Civic Intelligence

Pi Beta Phi Fraternity Florida Epsilon Chapter

990 • Fiscal year 2023 • EIN 59-2029827

Jul 01, 2022 to Jun 30, 2023 • Filed on May 06, 2024

1154 Town Country Commons DrTown Country, MO 63017

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

61st percentile

0.09x

Higher debt load relative to assets than 61% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

42nd percentile

0.01x

Higher debt load relative to revenue than 42% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Net Margin

10th percentile

-18%

Higher net margin than 10% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Asset Growth

1st percentile

-62%

Faster asset growth than 1% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

48th percentile

6.4%

Faster revenue growth than 48% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Down

$70,901

Down $114,260 (-62%) from 2022

Net Assets

Down

$64,552

Down $120,609 (-65%) from 2022

Liabilities

Up

$6,349

Up $6,349 from 2022

Revenue

Up

$679,054

Up $40,684 (+6.4%) from 2022

Expenses

Up

$799,663

Up $60,968 (+8.3%) from 2022

Net Income

Down

-$120,609

Down $20,284 (-20%) from 2022

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $346,951Liabilities 2011: $4,488Net Assets 2011: $342,4632011Assets 2012: $396,709Liabilities 2012: $1,189Net Assets 2012: $395,5202012Assets 2013: $376,310Liabilities 2013: $506Net Assets 2013: $375,8042013Assets 2014: $437,323Liabilities 2014: $0Net Assets 2014: $437,3232014Assets 2015: $526,267Liabilities 2015: $258Net Assets 2015: $526,0092015Assets 2016: $462,837Liabilities 2016: $4,426Net Assets 2016: $458,4112016Assets 2017: $513,831Liabilities 2017: $62Net Assets 2017: $513,7692017Assets 2018: $585,738Liabilities 2018: $3,239Net Assets 2018: $582,4992018Assets 2019: $467,862Liabilities 2019: $277Net Assets 2019: $467,5852019Assets 2020: $407,294Liabilities 2020: $195Net Assets 2020: $407,0992020Assets 2021: $285,486Liabilities 2021: $0Net Assets 2021: $285,4862021Assets 2022: $185,161Liabilities 2022: $0Net Assets 2022: $185,1612022Assets 2023: $70,901Liabilities 2023: $6,349Net Assets 2023: $64,5522023Assets 2024: $145,664Liabilities 2024: $0Net Assets 2024: $145,6642024

Highlighted filing

2023

Assets$70,901
Liabilities$6,349
Net Assets$64,552

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $506,0802011Expenses 2012: $347,5052012Expenses 2013: $362,5412013Revenue 2014: $384,663Expenses 2014: $323,144Net Income 2014: $61,5192014Revenue 2015: $464,737Expenses 2015: $376,051Net Income 2015: $88,6862015Revenue 2016: $419,456Expenses 2016: $487,054Net Income 2016: -$67,5982016Revenue 2017: $392,903Expenses 2017: $337,545Net Income 2017: $55,3582017Revenue 2018: $308,515Expenses 2018: $239,785Net Income 2018: $68,7302018Revenue 2019: $195,158Expenses 2019: $310,072Net Income 2019: -$114,9142019Revenue 2020: $158,787Expenses 2020: $219,273Net Income 2020: -$60,4862020Revenue 2021: $409,234Expenses 2021: $530,848Net Income 2021: -$121,6142021Revenue 2022: $638,370Expenses 2022: $738,695Net Income 2022: -$100,3252022Revenue 2023: $679,054Expenses 2023: $799,663Net Income 2023: -$120,6092023Revenue 2024: $803,490Expenses 2024: $722,378Net Income 2024: $81,1122024

Highlighted filing

2023

Revenue$679,054
Expenses$799,663
Net Income-$120,609
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 6, 2024
Return Version
2022v5.0
Gross Receipts
$681,695
Mission and Program Overview

Mission

To mutually encourage and assist members in social, mental, and moral advancement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$168,436$44,399▼ $124,037
Accounts Receivable$16,607$26,502▲ $9,895
Total Assets$185,161$70,901▼ $114,260
Other Assets Total$118$0▼ $118
Liabilities
Other Liabilities$0$5,661▲ $5,661
Accounts Payable and Accrued Expenses-$688-
Total Liabilities$0$6,349▲ $6,349
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$185,161$64,552▼ $120,609
Total Net Assets Fund Balance$185,161$64,552▼ $120,609
Total Liabilities and Net Assets / Fund Balance$185,161$70,901▼ $114,260
Compensation and Service Providers

Board Members and Trustees

NameTitle
Emmy Saunders 2023Chapter President
Morgan Nelson 2022Chapter President
Jasmine Kowal 2022Vice President Community Relations
Morgan Delaney 2023Vice President Community Relations
Emily Kriger 2022Vice President Finance/housing
Grace Miller 2023Vice President Finance/housing
Cristina Harry 2022Vice President Member Experience
Hannah Waller 2023Vice President Member Experience
Bella Buttacavoli 2023Vice President Operations
Emily Butler 2022Vice President Operations
Maggie Cool 2022Vice President Recruitment
Suzanna Donaldson 2023Vice President Recruitment
Ally Daidone 2023Vice President Risk Management
Sophie Leitman 2022Vice President Risk Management
Revenue and Support

Revenue Composition

Contributions and Grants
$313
Program Service Revenue
$676,623
Investment Income
$0
Other Revenue
$2,118
Change in Net Assets
$-120,609
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$798,314
Grants and Similar Amounts Paid$1,349
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$561,057
All Other Expenses---$35,355
Other Expenses---$23,777
Office Expenses---$4,802
Fees for Services Accounting---$4,335
Grants to Domestic Orgs---$1,349
Total Functional Expenses$0$0$0$799,663
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$4,759
Fundraising Direct Expenses$2,641
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Contributions Payable$5,661
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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 11B

The vice president of finance/housing, 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 Florida Epsilon
EIN
59-2029827
Phone
6362560680
Address
1154 TOWN COUNTRY COMMONS DR, TOWN COUNTRY, MO 63017

Signing Officer

Name
Micah Richardson
Title
Sr Director of Finance
Phone
6362560680
Signed
2024-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Micah Richardson
Formed
1981
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
30

Preparer

Firm
Uhy Advisors Midwest Inc
Address
15 SUNNEN DRIVE SUITE 100, ST LOUIS, MO 63143-3819
Preparer
Denise Pisciotta
Phone
3146151200
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAPTER PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT COMMUNITY RELATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT FINANCE/HOUSING
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT MEMBER EXPERIENCE
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT RISK MANAGEMENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT FINANCE/HOUSING
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IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05661
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CONTRIBUTIONS PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt05661
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A MEMBERSHIP ORGANIZATION CONSISTING OF UNDERGRADUATE MEMBERS AND ALUMNAE MEMBERS WHO PARTICIPATE IN ACTIVITIES HELD BY THE CHAPTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE COUNCIL OF THE CHAPTER IS ELECTED BY THE UNDERGRADUATE AND ALUMNAE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DECISIONS MADE BY THE EXECUTIVE COUNCIL OF THE ORGANIZATION MUST BE VOTED ON BY MEMBERS OF THE CHAPTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE VICE PRESIDENT OF FINANCE/HOUSING, UNDER THE GUIDANCE OF THE ALUMNAE ADVISORY COMMITTEE FINANCIAL ADVISOR, REVIEWED FORM 990 IN DETAIL ON BEHALF OF THE EXECUTIVE COUNCIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PI BETA PHI FRATERNITY HOUSING CORP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0262511045
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(7)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHAPTER HOUSE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01154 TOWN AND COUNTRY COMMONS DR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TOWN AND COUNTRY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd063017
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE RELATIONSHIP WITH PI BETA PHI FRATERNITY HOUSING CORPORATION IS DISCLOSED AT PART II FOR INFORMATIONAL PURPOSES DESPITE THE FACT THAT THE RELATIONSHIP ARGUABLY MAY NOT MEET THE REQUIREMENTS FOR REQUIRED REPORTING. OTHER RELATED ENTITIES ARE INCLUDED IN THE GROUP RULING.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R, PART II
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0185161
IRS990/TotalAssetsEOYAmt070901
IRS990/TotalAssetsGrp/BOYAmt0185161
IRS990/TotalAssetsGrp/EOYAmt070901
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0313
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0799663
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt06349
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt06349
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0185161
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt064552
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0676623
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02118
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0676623
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0679054
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0185161
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt070901
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01154 TOWN COUNTRY COMMONS DR
IRS990/USAddress/CityNm0TOWN COUNTRY
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd063017
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0UCF.PIBETAPHI.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICAH RICHARDSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SR DIRECTOR OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum06362560680
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PI BETA PHI FRATERNITY FLORIDA EPSILON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PIBE
ReturnHeader/Filer/EIN0592029827
ReturnHeader/Filer/PhoneNum06362560680
ReturnHeader/Filer/USAddress/AddressLine1Txt01154 TOWN COUNTRY COMMONS DR
ReturnHeader/Filer/USAddress/CityNm0TOWN COUNTRY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063017
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431305800
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UHY ADVISORS MIDWEST INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015 SUNNEN DRIVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0631433819
ReturnHeader/PreparerPersonGrp/PhoneNum03146151200
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENISE PISCIOTTA
ReturnHeader/ReturnTs02024-05-14T09:10:17-05:00
ReturnHeader/ReturnTypeCd0990

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$8.03$7.22$0.81
2023Detailed filing. Detailed filing data is available for this year.$0.71$0.06$0.65$6.79$8.00$1.21
2022Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$6.38$7.39$1.00
2021Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$4.09$5.31$1.22
2020Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$1.59$2.19$0.60
2019Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$1.95$3.10$1.15
2018Detailed filing. Detailed filing data is available for this year.$5.86$0.03$5.82$3.09$2.40$0.69
2017Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$3.93$3.38$0.55
2016Detailed filing. Detailed filing data is available for this year.$4.63$0.04$4.58$4.19$4.87$0.68
2015Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$4.65$3.76$0.89
2014Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$3.85$3.23$0.62
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.76$0.01$3.76$3.63
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.97$0.01$3.96$3.48
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.47$0.04$3.42$5.06