Civic Intelligence

Pi Beta Phi Fraternity

990EZ • Fiscal year 2018 • EIN 46-1091869

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 15, 2018

5706 S University AveChicago, IL 60637

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

55th percentile

0.00x

Higher debt load relative to revenue than 55% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Net Margin

86th percentile

22%

Higher net margin than 86% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Asset Growth

96th percentile

114%

Faster asset growth than 96% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

81st percentile

19%

Faster revenue growth than 81% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$50,506

Up $26,891 (+114%) from 2017

Net Assets

Up

$50,369

Up $26,787 (+114%) from 2017

Liabilities

Up

$137

Up $104 (+315%) from 2017

Revenue

Up

$123,959

Up $20,019 (+19%) from 2017

Expenses

Down

$97,172

Down $15,310 (-14%) from 2017

Net Income

Up

$26,787

Up $35,329 (+414%) from 2017

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2013: $10,466Liabilities 2013: $5,1722013Assets 2016: $32,225Liabilities 2016: $101Net Assets 2016: $32,1242016Assets 2017: $23,615Liabilities 2017: $33Net Assets 2017: $23,5822017Assets 2018: $50,506Liabilities 2018: $137Net Assets 2018: $50,3692018Assets 2019: $67,092Liabilities 2019: $1,365Net Assets 2019: $65,7272019Assets 2020: $114,539Liabilities 2020: $25,239Net Assets 2020: $89,3002020Assets 2021: $110,802Liabilities 2021: $1,407Net Assets 2021: $109,3952021Assets 2022: $129,337Liabilities 2022: $2,759Net Assets 2022: $126,5782022Assets 2023: $121,956Liabilities 2023: $3,372Net Assets 2023: $118,5842023Assets 2024: $128,359Liabilities 2024: $2,759Net Assets 2024: $125,6002024

Highlighted filing

2018

Assets$50,506
Liabilities$137
Net Assets$50,369

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2013: $18,923Expenses 2013: $13,629Net Income 2013: $5,2942013Revenue 2016: $90,348Expenses 2016: $80,867Net Income 2016: $9,4812016Revenue 2017: $103,940Expenses 2017: $112,482Net Income 2017: -$8,5422017Revenue 2018: $123,959Expenses 2018: $97,172Net Income 2018: $26,7872018Revenue 2019: $136,245Expenses 2019: $120,887Net Income 2019: $15,3582019Revenue 2020: $114,773Expenses 2020: $91,200Net Income 2020: $23,5732020Revenue 2021: $51,807Expenses 2021: $31,712Net Income 2021: $20,0952021Revenue 2022: $95,160Expenses 2022: $77,977Net Income 2022: $17,1832022Revenue 2023: $65,953Expenses 2023: $73,947Net Income 2023: -$7,9942023Revenue 2024: $72,183Expenses 2024: $65,167Net Income 2024: $7,0162024

Highlighted filing

2018

Revenue$123,959
Expenses$97,172
Net Income$26,787
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$127,796
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
See Schedule O--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Madeleine Scott 2017Chapter PresidentPT$0--
Patricia Dull 2017VP Member DevelopmentPT$0--
Lindsey Zeising 2017VP Fraternity DevelopmentPT$0--
Cathy Hu 2017VP Finance-$0--
Natalie Crawford 2017VP MembershipPT$0--
Aya Nimer 2017VP Administration-$0--
Grace Hauck 2017VP PhilanthropyPT$0--
Lauren Han 2017VP CommunicationsPT$0--
Danna Shen 2017VP Event PlanningPT$0--
Danna Shen 2018Chapter PresidentPT$0--
Tara Hagerty 2018VP Member DevelopmentPT$0--
Emily Morrison 2018VP Fraternity DevelopmentPT$0--
Roz Joyce 2018VP FinancePT$0--
Jihana Mendu 2018VP MembershipPT$0--
Emma Hecker 2018VP AdministrationPT$0--
Kelsey Berryman 2018VP PhilanthropyPT$0--
Melanie Wang 2018VP CommunicationsPT$0--
Kate Clement 2018VP Event PlanningPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Arrowfest$21,673$21,244$557$20,687
Total Events$21,673$21,244$2,840$18,404
Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Fraternity Illinois Kappa Chapter
EIN
46-1091869
In Care Of
% VP OF FINANCE
Phone
6362560680
Address
5706 S UNIVERSITY AVE, CHICAGO, IL 60637

Signing Officer

Name
Natalie Jusko
Title
VP of Finance
Phone
6362560680
Signed
2018-11-15
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

FORM 990-EZ, PART I, LINE 10, GRANTS AND ALLOCATIONS:

Activity classification: contributions to charitable organizations grantee name: less than $5,000 amount given: $1,105

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, Program Service Accomplishments:

The illinois kappa 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 142 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 10

DONEES NAME:Pi Beta Phi Foundation DONEES ADDRESS:1154 Town and Country Commons PURPOSE OF PAYMENT:Charitable AMOUNT:18240

Form 990EZ Part I Line 16

Description:BAD DEBT EXPENSE Amount:282

Form 990EZ Part I Line 16

Description:BANK SERVICE CHARGE Amount:767

Form 990EZ Part I Line 16

Description:CAMPUS OBLIGATIONS Amount:10275

Form 990EZ Part I Line 16

Description:CHAPTER PROGRAMMING Amount:10155

Form 990EZ Part I Line 16

Description:CONFERENCES & SEMINARS Amount:1265

Form 990EZ Part I Line 16

Description:ENTERTAINMENT & SOCIAL Amount:20982

Form 990EZ Part I Line 16

Description:FOOD EXPENSE Amount:469

Form 990EZ Part I Line 16

Description:FRATERNITY OFFICER VISIT Amount:806

Form 990EZ Part I Line 16

Description:GIFTS Amount:124

Form 990EZ Part I Line 16

Description:INSURANCE Amount:3286

Form 990EZ Part I Line 16

Description:RECRUITMENT Amount:6401

Form 990EZ Part I Line 16

Description:SPECIAL ASSESSMENTS Amount:8061

Form 990EZ Part I Line 16

Description:SUPPLIES Amount:408

Form 990EZ Part I Line 16

Description:TECHNOLOGY FEE Amount:5470

Form 990EZ Part II Line 24

Description:FUNDRAISING INCOME RECEIVABLE BOY Amount:EOY Amount:3430

Form 990EZ Part II Line 26

Description:DUE TO MEMBERS BOY Amount:33 EOY Amount:80

Form 990EZ Part II Line 26

Description:UNCLEARED CHECK LIABILITY BOY Amount:EOY Amount:57

Raw XML Appendix271 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/ExpenseAccountOtherAllwncAmt170
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Madeleine Scott 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Patricia Dull 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lindsey Zeising 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Cathy Hu 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Natalie Crawford 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Aya Nimer 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Grace Hauck 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Lauren Han 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Danna Shen 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Danna Shen 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Tara Hagerty 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Emily Morrison 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Roz Joyce 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Jihana Mendu 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Emma Hecker 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15Kelsey Berryman 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16Melanie Wang 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17Kate Clement 2018
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
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt01615
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IRS990EZ/OtherExpensesTotalAmt068751
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt020
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS GRANTEE NAME: LESS THAN $5,000 AMOUNT GIVEN: $1,105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1To mutually encourage and assist members in social, mental, and moral advancement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ILLINOIS KAPPA 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 142 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/ExplanationTxt4DONEES NAME:Pi Beta Phi Foundation DONEES ADDRESS:1154 Town and Country Commons PURPOSE OF PAYMENT:Charitable AMOUNT:18240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:BAD DEBT EXPENSE Amount:282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:BANK SERVICE CHARGE Amount:767
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:CAMPUS OBLIGATIONS Amount:10275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:CHAPTER PROGRAMMING Amount:10155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:CONFERENCES & SEMINARS Amount:1265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description:ENTERTAINMENT & SOCIAL Amount:20982
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description:FOOD EXPENSE Amount:469
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description:FRATERNITY OFFICER VISIT Amount:806
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description:GIFTS Amount:124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Description:INSURANCE Amount:3286
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Description:RECRUITMENT Amount:6401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Description:SPECIAL ASSESSMENTS Amount:8061
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Description:SUPPLIES Amount:408
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Description:TECHNOLOGY FEE Amount:5470
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Description:FUNDRAISING INCOME RECEIVABLE BOY Amount:EOY Amount:3430
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Description:DUE TO MEMBERS BOY Amount:33 EOY Amount:80
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Description:UNCLEARED CHECK LIABILITY BOY Amount:EOY Amount:57
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10, GRANTS AND ALLOCATIONS:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part III, Primary Exempt Purpose:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part III, Program Service Accomplishments:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part V,
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990EZ PART I LINE 10
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 I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19FORM 990EZ PART II LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20FORM 990EZ PART II LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21FORM 990EZ PART II LINE 26
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary Jane Pieroni CPA
ReturnHeader/ReturnTs02018-11-29T12:30:56-06:00
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