STRATEGY STUDIO / PUBLIC DATA EXPLORER

BETA CHAPTER OF PDT INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
BETA CHAPTER OF PDT INC (EIN 26-3266418)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-14
IRS object ID
201703189349309065
Schema version
2016v3.0
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)
Return2017-11-14T13:33:13-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-10-13SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD ZYCZKIEWICZPreparerPersonNm
PTINP00291501PTIN
Phone9194484417PhoneNum
Preparation2017-11-14PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id9ED56A280A4926577562DA66687061F459F87F8BAtSubmissionCreationDeviceId
At Submission Filing Device IdB3ABF50BF0A8B12B442C47A3A6C1A61E8885F736AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

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$18,804GrossReceiptsAmt
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 Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$185,090PYContributionsGrantsAmt
CY Contributions Grants$14,451CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,139PYInvestmentIncomeAmt
CY Investment Income$1,915CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$186,229PYTotalRevenueAmt
CY Total Revenue$16,366CYTotalRevenueAmt
PY Grants And Similar Paid$143,878PYGrantsAndSimilarPaidAmt
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$2,797PYOtherExpensesAmt
CY Other Expenses$2,219CYOtherExpensesAmt
PY Total Expenses$146,675PYTotalExpensesAmt
CY Total Expenses$2,219CYTotalExpensesAmt
PY Revenues Less Expenses$39,554PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$14,147CYRevenuesLessExpensesAmt
Total Assets BOY$34,109TotalAssetsBOYAmt
Total Assets EOY$47,011TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$34,109NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$47,011NetAssetsOrFundBalancesEOYAmt
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
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
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 (9 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
DURANT BELL
DIRECTOR1.00Yes (X)$0$0$0
JACK R MAGEE
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$14,451AllOtherContributionsAmt
Total Contributions$14,451TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$597TotalRevenueColumnAmt
Exclusion$597ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,385SecuritiesAmt
Other$1,371OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,438SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$53SecuritiesAmt
Other$1,371OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,318TotalRevenueColumnAmt
Exclusion$1,318ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,366TotalRevenueColumnAmt
Exclusion$1,915ExclusionAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,650TotalAmt
Management And General$1,650ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
INVESTMENT BROKER FEES$454$454
BANK CHARGES$115$115

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,219TotalAmt
Program Services$0ProgramServicesAmt
Management And General$2,219ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,265BOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$14,100BOYAmt
EOY$2,103EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$18,744BOYAmt
EOY$44,908EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$34,109BOYAmt
EOY$47,011EOYAmt

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$34,109BOYAmt
EOY$47,011EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$34,109BOYAmt
EOY$47,011EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$34,109BOYAmt
EOY$47,011EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$14,147ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$1,245OtherChangesInNetAssetsAmt
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$48,600CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,752CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$810,201CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$185,090CurrentTaxYearMinus1YearAmt
Current Tax Year$14,451CurrentTaxYearAmt
Total$1,093,094TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$48,600CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,752CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$810,201CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$185,090CurrentTaxYearMinus1YearAmt
Current Tax Year$14,451CurrentTaxYearAmt
Total$1,093,094TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$1,093,094PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$556CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,179CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,796CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,139CurrentTaxYearMinus1YearAmt
Current Tax Year$1,915CurrentTaxYearAmt
Total$6,585TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$556CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,179CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,796CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,139CurrentTaxYearMinus1YearAmt
Current Tax Year$1,915CurrentTaxYearAmt
Total$6,585TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$49,156CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,931CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$811,997CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$186,229CurrentTaxYearMinus1YearAmt
Current Tax Year$16,366CurrentTaxYearAmt
Total$1,099,679TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99400PublicSupportCY509Pct
Public Support PY5090.99410PublicSupportPY509Pct
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 -1,245