STRATEGY STUDIO / PUBLIC DATA EXPLORER

BETA CHAPTER OF PDT INC: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BETA CHAPTER OF PDT INC (EIN 26-3266418)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-11
IRS object ID
202123159349201547
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-11T10:15:26-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN454207097PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ZYCZKIEWICZ LATOUR & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1210 N COLUMBIA STAddressLine1Txt
CityCHAPEL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27514ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN263266418EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BETA CHAPTER OF PDT INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBETABusinessNameControlTxt
Phone9194484417PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1210 NORTH COLUMBIA STREETAddressLine1Txt
CityCHAPEL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27514ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD ZYCZKIEWICZPersonNm
Person TitleDIRECTOR/TREASURERPersonTitleTxt
Phone9194484417PhoneNum
Signature2021-11-05SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRICHARDPersonFirstNm
Person LastZYCZKIEWICZPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD ZYCZKIEWICZPreparerPersonNm
PTINP00291501PTIN
Phone9194484417PhoneNum
Preparation2021-11-05PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$32,311GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$28,017ContributionsGiftsGrantsEtcAmt
Investment Income$1,868InvestmentIncomeAmt
Sale Of Assets Gross$2,426SaleOfAssetsGrossAmt
Gain Or Loss From Sale Of Assets$2,426GainOrLossFromSaleOfAssetsAmt
Total Revenue$32,311TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$1,755FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$2,101OtherExpensesTotalAmt
Total Expenses$3,856TotalExpensesAmt
Excess Or Deficit For Year$28,455ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$153,615NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$30,942OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$213,012NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$153,615BOYAmt
EOY$213,012EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$153,615BOYAmt
EOY$213,012EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$153,615BOYAmt
EOY$213,012EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO DEVELOP, PROMOTE, FOSTER AND SUPPORT THE SCHOLARSHIP, EDUCATION AND BROTHERHOOD AMONG THE MEMBERS OF THE NORTH CAROLINAS BETA CHAPTER OF PHI DELTA THETA, OR ANY OTHER RECIPIENTS DEEMED ACCEPTABLE, THROUGH THE DEVELOPMENT OF GRANTS, SCHOLARSHIPS, FACILITIES, PROPERTY AND ALL OTHER ACTIVITIES NECESSARY AND INCIDENTAL TO PROMOTE THE GENERAL EDUCATIONAL, BENEVOLENT, AND CHARITABLE WORK OF THE CORPORATION.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxt
SEE PRIMARY EXEMPT PURPOSE - SCHEDULE O
N/A
N/A

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ROBERT J PAGE
DIRECTOR1.00$0
SCOTT GUNN
DIRECTOR/CHA1.00$0
HK HALLET II
DIRECTOR1.00$0
JACK R MAGEE
DIRECTOR1.00$0
RICHARD ZYCZKIEWICZ
DIRECTOR/TRE1.00$0
ELLIOTT BREWER
DIRECTOR1.00$0
EARL CHESSON
DIRECTOR1.00$0
TOM JONES
DIRECTOR1.00$0
KENNY SELMON
DIRECTOR1.00$0
SUSAN GRAVELY
DIRECTOR1.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonRICHARD ZYCZKIEWICZPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1210 N COLUMBIA STREETAddressLine1Txt
CityCHAPEL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27514ZIPCd
FieldValueIRS element (for citing)
Phone9194484417PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,451CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$29,059CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$36,337CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,175CurrentTaxYearMinus1YearAmt
Current Tax Year$28,017CurrentTaxYearAmt
Total$131,039TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,451CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$29,059CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$36,337CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,175CurrentTaxYearMinus1YearAmt
Current Tax Year$28,017CurrentTaxYearAmt
Total$131,039TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$131,039PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,915CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,162CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,538CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,103CurrentTaxYearMinus1YearAmt
Current Tax Year$1,868CurrentTaxYearAmt
Total$12,586TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,915CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,162CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,538CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,103CurrentTaxYearMinus1YearAmt
Current Tax Year$1,868CurrentTaxYearAmt
Total$12,586TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$16,366CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,221CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$37,875CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$25,278CurrentTaxYearMinus1YearAmt
Current Tax Year$29,885CurrentTaxYearAmt
Total$143,625TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.91240PublicSupportCY509Pct
Public Support PY5090.96050PublicSupportPY509Pct
Investment Income CY0.09000InvestmentIncomeCYPct
Investment Income PY0.04000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 16EXPENSES INVESTMENT BROKER FEES 2,101 TOTAL 2,101
FORM 990-EZ, PART I, LINE 20UNREALIZED GAINS ON INVESTMENTS 30,942
FORM 990-EZ, PART IIITO DEVELOP, PROMOTE, FOSTER AND SUPPORT THE SCHOLARSHIP, EDUCATION AND BROTHERHOOD AMONG THE MEMBERS OF THE NORTH CAROLINAS BETA CHAPTER OF PHI DELTA THETA, OR ANY OTHER RECIPIENTS DEEMED ACCEPTABLE, THROUGH THE DEVELOPMENT OF GRANTS, SCHOLARSHIPS, FACILITIES, PROPERTY AND ALL OTHER ACTIVITIES NECESSARY AND INCIDENTAL TO PROMOTE THE GENERAL EDUCATIONAL, BENEVOLENT, AND CHARITABLE WORK OF THE CORPORATION.

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (10 entries)

ROBERT J PAGE
SCOTT GUNN
HK HALLET II
JACK R MAGEE
RICHARD ZYCZKIEWICZ
ELLIOTT BREWER
EARL CHESSON
TOM JONES
KENNY SELMON
SUSAN GRAVELY