Civic Intelligence

Pi Beta Phi Foundation for Scholarships at Smu

990 • Fiscal year 2015 • EIN 75-6025860

Sep 01, 2014 to Aug 31, 2015 • Filed on Jan 12, 2016

Organization ProfileN/A
3101 Daniel AvenueDallas, TX 75205-1435

(214) 891-0822

Siviq Scores

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

Liabilities / Assets

40th percentile

0.10x

Higher debt load relative to assets than 40% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

81st percentile

1.04x

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

72nd percentile

13%

Higher net margin than 72% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

41st percentile

-1.1%

Faster asset growth than 41% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

48th percentile

2.8%

Faster revenue growth than 48% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$6,050,346

Down $65,744 (-1.1%) from 2014

Net Assets

Up

$5,445,556

Up $75,963 (+1.4%) from 2014

Liabilities

Down

$604,790

Down $141,707 (-19%) from 2014

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin72nd percentile

Revenue

Up

$582,016

Up $15,855 (+2.8%) from 2014

Expenses

Down

$506,053

Down $11,293 (-2.2%) from 2014

Net Income

Up

$75,963

Up $27,148 (+56%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,362,924Liabilities 2011: $1,296,007Net Assets 2011: $5,066,9172011Assets 2012: $6,222,135Liabilities 2012: $980,776Net Assets 2012: $5,241,3592012Assets 2013: $6,181,902Liabilities 2013: $861,124Net Assets 2013: $5,320,7782013Assets 2014: $6,116,090Liabilities 2014: $746,497Net Assets 2014: $5,369,5932014Assets 2015: $6,050,346Liabilities 2015: $604,790Net Assets 2015: $5,445,5562015Assets 2016: $5,964,183Liabilities 2016: $468,728Net Assets 2016: $5,495,4552016Assets 2017: $5,766,150Liabilities 2017: $356,233Net Assets 2017: $5,409,9172017Assets 2018: $5,422,490Liabilities 2018: $0Net Assets 2018: $5,422,4902018Assets 2019: $5,493,272Liabilities 2019: $0Net Assets 2019: $5,493,2722019Assets 2020: $5,447,954Liabilities 2020: $0Net Assets 2020: $5,447,9542020Assets 2021: $5,421,518Liabilities 2021: $0Net Assets 2021: $5,421,5182021Assets 2022: $5,454,114Liabilities 2022: $71Net Assets 2022: $5,454,0432022Assets 2023: $5,534,411Liabilities 2023: $0Net Assets 2023: $5,534,4112023Assets 2024: $5,521,710Liabilities 2024: $0Net Assets 2024: $5,521,7102024

Highlighted filing

2015

Assets$6,050,346
Liabilities$604,790
Net Assets$5,445,556
Open 2015 Filing

Operations Trend

Revenue Growth48th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $855,730Expenses 2011: $522,328Net Income 2011: $333,4022011Revenue 2012: $662,979Expenses 2012: $488,537Net Income 2012: $174,4422012Expenses 2013: $477,4592013Revenue 2014: $566,161Expenses 2014: $517,346Net Income 2014: $48,8152014Revenue 2015: $582,016Expenses 2015: $506,053Net Income 2015: $75,9632015Revenue 2016: $598,425Expenses 2016: $548,526Net Income 2016: $49,8992016Revenue 2017: $617,940Expenses 2017: $703,478Net Income 2017: -$85,5382017Revenue 2018: $651,450Expenses 2018: $638,877Net Income 2018: $12,5732018Revenue 2019: $679,903Expenses 2019: $609,121Net Income 2019: $70,7822019Revenue 2020: $713,432Expenses 2020: $758,750Net Income 2020: -$45,3182020Revenue 2021: $704,206Expenses 2021: $730,642Net Income 2021: -$26,4362021Revenue 2022: $814,184Expenses 2022: $781,659Net Income 2022: $32,5252022Revenue 2023: $880,195Expenses 2023: $799,827Net Income 2023: $80,3682023Revenue 2024: $829,501Expenses 2024: $842,202Net Income 2024: -$12,7012024

Highlighted filing

2015

Revenue$582,016
Expenses$506,053
Net Income$75,963
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Jan 12, 2016
Return Version
2014v6.0
Gross Receipts
$582,016
Mission and Program Overview

Mission

The organization was created for the specific educational purpose of aiding and encouraging female students at southern methodist university, dallas, texas and particulary, but not exclusively those who are members of the texas beta chapter of the pi beta phi fraternity, or who are pledged to become such members,(a) to achieve and maintain high scholastic standards;(b) to add to their general culture and knowledge, as well as their ability and desire to cooperate with their fellow students in promoting those things of a civic, educational, or religious nature which are for the general good of southern methodist university; and(c) to maintain themselves while attending southern methodist university.

Provide housing, scholarships and promote education for female students at smu.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,325,367$5,167,839▼ $157,528
Savings and Temporary Cash Investments$772,158$801,528▲ $29,370
Cash and Non-Interest-Bearing Accounts$18,565$80,979▲ $62,414
Total Assets$6,116,090$6,050,346▼ $65,744
Liabilities
Mortgage Notes Payable Secured by Investment Property$746,497$604,790▼ $141,707
Total Liabilities$746,497$604,790▼ $141,707
Net Assets / Fund Balance
Unrestricted Net Assets$5,369,593$5,445,556▲ $75,963
Total Net Assets Fund Balance$5,369,593$5,445,556▲ $75,963
Total Liabilities and Net Assets / Fund Balance$6,116,090$6,050,346▼ $65,744

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,017,698$890,983$5,908,681
Other Land Buildings$150,141$310,806$460,947
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Jamie MoorePresident
Jenni MitchellAac Liason
Nancy RogersConstruction
Tish KeyHouse Interiors/mechanical
Mary Cynthia ChurchHouse Maintenance
Beth ClarkParlimentarian
Lisa WoodleyScholarship
Cecilie HolmanSecretary
Kathy KelleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,700
Program Service Revenue
$574,000
Investment Income
$1,316
Other Revenue
$0
All Other Contributions
$6,700
Change in Net Assets
$75,963
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$310,625
Salaries, Compensation, and Employee Benefits$163,428
Grants and Similar Amounts Paid$32,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$186,109--$186,109
Other Salaries and Wages$152,028--$152,028
Grants to Domestic Orgs$32,000--$32,000
Insurance$21,306--$21,306
Interest$20,294--$20,294
Payroll Taxes$11,400--$11,400
Other Expenses$5,042--$5,042
All Other Expenses$3,938--$3,938
Fees for Services Accounting-$2,775-$2,775
Travel$2,400--$2,400
Total Functional Expenses$503,278$2,775$0$506,053
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Southern Methodist UniversityDallas, TX501(c)(3)Scholarships$32,000
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
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 11

“The organization's president and treasurer review the draft copy of the form 990 with the organization's accountant (paid preparer) and make the draft copy available to the governing body for review, comment, and any changes prior to its filing.”

Form 990, Part VI, Section B, Line 15

“Form 990, part vi, line 15 and form 990, part vii: the organization has no paid officers or directors.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are available to the public upon request at the organization's address.”

Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Foundation for Scholarships at Smu
EIN
75-6025860
Phone
2148910822
Address
3101 DANIEL AVENUE, DALLAS, TX 75205-1435

Signing Officer

Name
Kathy Kelley
Title
Treasurer
Phone
2148910822
Signed
2016-01-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Kelley
Formed
1950
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
8
Employees
9
Volunteers
0

Preparer

Firm
Daniel H Weaver CPA
Address
1903 CENTRAL DRIVE STE 315, BEDFORD, TX 76021
Preparer
Daniel H Weaver
Phone
8172677050
Raw XML AppendixShowing 400 of 415 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.

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IRS990/Desc0BOARDING & LIVING FACILITIES PROVIDED FOR 38 STUDENTS AND INSTRUCTION AND SUPERVISION WITH RESPECT TO CULTURAL, EDUCATIONAL, RELIGIOUS, AND CIVIC MATTERS & SUBJECTS FOR OVER 140 MEMBERS OF THE PI BETA PHI FRATERNITY TEXAS BETA CHAPTER AND STUDENTS AT SOUTHERN METHODIST UNIVERSITY. SCHOLARSHIPS WERE GRANTED TO 8 STUDENTS OF SOUTHERN METHODIST UNIVERSITY AND FUNDING WAS PROVIDED TO THE GEORGE W. BUSH INSTITUTE TO SUPPORT WOMEN'S INITIATIVE PROGRAMS.
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0143635
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0357754
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0521109
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01316
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01761
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01058
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01544
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04916
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt010595
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0574000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0559800
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0547400
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0517800
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0493060
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02692060
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01316
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01761
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01058
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01544
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04916
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt010595
IRS990ScheduleA/InvestmentIncomeCYPct00.00330
IRS990ScheduleA/InvestmentIncomePYPct00.00490
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94250
IRS990ScheduleA/PublicSupportPY509Pct00.89540
IRS990ScheduleA/PublicSupportTotal509Amt03038319
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt06200
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt04000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt07000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt034550
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0123100
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0174850
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0580700
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0564400
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0555820
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0661435
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0850814
IRS990ScheduleA/Total509Grp/TotalAmt03213169
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0582016
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0566161
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0556878
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0662979
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0855730
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03223764
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt05017698
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0890983
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05908681
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0150141
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0310806
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0460947
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05167839
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt032000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SOUTHERN METHODIST UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0750800689
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt06425 BOAZ LANE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DALLAS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd075275
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0CASH VALUE
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS IN THE FORM OF SCHOLARSHIPS ARE MADE TO SOUTHERN METHODIST UNIVERSITY. THE UNIVERSITY ADMINISTERS THE SCHOLARSHIPS. OTHER GRANTS MAY BE MADE TO QUALIFIED CHARITABLE 501(C)(3) ORGANIZATIONS THAT COMPLEMENT THE MISSION OF THE PI BETA PHI FOUNDATION FOR SCHOLARSHIPS AT SMU.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S PRESIDENT AND TREASURER REVIEW THE DRAFT COPY OF THE FORM 990 WITH THE ORGANIZATION'S ACCOUNTANT (PAID PREPARER) AND MAKE THE DRAFT COPY AVAILABLE TO THE GOVERNING BODY FOR REVIEW, COMMENT, AND ANY CHANGES PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990, PART VI, LINE 15 AND FORM 990, PART VII: THE ORGANIZATION HAS NO PAID OFFICERS OR DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S ADDRESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06116090
IRS990/TotalAssetsEOYAmt06050346
IRS990/TotalAssetsGrp/BOYAmt06116090
IRS990/TotalAssetsGrp/EOYAmt06050346
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt06700
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02775
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0503278
IRS990/TotalFunctionalExpensesGrp/TotalAmt0506053
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0746497
IRS990/TotalLiabilitiesEOYAmt0604790
IRS990/TotalLiabilitiesGrp/BOYAmt0746497
IRS990/TotalLiabilitiesGrp/EOYAmt0604790
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05369593
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05445556
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0503278
IRS990/TotalProgramServiceRevenueAmt0574000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01316
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0574000
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0582016
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06116090
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06050346
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt02400
IRS990/TravelGrp/TotalAmt02400
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt05369593
IRS990/UnrestrictedNetAssetsGrp/EOYAmt05445556
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04317 PURDUE
IRS990/USAddress/CityNm0DALLAS
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075225
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY KELLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02148910822
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PI BETA PHI FOUNDATION FOR SCHOLARSHIPS AT SMU
ReturnHeader/Filer/BusinessNameControlTxt0PIBE
ReturnHeader/Filer/EIN0756025860
ReturnHeader/Filer/PhoneNum02148910822
ReturnHeader/Filer/USAddress/AddressLine1Txt03101 DANIEL AVENUE
ReturnHeader/Filer/USAddress/CityNm0DALLAS

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,050,346
Liabilities
$604,790
Net assets
$5,445,556
Revenue
$582,016
Expenses
$506,053
Net income
$75,963
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.52$0.00$5.52$0.83$0.84$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.53$0.00$5.53$0.88$0.80$0.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.45$0.00$5.45$0.81$0.78$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.42$0.00$5.42$0.70$0.73$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.45$0.00$5.45$0.71$0.76$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.49$0.00$5.49$0.68$0.61$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.42$0.00$5.42$0.65$0.64$0.01
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.77$0.36$5.41$0.62$0.70$0.09
2016Detailed filing. Detailed filing data is available for this year.$5.96$0.47$5.50$0.60$0.55$0.05
2015Detailed filing. Detailed filing data is available for this year.$6.05$0.60$5.45$0.58$0.51$0.08
2014Detailed filing. Detailed filing data is available for this year.$6.12$0.75$5.37$0.57$0.52$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.18$0.86$5.32$0.48
2012Summary only. Only limited summary data is available for this year.$6.22$0.98$5.24$0.66$0.49$0.17
2011Summary only. Only limited summary data is available for this year.$6.36$1.30$5.07$0.86$0.52$0.33
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $5M-$10M nonprofits