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Pi Beta Phi Fraternity Utah Alpha Chapter FY2023 filing

Not tax-deductible

Chesterfield, MO501(c)(7)Since 1929EIN 87-0164766Revenue $411K in FY2023

On file with the IRSutah.pibetaphi.org1154 Town and Country Commons Dr, 63017-8200 · Chesterfield, MOTax-exempt since Feb 1967

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

Mission: Form 990 Part I, line 1

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(7)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $37K a year · 9% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Cash reserves
17 mo
of spending, in cash
Looks good: 17.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$11K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$411K
+15% vs prior year
Spent
$365K
Net assets
$532K
By yearFY2021–FY2025
Revenue
$411K
FY2023▲ +15%
Tap a bar for its year
Revenue by fiscal year
FY2021$254K
FY2022$357K
FY2023$411K
FY2024$453K
FY2025$580K
Expenses
$365K
FY2023▲ +6%
Tap a bar for its year
Expenses by fiscal year
FY2021$264K
FY2022$345K
FY2023$365K
FY2024$424K
FY2025$472K
Net assets
$532K
FY2023▲ +9%
Tap a bar for its year
Net assets by fiscal year
FY2021$475K
FY2022$487K
FY2023$532K
FY2024$561K
FY2025$668K

From the FY2023 Form 990 (year ending June 2023) · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 1967.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Fundraising 0% · $666

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

15 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Julia Hayes 2022
Chapter President
$0Pt VII · Sec A
$0Pt VII · Sec A
Alli Rathfon 2022
VP Risk Management
$0Pt VII · Sec A
Kayla Romero 2022
VP Member Experience
$0Pt VII · Sec A
Zoe Czaja 2022
VP Community Relations
$0Pt VII · Sec A
Izzy Newell 2022
VP Finance/Housing
$0Pt VII · Sec A
Secily Wardle 2022
VP Recruitment
$0Pt VII · Sec A
Aspen Root 2022
VP Inclusion
$0Pt VII · Sec A
See Pi Beta Phi Fraternity Utah Alpha Chapter executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Helps members improve socially, mentally, and morally through mutual encouragement and assistance.

Questions for Pi Beta Phi Fraternity Utah Alpha Chapter

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Provided by the organization

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1 program · in their own filed words · FY2022
01

The utah alpha 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…

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 2 grants · $20K · 2020–2023
Pi Beta Phi FoundationMO · FY2023$17,607
Pi Beta Phi FoundationMO · FY2020$2,523

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$411K
Ln 12
Fees for servicesLn 2g$397K
Other incomeLn 4–11$13K
Gifts and grantsLn 1h$666
Money outPt IX
$365K
Ln 25
Fundraisingcol D$666
Owns and owesPt X
$532K
net assets · Ln 32
Cash and savingsLn 1–2$528K
Total assetsLn 16$543K
LiabilitiesLn 26$11K
PeoplePt VI, VII
15
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$666
Fundraising eventsLn 1c$666
Fees for servicesLn 2g$397K
Investment incomeLn 3$1
Other incomeLn 4–11$13K
Total revenueLn 12$411K
Assets in detailPt X, end of year
CashLn 1$527K
SavingsLn 2$1K
Cash and savings togetherLn 1–2$528K
Other assetsLn 15$10K
Total assetsLn 16$543K
LiabilitiesLn 26$11K
Net assetsLn 32$532K
OperationsPt I, VI
EmployeesI 50
VolunteersI 68
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$472K$528K
Total assetsLn 16$489K$543K
LiabilitiesLn 26$2K$11K
Net assetsLn 32$487K$532K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Accounting feesLn 11c$4K
Other fees for servicesLn 11g$17K
Advertising and promotionLn 12$9K
Office expensesLn 13$4K
OccupancyLn 16$236K
Conferences, conventions and meetingsLn 19$9K
Other expenses (24a–d)Ln 24$86K
Total functional expensesLn 25$365K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $580K$472K$108K$668K 990 PDF
FY2024 $453K$424K$28K$561K 990 PDF
FY2023 Viewing $411K$365K$45K$532K 990 PDF
FY2022 $357K$345K$12K$487K 990 PDF
FY2021 $254K$264K−$10K$475K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $410,939 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$666
I-9 Program service revenuePrior year $353,433$397,244
I-10 Investment incomePrior year $1$1
I-11 Other revenuePrior year $3,493$13,028
I-12 Total revenuePrior year $356,927$410,939
I-13 Grants and similar amounts paidPrior year $2,493$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $342,344$365,441
I-18 Total expensesPrior year $344,837$365,441
I-19 Revenue less expensesPrior year $12,090$45,498
Part VI · Governance 7 of 7 board members independent, 4 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $410,939 across 6 lines filed
VIII-1c Fundraising events$666
VIII-1h Total contributions, gifts and grants$666
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $397,244$397,244
VIII-3 Investment incomeExcluded from tax $1$1
VIII-8 Net income from fundraising eventsExcluded from tax $13,028$13,028
VIII-12 Total revenueRelated to mission $397,244 · Unrelated business $0 · Excluded from tax $13,029$410,939
Part IX · Statement of functional expenses $365,441 across 7 lines filed
IX-11c Accounting fees$4,125
IX-11g Other fees for services$17,369
IX-12 Advertising and promotion$9,132
IX-13 Office expenses$3,988
IX-16 Occupancy$236,076
IX-19 Conferences, conventions and meetings$8,615
IX-24 Other expenses (24a–d)$86,136
IX-25 Total functional expenses$365,441
Part X · Balance sheet $543,138 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $470,737$527,468
X-2 Savings and temporary cash investmentsStart of year $1,001$1,002
X-4 Accounts receivableStart of year $16,783$4,602
X-15 Other assetsStart of year $624$10,066
X-16 Total assetsStart of year $489,145$543,138
X-25 Other liabilitiesStart of year $2,498$10,993
X-26 Total liabilitiesStart of year $2,498$10,993
X-27 Net assets without donor restrictionsStart of year $486,647$532,145
X-32 Total net assets or fund balancesStart of year $486,647$532,145
X-33 Total liabilities and net assetsStart of year $489,145$543,138
Part XI · Reconciliation of net assets $532,145 net assets at year end
XI-1 Total revenue$410,939
XI-2 Total expenses$365,441
XI-3 Revenue less expenses$45,498
XI-4 Net assets at start of year$486,647
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$532,145

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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