Civic Intelligence

Pi Beta Phi Fraternity California Mu Chapter

990EZ • Fiscal year 2022 • EIN 95-4588031

Jul 01, 2021 to Jun 30, 2022 • Filed on May 10, 2023

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

78th percentile

0.14x

Higher debt load relative to assets than 78% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

77th percentile

0.13x

Higher debt load relative to revenue than 77% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Net Margin

82nd percentile

21%

Higher net margin than 82% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Asset Growth

93rd percentile

57%

Faster asset growth than 93% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

96th percentile

357%

Faster revenue growth than 96% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$103,821

Up $37,637 (+57%) from 2021

Net Assets

Up

$89,590

Up $23,406 (+35%) from 2021

Liabilities

Up

$14,231

Up $14,231 from 2021

Revenue

Up

$112,609

Up $87,945 (+357%) from 2021

Expenses

Up

$89,203

Up $74,866 (+522%) from 2021

Net Income

Up

$23,406

Up $13,079 (+127%) from 2021

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

2022

Assets$103,821
Liabilities$14,231
Net Assets$89,590

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

2022

Revenue$112,609
Expenses$89,203
Net Income$23,406
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 10, 2023
Return Version
2021v4.2
Gross Receipts
$114,894
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 93 MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LANIE JONES 2021Chapter PresidentPT$0--
HATTIE PACE 2021VP OperationsPT$0--
KATIE KENNEDY 2021VP Risk ManagementPT$0--
JANIE SOUZA 2021VP Member ExperiencePT$0--
FAITH PEARLMAN 2021VP Finance/HousingPT$0--
ALLIE MERRITT 2021VP Community RelationsPT$0--
SOPHIA EGLIGHT 2021VP RecruitmentPT$0--
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--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pi With the Pi Phis$11,589$11,589$669$10,920
Arrowspike$5,903$5,903$4,615$1,288
Total Events$17,492$17,492$5,284$12,208
Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Fraternity California
EIN
95-4588031
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
2023-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Purk & Associates Pc
Address
1034 SOUTH BRENTWOOD BLVD STE 2000, SAINT LOUIS, MO 63117
Preparer
Jennah R Purk CPA
Phone
3148844000
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 25.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: contributions to charitable organization. Grantee name: more than $5,000. Grantee address: 1154 town & country commons drive town & country, mo 63017. Amount given: 14,232.

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

Description: chapter programming. Amount: 18,367. Description: entertainment & social. Amount: 34,903. Description: recruitment expense. Amount: 5,631. Description: greekbill fees. Amount: 5,115. Description: office expense. Amount: 2,129. Description: conferences & mtgs. Amount: 1,119. Description: campus obligations. Amount: 2,880. Description: bad debt. Amount: 1,912. Total to form 990-ez, line 16: 72,056.

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

Description: accounts receivable. Beg. Of year amount: 0. End of year amount: 1,201. Description: other receivables. Beg. Of year amount: 0. End of year amount: 554.

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

Description: contributions payable. Beg. Of year amount: 0. End of year amount: 14,231.

Raw XML Appendix195 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/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LANIE JONES 2021
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HATTIE PACE 2021
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATIE KENNEDY 2021
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JANIE SOUZA 2021
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4FAITH PEARLMAN 2021
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ALLIE MERRITT 2021
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SOPHIA EGLIGHT 2021
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ABIGAIL AKROFI 2022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LEA MARTINSON 2022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SARAH WHITE 2022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10KATY KULSETH 2022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11OLIVIA BORN 2022
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/TitleTxt7CHAPTER PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP OPERATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP RISK MANAGEMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VP MEMBER EXPERIENCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VP FINANCE/HOUSING
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationFiled990TInd01
IRS990EZ/OrganizationHadUBIInd01
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01755
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt072056
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 93 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt089203
IRS990EZ/TotalRevenueAmt0112609
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0PEPPERDINE.PIBETAPHI.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05284
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PI WITH THE PI PHIS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ARROWSPIKE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011589
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05903
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017492
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011589
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05903
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017492
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012208
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05284
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0669
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04615
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: CONTRIBUTIONS TO CHARITABLE ORGANIZATION. GRANTEE NAME: MORE THAN $5,000. GRANTEE ADDRESS: 1154 TOWN & COUNTRY COMMONS DRIVE TOWN & COUNTRY, MO 63017. AMOUNT GIVEN: 14,232.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CHAPTER PROGRAMMING. AMOUNT: 18,367. DESCRIPTION: ENTERTAINMENT & SOCIAL. AMOUNT: 34,903. DESCRIPTION: RECRUITMENT EXPENSE. AMOUNT: 5,631. DESCRIPTION: GREEKBILL FEES. AMOUNT: 5,115. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 2,129. DESCRIPTION: CONFERENCES & MTGS. AMOUNT: 1,119. DESCRIPTION: CAMPUS OBLIGATIONS. AMOUNT: 2,880. DESCRIPTION: BAD DEBT. AMOUNT: 1,912. TOTAL TO FORM 990-EZ, LINE 16: 72,056.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,201. DESCRIPTION: OTHER RECEIVABLES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 554.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: CONTRIBUTIONS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 14,231.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 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/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTIN RUGEN CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FRAT/FHC FINANCE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06362560680
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PI BETA PHI FRATERNITY CALIFORNIA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MU CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PIBE
ReturnHeader/Filer/EIN0954588031
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/PreparationDt02023-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNAH R PURK CPA
ReturnHeader/ReturnTs02023-05-15T16:10:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KRISTIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RUGEN CPA
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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
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
2022Detailed filing. Detailed filing data is available for this year.$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