Civic Intelligence

Pi Beta Phi Foundation for Scholarships at Smu

990 • Fiscal year 2016 • EIN 75-6025860

Sep 01, 2015 to Aug 31, 2016 • Filed on Apr 13, 2017

Organization ProfileN/A
6500 Greenville Ave Ste 320Dallas, TX 75206

(214) 692-6556

Siviq Scores

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

Liabilities / Assets

36th percentile

0.08x

Higher debt load relative to assets than 36% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

77th percentile

0.78x

Higher debt load relative to revenue than 77% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

67th percentile

8.3%

Higher net margin than 67% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

35th percentile

-1.4%

Faster asset growth than 35% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

50th percentile

2.8%

Faster revenue growth than 50% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$5,964,183

Down $86,163 (-1.4%) from 2015

Net Assets

Up

$5,495,455

Up $49,899 (+0.9%) from 2015

Liabilities

Down

$468,728

Down $136,062 (-22%) from 2015

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin67th percentile

Revenue

Up

$598,425

Up $16,409 (+2.8%) from 2015

Expenses

Up

$548,526

Up $42,473 (+8.4%) from 2015

Net Income

Down

$49,899

Down $26,064 (-34%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2016

Assets$5,964,183
Liabilities$468,728
Net Assets$5,495,455
Open 2016 Filing

Operations Trend

Revenue Growth50th 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

2016

Revenue$598,425
Expenses$548,526
Net Income$49,899
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Apr 13, 2017
Return Version
2015v3.0
Gross Receipts
$598,425
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$5,167,839$5,158,728▼ $9,111
Savings and Temporary Cash Investments$801,528$754,410▼ $47,118
Cash and Non-Interest-Bearing Accounts$80,979$51,045▼ $29,934
Total Assets$6,050,346$5,964,183▼ $86,163
Liabilities
Mortgage Notes Payable Secured by Investment Property$604,790$468,728▼ $136,062
Total Liabilities$604,790$468,728▼ $136,062
Net Assets / Fund Balance
Unrestricted Net Assets$5,445,556$5,495,455▲ $49,899
Total Net Assets Fund Balance$5,445,556$5,495,455▲ $49,899
Total Liabilities and Net Assets / Fund Balance$6,050,346$5,964,183▼ $86,163

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,024,050$1,042,651$6,066,701
Other Land Buildings$134,678$340,471$475,149
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Jamie MoorePresident
Anne BradleyAac Liason
Nancy RogersConstruction
Tish KeyHouse Interiors/mechanical
Mary Cynthia ChurchHouse Maintenance
Beth ClarkParlimentarian
Kathy KelleyScholarship
Cecilie HolmanSecretary
Kathy KelleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,880
Program Service Revenue
$590,200
Investment Income
$5,345
Other Revenue
$0
All Other Contributions
$2,880
Change in Net Assets
$49,899
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$334,314
Salaries, Compensation, and Employee Benefits$182,212
Grants and Similar Amounts Paid$32,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$181,333--$181,333
Other Salaries and Wages$169,807--$169,807
Grants to Domestic Orgs$32,000--$32,000
Interest$25,938--$25,938
Insurance$22,616--$22,616
Payroll Taxes$12,405--$12,405
Other Expenses$6,044--$6,044
All Other Expenses$5,945--$5,945
Fees for Services Accounting-$2,575-$2,575
Travel$2,400--$2,400
Total Functional Expenses$545,951$2,575$0$548,526
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
EIN
75-6025860
Phone
2146926556
Address
6500 GREENVILLE AVE STE 320, DALLAS, TX 75206

Signing Officer

Name
Jane Guerrini
Title
Treasurer
Phone
2146926556
Signed
2017-04-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jane Guerrini
Formed
1950
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
8
Employees
6
Volunteers
0

Preparer

Firm
Byron D Laakso CPA
Address
1903 CENTRAL DRIVE STE 315, BEDFORD, TX 76021
Preparer
Byron D Laakso CPA
Phone
8172677050
Raw XML AppendixShowing 400 of 408 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 142 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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IRS990/MissionDesc0THE ORGANIZATION WAS CREATED FOR THE SPECIFIC EDUCATIONAL PURPOSE OF AIDING AND ENCOURAGING FEMALE STUDENTS AT SOUTHERN METHODIST UNIVERSITY, DALLAS, TEXAS AND PARTICULARLY, 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.
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08420
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0143635
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0166235
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05345
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01316
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01761
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01058
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01544
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt011024
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0590200
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0574000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0559800
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0547400
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0517800
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02789200
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05345
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01316
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01761
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01058
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01544
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt011024
IRS990ScheduleA/InvestmentIncomeCYPct00.00370
IRS990ScheduleA/InvestmentIncomePYPct00.00330
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97790
IRS990ScheduleA/PublicSupportPY509Pct00.94250
IRS990ScheduleA/PublicSupportTotal509Amt02900805
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt02880
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt06200
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt04000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt07000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt034550
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt054630
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0593080
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0580700
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0564400
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0555820
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0661435
IRS990ScheduleA/Total509Grp/TotalAmt02955435
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0598425
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0582016
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0566161
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0556878
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0662979
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02966459
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt05024050
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01042651
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06066701
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0134678
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0340471
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0475149
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05158728
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:
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/TotalAssetsBOYAmt06050346
IRS990/TotalAssetsEOYAmt05964183
IRS990/TotalAssetsGrp/BOYAmt06050346
IRS990/TotalAssetsGrp/EOYAmt05964183
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02880
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02575
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0545951
IRS990/TotalFunctionalExpensesGrp/TotalAmt0548526
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0604790
IRS990/TotalLiabilitiesEOYAmt0468728
IRS990/TotalLiabilitiesGrp/BOYAmt0604790
IRS990/TotalLiabilitiesGrp/EOYAmt0468728
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05445556
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05495455
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0545951
IRS990/TotalProgramServiceRevenueAmt0590200
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt05345
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0590200
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0598425
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06050346
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05964183
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt02400
IRS990/TravelGrp/TotalAmt02400
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt05445556
IRS990/UnrestrictedNetAssetsGrp/EOYAmt05495455
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06500 GREENVILLE AVE STE 320
IRS990/USAddress/CityNm0DALLAS
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075206
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JANE GUERRINI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02146926556
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PI BETA PHI FOUNDATION FOR SCHOLARSHIPS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AT SMU
ReturnHeader/Filer/BusinessNameControlTxt0PIBE
ReturnHeader/Filer/EIN0756025860
ReturnHeader/Filer/PhoneNum02146926556
ReturnHeader/Filer/USAddress/AddressLine1Txt06500 GREENVILLE AVE STE 320
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075206
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813287925
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BYRON D LAAKSO CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01903 CENTRAL DRIVE STE 315
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEDFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076021

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,964,183
Liabilities
$468,728
Net assets
$5,495,455
Revenue
$598,425
Expenses
$548,526
Net income
$49,899
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. 2016 filings • 501(c)3 • $5M-$10M nonprofits