Civic Intelligence

Pi Beta Phi Fraternity

990EZ • Fiscal year 2016 • EIN 45-3002669

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 15, 2016

275 Mount Carmel AveHamden, CT 06518-1905

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Higher debt load relative to assets than 56% of similar nonprofits.

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

Liabilities / Revenue

56th percentile

0.00x

Higher debt load relative to revenue than 56% of similar nonprofits.

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

Net Margin

22nd percentile

-6.7%

Higher net margin than 22% of similar nonprofits.

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

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.

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

Asset Growth

30th percentile

-4.8%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

15th percentile

-19%

Faster revenue growth than 15% of similar nonprofits.

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

Assets

Down

$81,338

Down $4,121 (-4.8%) from 2015

Net Assets

Down

$81,140

Down $4,319 (-5.1%) from 2015

Liabilities

Up

$198

Up $198 from 2015

Revenue

Down

$64,418

Down $15,308 (-19%) from 2015

Expenses

Down

$68,737

Down $5,207 (-7.0%) from 2015

Net Income

Down

-$4,319

Down $10,101 (-175%) from 2015

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2012: $33,179Liabilities 2012: $02012Assets 2013: $59,141Liabilities 2013: $0Net Assets 2013: $59,1412013Assets 2014: $79,677Liabilities 2014: $0Net Assets 2014: $79,6772014Assets 2015: $85,459Liabilities 2015: $0Net Assets 2015: $85,4592015Assets 2016: $81,338Liabilities 2016: $198Net Assets 2016: $81,1402016Assets 2017: $74,396Liabilities 2017: $921Net Assets 2017: $73,4752017Assets 2018: $69,469Liabilities 2018: $0Net Assets 2018: $69,4692018Assets 2019: $62,769Liabilities 2019: $30Net Assets 2019: $62,7392019Assets 2020: $53,388Liabilities 2020: $02020

Highlighted filing

2016

Assets$81,338
Liabilities$198
Net Assets$81,140

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $69,098Expenses 2012: $35,919Net Income 2012: $33,1792012Revenue 2013: $99,027Expenses 2013: $73,065Net Income 2013: $25,9622013Revenue 2014: $117,593Expenses 2014: $97,057Net Income 2014: $20,5362014Revenue 2015: $79,726Expenses 2015: $73,944Net Income 2015: $5,7822015Revenue 2016: $64,418Expenses 2016: $68,737Net Income 2016: -$4,3192016Revenue 2017: $57,344Expenses 2017: $65,009Net Income 2017: -$7,6652017Revenue 2018: $68,656Expenses 2018: $72,662Net Income 2018: -$4,0062018Revenue 2019: $28,921Expenses 2019: $35,651Net Income 2019: -$6,7302019Revenue 2020: -$391Expenses 2020: $8,960Net Income 2020: -$9,3512020

Highlighted filing

2016

Revenue$64,418
Expenses$68,737
Net Income-$4,319
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$64,818
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
See Schedule O--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mckenzie Abraham 2015Chapter PresidentPT$0--
Samantha Dyar 2015VP Member DevelopmentPT$0--
Emily Fagan 2015VP Fraternity DevelopmentPT$0--
Justine Tynan 2015VP FinancePT$0--
Mackenzie Rowe 2015VP MembershipPT$0--
Melissa Ercolino 2015VP AdministrationPT$0--
Gabby Burkart 2015VP PhilanthropyPT$0--
Carleen Delgreco 2015VP CommunicationsPT$0--
Melissa Rehr 2015VP Event PlanningPT$0--
Samantha Dyar 2016Chapter PresidentPT$0--
Jeanette Cibelli 2016VP Member DevelopmentPT$0--
Olivia Tsouprake 2016VP Fraternity DevelopmentPT$0--
Kerry Loughran 2016VP FinancePT$0--
Chanele Davis 2016VP MembershipPT$0--
Katelyn Santos 2016VP AdministrationPT$0--
Samantha Paradee 2016VP PhilanthropyPT$0--
Stephanie Hulsizer 2016VP CommunicationsPT$0--
Briana LaPegna 2016VP Event PlanningPT$0--
Filing and Contact Details

Filer

Filer Name
Connecticut Gamma Chapter of
EIN
45-3002669
In Care Of
% VP OF FINANCE
Phone
6362560680
Address
275 Mount Carmel Ave, Hamden, CT 06518-1905

Signing Officer

Name
Kerry Loughran
Title
VP of Finance
Phone
6175487292
Signed
2016-11-15
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 1, Line 10:

Activity Classification: Contributions to charitable organizations Grantee Name: Less than $5,000 Amount Given: $1,661

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 Connecticut Gamma 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 92 members.

Form 990-EX, 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 Amount:816

Form 990EZ Part I Line 16

Description:CAMPUS OBLIGATIONS Amount:2410

Form 990EZ Part I Line 16

Description:CHAPTER PROGRAMMING Amount:15144

Form 990EZ Part I Line 16

Description:COMPOSITE EXPENSE Amount:2707

Form 990EZ Part I Line 16

Description:CONVENTIONS & SEMINARS Amount:5790

Form 990EZ Part I Line 16

Description:ENTERTAINMENT & SOCIAL EVENTS Amount:18449

Form 990EZ Part I Line 16

Description:FRATERNITY OFFICER VISIT Amount:603

Form 990EZ Part I Line 16

Description:GIFTS Amount:408

Form 990EZ Part I Line 16

Description:INSURANCE Amount:2349

Form 990EZ Part I Line 16

Description:MEMBERSHIP DUES Amount:70

Form 990EZ Part I Line 16

Description:RECRUITMENT EXPENSE Amount:4194

Form 990EZ Part I Line 16

Description:SPECIAL ASSESSMENTS Amount:2299

Form 990EZ Part I Line 16

Description:TECHNOLOGY FEE Amount:4025

Raw XML Appendix242 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/BooksInCareOfDetail/USAddress/CityNm0HAMDEN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt160
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt170
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Mckenzie Abraham 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Samantha Dyar 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Emily Fagan 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Justine Tynan 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Mackenzie Rowe 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Melissa Ercolino 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Gabby Burkart 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Carleen Delgreco 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Melissa Rehr 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Samantha Dyar 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Jeanette Cibelli 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Olivia Tsouprake 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Kerry Loughran 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Chanele Davis 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Katelyn Santos 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15Samantha Paradee 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16Stephanie Hulsizer 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17Briana LaPegna 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
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt01941
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02889
IRS990EZ/OtherExpensesTotalAmt059264
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0245
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IRS990EZ/TotalRevenueAmt064418
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IRS990EZ/WebsiteAddressTxt0www.pibetaphi.org/quinnipiac
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Classification: Contributions to charitable organizations Grantee Name: Less than $5,000 Amount Given: $1,661
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1To mutually encourage and assist members in social, mental, and moral advancement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Connecticut Gamma 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 92 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 Amount:816
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:CAMPUS OBLIGATIONS Amount:2410
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:CHAPTER PROGRAMMING Amount:15144
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:COMPOSITE EXPENSE Amount:2707
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:CONVENTIONS & SEMINARS Amount:5790
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:ENTERTAINMENT & SOCIAL EVENTS Amount:18449
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description:FRATERNITY OFFICER VISIT Amount:603
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description:GIFTS Amount:408
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description:INSURANCE Amount:2349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description:MEMBERSHIP DUES Amount:70
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Description:RECRUITMENT EXPENSE Amount:4194
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Description:SPECIAL ASSESSMENTS Amount:2299
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Description:TECHNOLOGY FEE Amount:4025
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part 1, 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-EX, 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
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KERRY LOUGHRAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP of Finance
ReturnHeader/BusinessOfficerGrp/PhoneNum06175487292
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Connecticut Gamma Chapter of
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Pi Beta Phi Fraternity
ReturnHeader/Filer/BusinessNameControlTxt0CONN
ReturnHeader/Filer/EIN0453002669
ReturnHeader/Filer/InCareOfNm0% VP OF FINANCE
ReturnHeader/Filer/PhoneNum06362560680
ReturnHeader/Filer/USAddress/AddressLine1Txt0275 Mount Carmel Ave
ReturnHeader/Filer/USAddress/CityNm0Hamden
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0065181905
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/PreparationDt02016-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary Jane Pieroni CPA
ReturnHeader/ReturnTs02016-12-19T15:04:16-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings