Civic Intelligence

Pi Beta Phi Fraternity Kansas Alpha Chapter

990 • Fiscal year 2017 • EIN 48-0374580

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 27, 2017

1612 West 15th StreetLawrence, KS 66044-3110

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2017 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

24th percentile

0.00x

Higher debt load relative to revenue than 24% of similar nonprofits.

2017 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2017

Net Margin

84th percentile

22%

Higher net margin than 84% of similar nonprofits.

2017 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

88th percentile

21%

Faster asset growth than 88% of similar nonprofits.

2017 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

52nd percentile

2.9%

Faster revenue growth than 52% of similar nonprofits.

2017 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$780,906

Up $138,170 (+21%) from 2016

Net Assets

Up

$780,801

Up $138,315 (+22%) from 2016

Liabilities

Down

$105

Down $145 (-58%) from 2016

Revenue

Up

$686,644

Up $19,184 (+2.9%) from 2016

Expenses

Up

$536,339

Up $1,023 (+0.2%) from 2016

Net Income

Up

$150,305

Up $18,161 (+14%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $501,735Liabilities 2011: $513Net Assets 2011: $501,2222011Assets 2012: $567,051Liabilities 2012: $0Net Assets 2012: $567,0512012Assets 2013: $636,033Liabilities 2013: $25,500Net Assets 2013: $610,5332013Assets 2014: $480,072Liabilities 2014: $3,629Net Assets 2014: $476,4432014Assets 2015: $515,464Liabilities 2015: $1,478Net Assets 2015: $513,9862015Assets 2016: $642,736Liabilities 2016: $250Net Assets 2016: $642,4862016Assets 2017: $780,906Liabilities 2017: $105Net Assets 2017: $780,8012017Assets 2018: $887,796Liabilities 2018: $3,969Net Assets 2018: $883,8272018Assets 2019: $788,512Liabilities 2019: $127Net Assets 2019: $788,3852019Assets 2020: $755,411Liabilities 2020: $0Net Assets 2020: $755,4112020Assets 2021: $777,516Liabilities 2021: $3,091Net Assets 2021: $774,4252021Assets 2022: $903,915Liabilities 2022: $2,337Net Assets 2022: $901,5782022Assets 2023: $939,879Liabilities 2023: $10,057Net Assets 2023: $929,8222023Assets 2024: $1,001,964Liabilities 2024: $0Net Assets 2024: $1,001,9642024

Highlighted filing

2017

Assets$780,906
Liabilities$105
Net Assets$780,801

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $751,269Expenses 2011: $730,028Net Income 2011: $21,2412011Expenses 2012: $257,0352012Revenue 2013: $528,481Expenses 2013: $485,281Net Income 2013: $43,2002013Revenue 2014: $338,577Expenses 2014: $472,826Net Income 2014: -$134,2492014Revenue 2015: $571,871Expenses 2015: $532,969Net Income 2015: $38,9022015Revenue 2016: $667,460Expenses 2016: $535,316Net Income 2016: $132,1442016Revenue 2017: $686,644Expenses 2017: $536,339Net Income 2017: $150,3052017Revenue 2018: $700,405Expenses 2018: $592,842Net Income 2018: $107,5632018Revenue 2019: $722,098Expenses 2019: $820,234Net Income 2019: -$98,1362019Revenue 2020: $512,219Expenses 2020: $545,193Net Income 2020: -$32,9742020Revenue 2021: $859,079Expenses 2021: $840,065Net Income 2021: $19,0142021Revenue 2022: $1,202,883Expenses 2022: $1,075,730Net Income 2022: $127,1532022Revenue 2023: $1,123,472Expenses 2023: $1,095,228Net Income 2023: $28,2442023Revenue 2024: $1,277,775Expenses 2024: $1,205,633Net Income 2024: $72,1422024

Highlighted filing

2017

Revenue$686,644
Expenses$536,339
Net Income$150,305
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 27, 2017
Return Version
2016v3.1
Gross Receipts
$748,477
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$453,619$608,558▲ $154,939
Cash and Non-Interest-Bearing Accounts$180,049$161,903▼ $18,146
Accounts Receivable$8,881$9,606▲ $725
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$642,736$780,906▲ $138,170
Other Assets Total$187$839▲ $652
Liabilities
Accounts Payable and Accrued Expenses$250$105▼ $145
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$250$105▼ $145
Net Assets / Fund Balance
Unrestricted Net Assets$642,486$780,801▲ $138,315
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$642,486$780,801▲ $138,315
Total Liabilities and Net Assets / Fund Balance$642,736$780,906▲ $138,170
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mary Kate Franklin 2017Chapter President
Michaeli Hennessy 2016Chapter President
Emily Bowhay 2017VP Administration
Xime Scavone 2016VP Administration
Mackenzie Anderson 2016VP Communications
Sarah Lawrence 2017VP Communications
Claire Tamar 2017VP Event Planning
Olivia Wilkes 2016VP Event Planning
Emily Roberts 2017VP Finance
Kirsten Shipley 2016VP Finance
Erin Brown 2016VP Fraternity Development
Julia Filardi 2017VP Fraternity Development
Lydia Taylor 2016VP Housing
Madison Eklund 2017VP Housing
Mary Kate Franklin 2016VP Member Development
Sidney Sibernaller 2017VP Member Development
Amy O'Leary 2017VP Membership
Tyler Tilly 2016VP Membership
Faith Connelly 2016VP Philanthropy
Joanna Blackford 2017VP Philanthropy
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$665,645
Investment Income
$17,580
Other Revenue
$3,419
Change in Net Assets
$150,305
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$517,942
Grants and Similar Amounts Paid$18,397
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$307,928
Fees for Services Other---$31,219
Advertising---$27,046
Grants to Domestic Orgs---$18,397
Conferences and Meetings---$18,347
Office Expenses---$17,525
Other Expenses---$14,307
Information Technology---$8,840
Fees for Services Accounting---$4,485
Insurance---$4,245
Total Functional Expenses$0$0$0$536,339
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
pi beta phi foundationtown country, MO501(c)(3)charitable$12,945
Ali Kemp FoundationLeawood, KS501(c)3charitable$5,452
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$4,846
Fundraising Direct Expenses$1,427
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
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 Kansas Alpha Chapter
EIN
48-0374580
In Care Of
% VP OF FINANCE
Phone
6362560680
Address
1612 WEST 15TH STREET, LAWRENCE, KS 66044-3110

Signing Officer

Name
Emily Roberts
Title
VP of Finance
Phone
6362560680
Signed
2017-11-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Kate Franklin
Formed
1873
Legal Domicile
Ks
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
245

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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IRS990/Form990PartVIISectionAGrp/PersonNm2Erin Brown 2016
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IRS990/Form990PartVIISectionAGrp/PersonNm8Olivia Wilkes 2016
IRS990/Form990PartVIISectionAGrp/PersonNm9Lydia Taylor 2016
IRS990/Form990PartVIISectionAGrp/PersonNm10Mary Kate Franklin 2017
IRS990/Form990PartVIISectionAGrp/PersonNm11Sidney Sibernaller 2017
IRS990/Form990PartVIISectionAGrp/PersonNm12Julia Filardi 2017
IRS990/Form990PartVIISectionAGrp/PersonNm13Emily Roberts 2017
IRS990/Form990PartVIISectionAGrp/PersonNm14Amy O'Leary 2017
IRS990/Form990PartVIISectionAGrp/PersonNm15Emily Bowhay 2017
IRS990/Form990PartVIISectionAGrp/PersonNm16Joanna Blackford 2017
IRS990/Form990PartVIISectionAGrp/PersonNm17Sarah Lawrence 2017
IRS990/Form990PartVIISectionAGrp/PersonNm18Claire Tamar 2017
IRS990/Form990PartVIISectionAGrp/PersonNm19Madison Eklund 2017
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$1.28$1.21$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.94$0.01$0.93$1.12$1.10$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$1.20$1.08$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.77$0.86$0.84$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.51$0.55$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.72$0.82$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.88$0.70$0.59$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.69$0.54$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.67$0.54$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.51$0.57$0.53$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.34$0.47$0.13
2013Summary only. Only limited summary data is available for this year.$0.64$0.03$0.61$0.53$0.49$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.00$0.57$0.26
2011Summary only. Only limited summary data is available for this year.$0.50$0.00$0.50$0.75$0.73$0.02