Civic Intelligence

Colorado Alpha of Pi Beta Phi House Association

EIN 84-6049398 • 501(c)7 • Cleveland, TN

Profile

To mutually encourage and assist memebers in

PO Box 24Cleveland, TN 37364

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

55th percentile

0.18x

Higher debt load relative to assets than 55% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.48x

Higher debt load relative to revenue than 62% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Source year 2016

Net Margin

85th percentile

27%

Higher net margin than 85% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

501(c)7 • $1M-$5M nonprofits • Source year 2015

Asset Growth

57th percentile

3.8%

Faster asset growth than 57% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

27th percentile

-1.3%

Faster revenue growth than 27% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,761,658

Up $64,004 (+3.8%) from 2015

Liabilities

Down

$325,273

Down $117,357 (-27%) from 2015

Net Assets

Up

$1,436,385

Up $181,361 (+14%) from 2015

Revenue

Down

$674,743

Down $8,729 (-1.3%) from 2015

Expenses

Up

$493,382

Up $56,816 (+13%) from 2015

Net Income

Down

$181,361

Down $65,545 (-27%) from 2015

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $937,496Liabilities 2011: $174,562Net Assets 2011: $762,9342011Assets 2012: $1,251,393Liabilities 2012: $430,057Net Assets 2012: $821,3362012Assets 2013: $1,574,126Liabilities 2013: $664,877Net Assets 2013: $909,2492013Assets 2014: $1,563,649Liabilities 2014: $563,638Net Assets 2014: $1,000,0112014Assets 2015: $1,697,654Liabilities 2015: $442,630Net Assets 2015: $1,255,0242015Assets 2016: $1,761,658Liabilities 2016: $325,273Net Assets 2016: $1,436,3852016

Highlighted filing

2016

Assets$1,761,658
Liabilities$325,273
Net Assets$1,436,385

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0Revenue 2011: $532,071Expenses 2011: $358,729Net Income 2011: $173,3422011Revenue 2012: $527,226Expenses 2012: $468,824Net Income 2012: $58,4022012Revenue 2013: $576,117Expenses 2013: $488,204Net Income 2013: $87,9132013Revenue 2014: $620,657Expenses 2014: $494,135Net Income 2014: $126,5222014Revenue 2015: $683,472Expenses 2015: $436,566Net Income 2015: $246,9062015Revenue 2016: $674,743Expenses 2016: $493,382Net Income 2016: $181,3612016

Highlighted filing

2016

Revenue$674,743
Expenses$493,382
Net Income$181,361

Filings

Latest Detailed Filing

The latest 2016 filing currently has summary financial data only. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Nov 30, 2015
Return Version
2014v6.0
Gross Receipts
$683,472
Mission and Program Overview

Mission

To mutually encourage and assist memebers in

To mutually encourage and assist memebers in social, mental and moral advancement as well as enable alumnae members of pi beta phi to continue in various membership roles

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,426,368$1,479,770▲ $53,402
Savings and Temporary Cash Investments$103,139$185,352▲ $82,213
Cash and Non-Interest-Bearing Accounts$21,816$24,481▲ $2,665
Intangible Assets$7,726$6,853▼ $873
Total Assets$1,563,649$1,697,654▲ $134,005
Other Assets Total$4,600$1,198▼ $3,402
Liabilities
Mortgage Notes Payable Secured by Investment Property$556,840$441,331▼ $115,509
Accounts Payable and Accrued Expenses$6,798$1,299▼ $5,499
Total Liabilities$563,638$442,630▼ $121,008
Net Assets / Fund Balance
Unrestricted Net Assets$1,000,011$1,255,024▲ $255,013
Total Net Assets Fund Balance$1,000,011$1,255,024▲ $255,013
Total Liabilities and Net Assets / Fund Balance$1,563,649$1,697,654▲ $134,005

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,479,770$1,008,559$2,488,329
Compensation and Service Providers

Board Members and Trustees

NameTitle
Christine MollendopfPresident
Patti GuilfordPersonnel Director
Sue SchefflerFactilities Manager
Elizabeth BankheadMember
Kathy DanielMember
Margie EpkeMember
Nancy VaughnMember
Revenue and Support

Revenue Composition

Contributions and Grants
$9,636
Program Service Revenue
$673,123
Investment Income
$713
Other Revenue
$0
All Other Contributions
$9,636
Change in Net Assets
$246,906
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$291,983
Salaries, Compensation, and Employee Benefits$128,518
Professional Fundraising Fees$16,065
Grants and Similar Amounts Paid$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$180,566
Other Salaries and Wages---$128,518
Depreciation Depletion---$70,053
Interest---$20,983
Fees for Services Professional Fundraising---$16,065
Fees for Services Management---$10,750
Fees for Services Accounting---$4,896
Conferences and Meetings---$3,433
Fees for Services Legal---$676
Office Expenses---$626
Total Functional Expenses$0$0$0$436,566
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$16,065
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
Audit committee
Yes
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
Filing and Contact Details

Filer

Filer Name
Colorado Alpha of Pi Beta Phi House Association
EIN
84-6049398
Phone
3038235573
Address
PO BOX 24, CLEVELAND, TN 37364

Signing Officer

Name
Christine Mollenkopf
Title
President
Phone
3038235573
Signed
2015-11-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susie Donahue
Formed
1926
Legal Domicile
Tn
Voting Board Members
3
Independent Board Members
3
Employees
12
Volunteers
0

Preparer

Firm
Ian Harper CPA PLLC
Address
140 N Ocoee St Ste 101, Cleveland, TN 37311
Preparer
Ian Harper
Phone
4234793007
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

The organization is a membership orgaization consisting of undergraduate members and alumnae members who participate in activities held by the chapter and house corporation.

Pt VI, Line 7A

The officers and directors of the board are elected by a majority of the voting members.

Pt VI, Line 8B

There is no committee with the authority to act on behalf of the governing body.

Pt VI, Line 11B

A copy of the form 990 is provided to the board of directors for review prior to filing with the irs.

Pt VI, Line 19

The organization makes its governing documents and financial statements available to the publis upon request.

Form 990, Part IX, Line 24F

House keeping payroll service fee computer expenses telephone bank charges gifts intiation expenses network infrastructure

Raw XML Appendix273 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/Form990PartVIISectionAGrp/TitleTxt3Member
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IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt04
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IRS990/LandBldgEquipAccumDeprecAmt01008559
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IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO MUTUALLY ENCOURAGE AND ASSIST MEMEBERS IN
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt0180566
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04600
IRS990/OtherAssetsTotalGrp/EOYAmt01198
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A MEMBERSHIP ORGAIZATION CONSISTING OF UNDERGRADUATE MEMBERS AND ALUMNAE MEMBERS WHO PARTICIPATE IN ACTIVITIES HELD BY THE CHAPTER AND HOUSE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE OFFICERS AND DIRECTORS OF THE BOARD ARE ELECTED BY A MAJORITY OF THE VOTING MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE IS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HOUSE KEEPING PAYROLL SERVICE FEE COMPUTER EXPENSES TELEPHONE BANK CHARGES GIFTS INTIATION EXPENSES NETWORK INFRASTRUCTURE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24f
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ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03038235573
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COLORADO ALPHA OF PI BETA PHI HOUSE ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0COLO
ReturnHeader/Filer/EIN0846049398
ReturnHeader/Filer/PhoneNum03038235573
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ReturnHeader/Filer/USAddress/CityNm0CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037364
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ian Harper CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0140 N Ocoee St Ste 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cleveland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037311
ReturnHeader/PreparerPersonGrp/PhoneNum04234793007
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0IAN HARPER
ReturnHeader/ReturnTs02016-01-14T10:53:14-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

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