Civic Intelligence

Pi Beta Phi Fraternity California Eta Chapter

990EZ • Fiscal year 2023 • EIN 33-0071981

Jul 01, 2022 to Jun 30, 2023 • Filed on May 07, 2024

1154 Town Country Commons DrTown Country, MO 63017

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

77th percentile

0.12x

Higher debt load relative to assets than 77% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

82nd percentile

0.21x

Higher debt load relative to revenue than 82% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Net Margin

80th percentile

18%

Higher net margin than 80% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

81st percentile

21%

Faster asset growth than 81% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-25%

Faster revenue growth than 11% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$223,636

Up $38,155 (+21%) from 2022

Net Assets

Up

$197,597

Up $26,135 (+15%) from 2022

Liabilities

Up

$26,039

Up $12,020 (+86%) from 2022

Revenue

Down

$123,574

Down $41,443 (-25%) from 2022

Expenses

Down

$101,098

Down $10,742 (-9.6%) from 2022

Net Income

Down

$22,476

Down $30,701 (-58%) from 2022

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $93,812Liabilities 2011: $5,191Net Assets 2011: $88,6212011Assets 2012: $100,086Liabilities 2012: $59Net Assets 2012: $100,0272012Assets 2013: $109,089Liabilities 2013: $0Net Assets 2013: $109,0892013Assets 2014: $114,140Liabilities 2014: $0Net Assets 2014: $114,1402014Assets 2015: $115,342Liabilities 2015: $0Net Assets 2015: $115,3422015Assets 2016: $138,243Liabilities 2016: $0Net Assets 2016: $138,2432016Assets 2017: $139,219Liabilities 2017: $70Net Assets 2017: $139,1492017Assets 2018: $128,297Liabilities 2018: $168Net Assets 2018: $128,1292018Assets 2019: $130,059Liabilities 2019: $1,786Net Assets 2019: $128,2732019Assets 2021: $147,300Liabilities 2021: $32,675Net Assets 2021: $114,6252021Assets 2022: $185,481Liabilities 2022: $14,019Net Assets 2022: $171,4622022Assets 2023: $223,636Liabilities 2023: $26,039Net Assets 2023: $197,5972023

Highlighted filing

2023

Assets$223,636
Liabilities$26,039
Net Assets$197,597

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $209,2592011Revenue 2012: $136,611Expenses 2012: $125,205Net Income 2012: $11,4062012Revenue 2013: $125,410Expenses 2013: $116,348Net Income 2013: $9,0622013Revenue 2014: $125,141Expenses 2014: $120,090Net Income 2014: $5,0512014Revenue 2015: $148,613Expenses 2015: $147,411Net Income 2015: $1,2022015Revenue 2016: $133,766Expenses 2016: $110,865Net Income 2016: $22,9012016Revenue 2017: $133,126Expenses 2017: $132,220Net Income 2017: $9062017Revenue 2018: $115,829Expenses 2018: $126,849Net Income 2018: -$11,0202018Revenue 2019: $175,047Expenses 2019: $174,903Net Income 2019: $1442019Revenue 2021: $48,731Expenses 2021: $40,112Net Income 2021: $8,6192021Revenue 2022: $165,017Expenses 2022: $111,840Net Income 2022: $53,1772022Revenue 2023: $123,574Expenses 2023: $101,098Net Income 2023: $22,4762023

Highlighted filing

2023

Revenue$123,574
Expenses$101,098
Net Income$22,476
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 7, 2024
Return Version
2022v5.0
Gross Receipts
$125,595
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
THE CALIFORNIA 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 87 MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARA FRIDMAN 2022Chapter PresidentPT$0--
BEATRIZ U 2022VP OperationsPT$0--
JIN 2022VP Risk ManagementPT$0--
JACQUELINE MAYORGA 2022VP Member ExperiencePT$0--
GINA GARIBAY 2022VP Finance/HousingPT$0--
TRINITY LO 2022VP Community RelationsPT$0--
BELLA BRILL 2022VP RecruitmentPT$0--
MICHELLE LEI 2022VP InclusionPT$0--
DANA WONG 2023Chapter PresidentPT$0--
LADA TOSASUK 2023VP Community RelationsPT$0--
LAUREN MARTING 2023VP Finance/HousingPT$0--
LYNELLE QUEVEDO 2023VP Member ExperiencePT$0--
Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Fraternity California Eta
EIN
33-0071981
Phone
6362560680
Address
1154 TOWN COUNTRY COMMONS DR, TOWN COUNTRY, MO 63017

Signing Officer

Name
Micah Richardson
Title
Sr Director of Finance
Phone
6362560680
Signed
2024-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Uhy Advisors Midwest Inc
Address
15 SUNNEN DRIVE SUITE 100, ST LOUIS, MO 63143-3819
Preparer
Denise Pisciotta
Phone
3146151200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 36.

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

Description: campus obligations. Amount: 1,920. Description: recruitment expense. Amount: 8,391. Description: office expense. Amount: 4,440. Description: special assessments. Amount: 11,075. Description: entertainment and social events. Amount: 18,567. Description: chapter programming. Amount: 9,242. Description: household supplies. Amount: 130. Description: food expense. Amount: 22,469. Description: conferences conventions. Amount: 11,536. Description: greekbill fees. Amount: 6,593. Description: bad debt. Amount: 1,948. Description: misc expense. Amount: 1,196. Description: uncategorized expense. Amount: 16. Total to form 990-ez, line 16: 97,523.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: prior period adjustment. Amount: -10,360.

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

Description: accounts receivable. Beg. Of year amount: 14,557. End of year amount: 18,371. Description: undeposited funds greekbill. Beg. Of year amount: 162. End of year amount: 162. Description: fraternity dues receivable. Beg. Of year amount: 0. End of year amount: 1,970. Description: fraternity initiation fees receivable. Beg. Of year amount: 0. End of year amount: 875. Description: senior alumna dues receivable. Beg. Of year amount: 0. End of year amount: 910. Description: insurance receivable. Beg. Of year amount: 0. End of year amount: 226. Description: npc dues receivable. Beg. Of year amount: 0. End of year amount: 838.

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

Description: fraternity new member fees payable. Beg. Of year amount: 0. End of year amount: 255. Description: technology fees payable. Beg. Of year amount: 0. End of year amount: 675. Description: house fund fee payable. Beg. Of year amount: 0. End of year amount: 14,750. Description: contributions payable. Beg. Of year amount: 0. End of year amount: 10,359.

Raw XML Appendix183 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/PersonNm0CARA FRIDMAN 2022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BEATRIZ U 2022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JIN 2022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JACQUELINE MAYORGA 2022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GINA GARIBAY 2022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TRINITY LO 2022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BELLA BRILL 2022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MICHELLE LEI 2022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DANA WONG 2023
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LADA TOSASUK 2023
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10LAUREN MARTING 2023
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11LYNELLE QUEVEDO 2023
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/TitleTxt7VP INCLUSION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8CHAPTER PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP COMMUNITY RELATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VP FINANCE/HOUSING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VP MEMBER EXPERIENCE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
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IRS990EZ/OtherExpensesTotalAmt097523
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO MUTUALLY ENCOURAGE AND ASSIST MEMBERS IN SOCIAL, MENTAL, AND MORAL ADVANCEMENT.
IRS990EZ/PrintingPublicationsPostageAmt05
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE CALIFORNIA 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 87 MEMBERS.
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TotalRevenueAmt0123574
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0UCI.PIBETAPHI.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 36.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CAMPUS OBLIGATIONS. AMOUNT: 1,920. DESCRIPTION: RECRUITMENT EXPENSE. AMOUNT: 8,391. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 4,440. DESCRIPTION: SPECIAL ASSESSMENTS. AMOUNT: 11,075. DESCRIPTION: ENTERTAINMENT AND SOCIAL EVENTS. AMOUNT: 18,567. DESCRIPTION: CHAPTER PROGRAMMING. AMOUNT: 9,242. DESCRIPTION: HOUSEHOLD SUPPLIES. AMOUNT: 130. DESCRIPTION: FOOD EXPENSE. AMOUNT: 22,469. DESCRIPTION: CONFERENCES CONVENTIONS. AMOUNT: 11,536. DESCRIPTION: GREEKBILL FEES. AMOUNT: 6,593. DESCRIPTION: BAD DEBT. AMOUNT: 1,948. DESCRIPTION: MISC EXPENSE. AMOUNT: 1,196. DESCRIPTION: UNCATEGORIZED EXPENSE. AMOUNT: 16. TOTAL TO FORM 990-EZ, LINE 16: 97,523.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: -10,360.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 14,557. END OF YEAR AMOUNT: 18,371. DESCRIPTION: UNDEPOSITED FUNDS GREEKBILL. BEG. OF YEAR AMOUNT: 162. END OF YEAR AMOUNT: 162. DESCRIPTION: FRATERNITY DUES RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,970. DESCRIPTION: FRATERNITY INITIATION FEES RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 875. DESCRIPTION: SENIOR ALUMNA DUES RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 910. DESCRIPTION: INSURANCE RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 226. DESCRIPTION: NPC DUES RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 838.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: FRATERNITY NEW MEMBER FEES PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 255. DESCRIPTION: TECHNOLOGY FEES PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 675. DESCRIPTION: HOUSE FUND FEE PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 14,750. DESCRIPTION: CONTRIBUTIONS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 10,359.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
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/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICAH RICHARDSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SR DIRECTOR OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum06362560680
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PI BETA PHI FRATERNITY CALIFORNIA ETA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PIBE
ReturnHeader/Filer/EIN0330071981
ReturnHeader/Filer/PhoneNum06362560680
ReturnHeader/Filer/USAddress/AddressLine1Txt01154 TOWN COUNTRY COMMONS DR
ReturnHeader/Filer/USAddress/CityNm0TOWN COUNTRY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063017
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431305800
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UHY ADVISORS MIDWEST INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015 SUNNEN DRIVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0631433819
ReturnHeader/PreparerPersonGrp/PhoneNum03146151200
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENISE PISCIOTTA
ReturnHeader/ReturnTs02024-05-14T08:35:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICAH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RICHARDSON
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.24$0.26$1.98$1.24$1.01$0.22
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.14$1.71$1.65$1.12$0.53
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.33$1.15$0.49$0.40$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.02$1.28$1.75$1.75$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$1.16$1.27$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.00$1.39$1.33$1.32$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$1.34$1.11$0.23
2015Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$1.49$1.47$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$1.25$1.20$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.00$1.09$1.25$1.16$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.00$1.00$1.37$1.25$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.05$0.89$2.09