Civic Intelligence

Pi Beta Phi Fraternity California Lambda

990EZ • Fiscal year 2016 • EIN 43-1478539

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

900 University Ave 229 HUBRiverside, CA 92521-0001

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

Higher debt load relative to assets than 52% of similar nonprofits.

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

Liabilities / Revenue

52nd percentile

0.00x

Higher debt load relative to revenue than 52% of similar nonprofits.

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

Net Margin

83rd percentile

21%

Higher net margin than 83% 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

80th percentile

20%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

78th percentile

15%

Faster revenue growth than 78% of similar nonprofits.

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

Assets

Up

$125,196

Up $20,876 (+20%) from 2015

Net Assets

Up

$125,166

Up $25,731 (+26%) from 2015

Liabilities

Down

$30

Down $4,855 (-99%) from 2015

Revenue

Up

$125,018

Up $16,747 (+15%) from 2015

Expenses

Down

$99,287

Down $476 (-0.5%) from 2015

Net Income

Up

$25,731

Up $17,223 (+202%) 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: $64,171Liabilities 2011: $8832011Assets 2012: $84,930Liabilities 2012: $1,650Net Assets 2012: $83,2802012Assets 2013: $81,404Liabilities 2013: $769Net Assets 2013: $80,6352013Assets 2014: $90,927Liabilities 2014: $0Net Assets 2014: $90,9272014Assets 2015: $104,320Liabilities 2015: $4,885Net Assets 2015: $99,4352015Assets 2016: $125,196Liabilities 2016: $30Net Assets 2016: $125,1662016Assets 2017: $145,359Liabilities 2017: $30Net Assets 2017: $145,3292017Assets 2018: $182,721Liabilities 2018: $0Net Assets 2018: $182,7212018Assets 2019: $187,075Liabilities 2019: $6,260Net Assets 2019: $180,8152019Assets 2020: $194,973Liabilities 2020: $8,800Net Assets 2020: $186,1732020Assets 2021: $160,340Liabilities 2021: $0Net Assets 2021: $160,3402021Assets 2022: $191,343Liabilities 2022: $177Net Assets 2022: $191,1662022Assets 2023: $180,486Liabilities 2023: $5,938Net Assets 2023: $174,5482023Assets 2024: $171,477Liabilities 2024: $177Net Assets 2024: $171,3002024Assets 2025: $177,318Liabilities 2025: $977Net Assets 2025: $176,3412025

Highlighted filing

2016

Assets$125,196
Liabilities$30
Net Assets$125,166

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $94,760Expenses 2011: $91,640Net Income 2011: $3,1202011Revenue 2012: $75,360Expenses 2012: $55,368Net Income 2012: $19,9922012Revenue 2013: $60,022Expenses 2013: $62,667Net Income 2013: -$2,6452013Revenue 2014: $88,361Expenses 2014: $78,069Net Income 2014: $10,2922014Revenue 2015: $108,271Expenses 2015: $99,763Net Income 2015: $8,5082015Revenue 2016: $125,018Expenses 2016: $99,287Net Income 2016: $25,7312016Revenue 2017: $114,741Expenses 2017: $94,578Net Income 2017: $20,1632017Revenue 2018: $118,582Expenses 2018: $81,190Net Income 2018: $37,3922018Revenue 2019: $90,007Expenses 2019: $91,913Net Income 2019: -$1,9062019Revenue 2020: $49,055Expenses 2020: $43,697Net Income 2020: $5,3582020Revenue 2021: $28,359Expenses 2021: $54,192Net Income 2021: -$25,8332021Revenue 2022: $103,146Expenses 2022: $72,320Net Income 2022: $30,8262022Revenue 2023: $50,889Expenses 2023: $67,507Net Income 2023: -$16,6182023Revenue 2024: $78,856Expenses 2024: $82,104Net Income 2024: -$3,2482024Revenue 2025: $76,387Expenses 2025: $71,346Net Income 2025: $5,0412025

Highlighted filing

2016

Revenue$125,018
Expenses$99,287
Net Income$25,731
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 31, 2017
Return Version
2015v3.0
Gross Receipts
$126,190
Mission and Program Overview

Mission

see schedule o

Program Services

DescriptionGrantsExpenses
see schedule o--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carina Glasser 2015Chapter PresidentPT$0--
Briseida Mendez Fernandez 2015VP Member DevelopmentPT$0--
Amanda Khong 2015VP Fraternity DevelopmentPT$0--
Yvette Lopez 2015VP FinancePT$0--
Ivy Zeng 2015VP MembershipPT$0--
Wenna Requieron 2015VP AdministrationPT$0--
Camila Llosa 2015VP PhilanthropyPT$0--
Diana Han 2015VP CommunicationsPT$0--
Amy Gu 2015VP Event PlanningPT$0--
Briseida Mendez 2016Chapter PresidentPT$0--
Joana Leung 2016VP Member Development-$0--
Erica Nielson 2016VP Fraternity DevelopmentPT$0--
Terri Lin 2016VP FinancePT$0--
Maris Tong 2016VP MembershipPT$0--
Iman Forte 2016VP AdministrationPT$0--
Kellie Hamrick 2016VP Philanthropy-$0--
Judy Tran 2016VP CommunicationsPT$0--
Cynthia Oo 2016VP Event PlanningPT$0--
Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Fraternity CA Lambda
EIN
43-1478539
In Care Of
% VP OF FINANCE
Phone
6362560680
Address
900 University Ave 229 HUB, RIVERSIDE, CA 92521-0001

Signing Officer

Name
Terri Lin
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

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 California Lambda 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 88 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.

Part 1, Line 10

Activity Classification: Contributions to charitable organizations Grantee Name: Less than $5,000 Amount Given: $3,690

Form 990EZ Part I Line 16

Description:BANK CHARGES Amount:639

Form 990EZ Part I Line 16

Description:CAMPUS OBLIGATIONS Amount:2708

Form 990EZ Part I Line 16

Description:CHAPTER PROGRAMMING Amount:10010

Form 990EZ Part I Line 16

Description:COMPOSITE EXPENSE Amount:5568

Form 990EZ Part I Line 16

Description:CONVENTIONS & SEMINARS Amount:12784

Form 990EZ Part I Line 16

Description:ENTERTAINMENT & SOCIAL Amount:22037

Form 990EZ Part I Line 16

Description:FOOD EXPENSE Amount:5271

Form 990EZ Part I Line 16

Description:FRATERNITY OFFICER VISIT Amount:1885

Form 990EZ Part I Line 16

Description:GIFTS Amount:943

Form 990EZ Part I Line 16

Description:INSURANCE Amount:2175

Form 990EZ Part I Line 16

Description:RECRUITMENT Amount:15536

Form 990EZ Part I Line 16

Description:SPECIAL ASSESSMENTS Amount:2288

Form 990EZ Part I Line 16

Description:SUPPLIES Amount:410

Form 990EZ Part I Line 16

Description:TAXES & LICENSES Amount:10

Form 990EZ Part I Line 16

Description:TECHNOLOGY FEE Amount:4600

Form 990EZ Part I Line 16

Description:BAD DEBT EXPENSE Amount:265

Form 990EZ Part II Line 24

Description:ACCOUNTS RECEIVABLE BOY Amount:2106 EOY Amount:4165

Form 990EZ Part II Line 26

Description:ACCOUNTS PAYABLE BOY Amount:4885

Form 990EZ Part II Line 26

Description:DUE TO MEMBERS EOY Amount:30

Raw XML Appendix259 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/ExpenseAccountOtherAllwncAmt160
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt170
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Carina Glasser 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Briseida Mendez Fernandez 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Amanda Khong 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Yvette Lopez 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Ivy Zeng 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Wenna Requieron 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Camila Llosa 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Diana Han 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Amy Gu 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Briseida Mendez 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Joana Leung 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Erica Nielson 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Terri Lin 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Maris Tong 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Iman Forte 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15Kellie Hamrick 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16Judy Tran 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17Cynthia Oo 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/TitleTxt9Chapter President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VP Member Development
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VP Fraternity Development
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12VP Finance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14VP Administration
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15VP Philanthropy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16VP Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt17VP Event Planning
IRS990EZ/OperateHospitalInd0false
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0To mutually encourage and assist members in social, mental, and moral advancement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The California Lambda 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 88 members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information 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/ExplanationTxt3Activity Classification: Contributions to charitable organizations Grantee Name: Less than $5,000 Amount Given: $3,690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:BANK CHARGES Amount:639
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:CAMPUS OBLIGATIONS Amount:2708
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:CHAPTER PROGRAMMING Amount:10010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:COMPOSITE EXPENSE Amount:5568
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:CONVENTIONS & SEMINARS Amount:12784
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:ENTERTAINMENT & SOCIAL Amount:22037
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description:FOOD EXPENSE Amount:5271
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description:FRATERNITY OFFICER VISIT Amount:1885
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description:GIFTS Amount:943
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description:INSURANCE Amount:2175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Description:RECRUITMENT Amount:15536
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Description:SPECIAL ASSESSMENTS Amount:2288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Description:SUPPLIES Amount:410
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Description:TAXES & LICENSES Amount:10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Description:TECHNOLOGY FEE Amount:4600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Description:BAD DEBT EXPENSE Amount:265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Description:ACCOUNTS RECEIVABLE BOY Amount:2106 EOY Amount:4165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Description:ACCOUNTS PAYABLE BOY Amount:4885
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Description:DUE TO MEMBERS EOY Amount:30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Primary exempt purpose:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part III, Line 28, Program Service Accomplishments:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part V,
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part 1, Line 10
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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20FORM 990EZ PART II LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21FORM 990EZ PART II LINE 26
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRI LIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0vp of finance
ReturnHeader/BusinessOfficerGrp/PhoneNum06362560680
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PI BETA PHI FRATERNITY CA LAMBDA
ReturnHeader/Filer/BusinessNameControlTxt0PIBE
ReturnHeader/Filer/EIN0431478539
ReturnHeader/Filer/InCareOfNm0% VP OF FINANCE
ReturnHeader/Filer/PhoneNum06362560680
ReturnHeader/Filer/USAddress/AddressLine1Txt0900 University Ave 229 HUB
ReturnHeader/Filer/USAddress/CityNm0RIVERSIDE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0925210001
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/ReturnTs02017-01-30T09:09:20-06:00
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
2025Detailed filing. Detailed filing data is available for this year.$1.77$0.01$1.76$0.76$0.71$0.05
2024Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.79$0.82$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.80$0.06$1.75$0.51$0.68$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$1.03$0.72$0.31
2021Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.28$0.54$0.26
2020Detailed filing. Detailed filing data is available for this year.$1.95$0.09$1.86$0.49$0.44$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.87$0.06$1.81$0.90$0.92$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$1.19$0.81$0.37
2017Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$1.15$0.95$0.20
2016Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$1.25$0.99$0.26
2015Detailed filing. Detailed filing data is available for this year.$1.04$0.05$0.99$1.08$1.00$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.88$0.78$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.01$0.81$0.60$0.63$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.02$0.83$0.75$0.55$0.20
2011Summary only. Only limited summary data is available for this year.$0.64$0.01$0.95$0.92$0.03