Civic Intelligence

Pi Beta Phi Fraternity Indiana Zeta Chapter

990EZ • Fiscal year 2016 • EIN 35-6070816

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 01, 2016

1012 N Briar RdMuncie, IN 47304

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

56th percentile

0.00x

Higher debt load relative to revenue than 56% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Net Margin

74th percentile

13%

Higher net margin than 74% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Asset Growth

81st percentile

22%

Faster asset growth than 81% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

87th percentile

26%

Faster revenue growth than 87% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$82,312

Up $14,606 (+22%) from 2015

Net Assets

Up

$81,994

Up $14,288 (+21%) from 2015

Liabilities

Up

$318

Up $318 from 2015

Revenue

Up

$105,921

Up $22,130 (+26%) from 2015

Expenses

Up

$91,633

Up $6,764 (+8.0%) from 2015

Net Income

Up

$14,288

Up $15,366 (+1425%) from 2015

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

2016

Assets$82,312
Liabilities$318
Net Assets$81,994

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

2016

Revenue$105,921
Expenses$91,633
Net Income$14,288
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 1, 2016
Return Version
2015v2.1
Gross Receipts
$106,503
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
Chandler Dickerson 2015Chapter PresidentPT$0--
Courtney Piazza 2015VP Member DevelopmentPT$0--
Dominique Shipley 2015VP Fraternity DevelopmentPT$0--
Gabby Snyder 2015VP FinancePT$0--
Kristin Fyffe 2015VP MembershipPT$0--
Chelsea Falls 2015VP AdministrationPT$0--
Alicia Farmer 2015VP PhilanthropyPT$0--
Morgan Olson 2015VP CommunicationsPT$0--
Kristin Seal 2015VP Event PlanningPT$0--
Caitlin Gill 2015VP Housing-$0--
Beka Lockwood 2016Chapter PresidentPT$0--
Katie Suiters 2016VP Member DevelopmentPT$0--
Emily Paege 2016VP Fraternity DevelopmentPT$0--
Danielle O'Reilly 2016VP FinancePT$0--
Lindsey Crum 2016VP MembershipPT$0--
Chelsea Falls 2016VP AdministrationPT$0--
Jennie HeHe 2016VP PhilanthropyPT$0--
Jacqui Schlabach 2016VP CommunicationsPT$0--
Shannon Reese 2016VP Event PlanningPT$0--
Abby Lutz 2016VP Housing-$0--
Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Fraternity Indiana Zeta
EIN
35-6070816
In Care Of
% VP OF FINANCE
Phone
6362560680
Address
1012 N BRIAR RD, MUNCIE, IN 47304

Signing Officer

Name
DANIELLE O'REILLY
Title
VP of Finance
Phone
6362560680
Signed
2016-11-01
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: Pi Beta Phi Foundation Address: 1154 Town & Country Commons Drive, Town & Country, MO 63017 Amount Given: $5,906

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 112 members.

Form 990-EX, 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:BANK CHARGES Amount:25

Form 990EZ Part I Line 16

Description:CAMPUS OBLIGATIONS Amount:3614

Form 990EZ Part I Line 16

Description:CHAPTER PROGRAMMING Amount:4071

Form 990EZ Part I Line 16

Description:COMPOSITE EXPENSE Amount:3536

Form 990EZ Part I Line 16

Description:CONVENTIONS & SEMINARS Amount:2231

Form 990EZ Part I Line 16

Description:ENTERTAINMENT & SOCIAL Amount:14306

Form 990EZ Part I Line 16

Description:FOOD EXPENSE Amount:4482

Form 990EZ Part I Line 16

Description:FRATERNITY OFFICER VISIT Amount:1895

Form 990EZ Part I Line 16

Description:GIFTS Amount:2037

Form 990EZ Part I Line 16

Description:INSURANCE Amount:2697

Form 990EZ Part I Line 16

Description:MEMBERSHIP DUES Amount:35

Form 990EZ Part I Line 16

Description:RECRUITMENT Amount:2180

Form 990EZ Part I Line 16

Description:SPECIAL ASSESSMENTS Amount:29516

Form 990EZ Part I Line 16

Description:SUPPLIES Amount:301

Form 990EZ Part I Line 16

Description:TECHNOLOGY FEE Amount:5675

Form 990EZ Part II Line 24

Description:ACCOUNTS RECEVIABLE BOY Amount:732 EOY Amount:2231

Form 990EZ Part II Line 26

Description:DUE TO MEMBERS EOY Amount:318

Raw XML Appendix267 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/OfficerDirectorTrusteeEmplGrp/PersonNm0Chandler Dickerson 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Courtney Piazza 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dominique Shipley 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Gabby Snyder 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kristin Fyffe 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Chelsea Falls 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Alicia Farmer 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Morgan Olson 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Kristin Seal 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Caitlin Gill 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Beka Lockwood 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Katie Suiters 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Emily Paege 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Danielle O'Reilly 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Lindsey Crum 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15Chelsea Falls 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16Jennie HeHe 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17Jacqui Schlabach 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm18Shannon Reese 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm19Abby Lutz 2016
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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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Classification: charitable Grantee Name: Pi Beta Phi Foundation Address: 1154 Town & Country Commons Drive, Town & Country, MO 63017 Amount Given: $5,906
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 112 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:BANK CHARGES Amount:25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:CAMPUS OBLIGATIONS Amount:3614
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:CHAPTER PROGRAMMING Amount:4071
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:COMPOSITE EXPENSE Amount:3536
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:CONVENTIONS & SEMINARS Amount:2231
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:ENTERTAINMENT & SOCIAL Amount:14306
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description:FOOD EXPENSE Amount:4482
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description:FRATERNITY OFFICER VISIT Amount:1895
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description:GIFTS Amount:2037
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description:INSURANCE Amount:2697
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Description:MEMBERSHIP DUES Amount:35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Description:RECRUITMENT Amount:2180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Description:SPECIAL ASSESSMENTS Amount:29516
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Description:SUPPLIES Amount:301
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Description:TECHNOLOGY FEE Amount:5675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Description:ACCOUNTS RECEVIABLE BOY Amount:732 EOY Amount:2231
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Description:DUE TO MEMBERS EOY Amount:318
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-EX, 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 I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19FORM 990EZ PART II LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20FORM 990EZ PART II LINE 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIELLE O'REILLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP of Finance
ReturnHeader/BusinessOfficerGrp/PhoneNum06362560680
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PI BETA PHI FRATERNITY INDIANA ZETA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PIBE
ReturnHeader/Filer/EIN0356070816
ReturnHeader/Filer/InCareOfNm0% VP OF FINANCE
ReturnHeader/Filer/PhoneNum06362560680
ReturnHeader/Filer/USAddress/AddressLine1Txt01012 N BRIAR RD
ReturnHeader/Filer/USAddress/CityNm0MUNCIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047304
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/ReturnTs02016-11-14T15:19:31-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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