Civic Intelligence

Pi Beta Phi Fraternity California Mu Chapter

990EZ • Fiscal year 2020 • EIN 95-4588031

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

52nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

52nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Net Margin

79th percentile

20%

Higher net margin than 79% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

88th percentile

49%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

55th percentile

-11%

Faster revenue growth than 55% of similar nonprofits.

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

Assets

Up

$55,857

Up $18,421 (+49%) from 2019

Net Assets

Up

$55,857

Up $18,731 (+50%) from 2019

Liabilities

Down

$0

Down $310 (-100%) from 2019

Revenue

Down

$92,908

Down $11,766 (-11%) from 2019

Expenses

Down

$74,177

Down $22,591 (-23%) from 2019

Net Income

Up

$18,731

Up $10,825 (+137%) from 2019

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

2020

Assets$55,857
Liabilities$0
Net Assets$55,857

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

2020

Revenue$92,908
Expenses$74,177
Net Income$18,731
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 15, 2020
Return Version
2019v5.1
Gross Receipts
$95,639
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
MCKENNA ETHINGTON 2019Chapter PresidentPT$0--
KATIE O'MALLEY 2019VP Member DevelopmentPT$0--
JULIE FOSTER 2019VP Fraternity DevelopmentPT$0--
ELISABETH HARDING 2019VP FinancePT$0--
HANNA PRICE 2019VP MembershipPT$0--
KIRSTEN LAVERTY 2019VP AdministrationPT$0--
KATIE DILLON 2019VP PhilanthropyPT$0--
CARY KRUMDIECK 2019VP CommunicationsPT$0--
KATHRYN CAMPBELL 2019VP Event PlanningPT$0--
CAROLINE CHANCE 2020Chapter PresidentPT$0--
CAMERON DAVIS 2020VP Community RelationsPT$0--
SHERIDAN DAVIS 2020VP Finance/HousingPT$0--
AMANDA COOPER 2020VP Member ExperiencePT$0--
BRIGHTON BARNES 2020VP OperationsPT$0--
KASEY LOUCKS 2020VP RecruitmentPT$0--
GRACE WILSON 2020VP Risk ManagementPT$0--
Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Fraternity California Mu Chapter
EIN
95-4588031
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

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 101 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: $220

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:11046

Form 990EZ Part I Line 16

Description:CAMPUS OBLIGATIONS Amount:1664

Form 990EZ Part I Line 16

Description:CHAPTER PROGRAMMING Amount:7618

Form 990EZ Part I Line 16

Description:COMPOSITE EXPENSE Amount:2182

Form 990EZ Part I Line 16

Description:CONVENTIONS & SEMINARS Amount:7971

Form 990EZ Part I Line 16

Description:ENTERTAINMENT & SOCIAL Amount:19790

Form 990EZ Part I Line 16

Description:GIFTS Amount:222

Form 990EZ Part I Line 16

Description:FRATERNITY OFFICER VISIT Amount:196

Form 990EZ Part I Line 16

Description:INSURANCE Amount:1950

Form 990EZ Part I Line 16

Description:RECRUITMENT EXPENSE Amount:2783

Form 990EZ Part I Line 16

Description:STATE UBI TAXES Amount:10

Form 990EZ Part I Line 16

Description:INFORMATION TECHNOLOGY Amount:3540

Form 990EZ Part I Line 16

Description:BANK SERVICE CHARGE Amount:486

Form 990EZ Part I Line 16

Description:SPECIAL ASSESSMENTS Amount:4696

Form 990EZ Part I Line 16

Description:FOOD EXPENSE Amount:178

Form 990EZ Part II Line 26

Description:CONTRIBUTIONS PAYABLE BOY Amount:310

Raw XML Appendix241 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/PersonNm1KATIE O'MALLEY 2019
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELISABETH HARDING 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HANNA PRICE 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KIRSTEN LAVERTY 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KATIE DILLON 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CARY KRUMDIECK 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KATHRYN CAMPBELL 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9CAROLINE CHANCE 2020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10CAMERON DAVIS 2020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11SHERIDAN DAVIS 2020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12AMANDA COOPER 2020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13BRIGHTON BARNES 2020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14KASEY LOUCKS 2020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15GRACE WILSON 2020
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 Community Relations
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VP Finance/Housing
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12VP Member Experience
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13VP Operations
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14VP Recruitment
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15VP Risk Management
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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 101 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: $220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DONEES NAME:Pi Beta Phi Foundation DONEES ADDRESS:1154 Town & Country Commons Drive RELATIONSHIP:NONE PURPOSE OF PAYMENT:Charitable AMOUNT:11046
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:CAMPUS OBLIGATIONS Amount:1664
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:CHAPTER PROGRAMMING Amount:7618
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:COMPOSITE EXPENSE Amount:2182
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:CONVENTIONS & SEMINARS Amount:7971
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:ENTERTAINMENT & SOCIAL Amount:19790
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description:GIFTS Amount:222
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description:FRATERNITY OFFICER VISIT Amount:196
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description:INSURANCE Amount:1950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description:RECRUITMENT EXPENSE Amount:2783
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Description:STATE UBI TAXES Amount:10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Description:INFORMATION TECHNOLOGY Amount:3540
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Description:BANK SERVICE CHARGE Amount:486
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Description:SPECIAL ASSESSMENTS Amount:4696
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Description:FOOD EXPENSE Amount:178
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Description:CONTRIBUTIONS PAYABLE BOY Amount:310
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 I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19FORM 990EZ PART II LINE 26
ReturnHeader/BuildTS02021-01-29 14:40:06Z
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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/FilingSecurityInformation/AtSubmissionCreationDeviceId050559AE8E574E32A0F4B77616981B07D43F6673C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0717C4522B1428C0A2800352E83B2AE5E7E6DA925
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId043992620203215000025
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-16
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.10.183.178
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/ReturnTs02020-11-16T15:40:56-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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
2020Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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