Civic Intelligence

Pi Kappa Phi Fraternity

990EZ • Fiscal year 2023 • EIN 81-3847884

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 18, 2024

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

(503) 428-2746

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

52nd percentile

3.2%

Higher net margin than 52% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

2nd percentile

-83%

Faster asset growth than 2% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

66th percentile

15%

Faster revenue growth than 66% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$31,305

Down $154,395 (-83%) from 2022

Net Assets

Down

$31,305

Down $154,395 (-83%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin52nd percentile

Revenue

Up

$107,360

Up $13,949 (+15%) from 2022

Expenses

Up

$103,975

Up $57,700 (+125%) from 2022

Net Income

Down

$3,385

Down $43,751 (-93%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2023

Assets$31,305
Liabilities-
Net Assets$31,305
Open 2023 Filing

Operations Trend

Revenue Growth66th 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

2023

Revenue$107,360
Expenses$103,975
Net Income$3,385
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 18, 2024
Return Version
2023v5.0
Gross Receipts
$107,360
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 74 MEMBERS FOR THE YEAR.--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAWYER HUDSONArchon-$0--
OWEN DONALDSONVice Archon-$0--
GABRIEL JUNGETreasurer-$0--
KEITH BINZSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Pi Kappa Phi Fraternity
EIN
81-3847884
Phone
5034282746
Address
740 W FOOTHILL BLVD, SAN LUIS OBISPO, CA 93405

Signing Officer

Name
Gabriel Junge
Title
Treasurer
Phone
5034282746
Signed
2024-10-18
Discuss with paid preparer
Yes

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Jane D Burch
Phone
8002766342
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses chapter dues & fees 26,229 chapter operations 49,421 merchant fees 3,061 financial management fees 5,849 total 84,560”

Form 990-ez, Part I, Line 20

“Chapter operations -157,780 expenses not recorded on prior year return”

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 Appendix102 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0GABRIEL JUNGE
IRS990EZ/BooksInCareOfDetail/PhoneNum05034282746
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0740 W FOOTHILL BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN LUIS OBISPO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093405
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0185700
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031305
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03385
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0425
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0185700
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031305
IRS990EZ/GrossReceiptsAmt0107360
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00424
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0185700
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031305
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0185700
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031305
IRS990EZ/OccupancyRentUtltsAndMaintAmt018990
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/PersonNm0SAWYER HUDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1OWEN DONALDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GABRIEL JUNGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KEITH BINZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-157780
IRS990EZ/OtherExpensesTotalAmt084560
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/ProgramServiceRevenueAmt0107360
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS - TOTAL OF 74 MEMBERS FOR THE YEAR.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0103975
IRS990EZ/TotalRevenueAmt0107360
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CALPOLY.EDU
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CHAPTER DUES & FEES 26,229 CHAPTER OPERATIONS 49,421 MERCHANT FEES 3,061 FINANCIAL MANAGEMENT FEES 5,849 TOTAL 84,560
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHAPTER OPERATIONS -157,780 EXPENSES NOT RECORDED ON PRIOR YEAR RETURN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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 I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GABRIEL JUNGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05034282746
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PI KAPPA PHI FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0KAPPA PI
ReturnHeader/Filer/BusinessNameControlTxt0PIKA
ReturnHeader/Filer/EIN0813847884
ReturnHeader/Filer/PhoneNum05034282746
ReturnHeader/Filer/USAddress/AddressLine1Txt0740 W FOOTHILL BLVD
ReturnHeader/Filer/USAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093405
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
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/PhoneNum08002766342
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANE D BURCH
ReturnHeader/ReturnTs02024-10-21T18:18:37-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,305
Liabilities
-
Net assets
$31,305
Revenue
$107,360
Expenses
$103,975
Net income
$3,385
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