Civic Intelligence

Pi Beta Phi Fraternity - Ohio Epsilon Chapter #172

990EZ • Fiscal year 2019 • EIN 34-6535559

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 08, 2019

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

55th percentile

0.00x

Higher debt load relative to assets than 55% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

55th percentile

0.00x

Higher debt load relative to revenue than 55% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Net Margin

87th percentile

24%

Higher net margin than 87% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Asset Growth

49th percentile

1.1%

Faster asset growth than 49% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

69th percentile

8.8%

Faster revenue growth than 69% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$140,845

Up $1,469 (+1.1%) from 2018

Net Assets

Up

$140,709

Up $19,336 (+16%) from 2018

Liabilities

Down

$136

Down $17,867 (-99%) from 2018

Revenue

Up

$80,624

Up $6,548 (+8.8%) from 2018

Expenses

Down

$61,288

Down $9,375 (-13%) from 2018

Net Income

Up

$19,336

Up $15,923 (+467%) from 2018

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

2019

Assets$140,845
Liabilities$136
Net Assets$140,709

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

2019

Revenue$80,624
Expenses$61,288
Net Income$19,336
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 8, 2019
Return Version
2018v3.1
Gross Receipts
$81,660
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
Kiersten Kemmett 2018Chapter PresidentPT$0--
Lily Widner 2018VP Member DevelopmentPT$0--
Gabby Duncan 2018VP Fraternity DevelopmentPT$0--
Jen Shulkosky 2018VP FinancePT$0--
Abigail Mathias 2018VP MembershipPT$0--
Mackenzie Johnson 2018VP AdministrationPT$0--
Kaitlin Wilson 2018VP PhilanthropyPT$0--
Bria Ligibel 2018VP CommunicationsPT$0--
Kelly Walker 2018VP Event PlanningPT$0--
Olivia Potts 2018VP HousingPT$0--
Alexis Lange 2019Chapter PresidentPT$0--
Natalie Baxter 2019VP Member DevelopmentPT$0--
Morgan Girvan 2019VP Fraternity DevelopmentPT$0--
Taylor Johnson 2019VP FinancePT$0--
Emily McDonald 2019VP MembershipPT$0--
Emily Waite 2019VP AdministrationPT$0--
Ambika Sood 2019VP PhilanthropyPT$0--
Alexa Weis 2019VP CommunicationsPT$0--
Hailee Anderoni 2019VP Event PlanningPT$0--
Julianna Duncan 2019VP HousingPT$0--
Alexa Weis 2018VP Event PlanningPT$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Taylor Johnson
Title
VP of Finance
Phone
7248140697
Signed
2019-11-08
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: Less Than $5,000 AMOUNT GIVEN: $5,225.

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 79 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:739

Form 990EZ Part I Line 16

Description:CAMPUS OBLIGATIONS Amount:2728

Form 990EZ Part I Line 16

Description:CHAPTER PROGRAMMING Amount:6257

Form 990EZ Part I Line 16

Description:COMPOSITE EXPENSE Amount:2548

Form 990EZ Part I Line 16

Description:CONVENTIONS & SEMINARS Amount:6471

Form 990EZ Part I Line 16

Description:ENTERTAINMENT & SOCIAL Amount:9102

Form 990EZ Part I Line 16

Description:FOOD EXPENSE Amount:4656

Form 990EZ Part I Line 16

Description:FRATERNITY OFFICER VISIT Amount:92

Form 990EZ Part I Line 16

Description:GIFTS Amount:836

Form 990EZ Part I Line 16

Description:INSURANCE Amount:1534

Form 990EZ Part I Line 16

Description:RECRUITMENT EXPENSE Amount:1139

Form 990EZ Part I Line 16

Description:SPECIAL ASSESSMENTS Amount:9701

Form 990EZ Part I Line 16

Description:INFORMATION TECHNOLOGY Amount:3400

Form 990EZ Part II Line 26

Description:CONTRIBUTIONS PAYABLE BOY Amount:EOY Amount:128

Form 990EZ Part II Line 26

Description:DUE TO MEMBERS BOY Amount:3 EOY Amount:8

Form 990EZ Part II Line 26

Description:DUE TO CHC/FHC BOY Amount:18000

Raw XML Appendix276 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/PersonNm0Kiersten Kemmett 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lily Widner 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Gabby Duncan 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jen Shulkosky 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Abigail Mathias 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Mackenzie Johnson 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Kaitlin Wilson 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Bria Ligibel 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Kelly Walker 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Olivia Potts 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Alexis Lange 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Natalie Baxter 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Morgan Girvan 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Taylor Johnson 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Emily McDonald 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15Emily Waite 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16Ambika Sood 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17Alexa Weis 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm18Hailee Anderoni 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm19Julianna Duncan 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm20Alexa Weis 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/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
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt20VP Event Planning
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS GRANTEE NAME: Less Than $5,000 AMOUNT GIVEN: $5,225.
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 79 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:739
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:CAMPUS OBLIGATIONS Amount:2728
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:CHAPTER PROGRAMMING Amount:6257
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:COMPOSITE EXPENSE Amount:2548
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:CONVENTIONS & SEMINARS Amount:6471
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:ENTERTAINMENT & SOCIAL Amount:9102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description:FOOD EXPENSE Amount:4656
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description:FRATERNITY OFFICER VISIT Amount:92
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description:GIFTS Amount:836
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description:INSURANCE Amount:1534
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Description:RECRUITMENT EXPENSE Amount:1139
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Description:SPECIAL ASSESSMENTS Amount:9701
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Description:INFORMATION TECHNOLOGY Amount:3400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Description:CONTRIBUTIONS PAYABLE BOY Amount:EOY Amount:128
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Description:DUE TO MEMBERS BOY Amount:3 EOY Amount:8
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Description:DUE TO CHC/FHC BOY Amount:18000
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 II LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18FORM 990EZ PART II LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19FORM 990EZ PART II LINE 26
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ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary Jane Pieroni CPA
ReturnHeader/ReturnTs02019-11-12T14:19:59-06:00
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Document Assets

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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