Civic Intelligence

Pi Beta Phi Fraternity Ohio Lambda Chapter

990EZ • Fiscal year 2016 • EIN 46-0825827

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

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

54th percentile

0.00x

Higher debt load relative to assets than 54% 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

37th percentile

-0.7%

Higher net margin than 37% of similar nonprofits.

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

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% 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

36th percentile

-2.6%

Faster asset growth than 36% of similar nonprofits.

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

Revenue Growth

95th percentile

62%

Faster revenue growth than 95% of similar nonprofits.

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

Assets

Down

$26,359

Down $694 (-2.6%) from 2015

Net Assets

Down

$26,300

Down $742 (-2.7%) from 2015

Liabilities

Up

$59

Up $48 (+436%) from 2015

Revenue

Up

$112,241

Up $42,842 (+62%) from 2015

Expenses

Up

$112,983

Up $44,767 (+66%) from 2015

Net Income

Down

-$742

Down $1,925 (-163%) from 2015

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

2016

Assets$26,359
Liabilities$59
Net Assets$26,300

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

2016

Revenue$112,241
Expenses$112,983
Net Income-$742
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$113,965
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
Carissa Collins 2015Chapter PresidentPT$0--
Verity Forsythe 2015VP Member DevelopmentPT$0--
Caroline Bass 2015VP Fraternity DevelopmentPT$0--
Rebecca Kovalcheck 2015VP FinancePT$0--
Emily Vrbensky 2015VP MembershipPT$0--
Jessica Chan 2015VP AdministrationPT$0--
Kasey Kiesewetter 2015VP PhilanthropyPT$0--
Morgan Domin 2015VP CommunicationsPT$0--
Alex Clarke 2015VP Event PlanningPT$0--
Erin Ferriter 2015VP HousingPT$0--
Ellen Faust 2016Chapter PresidentPT$0--
Emily Rybak 2016VP Member DevelopmentPT$0--
Verity Forsythe 2016VP Fraternity Development-$0--
Sitha Nagaraj 2016VP FinancePT$0--
Makenna Basore 2016VP MembershipPT$0--
Tiffany Cheung 2016VP AdministrationPT$0--
Julia Stella 2016VP PhilanthropyPT$0--
Maddie Thomas 2016VP CommunicationsPT$0--
Tracy Pang 2016VP Event PlanningPT$0--
Lily Gasperetti 2016VP HousingPT$0--
Filing and Contact Details

Filer

Filer Name
Ohio Lambda Chapter of Pi Beta Phi
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
Sitha Nagaraj
Title
VP of Finance
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 I, Line 10:

Activity Classification: Contributions to charitable organizations Grantee Name: Less than $5,000 Amount Given: $2,879

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 77 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:608

Form 990EZ Part I Line 16

Description:CAMPUS OBLIGATIONS Amount:882

Form 990EZ Part I Line 16

Description:CHAPTER PROGRAMMING Amount:6839

Form 990EZ Part I Line 16

Description:COMPOSITE EXPENSE Amount:3353

Form 990EZ Part I Line 16

Description:ENTERTAINMENT & SOCIAL Amount:13462

Form 990EZ Part I Line 16

Description:FOOD EXPENSE Amount:45060

Form 990EZ Part I Line 16

Description:FRATERNITY OFFICER VISIT Amount:1402

Form 990EZ Part I Line 16

Description:GIFTS Amount:653

Form 990EZ Part I Line 16

Description:HOUSE FUND FEE Amount:2400

Form 990EZ Part I Line 16

Description:INSURANCE Amount:2552

Form 990EZ Part I Line 16

Description:SPECIAL ASSESSMENTS Amount:4404

Form 990EZ Part I Line 16

Description:TECHNOLOGY FEE Amount:4700

Form 990EZ Part I Line 16

Description:RECRUITMENT Amount:8130

Form 990EZ Part II Line 24

Description:CONTRIBUTIONS RECEIVABLE BOY Amount:104

Form 990EZ Part II Line 26

Description:DUE TO MEMBERS BOY Amount:11 EOY Amount:59

Raw XML Appendix262 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/PersonNm0Carissa Collins 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Verity Forsythe 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Caroline Bass 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Rebecca Kovalcheck 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Emily Vrbensky 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jessica Chan 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Kasey Kiesewetter 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Morgan Domin 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Alex Clarke 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Erin Ferriter 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Ellen Faust 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Emily Rybak 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Verity Forsythe 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Sitha Nagaraj 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Makenna Basore 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15Tiffany Cheung 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16Julia Stella 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17Maddie Thomas 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm18Tracy Pang 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm19Lily Gasperetti 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/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: $2,879
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 77 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:608
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:CAMPUS OBLIGATIONS Amount:882
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:CHAPTER PROGRAMMING Amount:6839
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:COMPOSITE EXPENSE Amount:3353
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:ENTERTAINMENT & SOCIAL Amount:13462
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:FOOD EXPENSE Amount:45060
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description:FRATERNITY OFFICER VISIT Amount:1402
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description:GIFTS Amount:653
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description:HOUSE FUND FEE Amount:2400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description:INSURANCE Amount:2552
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Description:SPECIAL ASSESSMENTS Amount:4404
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Description:TECHNOLOGY FEE Amount:4700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Description:RECRUITMENT Amount:8130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Description:CONTRIBUTIONS RECEIVABLE BOY Amount:104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Description:DUE TO MEMBERS BOY Amount:11 EOY Amount:59
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
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17FORM 990EZ PART II LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18FORM 990EZ PART II LINE 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SITHA NAGARAJ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ohio Lambda Chapter of Pi Beta Phi
ReturnHeader/Filer/BusinessNameControlTxt0OHIO
ReturnHeader/Filer/EIN0460825827
ReturnHeader/Filer/InCareOfNm0% VP OF FINANCE
ReturnHeader/Filer/PhoneNum06352560680
ReturnHeader/Filer/USAddress/AddressLine1Txt010900 Euclid Ave LC 7082 Room 250
ReturnHeader/Filer/USAddress/CityNm0Cleveland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044106
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/ReturnTs02016-11-17T13:05:36-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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