Civic Intelligence

Trustees of Oklahoma Alpha Chapter of Pi Beta Phi Inc

EIN 73-0589378 • 501(c)7 • Norman, OK

Profile

To mutually encourage and assist members in social, mental and moral advancement as well as enable alumni members of pi beta phi to continue in various membership roles.

629 24th Ave SWNorman, OK 73069
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)7 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)7 • $1M-$5M nonprofits • Source year 2025

Net Margin

23rd percentile

-3.8%

Higher net margin than 23% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

501(c)7 • $1M-$5M nonprofits • Source year 2025

Asset Growth

25th percentile

-2.8%

Faster asset growth than 25% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

93rd percentile

54%

Faster revenue growth than 93% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$1,475,565

Down $42,523 (-2.8%) from 2024

Liabilities

Down

$0

Down $5,762 (-100%) from 2024

Net Assets

Down

$1,475,565

Down $36,761 (-2.4%) from 2024

Revenue

Up

$974,721

Up $343,822 (+54%) from 2024

Expenses

Up

$1,011,482

Up $316,397 (+46%) from 2024

Net Income

Up

-$36,761

Up $27,425 (+43%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,454,367Liabilities 2010: $205,104Net Assets 2010: $1,249,2632010Assets 2011: $1,590,115Liabilities 2011: $141,790Net Assets 2011: $1,448,3252011Assets 2012: $1,620,151Liabilities 2012: $76,972Net Assets 2012: $1,543,1792012Assets 2013: $1,678,581Liabilities 2013: $8,667Net Assets 2013: $1,669,9142013Assets 2014: $1,836,991Liabilities 2014: $975Net Assets 2014: $1,836,0162014Assets 2015: $1,834,433Liabilities 2015: $963Net Assets 2015: $1,833,4702015Assets 2016: $1,718,145Liabilities 2016: $951Net Assets 2016: $1,717,1942016Assets 2017: $1,630,557Liabilities 2017: $951Net Assets 2017: $1,629,6062017Assets 2018: $1,580,897Liabilities 2018: $1,561Net Assets 2018: $1,579,3362018Assets 2019: $1,646,486Liabilities 2019: $740Net Assets 2019: $1,645,7462019Assets 2020: $1,685,787Liabilities 2020: $976Net Assets 2020: $1,684,8112020Assets 2021: $1,667,863Liabilities 2021: $2,221Net Assets 2021: $1,665,6422021Assets 2022: $1,658,899Liabilities 2022: $1,233Net Assets 2022: $1,657,6662022Assets 2023: $1,577,458Liabilities 2023: $946Net Assets 2023: $1,576,5122023Assets 2024: $1,518,088Liabilities 2024: $5,762Net Assets 2024: $1,512,3262024Assets 2025: $1,475,565Liabilities 2025: $0Net Assets 2025: $1,475,5652025

Highlighted filing

2025

Assets$1,475,565
Liabilities$0
Net Assets$1,475,565

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $419,1532010Expenses 2011: $259,9942011Expenses 2012: $295,1962012Expenses 2013: $288,7452013Revenue 2014: $451,555Expenses 2014: $285,453Net Income 2014: $166,1022014Revenue 2015: $416,422Expenses 2015: $418,968Net Income 2015: -$2,5462015Revenue 2016: $404,073Expenses 2016: $520,349Net Income 2016: -$116,2762016Revenue 2017: $436,665Expenses 2017: $524,253Net Income 2017: -$87,5882017Revenue 2018: $424,808Expenses 2018: $526,508Net Income 2018: -$101,7002018Revenue 2019: $518,750Expenses 2019: $452,340Net Income 2019: $66,4102019Revenue 2020: $465,364Expenses 2020: $426,299Net Income 2020: $39,0652020Revenue 2021: $476,994Expenses 2021: $496,163Net Income 2021: -$19,1692021Revenue 2022: $547,208Expenses 2022: $555,184Net Income 2022: -$7,9762022Revenue 2023: $517,382Expenses 2023: $619,161Net Income 2023: -$101,7792023Revenue 2024: $630,899Expenses 2024: $695,085Net Income 2024: -$64,1862024Revenue 2025: $974,721Expenses 2025: $1,011,482Net Income 2025: -$36,7612025

Highlighted filing

2025

Revenue$974,721
Expenses$1,011,482
Net Income-$36,761

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.97$1.01$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.01$1.51$0.63$0.70$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.52$0.62$0.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.66$0.00$1.66$0.55$0.56$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.00$1.67$0.48$0.50$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.00$1.68$0.47$0.43$0.04
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.00$1.65$0.52$0.45$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.42$0.53$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.44$0.52$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$0.40$0.52$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.42$0.42$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.45$0.29$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.01$1.67$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.08$1.54$0.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$0.14$1.45$0.26
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.21$1.25$0.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 2, 2026
Return Version
2024v5.0
Gross Receipts
$974,721
Mission and Program Overview

Mission

To mutually encourage and assist members in social, mental and moral advancement as well as enable alumni members of pi beta phi to continue in various membership roles.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,305,263$1,230,275▼ $74,988
Pd in Cap Srpls Land Bldg Eqp Fund$1,305,263$1,230,275▼ $74,988
Cap Stk Tr Prin Current Funds$207,063$245,290▲ $38,227
Cash and Non-Interest-Bearing Accounts$116,787$146,579▲ $29,792
Savings and Temporary Cash Investments$96,038$98,711▲ $2,673
Total Assets$1,518,088$1,475,565▼ $42,523
Liabilities
Accounts Payable and Accrued Expenses$5,762--
Total Liabilities$5,762$0▼ $5,762
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,512,326$1,475,565▼ $36,761
Total Liabilities and Net Assets / Fund Balance$1,518,088$1,475,565▼ $42,523

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,180,701$2,070,848$3,251,549
Other Land Buildings$14,574$439,986$454,560
Land$35,000-$35,000
Compensation and Service Providers

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Cavins MaintenanceConstr/mtce1839 ATCHISON DRIVE, Norman, OK 73069$384,495
Revenue and Support

Revenue Composition

Contributions and Grants
$428,000
Program Service Revenue
$542,498
Investment Income
$4,223
Other Revenue
$0
All Other Contributions
$428,000
Change in Net Assets
$-36,761
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$803,243
Professional Fundraising Fees$154,471
Salaries, Compensation, and Employee Benefits$53,768
Grants and Similar Amounts Paid$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$628,973
Fees for Services Professional Fundraising---$154,471
Depreciation Depletion---$84,266
Insurance---$52,011
Other Salaries and Wages---$49,350
Fees for Services Other---$25,131
Fees for Services Accounting---$4,550
Payroll Taxes---$4,418
Interest---$2,500
Office Expenses---$1,922
Travel---$1,201
Other Expenses---$100
Total Functional Expenses$0$0$0$1,011,482
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$154,471
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

This organization is a membership organization consisting of undergraduate members and alumnae members who participate in activities held by the chapter and house corporation.

Form 990, Page 6, Part VI, Line 7A

The officers and directors of the board are elected by a majority of the voting members.

Form 990, Page 6, Part VI, Line 8B

There are no committees that have authority to act on behalf of the governing body.

Form 990, Page 6, Part VI, Line 11B

The board looks over the form 990 and votes whether to accept or reject it.

Form 990, Page 6, Part VI, Line 12C

The organization requires its members to review the signed conflict of interest policy annually with regard to any transaction that might give rise to a conflict of interest.

Form 990, Page 6, Part VI, Line 19

The national fraternity has a web site which contains a copy of the bylaws, governing documents, and conflict of interest statement. We have open meetings and make available any documents upon request. Requests can be made to the national fraternity and to us.

Filing and Contact Details

Filer

Filer Name
Trustees of Oklahoma Alpha Chapter
EIN
73-0589378
Phone
4053605533
Address
629 24TH AVE SW, NORMAN, OK 73069

Signing Officer

Name
Mary Powell
Title
Treasurer
Phone
4053605533
Signed
2026-02-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hannah Harp
Formed
1932
Legal Domicile
Ok
Voting Board Members
8
Independent Board Members
8
Employees
1
Volunteers
8

Preparer

Firm
Gray Blodgett & Company Pllc
Address
629 24TH AVE SW, NORMAN, OK 73069-3912
Preparer
C Janese Shepard
Phone
4053605533
Raw XML Appendix323 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
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IRS990/ActivityOrMissionDesc0TO MUTUALLY ENCOURAGE AND ASSIST MEMBERS IN SOCIAL, MENTAL AND MORAL ADVANCEMENT AS WELL AS ENABLE ALUMNI MEMBERS OF PI BETA PHI TO CONTINUE IN VARIOUS MEMBERSHIP ROLES.
IRS990/AllOtherContributionsAmt0428000
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0GRAY BLODGETT COMPANY PLLC
IRS990/BooksInCareOfDetail/PhoneNum04053605533
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0629 24TH AVE SW
IRS990/BooksInCareOfDetail/USAddress/CityNm0NORMAN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd073069
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0207063
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0245290
IRS990/CashNonInterestBearingGrp/BOYAmt0116787
IRS990/CashNonInterestBearingGrp/EOYAmt0146579
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0384495
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0CAVINS MAINTENANCE
IRS990/ContractorCompensationGrp/ServicesDesc0CONSTR/MTCE
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0428000
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt04223
IRS990/CYOtherExpensesAmt0803243
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0542498
IRS990/CYRevenuesLessExpensesAmt0-36761
IRS990/CYSalariesCompEmpBnftPaidAmt053768
IRS990/CYTotalExpensesAmt01011482
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt0154471
IRS990/CYTotalRevenueAmt0974721
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IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt084266
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IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt04550
IRS990/FeesForServicesOtherGrp/TotalAmt025131
IRS990/FeesForServicesProfFundraising/TotalAmt0154471
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
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IRS990/Form990PartVIISectionAGrp/PersonNm3SHANNA FOSTER
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IRS990/Form990PartVIISectionAGrp/PersonNm5BETTY HUCKABAY
IRS990/Form990PartVIISectionAGrp/PersonNm6ASHLEY MUHMOOD
IRS990/Form990PartVIISectionAGrp/PersonNm7SALLY WIGHTMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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IRS990/FSAuditedInd0false
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IRS990/GrantsToIndividualsInd0false
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IRS990/IRPDocumentCnt04
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/Organization501cInd0X
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IRS990/OtherExpensesGrp/Desc1BANK CHARGES
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THIS ORGANIZATION IS A MEMBERSHIP ORGANIZATION CONSISTING OF UNDERGRADUATE MEMBERS AND ALUMNAE MEMBERS WHO PARTICIPATE IN ACTIVITIES HELD BY THE CHAPTER AND HOUSE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE OFFICERS AND DIRECTORS OF THE BOARD ARE ELECTED BY A MAJORITY OF THE VOTING MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD LOOKS OVER THE FORM 990 AND VOTES WHETHER TO ACCEPT OR REJECT IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION REQUIRES ITS MEMBERS TO REVIEW THE SIGNED CONFLICT OF INTEREST POLICY ANNUALLY WITH REGARD TO ANY TRANSACTION THAT MIGHT GIVE RISE TO A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE NATIONAL FRATERNITY HAS A WEB SITE WHICH CONTAINS A COPY OF THE BYLAWS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST STATEMENT. WE HAVE OPEN MEETINGS AND MAKE AVAILABLE ANY DOCUMENTS UPON REQUEST. REQUESTS CAN BE MADE TO THE NATIONAL FRATERNITY AND TO US.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY POWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04053605533
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUSTEES OF OKLAHOMA ALPHA CHAPTER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF PI BETA PHI INC
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0730589378
ReturnHeader/Filer/PhoneNum04053605533
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731352810
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRAY BLODGETT & COMPANY PLLC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0730693912
ReturnHeader/PreparerPersonGrp/PhoneNum04053605533
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C JANESE SHEPARD
ReturnHeader/ReturnTs02026-02-03T13:04:18-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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