Civic Intelligence

Pi Beta Phi Fraternity Utah Alpha Chapter

990EZ • Fiscal year 2015 • EIN 87-0164766

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 02, 2016

1443 East 100 SouthSalt Lake City, UT 84102

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

59th percentile

0.01x

Higher debt load relative to assets than 59% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

60th percentile

0.01x

Higher debt load relative to revenue than 60% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Net Margin

83rd percentile

19%

Higher net margin than 83% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Asset Growth

76th percentile

16%

Faster asset growth than 76% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

61st percentile

6.1%

Faster revenue growth than 61% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$258,122

Up $35,701 (+16%) from 2014

Net Assets

Up

$256,322

Up $33,901 (+15%) from 2014

Liabilities

Up

$1,800

Up $1,800 from 2014

Revenue

Up

$174,534

Up $10,006 (+6.1%) from 2014

Expenses

Up

$140,633

Up $7,409 (+5.6%) from 2014

Net Income

Up

$33,901

Up $2,597 (+8.3%) from 2014

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

2015

Assets$258,122
Liabilities$1,800
Net Assets$256,322

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

2015

Revenue$174,534
Expenses$140,633
Net Income$33,901
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 2, 2016
Return Version
2014v6.0
Gross Receipts
$174,965
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 94 MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EMILY GLENDE 2014Chapter PresidentPT$0--
SHAYLA ROWLEY 2014VP Member DevelopmentPT$0--
KATIE KOPLOW 2014VP Fraternity Development-$0--
SARAH LERVIK 2014VP FinancePT$0--
SHELBY SELL 2014VP MembershipPT$0--
KATLYN MEASE 2014VP AdministrationPT$0--
KATJA LUND 2014VP Philanthropy-$0--
AFTON LANE 2014VP Communications-$0--
EMILY BROWN 2014VP Event Planning-$0--
SIERRA ALLEN 2014VP Housing-$0--
AFTON LANE 2015Chapter PresidentPT$0--
MADDIE ROGERS 2015VP Member DevelopmentPT$0--
Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Fraternity Ut Alpha Chapter
EIN
87-0164766
Phone
6362560680
Address
1443 EAST 100 SOUTH, SALT LAKE CITY, UT 84102

Signing Officer

Name
Sierra Allen
Title
VP of Finance
Phone
6362560680
Signed
2016-02-02
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
101 S HANLEY ROAD SUITE 800, ST LOUIS, MO 63105
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: 78.

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: 1,730.

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

Description: bank service charges. Amount: 291. Description: campus obligations. Amount: 8,362. Description: chapter programming. Amount: 13,541. Description: composite expense. Amount: 3,569. Description: conventions and seminars. Amount: 10,568. Description: entertainment & social. Amount: 24,308. Description: gifts. Amount: 604. Description: insurance. Amount: 2,494. Description: membership dues. Amount: 35. Description: recruitment. Amount: 2,966. Description: supplies. Amount: 1,739. Description: food expense. Amount: 28,724. Description: technology fee. Amount: 1,800. Description: fraternity officer visits. Amount: 44. Description: special assessments. Amount: 622. Total to form 990-ez, line 16: 99,667.

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

Description: accounts receivable. Beg. Of year amount: 530. End of year amount: 7,878.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: security deposits. Beg. Of year amount: 0. End of year amount: 900. Description: contribution payable. Beg. Of year amount: 0. End of year amount: 900.

Raw XML Appendix184 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/CityNm0SALT LAKE CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EMILY GLENDE 2014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHAYLA ROWLEY 2014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATIE KOPLOW 2014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARAH LERVIK 2014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHELBY SELL 2014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATLYN MEASE 2014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KATJA LUND 2014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7AFTON LANE 2014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8EMILY BROWN 2014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SIERRA ALLEN 2014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10AFTON LANE 2015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11MADDIE ROGERS 2015
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
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0530
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07878
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt099667
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO MUTUALLY ENCOURAGE AND ASSIST MEMBERS IN SOCIAL, MENTAL, AND MORAL ADVANCEMENT.
IRS990EZ/PrintingPublicationsPostageAmt0127
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE 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 94 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SpecialEventsDirectExpensesAmt0431
IRS990EZ/SpecialEventsNetIncomeLossAmt02950
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01800
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0140633
IRS990EZ/TotalRevenueAmt0174534
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PIBETAPHI.ORG/UTAH
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: 78.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS. GRANTEE NAME: LESS THAN $5,000. AMOUNT GIVEN: 1,730.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 291. DESCRIPTION: CAMPUS OBLIGATIONS. AMOUNT: 8,362. DESCRIPTION: CHAPTER PROGRAMMING. AMOUNT: 13,541. DESCRIPTION: COMPOSITE EXPENSE. AMOUNT: 3,569. DESCRIPTION: CONVENTIONS AND SEMINARS. AMOUNT: 10,568. DESCRIPTION: ENTERTAINMENT & SOCIAL. AMOUNT: 24,308. DESCRIPTION: GIFTS. AMOUNT: 604. DESCRIPTION: INSURANCE. AMOUNT: 2,494. DESCRIPTION: MEMBERSHIP DUES. AMOUNT: 35. DESCRIPTION: RECRUITMENT. AMOUNT: 2,966. DESCRIPTION: SUPPLIES. AMOUNT: 1,739. DESCRIPTION: FOOD EXPENSE. AMOUNT: 28,724. DESCRIPTION: TECHNOLOGY FEE. AMOUNT: 1,800. DESCRIPTION: FRATERNITY OFFICER VISITS. AMOUNT: 44. DESCRIPTION: SPECIAL ASSESSMENTS. AMOUNT: 622. TOTAL TO FORM 990-EZ, LINE 16: 99,667.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 530. END OF YEAR AMOUNT: 7,878.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: SECURITY DEPOSITS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 900. DESCRIPTION: CONTRIBUTION PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 900.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SIERRA ALLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum06362560680
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PI BETA PHI FRATERNITY UT ALPHA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PIBE
ReturnHeader/Filer/EIN0870164766
ReturnHeader/Filer/PhoneNum06362560680
ReturnHeader/Filer/USAddress/AddressLine1Txt01443 EAST 100 SOUTH
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084102
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135381590
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 S HANLEY ROAD SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063105
ReturnHeader/PreparerPersonGrp/PhoneNum03148891100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY JANE PIERONI CPA
ReturnHeader/ReturnTs02016-02-15T10:38:59-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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.$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