Civic Intelligence

Pi Beta Phi Fraternity New Mexico Alpha

990EZ • Fiscal year 2014 • EIN 85-6016016

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 20, 2014

1701 Mesa Vista Road NEChesterfield, MO 87106

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

51st percentile

0.00x

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

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

51st percentile

0.00x

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

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Net Margin

13th percentile

-15%

Higher net margin than 13% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Asset Growth

7th percentile

-35%

Faster asset growth than 7% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

79th percentile

18%

Faster revenue growth than 79% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$48,301

Down $25,859 (-35%) from 2013

Net Assets

Down

$48,301

Down $25,859 (-35%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$170,709

Up $26,482 (+18%) from 2013

Expenses

Up

$196,568

Up $45,019 (+30%) from 2013

Net Income

Down

-$25,859

Down $18,537 (-253%) from 2013

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $91,424Liabilities 2011: $2,544Net Assets 2011: $88,8802011Assets 2012: $81,482Liabilities 2012: $0Net Assets 2012: $81,4822012Assets 2013: $74,160Liabilities 2013: $0Net Assets 2013: $74,1602013Assets 2014: $48,301Liabilities 2014: $0Net Assets 2014: $48,3012014Assets 2015: $72,405Liabilities 2015: $653Net Assets 2015: $71,7522015Assets 2016: $98,653Liabilities 2016: $244Net Assets 2016: $98,4092016Assets 2017: $121,419Liabilities 2017: $461Net Assets 2017: $120,9582017Assets 2018: $158,461Liabilities 2018: $2,314Net Assets 2018: $156,1472018Assets 2019: $136,948Liabilities 2019: $3,892Net Assets 2019: $133,0562019Assets 2020: $118,771Liabilities 2020: $694Net Assets 2020: $118,0772020Assets 2021: $60,661Liabilities 2021: $15,292Net Assets 2021: $45,3692021Assets 2022: $85,247Liabilities 2022: $35,000Net Assets 2022: $50,2472022Assets 2023: $89,785Liabilities 2023: $36,997Net Assets 2023: $52,7882023Assets 2024: $223,844Liabilities 2024: $35,000Net Assets 2024: $188,8442024

Highlighted filing

2014

Assets$48,301
Liabilities$0
Net Assets$48,301

Operations Trend

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

$400K$200K$0-$200KExpenses 2011: $338,4822011Revenue 2012: $134,260Expenses 2012: $141,658Net Income 2012: -$7,3982012Revenue 2013: $144,227Expenses 2013: $151,549Net Income 2013: -$7,3222013Revenue 2014: $170,709Expenses 2014: $196,568Net Income 2014: -$25,8592014Revenue 2015: $205,623Expenses 2015: $182,172Net Income 2015: $23,4512015Revenue 2016: $207,012Expenses 2016: $180,355Net Income 2016: $26,6572016Revenue 2017: $209,484Expenses 2017: $186,935Net Income 2017: $22,5492017Revenue 2018: $219,538Expenses 2018: $184,349Net Income 2018: $35,1892018Revenue 2019: $138,092Expenses 2019: $161,183Net Income 2019: -$23,0912019Revenue 2020: $82,097Expenses 2020: $97,075Net Income 2020: -$14,9782020Revenue 2021: $156,953Expenses 2021: $229,661Net Income 2021: -$72,7082021Revenue 2022: $253,461Expenses 2022: $248,583Net Income 2022: $4,8782022Revenue 2023: $294,279Expenses 2023: $291,738Net Income 2023: $2,5412023Revenue 2024: $300,184Expenses 2024: $164,128Net Income 2024: $136,0562024

Highlighted filing

2014

Revenue$170,709
Expenses$196,568
Net Income-$25,859
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 20, 2014
Return Version
2013v3.0
Gross Receipts
$171,497
Mission and Program Overview

Mission

To mutually encourage and assist members in social, mental, and moral advancement.

Program Services

DescriptionGrantsExpenses
THE NEW MEXICO ALPHA CHAPTER OF PI BETA PHI FRATERNITY IS A MEMBERSHIP ORGANIZATION SUPPORTED BY DUES, FEES, CHARGES, OR OTHER FUNDS PAID BY ITS MEMBERS AND PROVIDES GOODS, FACILITIES, AND SERVICES TO MEMBERS WHILE ASSISTING STUDENTS IN IMPROVING VARIOUS EDUCATIONAL AND LEADERSHIP SKILLS BY SUPPORTING PHILANTHROPIC AND COMMUNITY SERVICE PROJECTS. DURING THE CURRENT FISCAL YEAR, THE CHAPTER SERVED APPROXIMATELY 88 MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAUREN BRUELHART 2013Chapter PresidentPT$0--
JAMIE DIEMLING 2013VP Member DevelopmentPT$0--
KATIE LICHTIE 2013VP Fraternity DevelopmentPT$0--
KYLA JOAS 2013VP FinancePT$0--
JORDAN HARHUES 2013VP MembershipPT$0--
AMANDA ROMERO 2013VP AdministrationPT$0--
MELANIE BARKER 2013VP Philanthropy-$0--
KATHERINE LUCE 2013VP Communications-$0--
HALEY STEIDER 2013VP Event PlanningPT$0--
REMY JUAREZ 2013VP Housing-$0--
KATIE LICHTIE 2014Chapter PresidentPT$0--
KAITLYN LOAFMAN 2014VP Member DevelopmentPT$0--
Filing and Contact Details

Filer

EIN
85-6016016
Phone
6362560680

Signing Officer

Name
Marisa Tabor
Title
VP of Finance
Phone
6362560680
Signed
2014-10-20
Discuss with paid preparer
Yes

Preparer

Preparer
Mary Jane Pieroni CPA
Phone
3148891100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 19.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: contributions to charitable organizations. Grantee name: less than $5,000. Amount given: 5,146.

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

Description: campus obligations. Amount: 2,954. Description: chapter programming. Amount: 6,027. Description: composite expense. Amount: 2,122. Description: conventions & seminars. Amount: 7,034. Description: entertainment & social. Amount: 19,117. Description: fraternity officer visits. Amount: 31. Description: insurance. Amount: 1,624. Description: membership dues. Amount: 1,069. Description: recruitment. Amount: 3,054. Description: special assessments. Amount: 7,615. Description: supplies. Amount: 1,426. Description: food expense. Amount: 51,945. Description: bad debt expense. Amount: 14,240. Description: taxes & licenses. Amount: 4,660. Description: gifts. Amount: 545. Total to form 990-ez, line 16: 123,463.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 27,141. End of year amount: 11,215.

Raw XML Appendix182 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum06362560680
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IRS990EZ/BooksInCareOfDetail/USAddress/City0ALBUQUERQUE
IRS990EZ/BooksInCareOfDetail/USAddress/State0NM
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode087106
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAUREN BRUELHART 2013
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMIE DIEMLING 2013
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATIE LICHTIE 2013
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KYLA JOAS 2013
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JORDAN HARHUES 2013
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5AMANDA ROMERO 2013
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MELANIE BARKER 2013
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KATHERINE LUCE 2013
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8HALEY STEIDER 2013
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9REMY JUAREZ 2013
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10KATIE LICHTIE 2014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11KAITLYN LOAFMAN 2014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAPTER PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP MEMBER DEVELOPMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP FRATERNITY DEVELOPMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP ADMINISTRATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP PHILANTHROPY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP EVENT PLANNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP HOUSING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10CHAPTER PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VP MEMBER DEVELOPMENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationFiled990TInd01
IRS990EZ/OrganizationHadUBIInd01
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt011215
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0123463
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO MUTUALLY ENCOURAGE AND ASSIST MEMBERS IN SOCIAL, MENTAL, AND MORAL ADVANCEMENT.
IRS990EZ/PrintingPublicationsPostageAmt0101
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE NEW MEXICO ALPHA CHAPTER OF PI BETA PHI FRATERNITY IS A MEMBERSHIP ORGANIZATION SUPPORTED BY DUES, FEES, CHARGES, OR OTHER FUNDS PAID BY ITS MEMBERS AND PROVIDES GOODS, FACILITIES, AND SERVICES TO MEMBERS WHILE ASSISTING STUDENTS IN IMPROVING VARIOUS EDUCATIONAL AND LEADERSHIP SKILLS BY SUPPORTING PHILANTHROPIC AND COMMUNITY SERVICE PROJECTS. DURING THE CURRENT FISCAL YEAR, THE CHAPTER SERVED APPROXIMATELY 88 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt01903
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0196568
IRS990EZ/TotalRevenueAmt0170709
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PIBETAPHI.ORG/UNM
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 19.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS. GRANTEE NAME: LESS THAN $5,000. AMOUNT GIVEN: 5,146.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CAMPUS OBLIGATIONS. AMOUNT: 2,954. DESCRIPTION: CHAPTER PROGRAMMING. AMOUNT: 6,027. DESCRIPTION: COMPOSITE EXPENSE. AMOUNT: 2,122. DESCRIPTION: CONVENTIONS & SEMINARS. AMOUNT: 7,034. DESCRIPTION: ENTERTAINMENT & SOCIAL. AMOUNT: 19,117. DESCRIPTION: FRATERNITY OFFICER VISITS. AMOUNT: 31. DESCRIPTION: INSURANCE. AMOUNT: 1,624. DESCRIPTION: MEMBERSHIP DUES. AMOUNT: 1,069. DESCRIPTION: RECRUITMENT. AMOUNT: 3,054. DESCRIPTION: SPECIAL ASSESSMENTS. AMOUNT: 7,615. DESCRIPTION: SUPPLIES. AMOUNT: 1,426. DESCRIPTION: FOOD EXPENSE. AMOUNT: 51,945. DESCRIPTION: BAD DEBT EXPENSE. AMOUNT: 14,240. DESCRIPTION: TAXES & LICENSES. AMOUNT: 4,660. DESCRIPTION: GIFTS. AMOUNT: 545. TOTAL TO FORM 990-EZ, LINE 16: 123,463.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 27,141. END OF YEAR AMOUNT: 11,215.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
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/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARISA TABOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum06362560680
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine10PI BETA PHI FRATERNITY
ReturnHeader/Filer/BusinessNameControlTxt0PIBE
ReturnHeader/Filer/EIN0856016016
ReturnHeader/Filer/PhoneNum06362560680
ReturnHeader/Filer/USAddress/AddressLine101701 MESA VISTA ROAD NE
ReturnHeader/Filer/USAddress/City0ALBUQUERQUE
ReturnHeader/Filer/USAddress/State0NM
ReturnHeader/Filer/USAddress/ZIPCode087106
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0430642511
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10STONE CARLIE AND COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10101 S HANLEY ROAD SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode063105
ReturnHeader/PreparerPersonGrp/PhoneNum03148891100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY JANE PIERONI CPA
ReturnHeader/ReturnTs02014-11-04T10:24:00-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.24$0.35$1.89$3.00$1.64$1.36
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.37$0.53$2.94$2.92$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.85$0.35$0.50$2.53$2.49$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.61$0.15$0.45$1.57$2.30$0.73
2020Detailed filing. Detailed filing data is available for this year.$1.19$0.01$1.18$0.82$0.97$0.15
2019Detailed filing. Detailed filing data is available for this year.$1.37$0.04$1.33$1.38$1.61$0.23
2018Detailed filing. Detailed filing data is available for this year.$1.58$0.02$1.56$2.20$1.84$0.35
2017Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$2.09$1.87$0.23
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.98$2.07$1.80$0.27
2015Detailed filing. Detailed filing data is available for this year.$0.72$0.01$0.72$2.06$1.82$0.23
2014Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$1.71$1.97$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.00$0.74$1.44$1.52$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.00$0.81$1.34$1.42$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.03$0.89$3.38