Civic Intelligence

Pi Beta Phi Foundation for Scholarships at Smu

990 • Fiscal year 2018 • EIN 75-6025860

Sep 01, 2017 to Aug 31, 2018 • Filed on Jul 15, 2019

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

7th percentile

0.00x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

7th percentile

0.00x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

47th percentile

1.9%

Higher net margin than 47% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

18th percentile

-6.0%

Faster asset growth than 18% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

54th percentile

5.4%

Faster revenue growth than 54% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets7th percentile

Assets

Down

$5,422,490

Down $343,660 (-6.0%) from 2017

Net Assets

Up

$5,422,490

Up $12,573 (+0.2%) from 2017

Liabilities

Down

$0

Down $356,233 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin47th percentile

Revenue

Up

$651,450

Up $33,510 (+5.4%) from 2017

Expenses

Down

$638,877

Down $64,601 (-9.2%) from 2017

Net Income

Up

$12,573

Up $98,111 (+115%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2018

Assets$5,422,490
Liabilities$0
Net Assets$5,422,490
Open 2018 Filing

Operations Trend

Revenue Growth54th 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

2018

Revenue$651,450
Expenses$638,877
Net Income$12,573
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jul 15, 2019
Return Version
2017v2.2
Gross Receipts
$651,450
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$4,966,807$4,785,721▼ $181,086
Savings and Temporary Cash Investments$786,644$606,457▼ $180,187
Cash and Non-Interest-Bearing Accounts$12,699$30,312▲ $17,613
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$5,766,150$5,422,490▼ $343,660
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$356,233--
Total Liabilities$356,233$0▼ $356,233
Net Assets / Fund Balance
Unrestricted Net Assets$5,409,917$5,422,490▲ $12,573
Total Net Assets Fund Balance$5,409,917$5,422,490▲ $12,573
Total Liabilities and Net Assets / Fund Balance$5,766,150$5,422,490▼ $343,660

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,720,714$1,345,987$6,066,701
Other Land Buildings$65,007$410,142$475,149
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Jamie MoorePresident
Anne BradleyLiason VP Housg
Tish KeyMaint/mechanicl
Kathy KelleyScholarship
Cecilie HolmanSecretary
Jane GuerriniTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,700
Program Service Revenue
$635,350
Investment Income
$5,400
Other Revenue
$0
All Other Contributions
$10,700
Change in Net Assets
$12,573
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$398,617
Salaries, Compensation, and Employee Benefits$207,260
Grants and Similar Amounts Paid$33,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$193,059--$193,059
Depreciation Depletion$181,086--$181,086
Grants to Domestic Orgs$33,000--$33,000
Insurance$25,160--$25,160
Interest$22,958--$22,958
Payroll Taxes$14,201--$14,201
Other Expenses$8,858--$8,858
Fees for Services Other$6,244--$6,244
Travel$2,675--$2,675
Fees for Services Accounting-$2,500-$2,500
Total Functional Expenses$636,377$2,500$0$638,877
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Southern Methodist UniversityDallas, TX-Scholarships$33,000
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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, Line 11B: Form 990 Review Process

“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, Line 19: Other Organization Documents Publicly Available

“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
Signed
2019-07-15
Discuss with paid preparer
Yes

Organization Details

Formed
1950
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
6
Employees
8

Preparer

Firm
Byron D Laakso CPA
Address
500 E Front Street Ste 160-VM04, Arlington, TX 76011
Preparer
Byron D Laakso
Phone
8172677050
Raw XML AppendixShowing 400 of 440 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE HOUSING, SCHOLARSHIPS, AND PROMOTE EDUCATION FOR FEMALE STUDENTS AT SMU.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt010700
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0JANE GUERRINI
IRS990/BooksInCareOfDetail/PhoneNum02146926556
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06500 GREENVILLE AVE STE 320
IRS990/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd075206
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt012699
IRS990/CashNonInterestBearingGrp/EOYAmt030312
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt010700
IRS990/CYGrantsAndSimilarPaidAmt033000
IRS990/CYInvestmentIncomeAmt05400
IRS990/CYOtherExpensesAmt0398617
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0635350
IRS990/CYRevenuesLessExpensesAmt012573
IRS990/CYSalariesCompEmpBnftPaidAmt0207260
IRS990/CYTotalExpensesAmt0638877
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0651450
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0181086
IRS990/DepreciationDepletionGrp/TotalAmt0181086
IRS990/Desc0BOARDING & LIVING FACILITIES PROVIDED FOR 38 STUDENTS AND INSTRUCTION AND SUPERVISION WITH RESPECT TO CULTURAL, EDUCATIONAL, RELIGIOUS, AND CIVIC MATTERS & SUBJECTS FOR OVER 166 MEMBERS OF THE PI BETA PI FRATERNITY TEXAS BETA CHAPTER AND STUDENTS AT SOUTHERN METHODIST UNIVERSITY. SCHOLARSHIPS WERE GRANTED TO 11 STUDENTS OF SOUTHERN METHODIST UNIVERSITY AND FUNDING WAS PROVIDED TO THE GEORGE W. BUSH INSTITUTE TO SUPPORT WOMEN'S INITIATIVE PROGRAMS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt08
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0636377
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02500
IRS990/FeesForServicesAccountingGrp/TotalAmt02500
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt06244
IRS990/FeesForServicesOtherGrp/TotalAmt06244
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMIE MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm1KATHY KELLEY
IRS990/Form990PartVIISectionAGrp/PersonNm2CECILIE HOLMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3JANE GUERRINI
IRS990/Form990PartVIISectionAGrp/PersonNm4TISH KEY
IRS990/Form990PartVIISectionAGrp/PersonNm5ANNE BRADLEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1SCHOLARSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4MAINT/MECHANICL
IRS990/Form990PartVIISectionAGrp/TitleTxt5LIASON VP HOUSG
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01950
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt033000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt033000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt033000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0651450
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt025160
IRS990/InsuranceGrp/TotalAmt025160
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ProgramServicesAmt022958
IRS990/InterestGrp/TotalAmt022958
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt05400
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05400
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01756129
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04966807
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04785721
IRS990/LandBldgEquipCostOrOtherBssAmt06541850
IRS990/LegalDomicileStateCd0TX
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0356233
IRS990/NetAssetsOrFundBalancesBOYAmt05409917
IRS990/NetAssetsOrFundBalancesEOYAmt05422490
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0REPAIR & MAINTENACE
IRS990/OtherExpensesGrp/Desc1SECURITY
IRS990/OtherExpensesGrp/Desc2GENERAL & ADMINISTRATIVE
IRS990/OtherExpensesGrp/Desc3LANDSCAPE MAINTENACE
IRS990/OtherExpensesGrp/ProgramServicesAmt0118805
IRS990/OtherExpensesGrp/ProgramServicesAmt119764
IRS990/OtherExpensesGrp/ProgramServicesAmt210567
IRS990/OtherExpensesGrp/ProgramServicesAmt38858
IRS990/OtherExpensesGrp/TotalAmt0118805
IRS990/OtherExpensesGrp/TotalAmt119764
IRS990/OtherExpensesGrp/TotalAmt210567
IRS990/OtherExpensesGrp/TotalAmt38858
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0193059
IRS990/OtherSalariesAndWagesGrp/TotalAmt0193059
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt014201
IRS990/PayrollTaxesGrp/TotalAmt014201
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/Desc0HOUSE MAINTENANCE FEES
IRS990/ProgramServiceRevenueGrp/Desc1HOUSING RENTAL
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt074400
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1560950
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt074400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1560950
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt020979
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt028000
IRS990/PYInvestmentIncomeAmt01561
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0477900
IRS990/PYProgramServiceRevenueAmt0595400
IRS990/PYRevenuesLessExpensesAmt0-85538
IRS990/PYSalariesCompEmpBnftPaidAmt0197578
IRS990/PYTotalExpensesAmt0703478
IRS990/PYTotalRevenueAmt0617940
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt012573
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0635350
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0786644
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0606457
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt05000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt07500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt02880
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt06200
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt04000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt025580
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020979
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02880
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt045859
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04791
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01561
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05345
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01316
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01761
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt014774
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0635350
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0595400
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0590200
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0574000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0559800
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02954750
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04791
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01561
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05345
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01316
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01761
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt014774
IRS990ScheduleA/InvestmentIncomeCYPct00.00490
IRS990ScheduleA/InvestmentIncomePYPct00.00380
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98660
IRS990ScheduleA/PublicSupportPY509Pct00.98680
IRS990ScheduleA/PublicSupportTotal509Amt02975029
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt05000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt07500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt02880
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt06200
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt04000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt025580
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0646050
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0616379
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0593080
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0580700
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0564400
IRS990ScheduleA/Total509Grp/TotalAmt03000609
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0650841
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0617940
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0598425
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0582016
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0566161
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03015383
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt04720714
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01345987
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06066701
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt065007
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0410142
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0475149
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04785721
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt033000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
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/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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/ExplanationTxt1GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S ADDRESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05766150
IRS990/TotalAssetsEOYAmt05422490
IRS990/TotalAssetsGrp/BOYAmt05766150
IRS990/TotalAssetsGrp/EOYAmt05422490
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt010700
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02500
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0636377
IRS990/TotalFunctionalExpensesGrp/TotalAmt0638877
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0356233
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0356233
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05409917
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05422490
IRS990/TotalProgramServiceExpensesAmt0636377
IRS990/TotalProgramServiceRevenueAmt0635350
IRS990/TotalRevenueGrp/ExclusionAmt05400
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0635350
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0651450
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05766150
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05422490

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,422,490
Liabilities
$0
Net assets
$5,422,490
Revenue
$651,450
Expenses
$638,877
Net income
$12,573
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
2018Detailed filing. Detailed filing data is available for this year.$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. 2018 filings • 501(c)3 • $5M-$10M nonprofits