Civic Intelligence

Pi Beta Phi Fraternity Tennessee Gamma

990 • Fiscal year 2017 • EIN 62-6073955

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 28, 2017

3006 Sorority Village CircleKnoxville, TN 37916

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

61st percentile

0.01x

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

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Higher debt load relative to revenue than 56% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Net Margin

21st percentile

-8.2%

Higher net margin than 21% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Asset Growth

9th percentile

-29%

Faster asset growth than 9% of similar nonprofits.

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

Revenue Growth

21st percentile

-12%

Faster revenue growth than 21% of similar nonprofits.

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

Assets

Down

$79,110

Down $32,356 (-29%) from 2016

Net Assets

Down

$78,360

Down $27,578 (-26%) from 2016

Liabilities

Down

$750

Down $4,778 (-86%) from 2016

Revenue

Down

$334,445

Down $45,830 (-12%) from 2016

Expenses

Up

$362,023

Up $18,727 (+5.5%) from 2016

Net Income

Down

-$27,578

Down $64,557 (-175%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $42,406Liabilities 2011: $637Net Assets 2011: $41,7692011Assets 2012: $51,985Liabilities 2012: $47Net Assets 2012: $51,9382012Assets 2013: $53,213Liabilities 2013: $1,166Net Assets 2013: $52,0472013Assets 2014: $71,623Liabilities 2014: $0Net Assets 2014: $71,6232014Assets 2015: $74,359Liabilities 2015: $5,400Net Assets 2015: $68,9592015Assets 2016: $111,466Liabilities 2016: $5,528Net Assets 2016: $105,9382016Assets 2017: $79,110Liabilities 2017: $750Net Assets 2017: $78,3602017Assets 2018: $127,495Liabilities 2018: $16,976Net Assets 2018: $110,5192018Assets 2019: $186,289Liabilities 2019: $3,788Net Assets 2019: $182,5012019Assets 2020: $219,116Liabilities 2020: $18,137Net Assets 2020: $200,9792020Assets 2021: $290,087Liabilities 2021: $4,779Net Assets 2021: $285,3082021Assets 2022: $430,629Liabilities 2022: $3,529Net Assets 2022: $427,1002022Assets 2023: $418,971Liabilities 2023: $34,170Net Assets 2023: $384,8012023Assets 2024: $466,739Liabilities 2024: $3,529Net Assets 2024: $463,2102024

Highlighted filing

2017

Assets$79,110
Liabilities$750
Net Assets$78,360

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $216,0212011Revenue 2012: $97,007Expenses 2012: $86,838Net Income 2012: $10,1692012Revenue 2013: $119,416Expenses 2013: $119,307Net Income 2013: $1092013Revenue 2014: $196,697Expenses 2014: $177,121Net Income 2014: $19,5762014Revenue 2015: $241,015Expenses 2015: $243,679Net Income 2015: -$2,6642015Revenue 2016: $380,275Expenses 2016: $343,296Net Income 2016: $36,9792016Revenue 2017: $334,445Expenses 2017: $362,023Net Income 2017: -$27,5782017Revenue 2018: $209,316Expenses 2018: $177,157Net Income 2018: $32,1592018Revenue 2019: $304,095Expenses 2019: $232,113Net Income 2019: $71,9822019Revenue 2020: $260,597Expenses 2020: $242,119Net Income 2020: $18,4782020Revenue 2021: $396,846Expenses 2021: $312,517Net Income 2021: $84,3292021Revenue 2022: $548,170Expenses 2022: $406,378Net Income 2022: $141,7922022Revenue 2023: $391,290Expenses 2023: $433,589Net Income 2023: -$42,2992023Revenue 2024: $502,728Expenses 2024: $424,319Net Income 2024: $78,4092024

Highlighted filing

2017

Revenue$334,445
Expenses$362,023
Net Income-$27,578
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 28, 2017
Return Version
2016v3.1
Gross Receipts
$335,000
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$31,979$31,995▲ $16
Cash and Non-Interest-Bearing Accounts$68,632$23,803▼ $44,829
Accounts Receivable$10,855$23,312▲ $12,457
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$111,466$79,110▼ $32,356
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$5,528$750▼ $4,778
Accounts Payable and Accrued Expenses$0$0→ $0
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$5,528$750▼ $4,778
Net Assets / Fund Balance
Unrestricted Net Assets$105,938$78,360▼ $27,578
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$105,938$78,360▼ $27,578
Total Liabilities and Net Assets / Fund Balance$111,466$79,110▼ $32,356
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sarah Powley 2016Chapter President
Shelby Furer 2017Chapter President
Kristy Wakulinkski 2016VP Administration
Rachel Gerber 2017VP Administration
Cara Scott 2017VP Communications
Kelly Collier 2016VP Communications
Lisa Russel 2016VP Event Planning
Madison Sullivan 2017VP Event Planning
Bailey Callaghan 2016VP Finance
Reagan Crosby 2017VP Finance
Haley Daugherty 2016VP Fraternity Development
Tiffany Smith 2017VP Fraternity Development
Katelyn Griesmer 2017VP Housing
Rachel Hadden 2016VP Housing
Morgan Corum 2016VP Member Development
Taryn Lester 2017VP Member Development
Chandler Bolton 2017VP Membership
Elizabeth Jankowich 2016VP Membership
Kaylie Mulligan 2017VP Philanthropy
Lindsay Ricken 2016VP Philanthropy
Revenue and Support

Revenue Composition

Contributions and Grants
$300
Program Service Revenue
$330,017
Investment Income
$16
Other Revenue
$4,112
All Other Contributions
$300
Change in Net Assets
$-27,578
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$352,275
Grants and Similar Amounts Paid$9,748
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$200,642
Payments to Affiliates---$29,060
Advertising---$20,475
Fees for Services Other---$13,405
Grants to Domestic Orgs---$9,748
Information Technology---$8,150
Conferences and Meetings---$4,136
Fees for Services Accounting---$3,550
Insurance---$3,098
Office Expenses---$2,610
Other Expenses---$103
Total Functional Expenses$0$0$0$362,023
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pi Beta Phi FoundationTown Country, MO501(c)(3)Charitable$8,198
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$4,667
Fundraising Direct Expenses$555
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$750
Due to Members$0
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 Fraternity Tennessee Gamma
EIN
62-6073955
In Care Of
% VP OF FINANCE
Phone
6362560680
Address
3006 Sorority Village Circle, Knoxville, TN 37916

Signing Officer

Name
Reagan Crosby
Title
VP of finance
Phone
6362560680
Signed
2017-11-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shelby Furer
Formed
1948
Legal Domicile
Tn
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
28

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/PersonNm11Taryn Lester 2017
IRS990/Form990PartVIISectionAGrp/PersonNm12Tiffany Smith 2017
IRS990/Form990PartVIISectionAGrp/PersonNm13Reagan Crosby 2017
IRS990/Form990PartVIISectionAGrp/PersonNm14Chandler Bolton 2017
IRS990/Form990PartVIISectionAGrp/PersonNm15Rachel Gerber 2017
IRS990/Form990PartVIISectionAGrp/PersonNm16Kaylie Mulligan 2017
IRS990/Form990PartVIISectionAGrp/PersonNm17Cara Scott 2017
IRS990/Form990PartVIISectionAGrp/PersonNm18Madison Sullivan 2017
IRS990/Form990PartVIISectionAGrp/PersonNm19Katelyn Griesmer 2017
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VP Member Development
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IRS990/Form990PartVIISectionAGrp/TitleTxt3VP Finance
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IRS990/Form990PartVIISectionAGrp/TitleTxt5VP Administration
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IRS990/Form990PartVIISectionAGrp/TitleTxt7VP Communications
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IRS990/Form990PartVIISectionAGrp/TitleTxt10Chapter President
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP Member Development
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP Fraternity Development
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP Finance
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IRS990/Form990PartVIISectionAGrp/TitleTxt15VP Administration
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IRS990/Form990PartVIISectionAGrp/TitleTxt17VP Communications
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP Event Planning
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP Housing
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.67$0.04$4.63$5.03$4.24$0.78
2023Detailed filing. Detailed filing data is available for this year.$4.19$0.34$3.85$3.91$4.34$0.42
2022Detailed filing. Detailed filing data is available for this year.$4.31$0.04$4.27$5.48$4.06$1.42
2021Detailed filing. Detailed filing data is available for this year.$2.90$0.05$2.85$3.97$3.13$0.84
2020Detailed filing. Detailed filing data is available for this year.$2.19$0.18$2.01$2.61$2.42$0.18
2019Detailed filing. Detailed filing data is available for this year.$1.86$0.04$1.83$3.04$2.32$0.72
2018Detailed filing. Detailed filing data is available for this year.$1.27$0.17$1.11$2.09$1.77$0.32
2017Detailed filing. Detailed filing data is available for this year.$0.79$0.01$0.78$3.34$3.62$0.28
2016Detailed filing. Detailed filing data is available for this year.$1.11$0.06$1.06$3.80$3.43$0.37
2015Detailed filing. Detailed filing data is available for this year.$0.74$0.05$0.69$2.41$2.44$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$1.97$1.77$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.01$0.52$1.19$1.19$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.00$0.52$0.97$0.87$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.01$0.42$2.16