carlie CPA
ReturnHeader/ReturnTs02017-10-30T10:13:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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