Civic Intelligence

Pi Beta Phi Fraternity

990EZ • Fiscal year 2019 • EIN 46-1091869

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 27, 2019

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

66th percentile

0.02x

Higher debt load relative to assets than 66% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Net Margin

72nd percentile

11%

Higher net margin than 72% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Asset Growth

88th percentile

33%

Faster asset growth than 88% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

71st percentile

9.9%

Faster revenue growth than 71% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$67,092

Up $16,586 (+33%) from 2018

Net Assets

Up

$65,727

Up $15,358 (+30%) from 2018

Liabilities

Up

$1,365

Up $1,228 (+896%) from 2018

Revenue

Up

$136,245

Up $12,286 (+9.9%) from 2018

Expenses

Up

$120,887

Up $23,715 (+24%) from 2018

Net Income

Down

$15,358

Down $11,429 (-43%) from 2018

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

2019

Assets$67,092
Liabilities$1,365
Net Assets$65,727

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

2019

Revenue$136,245
Expenses$120,887
Net Income$15,358
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 27, 2019
Return Version
2018v3.1
Gross Receipts
$142,443
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
See Schedule O--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Danna Shen 2018Chapter PresidentPT$0--
Tara Hegarty 2018VP Member DevelopmentPT$0--
Emily Morrison 2018VP Fraternity DevelopmentPT$0--
Natalie Jusko 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--
Kelsey Berryman 2019Chapter PresidentPT$0--
Kellie Lu 2019VP Member DevelopmentPT$0--
Ashley Wang 2019VP Fraternity DevelopmentPT$0--
Natalie Jusko 2019VP FinancePT$0--
Aanya Jhaveri 2019VP MembershipPT$0--
Roslyn Rios 2019VP AdministrationPT$0--
Francesca Tomasino 2019VP PhilanthropyPT$0--
Hadalee Goodman 2019VP CommunicationsPT$0--
Madeleine Johnson 2019VP Event PlanningPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Arrowfest$21,645$20,030$5,094$14,936
Total Events$21,645$20,030$5,462$14,568
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
2019-11-27
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: $1,857

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 153 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:15004

Form 990EZ Part I Line 16

Description:BANK SERVICE CHARGE Amount:743

Form 990EZ Part I Line 16

Description:CAMPUS OBLIGATIONS Amount:11525

Form 990EZ Part I Line 16

Description:CHAPTER PROGRAMMING Amount:16889

Form 990EZ Part I Line 16

Description:CONFERENCES & SEMINARS Amount:5546

Form 990EZ Part I Line 16

Description:ENTERTAINMENT & SOCIAL Amount:28797

Form 990EZ Part I Line 16

Description:FOOD EXPENSE Amount:41

Form 990EZ Part I Line 16

Description:FRATERNITY OFFICER VISIT Amount:2325

Form 990EZ Part I Line 16

Description:GIFTS Amount:37

Form 990EZ Part I Line 16

Description:INSURANCE Amount:2782

Form 990EZ Part I Line 16

Description:RECRUITMENT Amount:9460

Form 990EZ Part I Line 16

Description:SPECIAL ASSESSMENTS Amount:8345

Form 990EZ Part I Line 16

Description:SUPPLIES Amount:214

Form 990EZ Part I Line 16

Description:TECHNOLOGY FEE Amount:5281

Form 990EZ Part I Line 16

Description:MEMBERSHIP DUES Amount:1391

Form 990EZ Part II Line 24

Description:FUNDRAISING INCOME RECEIVABLE BOY Amount:3430

Form 990EZ Part II Line 26

Description:DUE TO MEMBERS BOY Amount:80 EOY Amount:700

Form 990EZ Part II Line 26

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

Form 990EZ Part II Line 26

Description:CONTRIBUTIONS PAYABLE BOY Amount:EOY Amount:528

Raw XML Appendix279 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/PersonNm0Danna Shen 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tara Hegarty 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Emily Morrison 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Natalie Jusko 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jihana Mendu 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Emma Hecker 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Kelsey Berryman 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Melanie Wang 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Kate Clement 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Kelsey Berryman 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Kellie Lu 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Ashley Wang 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Natalie Jusko 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Aanya Jhaveri 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Roslyn Rios 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15Francesca Tomasino 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16Hadalee Goodman 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17Madeleine Johnson 2019
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
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS GRANTEE NAME: LESS THAN $5,000 AMOUNT GIVEN: $1,857
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 153 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:15004
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:BANK SERVICE CHARGE Amount:743
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:CAMPUS OBLIGATIONS Amount:11525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:CHAPTER PROGRAMMING Amount:16889
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:CONFERENCES & SEMINARS Amount:5546
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:ENTERTAINMENT & SOCIAL Amount:28797
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description:FOOD EXPENSE Amount:41
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description:FRATERNITY OFFICER VISIT Amount:2325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description:GIFTS Amount:37
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description:INSURANCE Amount:2782
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Description:RECRUITMENT Amount:9460
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Description:SPECIAL ASSESSMENTS Amount:8345
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Description:SUPPLIES Amount:214
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Description:TECHNOLOGY FEE Amount:5281
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Description:MEMBERSHIP DUES Amount:1391
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Description:FUNDRAISING INCOME RECEIVABLE BOY Amount:3430
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Description:DUE TO MEMBERS BOY Amount:80 EOY Amount:700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Description:UNCLEARED CHECK LIABILITY BOY Amount:57 EOY Amount:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Description:CONTRIBUTIONS PAYABLE BOY Amount:EOY Amount:528
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22FORM 990EZ PART II LINE 26
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ReturnHeader/BusinessOfficerGrp/PersonNm0NATALIE JUSKO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP of Finance
ReturnHeader/BusinessOfficerGrp/PhoneNum06362560680
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pi Beta Phi Fraternity Illinois Kappa Chapter
ReturnHeader/Filer/BusinessNameControlTxt0PIBE
ReturnHeader/Filer/EIN0461091869
ReturnHeader/Filer/InCareOfNm0% VP OF FINANCE
ReturnHeader/Filer/PhoneNum06362560680
ReturnHeader/Filer/USAddress/AddressLine1Txt05706 S UNIVERSITY AVE
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt035.130.64.90
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/ReturnTs02019-12-02T10:59:41-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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