Civic Intelligence

Pi Beta Phi Fraternity Indiana Zeta Chapter

990EZ • Fiscal year 2020 • EIN 35-6070816

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 29, 2020

1154 Town Country Commons DriveTown Country, MO 63017

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

63rd percentile

0.02x

Higher debt load relative to revenue than 63% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Net Margin

48th percentile

2.1%

Higher net margin than 48% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

52nd percentile

2.2%

Faster asset growth than 52% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

33rd percentile

-28%

Faster revenue growth than 33% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$126,579

Up $2,779 (+2.2%) from 2019

Net Assets

Up

$125,115

Up $1,473 (+1.2%) from 2019

Liabilities

Up

$1,464

Up $1,306 (+827%) from 2019

Revenue

Down

$69,452

Down $27,646 (-28%) from 2019

Expenses

Down

$67,979

Down $7,019 (-9.4%) from 2019

Net Income

Down

$1,473

Down $20,627 (-93%) from 2019

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

2020

Assets$126,579
Liabilities$1,464
Net Assets$125,115

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

2020

Revenue$69,452
Expenses$67,979
Net Income$1,473
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 29, 2020
Return Version
2019v5.1
Gross Receipts
$69,630
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
EMILY LAHEY 2019Chapter PresidentPT$0--
LAUREN HASTEN 2019VP Member DevelopmentPT$0--
KIERSTIN VOLMERDING 2019VP Fraternity DevelopmentPT$0--
SAMANTHA COOMLER 2019VP FinancePT$0--
EMILY ROSE 2019VP MembershipPT$0--
KALI INGLES 2019VP AdministrationPT$0--
SARA HANEY 2019VP PhilanthropyPT$0--
BAYLEE BURCHAM 2019VP CommunicationsPT$0--
ALANNA OBERMEYER 2019VP Event PlanningPT$0--
ALLY BUTLER 2019VP HousingPT$0--
SARA HANEY 2020Chapter PresidentPT$0--
CAMRYN KERRIGAN 2020VP Community RelationsPT$0--
SAMANTHA COOMLER 2020VP Finance/HousingPT$0--
LAURA STELLA 2020VP Membership ExperiencePT$0--
TEAGAN MARQUARDT 2020VP OperationsPT$0--
MONICA GREENWELL 2020VP RecruitmentPT$0--
CARA WALSH 2020VP Risk ManagementPT$0--
Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Fraternity Indiana Zeta Chapter
EIN
35-6070816
In Care Of
% THE ORGANIZATION
Phone
6362560680
Address
1154 Town Country Commons Drive, Town Country, MO 63017

Signing Officer

Name
Kristin Rugen CPA
Title
Frat/FHC Finance Director
Phone
6362560680
Signed
2020-10-29
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: $1,974

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 76 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:INSURANCE Amount:1612

Form 990EZ Part I Line 16

Description:CAMPUS OBLIGATIONS Amount:2275

Form 990EZ Part I Line 16

Description:CHAPTER PROGRAMMING Amount:5783

Form 990EZ Part I Line 16

Description:COMPOSITE EXPENSE Amount:2140

Form 990EZ Part I Line 16

Description:ENTERTAINMENT & SOCIAL Amount:13688

Form 990EZ Part I Line 16

Description:FRATERNITY OFFICER VISIT Amount:1416

Form 990EZ Part I Line 16

Description:GIFTS Amount:334

Form 990EZ Part I Line 16

Description:MEMBERSHIP DUES Amount:723

Form 990EZ Part I Line 16

Description:RECRUITMENT Amount:2460

Form 990EZ Part I Line 16

Description:SPECIAL ASSESSMENTS Amount:18704

Form 990EZ Part I Line 16

Description:TECHNOLOGY FEE Amount:2835

Form 990EZ Part I Line 16

Description:BANK CHARGES Amount:121

Form 990EZ Part II Line 24

Description:ACCOUNTS RECEIVABLE BOY Amount:9417 EOY Amount:7410

Form 990EZ Part II Line 26

Description:DUE TO MEMBERS BOY Amount:EOY Amount:450

Form 990EZ Part II Line 26

Description:CONTRIBUTIONS PAYABLE BOY Amount:158 EOY Amount:1014

Raw XML Appendix254 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/BooksInCareOfDetail/USAddress/CityNm0Town Country
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EMILY LAHEY 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAUREN HASTEN 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIERSTIN VOLMERDING 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SAMANTHA COOMLER 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4EMILY ROSE 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KALI INGLES 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SARA HANEY 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BAYLEE BURCHAM 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ALANNA OBERMEYER 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ALLY BUTLER 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10SARA HANEY 2020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11CAMRYN KERRIGAN 2020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12SAMANTHA COOMLER 2020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13LAURA STELLA 2020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14TEAGAN MARQUARDT 2020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15MONICA GREENWELL 2020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16CARA WALSH 2020
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 Community Relations
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12VP Finance/Housing
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13VP Membership Experience
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14VP Operations
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15VP Recruitment
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16VP Risk Management
IRS990EZ/OperateHospitalInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Classification: Charitable Grantee Name: Contributions to Charitable Organizations Less than $5,000 Amount Given: $1,974
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 76 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:INSURANCE Amount:1612
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:CAMPUS OBLIGATIONS Amount:2275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:CHAPTER PROGRAMMING Amount:5783
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:COMPOSITE EXPENSE Amount:2140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:ENTERTAINMENT & SOCIAL Amount:13688
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:FRATERNITY OFFICER VISIT Amount:1416
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description:GIFTS Amount:334
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description:MEMBERSHIP DUES Amount:723
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description:RECRUITMENT Amount:2460
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description:SPECIAL ASSESSMENTS Amount:18704
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Description:TECHNOLOGY FEE Amount:2835
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Description:BANK CHARGES Amount:121
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Description:ACCOUNTS RECEIVABLE BOY Amount:9417 EOY Amount:7410
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Description:DUE TO MEMBERS BOY Amount:EOY Amount:450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Description:CONTRIBUTIONS PAYABLE BOY Amount:158 EOY Amount:1014
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
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 II LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17FORM 990EZ PART II LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18FORM 990EZ PART II LINE 26
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTIN RUGEN CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Frat/FHC Finance Dir
ReturnHeader/BusinessOfficerGrp/PhoneNum06362560680
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PI BETA PHI FRATERNITY INDIANA ZETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PIBE
ReturnHeader/Filer/EIN0356070816
ReturnHeader/Filer/InCareOfNm0% THE ORGANIZATION
ReturnHeader/Filer/PhoneNum06362560680
ReturnHeader/Filer/USAddress/AddressLine1Txt01154 Town Country Commons Drive
ReturnHeader/Filer/USAddress/CityNm0Town Country
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063017
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId050559AE8E574E32A0F4B77616981B07D43F6673C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E8872E19644F011C93A645EC474D26F8B55A9530
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId043992620203095000006
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-04
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.211.212.221
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 S HANLEY RD STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063105
ReturnHeader/PreparerPersonGrp/PhoneNum03148891100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary Jane Pieroni CPA
ReturnHeader/ReturnTs02020-11-04T12:41:15-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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