Civic Intelligence

Pi Beta Phi Oregon Alpha House

990 • Fiscal year 2024 • EIN 93-6023103

Sep 01, 2023 to Aug 31, 2024 • Filed on Sep 17, 2024

1865 Riverwood DrEugene, OR 97401

(541) 954-9686

Siviq Scores

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

Liabilities / Assets

41st percentile

0.02x

Higher debt load relative to assets than 41% of similar nonprofits.

2024 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

37th percentile

0.08x

Higher debt load relative to revenue than 37% of similar nonprofits.

2024 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2024

Net Margin

60th percentile

24%

Higher net margin than 60% of similar nonprofits.

2024 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2024 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2024

Asset Growth

35th percentile

-2.6%

Faster asset growth than 35% of similar nonprofits.

2024 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

32nd percentile

-2.1%

Faster revenue growth than 32% of similar nonprofits.

2024 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,766,583

Down $46,755 (-2.6%) from 2023

Net Assets

Up

$1,732,212

Up $104,107 (+6.4%) from 2023

Liabilities

Down

$34,371

Down $150,862 (-81%) from 2023

Revenue

Down

$427,283

Down $9,366 (-2.1%) from 2023

Expenses

Down

$323,176

Down $50,348 (-13%) from 2023

Net Income

Up

$104,107

Up $40,982 (+65%) from 2023

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $636,940Liabilities 2011: $14,675Net Assets 2011: $622,2652011Assets 2012: $793,841Liabilities 2012: $43,012Net Assets 2012: $750,8292012Assets 2013: $842,597Liabilities 2013: $0Net Assets 2013: $842,5972013Assets 2014: $955,010Liabilities 2014: $0Net Assets 2014: $955,0102014Assets 2015: $1,941,576Liabilities 2015: $711,897Net Assets 2015: $1,229,6792015Assets 2016: $2,231,327Liabilities 2016: $940,312Net Assets 2016: $1,291,0152016Assets 2017: $2,132,664Liabilities 2017: $815,642Net Assets 2017: $1,317,0222017Assets 2018: $2,049,707Liabilities 2018: $706,134Net Assets 2018: $1,343,5732018Assets 2019: $1,984,423Liabilities 2019: $575,249Net Assets 2019: $1,409,1742019Assets 2020: $1,947,330Liabilities 2020: $523,505Net Assets 2020: $1,423,8252020Assets 2021: $1,892,434Liabilities 2021: $389,082Net Assets 2021: $1,503,3522021Assets 2022: $1,894,482Liabilities 2022: $329,502Net Assets 2022: $1,564,9802022Assets 2023: $1,813,338Liabilities 2023: $185,233Net Assets 2023: $1,628,1052023Assets 2024: $1,766,583Liabilities 2024: $34,371Net Assets 2024: $1,732,2122024Assets 2025: $1,930,485Liabilities 2025: $82,465Net Assets 2025: $1,848,0202025

Highlighted filing

2024

Assets$1,766,583
Liabilities$34,371
Net Assets$1,732,212

Operations Trend

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

$600K$400K$200K$0Revenue 2011: $336,711Expenses 2011: $210,134Net Income 2011: $126,5772011Expenses 2012: $221,0802012Expenses 2013: $258,1352013Revenue 2014: $344,779Expenses 2014: $232,366Net Income 2014: $112,4132014Revenue 2015: $538,692Expenses 2015: $264,023Net Income 2015: $274,6692015Revenue 2016: $432,329Expenses 2016: $370,993Net Income 2016: $61,3362016Revenue 2017: $394,492Expenses 2017: $368,485Net Income 2017: $26,0072017Revenue 2018: $391,071Expenses 2018: $364,525Net Income 2018: $26,5462018Revenue 2019: $431,910Expenses 2019: $373,692Net Income 2019: $58,2182019Revenue 2020: $323,555Expenses 2020: $308,904Net Income 2020: $14,6512020Revenue 2021: $454,941Expenses 2021: $375,414Net Income 2021: $79,5272021Revenue 2022: $452,407Expenses 2022: $390,780Net Income 2022: $61,6272022Revenue 2023: $436,649Expenses 2023: $373,524Net Income 2023: $63,1252023Revenue 2024: $427,283Expenses 2024: $323,176Net Income 2024: $104,1072024Revenue 2025: $434,130Expenses 2025: $318,322Net Income 2025: $115,8082025

Highlighted filing

2024

Revenue$427,283
Expenses$323,176
Net Income$104,107
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Sep 17, 2024
Return Version
2023v5.1
Gross Receipts
$427,283
Mission and Program Overview

Mission

To provide housing for a college sorority

Provide housing for pi beta phi oregon alpha fraternity on the campus of the university of oregon

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,564,980$1,628,105▲ $63,125
Land, Buildings, and Equipment, Net$1,470,011$1,409,889▼ $60,122
Savings and Temporary Cash Investments$264,312$266,265▲ $1,953
Rtn Earn Endowment Incm Other Fnds$63,125$104,107▲ $40,982
Cash and Non-Interest-Bearing Accounts$66,275$90,329▲ $24,054
Accounts Receivable$12,640$0▼ $12,640
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$1,813,338$1,766,583▼ $46,755
Other Assets Total$100$100→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$185,233$34,371▼ $150,862
Total Liabilities$185,233$34,371▼ $150,862
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,628,105$1,732,212▲ $104,107
Total Liabilities and Net Assets / Fund Balance$1,813,338$1,766,583▼ $46,755

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,327,388$939,421$2,266,809
Other Land Buildings$52,501$281,238$333,739
Land$30,000-$30,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kelsey LewisDirector and President
Hildey TritchDirector
Margaret StevensonDirector
Merry MelonasDirector
Nancy CobbDirector
Pam BorgmanDirector
Pam DecelestaDirector
Sharon GreigDirector and Treasurer
Janet ClayDirector and Vice-presiden
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$425,306
Investment Income
$1,977
Other Revenue
$0
Change in Net Assets
$104,107
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$205,931
Salaries, Compensation, and Employee Benefits$117,245
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$106,693
Depreciation Depletion---$60,122
Payroll Taxes---$10,552
Interest---$6,493
Other Expenses---$4,908
Office Expenses---$1,543
Fees for Services Accounting---$1,050
Total Functional Expenses$0$0$0$323,176
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Kevin P Greig CPAInterested Person Is Spouse of One of the Board MembersInterested Person Is a CPA Who Provides Tax Preparation Services to the OrganizationNo-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

All governing body members are alumni of related pi beta phi oregon alpha fraternity

Form 990, Part VI, Section A, Line 7A

All governing body members are appointed by past active members of pi beta phi oregon alpha fraternity

Form 990, Part VI, Section B, Line 11B

The 990 and 990-t (if any) are prepared by an accounting firm and the accounting firm provides a copy of the 990 to a governing body reprsentative prior to filing of the return

Form 990, Part VI, Section B, Line 12C

Governing body conducts periodic inquiries of it's members for possible conflicts of interest

Form 990, Part VI, Section B, Line 15

Compensation paid to all employees is compared to market rates for similar positions at other similar organizations

Form 990, Part VI, Section C, Line 18

The corporation's governing body will provide requested information upon request.

Form 990, Part VI, Section C, Line 19

The corporation's governing body will provide requested information upon request

Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Oregon Alpha House
EIN
93-6023103
Phone
5419549686
Address
1865 RIVERWOOD DR, EUGENE, OR 97401

Signing Officer

Name
Sharon L Greig
Title
Treasurer
Phone
5419549686
Signed
2024-09-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sharon L Greig
Formed
1925
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
Employees
5
Volunteers
0

Preparer

Firm
Kevin Greig
Address
1865 RIVERWOOD DR, EUGENE, OR 97401
Preparer
Kevin P Greig
Phone
5419154636
Raw XML Appendix333 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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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR AND VICE-PRESIDEN
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR AND TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR AND PRESIDENT
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0INTERESTED PERSON IS SPOUSE OF ONE OF THE BOARD MEMBERS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL GOVERNING BODY MEMBERS ARE ALUMNI OF RELATED PI BETA PHI OREGON ALPHA FRATERNITY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL GOVERNING BODY MEMBERS ARE APPOINTED BY PAST ACTIVE MEMBERS OF PI BETA PHI OREGON ALPHA FRATERNITY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 AND 990-T (IF ANY) ARE PREPARED BY AN ACCOUNTING FIRM AND THE ACCOUNTING FIRM PROVIDES A COPY OF THE 990 TO A GOVERNING BODY REPRSENTATIVE PRIOR TO FILING OF THE RETURN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING BODY CONDUCTS PERIODIC INQUIRIES OF IT'S MEMBERS FOR POSSIBLE CONFLICTS OF INTEREST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION PAID TO ALL EMPLOYEES IS COMPARED TO MARKET RATES FOR SIMILAR POSITIONS AT OTHER SIMILAR ORGANIZATIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE CORPORATION'S GOVERNING BODY WILL PROVIDE REQUESTED INFORMATION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE CORPORATION'S GOVERNING BODY WILL PROVIDE REQUESTED INFORMATION 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 B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01813338
IRS990/TotalAssetsEOYAmt01766583
IRS990/TotalAssetsGrp/BOYAmt01813338
IRS990/TotalAssetsGrp/EOYAmt01766583
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/TotalAmt0323176
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0185233
IRS990/TotalLiabilitiesEOYAmt034371
IRS990/TotalLiabilitiesGrp/BOYAmt0185233
IRS990/TotalLiabilitiesGrp/EOYAmt034371
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01628105
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01732212
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0425306
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0427283
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0427283
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01813338
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01766583
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01865 RIVERWOOD DR
IRS990/USAddress/CityNm0EUGENE
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097401
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHARON L GREIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05419549686
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PI BETA PHI OREGON ALPHA HOUSE
ReturnHeader/Filer/BusinessNameControlTxt0PIBE
ReturnHeader/Filer/EIN0936023103
ReturnHeader/Filer/PhoneNum05419549686
ReturnHeader/Filer/USAddress/AddressLine1Txt01865 RIVERWOOD DR
ReturnHeader/Filer/USAddress/CityNm0EUGENE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097401
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800070803
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEVIN GREIG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01865 RIVERWOOD DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EUGENE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097401
ReturnHeader/PreparerPersonGrp/PhoneNum05419154636
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN P GREIG
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-09-17T13:50:37-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.08$1.85$0.43$0.32$0.12
2024Detailed filing. Detailed filing data is available for this year.$1.77$0.03$1.73$0.43$0.32$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.19$1.63$0.44$0.37$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.33$1.56$0.45$0.39$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.39$1.50$0.45$0.38$0.08
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.52$1.42$0.32$0.31$0.01
2019Summary only. Only limited summary data is available for this year.$1.98$0.58$1.41$0.43$0.37$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.71$1.34$0.39$0.36$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$0.82$1.32$0.39$0.37$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.23$0.94$1.29$0.43$0.37$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.94$0.71$1.23$0.54$0.26$0.27
2014Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.34$0.23$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.00$0.84$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.04$0.75$0.22
2011Summary only. Only limited summary data is available for this year.$0.64$0.01$0.62$0.34$0.21$0.13