Civic Intelligence

Pi Kappa Phi Fraternity

990EZ • Fiscal year 2020 • EIN 81-3847884

Jan 01, 2020 to Dec 31, 2020 • Filed on May 08, 2021

Organization ProfileWWW.CALPOLY.EDU
740 W Foothill BlvdSan Luis Obispo, CA 93405

(925) 550-8938

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

84th percentile

24%

Higher net margin than 84% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

75th percentile

18%

Faster asset growth than 75% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

44th percentile

-19%

Faster revenue growth than 44% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$108,416

Up $16,296 (+18%) from 2019

Net Assets

Up

$108,416

Up $16,296 (+18%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin84th percentile

Revenue

Down

$67,019

Down $15,865 (-19%) from 2019

Expenses

Up

$50,723

Up $4,832 (+11%) from 2019

Net Income

Down

$16,296

Down $20,697 (-56%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$200K$150K$100K$50K$0Assets 2018: $55,127Net Assets 2018: $55,1272018Assets 2019: $92,120Net Assets 2019: $92,1202019Assets 2020: $108,416Net Assets 2020: $108,4162020Assets 2021: $138,564Net Assets 2021: $138,5642021Assets 2022: $185,700Net Assets 2022: $185,7002022Assets 2023: $31,305Net Assets 2023: $31,3052023Assets 2024: $23,673Net Assets 2024: $23,6732024

Highlighted filing

2020

Assets$108,416
Liabilities-
Net Assets$108,416
Open 2020 Filing

Operations Trend

Revenue Growth44th percentile

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

$150K$100K$50K$0-$50KRevenue 2018: $71,352Expenses 2018: $41,999Net Income 2018: $29,3532018Revenue 2019: $82,884Expenses 2019: $45,891Net Income 2019: $36,9932019Revenue 2020: $67,019Expenses 2020: $50,723Net Income 2020: $16,2962020Revenue 2021: $70,471Expenses 2021: $40,323Net Income 2021: $30,1482021Revenue 2022: $93,411Expenses 2022: $46,275Net Income 2022: $47,1362022Revenue 2023: $107,360Expenses 2023: $103,975Net Income 2023: $3,3852023Revenue 2024: $116,816Expenses 2024: $124,448Net Income 2024: -$7,6322024

Highlighted filing

2020

Revenue$67,019
Expenses$50,723
Net Income$16,296
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 8, 2021
Return Version
2020v4.0
Gross Receipts
$67,019
Mission and Program Overview

Mission

To create an uncommon and lifelong brotherhood that develops leaders and encourages service to others for the betterment of our communities.

The mission of pi kappa phi is to create an uncommon and lifelong brotherhood that develops leaders and encourages service to others for the betterment of our communities.

Program Services

DescriptionGrantsExpenses
PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS - TOTAL OF 84 MEMBERS FOR THE YEAR.--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RYAN GREWOHLPresident-$0--
CONNOR SMYTHVice Preside-$0--
KYLE MCGRATHTreasurer-$0--
TYLER CLYDESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Pi Kappa Phi Fraternity
EIN
81-3847884
Phone
9255508938
Address
740 W FOOTHILL BLVD, SAN LUIS OBISPO, CA 93405

Signing Officer

Name
Kyle Mcgrath
Title
Treasurer
Phone
9255508938
Signed
2021-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Elizabeth Brewer
Phone
2057587754
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses chapter due & fees 17,081 chapter operations 1,621 total 18,702”

Form 990-ez, Part III

“The mission of pi kappa phi is to create an uncommon and lifelong brotherhood that develops leaders and encourages service to others for the betterment of our communities.”

Raw XML Appendix103 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0RYAN GREWOHL
CompensationExplanation/CompensationExplanationGrp/PersonNm1CONNOR SMYTH
CompensationExplanation/CompensationExplanationGrp/PersonNm2KYLE MCGRATH
CompensationExplanation/CompensationExplanationGrp/PersonNm3TYLER CLYDE
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KYLE MCGRATH
IRS990EZ/BooksInCareOfDetail/PhoneNum09255508938
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01282 SUNRISE RIDGE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAFAYETTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094549
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt092120
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0108416
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016296
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06246
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt092120
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0108416
IRS990EZ/GrossReceiptsAmt067019
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt029195
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt092120
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0108416
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt092120
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0108416
IRS990EZ/OccupancyRentUtltsAndMaintAmt025775
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RYAN GREWOHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CONNOR SMYTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KYLE MCGRATH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TYLER CLYDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt018702
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF PI KAPPA PHI IS TO CREATE AN UNCOMMON AND LIFELONG BROTHERHOOD THAT DEVELOPS LEADERS AND ENCOURAGES SERVICE TO OTHERS FOR THE BETTERMENT OF OUR COMMUNITIES.
IRS990EZ/ProgramServiceRevenueAmt067019
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS - TOTAL OF 84 MEMBERS FOR THE YEAR.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050723
IRS990EZ/TotalRevenueAmt067019
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CALPOLY.EDU
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CHAPTER DUE & FEES 17,081 CHAPTER OPERATIONS 1,621 TOTAL 18,702
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MISSION OF PI KAPPA PHI IS TO CREATE AN UNCOMMON AND LIFELONG BROTHERHOOD THAT DEVELOPS LEADERS AND ENCOURAGES SERVICE TO OTHERS FOR THE BETTERMENT OF OUR COMMUNITIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KYLE MCGRATH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09255508938
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PI KAPPA PHI FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0KAPPA PI
ReturnHeader/Filer/BusinessNameControlTxt0PIKA
ReturnHeader/Filer/EIN0813847884
ReturnHeader/Filer/PhoneNum09255508938
ReturnHeader/Filer/USAddress/AddressLine1Txt0740 W FOOTHILL BLVD
ReturnHeader/Filer/USAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093405
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEK RESOURCE SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354031880
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH BREWER
ReturnHeader/ReturnTs02021-05-10T09:32:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KYLE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCGRATH
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$108,416
Liabilities
-
Net assets
$108,416
Revenue
$67,019
Expenses
$50,723
Net income
$16,296
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.24$0.24$1.17$1.24$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.31$0.31$1.07$1.04$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.86$1.86$0.93$0.46$0.47
2021Detailed filing. Detailed filing data is available for this year.$1.39$1.39$0.70$0.40$0.30
2020Detailed filing. Detailed filing data is available for this year.$1.08$1.08$0.67$0.51$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.92$0.92$0.83$0.46$0.37
2018Detailed filing. Detailed filing data is available for this year.$0.55$0.55$0.71$0.42$0.29