BETA CHAPTER OF PDT INC: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BETA CHAPTER OF PDT INC (EIN 26-3266418)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201343199349204709
- Schema version
- 2012v2.3
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T16:52:53-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZYCZKIEWICZ LATOUR & COMPANY | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 N COLUMBIA ST | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27514 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263266418 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETA CHAPTER OF PDT INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BETA | NameControl |
| Phone | 9199426024 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 NORTH COLUMBIA STREET | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27514 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT J PAGE | Name |
| Title | TREASURER | Title |
| Phone | 9199426024 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD ZYCZKIEWICZ CPA MBA | Name |
| Phone | 9194484417 | Phone |
| Date Prepared | 2013-11-15 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts Less Than25000 | X | GrossReceiptsLessThan25000 |
| Gross Receipts | 59180 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 48600 | ContributionsGiftsGrantsEtc |
| Investment Income | 422 | InvestmentIncome |
| Gross Amount From Sale Of Assets | 10158 | GrossAmountFromSaleOfAssets |
| Cost Other Basis And Sales Expenses | 10024 | CostOtherBasisAndSalesExpenses |
| Gain Or Loss From Sale Of Assets | 134 | GainOrLossFromSaleOfAssets |
| Total Revenue | 49156 | TotalRevenue |
| Grants And Similar Amounts Paid | 27138 | GrantsAndSimilarAmountsPaid |
| Fees And Oth Pymt To Ind Contractors | 7603 | FeesAndOthPymtToIndContractors |
| Other Expenses Total | 450 | OtherExpensesTotal |
| Total Expenses | 35191 | TotalExpenses |
| Excess Or Deficit For Year | 13965 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 27958 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 1124 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 43047 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27958 | BOY |
| EOY | 43047 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27958 | BOY |
| EOY | 43047 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27958 | BOY |
| EOY | 43047 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | TO 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. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (3 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Grants And AllocationsGrantsAndAllocations | Program Service ExpensesProgramServiceExpenses |
|---|---|---|
| SEE PRIMARY EXEMPT PURPOSE - SCHEDULE O | 27138 | 27588 |
| N/A | ||
| N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 27588 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (11 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|
| PETER T PACE | ||
| DIRECTOR | 1.00 | 0 |
| THOMAS C KERNS III | ||
| PRESIDENT | 1.00 | 0 |
| ROBERT J PAGE | ||
| SECRETARY/TR | 2.00 | 0 |
| STEVEN D BELL | ||
| DIRECTOR | 1.00 | 0 |
| RANDOLPH WORTH | ||
| DIRECTOR | 1.00 | 0 |
| BARDEN WINSTEAD | ||
| DIRECTOR | 1.00 | 0 |
| SCOTT GUNN | ||
| DIRECTOR | 1.00 | 0 |
| RONALD BAGWELL | ||
| VICE PRESIDE | 1.00 | 0 |
| WILL GREENE | ||
| DIRECTOR | 1.00 | 0 |
| HK HALLET II | ||
| DIRECTOR | 1.00 | 0 |
| JOHN DUCKETT | ||
| DIRECTOR | 1.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ROBERT J PAGE | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 N COLUMBIA STREET | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27514 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9199426024 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 9689 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15348 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14477 | CurrentTaxYearMinus1Year |
| Current Tax Year | 48600 | CurrentTaxYear |
| Total | 88114 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 1 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 373 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 389 | CurrentTaxYearMinus1Year |
| Current Tax Year | 422 | CurrentTaxYear |
| Total | 1185 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 9690 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15721 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14866 | CurrentTaxYearMinus1Year |
| Current Tax Year | 49022 | CurrentTaxYear |
| Total | 89299 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 89299 | PublicSupportTotal509 |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 9690 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15721 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14866 | CurrentTaxYearMinus1Year |
| Current Tax Year | 49022 | CurrentTaxYear |
| Total | 89299 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | X | First5Years509 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| GRANTS AND SIMILAR AMTS PAID TO ORGANIZATIONS | FORM 990-EZ, PART I, LINE 10 | NORTH CAROLINA BETA FOUNDATION, INC 210 N. COLUMBIA STREET CHAPEL HILL, NC 27514 27,138 0 0 |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | EXPENSES INVESTMENT BROKER FEES 450 TOTAL 450 |
| OTHER CHANGES IN NET ASSETS OR FUND BALANCES | FORM 990-EZ, PART I, LINE 20 | UNREALIZED GAINS ON INVESTMENTS 1,124 |
| PRIMARY EXEMPT PURPOSE | FORM 990-EZ, PART III | TO 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 Compensation (11 entries)
| PETER T PACE |
| THOMAS C KERNS III |
| ROBERT J PAGE |
| STEVEN D BELL |
| RANDOLPH WORTH |
| BARDEN WINSTEAD |
| SCOTT GUNN |
| RONALD BAGWELL |
| WILL GREENE |
| HK HALLET II |
| JOHN DUCKETT |