Civic Intelligence

Pi Beta Phi Fraternity Ohio Lambda Chapter

990EZ • Fiscal year 2015 • EIN 46-0825827

Jul 01, 2014 to Jun 30, 2015 • Filed on Mar 10, 2016

11038 Bellflower RoadCleveland, OH 44106

(635) 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.

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

52nd percentile

0.00x

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

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Net Margin

46th percentile

1.7%

Higher net margin than 46% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

59th percentile

4.6%

Faster asset growth than 59% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

81st percentile

20%

Faster revenue growth than 81% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$27,053

Up $1,194 (+4.6%) from 2014

Net Assets

Up

$27,042

Up $1,183 (+4.6%) from 2014

Liabilities

Up

$11

Up $11 from 2014

Revenue

Up

$69,399

Up $11,553 (+20%) from 2014

Expenses

Up

$68,216

Up $19,908 (+41%) from 2014

Net Income

Down

$1,183

Down $8,355 (-88%) from 2014

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

2015

Assets$27,053
Liabilities$11
Net Assets$27,042

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

2015

Revenue$69,399
Expenses$68,216
Net Income$1,183
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Mar 10, 2016
Return Version
2014v6.0
Gross Receipts
$70,493
Mission and Program Overview

Mission

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

Program Services

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA PAYNE 2014Chapter PresidentPT$0--
SMRITHI SUNIL 2014VP Member DevelopmentPT$0--
ABBY ZEE 2014VP Fraternity DevelopmentPT$0--
SARAH HYMAN 2014VP FinancePT$0--
SUSAN PEOPLES 2014VP MembershipPT$0--
CAROLINE BASS 2014VP AdministrationPT$0--
EMILY VRBENSKY 2014VP Philanthropy-$0--
CARISSA COLLINS 2014VP CommunicationsPT$0--
MARY MILLER 2014VP Event PlanningPT$0--
CARISSA COLLINS 2015Chapter PresidentPT$0--
VERITY FORSYTHE 2015VP Member DevelopmentPT$0--
CAROLINE BASS 2015VP Fraternity DevelopmentPT$0--
Filing and Contact Details

Filer

Filer Name
Ohio Lambda Chapter of Pi Beta Phi
EIN
46-0825827
Phone
6352560680
Address
11038 BELLFLOWER ROAD, CLEVELAND, OH 44106

Signing Officer

Name
Rebecca Kovalcheck
Title
VP of Finance
Phone
6352560680
Signed
2016-03-10
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
101 S HANLEY ROAD SUITE 800, ST LOUIS, MO 63105
Preparer
Mary Jane Pieroni CPA
Phone
3148891100
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 48.

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

Activity classification: contributions to charitable organizations. Grantee name: less than $5,000. Amount given: 2,958.

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

Description: bank charges. Amount: 294. Description: campus obligations. Amount: 1,055. Description: chapter programming. Amount: 8,443. Description: composite expense. Amount: 5,076. Description: conventions and seminars. Amount: 3,379. Description: entertainment and social. Amount: 10,803. Description: recruitment. Amount: 10,364. Description: special assessments. Amount: 4,293. Description: office supplies. Amount: 470. Description: membership dues. Amount: 3,950. Description: fraternity officer visits. Amount: 2,410. Description: gifts. Amount: 420. Description: insurance. Amount: 2,581. Description: technology expense. Amount: 2,025. Description: food expense. Amount: 212. Total to form 990-ez, line 16: 55,775.

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

Description: accounts receivable. Beg. Of year amount: 123. End of year amount: 254. Description: contributions receivable. Beg. Of year amount: 854. End of year amount: 104.

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

Description: due to members. Beg. Of year amount: 0. End of year amount: 11.

Raw XML Appendix185 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/PersonNm0LAURA PAYNE 2014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SMRITHI SUNIL 2014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ABBY ZEE 2014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARAH HYMAN 2014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUSAN PEOPLES 2014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CAROLINE BASS 2014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6EMILY VRBENSKY 2014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CARISSA COLLINS 2014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARY MILLER 2014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9CARISSA COLLINS 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10VERITY FORSYTHE 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11CAROLINE BASS 2015
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/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt055775
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO MUTUALLY ENCOURAGE AND ASSIST MEMBERS IN SOCIAL, MENTAL, AND MORAL ADVANCEMENT.
IRS990EZ/PrintingPublicationsPostageAmt0153
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE 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 90 MEMBERS.
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt068216
IRS990EZ/TotalRevenueAmt069399
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PIBETAPHI.ORG/CASE
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 48.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS. GRANTEE NAME: LESS THAN $5,000. AMOUNT GIVEN: 2,958.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BANK CHARGES. AMOUNT: 294. DESCRIPTION: CAMPUS OBLIGATIONS. AMOUNT: 1,055. DESCRIPTION: CHAPTER PROGRAMMING. AMOUNT: 8,443. DESCRIPTION: COMPOSITE EXPENSE. AMOUNT: 5,076. DESCRIPTION: CONVENTIONS AND SEMINARS. AMOUNT: 3,379. DESCRIPTION: ENTERTAINMENT AND SOCIAL. AMOUNT: 10,803. DESCRIPTION: RECRUITMENT. AMOUNT: 10,364. DESCRIPTION: SPECIAL ASSESSMENTS. AMOUNT: 4,293. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 470. DESCRIPTION: MEMBERSHIP DUES. AMOUNT: 3,950. DESCRIPTION: FRATERNITY OFFICER VISITS. AMOUNT: 2,410. DESCRIPTION: GIFTS. AMOUNT: 420. DESCRIPTION: INSURANCE. AMOUNT: 2,581. DESCRIPTION: TECHNOLOGY EXPENSE. AMOUNT: 2,025. DESCRIPTION: FOOD EXPENSE. AMOUNT: 212. TOTAL TO FORM 990-EZ, LINE 16: 55,775.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 123. END OF YEAR AMOUNT: 254. DESCRIPTION: CONTRIBUTIONS RECEIVABLE. BEG. OF YEAR AMOUNT: 854. END OF YEAR AMOUNT: 104.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: DUE TO MEMBERS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 11.
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/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA KOVALCHECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum06352560680
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OHIO LAMBDA CHAPTER OF PI BETA PHI
ReturnHeader/Filer/BusinessNameControlTxt0OHIO
ReturnHeader/Filer/EIN0460825827
ReturnHeader/Filer/PhoneNum06352560680
ReturnHeader/Filer/USAddress/AddressLine1Txt011038 BELLFLOWER ROAD
ReturnHeader/Filer/USAddress/CityNm0CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044106
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135381590
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 S HANLEY ROAD SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063105
ReturnHeader/PreparerPersonGrp/PhoneNum03148891100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY JANE PIERONI CPA
ReturnHeader/ReturnTs02016-03-10T09:05:45-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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