Civic Intelligence

Pi Kappa Alpha Fraternity Beta Zeta Southern Methodist University

EIN 75-0810151 • 501(c)7 • Dallas, TX

Profile

The fraternity is a local chapter of a national collegiate social fraternity, for which purpose is to provide meals, housing and social programs for the local social fraternity members.

3035 Dyer StDallas, TX 75205

smupikes.org

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

95th percentile

58%

Higher net margin than 95% of similar nonprofits.

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

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

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

Asset Growth

99th percentile

383%

Faster asset growth than 99% of similar nonprofits.

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

Revenue Growth

19th percentile

-22%

Faster revenue growth than 19% of similar nonprofits.

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

Assets

Up

$211,244

Up $167,502 (+383%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Up

$211,244

Up $167,502 (+383%) from 2016

Revenue

Down

$287,360

Down $80,515 (-22%) from 2016

Expenses

Down

$119,859

Down $343,253 (-74%) from 2016

Net Income

Up

$167,501

Up $262,738 (+276%) from 2016

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $20,582Liabilities 2011: $0Net Assets 2011: $20,5822011Assets 2012: $25,361Liabilities 2012: $0Net Assets 2012: $25,3612012Assets 2013: $31,863Liabilities 2013: $0Net Assets 2013: $31,8632013Assets 2014: $74,140Liabilities 2014: $0Net Assets 2014: $74,1402014Assets 2016: $43,742Liabilities 2016: $0Net Assets 2016: $43,7422016Assets 2017: $211,244Liabilities 2017: $0Net Assets 2017: $211,2442017

Highlighted filing

2017

Assets$211,244
Liabilities$0
Net Assets$211,244

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $276,490Expenses 2011: $315,279Net Income 2011: -$38,7892011Expenses 2012: $207,9962012Revenue 2013: $307,272Expenses 2013: $300,770Net Income 2013: $6,5022013Revenue 2014: $357,720Expenses 2014: $315,443Net Income 2014: $42,2772014Revenue 2016: $367,875Expenses 2016: $463,112Net Income 2016: -$95,2372016Revenue 2017: $287,360Expenses 2017: $119,859Net Income 2017: $167,5012017

Highlighted filing

2017

Revenue$287,360
Expenses$119,859
Net Income$167,501

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 7, 2018
Return Version
2016v3.0
Gross Receipts
$287,360
Mission and Program Overview

Mission

The fraternity is a local chapter of a national collegiate social fraternity, for which purpose is to provide meals, housing and social programs for the local social fraternity members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$43,742$211,244▲ $167,502
Accounts Receivable$6,000$169,530▲ $163,530
Cash and Non-Interest-Bearing Accounts$37,742$41,714▲ $3,972
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$43,742$211,244▲ $167,502
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$43,742$211,244▲ $167,502
Total Liabilities and Net Assets / Fund Balance$43,742$211,244▲ $167,502
Compensation and Service Providers

Board Members and Trustees

NameTitle
Connor StewartBrotherhood Chairman
Paul FlynnPresident
Timothy BartonExternal Vice President
Robert WesterfieldInternal Vice President
Jordan FrankHealth & Safety Officer
Kevin CramerSecretary
Thomas SchallnerSergeant at Arms
Johnny BlumbergTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$287,360
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$167,501
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$119,859
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$13,672
Conferences and Meetings---$1,000
Travel---$700
Fees for Services Accounting---$431
Total Functional Expenses$0$0$0$119,859
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section B, line 11B

The ORGANIZATION's form 990 is prepared by a certified public accountant experienced in the area of non-profit taxation. The BOARD MAKES A CURSORY review of the return to make sure no material omissions or misstatements are made on the return before it is filed. Once approved, the RETURN is signed by an authorized agent and filed.

Form 990, Part VI, Section C, line 19

upon request, wtihin one week of request.

Filing and Contact Details

Filer

Filer Name
Pi Kappa Alpha Fraternity - Beta Zeta
EIN
75-0810151
Phone
5623104737
Address
3035 Dyer St, Dallas, TX 75205

Signing Officer

Name
Johnny Blumberg
Title
Treasurer
Phone
5623104737
Signed
2018-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Johnny Blumberg
Formed
1916
Legal Domicile
TX
Voting Board Members
82
Independent Board Members
82
Employees
0
Volunteers
0

Preparer

Firm
Robinson Grimes & Company PC
Address
PO Box 4299, Columbus, GA 31914
Preparer
Kristine P Braxton CPA
Phone
7063245435
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)7 • <$500k nonprofits