Civic Intelligence

Pi Beta Phi Fraternity Indiana Zeta Chapter

990EZ • Fiscal year 2018 • EIN 35-6070816

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 24, 2018

Student Center L-1 Box 39Muncie, IN 47303

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

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

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

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

Net Margin

58th percentile

5.4%

Higher net margin than 58% 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

56th percentile

3.5%

Faster asset growth than 56% of similar nonprofits.

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

Revenue Growth

21st percentile

-14%

Faster revenue growth than 21% of similar nonprofits.

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

Assets

Up

$101,920

Up $3,407 (+3.5%) from 2017

Net Assets

Up

$101,542

Up $5,710 (+6.0%) from 2017

Liabilities

Down

$378

Down $2,303 (-86%) from 2017

Revenue

Down

$106,608

Down $17,105 (-14%) from 2017

Expenses

Down

$100,898

Down $8,977 (-8.2%) from 2017

Net Income

Down

$5,710

Down $8,128 (-59%) from 2017

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $45,513Liabilities 2011: $0Net Assets 2011: $45,5132011Assets 2012: $56,627Liabilities 2012: $300Net Assets 2012: $56,3272012Assets 2013: $60,692Liabilities 2013: $0Net Assets 2013: $60,6922013Assets 2014: $68,784Liabilities 2014: $0Net Assets 2014: $68,7842014Assets 2015: $67,706Liabilities 2015: $0Net Assets 2015: $67,7062015Assets 2016: $82,312Liabilities 2016: $318Net Assets 2016: $81,9942016Assets 2017: $98,513Liabilities 2017: $2,681Net Assets 2017: $95,8322017Assets 2018: $101,920Liabilities 2018: $378Net Assets 2018: $101,5422018Assets 2019: $123,800Liabilities 2019: $158Net Assets 2019: $123,6422019Assets 2020: $126,579Liabilities 2020: $1,464Net Assets 2020: $125,1152020Assets 2021: $143,249Liabilities 2021: $1,434Net Assets 2021: $141,8152021Assets 2022: $148,877Liabilities 2022: $1,893Net Assets 2022: $146,9842022Assets 2023: $136,436Liabilities 2023: $3,813Net Assets 2023: $132,6232023

Highlighted filing

2018

Assets$101,920
Liabilities$378
Net Assets$101,542

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $76,882Expenses 2011: $63,467Net Income 2011: $13,4152011Revenue 2012: $59,282Expenses 2012: $48,468Net Income 2012: $10,8142012Revenue 2013: $63,507Expenses 2013: $59,142Net Income 2013: $4,3652013Revenue 2014: $86,970Expenses 2014: $78,878Net Income 2014: $8,0922014Revenue 2015: $83,791Expenses 2015: $84,869Net Income 2015: -$1,0782015Revenue 2016: $105,921Expenses 2016: $91,633Net Income 2016: $14,2882016Revenue 2017: $123,713Expenses 2017: $109,875Net Income 2017: $13,8382017Revenue 2018: $106,608Expenses 2018: $100,898Net Income 2018: $5,7102018Revenue 2019: $97,098Expenses 2019: $74,998Net Income 2019: $22,1002019Revenue 2020: $69,452Expenses 2020: $67,979Net Income 2020: $1,4732020Revenue 2021: $44,842Expenses 2021: $28,142Net Income 2021: $16,7002021Revenue 2022: $42,291Expenses 2022: $37,122Net Income 2022: $5,1692022Revenue 2023: $27,533Expenses 2023: $41,894Net Income 2023: -$14,3612023

Highlighted filing

2018

Revenue$106,608
Expenses$100,898
Net Income$5,710
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 24, 2018
Return Version
2017v2.3
Gross Receipts
$106,887
Mission and Program Overview

Mission

To mutally 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
JACKIE MILLER 2017Chapter PresidentPT$0--
SABRINA VIRAMONTES 2017VP Member DevelopmentPT$0--
MICHAELA MCCLELLAN 2017VP Fraternity DevelopmentPT$0--
BAYLEY BRUTUS 2017VP FinancePT$0--
TARA REYNOLDS 2017VP MembershipPT$0--
CLAIRE DEMIRJIAN 2017VP AdministrationPT$0--
ERICA HELIENBACH 2017VP PhilanthropyPT$0--
MEGAN KICKS 2017VP CommunicationsPT$0--
SARAH SCHLOSSER 2017VP Event PlanningPT$0--
HANNAH RUSH 2017VP HousingPT$0--
JACKIE MILLER 2018Chapter PresidentPT$0--
SABRINA VIRAMONTES 2018VP Member DevelopmentPT$0--
MICHAELA MCCLELLAN 2018VP Fraternity DevelopmentPT$0--
BAYLEY BRUTUS 2018VP FinancePT$0--
TARA REYNOLDS 2018VP MembershipPT$0--
CLAIRE DEMIRJIAN 2018VP AdministrationPT$0--
ERICA HELIENBACH 2018VP PhilanthropyPT$0--
MEGAN KICKS 2018VP CommunicationsPT$0--
SARAH SCHLOSSER 2018VP Event PlanningPT$0--
HANNAH RUSH 2018VP HousingPT$0--
Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Fraternity Indiana Zeta Chapter
EIN
35-6070816
In Care Of
% VP OF FINANCE
Phone
6362560680
Address
STUDENT CENTER L-1 BOX 39, MUNCIE, IN 47303

Signing Officer

Name
Bayley Brutus
Title
VP of Finance
Phone
6362560680
Signed
2018-11-24
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

Part I, Line 10:

Activity Classification: Charitable Grantee Name: Contributions to Charitable Organizations Less than $5,000 Amount Given: $2,236

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, Line 28, Program Service Accomplishments:

The Indiana Zeta 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 114 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:BAD DEBT EXPENSE Amount:717

Form 990EZ Part I Line 16

Description:CAMPUS OBLIGATIONS Amount:3341

Form 990EZ Part I Line 16

Description:CHAPTER PROGRAMMING Amount:29059

Form 990EZ Part I Line 16

Description:COMPOSITE EXPENSE Amount:3425

Form 990EZ Part I Line 16

Description:ENTERTAINMENT & SOCIAL Amount:14442

Form 990EZ Part I Line 16

Description:FRATERNITY OFFICER VISIT Amount:968

Form 990EZ Part I Line 16

Description:GIFTS Amount:360

Form 990EZ Part I Line 16

Description:MEMBERSHIP DUES Amount:35

Form 990EZ Part I Line 16

Description:RECRUITMENT Amount:4268

Form 990EZ Part I Line 16

Description:SPECIAL ASSESSMENTS Amount:29765

Form 990EZ Part I Line 16

Description:SUPPLIES Amount:136

Form 990EZ Part I Line 16

Description:TECHNOLOGY FEE Amount:799

Form 990EZ Part I Line 16

Description:BANK CHARGES Amount:180

Form 990EZ Part II Line 24

Description:ACCOUNTS RECEVIABLE BOY Amount:4428 EOY Amount:6738

Form 990EZ Part II Line 26

Description:DUE TO MEMBERS BOY Amount:381 EOY Amount:378

Form 990EZ Part II Line 26

Description:CONTRIBUTIONS PAYABLE BOY Amount:2300

Raw XML Appendix265 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MUNCIE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JACKIE MILLER 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SABRINA VIRAMONTES 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAELA MCCLELLAN 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BAYLEY BRUTUS 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TARA REYNOLDS 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CLAIRE DEMIRJIAN 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ERICA HELIENBACH 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MEGAN KICKS 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SARAH SCHLOSSER 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9HANNAH RUSH 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JACKIE MILLER 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11SABRINA VIRAMONTES 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12MICHAELA MCCLELLAN 2018
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15CLAIRE DEMIRJIAN 2018
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17MEGAN KICKS 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm18SARAH SCHLOSSER 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm19HANNAH RUSH 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
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Classification: Charitable Grantee Name: Contributions to Charitable Organizations Less than $5,000 Amount Given: $2,236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1To mutually encourage and assist members in social, mental, and moral advancement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Indiana Zeta 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 114 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:BAD DEBT EXPENSE Amount:717
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:CAMPUS OBLIGATIONS Amount:3341
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:CHAPTER PROGRAMMING Amount:29059
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:COMPOSITE EXPENSE Amount:3425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:ENTERTAINMENT & SOCIAL Amount:14442
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:FRATERNITY OFFICER VISIT Amount:968
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description:GIFTS Amount:360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description:MEMBERSHIP DUES Amount:35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description:RECRUITMENT Amount:4268
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description:SPECIAL ASSESSMENTS Amount:29765
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Description:SUPPLIES Amount:136
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Description:TECHNOLOGY FEE Amount:799
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Description:BANK CHARGES Amount:180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Description:ACCOUNTS RECEVIABLE BOY Amount:4428 EOY Amount:6738
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Description:DUE TO MEMBERS BOY Amount:381 EOY Amount:378
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Description:CONTRIBUTIONS PAYABLE BOY Amount:2300
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 10:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part III, Primary exempt purpose:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part III, Line 28, 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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17FORM 990EZ PART II LINE 24
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ReturnHeader/BusinessOfficerGrp/PersonNm0BAYLEY BRUTUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP of Finance
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PI BETA PHI FRATERNITY INDIANA ZETA CHAPTER
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ReturnHeader/Filer/EIN0356070816
ReturnHeader/Filer/InCareOfNm0% VP OF FINANCE
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ReturnHeader/Filer/USAddress/CityNm0MUNCIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.249.82.14
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 S HANLEY RD STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
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ReturnHeader/PreparerPersonGrp/PhoneNum03148891100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary Jane Pieroni CPA
ReturnHeader/ReturnTs02018-12-12T09:03:16-06:00
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ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.36$0.04$1.33$0.28$0.42$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.49$0.02$1.47$0.42$0.37$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.43$0.01$1.42$0.45$0.28$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.01$1.25$0.69$0.68$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.97$0.75$0.22
2018Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$1.07$1.01$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.03$0.96$1.24$1.10$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$1.06$0.92$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.84$0.85$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.87$0.79$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.00$0.61$0.64$0.59$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.00$0.56$0.59$0.48$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.00$0.46$0.77$0.63$0.13