Civic Intelligence

Pi Beta Phi Fraternity Ohio Lambda Chapter

990EZ • Fiscal year 2017 • EIN 46-0825827

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 30, 2017

10900 Euclid Ave LC 7082 Room 250Cleveland, OH 44106

(635) 256-0680

Siviq Scores

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

Liabilities / Assets

71st percentile

0.06x

Higher debt load relative to assets than 71% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

63rd percentile

0.02x

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

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Net Margin

49th percentile

2.8%

Higher net margin than 49% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

79th percentile

19%

Faster asset growth than 79% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

48th percentile

0.4%

Faster revenue growth than 48% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$31,289

Up $4,930 (+19%) from 2016

Net Assets

Up

$29,406

Up $3,106 (+12%) from 2016

Liabilities

Up

$1,883

Up $1,824 (+3092%) from 2016

Revenue

Up

$112,695

Up $454 (+0.4%) from 2016

Expenses

Down

$109,589

Down $3,394 (-3.0%) from 2016

Net Income

Up

$3,106

Up $3,848 (+519%) from 2016

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2013: $16,321Liabilities 2013: $02013Assets 2014: $25,859Liabilities 2014: $0Net Assets 2014: $25,8592014Assets 2015: $27,053Liabilities 2015: $11Net Assets 2015: $27,0422015Assets 2016: $26,359Liabilities 2016: $59Net Assets 2016: $26,3002016Assets 2017: $31,289Liabilities 2017: $1,883Net Assets 2017: $29,4062017Assets 2018: $30,272Liabilities 2018: $0Net Assets 2018: $30,2722018Assets 2019: $10,071Liabilities 2019: $0Net Assets 2019: $10,0712019Assets 2020: $28,716Liabilities 2020: $0Net Assets 2020: $28,7162020Assets 2021: $10,297Liabilities 2021: $0Net Assets 2021: $10,2972021Assets 2022: $4,147Liabilities 2022: $0Net Assets 2022: $4,1472022Assets 2023: $24,341Liabilities 2023: $1,114Net Assets 2023: $23,2272023Assets 2024: $42,941Liabilities 2024: $0Net Assets 2024: $42,9412024

Highlighted filing

2017

Assets$31,289
Liabilities$1,883
Net Assets$29,406

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2013: $54,083Expenses 2013: $37,762Net Income 2013: $16,3212013Revenue 2014: $57,846Expenses 2014: $48,308Net Income 2014: $9,5382014Revenue 2015: $69,399Expenses 2015: $68,216Net Income 2015: $1,1832015Revenue 2016: $112,241Expenses 2016: $112,983Net Income 2016: -$7422016Revenue 2017: $112,695Expenses 2017: $109,589Net Income 2017: $3,1062017Revenue 2018: $108,765Expenses 2018: $107,899Net Income 2018: $8662018Revenue 2019: $94,886Expenses 2019: $115,087Net Income 2019: -$20,2012019Revenue 2020: $90,917Expenses 2020: $72,272Net Income 2020: $18,6452020Revenue 2021: $33,173Expenses 2021: $51,592Net Income 2021: -$18,4192021Revenue 2022: $65,723Expenses 2022: $71,873Net Income 2022: -$6,1502022Revenue 2023: $112,292Expenses 2023: $93,212Net Income 2023: $19,0802023Revenue 2024: $106,395Expenses 2024: $86,681Net Income 2024: $19,7142024

Highlighted filing

2017

Revenue$112,695
Expenses$109,589
Net Income$3,106
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 30, 2017
Return Version
2016v3.1
Gross Receipts
$113,839
Mission and Program Overview

Mission

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

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
See Schedule O--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ellen Faust 2016Chapter PresidentPT$0--
Emily Rybak 2016VP Member DevelopmentPT$0--
Verity Forsythe 2016VP Fraternity DevelopmentPT$0--
Sitha Nagaraj 2016VP FinancePT$0--
Makenna Basore 2016VP MembershipPT$0--
Tiffany Cheung 2016VP AdministrationPT$0--
Julia Stella 2016VP PhilanthropyPT$0--
Madeline Thomas 2016VP CommunicationsPT$0--
Tracy Pang 2016VP Event PlanningPT$0--
Lily Gasperetti 2016VP HousingPT$0--
Makenna Basore 2017Chapter PresidentPT$0--
Eesha Tokala 2017VP Member DevelopmentPT$0--
Yijing Bai 2017VP Fraternity DevelopmentPT$0--
Allison Drohosky 2017VP FinancePT$0--
Tracy Pang 2017VP MembershipPT$0--
Abigail McCoy 2017VP AdministrationPT$0--
Emily Kilmartin 2017VP PhilanthropyPT$0--
Rachael Pollak 2017VP CommunicationsPT$0--
Alexandra Koziel 2017VP Event PlanningPT$0--
Alyssa Anneken 2017VP HousingPT$0--
Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Fraternity Ohio Lambda Chapter
EIN
46-0825827
In Care Of
% VP OF FINANCE
Phone
6352560680
Address
10900 Euclid Ave LC 7082 Room 250, Cleveland, OH 44106

Signing Officer

Name
Allison Drohosky
Title
VP of Finance
Signed
2017-10-30
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: Contributions to charitable organizations Grantee Name: Less than $5,000 Amount Given: $3,111

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 Ohio 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 97 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 CHARGES Amount:633

Form 990EZ Part I Line 16

Description:CAMPUS OBLIGATIONS Amount:789

Form 990EZ Part I Line 16

Description:CHAPTER PROGRAMMING Amount:5417

Form 990EZ Part I Line 16

Description:COMPOSITE EXPENSE Amount:2898

Form 990EZ Part I Line 16

Description:ENTERTAINMENT & SOCIAL Amount:13048

Form 990EZ Part I Line 16

Description:FOOD EXPENSE Amount:49666

Form 990EZ Part I Line 16

Description:FRATERNITY OFFICER VISIT Amount:2175

Form 990EZ Part I Line 16

Description:GIFTS Amount:832

Form 990EZ Part I Line 16

Description:HOUSE FUND FEE Amount:900

Form 990EZ Part I Line 16

Description:INSURANCE Amount:2233

Form 990EZ Part I Line 16

Description:SPECIAL ASSESSMENTS Amount:2554

Form 990EZ Part I Line 16

Description:TECHNOLOGY FEE Amount:1900

Form 990EZ Part I Line 16

Description:BAD DEBT EXPENSE Amount:240

Form 990EZ Part I Line 16

Description:RECRUITMENT Amount:3491

Form 990EZ Part II Line 24

Description:CONTRIBUTIONS RECEIVABLE EOY Amount:114

Form 990EZ Part II Line 26

Description:DUE TO MEMBERS BOY Amount:59

Form 990EZ Part II Line 26

Description:CONTRIBUTIONS PAYABLE EOY Amount:1883

Raw XML Appendix272 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/PersonNm0Ellen Faust 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Emily Rybak 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Verity Forsythe 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sitha Nagaraj 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Makenna Basore 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Tiffany Cheung 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Julia Stella 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Madeline Thomas 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Tracy Pang 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Lily Gasperetti 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Makenna Basore 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Eesha Tokala 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Yijing Bai 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Allison Drohosky 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Tracy Pang 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15Abigail McCoy 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16Emily Kilmartin 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17Rachael Pollak 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm18Alexandra Koziel 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm19Alyssa Anneken 2017
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: Contributions to charitable organizations Grantee Name: Less than $5,000 Amount Given: $3,111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1To mutually encourage and assist members in social, mental, and moral advancement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Ohio 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 97 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 CHARGES Amount:633
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:CAMPUS OBLIGATIONS Amount:789
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:CHAPTER PROGRAMMING Amount:5417
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:COMPOSITE EXPENSE Amount:2898
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:ENTERTAINMENT & SOCIAL Amount:13048
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:FOOD EXPENSE Amount:49666
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description:FRATERNITY OFFICER VISIT Amount:2175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description:GIFTS Amount:832
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description:HOUSE FUND FEE Amount:900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description:INSURANCE Amount:2233
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Description:SPECIAL ASSESSMENTS Amount:2554
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Description:TECHNOLOGY FEE Amount:1900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Description:BAD DEBT EXPENSE Amount:240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Description:RECRUITMENT Amount:3491
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Description:CONTRIBUTIONS RECEIVABLE EOY Amount:114
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Description:DUE TO MEMBERS BOY Amount:59
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Description:CONTRIBUTIONS PAYABLE EOY Amount:1883
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
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