Civic Intelligence

Pi Beta Phi Fraternity Indiana Delta Chapter

990 • Fiscal year 2018 • EIN 35-0869956

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 02, 2018

1012 West State StreetWest Lafayette, IN 47906

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

68th percentile

0.03x

Higher debt load relative to assets than 68% of similar nonprofits.

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

Liabilities / Revenue

69th percentile

0.04x

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

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

Net Margin

33rd percentile

-2.9%

Higher net margin than 33% 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

41st percentile

-1.3%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

61st percentile

4.8%

Faster revenue growth than 61% of similar nonprofits.

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

Assets

Down

$407,415

Down $5,346 (-1.3%) from 2017

Net Assets

Down

$393,901

Down $10,924 (-2.7%) from 2017

Liabilities

Up

$13,514

Up $5,578 (+70%) from 2017

Revenue

Up

$374,985

Up $17,315 (+4.8%) from 2017

Expenses

Down

$385,909

Down $4,845 (-1.2%) from 2017

Net Income

Up

-$10,924

Up $22,160 (+67%) from 2017

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $266,651Liabilities 2011: $7,796Net Assets 2011: $258,8552011Assets 2012: $338,573Liabilities 2012: $875Net Assets 2012: $337,6982012Assets 2013: $355,858Liabilities 2013: $0Net Assets 2013: $355,8582013Assets 2014: $413,598Liabilities 2014: $19,351Net Assets 2014: $394,2472014Assets 2015: $442,162Liabilities 2015: $14,495Net Assets 2015: $427,6672015Assets 2016: $437,909Liabilities 2016: $0Net Assets 2016: $437,9092016Assets 2017: $412,761Liabilities 2017: $7,936Net Assets 2017: $404,8252017Assets 2018: $407,415Liabilities 2018: $13,514Net Assets 2018: $393,9012018Assets 2019: $413,661Liabilities 2019: $17,031Net Assets 2019: $396,6302019Assets 2020: $354,541Liabilities 2020: $1,565Net Assets 2020: $352,9762020Assets 2021: $446,088Liabilities 2021: $12,703Net Assets 2021: $433,3852021Assets 2022: $477,907Liabilities 2022: $0Net Assets 2022: $477,9072022Assets 2023: $676,913Liabilities 2023: $25,424Net Assets 2023: $651,4892023Assets 2024: $648,903Liabilities 2024: $0Net Assets 2024: $648,9032024Assets 2025: $615,884Liabilities 2025: $0Net Assets 2025: $615,8842025

Highlighted filing

2018

Assets$407,415
Liabilities$13,514
Net Assets$393,901

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $657,5842011Expenses 2012: $313,1272012Expenses 2013: $375,0432013Revenue 2014: $396,179Expenses 2014: $357,790Net Income 2014: $38,3892014Revenue 2015: $386,412Expenses 2015: $352,992Net Income 2015: $33,4202015Revenue 2016: $360,826Expenses 2016: $350,584Net Income 2016: $10,2422016Revenue 2017: $357,670Expenses 2017: $390,754Net Income 2017: -$33,0842017Revenue 2018: $374,985Expenses 2018: $385,909Net Income 2018: -$10,9242018Revenue 2019: $439,376Expenses 2019: $436,647Net Income 2019: $2,7292019Revenue 2020: $308,880Expenses 2020: $352,534Net Income 2020: -$43,6542020Revenue 2021: $758,764Expenses 2021: $678,356Net Income 2021: $80,4082021Revenue 2022: $847,978Expenses 2022: $803,456Net Income 2022: $44,5222022Revenue 2023: $1,025,884Expenses 2023: $852,302Net Income 2023: $173,5822023Revenue 2024: $879,043Expenses 2024: $881,629Net Income 2024: -$2,5862024Revenue 2025: $924,114Expenses 2025: $953,913Net Income 2025: -$29,7992025

Highlighted filing

2018

Revenue$374,985
Expenses$385,909
Net Income-$10,924
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 2, 2018
Return Version
2017v2.3
Gross Receipts
$380,133
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$228,077$225,021▼ $3,056
Savings and Temporary Cash Investments$180,155$180,178▲ $23
Accounts Receivable$4,525$2,215▼ $2,310
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$412,761$407,415▼ $5,346
Other Assets Total$4$1▼ $3
Liabilities
Other Liabilities$7,936$13,514▲ $5,578
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$7,936$13,514▲ $5,578
Net Assets / Fund Balance
Unrestricted Net Assets$404,825$393,901▼ $10,924
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$404,825$393,901▼ $10,924
Total Liabilities and Net Assets / Fund Balance$412,761$407,415▼ $5,346
Compensation and Service Providers

Board Members and Trustees

NameTitle
Gabi Truitt 2018Chapter President
Sydneigh Berenda 2017Chapter President
Amber Ackerman 2017VP Administration
Anna Lins 2018VP Administration
Irini Kabitsis 2018VP Communications
Katelyn Conroy 2017VP Communications
Cherish Lott 2017VP Event Planning
Nicole Shoaf 2018VP Event Planning
Emily DeCamp 2018VP Finance
Gianna Mossotti 2017VP Finance
Amy Stivers 2018VP Fraternity Development
Courtney Maxwell 2017VP Fraternity Development
Gabby Haggerman 2017VP Housing
Laura Matsuoka 2018VP Housing
Emily Lorch 2018VP Member Development
Katie Ross 2017VP Member Development
Katie Dunbar 2018VP Membership
Olivia Kirchner 2017VP Membership
Ali Davidson 2017VP Philanthropy
Diana DiPretoro 2018VP Philanthropy
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$376,130
Investment Income
$20
Other Revenue
$-1,165
Change in Net Assets
$-10,924
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$382,828
Grants and Similar Amounts Paid$3,081
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$278,318
Other Expenses---$22,897
Fees for Services Other---$19,837
Advertising---$11,386
Information Technology---$4,850
Fees for Services Accounting---$4,544
Insurance---$3,131
Grants to Domestic Orgs---$3,081
Conferences and Meetings---$2,899
Office Expenses---$2,767
Total Functional Expenses$0$0$0$385,909
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$5,148
Fundraising Gross Income$3,983
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$13,400
Due to Members$114
Contributions Payable$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6:

The organization is a membership organization consisting of undergraduate members and alumnae members who participate in activities held by the chapter.

Form 990, Part VI, Section A, Line 7A:

The executive council of the chapter is elected by the undergraduate and alumnae members.

Form 990, Part VI, Section A, line 7B:

Decisions made by the executive council of the organization must be voted on by members of the chapter.

Form 990, Part VI, Section A, Line 8B:

There is no committee with authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11:

The vice president of finance, under the guidance of the alumnae advisory committee financial advisor, reviewed form 990 in detail on behalf of the executive council.

Form 990, Part VI, Section C, Line 19:

The organization makes its governing documents available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Fraternity Indiana Delta Chapter
EIN
35-0869956
In Care Of
% VP OF FINANCE
Phone
6362560680
Address
1012 WEST STATE STREET, WEST LAFAYETTE, IN 47906

Signing Officer

Name
Emily Decamp
Title
VP of Finance
Phone
6362560680
Signed
2018-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gabi Truitt
Formed
1921
Legal Domicile
In
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
40

Preparer

Firm
Bdo USA Llp
Address
101 S HANLEY RD STE 800, ST LOUIS, MO 63105
Preparer
Mary Jane Pieroni CPA
Phone
3148891100
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IRS990/Form990PartVIISectionAGrp/PersonNm11Emily Lorch 2018
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VP Member Development
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP Fraternity Development
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP Finance
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IRS990/Form990PartVIISectionAGrp/TitleTxt5VP Administration
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IRS990/Form990PartVIISectionAGrp/TitleTxt7VP Communications
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP Event Planning
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP Housing
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IRS990/Form990PartVIISectionAGrp/TitleTxt11VP Member Development
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP Fraternity Development
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP Membership
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP Administration
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IRS990/Form990PartVIISectionAGrp/TitleTxt17VP Communications
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP Event Planning
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP Housing
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IRS990/PYProgramServiceRevenueAmt0352462
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.92$0.95$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.88$0.88$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.68$0.03$0.65$1.03$0.85$0.17
2022Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.85$0.80$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.45$0.01$0.43$0.76$0.68$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.31$0.35$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.41$0.02$0.40$0.44$0.44$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.41$0.01$0.39$0.37$0.39$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.41$0.01$0.40$0.36$0.39$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.36$0.35$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.44$0.01$0.43$0.39$0.35$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.02$0.39$0.40$0.36$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$0.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.00$0.34$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.01$0.26$0.66