Civic Intelligence

Pi Beta Phi Fraternity Kentucky Alpha Chapter

990EZ • Fiscal year 2014 • EIN 36-3385907

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 13, 2015

2033 South Fourth Street40208

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

51st percentile

0.00x

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

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

51st percentile

0.00x

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

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Net Margin

88th percentile

25%

Higher net margin than 88% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

84th percentile

27%

Faster asset growth than 84% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

92nd percentile

48%

Faster revenue growth than 92% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$123,532

Up $26,415 (+27%) from 2013

Net Assets

Up

$123,532

Up $26,415 (+27%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$105,819

Up $34,232 (+48%) from 2013

Expenses

Up

$79,404

Up $17,158 (+28%) from 2013

Net Income

Up

$26,415

Up $17,074 (+183%) from 2013

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $64,296Liabilities 2011: $0Net Assets 2011: $64,2962011Assets 2012: $87,776Liabilities 2012: $0Net Assets 2012: $87,7762012Assets 2013: $97,117Liabilities 2013: $0Net Assets 2013: $97,1172013Assets 2014: $123,532Liabilities 2014: $0Net Assets 2014: $123,5322014Assets 2015: $126,820Liabilities 2015: $1,826Net Assets 2015: $124,9942015Assets 2016: $127,121Liabilities 2016: $75Net Assets 2016: $127,0462016Assets 2017: $144,644Liabilities 2017: $60Net Assets 2017: $144,5842017Assets 2018: $156,490Liabilities 2018: $0Net Assets 2018: $156,4902018Assets 2019: $182,033Liabilities 2019: $4,220Net Assets 2019: $177,8132019Assets 2020: $195,252Liabilities 2020: $60Net Assets 2020: $195,1922020Assets 2021: $209,082Liabilities 2021: $790Net Assets 2021: $208,2922021Assets 2022: $216,934Liabilities 2022: $16,077Net Assets 2022: $200,8572022Assets 2023: $187,964Liabilities 2023: $22,883Net Assets 2023: $165,0812023Assets 2024: $203,522Liabilities 2024: $44,102Net Assets 2024: $159,4202024

Highlighted filing

2014

Assets$123,532
Liabilities$0
Net Assets$123,532

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $112,256Expenses 2011: $94,691Net Income 2011: $17,5652011Revenue 2012: $74,630Expenses 2012: $51,150Net Income 2012: $23,4802012Revenue 2013: $71,587Expenses 2013: $62,246Net Income 2013: $9,3412013Revenue 2014: $105,819Expenses 2014: $79,404Net Income 2014: $26,4152014Revenue 2015: $89,817Expenses 2015: $88,355Net Income 2015: $1,4622015Revenue 2016: $112,855Expenses 2016: $110,803Net Income 2016: $2,0522016Revenue 2017: $126,597Expenses 2017: $109,059Net Income 2017: $17,5382017Revenue 2018: $99,811Expenses 2018: $87,905Net Income 2018: $11,9062018Revenue 2019: $106,764Expenses 2019: $85,441Net Income 2019: $21,3232019Revenue 2020: $81,659Expenses 2020: $64,280Net Income 2020: $17,3792020Revenue 2021: $68,208Expenses 2021: $55,108Net Income 2021: $13,1002021Revenue 2022: $61,668Expenses 2022: $69,103Net Income 2022: -$7,4352022Revenue 2023: $53,465Expenses 2023: $89,241Net Income 2023: -$35,7762023Revenue 2024: $65,244Expenses 2024: $70,905Net Income 2024: -$5,6612024

Highlighted filing

2014

Revenue$105,819
Expenses$79,404
Net Income$26,415
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 13, 2015
Return Version
2013v4.0
Gross Receipts
$108,488
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
THE KENTUCKY ALPHA 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.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH DISNEY 2013Chapter PresidentPT$0--
TATJANNA ISSAC 2013VP Member DevelopmentPT$0--
RACHEL NELSON 2013VP Fraternity DevelopmentPT$0--
TORY LENHART 2013VP FinancePT$0--
SARAH KREUTZJANS 2013VP MembershipPT$0--
KATLYN WHELAN 2013VP AdministrationPT$0--
JOSEPHINE LEE 2013VP PhilanthropyPT$0--
MACKENZIE SLOAS 2013VP CommunicationsPT$0--
ALICIA AKIN 2013VP Event PlanningPT$0--
JESSICA RAWE 2013VP HousingPT$0--
MACKENZIE SLOAS 2014Chapter PresidentPT$0--
WHITNEY PUCKETT 2014VP Member DevelopmentPT$0--
Filing and Contact Details

Filer

EIN
36-3385907
Phone
6362560680

Signing Officer

Name
Emily Ballard
Title
VP of Finance
Phone
6362560680
Signed
2015-01-13
Discuss with paid preparer
Yes

Preparer

Preparer
Mary Jane Pieroni CPA
Phone
3148891100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 2.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: charitable. Grantee name: pi beta phi foundation. Grantee address: 1154 town & country commons drive town & country, mo 63017. Amount given: 8,795.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank service charges. Amount: 160. Description: campus obligations. Amount: 1,954. Description: chapter programming. Amount: 7,879. Description: composite expense. Amount: 3,122. Description: conventions & seminars. Amount: 1,664. Description: entertainment & social. Amount: 9,789. Description: gifts. Amount: 449. Description: insurance. Amount: 2,100. Description: membership dues. Amount: 840. Description: recruitment. Amount: 10,456. Description: special assessments. Amount: 14,553. Description: supplies. Amount: 150. Description: food expense. Amount: 3,045. Description: bad debt expense. Amount: 661. Description: fraternity officer visit. Amount: 841. Description: unrelated business income taxes. Amount: 22. Total to form 990-ez, line 16: 57,685.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 3,042. End of year amount: 11,548.

Raw XML Appendix174 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/PhoneNum06362560680
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IRS990EZ/BooksInCareOfDetail/USAddress/City0LOUISVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/State0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode040208
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt094075
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1115.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELIZABETH DISNEY 2013
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TATJANNA ISSAC 2013
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RACHEL NELSON 2013
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TORY LENHART 2013
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SARAH KREUTZJANS 2013
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATLYN WHELAN 2013
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOSEPHINE LEE 2013
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MACKENZIE SLOAS 2013
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ALICIA AKIN 2013
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JESSICA RAWE 2013
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MACKENZIE SLOAS 2014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11WHITNEY PUCKETT 2014
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/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OrganizationHadUBIInd01
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03042
IRS990EZ/OtherAssetsTotalDetail/EOYAmt011548
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt057685
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO MUTUALLY ENCOURAGE AND ASSIST MEMBERS IN SOCIAL, MENTAL, AND MORAL ADVANCEMENT.
IRS990EZ/PrintingPublicationsPostageAmt045
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE KENTUCKY ALPHA 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt02669
IRS990EZ/SpecialEventsNetIncomeLossAmt03804
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt079404
IRS990EZ/TotalRevenueAmt0105819
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PIBETAPHI.ORG/LOUISVILLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: PI BETA PHI FOUNDATION. GRANTEE ADDRESS: 1154 TOWN & COUNTRY COMMONS DRIVE TOWN & COUNTRY, MO 63017. AMOUNT GIVEN: 8,795.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 160. DESCRIPTION: CAMPUS OBLIGATIONS. AMOUNT: 1,954. DESCRIPTION: CHAPTER PROGRAMMING. AMOUNT: 7,879. DESCRIPTION: COMPOSITE EXPENSE. AMOUNT: 3,122. DESCRIPTION: CONVENTIONS & SEMINARS. AMOUNT: 1,664. DESCRIPTION: ENTERTAINMENT & SOCIAL. AMOUNT: 9,789. DESCRIPTION: GIFTS. AMOUNT: 449. DESCRIPTION: INSURANCE. AMOUNT: 2,100. DESCRIPTION: MEMBERSHIP DUES. AMOUNT: 840. DESCRIPTION: RECRUITMENT. AMOUNT: 10,456. DESCRIPTION: SPECIAL ASSESSMENTS. AMOUNT: 14,553. DESCRIPTION: SUPPLIES. AMOUNT: 150. DESCRIPTION: FOOD EXPENSE. AMOUNT: 3,045. DESCRIPTION: BAD DEBT EXPENSE. AMOUNT: 661. DESCRIPTION: FRATERNITY OFFICER VISIT. AMOUNT: 841. DESCRIPTION: UNRELATED BUSINESS INCOME TAXES. AMOUNT: 22. TOTAL TO FORM 990-EZ, LINE 16: 57,685.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 3,042. END OF YEAR AMOUNT: 11,548.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EMILY BALLARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum06362560680
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10PI BETA PHI KENTUCKY ALPHA CHAPTER 260
ReturnHeader/Filer/BusinessNameControlTxt0PIBE
ReturnHeader/Filer/EIN0363385907
ReturnHeader/Filer/PhoneNum06362560680
ReturnHeader/Filer/USAddress/AddressLine102033 SOUTH FOURTH STREET
ReturnHeader/Filer/USAddress/City0LOUISVILLE
ReturnHeader/Filer/USAddress/State0KY
ReturnHeader/Filer/USAddress/ZIPCode040208
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0430642511
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10STONE CARLIE AND COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10101 S HANLEY ROAD SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode063105
ReturnHeader/PreparerPersonGrp/PhoneNum03148891100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY JANE PIERONI CPA
ReturnHeader/ReturnTs02015-02-11T11:28:02-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.04$0.44$1.59$0.65$0.71$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.88$0.23$1.65$0.53$0.89$0.36
2022Detailed filing. Detailed filing data is available for this year.$2.17$0.16$2.01$0.62$0.69$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.09$0.01$2.08$0.68$0.55$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.82$0.64$0.17
2019Detailed filing. Detailed filing data is available for this year.$1.82$0.04$1.78$1.07$0.85$0.21
2018Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$1.00$0.88$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$1.27$1.09$0.18
2016Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$1.13$1.11$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.27$0.02$1.25$0.90$0.88$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$1.06$0.79$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.00$0.97$0.72$0.62$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.00$0.88$0.75$0.51$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.00$0.64$1.12$0.95$0.18