Civic Intelligence

Pi Beta Phi Fraternity Kentucky Alpha Chapter

990EZ • Fiscal year 2018 • EIN 36-3385907

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 12, 2018

2033 South Fourth StreetLouisville, KY 40208

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

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

Liabilities / Revenue

54th percentile

0.00x

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

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

Net Margin

73rd percentile

12%

Higher net margin than 73% 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

67th percentile

8.2%

Faster asset growth than 67% of similar nonprofits.

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

Revenue Growth

14th percentile

-21%

Faster revenue growth than 14% of similar nonprofits.

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

Assets

Up

$156,490

Up $11,846 (+8.2%) from 2017

Net Assets

Up

$156,490

Up $11,906 (+8.2%) from 2017

Liabilities

Down

$0

Down $60 (-100%) from 2017

Revenue

Down

$99,811

Down $26,786 (-21%) from 2017

Expenses

Down

$87,905

Down $21,154 (-19%) from 2017

Net Income

Down

$11,906

Down $5,632 (-32%) from 2017

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

2018

Assets$156,490
Liabilities$0
Net Assets$156,490

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

2018

Revenue$99,811
Expenses$87,905
Net Income$11,906
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 12, 2018
Return Version
2017v2.3
Gross Receipts
$100,409
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
See schedule o--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kassie Fogarty 2017Chapter PresidentPT$0--
Keisha Combs 2017VP Member DevelopmentPT$0--
Kelsey Thomas 2017VP Fraternity DevelopmentPT$0--
Hailee Bowling 2017VP FinancePT$0--
Martina Parola 2017VP MembershipPT$0--
Katie Hageman 2017VP AdministrationPT$0--
Kristin Johnson 2017VP PhilanthropyPT$0--
Mariah Likens 2017VP CommunicationsPT$0--
Olivia Strehle 2017VP Event PlanningPT$0--
Ashley Carroll 2017VP HousingPT$0--
Bailey Seaver 2017VP MembershipPT$0--
Lorenna Cooper 2018VP Member DevelopmentPT$0--
Krystin Sapp 2018VP Fraternity DevelopmentPT$0--
Emily Kreutzjans 2018VP FinancePT$0--
Mckenzie Ball 2018VP MembershipPT$0--
Kelsey O'Sullivan 2018VP AdministrationPT$0--
Abby Miles 2018VP PhilanthropyPT$0--
Rachel Spahr 2018VP CommunicationsPT$0--
Lois Schroeder 2018VP Event PlanningPT$0--
Brooke Shields 2018VP HousingPT$0--
Carlea Brown 2018Chapter PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Fraternity Kentucky Alpha Chapter
EIN
36-3385907
In Care Of
% VP OF FINANCE
Phone
6362560680
Address
2033 South Fourth Street, Louisville, KY 40208

Signing Officer

Name
Emily Kreutzjans
Title
VP of Finance
Phone
6362560680
Signed
2018-11-12
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: Contributions to charitable organizations Grantee Name: Less than $5,000 Amount Given: $3,404

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 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 119 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:461

Form 990EZ Part I Line 16

Description:BANK CHARGES Amount:236

Form 990EZ Part I Line 16

Description:CAMPUS OBLIGATIONS Amount:2988

Form 990EZ Part I Line 16

Description:CHAPTER PROGRAMMING Amount:16971

Form 990EZ Part I Line 16

Description:COMPOSITE EXPENSE Amount:3463

Form 990EZ Part I Line 16

Description:ENTERTAINMENT & SOCIAL Amount:11964

Form 990EZ Part I Line 16

Description:FRATERNITY OFFICER VISIT Amount:979

Form 990EZ Part I Line 16

Description:GIFTS Amount:2573

Form 990EZ Part I Line 16

Description:HOUSE FUND FEE Amount:125

Form 990EZ Part I Line 16

Description:INFORMATION TECHNOLOGY Amount:5035

Form 990EZ Part I Line 16

Description:INSURANCE Amount:3100

Form 990EZ Part I Line 16

Description:MEMBERSHIP DUES Amount:35

Form 990EZ Part I Line 16

Description:RECRUITMENT Amount:8260

Form 990EZ Part I Line 16

Description:SPECIAL ASSESSMENTS Amount:14849

Form 990EZ Part II Line 24

Description:ACCOUNTS RECEIVABLE BOY Amount:1404 EOY Amount:1985

Form 990EZ Part II Line 26

Description:DUE TO MEMBERS BOY Amount:60 EOY Amount:

Raw XML Appendix270 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/CityNm0Louisville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040208
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kassie Fogarty 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Keisha Combs 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kelsey Thomas 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Hailee Bowling 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Martina Parola 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Katie Hageman 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Kristin Johnson 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Mariah Likens 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Olivia Strehle 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Ashley Carroll 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Bailey Seaver 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Lorenna Cooper 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Krystin Sapp 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Emily Kreutzjans 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Mckenzie Ball 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15Kelsey O'Sullivan 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16Abby Miles 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17Rachel Spahr 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm18Lois Schroeder 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm19Brooke Shields 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm20Carlea Brown 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/TitleTxt10VP Membership
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
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt20Chapter President
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Classification: Contributions to charitable organizations Grantee Name: Less than $5,000 Amount Given: $3,404
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1To mutually encourage and assist members in social, mental, and moral advancement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The 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 119 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:461
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:BANK CHARGES Amount:236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:CAMPUS OBLIGATIONS Amount:2988
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:CHAPTER PROGRAMMING Amount:16971
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:COMPOSITE EXPENSE Amount:3463
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:ENTERTAINMENT & SOCIAL Amount:11964
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description:FRATERNITY OFFICER VISIT Amount:979
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description:GIFTS Amount:2573
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description:HOUSE FUND FEE Amount:125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description:INFORMATION TECHNOLOGY Amount:5035
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Description:INSURANCE Amount:3100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Description:MEMBERSHIP DUES Amount:35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Description:RECRUITMENT Amount:8260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Description:SPECIAL ASSESSMENTS Amount:14849
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Description:ACCOUNTS RECEIVABLE BOY Amount:1404 EOY Amount:1985
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Description:DUE TO MEMBERS BOY Amount:60 EOY Amount:
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 I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18FORM 990EZ PART II LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19FORM 990EZ PART II LINE 26
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ReturnHeader/BusinessOfficerGrp/PhoneNum06362560680
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pi Beta Phi Fraternity Kentucky Alpha Chapter
ReturnHeader/Filer/BusinessNameControlTxt0PIBE
ReturnHeader/Filer/EIN0363385907
ReturnHeader/Filer/InCareOfNm0% VP OF FINANCE
ReturnHeader/Filer/PhoneNum06362560680
ReturnHeader/Filer/USAddress/AddressLine1Txt02033 South Fourth Street
ReturnHeader/Filer/USAddress/CityNm0Louisville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-12-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.249.82.11
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 S HANLEY RD STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
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ReturnHeader/PreparerPersonGrp/PhoneNum03148891100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary Jane Pieroni CPA
ReturnHeader/ReturnTs02018-12-10T15:09:54-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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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