Civic Intelligence

Pi Beta Phi Fraternity California Lambda Chapter

990EZ • Fiscal year 2020 • EIN 43-1478539

Jul 01, 2019 to Jun 30, 2020 • Filed on May 11, 2021

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

69th percentile

0.05x

Higher debt load relative to assets than 69% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

78th percentile

0.18x

Higher debt load relative to revenue than 78% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

57th percentile

4.2%

Faster asset growth than 57% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

20th percentile

-45%

Faster revenue growth than 20% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$194,973

Up $7,898 (+4.2%) from 2019

Net Assets

Up

$186,173

Up $5,358 (+3.0%) from 2019

Liabilities

Up

$8,800

Up $2,540 (+41%) from 2019

Revenue

Down

$49,055

Down $40,952 (-45%) from 2019

Expenses

Down

$43,697

Down $48,216 (-52%) from 2019

Net Income

Up

$5,358

Up $7,264 (+381%) from 2019

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

2020

Assets$194,973
Liabilities$8,800
Net Assets$186,173

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

2020

Revenue$49,055
Expenses$43,697
Net Income$5,358
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 11, 2021
Return Version
2019v5.2
Gross Receipts
$50,070
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
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 98 MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELSIE LAU 2019Chapter PresidentPT$0--
ASHLEY HERNANDEZ 2019Vice President Of Member DevelopmenPT$0--
CARINA CORONADO 2019Vice President Of Fraternity DeveloPT$0--
PRISCILLA THAI 2019Vice President Of FinancePT$0--
BIANCA CASTILLO 2019Vice President Of MembershipPT$0--
LAUREN MORGAN 2019Vice President Of AdministrationPT$0--
KARLA PAREDES 2019Vice President Of PhilanthropyPT$0--
IRAIDA GONZALEZ 2019Vice President Of CommunicationsPT$0--
JAMIE NGUYEN 2019Vice President Of Event PlanningPT$0--
KARLA PAREDES 2020Chapter PresidentPT$0--
IRA CASTRO 2020Vice President Community RelationsPT$0--
VERNA NGUYEN 2020Vice President Finance/HousingPT$0--
Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Fraternity California
EIN
43-1478539
Phone
6362560680
Address
900 UNIVERSITY AVE 229 HUB, RIVERSIDE, CA 92521-0001

Signing Officer

Name
Verna Nguyen
Title
VP of Finance
Phone
6362560680
Signed
2021-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Uhy Advisors Mo Inc
Address
15 SUNNEN DRIVE SUITE 100, ST LOUIS, MO 63143-3819
Preparer
Denise Pisciotta
Phone
3146151200
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 12.

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

Activity classification: . Grantee name: pi beta phi foundation. Grantee address: 1154 town & country commons drive town and country, mo 63017. Amount given: 3,651.

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

Description: recruitment. Amount: 6,096. Description: supplies. Amount: 726. Description: bank charges. Amount: 893. Description: gifts. Amount: 3,110. Description: technology fee. Amount: 2,500. Description: conventions & seminars. Amount: 6,496. Description: taxes & licenses. Amount: 2,749. Description: chapter programming. Amount: 10,835. Description: entertainment & social. Amount: 3,158. Total to form 990-ez, line 16: 36,563.

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

Description: accounts receivable. Beg. Of year amount: 2,612. End of year amount: 1,038.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: due to members. Beg. Of year amount: 460. End of year amount: 0. Description: due to chc. Beg. Of year amount: 5,800. End of year amount: 8,800.

Raw XML Appendix177 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/CityNm0RIVERSIDE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELSIE LAU 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ASHLEY HERNANDEZ 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARINA CORONADO 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PRISCILLA THAI 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BIANCA CASTILLO 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LAUREN MORGAN 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KARLA PAREDES 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7IRAIDA GONZALEZ 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JAMIE NGUYEN 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KARLA PAREDES 2020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10IRA CASTRO 2020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11VERNA NGUYEN 2020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAPTER PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT OF MEMBER DEVELOPMEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT OF FRATERNITY DEVELO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT OF FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT OF MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDENT OF ADMINISTRATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDENT OF PHILANTHROPY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VICE PRESIDENT OF COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VICE PRESIDENT OF EVENT PLANNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9CHAPTER PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VICE PRESIDENT COMMUNITY RELATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VICE PRESIDENT FINANCE/HOUSING
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO MUTUALLY ENCOURAGE AND ASSIST MEMBERS IN SOCIAL, MENTAL, AND MORAL ADVANCEMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE 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 98 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt02336
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt08800
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt043697
IRS990EZ/TotalRevenueAmt049055
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0UCR.PIBETAPHI.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 12.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: PI BETA PHI FOUNDATION. GRANTEE ADDRESS: 1154 TOWN & COUNTRY COMMONS DRIVE TOWN AND COUNTRY, MO 63017. AMOUNT GIVEN: 3,651.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: RECRUITMENT. AMOUNT: 6,096. DESCRIPTION: SUPPLIES. AMOUNT: 726. DESCRIPTION: BANK CHARGES. AMOUNT: 893. DESCRIPTION: GIFTS. AMOUNT: 3,110. DESCRIPTION: TECHNOLOGY FEE. AMOUNT: 2,500. DESCRIPTION: CONVENTIONS & SEMINARS. AMOUNT: 6,496. DESCRIPTION: TAXES & LICENSES. AMOUNT: 2,749. DESCRIPTION: CHAPTER PROGRAMMING. AMOUNT: 10,835. DESCRIPTION: ENTERTAINMENT & SOCIAL. AMOUNT: 3,158. TOTAL TO FORM 990-EZ, LINE 16: 36,563.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 2,612. END OF YEAR AMOUNT: 1,038.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: DUE TO MEMBERS. BEG. OF YEAR AMOUNT: 460. END OF YEAR AMOUNT: 0. DESCRIPTION: DUE TO CHC. BEG. OF YEAR AMOUNT: 5,800. END OF YEAR AMOUNT: 8,800.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VERNA NGUYEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum06362560680
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PI BETA PHI FRATERNITY CALIFORNIA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LAMBDA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PIBE
ReturnHeader/Filer/EIN0431478539
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/PreparerFirmEIN0431305800
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UHY ADVISORS MO INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015 SUNNEN DRIVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0631433819
ReturnHeader/PreparerPersonGrp/PhoneNum03146151200
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENISE PISCIOTTA
ReturnHeader/ReturnTs02021-05-16T09:31:14-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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