Civic Intelligence

Pi Beta Phi Fraternity California Zeta Chapter

990 • Fiscal year 2021 • EIN 95-1678460

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 01, 2021

Organization ProfileUCSB.PIBETAPHI.ORG
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

39th percentile

0.01x

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

2021 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2021 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2021

Net Margin

6th percentile

-33%

Higher net margin than 6% of similar nonprofits.

2021 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2021 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2021

Asset Growth

1st percentile

-63%

Faster asset growth than 1% of similar nonprofits.

2021 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

92nd percentile

105%

Faster revenue growth than 92% of similar nonprofits.

2021 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$151,064

Down $258,796 (-63%) from 2020

Net Assets

Down

$150,064

Down $250,476 (-63%) from 2020

Liabilities

Down

$1,000

Down $8,320 (-89%) from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin6th percentile

Revenue

Up

$764,719

Up $392,231 (+105%) from 2020

Expenses

Up

$1,015,196

Up $923,292 (+1005%) from 2020

Net Income

Down

-$250,477

Down $531,061 (-189%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$600K$400K$200K$0Assets 2011: $139,280Liabilities 2011: $27,305Net Assets 2011: $111,9752011Assets 2012: $117,840Liabilities 2012: $14,000Net Assets 2012: $103,8402012Assets 2013: $123,964Liabilities 2013: $0Net Assets 2013: $123,9642013Assets 2014: $150,663Liabilities 2014: $0Net Assets 2014: $150,6632014Assets 2015: $138,892Liabilities 2015: $0Net Assets 2015: $138,8922015Assets 2016: $133,682Liabilities 2016: $15,420Net Assets 2016: $118,2622016Assets 2017: $164,108Liabilities 2017: $15,636Net Assets 2017: $148,4722017Assets 2018: $173,905Liabilities 2018: $7,075Net Assets 2018: $166,8302018Assets 2019: $134,684Liabilities 2019: $14,728Net Assets 2019: $119,9562019Assets 2020: $409,860Liabilities 2020: $9,320Net Assets 2020: $400,5402020Assets 2021: $151,064Liabilities 2021: $1,000Net Assets 2021: $150,0642021Assets 2022: $179,507Liabilities 2022: $0Net Assets 2022: $179,5072022Assets 2023: $225,675Liabilities 2023: $24,302Net Assets 2023: $201,3732023Assets 2024: $300,341Liabilities 2024: $0Net Assets 2024: $300,3412024Assets 2025: $449,131Liabilities 2025: $0Net Assets 2025: $449,1312025

Highlighted filing

2021

Assets$151,064
Liabilities$1,000
Net Assets$150,064
Open 2021 Filing

Operations Trend

Revenue Growth92nd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $529,836Expenses 2011: $577,259Net Income 2011: -$47,4232011Revenue 2012: $270,683Expenses 2012: $278,818Net Income 2012: -$8,1352012Expenses 2013: $310,0392013Revenue 2014: $333,743Expenses 2014: $307,044Net Income 2014: $26,6992014Revenue 2015: $454,212Expenses 2015: $465,983Net Income 2015: -$11,7712015Revenue 2016: $446,568Expenses 2016: $467,198Net Income 2016: -$20,6302016Revenue 2017: $554,894Expenses 2017: $524,684Net Income 2017: $30,2102017Revenue 2018: $564,962Expenses 2018: $546,604Net Income 2018: $18,3582018Revenue 2019: $165,115Expenses 2019: $211,989Net Income 2019: -$46,8742019Revenue 2020: $372,488Expenses 2020: $91,904Net Income 2020: $280,5842020Revenue 2021: $764,719Expenses 2021: $1,015,196Net Income 2021: -$250,4772021Revenue 2022: $854,966Expenses 2022: $825,523Net Income 2022: $29,4432022Revenue 2023: $956,965Expenses 2023: $935,099Net Income 2023: $21,8662023Revenue 2024: $1,037,382Expenses 2024: $938,414Net Income 2024: $98,9682024Revenue 2025: $1,137,635Expenses 2025: $989,216Net Income 2025: $148,4192025

Highlighted filing

2021

Revenue$764,719
Expenses$1,015,196
Net Income-$250,477
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 1, 2021
Return Version
2020v4.1
Gross Receipts
$764,971
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$286,170$118,587▼ $167,583
Accounts Receivable$22,987$30,476▲ $7,489
Savings and Temporary Cash Investments$100,703$2,001▼ $98,702
Total Assets$409,860$151,064▼ $258,796
Liabilities
Other Liabilities$9,320$1,000▼ $8,320
Total Liabilities$9,320$1,000▼ $8,320
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$400,540$150,064▼ $250,476
Total Net Assets Fund Balance$400,540$150,064▼ $250,476
Total Liabilities and Net Assets / Fund Balance$409,860$151,064▼ $258,796
Compensation and Service Providers
Top Officer Pay87th percentile

Board Members and Trustees

NameTitle
Abigail Barber 2021Chapter President
Maggie Alves 2020Chapter President
Anna Constantino 2021VP Community Relations
Katie Haggerty 2020VP Community Relations
Alexa Bird 2020VP Finance/housing
Brittney Rogers 2021VP Finance/housing
Camille Wardlaw 2021VP Member Experience
Samantha Young 2020VP Member Experience
Cassidy Bennett 2020VP Operations
Kathryn Leone 2021VP Operations
Danielle Dudgeon 2020VP Recruitment
Taylor Snyder 2021VP Recruitment
Abigail Harden 2020VP Risk Management
Megan Tay 2021VP Risk Management
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$762,786
Investment Income
$10
Other Revenue
$1,923
Change in Net Assets
$-250,477
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,014,196
Grants and Similar Amounts Paid$1,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$965,039
Fees for Services Other---$26,653
Office Expenses---$5,585
Fees for Services Accounting---$3,906
Advertising---$1,040
Grants to Domestic Orgs---$1,000
Other Expenses---$500
Total Functional Expenses$0$0$0$1,015,196
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$2,175
Fundraising Direct Expenses$252
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Contributions Payable$1,000
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 not committee with authority to act on behalf of the governing body.”

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

“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 California
EIN
95-1678460
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
2021-12-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristin Rugen CPA
Formed
1950
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
28

Preparer

Firm
Purk & Associates Pc
Address
1034 SOUTH BRENTWOOD BLVD STE 2000, SAINT LOUIS, MO 63117
Preparer
Jennah R Purk CPA
Phone
3148844000
Raw XML AppendixShowing 400 of 402 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/BOYAmt022987
IRS990/AccountsReceivableGrp/EOYAmt030476
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO MUTUALLY ENCOURAGE AND ASSIST MEMBERS IN SOCIAL, MENTAL, AND MORAL ADVANCEMENT.
IRS990/AdvertisingGrp/TotalAmt01040
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum06362560680
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01154 TOWN COUNTRY COMMONS DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0TOWN COUNTRY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd063017
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0286170
IRS990/CashNonInterestBearingGrp/EOYAmt0118587
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt01000
IRS990/CYInvestmentIncomeAmt010
IRS990/CYOtherExpensesAmt01014196
IRS990/CYOtherRevenueAmt01923
IRS990/CYProgramServiceRevenueAmt0762786
IRS990/CYRevenuesLessExpensesAmt0-250477
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01015196
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0764719
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE CALIFORNIA ZETA 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 175 MEMBERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt03906
IRS990/FeesForServicesOtherGrp/TotalAmt026653
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt710.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt125.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt135.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd13X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0MAGGIE ALVES 2020
IRS990/Form990PartVIISectionAGrp/PersonNm1CASSIDY BENNETT 2020
IRS990/Form990PartVIISectionAGrp/PersonNm2ABIGAIL HARDEN 2020
IRS990/Form990PartVIISectionAGrp/PersonNm3SAMANTHA YOUNG 2020
IRS990/Form990PartVIISectionAGrp/PersonNm4ALEXA BIRD 2020
IRS990/Form990PartVIISectionAGrp/PersonNm5KATIE HAGGERTY 2020
IRS990/Form990PartVIISectionAGrp/PersonNm6DANIELLE DUDGEON 2020
IRS990/Form990PartVIISectionAGrp/PersonNm7ABIGAIL BARBER 2021
IRS990/Form990PartVIISectionAGrp/PersonNm8KATHRYN LEONE 2021
IRS990/Form990PartVIISectionAGrp/PersonNm9MEGAN TAY 2021
IRS990/Form990PartVIISectionAGrp/PersonNm10CAMILLE WARDLAW 2021
IRS990/Form990PartVIISectionAGrp/PersonNm11BRITTNEY ROGERS 2021
IRS990/Form990PartVIISectionAGrp/PersonNm12ANNA CONSTANTINO 2021
IRS990/Form990PartVIISectionAGrp/PersonNm13TAYLOR SNYDER 2021
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAPTER PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP RISK MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP MEMBER EXPERIENCE
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP FINANCE/HOUSING
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP COMMUNITY RELATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP RECRUITMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAPTER PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP RISK MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP MEMBER EXPERIENCE
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP FINANCE/HOUSING
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP COMMUNITY RELATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP RECRUITMENT
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01950
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt0252
IRS990/FundraisingGrossIncomeAmt02175
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0764971
IRS990/GrossReceiptsForPublicUseAmt00
IRS990/GroupExemptionNum00544
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InitiationFeesAndCapContriAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt010
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO MUTUALLY ENCOURAGE AND ASSIST MEMBERS IN SOCIAL, MENTAL, AND MORAL ADVANCEMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0400540
IRS990/NetAssetsOrFundBalancesEOYAmt0150064
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt01923
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt01923
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0400540
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0150064
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/TotalAmt0965039
IRS990/OfficeExpensesGrp/TotalAmt05585
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CAMPUS OBLIGATIONS
IRS990/OtherExpensesGrp/Desc1CHAPTER PROGRAMMING
IRS990/OtherExpensesGrp/Desc2ENTERTAINMENT & SOCIAL
IRS990/OtherExpensesGrp/TotalAmt05841
IRS990/OtherExpensesGrp/TotalAmt15632
IRS990/OtherExpensesGrp/TotalAmt2500
IRS990/OtherLiabilitiesGrp/BOYAmt09320
IRS990/OtherLiabilitiesGrp/EOYAmt01000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KRISTIN RUGEN CPA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0813410
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0762786
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0762786
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt012216
IRS990/PYInvestmentIncomeAmt023
IRS990/PYOtherExpensesAmt079688
IRS990/PYOtherRevenueAmt012083
IRS990/PYProgramServiceRevenueAmt0360382
IRS990/PYRevenuesLessExpensesAmt0280584
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt091904
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0372488
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-250477
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0100703
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02001
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CONTRIBUTIONS PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt01000
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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 NOT 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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
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/AddressLine1Txt01154 TOWN COUNTRY COMMONS DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TOWN COUNTRY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd063017
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE RELATIONSHIP WITH PI BETA PHI FRATERNITY HOUSING CORPORATION IS DISCLOSED AT PART II FOR INFORMATIONAL PURPOSES DESITE 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/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0409860
IRS990/TotalAssetsEOYAmt0151064
IRS990/TotalAssetsGrp/BOYAmt0409860
IRS990/TotalAssetsGrp/EOYAmt0151064
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01015196
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09320
IRS990/TotalLiabilitiesEOYAmt01000
IRS990/TotalLiabilitiesGrp/BOYAmt09320
IRS990/TotalLiabilitiesGrp/EOYAmt01000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0400540
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0150064
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0762786
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01933
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0762786
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0764719
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt028
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0409860
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0151064
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01154 TOWN COUNTRY COMMONS DRIVE
IRS990/USAddress/CityNm0TOWN COUNTRY
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd063017
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0UCSB.PIBETAPHI.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTIN RUGEN CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FRAT/FHC FINANCE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06362560680
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PI BETA PHI FRATERNITY CALIFORNIA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ZETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PIBE
ReturnHeader/Filer/EIN0951678460
ReturnHeader/Filer/PhoneNum06362560680
ReturnHeader/Filer/USAddress/AddressLine1Txt01154 TOWN COUNTRY COMMONS DRIVE
ReturnHeader/Filer/USAddress/CityNm0TOWN COUNTRY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063017
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264532849
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PURK & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01034 SOUTH BRENTWOOD BLVD STE 2000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063117
ReturnHeader/PreparerPersonGrp/PhoneNum03148844000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNAH R PURK CPA
ReturnHeader/ReturnTs02021-12-17T13:08:37-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KRISTIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RUGEN CPA
ReturnHeader/TaxPeriodBeginDt02020-07-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$151,064
Liabilities
$1,000
Net assets
$150,064
Revenue
$764,719
Expenses
$1,015,196
Net income
-$250,477
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$1.14$0.99$0.15
2024Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$1.04$0.94$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.23$0.02$0.20$0.96$0.94$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.85$0.83$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.76$1.02$0.25
2020Detailed filing. Detailed filing data is available for this year.$0.41$0.01$0.40$0.37$0.09$0.28
2019Detailed filing. Detailed filing data is available for this year.$0.13$0.01$0.12$0.17$0.21$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.17$0.01$0.17$0.56$0.55$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.16$0.02$0.15$0.55$0.52$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.13$0.02$0.12$0.45$0.47$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.45$0.47$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.33$0.31$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.00$0.12$0.31
2012Summary only. Only limited summary data is available for this year.$0.12$0.01$0.10$0.27$0.28$0.01
2011Summary only. Only limited summary data is available for this year.$0.14$0.03$0.11$0.53$0.58$0.05