Civic Intelligence

Pi Beta Phi Fraternity Louisiana Alpha Chapter

990 • Fiscal year 2017 • EIN 72-0595156

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 02, 2017

7014 Zimpel StreetNew orleans, LA 70118

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

Higher debt load relative to revenue than 55% of similar nonprofits.

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

Net Margin

61st percentile

7.0%

Higher net margin than 61% 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

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

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

Revenue Growth

24th percentile

-10%

Faster revenue growth than 24% of similar nonprofits.

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

Assets

Up

$187,063

Up $20,166 (+12%) from 2016

Net Assets

Up

$186,743

Up $20,176 (+12%) from 2016

Liabilities

Down

$320

Down $10 (-3.0%) from 2016

Revenue

Down

$289,237

Down $33,237 (-10%) from 2016

Expenses

Down

$269,061

Down $11,310 (-4.0%) from 2016

Net Income

Down

$20,176

Down $21,927 (-52%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $89,100Liabilities 2011: $0Net Assets 2011: $89,1002011Assets 2012: $119,292Liabilities 2012: $13,125Net Assets 2012: $106,1672012Assets 2013: $73,864Liabilities 2013: $19,500Net Assets 2013: $54,3642013Assets 2014: $112,263Liabilities 2014: $36,750Net Assets 2014: $75,5132014Assets 2015: $124,835Liabilities 2015: $371Net Assets 2015: $124,4642015Assets 2016: $166,897Liabilities 2016: $330Net Assets 2016: $166,5672016Assets 2017: $187,063Liabilities 2017: $320Net Assets 2017: $186,7432017Assets 2018: $189,995Liabilities 2018: $320Net Assets 2018: $189,6752018Assets 2019: $195,340Liabilities 2019: $1,284Net Assets 2019: $194,0562019Assets 2020: $253,824Liabilities 2020: $1,111Net Assets 2020: $252,7132020Assets 2021: $254,184Liabilities 2021: $29,390Net Assets 2021: $224,7942021Assets 2022: $219,415Liabilities 2022: $0Net Assets 2022: $219,4152022Assets 2023: $267,668Liabilities 2023: $0Net Assets 2023: $267,6682023Assets 2024: $281,946Liabilities 2024: $0Net Assets 2024: $281,9462024

Highlighted filing

2017

Assets$187,063
Liabilities$320
Net Assets$186,743

Operations Trend

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

$400K$200K$0-$200KExpenses 2011: $264,8962011Expenses 2012: $217,6862012Expenses 2013: $253,6132013Revenue 2014: $259,975Expenses 2014: $238,826Net Income 2014: $21,1492014Revenue 2015: $279,569Expenses 2015: $230,618Net Income 2015: $48,9512015Revenue 2016: $322,474Expenses 2016: $280,371Net Income 2016: $42,1032016Revenue 2017: $289,237Expenses 2017: $269,061Net Income 2017: $20,1762017Revenue 2018: $280,679Expenses 2018: $277,747Net Income 2018: $2,9322018Revenue 2019: $303,637Expenses 2019: $299,256Net Income 2019: $4,3812019Revenue 2020: $310,958Expenses 2020: $252,301Net Income 2020: $58,6572020Revenue 2021: $181,628Expenses 2021: $209,547Net Income 2021: -$27,9192021Revenue 2022: $386,128Expenses 2022: $391,507Net Income 2022: -$5,3792022Revenue 2023: $392,354Expenses 2023: $344,101Net Income 2023: $48,2532023Revenue 2024: $362,866Expenses 2024: $348,588Net Income 2024: $14,2782024

Highlighted filing

2017

Revenue$289,237
Expenses$269,061
Net Income$20,176
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 2, 2017
Return Version
2016v3.1
Gross Receipts
$289,328
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$87,900$88,528▲ $628
Cash and Non-Interest-Bearing Accounts$70,442$70,773▲ $331
Accounts Receivable$8,555$27,762▲ $19,207
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$166,897$187,063▲ $20,166
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$330$0▼ $330
Other Liabilities$0$320▲ $320
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$330$320▼ $10
Net Assets / Fund Balance
Unrestricted Net Assets$166,567$186,743▲ $20,176
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$166,567$186,743▲ $20,176
Total Liabilities and Net Assets / Fund Balance$166,897$187,063▲ $20,166
Compensation and Service Providers

Board Members and Trustees

NameTitle
Avery Gebhardt 2017Chapter President
Rose Polins 2016Chapter President
Lucille Harrison 2017VP Administration
Megan Roberts 2016VP Administration
Julia Bromberg 2017VP Communications
Samantha Albert 2016VP Communications
Haley Garrison 2016VP Event Planning
Samantha Tobin 2017VP Event Planning
Haley Fradkin 2016VP Finance
Lauren Drooks 2017VP Finance
Anne Taylor 2016VP Fraternity Development
Delaney Konert-Edison 2017VP Fraternity Development
Morgan Baker 2017VP Housing
Rachel Barlow 2016VP Housing
Emily Sussman 2016VP Member Development
Rose Goodman 2017VP Member Development
Ariel Mor 2016VP Membership
Hannah Friedland 2017VP Membership
Rebecca Villalpando 2016VP Philanthropy
Victoria Lozano 2017VP Philanthropy
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$288,835
Investment Income
$9
Other Revenue
$393
Change in Net Assets
$20,176
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$258,741
Grants and Similar Amounts Paid$10,320
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$64,637
Advertising---$24,141
Fees for Services Other---$12,878
Grants to Domestic Orgs---$10,320
Conferences and Meetings---$7,855
Information Technology---$7,500
Fees for Services Accounting---$3,550
Insurance---$3,422
Office Expenses---$1,072
Other Expenses---$148
Total Functional Expenses$0$0$0$269,061
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pi Beta Phi FoundationTown Country, MO501(c)(3)Charitable$10,320
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$484
Fundraising Direct Expenses$91
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
Due to Members$320
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 Louisiana Alpha
EIN
72-0595156
In Care Of
% VP OF FINANCE
Phone
6362560680
Address
7014 Zimpel Street, New orleans, LA 70118

Signing Officer

Name
Lauren Drooks
Title
VP of Finance
Phone
6362560680
Signed
2017-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Avery Gebhardt
Formed
1891
Legal Domicile
La
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
37

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/PersonNm13Lauren Drooks 2017
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IRS990/Form990PartVIISectionAGrp/PersonNm18Samantha Tobin 2017
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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.$2.82$0.00$2.82$3.63$3.49$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$3.92$3.44$0.48
2022Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$3.86$3.92$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.54$0.29$2.25$1.82$2.10$0.28
2020Detailed filing. Detailed filing data is available for this year.$2.54$0.01$2.53$3.11$2.52$0.59
2019Detailed filing. Detailed filing data is available for this year.$1.95$0.01$1.94$3.04$2.99$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$2.81$2.78$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$2.89$2.69$0.20
2016Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$3.22$2.80$0.42
2015Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.24$2.80$2.31$0.49
2014Detailed filing. Detailed filing data is available for this year.$1.12$0.37$0.76$2.60$2.39$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.20$0.54$2.54
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.13$1.06$2.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.00$0.89$2.65