Civic Intelligence

Pi Beta Zeta

990EZ • Fiscal year 2021 • EIN 84-5117437

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 01, 2023

Organization Profile
1947 Camino Vida Roble 105Carlsbad, CA 92008

(760) 505-5605

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

52nd percentile

0.00x

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

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

91st percentile

61%

Faster asset growth than 91% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

320%

Faster revenue growth than 97% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$31,341

Up $11,838 (+61%) from 2020

Net Assets

Up

$31,341

Up $11,838 (+61%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin84th percentile

Revenue

Up

$39,955

Up $30,448 (+320%) from 2020

Expenses

Up

$28,117

Up $14,037 (+100%) from 2020

Net Income

Up

$11,838

Up $16,411 (+359%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$40K$30K$20K$10K$0Assets 2020: $19,503Liabilities 2020: $0Net Assets 2020: $19,5032020Assets 2021: $31,341Liabilities 2021: $0Net Assets 2021: $31,3412021Assets 2023: $14,907Liabilities 2023: $0Net Assets 2023: $14,9072023Assets 2024: $4,300Liabilities 2024: $0Net Assets 2024: $4,3002024

Highlighted filing

2021

Assets$31,341
Liabilities$0
Net Assets$31,341
Open 2021 Filing

Operations Trend

Revenue Growth97th percentile

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

$150K$100K$50K$0-$50KRevenue 2020: $9,507Expenses 2020: $14,080Net Income 2020: -$4,5732020Revenue 2021: $39,955Expenses 2021: $28,117Net Income 2021: $11,8382021Revenue 2023: $92,950Expenses 2023: $103,583Net Income 2023: -$10,6332023Revenue 2024: $115,423Expenses 2024: $126,030Net Income 2024: -$10,6072024

Highlighted filing

2021

Revenue$39,955
Expenses$28,117
Net Income$11,838
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 1, 2023
Return Version
2021v4.2
Gross Receipts
$39,955
Mission and Program Overview

Mission

University student member organization

Program Services

DescriptionGrantsExpenses
UNIVERSITY STUDENT MEMBER ORGANIZATION$0$0
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFF WITOUSPresident, Secretary & Tre-$0--
Filing and Contact Details

Filer

Filer Name
Pi Beta Zeta
EIN
84-5117437
Phone
7605055605
Address
1947 CAMINO VIDA ROBLE 105, CARLSBAD, CA 92008

Signing Officer

Name
Jeff Witous
Title
President
Phone
7605055605
Signed
2023-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Alvarez Tax & Accounting Llp
Address
12760 HIGH BLUFF DRIVE SUITE 250, SAN DIEGO, CA 92130
Preparer
Jeffrey L Alvarez
Phone
8583689122
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: meeting expenses. Amount: 28,117.”

Raw XML Appendix94 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0JEFF WITOUS
IRS990EZ/BooksInCareOfDetail/PhoneNum07605055605
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01947 CAMINO VIDA ROBLE SUITE 105
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARLSBAD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092008
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019503
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031341
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt011838
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019503
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031341
IRS990EZ/GrossReceiptsAmt039955
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt039955
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019503
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031341
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019503
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031341
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEFF WITOUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT, SECRETARY & TRE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt028117
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0UNIVERSITY STUDENT MEMBER ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0UNIVERSITY STUDENT MEMBER ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt028117
IRS990EZ/TotalRevenueAmt039955
IRS990EZ/TypeOfOrganizationOtherDesc0NONPROFIT MUTUAL BENEFIT CORPORATION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MEETING EXPENSES. AMOUNT: 28,117.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF WITOUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07605055605
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PI BETA ZETA
ReturnHeader/Filer/BusinessNameControlTxt0PIBE
ReturnHeader/Filer/EIN0845117437
ReturnHeader/Filer/PhoneNum07605055605
ReturnHeader/Filer/USAddress/AddressLine1Txt01947 CAMINO VIDA ROBLE 105
ReturnHeader/Filer/USAddress/CityNm0CARLSBAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092008
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471854853
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALVAREZ TAX & ACCOUNTING LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012760 HIGH BLUFF DRIVE SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092130
ReturnHeader/PreparerPersonGrp/PhoneNum08583689122
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY L ALVAREZ
ReturnHeader/ReturnTs02023-11-01T19:40:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEFF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WITOUS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,341
Liabilities
$0
Net assets
$31,341
Revenue
$39,955
Expenses
$28,117
Net income
$11,838
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$1.15$1.26$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.93$1.04$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.40$0.28$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.10$0.14$0.05