Civic Intelligence

Pi Beta Phi Fraternity California Mu Chapter

990EZ • Fiscal year 2018 • EIN 95-4588031

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 09, 2018

24255 Pacific Coast HighwayMalibu, CA 90263

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Higher debt load relative to assets than 55% of similar nonprofits.

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

Liabilities / Revenue

54th percentile

0.00x

Higher debt load relative to revenue than 54% of similar nonprofits.

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

Net Margin

63rd percentile

6.9%

Higher net margin than 63% 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

84th percentile

26%

Faster asset growth than 84% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

35th percentile

-5.5%

Faster revenue growth than 35% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$29,252

Up $6,042 (+26%) from 2017

Net Assets

Up

$29,220

Up $6,772 (+30%) from 2017

Liabilities

Down

$32

Down $730 (-96%) from 2017

Revenue

Down

$98,267

Down $5,688 (-5.5%) from 2017

Expenses

Down

$91,495

Down $4,953 (-5.1%) from 2017

Net Income

Down

$6,772

Down $735 (-9.8%) from 2017

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $20,748Liabilities 2011: $3,250Net Assets 2011: $17,4982011Assets 2012: $27,135Liabilities 2012: $400Net Assets 2012: $26,7352012Assets 2013: $27,749Liabilities 2013: $10Net Assets 2013: $27,7392013Assets 2014: $28,248Liabilities 2014: $0Net Assets 2014: $28,2482014Assets 2015: $26,711Liabilities 2015: $0Net Assets 2015: $26,7112015Assets 2016: $20,541Liabilities 2016: $5,600Net Assets 2016: $14,9412016Assets 2017: $23,210Liabilities 2017: $762Net Assets 2017: $22,4482017Assets 2018: $29,252Liabilities 2018: $32Net Assets 2018: $29,2202018Assets 2019: $37,436Liabilities 2019: $310Net Assets 2019: $37,1262019Assets 2020: $55,857Liabilities 2020: $0Net Assets 2020: $55,8572020Assets 2021: $66,184Liabilities 2021: $0Net Assets 2021: $66,1842021Assets 2022: $103,821Liabilities 2022: $14,231Net Assets 2022: $89,5902022Assets 2023: $128,311Liabilities 2023: $17,269Net Assets 2023: $111,0422023Assets 2024: $136,331Liabilities 2024: $14,232Net Assets 2024: $122,0992024Assets 2025: $153,626Liabilities 2025: $14,232Net Assets 2025: $139,3942025

Highlighted filing

2018

Assets$29,252
Liabilities$32
Net Assets$29,220

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $74,182Expenses 2011: $77,390Net Income 2011: -$3,2082011Revenue 2012: $70,469Expenses 2012: $61,232Net Income 2012: $9,2372012Revenue 2013: $76,918Expenses 2013: $75,914Net Income 2013: $1,0042013Revenue 2014: $78,257Expenses 2014: $77,748Net Income 2014: $5092014Revenue 2015: $79,488Expenses 2015: $81,025Net Income 2015: -$1,5372015Revenue 2016: $94,309Expenses 2016: $106,079Net Income 2016: -$11,7702016Revenue 2017: $103,955Expenses 2017: $96,448Net Income 2017: $7,5072017Revenue 2018: $98,267Expenses 2018: $91,495Net Income 2018: $6,7722018Revenue 2019: $104,674Expenses 2019: $96,768Net Income 2019: $7,9062019Revenue 2020: $92,908Expenses 2020: $74,177Net Income 2020: $18,7312020Revenue 2021: $24,664Expenses 2021: $14,337Net Income 2021: $10,3272021Revenue 2022: $112,609Expenses 2022: $89,203Net Income 2022: $23,4062022Revenue 2023: $108,442Expenses 2023: $86,989Net Income 2023: $21,4532023Revenue 2024: $100,360Expenses 2024: $89,303Net Income 2024: $11,0572024Revenue 2025: $117,786Expenses 2025: $100,491Net Income 2025: $17,2952025

Highlighted filing

2018

Revenue$98,267
Expenses$91,495
Net Income$6,772
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 9, 2018
Return Version
2017v2.3
Gross Receipts
$98,932
Mission and Program Overview

Mission

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

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
See Schedule O--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dana Waterman 2017Chapter PresidentPT$0--
Meghan Doyle 2017VP Member DevelopmentPT$0--
Carrington Crain 2017VP Fraternity DevelopmentPT$0--
Jillian Unruh 2017VP FinancePT$0--
Katie Conklin 2017VP MembershipPT$0--
Eliza Tarwater 2017VP AdministrationPT$0--
Jenny Roth 2017VP PhilanthropyPT$0--
Summer Cameron 2017VP CommunicationsPT$0--
Savannah Schmidt 2017VP Event PlanningPT$0--
Sophia Flint 2018Chapter PresidentPT$0--
Katelynn Quick 2018VP Member DevelopmentPT$0--
Carrington Crain 2018VP Fraternity DevelopmentPT$0--
Aletta Marciano 2018VP FinancePT$0--
Maddi Hassell 2018VP MembershipPT$0--
Becca Smith 2018VP AdministrationPT$0--
Jenny Roth 2018VP PhilanthropyPT$0--
Mary Cate Long 2018VP CommunicationsPT$0--
Avery Wannemacher 2018VP Event PlanningPT$0--
Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Fraternity California Mu Chapter
EIN
95-4588031
In Care Of
% VP OF FINANCE
Phone
6362560680
Address
24255 Pacific Coast Highway, Malibu, CA 90263

Signing Officer

Name
Aletta Marciano
Title
VP of Finance
Phone
6362560680
Signed
2018-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
101 S HANLEY RD STE 800, ST LOUIS, MO 63105
Preparer
Mary Jane Pieroni CPA
Phone
3148891100
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Primary Exempt Purpose:

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

Form 990-EZ, Part III, Line 28, Program Service Accomplishments:

The California Mu 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 93 members.

Form 990-EZ, Part V,

Information regarding personal benefit contracts: The organization did not, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract. The organization did not, during the year, pay any premiums, directly or indirectly, on a personal benefit contract.

Form 990-EZ, Part I, Line 10:

Activity Classification: Contributions to charitable organizations Grantee Name: Less than $5,000 Amount Given: $385

Form 990EZ Part I Line 10

DONEES NAME:Pi Beta Phi Foundation DONEES ADDRESS:1154 Town & Country Commons Drive RELATIONSHIP:NONE PURPOSE OF PAYMENT:Charitable AMOUNT:11587

Form 990EZ Part I Line 16

Description:CAMPUS OBLIGATIONS Amount:4994

Form 990EZ Part I Line 16

Description:CHAPTER PROGRAMMING Amount:18259

Form 990EZ Part I Line 16

Description:COMPOSITE EXPENSE Amount:2422

Form 990EZ Part I Line 16

Description:CONVENTIONS & SEMINARS Amount:5639

Form 990EZ Part I Line 16

Description:ENTERTAINMENT & SOCIAL Amount:30880

Form 990EZ Part I Line 16

Description:GIFTS Amount:299

Form 990EZ Part I Line 16

Description:FRATERNITY OFFICER VISIT Amount:157

Form 990EZ Part I Line 16

Description:INSURANCE Amount:2325

Form 990EZ Part I Line 16

Description:RECRUITMENT EXPENSE Amount:2426

Form 990EZ Part I Line 16

Description:STATE UBI TAXES Amount:10

Form 990EZ Part I Line 16

Description:INFORMATION TECHNOLOGY Amount:4100

Form 990EZ Part II Line 26

Description:DUE TO PI BETA PHI FOUNDATION BOY Amount:727 EOY Amount:

Raw XML Appendix245 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dana Waterman 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Meghan Doyle 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Carrington Crain 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jillian Unruh 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Katie Conklin 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Eliza Tarwater 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jenny Roth 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Summer Cameron 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Savannah Schmidt 2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Sophia Flint 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Katelynn Quick 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Carrington Crain 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Aletta Marciano 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Maddi Hassell 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Becca Smith 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15Jenny Roth 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16Mary Cate Long 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17Avery Wannemacher 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chapter President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP Member Development
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Fraternity Development
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Finance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Administration
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP Philanthropy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP Event Planning
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Chapter President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VP Member Development
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VP Fraternity Development
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12VP Finance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14VP Administration
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15VP Philanthropy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16VP Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt17VP Event Planning
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0To mutually encourage and assist members in social, mental, and moral advancement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The California Mu 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 93 members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information regarding personal benefit contracts: The organization did not, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract. The organization did not, during the year, pay any premiums, directly or indirectly, on a personal benefit contract.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity Classification: Contributions to charitable organizations Grantee Name: Less than $5,000 Amount Given: $385
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DONEES NAME:Pi Beta Phi Foundation DONEES ADDRESS:1154 Town & Country Commons Drive RELATIONSHIP:NONE PURPOSE OF PAYMENT:Charitable AMOUNT:11587
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:CAMPUS OBLIGATIONS Amount:4994
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:CHAPTER PROGRAMMING Amount:18259
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:COMPOSITE EXPENSE Amount:2422
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:CONVENTIONS & SEMINARS Amount:5639
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:ENTERTAINMENT & SOCIAL Amount:30880
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description:GIFTS Amount:299
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description:FRATERNITY OFFICER VISIT Amount:157
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description:INSURANCE Amount:2325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description:RECRUITMENT EXPENSE Amount:2426
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Description:STATE UBI TAXES Amount:10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Description:INFORMATION TECHNOLOGY Amount:4100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Description:DUE TO PI BETA PHI FOUNDATION BOY Amount:727 EOY Amount:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Primary Exempt Purpose:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part III, Line 28, Program Service Accomplishments:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part V,
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990EZ PART I LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16FORM 990EZ PART II LINE 26
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ReturnHeader/Filer/InCareOfNm0% VP OF FINANCE
ReturnHeader/Filer/PhoneNum06362560680
ReturnHeader/Filer/USAddress/AddressLine1Txt024255 Pacific Coast Highway
ReturnHeader/Filer/USAddress/CityNm0Malibu
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090263
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId083E9DD87C16A873E83CBA0B4F89DD8E2EEF0F36C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09EB42F3BC7C2CC3FBB991F8E4DE589016E403879
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId043992620183245000012
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-20
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.249.82.10
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 S HANLEY RD STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063105
ReturnHeader/PreparerPersonGrp/PhoneNum03148891100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary Jane Pieroni CPA
ReturnHeader/ReturnTs02018-11-20T08:51:18-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.54$0.14$1.39$1.18$1.00$0.17
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.14$1.22$1.00$0.89$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.17$1.11$1.08$0.87$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.14$0.90$1.13$0.89$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$0.25$0.14$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.00$0.56$0.93$0.74$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.00$0.37$1.05$0.97$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.98$0.91$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.01$0.22$1.04$0.96$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.21$0.06$0.15$0.94$1.06$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.79$0.81$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.78$0.78$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.00$0.28$0.77$0.76$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.00$0.27$0.70$0.61$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.03$0.17$0.74$0.77$0.03