Civic Intelligence

Pi Beta Phi Fraternity Kentucky Beta Chapter

990 • Fiscal year 2017 • EIN 61-0581695

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 05, 2017

409 Columbia AvenueLexington, KY 40508

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

39th percentile

0.01x

Higher debt load relative to assets than 39% of similar nonprofits.

2017 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

40th percentile

0.02x

Higher debt load relative to revenue than 40% of similar nonprofits.

2017 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2017

Net Margin

73rd percentile

15%

Higher net margin than 73% of similar nonprofits.

2017 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2017

Asset Growth

78th percentile

11%

Faster asset growth than 78% of similar nonprofits.

2017 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

18th percentile

-8.3%

Faster revenue growth than 18% of similar nonprofits.

2017 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$668,338

Up $66,367 (+11%) from 2016

Net Assets

Up

$658,903

Up $66,308 (+11%) from 2016

Liabilities

Up

$9,435

Up $59 (+0.6%) from 2016

Revenue

Down

$441,760

Down $39,736 (-8.3%) from 2016

Expenses

Down

$375,452

Down $72,178 (-16%) from 2016

Net Income

Up

$66,308

Up $32,442 (+96%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $267,570Liabilities 2011: $2,338Net Assets 2011: $265,2322011Assets 2012: $314,073Liabilities 2012: $10,753Net Assets 2012: $303,3202012Assets 2013: $388,943Liabilities 2013: $9,522Net Assets 2013: $379,4212013Assets 2014: $484,175Liabilities 2014: $9,322Net Assets 2014: $474,8532014Assets 2015: $568,129Liabilities 2015: $9,400Net Assets 2015: $558,7292015Assets 2016: $601,971Liabilities 2016: $9,376Net Assets 2016: $592,5952016Assets 2017: $668,338Liabilities 2017: $9,435Net Assets 2017: $658,9032017Assets 2018: $741,616Liabilities 2018: $3,336Net Assets 2018: $738,2802018Assets 2019: $773,800Liabilities 2019: $811Net Assets 2019: $772,9892019Assets 2020: $755,802Liabilities 2020: $1,689Net Assets 2020: $754,1132020Assets 2021: $762,814Liabilities 2021: $0Net Assets 2021: $762,8142021Assets 2022: $719,455Liabilities 2022: $12,552Net Assets 2022: $706,9032022Assets 2023: $631,674Liabilities 2023: $36,549Net Assets 2023: $595,1252023Assets 2024: $646,280Liabilities 2024: $12,552Net Assets 2024: $633,7282024

Highlighted filing

2017

Assets$668,338
Liabilities$9,435
Net Assets$658,903

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $514,8662011Expenses 2012: $291,8892012Expenses 2013: $305,3182013Revenue 2014: $427,504Expenses 2014: $332,072Net Income 2014: $95,4322014Revenue 2015: $479,570Expenses 2015: $395,694Net Income 2015: $83,8762015Revenue 2016: $481,496Expenses 2016: $447,630Net Income 2016: $33,8662016Revenue 2017: $441,760Expenses 2017: $375,452Net Income 2017: $66,3082017Revenue 2018: $461,039Expenses 2018: $381,662Net Income 2018: $79,3772018Revenue 2019: $458,350Expenses 2019: $423,641Net Income 2019: $34,7092019Revenue 2020: $305,267Expenses 2020: $324,143Net Income 2020: -$18,8762020Revenue 2021: $552,325Expenses 2021: $543,624Net Income 2021: $8,7012021Revenue 2022: $537,696Expenses 2022: $593,607Net Income 2022: -$55,9112022Revenue 2023: $545,933Expenses 2023: $657,711Net Income 2023: -$111,7782023Revenue 2024: $732,661Expenses 2024: $694,058Net Income 2024: $38,6032024

Highlighted filing

2017

Revenue$441,760
Expenses$375,452
Net Income$66,308
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 5, 2017
Return Version
2016v3.1
Gross Receipts
$443,640
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$591,409$656,682▲ $65,273
Accounts Receivable$9,930$11,192▲ $1,262
Cash and Non-Interest-Bearing Accounts$632$464▼ $168
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$601,971$668,338▲ $66,367
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$9,000$9,400▲ $400
Accounts Payable and Accrued Expenses$376$35▼ $341
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$9,376$9,435▲ $59
Net Assets / Fund Balance
Unrestricted Net Assets$592,595$658,903▲ $66,308
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$592,595$658,903▲ $66,308
Total Liabilities and Net Assets / Fund Balance$601,971$668,338▲ $66,367
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kourtney Wahl 2017Chapter President
Meredith Bickett 2016Chapter President
Kylie Dougherty 2017VP Administration
Rebecca Edwins 2016VP Administration
Abby Hamilton 2016VP Communications
Hannah Went 2017VP Communications
Jordan Labroo 2017VP Event Planning
Meghan Greer 2016VP Event Planning
Abigail Klyczek 2017VP Finance
Chandler Coomes 2016VP Finance
Madison Roy 2017VP Fraternity Development
Maggie Nace 2016VP Fraternity Development
Jazmyne Johnson 2016VP Housing
Madison Stewart 2017VP Housing
Claire Law 2017VP Member Development
Darcey Wilkinson 2016VP Member Development
Mallory Bickett 2016VP Membership
Rebecca Francow 2017VP Membership
Alyssa Young 2017VP Philanthropy
Kourney Wahl 2016VP Philanthropy
Revenue and Support

Revenue Composition

Contributions and Grants
$482
Program Service Revenue
$439,024
Investment Income
$1,186
Other Revenue
$1,068
All Other Contributions
$482
Change in Net Assets
$66,308
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$359,891
Grants and Similar Amounts Paid$15,561
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$143,240
Fees for Services Other---$24,086
Advertising---$21,268
Grants to Domestic Orgs---$15,561
Information Technology---$11,375
Office Expenses---$10,864
Conferences and Meetings---$6,688
Insurance---$5,799
Fees for Services Accounting---$3,550
Other Expenses---$998
Total Functional Expenses$0$0$0$375,452
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pi Beta Phi FoundationTown Country, MO501(c)(3)Charitable$15,561
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$2,948
Fundraising Direct Expenses$1,880
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$9,400
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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 11:

The vice president of finance, 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 Kentucky Beta Chapter
EIN
61-0581695
In Care Of
% VP OF FINANCE
Phone
6362560680
Address
409 Columbia Avenue, Lexington, KY 40508

Signing Officer

Name
Abigail Klyczek
Title
VP of Finance
Phone
6362560680
Signed
2017-10-05

Organization Details

Principal Officer
Kourtney Wahl
Formed
1962
Legal Domicile
Ky
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
285

Preparer

Firm
Bdo USA Llp
Address
101 S HANLEY RD STE 800, ST LOUIS, MO 63105
Preparer
Mary Jane Pieroni CPA
Phone
3148891100
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chapter President
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP Member Development
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP Fraternity Development
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP Membership
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP Administration
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP Philanthropy
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP Communications
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP Event Planning
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP Housing
IRS990/Form990PartVIISectionAGrp/TitleTxt10Chapter President
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP Member Development
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP Fraternity Development
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP Membership
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP Administration
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP Philanthropy
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP Communications
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP Event Planning
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP Housing
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IRS990/Form990TFiledInd0true
IRS990/FormationYr01962
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IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
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IRS990/FundraisingGrossIncomeAmt02948
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IRS990/GrantsToOrganizationsInd0true
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IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupExemptionNum00544
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IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InsuranceGrp/TotalAmt05799
IRS990/IntangibleAssetsGrp/BOYAmt00
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
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IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
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IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
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IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0592595
IRS990/NetAssetsOrFundBalancesEOYAmt0658903
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt01068
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt01068
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0true
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IRS990/OfficeExpensesGrp/TotalAmt010864
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IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt00
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IRS990/OtherExpensesGrp/Desc0CHAPTER PROGRAMMING
IRS990/OtherExpensesGrp/Desc1SPECIAL ASSESSMENTS
IRS990/OtherExpensesGrp/Desc2ENTERTAINMENT & SOCIAL
IRS990/OtherExpensesGrp/Desc3BAD DEBT
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IRS990/OtherExpensesGrp/TotalAmt151275
IRS990/OtherExpensesGrp/TotalAmt220398
IRS990/OtherExpensesGrp/TotalAmt3998
IRS990/OtherLiabilitiesGrp/BOYAmt09000
IRS990/OtherLiabilitiesGrp/EOYAmt09400
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
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IRS990/PrincipalOfficerNm0Kourtney Wahl
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IRS990/PYGrantsAndSimilarPaidAmt020049
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IRS990/PYOtherExpensesAmt0427581
IRS990/PYOtherRevenueAmt03374
IRS990/PYProgramServiceRevenueAmt0477553
IRS990/PYRevenuesLessExpensesAmt033866
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0447630
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0481496
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt066308
IRS990/RelatedEntityInd0true
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IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.46$0.13$6.34$7.33$6.94$0.39
2023Summary only. Only limited summary data is available for this year.$6.32$0.37$5.95$5.46$6.58$1.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.19$0.13$7.07$5.38$5.94$0.56
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.63$0.00$7.63$5.52$5.44$0.09
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.56$0.02$7.54$3.05$3.24$0.19
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.74$0.01$7.73$4.58$4.24$0.35
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.42$0.03$7.38$4.61$3.82$0.79
2017Detailed filing. Detailed filing data is available for this year.$6.68$0.09$6.59$4.42$3.75$0.66
2016Detailed filing. Detailed filing data is available for this year.$6.02$0.09$5.93$4.81$4.48$0.34
2015Summary only. Only limited summary data is available for this year.$5.68$0.09$5.59$4.80$3.96$0.84
2014Detailed filing. Detailed filing data is available for this year.$4.84$0.09$4.75$4.28$3.32$0.95
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.89$0.10$3.79$3.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.14$0.11$3.03$2.92
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.68$0.02$2.65$5.15