Civic Intelligence

Pi Beta Phi Fraternity Kansas Alpha Chapter

990 • Fiscal year 2019 • EIN 48-0374580

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 29, 2019

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

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

2019 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

25th percentile

0.00x

Higher debt load relative to revenue than 25% of similar nonprofits.

2019 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2019

Net Margin

11th percentile

-14%

Higher net margin than 11% of similar nonprofits.

2019 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2019

Asset Growth

11th percentile

-11%

Faster asset growth than 11% of similar nonprofits.

2019 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

51st percentile

3.1%

Faster revenue growth than 51% of similar nonprofits.

2019 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Down

$788,512

Down $99,284 (-11%) from 2018

Net Assets

Down

$788,385

Down $95,442 (-11%) from 2018

Liabilities

Down

$127

Down $3,842 (-97%) from 2018

Revenue

Up

$722,098

Up $21,693 (+3.1%) from 2018

Expenses

Up

$820,234

Up $227,392 (+38%) from 2018

Net Income

Down

-$98,136

Down $205,699 (-191%) from 2018

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

2019

Assets$788,512
Liabilities$127
Net Assets$788,385

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

2019

Revenue$722,098
Expenses$820,234
Net Income-$98,136
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 29, 2019
Return Version
2018v3.1
Gross Receipts
$723,035
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$682,409$591,112▼ $91,297
Cash and Non-Interest-Bearing Accounts$191,562$172,483▼ $19,079
Accounts Receivable$13,192$23,796▲ $10,604
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$887,796$788,512▼ $99,284
Other Assets Total$633$1,121▲ $488
Liabilities
Accounts Payable and Accrued Expenses$3,969$127▼ $3,842
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$3,969$127▼ $3,842
Net Assets / Fund Balance
Unrestricted Net Assets$883,827$788,385▼ $95,442
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$883,827$788,385▼ $95,442
Total Liabilities and Net Assets / Fund Balance$887,796$788,512▼ $99,284
Compensation and Service Providers

Board Members and Trustees

NameTitle
Erica Schoeman 2019Chapter President
Sidney Sibenaller 2018Chapter President
Carney Gadwood 2019VP Administration
Matilda Brooks 2018VP Administration
Ansley Reynolds 2019VP Communications
Hannah Wexler 2018VP Communications
Camryn Evans 2019VP Event Planning
Emma Thompson 2018VP Event Planning
Alexandra O'Neill 2019VP Finance
Libby Kaufman 2018VP Finance
Katrina Qamar 2018VP Fraternity Development
Payton Angell 2019VP Fraternity Development
Claire Varney 2019VP Housing
Grace Noonan 2018VP Housing
Bridgette Dwyer 2019VP Member Development
Erica Schoeman 2018VP Member Development
Clara Taylor 2019VP Membership
Elizabeth Kirk 2018VP Membership
Cali Scott 2019VP Philanthropy
Caroline Kinney 2018VP Philanthropy

Highest Paid Contractors

ContractorServicesLocationCompensation
The Upper Crust Bakery Cafe LLCFood904 Elm St Ste 108, Columbia, MO 65201$224,949
Revenue and Support

Revenue Composition

Contributions and Grants
$2,857
Program Service Revenue
$709,511
Investment Income
$5,631
Other Revenue
$4,099
All Other Contributions
$2,857
Change in Net Assets
$-98,136
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$640,980
Grants and Similar Amounts Paid$179,254
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$373,771
Grants to Domestic Orgs---$179,254
Other Expenses---$60,410
Advertising---$38,870
Fees for Services Other---$33,240
Office Expenses---$12,321
Conferences and Meetings---$11,641
Information Technology---$9,400
Insurance---$4,186
Fees for Services Accounting---$3,742
Payments to Affiliates---$280
Total Functional Expenses$0$0$0$820,234
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pi Beta Phi Foundationtown country, MO501(c)(3)charitable$93,604
KU EndowmentLawrence, KS501(c)(3)Charitable$85,150
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$5,036
Fundraising Direct Expenses$937
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
ALEXANDRA O'NEILL
Title
VP of Finance
Phone
6362560680
Signed
2019-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erica Schoeman
Formed
1873
Legal Domicile
Ks
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
60

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/PersonNm1Erica Schoeman 2018
IRS990/Form990PartVIISectionAGrp/PersonNm2Katrina Qamar 2018
IRS990/Form990PartVIISectionAGrp/PersonNm3Libby Kaufman 2018
IRS990/Form990PartVIISectionAGrp/PersonNm4Elizabeth Kirk 2018
IRS990/Form990PartVIISectionAGrp/PersonNm5Matilda Brooks 2018
IRS990/Form990PartVIISectionAGrp/PersonNm6Caroline Kinney 2018
IRS990/Form990PartVIISectionAGrp/PersonNm7Hannah Wexler 2018
IRS990/Form990PartVIISectionAGrp/PersonNm8Emma Thompson 2018
IRS990/Form990PartVIISectionAGrp/PersonNm9Grace Noonan 2018
IRS990/Form990PartVIISectionAGrp/PersonNm10Erica Schoeman 2019
IRS990/Form990PartVIISectionAGrp/PersonNm11Bridgette Dwyer 2019
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IRS990/Form990PartVIISectionAGrp/PersonNm13Alexandra O'Neill 2019
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IRS990/Form990PartVIISectionAGrp/PersonNm18Camryn Evans 2019
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IRS990/Form990PartVIISectionAGrp/TitleTxt5VP Administration
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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