Civic Intelligence

Phi Beta Psi - Delta Zeta Chapter

990EZ • Fiscal year 2023 • EIN 51-0193222

Jun 01, 2022 to May 31, 2023 • Filed on Jul 21, 2023

4948 North Arthur AvenueFresno, CA 93705

(559) 244-5195

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

48th percentile

2.2%

Higher net margin than 48% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

58th percentile

5.9%

Faster asset growth than 58% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

36th percentile

-7.5%

Faster revenue growth than 36% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$9,677

Up $539 (+5.9%) from 2022

Net Assets

Up

$9,677

Up $539 (+5.9%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$24,423

Down $1,972 (-7.5%) from 2022

Expenses

Down

$23,884

Down $46 (-0.2%) from 2022

Net Income

Down

$539

Down $1,926 (-78%) from 2022

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

2023

Assets$9,677
Liabilities-
Net Assets$9,677

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

2023

Revenue$24,423
Expenses$23,884
Net Income$539
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Jul 21, 2023
Return Version
2022v5.0
Gross Receipts
$43,330
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.-$22,829
Memorial gifts on behalf of members' loved ones whom have passed away due to cancer.-$400
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Noelani GiguierePresident-$0--
Evette Ogden1st Vice Pres.-$0--
Dianne Bane2nd Vice Pres.-$0--
Judy BufkinSecretary-$0--
Patty BakerCorresp. Sec.-$0--
Lynda QuallsReporter-$0--
Patricia TowneConductress-$0--
Barbara SchulteParliamentarian-$0--
Haunani WarinnerTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Christmas Bazaar$20,752$20,752$9,089$11,663
Spring Fashion Show$20,736$20,736$9,818$10,918
Total Events$41,488$41,488$18,907$22,581
Filing and Contact Details

Filer

Filer Name
Phi Beta Psi - Delta Zeta Chapter
EIN
51-0193222
Phone
5592445195
Address
4948 North Arthur Avenue, Fresno, CA 93705

Signing Officer

Name
Haunani Warinner
Title
Treasurer
Phone
5597704632
Signed
2023-07-21
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 $5,000.1

| Donee's Name: Phi Beta Psi | Donee's Address: P. O. Box 388 London OH 43140 | Relationship of Donee: National Organization | Cash Amount Given: $12000

Other Expenses.1002

Office Expenses $289

Other Expenses.1007

Conferences, Conventions, and Meetings $1277

Other Expenses.1

National Dues $770

Other Expenses.2

Storage and Rent Expense $240

Other Expenses.3

Filing Fees $55

Other Expenses.4

Initiation Fees $40

Other Expenses.5

Sick & Sunshine Hospitality Ex $38

Other Expenses.7

Miscellaneous Expense $16

Other Expenses.8

Bank Charges $14

Other Assets.1

Other Receivables - Beginning $97 Other Receivables - Ending $0

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/PersonNm7Barbara Schulte
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Haunani Warinner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11st Vice Pres.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22nd Vice Pres.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Corresp. Sec.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Reporter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Conductress
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt097
IRS990EZ/OtherExpensesTotalAmt02739
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrintingPublicationsPostageAmt020
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0National projects for Phi Beta Psi Sorority for the purpose of contributing support to the national society and for cancer research.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022829
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt022581
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt023229
IRS990EZ/TotalRevenueAmt024423
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01842
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02209
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08118
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01505
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03633
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt017307
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt041488
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt026023
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt046098
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0118488
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt060
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt030
IRS990ScheduleA/OtherIncome509Grp/TotalAmt090
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99930
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/TotalAmt0135795
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt043330
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02544
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0135887
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018907
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Christmas Bazaar
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Spring Fashion Show
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020752
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt020736
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020752
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt020736
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022581
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09089
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Phi Beta Psi | Donee's Address: P. O. Box 388 London OH 43140 | Relationship of Donee: National Organization | Cash Amount Given: $12000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $289
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $1277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3National Dues $770
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Storage and Rent Expense $240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Filing Fees $55
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Initiation Fees $40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Sick & Sunshine Hospitality Ex $38
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Miscellaneous Expense $16
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Bank Charges $14
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Other Receivables - Beginning $97 Other Receivables - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Haunani Warinner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05597704632
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Phi Beta Psi - Delta Zeta Chapter
ReturnHeader/Filer/BusinessNameControlTxt0PHIB
ReturnHeader/Filer/EIN0510193222
ReturnHeader/Filer/PhoneNum05592445195
ReturnHeader/Filer/USAddress/AddressLine1Txt04948 North Arthur Avenue
ReturnHeader/Filer/USAddress/CityNm0Fresno
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093705
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770313483
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/ZIPCd093705
ReturnHeader/PreparerPersonGrp/PhoneNum05592445195
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA A TOWNE CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-08-17T10:47:36-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Haunani
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Warinner
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

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