Civic Intelligence

Pi Beta Phi Fraternity California Mu Chapter

990EZ • Fiscal year 2023 • EIN 95-4588031

Jul 01, 2022 to Jun 30, 2023 • Filed on May 07, 2024

1154 Town Country Commons DrTown Country, MO 63017

(636) 256-0680

Siviq Scores

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

Liabilities / Assets

79th percentile

0.13x

Higher debt load relative to assets than 79% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

80th percentile

0.16x

Higher debt load relative to revenue than 80% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Net Margin

82nd percentile

20%

Higher net margin than 82% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

83rd percentile

24%

Faster asset growth than 83% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

32nd percentile

-3.7%

Faster revenue growth than 32% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$128,311

Up $24,490 (+24%) from 2022

Net Assets

Up

$111,042

Up $21,452 (+24%) from 2022

Liabilities

Up

$17,269

Up $3,038 (+21%) from 2022

Revenue

Down

$108,442

Down $4,167 (-3.7%) from 2022

Expenses

Down

$86,989

Down $2,214 (-2.5%) from 2022

Net Income

Down

$21,453

Down $1,953 (-8.3%) from 2022

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

2023

Assets$128,311
Liabilities$17,269
Net Assets$111,042

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

2023

Revenue$108,442
Expenses$86,989
Net Income$21,453
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 7, 2024
Return Version
2022v5.0
Gross Receipts
$109,705
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
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 95 MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ABIGAIL AKROFI 2022Chapter PresidentPT$0--
LEA MARTINSON 2022VP OperationsPT$0--
SARAH WHITE 2022VP Risk ManagementPT$0--
KATY KULSETH 2022VP Member ExperiencePT$0--
OLIVIA BORN 2022VP Finance/HousingPT$0--
CONNIE NONG 2022VP Community RelationsPT$0--
BAILY MCCUTHCEN 2022VP RecruitmentPT$0--
MARY ROWSEY 2022VP InclusionPT$0--
KARSYN MURDOCK 2023Chapter PresidentPT$0--
CHARLOTTE WALKER 2023VP Community RelationsPT$0--
EMILY PICCIRILLO 2023VP Finance/HousingPT$0--
MADILYN HENSHAW 2023VP Member ExperiencePT$0--
Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Fraternity California Mu
EIN
95-4588031
Phone
6362560680
Address
1154 TOWN COUNTRY COMMONS DR, TOWN COUNTRY, MO 63017

Signing Officer

Name
Micah Richardson
Title
Sr Director of Finance
Phone
6362560680
Signed
2024-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Uhy Advisors Midwest Inc
Address
15 SUNNEN DRIVE SUITE 100, ST LOUIS, MO 63143-3819
Preparer
Denise Pisciotta
Phone
3146151200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 17.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: campus obligations. Amount: 3,081. Description: recruitment expense. Amount: 4,948. Description: office expense. Amount: 2,221. Description: entertainment and social events. Amount: 38,415. Description: chapter programming. Amount: 17,755. Description: conferences conventions. Amount: 9,769. Description: greekbill fees. Amount: 5,442. Description: bad debt. Amount: 347. Description: uncategorized expense. Amount: 203. Total to form 990-ez, line 16: 82,181.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 1,201. End of year amount: 234. Description: other receivables. Beg. Of year amount: 554. End of year amount: 554. Description: fraternity dues receivable. Beg. Of year amount: 0. End of year amount: 440. Description: fraternity initiation fees receivable. Beg. Of year amount: 0. End of year amount: 4,375. Description: technology fees receivable. Beg. Of year amount: 0. End of year amount: 200. Description: npc dues receivable. Beg. Of year amount: 0. End of year amount: 119.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: senior alumna dues payable. Beg. Of year amount: 0. End of year amount: 2,030. Description: contributions payable. Beg. Of year amount: 14,232. End of year amount: 14,232. Description: insurance payable. Beg. Of year amount: 0. End of year amount: 1,007.

Raw XML Appendix181 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ABIGAIL AKROFI 2022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LEA MARTINSON 2022
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATY KULSETH 2022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4OLIVIA BORN 2022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CONNIE NONG 2022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BAILY MCCUTHCEN 2022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARY ROWSEY 2022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KARSYN MURDOCK 2023
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9CHARLOTTE WALKER 2023
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11MADILYN HENSHAW 2023
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAPTER PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP OPERATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP RISK MANAGEMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP MEMBER EXPERIENCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP FINANCE/HOUSING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP COMMUNITY RELATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP RECRUITMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP INCLUSION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8CHAPTER PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP COMMUNITY RELATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VP FINANCE/HOUSING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VP MEMBER EXPERIENCE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OrganizationHadUBIInd01
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt05922
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt082181
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO MUTUALLY ENCOURAGE AND ASSIST MEMBERS IN SOCIAL, MENTAL, AND MORAL ADVANCEMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE 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 95 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt014232
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt017269
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt086989
IRS990EZ/TotalRevenueAmt0108442
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0PEPPERDINE.PIBETAPHI.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 17.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CAMPUS OBLIGATIONS. AMOUNT: 3,081. DESCRIPTION: RECRUITMENT EXPENSE. AMOUNT: 4,948. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 2,221. DESCRIPTION: ENTERTAINMENT AND SOCIAL EVENTS. AMOUNT: 38,415. DESCRIPTION: CHAPTER PROGRAMMING. AMOUNT: 17,755. DESCRIPTION: CONFERENCES CONVENTIONS. AMOUNT: 9,769. DESCRIPTION: GREEKBILL FEES. AMOUNT: 5,442. DESCRIPTION: BAD DEBT. AMOUNT: 347. DESCRIPTION: UNCATEGORIZED EXPENSE. AMOUNT: 203. TOTAL TO FORM 990-EZ, LINE 16: 82,181.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 1,201. END OF YEAR AMOUNT: 234. DESCRIPTION: OTHER RECEIVABLES. BEG. OF YEAR AMOUNT: 554. END OF YEAR AMOUNT: 554. DESCRIPTION: FRATERNITY DUES RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 440. DESCRIPTION: FRATERNITY INITIATION FEES RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 4,375. DESCRIPTION: TECHNOLOGY FEES RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 200. DESCRIPTION: NPC DUES RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 119.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: SENIOR ALUMNA DUES PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,030. DESCRIPTION: CONTRIBUTIONS PAYABLE. BEG. OF YEAR AMOUNT: 14,232. END OF YEAR AMOUNT: 14,232. DESCRIPTION: INSURANCE PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,007.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICAH RICHARDSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SR DIRECTOR OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum06362560680
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PI BETA PHI FRATERNITY CALIFORNIA MU
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PIBE
ReturnHeader/Filer/EIN0954588031
ReturnHeader/Filer/PhoneNum06362560680
ReturnHeader/Filer/USAddress/AddressLine1Txt01154 TOWN COUNTRY COMMONS DR
ReturnHeader/Filer/USAddress/CityNm0TOWN COUNTRY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063017
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431305800
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UHY ADVISORS MIDWEST INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015 SUNNEN DRIVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0631433819
ReturnHeader/PreparerPersonGrp/PhoneNum03146151200
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENISE PISCIOTTA
ReturnHeader/ReturnTs02024-05-14T08:45:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICAH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RICHARDSON
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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.$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
2023Detailed filing. Detailed filing data is available for this year.$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
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