Civic Intelligence

Phi Beta Psi - Delta Zeta Chapter

990EZ • Fiscal year 2015 • EIN 51-0193222

Jun 01, 2014 to May 31, 2015 • Filed on Jul 17, 2015

35477 Qualls-Prather RoadAuberry, CA 93602

(559) 855-2686

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

59th percentile

7.5%

Higher net margin than 59% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

75th percentile

25%

Faster asset growth than 75% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

39th percentile

-6.1%

Faster revenue growth than 39% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$9,528

Up $1,901 (+25%) from 2014

Net Assets

$9,528

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$26,472

Down $1,725 (-6.1%) from 2014

Expenses

Down

$24,478

Down $8,961 (-27%) from 2014

Net Income

Up

$1,994

Up $7,236 (+138%) from 2014

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2012: $17,263Liabilities 2012: $02012Assets 2013: $12,776Liabilities 2013: $02013Assets 2014: $7,627Liabilities 2014: $932014Assets 2015: $9,528Net Assets 2015: $9,5282015Assets 2016: $9,191Net Assets 2016: $9,1912016Assets 2017: $10,299Net Assets 2017: $10,2992017Assets 2018: $18,868Net Assets 2018: $18,8682018Assets 2019: $12,584Net Assets 2019: $12,5842019Assets 2020: $9,304Liabilities 2020: $600Net Assets 2020: $8,7042020Assets 2021: $7,273Liabilities 2021: $600Net Assets 2021: $6,6732021Assets 2022: $9,138Net Assets 2022: $9,1382022Assets 2023: $9,677Net Assets 2023: $9,6772023Assets 2024: $17,305Liabilities 2024: $02024Assets 2025: $12,320Net Assets 2025: $12,3202025

Highlighted filing

2015

Assets$9,528
Liabilities-
Net Assets$9,528

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $32,078Expenses 2012: $31,702Net Income 2012: $3762012Revenue 2013: $30,985Expenses 2013: $35,472Net Income 2013: -$4,4872013Revenue 2014: $28,197Expenses 2014: $33,439Net Income 2014: -$5,2422014Revenue 2015: $26,472Expenses 2015: $24,478Net Income 2015: $1,9942015Revenue 2016: $31,082Expenses 2016: $31,419Net Income 2016: -$3372016Revenue 2017: $28,970Expenses 2017: $27,862Net Income 2017: $1,1082017Revenue 2018: $41,018Expenses 2018: $32,449Net Income 2018: $8,5692018Revenue 2019: $33,562Expenses 2019: $39,846Net Income 2019: -$6,2842019Revenue 2020: $16,336Expenses 2020: $20,216Net Income 2020: -$3,8802020Revenue 2021: $12,664Expenses 2021: $14,695Net Income 2021: -$2,0312021Revenue 2022: $26,395Expenses 2022: $23,930Net Income 2022: $2,4652022Revenue 2023: $24,423Expenses 2023: $23,884Net Income 2023: $5392023Revenue 2024: $21,355Expenses 2024: $13,727Net Income 2024: $7,6282024Revenue 2025: $21,197Expenses 2025: $26,182Net Income 2025: -$4,9852025

Highlighted filing

2015

Revenue$26,472
Expenses$24,478
Net Income$1,994
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Jul 17, 2015
Return Version
2014v5.0
Gross Receipts
$40,739
Mission and Program Overview

Mission

The organization's mission is to contribute to both national and local organizations for cancer research and the fight against cancer.

Program Services

DescriptionGrantsExpenses
National projects for Phi Beta Psi Sorority for the purpose of contributing support to the national society and for cancer research.$37,560-
Memorial gifts on behalf of members' loved ones whom have passed away due to cancer.$400-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patty Baker1st Vice Presid-$0--
Judy BufkinReporter-$0--
Diane BaneRec. Secretary-$0--
Beverly CrawfordCorrespond Sec.-$0--
Marilyn PierceTreasurer-$0--
Shari ColbyConductress-$0--
Eilene Werum2nd Vice Presid-$0--
Lynda QuallsPresident-$0--
Barbara SchulteParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Christmas Bazaar$20,592$20,592$7,784$12,808
Spring Fashion Show$16,738$16,738$6,483$10,255
Total Events$37,330$37,330$14,267$23,063
Filing and Contact Details

Filer

Filer Name
Phi Beta Psi - Delta Zeta Chapter
EIN
51-0193222
Phone
5598552686
Address
35477 Qualls-Prather Road, Auberry, CA 93602

Signing Officer

Name
Lynda Qualls
Title
President
Signed
2015-07-17
Discuss with paid preparer
Yes

Preparer

Firm
Patricia A Towne CPA
Address
2848 North Wishon Avenue, Fresno, CA 93704-5571
Preparer
Patricia a Towne CPA
Phone
5592445195
Supplemental Narrative

Additional Explanations

Other Revenue.1

Miscellaneous $18

Other Revenue.2

Orientation Fees $15

Other Expenses.1002

Office Expenses $116

Other Expenses.1007

Conferences, Conventions, and Meetings $2951

Other Expenses.1009

Depreciation $51

Other Expenses.1

National Dues $945

Other Expenses.2

Delegate Expense $222

Other Expenses.3

Filing Fees $185

Other Expenses.5

Initiation Fees $60

Other Expenses.6

Bank Charges $30

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $93 Accounts Payable and Accrued Expenses - Ending $0

Raw XML Appendix229 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/TitleTxt01st Vice Presid
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Reporter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Rec. Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Correspond Sec.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Conductress
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt62nd Vice Presid
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Parliamentarian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OtherRevenueTotalAmt033
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt020369
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt011
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt038005
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0215336
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/OtherIncome509Grp/TotalAmt073
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99960
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Christmas Bazaar
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Spring Fashion Show
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016738
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07784
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06483
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Miscellaneous $18
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Orientation Fees $15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $116
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $2951
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Depreciation $51
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5National Dues $945
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Delegate Expense $222
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Filing Fees $185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Initiation Fees $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Bank Charges $30
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1001
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lynda Qualls
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Phi Beta Psi - Delta Zeta Chapter
ReturnHeader/Filer/BusinessNameControlTxt0PHIB
ReturnHeader/Filer/EIN0510193222
ReturnHeader/Filer/PhoneNum05598552686
ReturnHeader/Filer/USAddress/AddressLine1Txt035477 Qualls-Prather Road
ReturnHeader/Filer/USAddress/CityNm0Auberry
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093602
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Patricia A Towne CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02848 North Wishon Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fresno
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0937045571
ReturnHeader/PreparerPersonGrp/PhoneNum05592445195
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA A TOWNE CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-08-01T10:50:31-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-06-01
ReturnHeader/TaxPeriodEndDt02015-05-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$12.3$12.3$21.2$26.2$4.99
2024Summary only. Only limited summary data is available for this year.$17.3$0.00$21.4$13.7$7.63
2023Detailed filing. Detailed filing data is available for this year.$9.68$9.68$24.4$23.9$0.54
2022Detailed filing. Detailed filing data is available for this year.$9.14$9.14$26.4$23.9$2.47
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.27$0.60$6.67$12.7$14.7$2.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.30$0.60$8.70$16.3$20.2$3.88
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.6$12.6$33.6$39.8$6.28
2018Detailed filing. Detailed filing data is available for this year.$18.9$18.9$41.0$32.4$8.57
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$10.3$29.0$27.9$1.11
2016Detailed filing. Detailed filing data is available for this year.$9.19$9.19$31.1$31.4$0.34
2015Detailed filing. Detailed filing data is available for this year.$9.53$9.53$26.5$24.5$1.99
2014Summary only. Only limited summary data is available for this year.$7.63$0.09$28.2$33.4$5.24
2013Summary only. Only limited summary data is available for this year.$12.8$0.00$31.0$35.5$4.49
2012Summary only. Only limited summary data is available for this year.$17.3$0.00$32.1$31.7$0.38