Civic Intelligence

Pi Beta Phi Fraternity California Gamma Chapter

990 • Fiscal year 2016 • EIN 95-1682991

Jul 01, 2015 to Jun 30, 2016 • Filed on Mar 31, 2017

667 West 28th StreetLos Angeles, CA 90007

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

37th percentile

0.01x

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

2016 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.01x

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

2016 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2016

Net Margin

74th percentile

15%

Higher net margin than 74% of similar nonprofits.

2016 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2016

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.

2016 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2016

Asset Growth

79th percentile

11%

Faster asset growth than 79% of similar nonprofits.

2016 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

57th percentile

4.8%

Faster revenue growth than 57% of similar nonprofits.

2016 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$729,853

Up $73,926 (+11%) from 2015

Net Assets

Up

$721,106

Up $107,779 (+18%) from 2015

Liabilities

Down

$8,747

Down $33,853 (-79%) from 2015

Revenue

Up

$724,209

Up $32,929 (+4.8%) from 2015

Expenses

Down

$616,430

Down $40,617 (-6.2%) from 2015

Net Income

Up

$107,779

Up $73,546 (+215%) from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $315,517Liabilities 2011: $50Net Assets 2011: $315,4672011Assets 2012: $471,296Liabilities 2012: $10Net Assets 2012: $471,2862012Assets 2013: $574,430Liabilities 2013: $30,675Net Assets 2013: $543,7552013Assets 2014: $664,294Liabilities 2014: $85,200Net Assets 2014: $579,0942014Assets 2015: $655,927Liabilities 2015: $42,600Net Assets 2015: $613,3272015Assets 2016: $729,853Liabilities 2016: $8,747Net Assets 2016: $721,1062016Assets 2017: $701,694Liabilities 2017: $9,024Net Assets 2017: $692,6702017Assets 2018: $678,821Liabilities 2018: $47,929Net Assets 2018: $630,8922018Assets 2019: $754,355Liabilities 2019: $2,933Net Assets 2019: $751,4222019Assets 2020: $515,966Liabilities 2020: $0Net Assets 2020: $515,9662020Assets 2021: $132,236Liabilities 2021: $0Net Assets 2021: $132,2362021Assets 2022: $281,556Liabilities 2022: $18,344Net Assets 2022: $263,2122022Assets 2023: $312,899Liabilities 2023: $60,363Net Assets 2023: $252,5362023Assets 2024: $325,369Liabilities 2024: $18,345Net Assets 2024: $307,0242024Assets 2025: $510,612Liabilities 2025: $18,345Net Assets 2025: $492,2672025

Highlighted filing

2016

Assets$729,853
Liabilities$8,747
Net Assets$721,106

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $1,154,3562011Expenses 2012: $463,1602012Revenue 2013: $588,758Expenses 2013: $516,289Net Income 2013: $72,4692013Revenue 2014: $615,593Expenses 2014: $580,254Net Income 2014: $35,3392014Revenue 2015: $691,280Expenses 2015: $657,047Net Income 2015: $34,2332015Revenue 2016: $724,209Expenses 2016: $616,430Net Income 2016: $107,7792016Revenue 2017: $633,959Expenses 2017: $662,395Net Income 2017: -$28,4362017Revenue 2018: $674,809Expenses 2018: $736,587Net Income 2018: -$61,7782018Revenue 2019: $754,082Expenses 2019: $633,552Net Income 2019: $120,5302019Revenue 2020: $234,621Expenses 2020: $465,342Net Income 2020: -$230,7212020Revenue 2021: $450,514Expenses 2021: $834,244Net Income 2021: -$383,7302021Revenue 2022: $1,398,914Expenses 2022: $1,267,938Net Income 2022: $130,9762022Revenue 2023: $1,369,446Expenses 2023: $1,380,122Net Income 2023: -$10,6762023Revenue 2024: $1,414,137Expenses 2024: $1,359,649Net Income 2024: $54,4882024Revenue 2025: $1,570,476Expenses 2025: $1,385,233Net Income 2025: $185,2432025

Highlighted filing

2016

Revenue$724,209
Expenses$616,430
Net Income$107,779
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 31, 2017
Return Version
2015v3.0
Gross Receipts
$726,570
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$327,351$386,712▲ $59,361
Savings and Temporary Cash Investments$286,396$287,538▲ $1,142
Accounts Receivable$42,180$55,603▲ $13,423
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--
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$655,927$729,853▲ $73,926
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$42,600$4,790▼ $37,810
Accounts Payable and Accrued Expenses$0$3,957▲ $3,957
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$42,600$8,747▼ $33,853
Net Assets / Fund Balance
Unrestricted Net Assets$613,327$721,106▲ $107,779
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$613,327$721,106▲ $107,779
Total Liabilities and Net Assets / Fund Balance$655,927$729,853▲ $73,926
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lizzie Yaeger 2016Chapter President
Marie Griffith 2015Chapter President
Hannah James 2015VP Administration
Kinsey Marker 2016VP Administration
Lizzie Yaeger 2015VP Communications
Mia Bensimon 2016VP Communications
Allie McBeath 2015VP Event Planning
Ellie Forche 2016VP Event Planning
Alli Guttman 2016VP Finance
Charolotte Jones 2015VP Finance
Christi Cameron 2015VP Fraternity Development
Nikki Swoish 2016VP Fraternity Development
Jacquie Lowe 2015VP Housing
Skye Herjavec 2016VP Housing
Courtney Beaulieu 2016VP Member Development
Gillian Chugg 2015VP Member Development
Gurmehr Brar 2016VP Membership
Victoria Ferttita 2015VP Membership
Jasmine Anklesaria 2016VP Philanthropy
Mariah Miller 2015VP Philanthropy
Revenue and Support

Revenue Composition

Contributions and Grants
$5,220
Program Service Revenue
$717,877
Investment Income
$142
Other Revenue
$970
Change in Net Assets
$107,779
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$602,897
Grants and Similar Amounts Paid$13,533
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$313,915
Fees for Services Other---$38,727
Advertising---$24,614
Grants to Domestic Orgs---$13,533
Other Expenses---$13,039
Office Expenses---$12,995
Information Technology---$10,600
Insurance---$5,220
Conferences and Meetings---$4,597
Fees for Services Accounting---$3,336
Payments to Affiliates---$105
Total Functional Expenses$0$0$0$616,430
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pi Beta Phi FoundationTown Country, MO501(c)(3)Charitable$12,403
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$3,331
Fundraising Direct Expenses$2,361
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$4,790
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 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 11B:

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 California Gamma
EIN
95-1682991
In Care Of
% VP OF FINANCE
Phone
6362560680
Address
667 WEST 28TH STREET, LOS ANGELES, CA 90007

Signing Officer

Name
Kristen Nachtman
Title
VP of Finance
Phone
6362560680
Signed
2017-03-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lizzie Yaeger
Formed
1917
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
37

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/PersonNm9Jacquie Lowe 2015
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Chapter President
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP Member Development
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP Fraternity Development
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IRS990/Form990PartVIISectionAGrp/TitleTxt8VP Event Planning
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.51$0.02$0.49$1.57$1.39$0.19
2024Detailed filing. Detailed filing data is available for this year.$0.33$0.02$0.31$1.41$1.36$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.31$0.06$0.25$1.37$1.38$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.28$0.02$0.26$1.40$1.27$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.45$0.83$0.38
2020Summary only. Only limited summary data is available for this year.$0.52$0.00$0.52$0.23$0.47$0.23
2019Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.75$0.63$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.68$0.05$0.63$0.67$0.74$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.70$0.01$0.69$0.63$0.66$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.73$0.01$0.72$0.72$0.62$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.66$0.04$0.61$0.69$0.66$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.09$0.58$0.62$0.58$0.04
2013Summary only. Only limited summary data is available for this year.$0.57$0.03$0.54$0.59$0.52$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.00$0.47$0.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$1.15