Civic Intelligence

Pi Beta Phi Fraternity Indiana Epsilon

990 • Fiscal year 2024 • EIN 35-0889443

Jul 01, 2023 to Jun 30, 2024 • Filed on Apr 25, 2025

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

33rd percentile

0.00x

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

2024 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2024

Net Margin

30th percentile

-1.2%

Higher net margin than 30% of similar nonprofits.

2024 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2024 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2024

Asset Growth

2nd percentile

-50%

Faster asset growth than 2% of similar nonprofits.

2024 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

2024 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$11,284

Down $65,747 (-85%) from 2022

Net Assets

Down

$11,284

Down $63,347 (-85%) from 2022

Liabilities

Down

$0

Down $2,400 (-100%) from 2022

Revenue

Up

$674,996

Up $39,284 (+6.2%) from 2022

Expenses

Down

$683,145

Down $27,393 (-3.9%) from 2022

Net Income

Up

-$8,149

Up $66,677 (+89%) from 2022

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: $418,713Liabilities 2011: $34,285Net Assets 2011: $384,4282011Assets 2013: $598,477Liabilities 2013: $0Net Assets 2013: $598,4772013Assets 2014: $645,914Liabilities 2014: $118Net Assets 2014: $645,7962014Assets 2015: $668,204Liabilities 2015: $653Net Assets 2015: $667,5512015Assets 2017: $645,528Liabilities 2017: $62,070Net Assets 2017: $583,4582017Assets 2018: $628,945Liabilities 2018: $13,473Net Assets 2018: $615,4722018Assets 2019: $590,313Liabilities 2019: $181Net Assets 2019: $590,1322019Assets 2020: $450,475Liabilities 2020: $27,155Net Assets 2020: $423,3202020Assets 2021: $154,177Liabilities 2021: $4,720Net Assets 2021: $149,4572021Assets 2022: $77,031Liabilities 2022: $2,400Net Assets 2022: $74,6312022Assets 2024: $11,284Liabilities 2024: $0Net Assets 2024: $11,2842024

Highlighted filing

2024

Assets$11,284
Liabilities$0
Net Assets$11,284

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $603,2882011Expenses 2013: $251,6662013Revenue 2014: $343,599Expenses 2014: $296,280Net Income 2014: $47,3192014Revenue 2015: $369,154Expenses 2015: $347,399Net Income 2015: $21,7552015Revenue 2017: $679,642Expenses 2017: $755,321Net Income 2017: -$75,6792017Revenue 2018: $375,145Expenses 2018: $343,131Net Income 2018: $32,0142018Revenue 2019: $113,543Expenses 2019: $138,883Net Income 2019: -$25,3402019Revenue 2020: $84,921Expenses 2020: $251,733Net Income 2020: -$166,8122020Revenue 2021: $250,150Expenses 2021: $524,013Net Income 2021: -$273,8632021Revenue 2022: $635,712Expenses 2022: $710,538Net Income 2022: -$74,8262022Revenue 2024: $674,996Expenses 2024: $683,145Net Income 2024: -$8,1492024

Highlighted filing

2024

Revenue$674,996
Expenses$683,145
Net Income-$8,149
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 25, 2025
Return Version
2023v6.0
Gross Receipts
$675,023
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$6,518$5,953▼ $565
Cash and Non-Interest-Bearing Accounts$15,189$4,728▼ $10,461
Savings and Temporary Cash Investments$448$448→ $0
Total Assets$22,389$11,284▼ $11,105
Other Assets Total$234$155▼ $79
Liabilities
Other Liabilities$2,956$0▼ $2,956
Total Liabilities$2,956$0▼ $2,956
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$19,433$11,284▼ $8,149
Total Net Assets Fund Balance$19,433$11,284▼ $8,149
Total Liabilities and Net Assets / Fund Balance$22,389$11,284▼ $11,105
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ashley Long 2024Chapter President
Margaret Perry 2023Chapter President
Ava Hassel 2023Vice President Community Relations
Taylor Cripe 2024Vice President Community Relations
Ashley Long 2023Vice President Finance/housing
Emma Morris 2024Vice President Finance/housing
Katrina Stranger 2023Vice President Inclusion
Kayla Peterson 2024Vice President Inclusion
Charlotte Adams 2023Vice President Member Experience
Isabella Morris 2024Vice President Member Experience
Charlotte Adams 2024Vice President Operations
Madelyn Reinhardt 2023Vice President Operations
Ella Stark 2023Vice President Recruitment
Madison Lockridge 2024Vice President Recruitment
Ainsley Boras 2023Vice President Risk Management
Macey Cox 2024Vice President Risk Management
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$671,685
Investment Income
$0
Other Revenue
$3,311
Change in Net Assets
$-8,149
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$683,125
Grants and Similar Amounts Paid$20
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$620,745
Fees for Services Other---$19,229
Advertising---$4,079
Fees for Services Accounting---$3,500
Office Expenses---$2,733
Conferences and Meetings---$2,396
Other Expenses---$752
All Other Expenses---$388
Grants to Domestic Orgs---$20
Total Functional Expenses$0$0$0$683,145
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$27
Fundraising Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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 member 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 11B

The vice president of finance/housing, 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 Epsilon
EIN
35-0889443
Phone
6362560680
Address
1154 TOWN COUNTRY COMMONS DR, TOWN COUNTRY, MO 63017

Signing Officer

Name
Micah Richardson
Title
Sr Director of Finance
Phone
6362560680
Signed
2025-04-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Micah Richardson
Formed
1942
Legal Domicile
In
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Uhy Advisors Midwest Inc
Address
15 SUNNEN DRIVE SUITE 100, ST LOUIS, MO 63143-3819
Preparer
Denise Pisciotta
Phone
3146151200
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Postage 258. Bad debt 130.

Raw XML AppendixShowing 400 of 420 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAPTER PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT COMMUNITY RELATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT FINANCE/HOUSING
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT MEMBER EXPERIENCE
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT RECRUITMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENT RISK MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDENT INCLUSION
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IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE PRESIDENT FINANCE/HOUSING
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IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE PRESIDENT RISK MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15VICE PRESIDENT INCLUSION
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IRS990/ProgramServiceRevenueGrp/BusinessCd0813410
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0671685
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0671685
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt0409
IRS990/PYInvestmentIncomeAmt030
IRS990/PYOtherExpensesAmt0660209
IRS990/PYOtherRevenueAmt0684
IRS990/PYProgramServiceRevenueAmt0604706
IRS990/PYRevenuesLessExpensesAmt0-55198
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0660618
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0605420
IRS990/ReconcilationRevenueExpnssAmt0-8149
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0448
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0448
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A MEMBER ORGANIZATION CONSISTING OF UNDERGRADUATE MEMBERS AND ALUMNAE MEMBERS WHO PARTICIPATE IN ACTIVITIES HELD BY THE CHAPTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE COUNCIL OF THE CHAPTER IS ELECTED BY THE UNDERGRADUATE AND ALUMNAE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DECISIONS MADE BY THE EXECUTIVE COUNCIL OF THE ORGANIZATION MUST BE VOTED ON BY MEMBERS OF THE CHAPTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE VICE PRESIDENT OF FINANCE/HOUSING, UNDER THE GUIDANCE OF THE ALUMNAE ADVISORY COMMITTEE FINANCIAL ADVISOR, REVIEWED FORM 990 IN DETAIL ON BEHALF OF THE EXECUTIVE COUNCIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6POSTAGE 258. BAD DEBT 130.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 24E
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PI BETA PHI FRATERNITY HOUSING CORP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0262511045
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(7)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHAPTER HOUSE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01154 TOWN COUNTRY COMMONS DR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TOWN COUNTRY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd063017
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE RELATIONSHIP WITH PI BETA PHI FRATERNITY HOUSING CORPORATION IS DISCLOSED AT PART II FOR INFORMATIONAL PURPOSES DESITE THE FACT THAT THE RELATIONSHIP ARGUABLY MAY NOT MEET THE REQUIREMENTS FOR REQUIRED REPORTING. OTHER RELATED ENTITIES ARE INCLUDED IN THE GROUP RULING.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R, PART II
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt022389
IRS990/TotalAssetsEOYAmt011284
IRS990/TotalAssetsGrp/BOYAmt022389
IRS990/TotalAssetsGrp/EOYAmt011284
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0683145
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02956
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt02956
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt019433
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt011284
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0671685
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-27
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0675023
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0674996
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt022389
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011284
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01154 TOWN COUNTRY COMMONS DR
IRS990/USAddress/CityNm0TOWN COUNTRY
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd063017
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0DEPAUW.PIBETAPHI.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICAH RICHARDSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SR DIRECTOR OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum06362560680
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PI BETA PHI FRATERNITY INDIANA EPSILON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PIBE
ReturnHeader/Filer/EIN0350889443

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