Civic Intelligence

Pi Kappa Phi Fraternity-Beta Omicron Chapter

990EZ • Fiscal year 2016 • EIN 72-1442280

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

Nsu Box 3649Natchitoches, LA 71497

(817) 368-7510

Siviq Scores

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

Liabilities / Assets

96th percentile

0.97x

Higher debt load relative to assets than 96% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

81st percentile

0.24x

Higher debt load relative to revenue than 81% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Net Margin

25th percentile

-5.1%

Higher net margin than 25% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

79th percentile

19%

Faster asset growth than 79% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

19th percentile

-14%

Faster revenue growth than 19% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$11,098

Up $1,748 (+19%) from 2015

Net Assets

Down

$330

Down $2,257 (-87%) from 2015

Liabilities

Up

$10,768

Up $4,005 (+59%) from 2015

Revenue

Down

$44,250

Down $7,445 (-14%) from 2015

Expenses

Down

$46,507

Down $6,549 (-12%) from 2015

Net Income

Down

-$2,257

Down $896 (-66%) from 2015

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 2011: $16,861Liabilities 2011: $0Net Assets 2011: $16,8612011Assets 2012: $8,117Liabilities 2012: $0Net Assets 2012: $8,1172012Assets 2013: $7,129Liabilities 2013: $0Net Assets 2013: $7,1292013Assets 2014: $3,948Liabilities 2014: $0Net Assets 2014: $3,9482014Assets 2015: $9,350Liabilities 2015: $6,763Net Assets 2015: $2,5872015Assets 2016: $11,098Liabilities 2016: $10,768Net Assets 2016: $3302016Assets 2017: $11,981Liabilities 2017: $11,370Net Assets 2017: $6112017Assets 2018: $10,794Liabilities 2018: $10,771Net Assets 2018: $232018Assets 2019: $9,159Liabilities 2019: $8,899Net Assets 2019: $2602019Assets 2020: $9,181Liabilities 2020: $8,547Net Assets 2020: $6342020Assets 2021: $10,929Liabilities 2021: $3,945Net Assets 2021: $6,9842021

Highlighted filing

2016

Assets$11,098
Liabilities$10,768
Net Assets$330

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $79,306Expenses 2011: $69,712Net Income 2011: $9,5942011Revenue 2012: $50,679Expenses 2012: $59,423Net Income 2012: -$8,7442012Revenue 2013: $55,839Expenses 2013: $56,827Net Income 2013: -$9882013Revenue 2014: $45,429Expenses 2014: $48,610Net Income 2014: -$3,1812014Revenue 2015: $51,695Expenses 2015: $53,056Net Income 2015: -$1,3612015Revenue 2016: $44,250Expenses 2016: $46,507Net Income 2016: -$2,2572016Revenue 2017: $47,559Expenses 2017: $47,278Net Income 2017: $2812017Revenue 2018: $56,152Expenses 2018: $56,740Net Income 2018: -$5882018Revenue 2019: $61,268Expenses 2019: $61,031Net Income 2019: $2372019Revenue 2020: $48,602Expenses 2020: $48,228Net Income 2020: $3742020Revenue 2021: $33,666Expenses 2021: $27,316Net Income 2021: $6,3502021

Highlighted filing

2016

Revenue$44,250
Expenses$46,507
Net Income-$2,257
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Gross Receipts
$45,721
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
SOCIAL FRATERNAL ORGANIZATION--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS MARLBROUGHArchon-$0--
MICHAEL DAILEYChaplain-$0--
WILLIAM WELCHHistorian-$0--
CHRISTIAN FROSTPhilanthropy Chairman-$0--
MANTON CAPERSRisk Management Chairman-$0--
NOAH BAUDOINVice Archon Scholarship Chairman-$0--
JACOB TOWNSENDSecretary-$0--
DEDRICK LEWISSocial Chairman-$0--
JORDAN WILDStandards Board Chairman-$0--
JOSEPH MAGNANTreasurer-$0--
DAVID JOHNSONWarden-$0--
Filing and Contact Details

Filer

Filer Name
Pi Kappa Phi Fraternity-beta Omicron Chapter
EIN
72-1442280
Address
NSU BOX 3649, NATCHITOCHES, LA 71497

Signing Officer

Name
Joseph Magnan
Title
Treasurer
Phone
8173687510
Signed
2017-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Cynthia A Davis CPA
Address
232 Old Hwy 6 West, Natchitoches, LA 71457
Preparer
Cindy Davis
Phone
3186520544
Supplemental Narrative

Additional Explanations

General explanation attachment

Form 990-ez, part iii, primary exempt purpose - this entity serves as a fraternal organization.form 990-ez, part v, information regarding personal benefit contracts:the organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.the organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.

List of grants and similar amounts paid Part I line 10

Activity projects to help the disabled grantee ability experience street po box 241368 city, state, zip charlotte, nc 28224amount 203

Description of other expenses Part I line 16

Description amountmember activities 2,005nsu collection expenses 2,901nsu fees/dues 10,295advertising 375charitable contributions 1,724office 138photography 1,132

Description of other assets Part II line 24

Category beginning of year end of yearother current assets 6,763 10,768

Description of total liabilities Part II line 26

Category beginning of year end of yearlong-term liabilities 6,763 10,768

Raw XML Appendix172 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum08173687510
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0NSU BOX 3649
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NATCHITOCHES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd071497
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02587
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0330
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2257
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09350
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011098
IRS990EZ/FundraisingGrossIncomeAmt03193
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0203
IRS990EZ/GrossReceiptsAmt045721
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02170
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt040358
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02587
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0330
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02587
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0330
IRS990EZ/OccupancyRentUtltsAndMaintAmt027484
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THOMAS MARLBROUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL DAILEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM WELCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTIAN FROST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MANTON CAPERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NOAH BAUDOIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JACOB TOWNSEND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DEDRICK LEWIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JORDAN WILD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JOSEPH MAGNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10DAVID JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAPLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PHILANTHROPY CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4RISK MANAGEMENT CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE ARCHON SCHOLARSHIP CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SOCIAL CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8STANDARDS BOARD CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10WARDEN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06763
IRS990EZ/OtherAssetsTotalDetail/EOYAmt010768
IRS990EZ/OtherExpensesTotalAmt018570
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SOCIAL FRATERNAL ORGANIZATION
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01471
IRS990EZ/SpecialEventsNetIncomeLossAmt01722
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt06763
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046507
IRS990EZ/TotalRevenueAmt044250
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990-EZ, PART III, PRIMARY EXEMPT PURPOSE - THIS ENTITY SERVES AS A FRATERNAL ORGANIZATION.FORM 990-EZ, PART V, INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS:THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY PROJECTS TO HELP THE DISABLED GRANTEE ABILITY EXPERIENCE STREET PO BOX 241368 CITY, STATE, ZIP CHARLOTTE, NC 28224AMOUNT 203
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTMEMBER ACTIVITIES 2,005NSU COLLECTION EXPENSES 2,901NSU FEES/DUES 10,295ADVERTISING 375CHARITABLE CONTRIBUTIONS 1,724OFFICE 138PHOTOGRAPHY 1,132
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEAROTHER CURRENT ASSETS 6,763 10,768
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CATEGORY BEGINNING OF YEAR END OF YEARLONG-TERM LIABILITIES 6,763 10,768
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of total liabilities Part II line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH MAGNAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08173687510
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PI KAPPA PHI FRATERNITY-BETA OMICRON CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PIKA
ReturnHeader/Filer/EIN0721442280
ReturnHeader/Filer/USAddress/AddressLine1Txt0NSU BOX 3649
ReturnHeader/Filer/USAddress/CityNm0NATCHITOCHES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd071497
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07245912017131imaq3n4
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-11
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.217.123.225
ReturnHeader/FilingSecurityInformation/IPDt02017-05-11
ReturnHeader/FilingSecurityInformation/IPTm019:02:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810738004
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cynthia A Davis CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0232 Old Hwy 6 West
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Natchitoches
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd071457
ReturnHeader/PreparerPersonGrp/PhoneNum03186520544
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cindy Davis
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-11T15:38:25-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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