Liabilities / Assets
76th percentile
Higher debt load relative to assets than 76% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.08x
Liabilities / Revenue
74th percentile
Higher debt load relative to revenue than 74% of similar nonprofits.
Net Margin
21st percentile
Higher net margin than 21% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
17th percentile
Faster asset growth than 17% of similar nonprofits.
Revenue Growth
30th percentile
Faster revenue growth than 30% of similar nonprofits.
Balance Sheet
Assets
Down$7,273
Down $2,031 (-22%) from 2020
Net Assets
Down$6,673
Down $2,031 (-23%) from 2020
Liabilities
Flat$600
Flat from 2020
Revenue And Expenses
Revenue
Down$12,664
Down $3,672 (-22%) from 2020
Expenses
Down$14,695
Down $5,521 (-27%) from 2020
Net Income
Up-$2,031
Up $1,849 (+48%) from 2020
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jun 1, 2020 to May 31, 2021
- Signed
- Sep 7, 2021
- Return Version
- 2020v4.0
- Gross Receipts
- $12,664
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
| Description | Grants | Expenses |
|---|---|---|
| National projects for Phi Beta Psi Sorority for the purpose of contributing support to the national society and for cancer research. | $13,590 | - |
| Memorial gifts on behalf of members' loved ones whom have passed away due to cancer. | $485 | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Evette Ogden | President | - | $0 | - | - |
| Lynda Qualls | 1st Vice Pres. | - | $0 | - | - |
| Noelani Giguiere | 2nd Vice Pres. | - | $0 | - | - |
| Karen Cheney | Recording Sec. | - | $0 | - | - |
| Shari Colby | Conductress | - | $0 | - | - |
| Diane O'Brien | Reporter | - | $0 | - | - |
| JoAnna Meeks | Treasurer | - | $0 | - | - |
| Diane Bane | Parliamentarian | - | $0 | - | - |
| Patty Baker | Corresp. Sec. | - | $0 | - | - |
| Patricia A Towne | Assist. Treas. | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Phi Beta Psi - Delta Zeta Chapter
- EIN
- 51-0193222
- Phone
- 5592911562
- Address
- 4948 North Arthur Avenue, Fresno, CA 93705
Signing Officer
- Name
- JoAnna Meeks
- Title
- Treasurer
- Signed
- 2021-09-07
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Patricia A Towne CPA
- Address
- 4948 N Arthur Ave, Fresno, CA 93705
- Preparer
- Patricia a Towne CPA
- Phone
- 5592445195
Supplemental Narrative
Additional Explanations
Grants and Similar Amounts Paid In Excess of $5,000.6
“| Donee's Name: Phi Beta Psi National Organization | Donee's Address: P. O. Box 388 London OH 43140 | Relationship of Donee: National Organization | Cash Amount Given: $7070”
Other Expenses.1002
“Office Expenses $150”
Other Expenses.1007
“Conferences, Conventions, and Meetings $2228”
Other Expenses.1
“National Dues $665”
Other Expenses.2
“Storage and Rent Expense $440”
Other Expenses.3
“Miscellaneous Expense $246”
Other Expenses.4
“Sick & Sunshine Hospitality Ex $59”
Other Expenses.5
“Initiation Fees $30”
Other Expenses.6
“Sorority PIns & Honoriums Exp $22”
Other Expenses.7
“Filing Fees $20”
Other Assets.1
“Other Receivables - Beginning $0 Other Receivables - Ending $1272”
Total Liabilities.1
“Deferred Income - Beginning $600 Deferred Income - Ending $600”
Raw XML Appendix222 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/TitleTxt | 9 | Assist. Treas. |
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| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 1272 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 3860 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | The organization's mission is to contribute to both national and local organizations for cancer research and the fight against cancer. |
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| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Memorial gifts on behalf of members' loved ones whom have passed away due to cancer. |
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| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 485 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
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| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 4544 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
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| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 600 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
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| IRS990EZ/TransactionWithControlEntInd | 0 | false |
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| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
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| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 1505 |
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| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 13455 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 2820 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 29531 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 1 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 4 |
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| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 46098 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 43141 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 41562 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 161368 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 1 |
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| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 1 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 1 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 4 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 60 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 30 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 10 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 27 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 127 |
| IRS990ScheduleA/Post1975UBTIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.99930 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.99930 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 190899 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 12662 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 27528 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 49731 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 56596 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 44382 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 190899 |
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| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 27588 |
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| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 56607 |
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| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 191030 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | | Donee's Name: Phi Beta Psi National Organization | Donee's Address: P. O. Box 388 London OH 43140 | Relationship of Donee: National Organization | Cash Amount Given: $7070 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Office Expenses $150 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Conferences, Conventions, and Meetings $2228 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | National Dues $665 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Storage and Rent Expense $440 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Miscellaneous Expense $246 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Sick & Sunshine Hospitality Ex $59 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Initiation Fees $30 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Sorority PIns & Honoriums Exp $22 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Filing Fees $20 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Other Receivables - Beginning $0 Other Receivables - Ending $1272 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Deferred Income - Beginning $600 Deferred Income - Ending $600 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Grants and Similar Amounts Paid In Excess of $5,000.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1007 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.7 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Assets.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Total Liabilities.1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd | 0 | FAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JoAnna Meeks |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-09-07 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Phi Beta Psi - Delta Zeta Chapter |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PHIB |
| ReturnHeader/Filer/EIN | 0 | 510193222 |
| ReturnHeader/Filer/PhoneNum | 0 | 5592911562 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 4948 North Arthur Avenue |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Fresno |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 93705 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 770313483 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Patricia A Towne CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 4948 N Arthur Ave |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Fresno |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 93705 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5592445195 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | PATRICIA A TOWNE CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2021-09-09T07:46:43-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | JoAnna |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | Meeks |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-06-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-05-31 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $7,273
- Liabilities
- $600
- Net assets
- $6,673
- Revenue
- $12,664
- Expenses
- $14,695
- Net income
- -$2,031
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