Civic Intelligence

Pi Beta Phi Fraternity California Kappa

990EZ • Fiscal year 2018 • EIN 33-0263505

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 14, 2018

9700 Gilman Drive Pmb 172LA Jolla, CA 92093

(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.

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

Liabilities / Revenue

54th percentile

0.00x

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

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

Net Margin

47th percentile

1.6%

Higher net margin than 47% of similar nonprofits.

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

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.

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

Asset Growth

56th percentile

3.4%

Faster asset growth than 56% of similar nonprofits.

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

Revenue Growth

37th percentile

-4.7%

Faster revenue growth than 37% of similar nonprofits.

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

Assets

Up

$63,900

Up $2,112 (+3.4%) from 2017

Net Assets

Up

$63,844

Up $2,132 (+3.5%) from 2017

Liabilities

Down

$56

Down $20 (-26%) from 2017

Revenue

Down

$134,273

Down $6,668 (-4.7%) from 2017

Expenses

Up

$132,141

Up $10,948 (+9.0%) from 2017

Net Income

Down

$2,132

Down $17,616 (-89%) from 2017

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $41,467Liabilities 2012: $7,005Net Assets 2012: $34,4622012Assets 2013: $54,262Liabilities 2013: $8,807Net Assets 2013: $45,4552013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $47,388Liabilities 2015: $284Net Assets 2015: $47,1042015Assets 2016: $41,996Liabilities 2016: $32Net Assets 2016: $41,9642016Assets 2017: $61,788Liabilities 2017: $76Net Assets 2017: $61,7122017Assets 2018: $63,900Liabilities 2018: $56Net Assets 2018: $63,8442018Assets 2019: $70,956Liabilities 2019: $230Net Assets 2019: $70,7262019Assets 2020: $72,229Liabilities 2020: $0Net Assets 2020: $72,2292020Assets 2021: $56,457Liabilities 2021: $0Net Assets 2021: $56,4572021Assets 2022: $71,847Liabilities 2022: $2,818Net Assets 2022: $69,0292022Assets 2024: $78,196Liabilities 2024: $0Net Assets 2024: $78,1962024

Highlighted filing

2018

Assets$63,900
Liabilities$56
Net Assets$63,844

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $99,341Expenses 2012: $93,474Net Income 2012: $5,8672012Revenue 2013: $115,364Expenses 2013: $104,371Net Income 2013: $10,9932013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $119,579Expenses 2015: $135,784Net Income 2015: -$16,2052015Revenue 2016: $135,732Expenses 2016: $140,872Net Income 2016: -$5,1402016Revenue 2017: $140,941Expenses 2017: $121,193Net Income 2017: $19,7482017Revenue 2018: $134,273Expenses 2018: $132,141Net Income 2018: $2,1322018Revenue 2019: $130,279Expenses 2019: $123,397Net Income 2019: $6,8822019Revenue 2020: $77,959Expenses 2020: $76,456Net Income 2020: $1,5032020Revenue 2021: $15,909Expenses 2021: $31,681Net Income 2021: -$15,7722021Revenue 2022: $111,332Expenses 2022: $98,760Net Income 2022: $12,5722022Revenue 2024: $146,958Expenses 2024: $125,620Net Income 2024: $21,3382024

Highlighted filing

2018

Revenue$134,273
Expenses$132,141
Net Income$2,132
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 14, 2018
Return Version
2017v2.3
Gross Receipts
$154,374
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
See Schedule O--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kellie King 2017Chapter PresidentPT$0--
Lauren Tominac 2017VP Member DevelopmentPT$0--
Addison Yee 2017VP Fraternity DevelopmentPT$0--
Jennifer Huitink 2017VP FinancePT$0--
Paige Dubelko 2017VP MembershipPT$0--
Sarah Askins 2017VP AdministrationPT$0--
Kiana Graham 2017VP PhilanthropyPT$0--
Elizabeth McCallum 2017VP CommunicationsPT$0--
Hanna Sommer 2017VP Event PlanningPT$0--
Paige Dubelko 2018Chapter PresidentPT$0--
Teigan Maccdonald 2018VP Member DevelopmentPT$0--
Madeline Snyder 2018VP Fraternity DevelopmentPT$0--
Jacqueline Hufferd 2018VP FinancePT$0--
Olivia Terian 2018VP MembershipPT$0--
Ally Tegner 2018VP AdministrationPT$0--
Paige Adams 2018VP PhilanthropyPT$0--
Jemima Delgamo 2018VP CommunicationsPT$0--
Michelle Aguirre 2018VP Event PlanningPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Arrowspike$33,356$14,547$7,856$6,691
Total Events$33,356$14,547$20,101$-5,554
Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Fraternity California Kappa
EIN
33-0263505
In Care Of
% VP OF FINANCE
Phone
6362560680
Address
9700 GILMAN DRIVE PMB 172, LA JOLLA, CA 92093

Signing Officer

Name
Jacqueline Hufferd
Title
VP of Finance
Phone
6362560680
Signed
2018-09-14
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

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 California 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 95 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 PURPOSE OF PAYMENT:Charitable AMOUNT:18352

Form 990EZ Part I Line 16

Description:BANK CHARGES Amount:850

Form 990EZ Part I Line 16

Description:CAMPUS OBLIGATIONS Amount:3937

Form 990EZ Part I Line 16

Description:CHAPTER PROGRAMMING Amount:11633

Form 990EZ Part I Line 16

Description:COMPOSITE EXPENSE Amount:1515

Form 990EZ Part I Line 16

Description:ENTERTAINMENT & SOCIAL Amount:43695

Form 990EZ Part I Line 16

Description:FRATERNITY OFFICER VISIT Amount:1200

Form 990EZ Part I Line 16

Description:GIFTS Amount:2145

Form 990EZ Part I Line 16

Description:INSURANCE Amount:2325

Form 990EZ Part I Line 16

Description:RECRUITMENT Amount:13589

Form 990EZ Part I Line 16

Description:SPECIAL ASSESSMENTS Amount:16986

Form 990EZ Part I Line 16

Description:UNRELATED BUSINESS INCOME TAXES Amount:10

Form 990EZ Part I Line 16

Description:TECHNOLOGY FEE Amount:3275

Form 990EZ Part I Line 16

Description:CONVENTIONS AND SEMINARS Amount:3731

Form 990EZ Part II Line 26

Description:DUE TO MEMBERS BOY Amount:76 EOY Amount:56

Raw XML Appendix267 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/PersonNm0Kellie King 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lauren Tominac 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Addison Yee 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jennifer Huitink 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Paige Dubelko 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Sarah Askins 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Kiana Graham 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Elizabeth McCallum 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Hanna Sommer 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Paige Dubelko 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Teigan Maccdonald 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Madeline Snyder 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Jacqueline Hufferd 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Olivia Terian 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Ally Tegner 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15Paige Adams 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16Jemima Delgamo 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17Michelle Aguirre 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/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
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0To mutually encourage and assist members in social, mental, and moral advancement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The California 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 95 members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information 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/ExplanationTxt3DONEES NAME:Pi Beta Phi Foundation DONEES ADDRESS:1154 Town & Country Commons Drive PURPOSE OF PAYMENT:Charitable AMOUNT:18352
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:BANK CHARGES Amount:850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:CAMPUS OBLIGATIONS Amount:3937
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:CHAPTER PROGRAMMING Amount:11633
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:COMPOSITE EXPENSE Amount:1515
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:ENTERTAINMENT & SOCIAL Amount:43695
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:FRATERNITY OFFICER VISIT Amount:1200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description:GIFTS Amount:2145
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description:INSURANCE Amount:2325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description:RECRUITMENT Amount:13589
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description:SPECIAL ASSESSMENTS Amount:16986
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Description:UNRELATED BUSINESS INCOME TAXES Amount:10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Description:TECHNOLOGY FEE Amount:3275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Description:CONVENTIONS AND SEMINARS Amount:3731
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Description:DUE TO MEMBERS BOY Amount:76 EOY Amount:56
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Primary Exempt Purpose:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part III, Line 28, Program Service Accomplishments:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part V,
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART I LINE 10
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 I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17FORM 990EZ PART II LINE 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum06362560680
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PI BETA PHI FRATERNITY CALIFORNIA KAPPA
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ReturnHeader/Filer/BusinessNameControlTxt0PIBE
ReturnHeader/Filer/EIN0330263505
ReturnHeader/Filer/InCareOfNm0% VP OF FINANCE
ReturnHeader/Filer/PhoneNum06362560680
ReturnHeader/Filer/USAddress/AddressLine1Txt09700 GILMAN DRIVE PMB 172
ReturnHeader/Filer/USAddress/CityNm0LA JOLLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId083E9DD87C16A873E83CBA0B4F89DD8E2EEF0F36C
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId043992620183025000001
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-10-29
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.249.82.12
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 S HANLEY RD STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
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ReturnHeader/PreparerPersonGrp/PhoneNum03148891100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary Jane Pieroni CPA
ReturnHeader/ReturnTs02018-10-29T15:10:04-05:00
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ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$1.47$1.26$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.03$0.69$1.11$0.99$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.00$0.56$0.16$0.32$0.16
2020Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.78$0.76$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.71$1.30$1.23$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$1.34$1.32$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.00$0.62$1.41$1.21$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$1.36$1.41$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$1.20$1.36$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.09$0.45$1.15$1.04$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.07$0.34$0.99$0.93$0.06
Peer Organizations

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