Civic Intelligence

Pi Beta Phi Fraternity - Ohio Epsilon Chapter #172

990EZ • Fiscal year 2016 • EIN 34-6535559

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 15, 2016

3000 Village LoopToledo, OH 43606

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

69th percentile

0.05x

Higher debt load relative to assets than 69% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

72nd percentile

0.07x

Higher debt load relative to revenue than 72% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Net Margin

89th percentile

27%

Higher net margin than 89% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Asset Growth

86th percentile

32%

Faster asset growth than 86% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

89th percentile

33%

Faster revenue growth than 89% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$113,334

Up $27,754 (+32%) from 2015

Net Assets

Up

$107,934

Up $22,354 (+26%) from 2015

Liabilities

Up

$5,400

Up $5,400 from 2015

Revenue

Up

$81,923

Up $20,123 (+33%) from 2015

Expenses

Up

$59,569

Up $5,073 (+9.3%) from 2015

Net Income

Up

$22,354

Up $15,050 (+206%) from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $77,714Liabilities 2012: $0Net Assets 2012: $77,7142012Assets 2013: $38,855Liabilities 2013: $0Net Assets 2013: $38,8552013Assets 2014: $78,276Liabilities 2014: $0Net Assets 2014: $78,2762014Assets 2015: $85,580Liabilities 2015: $0Net Assets 2015: $85,5802015Assets 2016: $113,334Liabilities 2016: $5,400Net Assets 2016: $107,9342016Assets 2017: $118,460Liabilities 2017: $500Net Assets 2017: $117,9602017Assets 2018: $139,376Liabilities 2018: $18,003Net Assets 2018: $121,3732018Assets 2019: $140,845Liabilities 2019: $136Net Assets 2019: $140,7092019Assets 2020: $62,714Liabilities 2020: $432Net Assets 2020: $62,2822020Assets 2021: $61,560Liabilities 2021: $432Net Assets 2021: $61,1282021Assets 2022: $70,029Liabilities 2022: $2,579Net Assets 2022: $67,4502022Assets 2023: $41,056Liabilities 2023: $2,147Net Assets 2023: $38,9092023Assets 2024: $34,675Liabilities 2024: $2,147Net Assets 2024: $32,5282024

Highlighted filing

2016

Assets$113,334
Liabilities$5,400
Net Assets$107,934

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2012: $59,555Expenses 2012: $51,599Net Income 2012: $7,9562012Revenue 2013: $42,963Expenses 2013: $81,822Net Income 2013: -$38,8592013Revenue 2014: $88,601Expenses 2014: $49,180Net Income 2014: $39,4212014Revenue 2015: $61,800Expenses 2015: $54,496Net Income 2015: $7,3042015Revenue 2016: $81,923Expenses 2016: $59,569Net Income 2016: $22,3542016Revenue 2017: $81,988Expenses 2017: $71,962Net Income 2017: $10,0262017Revenue 2018: $74,076Expenses 2018: $70,663Net Income 2018: $3,4132018Revenue 2019: $80,624Expenses 2019: $61,288Net Income 2019: $19,3362019Revenue 2020: $22,579Expenses 2020: $101,006Net Income 2020: -$78,4272020Revenue 2021: $39,333Expenses 2021: $40,487Net Income 2021: -$1,1542021Revenue 2022: $67,841Expenses 2022: $61,519Net Income 2022: $6,3222022Revenue 2023: $34,652Expenses 2023: $63,193Net Income 2023: -$28,5412023Revenue 2024: $51,732Expenses 2024: $58,113Net Income 2024: -$6,3812024

Highlighted filing

2016

Revenue$81,923
Expenses$59,569
Net Income$22,354
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$83,311
Mission and Program Overview

Mission

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

See Schedule O

Program Services

DescriptionGrantsExpenses
See Schedule O--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer Mayhugh 2015Chapter PresidentPT$0--
Logan Griesigner 2015VP Member DevelopmentPT$0--
Samantha Fisher 2015VP Fraternity Development-$0--
Kristen Marciniak 2015VP Finance-$0--
Ashley Mathis 2015VP MembershipPT$0--
Emily Yablonski 2015VP Administration-$0--
Lauren Banks 2015VP PhilanthropyPT$0--
Stephanie Elkins 2015VP CommunicationsPT$0--
Ashley Citraro 2015VP Event PlanningPT$0--
Alexis Baker 2015VP Housing-$0--
Logan Griesigner 2016Chapter PresidentPT$0--
Kathryn Weber 2016VP Member DevelopmentPT$0--
Joclyn Claytor 2016VP Fraternity Development-$0--
Kristen Marciniak 2016VP Finance-$0--
Emily Yablonski 2016VP MembershipPT$0--
Lauren Valigosky 2016VP Administration-$0--
Cassidy Nugent 2016VP PhilanthropyPT$0--
Carolynn McCartney 2016VP Communications-$0--
Abby Jones 2016VP Event PlanningPT$0--
Rachel Olsen 2016VP Housing-$0--
Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Fraternity - Ohio
EIN
34-6535559
In Care Of
% VP OF FINANCE
Phone
6362560680
Address
3000 Village Loop, Toledo, OH 43606

Signing Officer

Name
Kristen Marciniak
Title
VP of Finance
Signed
2016-11-15
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 I, LINE 10, GRANTS AND ALLOCATIONS:

Activity classification: contributions to charitable organizations grantee name: pi beta phi foundation grantee address: 1154 town & country commons drive town & country, mo 63017 amount given: $5,400 activity classification: charitable contributions to organizations grantee name: less than $5,000 amount given: $60 total included on form 990-ez, line 10: $5,460

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, Program Service Accomplishments:

The Ohio Epsilon 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 78 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:533

Form 990EZ Part I Line 16

Description:CAMPUS OBLIGATIONS Amount:2470

Form 990EZ Part I Line 16

Description:CHAPTER PROGRAMMING Amount:6149

Form 990EZ Part I Line 16

Description:COMPOSITE EXPENSE Amount:1888

Form 990EZ Part I Line 16

Description:CONVENTIONS & SEMINARS Amount:2897

Form 990EZ Part I Line 16

Description:ENTERTAINMENT & SOCIAL Amount:7118

Form 990EZ Part I Line 16

Description:FOOD EXPENSE Amount:3230

Form 990EZ Part I Line 16

Description:FRATERNITY OFFICER VISIT Amount:263

Form 990EZ Part I Line 16

Description:GIFTS Amount:402

Form 990EZ Part I Line 16

Description:INSURANCE Amount:1566

Form 990EZ Part I Line 16

Description:RECRUITMENT EXPENSE Amount:2693

Form 990EZ Part I Line 16

Description:SPECIAL ASSESSMENTS Amount:14136

Form 990EZ Part I Line 16

Description:INFORMATION TECHNOLOGY Amount:3300

Form 990EZ Part I Line 16

Description:BAD DEBT EXPENSE Amount:468

Form 990EZ Part II Line 26

Description:CONTRIBUTIONS PAYABLE EOY Amount:5400

Raw XML Appendix263 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/PersonNm0Jennifer Mayhugh 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Logan Griesigner 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Samantha Fisher 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kristen Marciniak 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Ashley Mathis 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Emily Yablonski 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Lauren Banks 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Stephanie Elkins 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Ashley Citraro 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Alexis Baker 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Logan Griesigner 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Kathryn Weber 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Joclyn Claytor 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Kristen Marciniak 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Emily Yablonski 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15Lauren Valigosky 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16Cassidy Nugent 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17Carolynn McCartney 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm18Abby Jones 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm19Rachel Olsen 2016
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/TitleTxt9VP Housing
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Chapter President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VP Member Development
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12VP Fraternity Development
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13VP Finance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15VP Administration
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16VP Philanthropy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt17VP Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt18VP Event Planning
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt19VP Housing
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS GRANTEE NAME: PI BETA PHI FOUNDATION GRANTEE ADDRESS: 1154 TOWN & COUNTRY COMMONS DRIVE TOWN & COUNTRY, MO 63017 AMOUNT GIVEN: $5,400 ACTIVITY CLASSIFICATION: CHARITABLE CONTRIBUTIONS TO ORGANIZATIONS GRANTEE NAME: LESS THAN $5,000 AMOUNT GIVEN: $60 TOTAL INCLUDED ON FORM 990-EZ, LINE 10: $5,460
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1To mutually encourage and assist members in social, mental, and moral advancement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Ohio Epsilon 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 78 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:533
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:CAMPUS OBLIGATIONS Amount:2470
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:CHAPTER PROGRAMMING Amount:6149
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:COMPOSITE EXPENSE Amount:1888
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:CONVENTIONS & SEMINARS Amount:2897
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:ENTERTAINMENT & SOCIAL Amount:7118
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description:FOOD EXPENSE Amount:3230
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description:FRATERNITY OFFICER VISIT Amount:263
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description:GIFTS Amount:402
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description:INSURANCE Amount:1566
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Description:RECRUITMENT EXPENSE Amount:2693
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Description:SPECIAL ASSESSMENTS Amount:14136
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Description:INFORMATION TECHNOLOGY Amount:3300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Description:BAD DEBT EXPENSE Amount:468
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Description:CONTRIBUTIONS PAYABLE EOY Amount:5400
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10, GRANTS AND ALLOCATIONS:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part III, Primary Exempt Purpose:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part III, Program Service Accomplishments:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part V,
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 I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18FORM 990EZ PART II LINE 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTEN MARCINIAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PI BETA PHI FRATERNITY - OHIO
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EPSILON CHAPTER #172
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ReturnHeader/Filer/EIN0346535559
ReturnHeader/Filer/InCareOfNm0% VP OF FINANCE
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ReturnHeader/Filer/USAddress/AddressLine1Txt03000 Village Loop
ReturnHeader/Filer/USAddress/CityNm0Toledo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043606
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/ReturnTs02016-11-28T14:33:52-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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.$0.35$0.02$0.33$0.52$0.58$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.41$0.02$0.39$0.35$0.63$0.29
2022Detailed filing. Detailed filing data is available for this year.$0.70$0.03$0.67$0.68$0.62$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.61$0.39$0.40$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.62$0.23$1.01$0.78
2019Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.81$0.61$0.19
2018Detailed filing. Detailed filing data is available for this year.$1.39$0.18$1.21$0.74$0.71$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.18$0.01$1.18$0.82$0.72$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.13$0.05$1.08$0.82$0.60$0.22
2015Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.62$0.54$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.89$0.49$0.39
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.00$0.39$0.43$0.82$0.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.00$0.78$0.60$0.52$0.08