Civic Intelligence

Pi Beta Phi Fraternity Florida Zeta Chapter

990EZ • Fiscal year 2016 • EIN 46-3549292

Jul 01, 2015 to Jun 30, 2016 • Filed on Mar 15, 2017

401 W Kennedy Blvd No PTampa, FL 33606

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

69th percentile

0.06x

Higher debt load relative to assets than 69% of similar nonprofits.

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

Liabilities / Revenue

58th percentile

0.01x

Higher debt load relative to revenue than 58% of similar nonprofits.

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

Net Margin

31st percentile

-2.5%

Higher net margin than 31% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

20th percentile

-11%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

22nd percentile

-13%

Faster revenue growth than 22% of similar nonprofits.

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

Assets

Down

$9,084

Down $1,146 (-11%) from 2015

Net Assets

Down

$8,534

Down $1,696 (-17%) from 2015

Liabilities

Up

$550

Up $550 from 2015

Revenue

Down

$66,653

Down $9,555 (-13%) from 2015

Expenses

Down

$68,349

Down $5,397 (-7.3%) from 2015

Net Income

Down

-$1,696

Down $4,158 (-169%) 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 2014: $8,622Liabilities 2014: $854Net Assets 2014: $7,7682014Assets 2015: $10,230Liabilities 2015: $0Net Assets 2015: $10,2302015Assets 2016: $9,084Liabilities 2016: $550Net Assets 2016: $8,5342016Assets 2017: $27,211Liabilities 2017: $22Net Assets 2017: $27,1892017Assets 2018: $42,985Liabilities 2018: $15Net Assets 2018: $42,9702018Assets 2019: $26,283Liabilities 2019: $0Net Assets 2019: $26,2832019

Highlighted filing

2016

Assets$9,084
Liabilities$550
Net Assets$8,534

Operations Trend

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

$100K$50K$0-$50KRevenue 2014: $43,236Expenses 2014: $35,468Net Income 2014: $7,7682014Revenue 2015: $76,208Expenses 2015: $73,746Net Income 2015: $2,4622015Revenue 2016: $66,653Expenses 2016: $68,349Net Income 2016: -$1,6962016Revenue 2017: $93,403Expenses 2017: $74,748Net Income 2017: $18,6552017Revenue 2018: $81,920Expenses 2018: $66,139Net Income 2018: $15,7812018Revenue 2019: $67,236Expenses 2019: $83,923Net Income 2019: -$16,6872019

Highlighted filing

2016

Revenue$66,653
Expenses$68,349
Net Income-$1,696
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 15, 2017
Return Version
2015v3.0
Gross Receipts
$66,949
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
The Florida Zeta 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 95 members.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Megan Wiedeman 2015Chapter PresidentPT$0--
Dani Delvescovo 2015VP Member DevelopmentPT$0--
Nicole Greenwood 2015VP Fraternity DevelopmentPT$0--
Jacqueline Goldman 2015VP FinancePT$0--
Erica Bergum 2015VP MembershipPT$0--
Sabrina Warren 2015VP AdministrationPT$0--
Rachel Delduco 2015VP PhilanthropyPT$0--
Raquel Sacal 2015VP CommunicationsPT$0--
Katie Riley 2015VP Event PlanningPT$0--
Rachel DelDuco 2016Chapter PresidentPT$0--
Emily Cartafalsa 2016VP Member DevelopmentPT$0--
Katharina Parise 2016VP Fraternity DevelopmentPT$0--
Michelle Nalepa 2016VP FinancePT$0--
Dana Reilly 2016VP MembershipPT$0--
Jenna Wallace 2016VP AdministrationPT$0--
Rebecca Gaeta 2016VP PhilanthropyPT$0--
Anna Zoumars 2016VP CommunicationsPT$0--
Kayla Brown 2016VP Event Planning-$0--
Filing and Contact Details

Filer

Filer Name
FL Zeta Chapter Pi Beta Phi Fraternity
EIN
46-3549292
In Care Of
% VP OF FINANCE
Phone
6362560680
Address
401 W Kennedy Blvd No P, Tampa, FL 33606

Signing Officer

Name
Gertie Sercus
Title
VP of Finance
Phone
6362560680
Signed
2017-03-15
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 $5000 amount given: 130.

FORM 990-EZ, PART V, INFO 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 SERVICE CHARGES Amount:549

Form 990EZ Part I Line 16

Description:CAMPUS OBLIGATIONS Amount:2345

Form 990EZ Part I Line 16

Description:CHAPTER PROGRAMMING Amount:8484

Form 990EZ Part I Line 16

Description:COMPOSITE EXPENSE Amount:2049

Form 990EZ Part I Line 16

Description:CONVENTIONS & SEMINARS Amount:3245

Form 990EZ Part I Line 16

Description:ENTERTAINMENT & SOCIAL Amount:17393

Form 990EZ Part I Line 16

Description:FRATERNITY OFFICER VISIT Amount:25

Form 990EZ Part I Line 16

Description:GIFTS Amount:140

Form 990EZ Part I Line 16

Description:HOUSE FUND FEE Amount:993

Form 990EZ Part I Line 16

Description:INSURANCE Amount:2465

Form 990EZ Part I Line 16

Description:RECRUITMENT Amount:5897

Form 990EZ Part I Line 16

Description:SPECIAL ASSESSMENTS Amount:13727

Form 990EZ Part I Line 16

Description:TECHNOLOGY Amount:4475

Form 990EZ Part II Line 26

Description:UNCLEARED CHECKS LIABILITY BOY Amount:EOY Amount:520

Form 990EZ Part II Line 26

Description:DUE TO MEMBERS BOY Amount:EOY Amount:30

Raw XML Appendix237 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/PersonNm0Megan Wiedeman 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dani Delvescovo 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Nicole Greenwood 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jacqueline Goldman 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Erica Bergum 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Sabrina Warren 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Rachel Delduco 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Raquel Sacal 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Katie Riley 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Rachel DelDuco 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Emily Cartafalsa 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Katharina Parise 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Michelle Nalepa 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Dana Reilly 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Jenna Wallace 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15Rebecca Gaeta 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16Anna Zoumars 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17Kayla Brown 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/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/OtherExpensesTotalAmt061787
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IRS990EZ/PrimaryExemptPurposeTxt0To mutually encourage and assist members in social, mental, and moral advancement.
IRS990EZ/PrintingPublicationsPostageAmt0397
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Florida Zeta 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 95 members.
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IRS990EZ/TotalExpensesAmt068349
IRS990EZ/TotalRevenueAmt066653
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IRS990EZ/WebsiteAddressTxt0www.pibetaphi.org/tampa
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS GRANTEE NAME: LESS THAN $5000 AMOUNT GIVEN: 130.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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/ExplanationTxt2Description:BANK SERVICE CHARGES Amount:549
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:CAMPUS OBLIGATIONS Amount:2345
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:CHAPTER PROGRAMMING Amount:8484
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:COMPOSITE EXPENSE Amount:2049
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:CONVENTIONS & SEMINARS Amount:3245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:ENTERTAINMENT & SOCIAL Amount:17393
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:FRATERNITY OFFICER VISIT Amount:25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:GIFTS Amount:140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description:HOUSE FUND FEE Amount:993
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description:INSURANCE Amount:2465
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description:RECRUITMENT Amount:5897
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description:SPECIAL ASSESSMENTS Amount:13727
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Description:TECHNOLOGY Amount:4475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Description:UNCLEARED CHECKS LIABILITY BOY Amount:EOY Amount:520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Description:DUE TO MEMBERS BOY Amount:EOY Amount:30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10, GRANTS AND ALLOCATIONS:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART V, INFO REGARDING PERSONAL BENEFIT CONTRACTS:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART I LINE 16
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 II LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16FORM 990EZ PART II LINE 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GERTIE SERCUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum06362560680
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FL Zeta Chapter Pi Beta Phi Fraternity
ReturnHeader/Filer/BusinessNameControlTxt0FLZE
ReturnHeader/Filer/EIN0463549292
ReturnHeader/Filer/InCareOfNm0% VP OF FINANCE
ReturnHeader/Filer/PhoneNum06362560680
ReturnHeader/Filer/USAddress/AddressLine1Txt0401 W Kennedy Blvd No P
ReturnHeader/Filer/USAddress/CityNm0Tampa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033606
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/ReturnTs02017-03-21T08:19:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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