Civic Intelligence

Pi Beta Phi Fraternity Washington Alpha

990 • Fiscal year 2020 • EIN 91-0365692

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 15, 2020

1154 Town Country Commons DriveTown Country, MO 63017

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2020 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

39th percentile

0.02x

Higher debt load relative to revenue than 39% of similar nonprofits.

2020 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2020

Net Margin

1st percentile

-164%

Higher net margin than 1% of similar nonprofits.

2020 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2020 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2020

Asset Growth

3rd percentile

-30%

Faster asset growth than 3% of similar nonprofits.

2020 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-69%

Faster revenue growth than 3% of similar nonprofits.

2020 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Down

$544,413

Down $228,991 (-30%) from 2019

Net Assets

Down

$541,813

Down $231,309 (-30%) from 2019

Liabilities

Up

$2,600

Up $2,318 (+822%) from 2019

Revenue

Down

$141,262

Down $320,898 (-69%) from 2019

Expenses

Down

$372,571

Down $67,215 (-15%) from 2019

Net Income

Down

-$231,309

Down $253,683 (-1134%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $412,338Liabilities 2011: $673Net Assets 2011: $411,6652011Assets 2012: $452,565Liabilities 2012: $16,707Net Assets 2012: $435,8582012Assets 2013: $549,828Liabilities 2013: $15,700Net Assets 2013: $534,1282013Assets 2014: $648,336Liabilities 2014: $8,075Net Assets 2014: $640,2612014Assets 2015: $746,441Liabilities 2015: $15,600Net Assets 2015: $730,8412015Assets 2016: $835,482Liabilities 2016: $16,482Net Assets 2016: $819,0002016Assets 2017: $864,160Liabilities 2017: $247Net Assets 2017: $863,9132017Assets 2018: $750,995Liabilities 2018: $247Net Assets 2018: $750,7482018Assets 2019: $773,404Liabilities 2019: $282Net Assets 2019: $773,1222019Assets 2020: $544,413Liabilities 2020: $2,600Net Assets 2020: $541,8132020Assets 2021: $422,294Liabilities 2021: $0Net Assets 2021: $422,2942021Assets 2022: $358,423Liabilities 2022: $1,116Net Assets 2022: $357,3072022Assets 2023: $184,575Liabilities 2023: $6,179Net Assets 2023: $178,3962023Assets 2024: $157,701Liabilities 2024: $1,116Net Assets 2024: $156,5852024

Highlighted filing

2020

Assets$544,413
Liabilities$2,600
Net Assets$541,813

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $773,1432011Expenses 2012: $331,6142012Expenses 2013: $318,4682013Revenue 2014: $455,078Expenses 2014: $348,945Net Income 2014: $106,1332014Revenue 2015: $500,524Expenses 2015: $409,944Net Income 2015: $90,5802015Revenue 2016: $442,836Expenses 2016: $354,677Net Income 2016: $88,1592016Revenue 2017: $471,582Expenses 2017: $426,669Net Income 2017: $44,9132017Revenue 2018: $466,744Expenses 2018: $579,909Net Income 2018: -$113,1652018Revenue 2019: $462,160Expenses 2019: $439,786Net Income 2019: $22,3742019Revenue 2020: $141,262Expenses 2020: $372,571Net Income 2020: -$231,3092020Revenue 2021: $620,886Expenses 2021: $740,404Net Income 2021: -$119,5182021Revenue 2022: $859,439Expenses 2022: $924,426Net Income 2022: -$64,9872022Revenue 2023: $780,216Expenses 2023: $957,806Net Income 2023: -$177,5902023Revenue 2024: $788,630Expenses 2024: $810,441Net Income 2024: -$21,8112024

Highlighted filing

2020

Revenue$141,262
Expenses$372,571
Net Income-$231,309
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 15, 2020
Return Version
2019v5.1
Gross Receipts
$141,474
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$591,076$363,561▼ $227,515
Savings and Temporary Cash Investments$170,661$170,693▲ $32
Accounts Receivable$11,667$10,159▼ $1,508
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$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$773,404$544,413▼ $228,991
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$1,753▲ $1,753
Deferred Revenue$0$600▲ $600
Other Liabilities$282$247▼ $35
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$282$2,600▲ $2,318
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$773,122$541,813▼ $231,309
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$773,122$541,813▼ $231,309
Total Liabilities and Net Assets / Fund Balance$773,404$544,413▼ $228,991
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lanni Barrie 2019Chapter President
SIENNA Hartvigson 202Chapter President
Claire Sirich 2019VP Administration
Allison Bennett 2019VP Communications
Paige Carlborg 2020VP Community Relations
Karsyn Suhadolnik 201VP Event Planning
Kelsey Scanlan 2019VP Finance
Jordan Hoglund 2020VP Finance/housing
Libby Hornecker 2019VP Fraternity Development
Abby Taylor 2019VP Housing
Elaine Currie 2019VP Member Development
Sam Fults 2020VP Member Experience
Erin Storey 2019VP Membership
Carly Horne 2020VP Operations
Amanda Mehlhoff 2019VP Philanthropy
Lily Miles 2020VP Recruitment
Chloe Robbins 2020VP Risk Management
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$140,292
Investment Income
$32
Other Revenue
$938
Change in Net Assets
$-231,309
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$370,571
Grants and Similar Amounts Paid$2,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$281,386
Fees for Services Other---$17,073
Office Expenses---$10,537
Advertising---$6,742
Information Technology---$5,605
Fees for Services Accounting---$5,114
Insurance---$2,626
Grants to Domestic Orgs---$2,000
Conferences and Meetings---$987
Other Expenses---$299
Total Functional Expenses$0$0$0$372,571
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,150
Fundraising Direct Expenses$212
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
Due to Members$247
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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 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/housing, 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 Washington Alpha
EIN
91-0365692
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
2020-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sienna Hartvigson
Formed
1907
Legal Domicile
Wa
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
25

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 Member Development
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP Fraternity Development
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP Membership
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP Administration
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP Philanthropy
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP Communications
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP Event Planning
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP Housing
IRS990/Form990PartVIISectionAGrp/TitleTxt10Chapter President
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP COMMUNITY RELATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP FINANCE/HOUSING
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP MEMBER EXPERIENCE
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP RECRUITMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP RISK MANAGEMENT
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IRS990/FormationYr01907
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IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
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IRS990/FundraisingGrossIncomeAmt01150
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IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt07
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IRS990/InsuranceGrp/TotalAmt02626
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IRS990/MissionDesc0TO MUTUALLY ENCOURAGE AND ASSIST MEMBERS IN SOCIAL, MENTAL, AND MORAL ADVANCEMENT.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt0541813
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0938
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0773122
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0true
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IRS990/OfficeExpensesGrp/TotalAmt010537
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IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0CHAPTER PROGRAMMING
IRS990/OtherExpensesGrp/Desc1ENTERTAINMENT & SOCIAL
IRS990/OtherExpensesGrp/Desc2SPECIAL ASSESSMENTS
IRS990/OtherExpensesGrp/Desc3BAD DEBT
IRS990/OtherExpensesGrp/TotalAmt020617
IRS990/OtherExpensesGrp/TotalAmt118445
IRS990/OtherExpensesGrp/TotalAmt21140
IRS990/OtherExpensesGrp/TotalAmt3299
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IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
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IRS990/PrincipalOfficerNm0SIENNA HARTVIGSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0813410
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0140292
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0140292
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IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYOtherRevenueAmt0626
IRS990/PYProgramServiceRevenueAmt0461315
IRS990/PYRevenuesLessExpensesAmt022374
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0439786
IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-231309
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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/BOYAmt0170661
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0170693
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0247
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO MEMBERS
IRS990ScheduleD/TotalLiabilityAmt0247
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 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/HOUSING, 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:

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.58$0.01$1.57$7.89$8.10$0.22
2023Detailed filing. Detailed filing data is available for this year.$1.85$0.06$1.78$7.80$9.58$1.78
2022Detailed filing. Detailed filing data is available for this year.$3.58$0.01$3.57$8.59$9.24$0.65
2021Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$6.21$7.40$1.20
2020Detailed filing. Detailed filing data is available for this year.$5.44$0.03$5.42$1.41$3.73$2.31
2019Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$4.62$4.40$0.22
2018Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$4.67$5.80$1.13
2017Detailed filing. Detailed filing data is available for this year.$8.64$0.00$8.64$4.72$4.27$0.45
2016Detailed filing. Detailed filing data is available for this year.$8.35$0.16$8.19$4.43$3.55$0.88
2015Detailed filing. Detailed filing data is available for this year.$7.46$0.16$7.31$5.01$4.10$0.91
2014Detailed filing. Detailed filing data is available for this year.$6.48$0.08$6.40$4.55$3.49$1.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.50$0.16$5.34$3.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.53$0.17$4.36$3.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.12$0.01$4.12$7.73