Civic Intelligence

Pi Beta Phi Fraternity Utah Alpha Chapter

990EZ • Fiscal year 2020 • EIN 87-0164766

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 16, 2020

1154 Town Country Commons DriveTown Country, MO 63017

(636) 256-0680

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$489,690

Up $34,224 (+7.5%) from 2019

Net Assets

Up

$484,642

Up $29,361 (+6.4%) from 2019

Liabilities

Up

$5,048

Up $4,863 (+2629%) from 2019

Revenue And Expenses

Revenue

Down

$175,416

Down $75,479 (-30%) from 2019

Expenses

Down

$146,055

Down $7,005 (-4.6%) from 2019

Net Income

Down

$29,361

Down $68,474 (-70%) from 2019

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $135,431Liabilities 2011: $363Net Assets 2011: $135,0682011Assets 2012: $162,818Liabilities 2012: $579Net Assets 2012: $162,2392012Assets 2013: $191,117Liabilities 2013: $0Net Assets 2013: $191,1172013Assets 2014: $222,421Liabilities 2014: $0Net Assets 2014: $222,4212014Assets 2015: $258,122Liabilities 2015: $1,800Net Assets 2015: $256,3222015Assets 2016: $303,357Liabilities 2016: $66,535Net Assets 2016: $236,8222016Assets 2017: $337,233Liabilities 2017: $5,051Net Assets 2017: $332,1822017Assets 2018: $364,091Liabilities 2018: $6,645Net Assets 2018: $357,4462018Assets 2019: $455,466Liabilities 2019: $185Net Assets 2019: $455,2812019Assets 2020: $489,690Liabilities 2020: $5,048Net Assets 2020: $484,6422020Assets 2021: $477,084Liabilities 2021: $2,523Net Assets 2021: $474,5612021Assets 2022: $489,145Liabilities 2022: $2,498Net Assets 2022: $486,6472022Assets 2023: $543,138Liabilities 2023: $10,993Net Assets 2023: $532,1452023Assets 2024: $563,063Liabilities 2024: $2,498Net Assets 2024: $560,5652024

Highlighted filing

2020

Assets$489,690
Liabilities$5,048
Net Assets$484,642

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $261,175Expenses 2011: $264,143Net Income 2011: -$2,9682011Revenue 2012: $165,291Expenses 2012: $138,120Net Income 2012: $27,1712012Revenue 2013: $149,774Expenses 2013: $120,896Net Income 2013: $28,8782013Revenue 2014: $164,528Expenses 2014: $133,224Net Income 2014: $31,3042014Revenue 2015: $174,534Expenses 2015: $140,633Net Income 2015: $33,9012015Revenue 2016: $123,934Expenses 2016: $143,434Net Income 2016: -$19,5002016Revenue 2017: $236,759Expenses 2017: $141,399Net Income 2017: $95,3602017Revenue 2018: $176,502Expenses 2018: $151,238Net Income 2018: $25,2642018Revenue 2019: $250,895Expenses 2019: $153,060Net Income 2019: $97,8352019Revenue 2020: $175,416Expenses 2020: $146,055Net Income 2020: $29,3612020Revenue 2021: $254,028Expenses 2021: $264,109Net Income 2021: -$10,0812021Revenue 2022: $356,927Expenses 2022: $344,837Net Income 2022: $12,0902022Revenue 2023: $410,939Expenses 2023: $365,441Net Income 2023: $45,4982023Revenue 2024: $452,558Expenses 2024: $424,138Net Income 2024: $28,4202024

Highlighted filing

2020

Revenue$175,416
Expenses$146,055
Net Income$29,361
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$176,082
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
The Utah 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 135 members.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Emilia Roberts 2019Chapter PresidentPT$0--
Lauren Ross 2019VP Member DevelopmentPT$0--
Caroline Cizek 2019VP Fraternity DevelopmentPT$0--
Alyssa Mitchell 2019VP FinancePT$0--
Sarah Gibbions 2019VP MembershipPT$0--
Katie Jane Galindo 2019VP AdministrationPT$0--
Abby Dompier 2019VP PhilanthropyPT$0--
Chloe Laverson 2019VP CommunicationsPT$0--
Samantha Johnson 2019VP Event PlanningPT$0--
Zion Levister 2019VP HousingPT$0--
Alyssa Mitchell 2020Chapter PresidentPT$0--
Haleigh Miles 2020VP Community RelationsPT$0--
Dakota Romero 2020VP Finance/HousingPT$0--
Aly Vifinkel 2020VP Member ExperiencePT$0--
Clare Hawe 2020VP OperationsPT$0--
Eileen Riley 2020VP RecruitmentPT$0--
Caroline Cizek 2020VP Risk ManagementPT$0--
Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Fraternity Utah Alpha Chapter
EIN
87-0164766
In Care Of
% THE ORGANIZATION
Phone
6362560680
Address
1154 Town Country Commons Drive, Town Country, MO 63017

Signing Officer

Name
Kristin Rugen CPA
Title
Frat/FHC Finance Director
Phone
6362560680
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
101 S HANLEY RD STE 800, ST LOUIS, MO 63105
Preparer
Mary Jane Pieroni CPA
Phone
3148891100
Supplemental Narrative

Additional Explanations

FORM 990-EZ, PART V, INFO REGARDING PERSONAL BENEFIT CONTRACTS:

The 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.

Part I, line 10, Grants and Similar Amounts Paid:

Contributions to Charitable Organizations less than $5,000: $4,863

Form 990EZ Part I Line 16

Description:CAMPUS OBLIGATIONS Amount:11388

Form 990EZ Part I Line 16

Description:CHAPTER PROGRAMMING Amount:17561

Form 990EZ Part I Line 16

Description:COMPOSITE EXPENSE Amount:1329

Form 990EZ Part I Line 16

Description:ENTERTAINMENT AND SOCIAL Amount:20768

Form 990EZ Part I Line 16

Description:FOOD EXPENSE Amount:33689

Form 990EZ Part I Line 16

Description:GIFTS Amount:2210

Form 990EZ Part I Line 16

Description:MEMBERSHIP DUES Amount:3604

Form 990EZ Part I Line 16

Description:OFFICE EXPENSES Amount:1102

Form 990EZ Part I Line 16

Description:RECRUITMENT Amount:1132

Form 990EZ Part I Line 16

Description:TECHNOLOGY FEE Amount:5775

Form 990EZ Part II Line 24

Description:UNCLAIMED PROPERTY BOY Amount:67011 EOY Amount:67011

Form 990EZ Part II Line 26

Description:DUE TO MEMBERS BOY Amount:185 EOY Amount:185

Form 990EZ Part II Line 26

Description:CONTRIBUTION PAYABLE EOY Amount:4863

Raw XML Appendix243 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Emilia Roberts 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lauren Ross 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Caroline Cizek 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Alyssa Mitchell 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Sarah Gibbions 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Katie Jane Galindo 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Abby Dompier 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Chloe Laverson 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Samantha Johnson 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Zion Levister 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Alyssa Mitchell 2020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Haleigh Miles 2020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Dakota Romero 2020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Aly Vifinkel 2020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Clare Hawe 2020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15Eileen Riley 2020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16Caroline Cizek 2020
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 Community Relations
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12VP Finance/Housing
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13VP Member Experience
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14VP Operations
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15VP Recruitment
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16VP Risk Management
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IRS990EZ/PrimaryExemptPurposeTxt0TO MUTUALLY ENCOURAGE AND ASSIST MEMBERS IN SOCIAL, MENTAL, AND MORAL ADVANCEMENT.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Contributions to Charitable Organizations less than $5,000: $4,863
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:CAMPUS OBLIGATIONS Amount:11388
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:CHAPTER PROGRAMMING Amount:17561
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:COMPOSITE EXPENSE Amount:1329
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:ENTERTAINMENT AND SOCIAL Amount:20768
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:FOOD EXPENSE Amount:33689
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:GIFTS Amount:2210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:MEMBERSHIP DUES Amount:3604
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:OFFICE EXPENSES Amount:1102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description:RECRUITMENT Amount:1132
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description:TECHNOLOGY FEE Amount:5775
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description:UNCLAIMED PROPERTY BOY Amount:67011 EOY Amount:67011
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description:DUE TO MEMBERS BOY Amount:185 EOY Amount:185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Description:CONTRIBUTION PAYABLE EOY Amount:4863
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART V, INFO REGARDING PERSONAL BENEFIT CONTRACTS:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 10, Grants and Similar Amounts Paid:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12FORM 990EZ PART II LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13FORM 990EZ PART II LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14FORM 990EZ PART II LINE 26
ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-12-03
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.10.183.178
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 S HANLEY RD STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063105
ReturnHeader/PreparerPersonGrp/PhoneNum03148891100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary Jane Pieroni CPA
ReturnHeader/ReturnTs02020-12-03T13:58:02-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.63$0.02$5.61$4.53$4.24$0.28
2023Detailed filing. Detailed filing data is available for this year.$5.43$0.11$5.32$4.11$3.65$0.45
2022Detailed filing. Detailed filing data is available for this year.$4.89$0.02$4.87$3.57$3.45$0.12
2021Detailed filing. Detailed filing data is available for this year.$4.77$0.03$4.75$2.54$2.64$0.10
2020Detailed filing. Detailed filing data is available for this year.$4.90$0.05$4.85$1.75$1.46$0.29
2019Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$2.51$1.53$0.98
2018Detailed filing. Detailed filing data is available for this year.$3.64$0.07$3.57$1.77$1.51$0.25
2017Detailed filing. Detailed filing data is available for this year.$3.37$0.05$3.32$2.37$1.41$0.95
2016Detailed filing. Detailed filing data is available for this year.$3.03$0.67$2.37$1.24$1.43$0.20
2015Detailed filing. Detailed filing data is available for this year.$2.58$0.02$2.56$1.75$1.41$0.34
2014Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$1.65$1.33$0.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.00$1.91$1.50$1.21$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$0.01$1.62$1.65$1.38$0.27
2011Summary only. Only limited summary data is available for this year.$1.35$0.00$1.35$2.61$2.64$0.03