Civic Intelligence

Pi Beta Phi Fraternity Nevada Alpha Chapter

990 • Fiscal year 2018 • EIN 88-0600457

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 13, 2018

1154 Town and Country Commons DrTown and Country, MO 63017

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

70th percentile

0.05x

Higher debt load relative to assets than 70% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

67th percentile

0.02x

Higher debt load relative to revenue than 67% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Net Margin

85th percentile

21%

Higher net margin than 85% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Assets

Up

$102,914

Up $46,107 (+81%) from 2014

Net Assets

Up

$97,914

Up $41,107 (+72%) from 2014

Liabilities

Up

$5,000

Up $5,000 from 2014

Revenue

Up

$200,229

Up $198,362 (+10625%) from 2014

Expenses

Up

$157,397

Up $152,318 (+2999%) from 2014

Net Income

Up

$42,832

Up $46,044 (+1433%) from 2014

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $155,588Liabilities 2011: $14,863Net Assets 2011: $140,7252011Assets 2012: $168,398Liabilities 2012: $14,850Net Assets 2012: $153,5482012Assets 2013: $60,569Liabilities 2013: $550Net Assets 2013: $60,0192013Assets 2014: $56,807Liabilities 2014: $0Net Assets 2014: $56,8072014Assets 2018: $102,914Liabilities 2018: $5,000Net Assets 2018: $97,9142018Assets 2019: $145,656Liabilities 2019: $16,209Net Assets 2019: $129,4472019Assets 2020: $185,019Liabilities 2020: $8,959Net Assets 2020: $176,0602020Assets 2021: $198,958Liabilities 2021: $12,233Net Assets 2021: $186,7252021Assets 2022: $166,654Liabilities 2022: $684Net Assets 2022: $165,9702022Assets 2023: $165,743Liabilities 2023: $9,761Net Assets 2023: $155,9822023Assets 2024: $208,902Liabilities 2024: $7,951Net Assets 2024: $200,9512024

Highlighted filing

2018

Assets$102,914
Liabilities$5,000
Net Assets$97,914

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $283,7462011Revenue 2012: $151,572Expenses 2012: $138,749Net Income 2012: $12,8232012Revenue 2013: $21,024Expenses 2013: $114,553Net Income 2013: -$93,5292013Revenue 2014: $1,867Expenses 2014: $5,079Net Income 2014: -$3,2122014Revenue 2018: $200,229Expenses 2018: $157,397Net Income 2018: $42,8322018Revenue 2019: $239,643Expenses 2019: $208,110Net Income 2019: $31,5332019Revenue 2020: $215,144Expenses 2020: $168,531Net Income 2020: $46,6132020Revenue 2021: $312,238Expenses 2021: $301,572Net Income 2021: $10,6662021Revenue 2022: $355,667Expenses 2022: $376,421Net Income 2022: -$20,7542022Revenue 2023: $338,678Expenses 2023: $348,666Net Income 2023: -$9,9882023Revenue 2024: $421,358Expenses 2024: $376,389Net Income 2024: $44,9692024

Highlighted filing

2018

Revenue$200,229
Expenses$157,397
Net Income$42,832
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$201,181
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$55,082$98,821▲ $43,739
Accounts Receivable$0$3,802▲ $3,802
Pledges and Grants Receivable$0$291▲ $291
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$55,082$102,914▲ $47,832
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$0$5,000▲ $5,000
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$5,000▲ $5,000
Net Assets / Fund Balance
Unrestricted Net Assets$55,082$97,914▲ $42,832
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$55,082$97,914▲ $42,832
Total Liabilities and Net Assets / Fund Balance$55,082$102,914▲ $47,832
Compensation and Service Providers

Board Members and Trustees

NameTitle
Catherine Ung 2018Chapter President
Hannah Neeley 2018VP of Administration
Randi Owens 2018VP of Communications
Erika Holliday 2018VP of Event Planning
Cynthia Mcnabb 2018VP of Finance
Vanessa Torres 2018VP of Fraternity Development
Alexandra Mcvey 2018VP of Housing
Lauren Smith 2018VP of Member Development
Bailey Martin 2018VP of Membership
Maddi Ficke 2018VP of Philanthropy
Revenue and Support

Revenue Composition

Contributions and Grants
$479
Program Service Revenue
$198,811
Investment Income
$0
Other Revenue
$939
Change in Net Assets
$42,832
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$155,497
Grants and Similar Amounts Paid$1,900
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$36,950
Payments to Affiliates---$27,084
Other Expenses---$23,630
Conferences and Meetings---$8,012
Fees for Services Other---$6,850
Advertising---$3,763
Office Expenses---$2,265
Information Technology---$2,200
Grants to Domestic Orgs---$1,900
Fees for Services Accounting---$1,243
Total Functional Expenses$0$0$0$157,397
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,891
Fundraising Direct Expenses$952
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$5,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
Yes
Management duties delegated
No

Governance Explanations

FORM 990, PART VI, SECTION A, LINE 6:

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

FORM 990, PART VI, SECTION A, LINE 7A:

The executive council of the chapter is elected by the undergraduate and alumnae members.

FORM 990, PART VI, SECTION A, LINE 7B:

Decisions made by the executive council of the organization must be voted on by the members of the chapter.

FORM 990, PART VI, SECTION A, LINE 8B:

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

FORM 990, PART VI, SECTION B, LINE 11:

The vice president of finance, under the guidance of the alumnae advisory committee financial advisor, reviewed form 990 in detail on behalf of the executive council.

FORM 990, PART VI, SECTION C, LINE 19:

The organization makes its governing documents available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Fraternity Nevada Alpha Chapter
EIN
88-0600457
In Care Of
% VP OF FINANCE
Phone
6362560680
Address
1154 Town and Country Commons Dr, Town and Country, MO 63017

Signing Officer

Name
Cynthia Mcnabb
Title
VP of Finance
Phone
6362560680
Signed
2018-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Catherine Ung
Formed
1915
Legal Domicile
Nv
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
36

Preparer

Firm
Bdo USA Llp
Address
101 S HANLEY RD STE 800, ST LOUIS, MO 63105
Preparer
Mary Jane Pieroni CPA
Phone
3148891100
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAPTER PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP OF MEMBER DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP OF FRATERNITY DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP OF FINANCE
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0CHAPTER PROGRAMMING
IRS990/OtherExpensesGrp/Desc1SPECIAL ASSESSMENTS
IRS990/OtherExpensesGrp/Desc2ENTERTAINMENT & SOCIAL
IRS990/OtherExpensesGrp/TotalAmt041650
IRS990/OtherExpensesGrp/TotalAmt11850
IRS990/OtherExpensesGrp/TotalAmt223630
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt05000
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt027084
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0291
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Catherine Ung
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0813410
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0198811
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0198811
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt00
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt00
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt042832
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/TotalLiabilityAmt05000
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A MEMBERSHIP ORGANIZATION CONSISTING OF UNDERGRADUATE MEMBERS AND ALUMNAE MEMBERS WHO PARTICIPATE IN ACTIVITIES HELD BY THE CHAPTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE COUNCIL OF THE CHAPTER IS ELECTED BY THE UNDERGRADUATE AND ALUMNAE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DECISIONS MADE BY THE EXECUTIVE COUNCIL OF THE ORGANIZATION MUST BE VOTED ON BY THE MEMBERS OF THE CHAPTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE VICE PRESIDENT OF FINANCE, UNDER THE GUIDANCE OF THE ALUMNAE ADVISORY COMMITTEE FINANCIAL ADVISOR, REVIEWED FORM 990 IN DETAIL ON BEHALF OF THE EXECUTIVE COUNCIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0na
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PI BETA PHI FRATERNITY HOUSING CORP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0262511045
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(7)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHAPTER HOUSE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01145 TOWN COUNTRY COMMONS DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TOWN COUNTRY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd063017
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0true
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE RELATIONSHIP WITH PI BETA PHI FRATERNITY HOUSING CORPORATION IS DISCLOSED AT PART II FOR INFORMATIONAL PURPOSES DESPITE THE FACT THAT THE RELATIONSHIP ARGUABLY MAY NOT MEET THE REQUIREMENTS FOR REQUIRED REPORTING. OTHER RELATED ENTITIES ARE INCLUDED IN THE GROUP RULING.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R, PART II:
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt055082
IRS990/TotalAssetsEOYAmt0102914
IRS990/TotalAssetsGrp/BOYAmt055082
IRS990/TotalAssetsGrp/EOYAmt0102914
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0479
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0157397
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt05000
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt05000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt055082
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt097914
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0198811
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0939

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