Civic Intelligence

Pi Beta Phi Fraternity Iowa Beta Chapter

990EZ • Fiscal year 2016 • EIN 42-0468957

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 31, 2017

406 North Buxton StreetIndianola, IA 50125

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.02x

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

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

Liabilities / Revenue

63rd percentile

0.02x

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

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

Net Margin

55th percentile

4.6%

Higher net margin than 55% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

45th percentile

0.1%

Faster asset growth than 45% of similar nonprofits.

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

Revenue Growth

13th percentile

-20%

Faster revenue growth than 13% of similar nonprofits.

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

Assets

Up

$140,042

Up $179 (+0.1%) from 2015

Net Assets

Up

$137,726

Up $5,406 (+4.1%) from 2015

Liabilities

Down

$2,316

Down $5,227 (-69%) from 2015

Revenue

Down

$117,035

Down $30,026 (-20%) from 2015

Expenses

Down

$111,629

Down $11,519 (-9.4%) from 2015

Net Income

Down

$5,406

Down $18,507 (-77%) from 2015

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $110,332Liabilities 2011: $5,400Net Assets 2011: $104,9322011Assets 2012: $104,300Liabilities 2012: $0Net Assets 2012: $104,3002012Assets 2013: $110,363Liabilities 2013: $0Net Assets 2013: $110,3632013Assets 2014: $108,407Liabilities 2014: $0Net Assets 2014: $108,4072014Assets 2015: $139,863Liabilities 2015: $7,543Net Assets 2015: $132,3202015Assets 2016: $140,042Liabilities 2016: $2,316Net Assets 2016: $137,7262016Assets 2017: $149,673Liabilities 2017: $0Net Assets 2017: $149,6732017Assets 2018: $158,512Liabilities 2018: $0Net Assets 2018: $158,5122018Assets 2019: $162,156Liabilities 2019: $0Net Assets 2019: $162,1562019Assets 2020: $121,592Liabilities 2020: $0Net Assets 2020: $121,5922020Assets 2021: $149,063Liabilities 2021: $0Net Assets 2021: $149,0632021Assets 2022: $143,135Liabilities 2022: $35Net Assets 2022: $143,1002022Assets 2023: $123,780Liabilities 2023: $292Net Assets 2023: $123,4882023Assets 2024: $114,721Liabilities 2024: $170Net Assets 2024: $114,5512024

Highlighted filing

2016

Assets$140,042
Liabilities$2,316
Net Assets$137,726

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $263,370Expenses 2011: $234,540Net Income 2011: $28,8302011Revenue 2012: $121,085Expenses 2012: $121,717Net Income 2012: -$6322012Revenue 2013: $118,883Expenses 2013: $112,820Net Income 2013: $6,0632013Revenue 2014: $119,616Expenses 2014: $121,572Net Income 2014: -$1,9562014Revenue 2015: $147,061Expenses 2015: $123,148Net Income 2015: $23,9132015Revenue 2016: $117,035Expenses 2016: $111,629Net Income 2016: $5,4062016Revenue 2017: $131,680Expenses 2017: $119,733Net Income 2017: $11,9472017Revenue 2018: $114,724Expenses 2018: $105,885Net Income 2018: $8,8392018Revenue 2019: $138,452Expenses 2019: $134,808Net Income 2019: $3,6442019Revenue 2020: $67,657Expenses 2020: $108,221Net Income 2020: -$40,5642020Revenue 2021: $230,040Expenses 2021: $202,568Net Income 2021: $27,4722021Revenue 2022: $212,091Expenses 2022: $218,054Net Income 2022: -$5,9632022Revenue 2023: $207,781Expenses 2023: $227,393Net Income 2023: -$19,6122023Revenue 2024: $217,395Expenses 2024: $226,332Net Income 2024: -$8,9372024

Highlighted filing

2016

Revenue$117,035
Expenses$111,629
Net Income$5,406
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 31, 2017
Return Version
2015v3.0
Gross Receipts
$117,316
Mission and Program Overview

Mission

See schedule o

Program Services

DescriptionGrantsExpenses
See schedule o--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ruth Ann Roberts 2015Chapter PresidentPT$0--
Jessie Hoffman 2015VP Member Development-$0--
Brittany Robb 2015VP Fraternity DevelopmentPT$0--
Mikaella Holstead 2015VP Finance-$0--
Maddy Swift 2015VP MembershipPT$0--
Morgan Devorah 2015VP AdministrationPT$0--
Cameo Storm 2015VP PhilanthropyPT$0--
Nicole Bahl 2015VP CommunicationsPT$0--
Macie Heller 2015VP Event PlanningPT$0--
Kinzie Hull 2015VP HousingPT$0--
Morgan Devorah 2016Chapter PresidentPT$0--
Kinzie Hull 2016VP Member DevelopmentPT$0--
Mariah Hirsch 2016VP Fraternity DevelopmentPT$0--
Kenzie Tetmeyer 2016VP FinancePT$0--
Nicole Bahl 2016VP MembershipPT$0--
Brooke Gowin 2016VP AdministrationPT$0--
Maura Saltzman 2016VP PhilanthropyPT$0--
Jessie Gronke 2016VP CommunicationsPT$0--
Danielle Dawson 2016VP Event PlanningPT$0--
Macie Heller 2016VP HousingPT$0--
Filing and Contact Details

Filer

Filer Name
Pi Beta Phi - Iowa Beta Chapter
EIN
42-0468957
In Care Of
% VP OF FINANCE
Phone
6362560680
Address
406 NORTH BUXTON STREET, INDIANOLA, IA 50125

Signing Officer

Name
Kenzie Tetmeyer
Title
VP of Finance
Phone
6362560680
Signed
2017-01-31
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: $6,870

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 Iowa Beta 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 38 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:BANK SERVICE CHARGES Amount:25

Form 990EZ Part I Line 16

Description:CAMPUS OBLIGATIONS Amount:1155

Form 990EZ Part I Line 16

Description:CHAPTER PROGRAMMING Amount:3460

Form 990EZ Part I Line 16

Description:COMPOSITE EXPENSE Amount:1928

Form 990EZ Part I Line 16

Description:CONVENTIONS & SEMINARS Amount:3181

Form 990EZ Part I Line 16

Description:ENTERTAINMENT & SOCIAL Amount:8818

Form 990EZ Part I Line 16

Description:FOOD EXPENSE Amount:35262

Form 990EZ Part I Line 16

Description:FRATERNITY OFFICER VISIT Amount:206

Form 990EZ Part I Line 16

Description:GIFTS Amount:841

Form 990EZ Part I Line 16

Description:INSURANCE Amount:986

Form 990EZ Part I Line 16

Description:RECRUITMENT Amount:2365

Form 990EZ Part I Line 16

Description:SPECIAL ASSESSMENTS Amount:1526

Form 990EZ Part I Line 16

Description:SUPPLIES Amount:351

Form 990EZ Part I Line 16

Description:TECHNOLOGY FEE Amount:2150

Form 990EZ Part II Line 24

Description:ACCOUNTS RECEIVABLE BOY Amount:80 EOY Amount:40

Form 990EZ Part II Line 26

Description:UNCLEARED CHECK LIABILITY BOY Amount:2855

Form 990EZ Part II Line 26

Description:SECURITY DEPOSITS BOY Amount:4688 EOY Amount:2316

Raw XML Appendix266 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/OfficerDirectorTrusteeEmplGrp/PersonNm0Ruth Ann Roberts 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jessie Hoffman 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Brittany Robb 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Mikaella Holstead 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Maddy Swift 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Morgan Devorah 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Cameo Storm 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Nicole Bahl 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Macie Heller 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Kinzie Hull 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Morgan Devorah 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Kinzie Hull 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Mariah Hirsch 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Kenzie Tetmeyer 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Nicole Bahl 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15Brooke Gowin 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16Maura Saltzman 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17Jessie Gronke 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm18Danielle Dawson 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm19Macie Heller 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Classification: Charitable Grantee Name: Pi Beta Phi Foundation Address: 1154 Town & Country Commons Drive, Town & Country, MO 63017 Amount Given: $6,870
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1To mutually encourage and assist members in social, mental, and moral advancement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Iowa Beta 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 38 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 SERVICE CHARGES Amount:25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:CAMPUS OBLIGATIONS Amount:1155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:CHAPTER PROGRAMMING Amount:3460
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:COMPOSITE EXPENSE Amount:1928
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:CONVENTIONS & SEMINARS Amount:3181
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:ENTERTAINMENT & SOCIAL Amount:8818
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description:FOOD EXPENSE Amount:35262
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description:FRATERNITY OFFICER VISIT Amount:206
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description:GIFTS Amount:841
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description:INSURANCE Amount:986
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Description:RECRUITMENT Amount:2365
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Description:SPECIAL ASSESSMENTS Amount:1526
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Description:SUPPLIES Amount:351
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Description:TECHNOLOGY FEE Amount:2150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Description:ACCOUNTS RECEIVABLE BOY Amount:80 EOY Amount:40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Description:UNCLEARED CHECK LIABILITY BOY Amount:2855
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Description:SECURITY DEPOSITS BOY Amount:4688 EOY Amount:2316
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20FORM 990EZ PART II LINE 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KENZIE TETMEYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP of Finance
ReturnHeader/BusinessOfficerGrp/PhoneNum06362560680
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PI BETA PHI - IOWA BETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PIBE
ReturnHeader/Filer/EIN0420468957
ReturnHeader/Filer/InCareOfNm0% VP OF FINANCE
ReturnHeader/Filer/PhoneNum06362560680
ReturnHeader/Filer/USAddress/AddressLine1Txt0406 NORTH BUXTON STREET
ReturnHeader/Filer/USAddress/CityNm0INDIANOLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050125
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/ReturnTs02017-04-03T14:19:26-05:00
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
2024Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$2.17$2.26$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.23$2.08$2.27$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$2.12$2.18$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$2.30$2.03$0.27
2020Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.68$1.08$0.41
2019Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$1.38$1.35$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$1.15$1.06$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$1.32$1.20$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.40$0.02$1.38$1.17$1.12$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.40$0.08$1.32$1.47$1.23$0.24
2014Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$1.20$1.22$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.00$1.10$1.19$1.13$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.00$1.04$1.21$1.22$0.01
2011Summary only. Only limited summary data is available for this year.$1.10$0.05$1.05$2.63$2.35$0.29