Civic Intelligence

Pi Beta Phi Fraternity Missouri Alpha Chapter

990 • Fiscal year 2018 • EIN 43-0457640

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 08, 2018

511 East Rollins StreetColumbia, MO 65201-5142

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

48th percentile

0.04x

Higher debt load relative to assets than 48% of similar nonprofits.

2018 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

47th percentile

0.05x

Higher debt load relative to revenue than 47% of similar nonprofits.

2018 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2018

Net Margin

55th percentile

5.8%

Higher net margin than 55% of similar nonprofits.

2018 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2018 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2018

Asset Growth

70th percentile

6.4%

Faster asset growth than 70% of similar nonprofits.

2018 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

34th percentile

-2.4%

Faster revenue growth than 34% of similar nonprofits.

2018 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$849,506

Up $50,864 (+6.4%) from 2017

Net Assets

Up

$815,609

Up $40,703 (+5.3%) from 2017

Liabilities

Up

$33,897

Up $10,161 (+43%) from 2017

Revenue

Down

$701,896

Down $17,228 (-2.4%) from 2017

Expenses

Up

$661,193

Up $39,659 (+6.4%) from 2017

Net Income

Down

$40,703

Down $56,887 (-58%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $398,843Liabilities 2011: $22,030Net Assets 2011: $376,8132011Assets 2012: $444,702Liabilities 2012: $21,839Net Assets 2012: $422,8632012Assets 2013: $571,425Liabilities 2013: $21,603Net Assets 2013: $549,8222013Assets 2014: $649,900Liabilities 2014: $20,219Net Assets 2014: $629,6812014Assets 2015: $709,681Liabilities 2015: $21,953Net Assets 2015: $687,7282015Assets 2016: $702,591Liabilities 2016: $25,275Net Assets 2016: $677,3162016Assets 2017: $798,642Liabilities 2017: $23,736Net Assets 2017: $774,9062017Assets 2018: $849,506Liabilities 2018: $33,897Net Assets 2018: $815,6092018Assets 2019: $781,733Liabilities 2019: $39,170Net Assets 2019: $742,5632019Assets 2020: $779,230Liabilities 2020: $33,162Net Assets 2020: $746,0682020Assets 2021: $815,987Liabilities 2021: $0Net Assets 2021: $815,9872021Assets 2022: $899,138Liabilities 2022: $0Net Assets 2022: $899,1382022Assets 2023: $976,395Liabilities 2023: $48Net Assets 2023: $976,3472023Assets 2024: $1,083,824Liabilities 2024: $0Net Assets 2024: $1,083,8242024

Highlighted filing

2018

Assets$849,506
Liabilities$33,897
Net Assets$815,609

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $796,8062011Expenses 2012: $513,3302012Expenses 2013: $430,2072013Revenue 2014: $598,422Expenses 2014: $518,563Net Income 2014: $79,8592014Revenue 2015: $800,986Expenses 2015: $742,939Net Income 2015: $58,0472015Revenue 2016: $794,221Expenses 2016: $804,633Net Income 2016: -$10,4122016Revenue 2017: $719,124Expenses 2017: $621,534Net Income 2017: $97,5902017Revenue 2018: $701,896Expenses 2018: $661,193Net Income 2018: $40,7032018Revenue 2019: $666,300Expenses 2019: $739,346Net Income 2019: -$73,0462019Revenue 2020: $513,213Expenses 2020: $509,708Net Income 2020: $3,5052020Revenue 2021: $925,247Expenses 2021: $855,328Net Income 2021: $69,9192021Revenue 2022: $1,117,381Expenses 2022: $1,034,230Net Income 2022: $83,1512022Revenue 2023: $1,176,794Expenses 2023: $1,099,585Net Income 2023: $77,2092023Revenue 2024: $1,334,480Expenses 2024: $1,227,003Net Income 2024: $107,4772024

Highlighted filing

2018

Revenue$701,896
Expenses$661,193
Net Income$40,703
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 8, 2018
Return Version
2017v2.3
Gross Receipts
$707,555
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$591,009$645,194▲ $54,185
Savings and Temporary Cash Investments$201,001$201,168▲ $167
Accounts Receivable$6,614$3,126▼ $3,488
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$798,642$849,506▲ $50,864
Other Assets Total$18$18→ $0
Liabilities
Other Liabilities$21,541$21,506▼ $35
Accounts Payable and Accrued Expenses$2,195$12,391▲ $10,196
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$23,736$33,897▲ $10,161
Net Assets / Fund Balance
Unrestricted Net Assets$774,906$815,609▲ $40,703
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$774,906$815,609▲ $40,703
Total Liabilities and Net Assets / Fund Balance$798,642$849,506▲ $50,864
Compensation and Service Providers

Board Members and Trustees

NameTitle
Caroline Strader 2018Chapter President
Madison Hummel 2017chapter President
Megan Almquist 2017VP Administration
Sinclaire Davis 2018VP Administration
Audrey Dickens 2018VP Communications
Sydney Hopkins 2017VP Communications
Caroline Gibbs 2018VP Event Planning
Jenna Larsen 2017VP Event Planning
Caroline Gooden 2018VP Finance
Gabriella Coronado 2017VP Finance
Kristin Larson 2018VP Fraternity Development
Madelyn Reter 2017VP Fraternity Development
Cassidy Campbell 2018VP Housing
Marissa Lessick 2017VP Housing
Grace Saterlee 2017VP Member Development
Katherine Glickert 2018VP Member Development
Caroline Strader 2017VP Membership
Grace Corley 2018VP Membership
Anne Tenkhoff 2018VP Philanthropy
Chanel Chaponick 2017VP Philanthropy
Revenue and Support

Revenue Composition

Contributions and Grants
$750
Program Service Revenue
$699,768
Investment Income
$167
Other Revenue
$1,211
All Other Contributions
$750
Change in Net Assets
$40,703
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$641,368
Grants and Similar Amounts Paid$19,825
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$412,097
Fees for Services Other---$33,546
Advertising---$25,817
Other Expenses---$20,213
Grants to Domestic Orgs---$19,825
Information Technology---$11,925
Office Expenses---$10,219
Insurance---$6,944
Conferences and Meetings---$5,303
Fees for Services Accounting---$3,927
Payments to Affiliates---$180
Total Functional Expenses$0$0$0$661,193
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pi Beta Phi FoundationTown Country, MO501(c)(3)Charitable$19,725
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$6,870
Fundraising Direct Expenses$5,659
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$21,107
Uncleared Checks Liability$399
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

FORM 990, PART VI, SECTION A, LINE 6:

The organization is a membership organization consisting of undergraduate members and alumnae members who participate in activities held by the chapter.

FORM 990, PART VI, SECTION A, LINE 7A:

The executive council of the chapter is elected by the undergraduate and alumnae members.

FORM 990, PART VI, SECTION A, LINE 7B:

Decisions made by the executive council of the organization must be voted on by members of the chapter.

FORM 990, PART VI, SECTION A, LINE 8B:

There is no committee with authority to act on behalf of the governing body.

FORM 990, PART VI, SECTION B, LINE 11:

The vice president of finance, under the guidance of the alumnae advisory committee financial advisor, reviewed form 990 in detail on behalf of the executive council.

FORM 990, PART VI, SECTION C, LINE 19:

The organization makes its governing documents available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Fraternity Missouri Alpha Chapter
EIN
43-0457640
In Care Of
% VP OF FINANCE
Phone
6362560680
Address
511 EAST ROLLINS STREET, COLUMBIA, MO 65201-5142

Signing Officer

Name
Caroline Gooden
Title
VP of Finance
Phone
6362560680
Signed
2018-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Caroline Strader
Formed
1899
Legal Domicile
Mo
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
50

Preparer

Firm
Bdo USA Llp
Address
101 S HANLEY RD STE 800, ST LOUIS, MO 63105
Preparer
Mary Jane Pieroni CPA
Phone
3148891100
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IRS990/Form990PartVIISectionAGrp/PersonNm9Marissa Lessick 2017
IRS990/Form990PartVIISectionAGrp/PersonNm10Caroline Strader 2018
IRS990/Form990PartVIISectionAGrp/PersonNm11Katherine Glickert 2018
IRS990/Form990PartVIISectionAGrp/PersonNm12Kristin Larson 2018
IRS990/Form990PartVIISectionAGrp/PersonNm13Caroline Gooden 2018
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IRS990/Form990PartVIISectionAGrp/TitleTxt0chapter President
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IRS990/Form990PartVIISectionAGrp/TitleTxt2VP Fraternity Development
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP Membership
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP Administration
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP Philanthropy
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP Communications
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP Event Planning
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP Housing
IRS990/Form990PartVIISectionAGrp/TitleTxt10Chapter President
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP Member Development
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP Fraternity Development
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP Membership
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP Administration
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IRS990/Form990PartVIISectionAGrp/TitleTxt17VP Communications
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP Event Planning
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP Housing
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IRS990/InsuranceGrp/TotalAmt06944
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IRS990/PYContributionsGrantsAmt020
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IRS990/PYOtherRevenueAmt06211
IRS990/PYProgramServiceRevenueAmt0712730
IRS990/PYRevenuesLessExpensesAmt097590
IRS990/PYSalariesCompEmpBnftPaidAmt00
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
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IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$1.33$1.23$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$1.18$1.10$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$1.12$1.03$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.93$0.86$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.78$0.03$0.75$0.51$0.51$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.78$0.04$0.74$0.67$0.74$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.85$0.03$0.82$0.70$0.66$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.80$0.02$0.77$0.72$0.62$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.70$0.03$0.68$0.79$0.80$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.71$0.02$0.69$0.80$0.74$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.65$0.02$0.63$0.60$0.52$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.02$0.55$0.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.02$0.42$0.51
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.02$0.38$0.80