Civic Intelligence

Pi Beta Phi Fraternity South Carolina Alpha Chapter

990 • Fiscal year 2019 • EIN 47-1737521

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 13, 2019

526 Gadsden StreetColumbia, SC 29201

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

69th percentile

0.04x

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

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

Liabilities / Revenue

68th percentile

0.03x

Higher debt load relative to revenue than 68% of similar nonprofits.

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

Net Margin

95th percentile

42%

Higher net margin than 95% 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

96th percentile

116%

Faster asset growth than 96% of similar nonprofits.

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

Revenue Growth

93rd percentile

47%

Faster revenue growth than 93% of similar nonprofits.

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

Assets

Up

$312,909

Up $168,056 (+116%) from 2018

Net Assets

Up

$300,652

Up $167,394 (+126%) from 2018

Liabilities

Up

$12,257

Up $662 (+5.7%) from 2018

Revenue

Up

$399,051

Up $126,849 (+47%) from 2018

Expenses

Up

$231,657

Up $12,874 (+5.9%) from 2018

Net Income

Up

$167,394

Up $113,975 (+213%) from 2018

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2015: $66,209Liabilities 2015: $0Net Assets 2015: $66,2092015Assets 2016: $60,589Liabilities 2016: $71Net Assets 2016: $60,5182016Assets 2017: $91,584Liabilities 2017: $11,745Net Assets 2017: $79,8392017Assets 2018: $144,853Liabilities 2018: $11,595Net Assets 2018: $133,2582018Assets 2019: $312,909Liabilities 2019: $12,257Net Assets 2019: $300,6522019Assets 2020: $397,235Liabilities 2020: $98,049Net Assets 2020: $299,1862020Assets 2021: $144,030Liabilities 2021: $0Net Assets 2021: $144,0302021Assets 2022: $192,016Liabilities 2022: $6,998Net Assets 2022: $185,0182022Assets 2023: $338,704Liabilities 2023: $42,503Net Assets 2023: $296,2012023Assets 2024: $299,849Liabilities 2024: $0Net Assets 2024: $299,8492024

Highlighted filing

2019

Assets$312,909
Liabilities$12,257
Net Assets$300,652

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2015: $112,817Expenses 2015: $46,608Net Income 2015: $66,2092015Revenue 2016: $200,002Expenses 2016: $205,693Net Income 2016: -$5,6912016Revenue 2017: $257,082Expenses 2017: $237,761Net Income 2017: $19,3212017Revenue 2018: $272,202Expenses 2018: $218,783Net Income 2018: $53,4192018Revenue 2019: $399,051Expenses 2019: $231,657Net Income 2019: $167,3942019Revenue 2020: $255,312Expenses 2020: $256,778Net Income 2020: -$1,4662020Revenue 2021: $94,269Expenses 2021: $249,425Net Income 2021: -$155,1562021Revenue 2022: $343,275Expenses 2022: $302,287Net Income 2022: $40,9882022Revenue 2023: $374,550Expenses 2023: $263,367Net Income 2023: $111,1832023Revenue 2024: $522,697Expenses 2024: $519,049Net Income 2024: $3,6482024

Highlighted filing

2019

Revenue$399,051
Expenses$231,657
Net Income$167,394
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$400,375
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$115,038$240,151▲ $125,113
Cash and Non-Interest-Bearing Accounts$18,996$64,607▲ $45,611
Accounts Receivable$10,819$8,151▼ $2,668
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$144,853$312,909▲ $168,056
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$11,595$12,257▲ $662
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$11,595$12,257▲ $662
Net Assets / Fund Balance
Unrestricted Net Assets$133,258$300,652▲ $167,394
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$133,258$300,652▲ $167,394
Total Liabilities and Net Assets / Fund Balance$144,853$312,909▲ $168,056
Compensation and Service Providers

Board Members and Trustees

NameTitle
Maggie Collins 2019Chapter President
Sarah Moore 2018Chapter President
Kaitlyn Halter 2018VP Administration
Sydney Simpson 2019VP Administration
Allison Beljan 2019VP Communications
McKenna Hoffmann 2018VP Communications
Brigid Bianco 2019VP Event Planning
Natalie Perkowski 2018VP Event Planning
Alaina Feinberg 2018VP Finance
Grace Venezia 2019VP Finance
Gianna DellaFera 2019VP Fraternity Development
Josie Catanzarite 2018VP Fraternity Development
Jessica DiGrazia 2018VP Housing
Jessica DiGrazia 2019VP Housing
Katherine DeWesse 2018VP Member Development
Meghan Cabana 2019VP Member Development
Campbell Robinson 2019VP Membership
Mackenzie Weigert 2018VP Membership
Madison Susi 2019VP Philanthropy
Tiffany Walters 2018VP Philanthropy
Revenue and Support

Revenue Composition

Contributions and Grants
$1,342
Program Service Revenue
$395,611
Investment Income
$113
Other Revenue
$1,985
All Other Contributions
$341
Change in Net Assets
$167,394
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$224,729
Grants and Similar Amounts Paid$6,928
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising---$25,177
Fees for Services Other---$19,886
Occupancy---$12,750
Information Technology---$12,675
Conferences and Meetings---$8,757
Office Expenses---$8,440
Grants to Domestic Orgs---$6,928
Insurance---$5,694
Fees for Services Accounting---$3,815
Other Expenses---$662
Total Functional Expenses$0$0$0$231,657
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pi Beta Phi FoundationTown Country, MO501(c)(3)Charitable$6,828
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$3,309
Fundraising Direct Expenses$1,324
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$11,100
Due to Members$1,157
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6:

The organization is a membership organization consisting of undergraduate members and alumnae members who participate in activities held by the chapter.

Form 990, Part VI, Section A, Line 7A:

The executive council of the chapter is elected by the undergraduate and alumnae members.

Form 990, Part VI, Section A, line 7B:

Decisions made by the executive council of the organization must be voted on by members of the chapter.

Form 990, Part VI, Section A, Line 8B:

There is no committee with authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11:

The vice president of finance, under the guidance of the alumnae advisory committee financial advisor, reviewed form 990 in detail on behalf of the executive council.

Form 990, Part VI, Section C, Line 19:

The organization makes its governing documents available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Fraternity South Carolina Alpha
EIN
47-1737521
In Care Of
% VP OF FINANCE
Phone
6362560680
Address
526 Gadsden Street, Columbia, SC 29201

Signing Officer

Name
Grace Venezia
Title
VP of Finance
Phone
6362560680
Signed
2019-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maggie Collins
Formed
1931
Legal Domicile
Sc
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
323

Preparer

Firm
Bdo USA Llp
Address
101 S HANLEY RD STE 800, ST LOUIS, MO 63105
Preparer
Mary Jane Pieroni CPA
Phone
3148891100
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