Civic Intelligence

Pi Beta Phi Fraternity California Kappa

990EZ • Fiscal year 2021 • EIN 33-0263505

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 16, 2021

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

52nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

52nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Net Margin

5th percentile

-99%

Higher net margin than 5% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

13th percentile

-22%

Faster asset growth than 13% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-80%

Faster revenue growth than 5% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$56,457

Down $15,772 (-22%) from 2020

Net Assets

Down

$56,457

Down $15,772 (-22%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$15,909

Down $62,050 (-80%) from 2020

Expenses

Down

$31,681

Down $44,775 (-59%) from 2020

Net Income

Down

-$15,772

Down $17,275 (-1149%) from 2020

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

2021

Assets$56,457
Liabilities$0
Net Assets$56,457

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

2021

Revenue$15,909
Expenses$31,681
Net Income-$15,772
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 16, 2021
Return Version
2020v4.1
Gross Receipts
$21,619
Mission and Program Overview

Mission

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

Program Services

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
KALYNA WHITE 2020Chapter PresidentPT$0--
SAMARA SALAHEDDINE 2020VP OperationsPT$0--
VIVIAN YUN 2020VP Risk ManagementPT$0--
MINA SHAREGHI 2020VP Member ExperiencePT$0--
PAIGE ROBINSON 2020VP Finance/HousingPT$0--
MEGAN DIDOMIZIO 2020VP Community RelationsPT$0--
SYDNEY FORSTER 2020VP RecruitmentPT$0--
KENZY WIRTH 2021Chapter PresidentPT$0--
KAITLYN WILLOUGHBY 2021VP Operations-$0--
HANNAH STALKER 2021VP Risk Management-$0--
NYAH NGUYEN 2021VP Member ExperiencePT$0--
MAI VISESCHINDAVAT 2021VP Finance/HousingPT$0--
Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Fraternity California
EIN
33-0263505
Phone
6362560680
Address
1154 TOWN COUNTRY COMMONS DR, TOWN COUNTRY, MO 63017

Signing Officer

Name
Kristin Rugen
Title
Frat/fhc Finance Director
Phone
6362560680
Signed
2021-11-16
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: 17.

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

Activity classification: charitable. Grantee name: pi beta phi foundation. Amount given: 3,070.

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

Description: bank charges. Amount: 618. Description: campus obligations. Amount: 1,410. Description: chapter programming. Amount: 13,062. Description: recruitment. Amount: 1,980. Description: greekbill fees. Amount: 2,871. Description: office expense. Amount: 1,569. Total to form 990-ez, line 16: 21,510.

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

Description: accounts receivable. Beg. Of year amount: 325. End of year amount: 2,840. Description: prepaid expenses or deferred charges. Beg. Of year amount: 124. End of year amount: 0.

Raw XML Appendix190 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/PersonNm0KALYNA WHITE 2020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SAMARA SALAHEDDINE 2020
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAIGE ROBINSON 2020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MEGAN DIDOMIZIO 2020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SYDNEY FORSTER 2020
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11MAI VISESCHINDAVAT 2021
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
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP OPERATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP RISK MANAGEMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VP MEMBER EXPERIENCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VP FINANCE/HOUSING
IRS990EZ/OperateHospitalInd00
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO MUTUALLY ENCOURAGE AND ASSIST MEMBERS IN SOCIAL, MENTAL, AND MORAL ADVANCEMENT.
IRS990EZ/PrintingPublicationsPostageAmt0276
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE 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 93 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/TotalExpensesAmt031681
IRS990EZ/TotalRevenueAmt015909
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0UCSD.PIBETAPHI.ORG
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 17.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: PI BETA PHI FOUNDATION. AMOUNT GIVEN: 3,070.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BANK CHARGES. AMOUNT: 618. DESCRIPTION: CAMPUS OBLIGATIONS. AMOUNT: 1,410. DESCRIPTION: CHAPTER PROGRAMMING. AMOUNT: 13,062. DESCRIPTION: RECRUITMENT. AMOUNT: 1,980. DESCRIPTION: GREEKBILL FEES. AMOUNT: 2,871. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 1,569. TOTAL TO FORM 990-EZ, LINE 16: 21,510.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 325. END OF YEAR AMOUNT: 2,840. DESCRIPTION: PREPAID EXPENSES OR DEFERRED CHARGES. BEG. OF YEAR AMOUNT: 124. END OF YEAR AMOUNT: 0.
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
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.
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTIN RUGEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FRAT/FHC FINANCE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06362560680
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PI BETA PHI FRATERNITY CALIFORNIA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0KAPPA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PIBE
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ReturnHeader/Filer/PhoneNum06362560680
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ReturnHeader/Filer/USAddress/ZIPCd063017
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/PreparationDt02021-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNAH R PURK CPA
ReturnHeader/ReturnTs02021-12-15T08:52:12-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KRISTIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RUGEN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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