Civic Intelligence

Pi Beta Phi Fraternity California XI Chapter

990EZ • Fiscal year 2016 • EIN 47-2875792

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 31, 2017

5998 Alcala ParkSan Diego, CA 92110

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

62nd percentile

7.5%

Higher net margin than 62% of similar nonprofits.

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

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Assets

$31,337

No earlier filing loaded for comparison.

Net Assets

$31,337

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$91,207

No earlier filing loaded for comparison.

Expenses

$84,384

No earlier filing loaded for comparison.

Net Income

$6,823

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2016: $31,337Liabilities 2016: $0Net Assets 2016: $31,3372016Assets 2017: $41,238Liabilities 2017: $538Net Assets 2017: $40,7002017Assets 2018: $51,068Liabilities 2018: $99Net Assets 2018: $50,9692018Assets 2019: $47,133Liabilities 2019: $176Net Assets 2019: $46,9572019Assets 2020: $66,992Liabilities 2020: $4,142Net Assets 2020: $62,8502020Assets 2021: $48,488Liabilities 2021: $0Net Assets 2021: $48,4882021Assets 2022: $64,063Liabilities 2022: $0Net Assets 2022: $64,0632022Assets 2023: $71,828Liabilities 2023: $20,595Net Assets 2023: $51,2332023Assets 2024: $75,006Liabilities 2024: $0Net Assets 2024: $75,0062024Assets 2025: $69,950Liabilities 2025: $0Net Assets 2025: $69,9502025

Highlighted filing

2016

Assets$31,337
Liabilities$0
Net Assets$31,337

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2016: $91,207Expenses 2016: $84,384Net Income 2016: $6,8232016Revenue 2017: $94,693Expenses 2017: $85,330Net Income 2017: $9,3632017Revenue 2018: $85,517Expenses 2018: $75,248Net Income 2018: $10,2692018Revenue 2019: $111,743Expenses 2019: $115,756Net Income 2019: -$4,0132019Revenue 2020: $102,946Expenses 2020: $87,053Net Income 2020: $15,8932020Revenue 2021: $21,522Expenses 2021: $35,884Net Income 2021: -$14,3622021Revenue 2022: $107,067Expenses 2022: $91,492Net Income 2022: $15,5752022Revenue 2023: $72,356Expenses 2023: $85,186Net Income 2023: -$12,8302023Revenue 2024: $124,420Expenses 2024: $100,647Net Income 2024: $23,7732024Revenue 2025: $107,576Expenses 2025: $112,632Net Income 2025: -$5,0562025

Highlighted filing

2016

Revenue$91,207
Expenses$84,384
Net Income$6,823
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 31, 2017
Return Version
2015v3.0
Gross Receipts
$91,726
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
Rachael Emerick 2015Chapter PresidentPT$0--
Maria Chacon 2015VP Member Development-$0--
Jill Berling 2015VP Fraternity Development-$0--
Stephanie Leiva 2015VP Finance-$0--
Courtney Cranston 2015VP MembershipPT$0--
Samantha Smith 2015VP Administration-$0--
Darci Wilkerson 2015VP Philanthropy-$0--
Shannon Sheilds 2015VP Communications-$0--
Taylor Chrisman 2015VP Event Planning-$0--
Olivia Fuqua 2016Chapter PresidentPT$0--
Claire Tolan 2016VP Member Development-$0--
Kendra Rudd- Gloster 2016VP Fraternity Development-$0--
Maia Garcia- Munro 2016VP Finance-$0--
Jacki Mitchell 2016VP MembershipPT$0--
Megan Strickland 2016VP Administration-$0--
Lauren Egan 2016VP Philanthropy-$0--
Jae Pearl 2016VP CommunicationsPT$0--
Megan Neeno 2016VP Event Planning-$0--
Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Fraternity
EIN
47-2875792
In Care Of
% VP OF FINANCE
Phone
6362560680
Address
5998 Alcala Park, San Diego, CA 92110

Signing Officer

Name
Maia Garcia-munro
Title
VP of Finance
Phone
6362560680
Signed
2017-01-31
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: $2,100

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 California Xi 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 88 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:1174

Form 990EZ Part I Line 16

Description:CAMPUS OBLIGATIONS Amount:5136

Form 990EZ Part I Line 16

Description:CHAPTER PROGRAMMING Amount:4939

Form 990EZ Part I Line 16

Description:COMPOSITE Amount:2002

Form 990EZ Part I Line 16

Description:CONVENTIONS & SEMINARS Amount:942

Form 990EZ Part I Line 16

Description:ENTERTAINMENT & SOCIAL Amount:32221

Form 990EZ Part I Line 16

Description:FOOD EXPENSE Amount:3936

Form 990EZ Part I Line 16

Description:FRATERNITY OFFICER VISIT Amount:1337

Form 990EZ Part I Line 16

Description:GIFTS Amount:708

Form 990EZ Part I Line 16

Description:INSURANCE Amount:2581

Form 990EZ Part I Line 16

Description:MEMBERSHIP DUES Amount:5132

Form 990EZ Part I Line 16

Description:RECRUITMENT Amount:3615

Form 990EZ Part I Line 16

Description:SPECIAL ASSESSMENTS Amount:4092

Form 990EZ Part I Line 16

Description:SUPPLIES Amount:107

Form 990EZ Part I Line 16

Description:TAXES & LICENSES Amount:10

Form 990EZ Part I Line 16

Description:TECHNOLOGY FEE Amount:6475

Form 990EZ Part II Line 24

Description:ACCOUNTS RECEIVABLE BOY Amount:215 EOY Amount:4992

Raw XML Appendix243 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/PersonNm0Rachael Emerick 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Maria Chacon 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jill Berling 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Stephanie Leiva 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Courtney Cranston 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Samantha Smith 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Darci Wilkerson 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Shannon Sheilds 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Taylor Chrisman 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Olivia Fuqua 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Claire Tolan 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Kendra Rudd- Gloster 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Maia Garcia- Munro 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Jacki Mitchell 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Megan Strickland 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15Lauren Egan 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16Jae Pearl 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17Megan Neeno 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
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Classification: Contributions to charitable organizations Grantee Name: Less than $5,000 Amount Given: $2,100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1To mutually encourage and assist members in social, mental, and moral advancement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The California Xi 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 88 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:1174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:CAMPUS OBLIGATIONS Amount:5136
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:CHAPTER PROGRAMMING Amount:4939
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:COMPOSITE Amount:2002
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:CONVENTIONS & SEMINARS Amount:942
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:ENTERTAINMENT & SOCIAL Amount:32221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description:FOOD EXPENSE Amount:3936
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description:FRATERNITY OFFICER VISIT Amount:1337
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description:GIFTS Amount:708
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description:INSURANCE Amount:2581
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Description:MEMBERSHIP DUES Amount:5132
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Description:RECRUITMENT Amount:3615
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Description:SPECIAL ASSESSMENTS Amount:4092
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Description:SUPPLIES Amount:107
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Description:TAXES & LICENSES Amount:10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Description:TECHNOLOGY FEE Amount:6475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Description:ACCOUNTS RECEIVABLE BOY Amount:215 EOY Amount:4992
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 I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20FORM 990EZ PART II LINE 24
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP of Finance
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ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pi Beta Phi Fraternity
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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/ReturnTs02017-03-11T14:07:21-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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