STRATEGY STUDIO / PUBLIC DATA EXPLORER

BETA CHAPTER OF PDT INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
BETA CHAPTER OF PDT INC (EIN 26-3266418)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-09-03
IRS object ID
201922469349300962
Schema version
2018v3.1
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)
Return2019-09-03T15:44:11-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

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
Phone9199426024PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT J PAGEPersonNm
Person TitleSECRETARY/TREASURERPersonTitleTxt
Phone9199426024PhoneNum
Signature2019-09-03SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD ZYCZKIEWICZPreparerPersonNm
PTINP00291501PTIN
Phone9194484417PhoneNum
Preparation2019-09-03PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address52.37.240.203IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-09-03IPDt
IP Tm15:44:11IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id9EAC6629C3170208F7BC6D975DF15FD0B0982F31AtSubmissionCreationDeviceId
At Submission Filing Device Id42715D79B08001E5F79F70B64300D003E4131DF3AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerROBERT J PAGEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1210 N COLUMBIA STREETAddressLine1Txt
CityCHAPEL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27514ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$69,995GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Activity Or MissionTO 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.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$29,059PYContributionsGrantsAmt
CY Contributions Grants$36,337CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$5,162PYInvestmentIncomeAmt
CY Investment Income$6,256CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$34,221PYTotalRevenueAmt
CY Total Revenue$42,593CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,616PYOtherExpensesAmt
CY Other Expenses$3,017CYOtherExpensesAmt
PY Total Expenses$2,616PYTotalExpensesAmt
CY Total Expenses$3,017CYTotalExpensesAmt
PY Revenues Less Expenses$31,605PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$39,576CYRevenuesLessExpensesAmt
Total Assets BOY$84,810TotalAssetsBOYAmt
Total Assets EOY$107,461TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$84,810NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$107,461NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO 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.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescSEE PRIMARY EXEMPT PURPOSE - SCHEDULE ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescN/ADesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescN/ADesc
FieldValueIRS element (for citing)
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonROBERT J PAGEPersonNm
Phone9199426024PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1210 N COLUMBIA STREETAddressLine1Txt
CityCHAPEL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27514ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ROBERT J PAGE
SECRETARY/TR1.00Yes (X)Yes (X)$0$0$0
STEVEN D BELL
DIRECTOR1.00Yes (X)$0$0$0
RANDOLPH WORTH
DIRECTOR1.00Yes (X)$0$0$0
SCOTT GUNN
DIRECTOR1.00Yes (X)$0$0$0
RONALD BAGWELL
VICE PRESIDE1.00Yes (X)Yes (X)$0$0$0
HK HALLET II
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
BRUNO BAUDET
DIRECTOR1.00Yes (X)$0$0$0
JACK R MAGEE
DIRECTOR1.00Yes (X)$0$0$0
MATTHEW COOKE
DIRECTOR1.00Yes (X)$0$0$0
RICHARD ZYCZKIEWICZ
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$36,337AllOtherContributionsAmt
Total Contributions$36,337TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,538TotalRevenueColumnAmt
Exclusion$1,538ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$27,924SecuritiesAmt
Other$4,196OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$27,402SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$522SecuritiesAmt
Other$4,196OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,718TotalRevenueColumnAmt
Exclusion$4,718ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$42,593TotalRevenueColumnAmt
Exclusion$6,256ExclusionAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,710TotalAmt
Management And General$1,710ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescINVESTMENT BROKER FEESDesc
Total$1,307TotalAmt
Management And General$1,307ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,017TotalAmt
Program Services$0ProgramServicesAmt
Management And General$3,017ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY-$1EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,503BOYAmt
EOY$6,196EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$81,307BOYAmt
EOY$101,266EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$84,810BOYAmt
EOY$107,461EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$84,810BOYAmt
EOY$107,461EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$84,810BOYAmt
EOY$107,461EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$84,810BOYAmt
EOY$107,461EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$39,576ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$16,925OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

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$810,201CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$185,090CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,451CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,059CurrentTaxYearMinus1YearAmt
Current Tax Year$36,337CurrentTaxYearAmt
Total$1,075,138TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$810,201CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$185,090CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,451CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,059CurrentTaxYearMinus1YearAmt
Current Tax Year$36,337CurrentTaxYearAmt
Total$1,075,138TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$1,075,138PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,796CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,139CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,915CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,162CurrentTaxYearMinus1YearAmt
Current Tax Year$1,538CurrentTaxYearAmt
Total$11,550TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,796CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,139CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,915CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,162CurrentTaxYearMinus1YearAmt
Current Tax Year$1,538CurrentTaxYearAmt
Total$11,550TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$811,997CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$186,229CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,366CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34,221CurrentTaxYearMinus1YearAmt
Current Tax Year$37,875CurrentTaxYearAmt
Total$1,086,688TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.98940PublicSupportCY509Pct
Public Support PY5090.98970PublicSupportPY509Pct
Investment Income CY0.01000InvestmentIncomeCYPct
Investment Income PY0.01000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTO 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.
FORM 990, PAGE 6, PART VI, LINE 11BNO REVIEW WAS OR WILL BE CONDUCTED.
FORM 990, PAGE 6, PART VI, LINE 19NO DOCUMENTS AVAILABLE TO THE PUBLIC.
FORM 990, PART XI, LINE 9UNREALIZED LOSS ON INVESTMENTS -16,925