Civic Intelligence

Pi Beta Phi Fraternity Indiana Epsilon

990 • Fiscal year 2015 • EIN 35-0889443

Jul 01, 2014 to Jun 30, 2015 • Filed on May 05, 2016

303 South Locust StreetGreencastle, IN 46135

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2015 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

24th percentile

0.00x

Higher debt load relative to revenue than 24% of similar nonprofits.

2015 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2015

Net Margin

55th percentile

5.9%

Higher net margin than 55% of similar nonprofits.

2015 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2015 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2015

Asset Growth

61st percentile

3.5%

Faster asset growth than 61% of similar nonprofits.

2015 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

64th percentile

7.4%

Faster revenue growth than 64% of similar nonprofits.

2015 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$668,204

Up $22,290 (+3.5%) from 2014

Net Assets

Up

$667,551

Up $21,755 (+3.4%) from 2014

Liabilities

Up

$653

Up $535 (+453%) from 2014

Revenue

Up

$369,154

Up $25,555 (+7.4%) from 2014

Expenses

Up

$347,399

Up $51,119 (+17%) from 2014

Net Income

Down

$21,755

Down $25,564 (-54%) from 2014

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: $74,6312022

Highlighted filing

2015

Assets$668,204
Liabilities$653
Net Assets$667,551

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: -$74,8262022

Highlighted filing

2015

Revenue$369,154
Expenses$347,399
Net Income$21,755
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 5, 2016
Return Version
2014v6.0
Gross Receipts
$369,554
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$643,622$563,094▼ $80,528
Savings and Temporary Cash Investments$1,000$101,027▲ $100,027
Accounts Receivable-$4,083-
Pledges and Grants Receivable$1,292--
Total Assets$645,914$668,204▲ $22,290
Liabilities
Grants Payable-$653-
Other Liabilities$118$0▼ $118
Total Liabilities$118$653▲ $535
Net Assets / Fund Balance
Unrestricted Net Assets$645,796$667,551▲ $21,755
Total Net Assets Fund Balance$645,796$667,551▲ $21,755
Total Liabilities and Net Assets / Fund Balance$645,914$668,204▲ $22,290
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ashley Wong 2015Chapter President
Stephanie Annenson 2014Chapter President
Kattie Kondry 2014VP Administration
Libby Winklemen 2015VP Administration
Dana Zerbini 2014VP Communications
Ellen Riehle 2015VP Communications
Ali Reed 2014VP Event Planning
Amy Melton 2015VP Event Planning
Annell Graves 2015VP Finance
Maggie Steele 2014VP Finance
Ellen Sauter 2014VP Fraternity Development
Emily Ward 2015VP Fraternity Development
Ashley Wong 2014VP Housing
Madelyn Lee 2015VP Housing
Amanda Finn 2015VP Member Development
Holly Lanham 2014VP Member Development
Christa Schroedel 2015VP Membership
Maggie Colburn 2014VP Membership
Elly Gleason 2015VP Philanthropy
Hannah Meyer 2014VP Philanthropy
Revenue and Support

Revenue Composition

Contributions and Grants
$1,249
Program Service Revenue
$367,157
Investment Income
$27
Other Revenue
$721
All Other Contributions
$949
Change in Net Assets
$21,755
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$342,827
Grants and Similar Amounts Paid$4,572
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$239,301
Fees for Services Other---$18,911
Other Expenses---$16,825
Conferences and Meetings---$5,245
Advertising---$4,612
Grants to Domestic Orgs---$4,572
Fees for Services Accounting---$3,159
Insurance---$2,784
Information Technology---$2,110
Office Expenses---$1,321
Total Functional Expenses$0$0$0$347,399
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,121
Fundraising Direct Expenses$400
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 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 Indiana Epsilon Chapter
EIN
35-0889443
Phone
6362560680
Address
303 SOUTH LOCUST STREET, GREENCASTLE, IN 46135

Signing Officer

Name
Annell Graves
Title
VP Finance
Phone
6362560680
Signed
2016-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ashley Wong
Formed
1942
Legal Domicile
In
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
30

Preparer

Firm
Bdo USA Llp
Address
101 S HANLEY ROAD SUITE 800, ST LOUIS, MO 63105
Preparer
Mary Jane Pieroni CPA
Phone
3148891100
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAPTER PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP MEMBER DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP FRATERNITY DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP MEMBERSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP ADMINISTRATION
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP PHILANTHROPY
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP COMMUNICATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP EVENT PLANNING
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP HOUSING
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHAPTER PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP MEMBER DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP FRATERNITY DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP MEMBERSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP ADMINISTRATION
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP PHILANTHROPY
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP COMMUNICATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP EVENT PLANNING
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP HOUSING
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IRS990/NetAssetsOrFundBalancesEOYAmt0667551
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0721
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0721
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0300
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/TotalAmt0239301
IRS990/OfficeExpensesGrp/TotalAmt01321
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CHAPTER PROGRAMMING
IRS990/OtherExpensesGrp/Desc1SPECIAL ASSESSMENTS
IRS990/OtherExpensesGrp/Desc2ENTERTAINMENT & SOCIAL
IRS990/OtherExpensesGrp/TotalAmt025753
IRS990/OtherExpensesGrp/TotalAmt122806
IRS990/OtherExpensesGrp/TotalAmt216825
IRS990/OtherLiabilitiesGrp/BOYAmt0118
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01292
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ASHLEY WONG
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0813410
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0367157
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0367157
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0804
IRS990/PYGrantsAndSimilarPaidAmt07819
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0288461
IRS990/PYOtherRevenueAmt0933
IRS990/PYProgramServiceRevenueAmt0341862
IRS990/PYRevenuesLessExpensesAmt047319
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0296280
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0343599
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt021755
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0101027
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A MEMBERSHIP 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, 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/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 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
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 CORPORATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0262511045
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(7)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MEMBERSHIP AND CHAPTER HOUSE ACTIVITIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01154 TOWN COUNTRY COMMONS DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TOWN COUNTRY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd063017
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
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 DESPITE 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/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0645914
IRS990/TotalAssetsEOYAmt0668204
IRS990/TotalAssetsGrp/BOYAmt0645914
IRS990/TotalAssetsGrp/EOYAmt0668204
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01249
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0347399
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0118
IRS990/TotalLiabilitiesEOYAmt0653
IRS990/TotalLiabilitiesGrp/BOYAmt0118

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