Pi Beta Phi Fraternity California FY2020 filing

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

Form 990 Part I, line 1, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 95-6068186) · Dispute this line
501(c)(7) social or recreational club; gifts are not tax-deductible as charitable contributions.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(7)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
The IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $23K a year · 3% of revenue · last 6 filings
A surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
9.0 mo
of spending, in cash
9.0 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Liabilities are 0% of assets.
Pt X · Ln 26
Independent board members
7
of 7 voting members
7 of 7 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$371K
Spent
$349K
Net assets
$265K
By yearFY2020–FY2025
Revenue
$371K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$371K
FY2021$311K
FY2022$830K
FY2023$900K
FY2024$1.1M
FY2025$1.1M
Expenses
$349K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$349K
FY2021$405K
FY2022$728K
FY2023$868K
FY2024$1.1M
FY2025$1.0M
Net assets
$265K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$265K
FY2021$172K
FY2022$273K
FY2023$306K
FY2024$322K
FY2025$382K

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

You’re viewing the FY2020 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 May 1942.

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

Who runs it and what they're paid

17 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Chapter President
$0Pt VII · Sec A
VP Member Development
$0Pt VII · Sec A
VP Fraternity Development
$0Pt VII · Sec A
$0Pt VII · Sec A
VP Membership
$0Pt VII · Sec A
VP Administration
$0Pt VII · Sec A
VP Philanthropy
$0Pt VII · Sec A
VP Communications
$0Pt VII · Sec A
See Pi Beta Phi Fraternity California executive salaries →

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 grow socially, mentally, and morally.

Questions for Pi Beta Phi Fraternity California

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Your first name shows with your question. Pi Beta Phi Fraternity California answers here, for everyone.

1 program · in their own filed words · FY2019
01

The California Epsilon 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…

Form 990 Part III, line 4, FY2019. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 95-6068186) · Dispute this line
Pt IX · Ln 25 · 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 · 6 grants · $79K · 2019–2024
Pi Beta Phi FoundationMO · FY2024$19,359
Pi Beta Phi FoundationMO · FY2023$17,221
Pi Beta Phi FoundationMO · FY2022$13,148
Pi Beta Phi FoundationMO · FY2021$11,781
Pi Beta Phi FoundationMO · FY2020$5,641
Pi Beta Phi FoundationMO · FY2019$11,387

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$371K
Ln 12
Fees for servicesLn 2g$361K
Other incomeLn 4–11$10K
Investment incomeLn 3$30
Money outPt IX
$349K
Ln 25
Owns and owesPt X
$265K
net assets · Ln 32
Cash and savingsLn 1–2$262K
Total assetsLn 16$265K
LiabilitiesLn 26$0
PeoplePt VI, VII
17
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$361K
Investment incomeLn 3$30
Other incomeLn 4–11$10K
Gains on assetsLn 7$0
Total revenueLn 12$371K
Assets in detailPt X, end of year
CashLn 1$94K
SavingsLn 2$167K
Cash and savings togetherLn 1–2$262K
Accounts receivableLn 4$4K
Total assetsLn 16$265K
LiabilitiesLn 26$0
Net assetsLn 32$265K
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 FY20End FY20
Cash and savingsLn 1–2$251K$262K
InvestmentsLn 11–13$0$0
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$256K$265K
LiabilitiesLn 26$13K$0
Net assetsLn 32$243K$265K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$12K
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of officers and key staff (Part IX, line 5)Ln 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$0
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$4K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$22K
Advertising and promotionLn 12$20K
Office expensesLn 13$4K
Information technologyLn 14$10K
RoyaltiesLn 15$0
OccupancyLn 16$190K
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$7K
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$5K
Other expenses (24a–d)Ln 24$75K
Total functional expensesLn 25$349K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Mar 2, 2026 $1.1M$1.0M$60K$382K 990 PDF
FY2024Filed with the IRS May 7, 2025 $1.1M$1.1M$16K$322K 990 PDF
FY2023Filed with the IRS May 14, 2024 $900K$868K$32K$306K 990 PDF
FY2022Filed with the IRS May 15, 2023 $830K$728K$102K$273K 990 PDF
FY2021Filed with the IRS Nov 10, 2021 $311K$405K−$94K$172K 990 PDF
FY2020 ViewingFiled with the IRS Mar 19, 2021 $371K$349K$22K$265K 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2020 990
Part I · Summary $371,112 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $4,308$0
I-9 Program service revenuePrior year $403,652$361,115
I-10 Investment incomePrior year $45$30
I-11 Other revenuePrior year $2,439$9,967
I-12 Total revenuePrior year $410,444$371,112
I-13 Grants and similar amounts paidPrior year $15,525$11,887
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 $364,727$336,947
I-18 Total expensesPrior year $380,252$348,834
I-19 Revenue less expensesPrior year $30,192$22,278
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 $371,112 across 8 lines filed
VIII-1h Total contributions, gifts and grants$0
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $361,115$361,115
VIII-3 Investment incomeExcluded from tax $30$30
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising eventsExcluded from tax $9,967$9,967
VIII-12 Total revenueRelated to mission $361,115 · Excluded from tax $9,997$371,112
Part IX · Statement of functional expenses $348,834 across 30 lines filed
IX-1 Grants to domestic organizations$11,887
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of officers and key staff (Part IX, line 5)$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$0
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting fees$3,815
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$22,027
IX-12 Advertising and promotion$20,220
IX-13 Office expenses$4,295
IX-14 Information technology$10,155
IX-15 Royalties$0
IX-16 Occupancy$190,236
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$7,054
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 Insurance$4,550
IX-24 Other expenses (24a–d)$74,595
IX-25 Total functional expenses$348,834
Part X · Balance sheet $265,348 assets, 30 lines filed
X-1 Cash, non-interest-bearingStart of year $119,584$94,446
X-2 Savings and temporary cash investmentsStart of year $131,645$167,237
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $4,711$3,665
X-5 Loans to officers and key peopleStart of year $0$0
X-6 Loans to other insidersStart of year $0$0
X-7 Notes and loans receivableStart of year $0$0
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $0$0
X-10c Land, buildings and equipment, netStart of year $0$0
X-11 Publicly traded securitiesStart of year $0$0
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $0$0
X-16 Total assetsStart of year $255,940$265,348
X-17 Accounts payable and accrued expensesStart of year $0$0
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-21 Escrow or custodial accountsStart of year $0$0
X-22 Loans from officers and insidersStart of year $0$0
X-23 Secured mortgages and notes payableStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $12,870$0
X-26 Total liabilitiesStart of year $12,870$0
X-27 Net assets without donor restrictionsStart of year $243,070$265,348
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $243,070$265,348
X-33 Total liabilities and net assetsStart of year $255,940$265,348
Part XI · Reconciliation of net assets $265,348 net assets at year end
XI-1 Total revenue$371,112
XI-2 Total expenses$348,834
XI-3 Revenue less expenses$22,278
XI-4 Net assets at start of year$243,070
XI-10 Net assets at end of year$265,348

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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