Civic Intelligence

Phi Beta Psi - Delta Zeta Chapter

990EZ • Fiscal year 2017 • EIN 51-0193222

Jun 01, 2016 to May 31, 2017 • Filed on Jul 14, 2017

Organization ProfileN/A
P O Box 9397Fresno, CA 93792

(559) 355-4524

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

51st percentile

3.8%

Higher net margin than 51% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

64th percentile

12%

Faster asset growth than 64% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

37th percentile

-6.8%

Faster revenue growth than 37% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$10,299

Up $1,108 (+12%) from 2016

Net Assets

Up

$10,299

Up $1,108 (+12%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin51st percentile

Revenue

Down

$28,970

Down $2,112 (-6.8%) from 2016

Expenses

Down

$27,862

Down $3,557 (-11%) from 2016

Net Income

Up

$1,108

Up $1,445 (+429%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

2017

Assets$10,299
Liabilities-
Net Assets$10,299
Open 2017 Filing

Operations Trend

Revenue Growth37th percentile

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

2017

Revenue$28,970
Expenses$27,862
Net Income$1,108
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Jul 14, 2017
Return Version
2016v3.0
Gross Receipts
$44,410
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.$27,862-
Memorial gifts on behalf of members' loved ones whom have passed away due to cancer.--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Judy BufkinPresident-$0--
Lynda QuallsVice President-$0--
Evette Ogden2nd Vice Pres.-$0--
Diane O'BrienSecretary-$0--
Patty BakerCorresp. Sec.-$0--
Fran GarwickReporter-$0--
Marilyn PierceTreasurer-$0--
Shari ColbyConductress-$0--
Barbara SchulteParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Christmas Bazaar$22,317$22,317$7,202$15,115
Spring Fashion Show$19,245$19,245$8,238$11,007
Total Events$41,562$41,562$15,440$26,122
Filing and Contact Details

Filer

Filer Name
Phi Beta Psi - Delta Zeta Chapter
EIN
51-0193222
Phone
5593554524
Address
P O Box 9397, Fresno, CA 93792

Signing Officer

Name
Judy Bufkin
Title
President
Signed
2017-07-14
Discuss with paid preparer
Yes

Preparer

Firm
Patricia A Towne CPA
Address
4948 N Arthur Ave, Fresno, CA 93705-0603
Preparer
Patricia a Towne CPA
Phone
5592445195
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Orientation Fees $15”

Other Revenue.2

“Miscellaneous Income $12”

Grants and Similar Amounts Paid In Excess of $5,000.5

“| Donee's Name: Hinds Hospice Home Foundation | Donee's Address: 2490 West Shaw, suite 101 Fresno CA 93711 | Relationship of Donee: None | Cash Amount Given: $6000”

Other Expenses.1002

“Office Expenses $198”

Other Expenses.1007

“Conferences, Conventions, and Meetings $1595”

Other Expenses.1009

“Depreciation $103”

Other Expenses.1

“Delegate Expense $2079”

Other Expenses.2

“National Dues $893”

Other Expenses.4

“Filing Fees $45”

Other Expenses.5

“Orientation Fees $15”

Raw XML Appendix224 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/CompensationAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Shari Colby
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Barbara Schulte
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22nd Vice Pres.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Corresp. Sec.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Reporter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Conductress
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Parliamentarian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04928
IRS990EZ/OtherRevenueTotalAmt027
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The organization's mission is to contribute to both national and local organizations for cancer research and the fight against cancer.
IRS990EZ/PrintingPublicationsPostageAmt0124
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Memorial gifts on behalf of members' loved ones whom have passed away due to cancer.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt027862
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015440
IRS990EZ/SpecialEventsNetIncomeLossAmt026122
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027862
IRS990EZ/TotalProgramServiceExpensesAmt027862
IRS990EZ/TotalRevenueAmt028970
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02820
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02928
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04614
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04212
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt017274
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt07
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt041562
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt043032
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt038005
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt039185
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt046397
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0208181
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt027
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt030
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt033
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt015
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0105
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99950
IRS990ScheduleA/PublicSupportPY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal509Amt0225455
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt044382
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt045960
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt040705
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt043799
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt043801
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0225567
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015440
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Christmas Bazaar
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Spring Fashion Show
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022317
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt019245
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt041562
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022317
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt019245
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026122
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015440
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07202
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08238
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Orientation Fees $15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Miscellaneous Income $12
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: Hinds Hospice Home Foundation | Donee's Address: 2490 West Shaw, suite 101 Fresno CA 93711 | Relationship of Donee: None | Cash Amount Given: $6000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Expenses $198
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Conferences, Conventions, and Meetings $1595
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Depreciation $103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Delegate Expense $2079
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7National Dues $893
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Filing Fees $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Orientation Fees $15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.5
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Judy Bufkin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Phi Beta Psi - Delta Zeta Chapter
ReturnHeader/Filer/BusinessNameControlTxt0PHIB
ReturnHeader/Filer/EIN0510193222
ReturnHeader/Filer/PhoneNum05593554524
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 9397
ReturnHeader/Filer/USAddress/CityNm0Fresno
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093792
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Patricia A Towne CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04948 N Arthur Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fresno
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0937050603
ReturnHeader/PreparerPersonGrp/PhoneNum05592445195
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA A TOWNE CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-08-14T07:39:40-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,299
Liabilities
-
Net assets
$10,299
Revenue
$28,970
Expenses
$27,862
Net income
$1,108
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
2017Detailed filing. Detailed filing data is available for this year.$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