Civic Intelligence

Pi Beta Phi Foundation

990 • Fiscal year 2016 • EIN 43-1542735

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 21, 2016

Organization Profilewww.pibetaphifoundation.org

View Organization Page

1154 Town Country Commons DriveTown Country, MO 63017

(636) 256-0680

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.04x

Higher debt load relative to revenue than 14% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

11th percentile

-20%

Higher net margin than 11% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

16th percentile

$72,192

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

16th percentile

-5.8%

Faster asset growth than 16% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-24%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$12,922,047

Down $795,579 (-5.8%) from 2015

Net Assets

Down

$12,766,045

Down $842,185 (-6.2%) from 2015

Liabilities

Up

$156,002

Up $46,606 (+43%) from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin11th percentile

Revenue

Down

$3,578,323

Down $1,123,248 (-24%) from 2015

Expenses

Up

$4,297,379

Up $1,151,244 (+37%) from 2015

Net Income

Down

-$719,056

Down $2,274,492 (-146%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2011: $9,891,726Liabilities 2011: $39,048Net Assets 2011: $9,852,6782011Assets 2012: $10,885,363Liabilities 2012: $19,569Net Assets 2012: $10,865,7942012Assets 2013: $12,109,461Liabilities 2013: $102,166Net Assets 2013: $12,007,2952013Assets 2014: $12,945,181Liabilities 2014: $156,685Net Assets 2014: $12,788,4962014Assets 2015: $13,717,626Liabilities 2015: $109,396Net Assets 2015: $13,608,2302015Assets 2016: $12,922,047Liabilities 2016: $156,002Net Assets 2016: $12,766,0452016Assets 2017: $20,431,425Liabilities 2017: $253,195Net Assets 2017: $20,178,2302017Assets 2018: $21,613,272Liabilities 2018: $183,263Net Assets 2018: $21,430,0092018Assets 2019: $24,834,482Liabilities 2019: $390,379Net Assets 2019: $24,444,1032019Assets 2020: $25,635,329Liabilities 2020: $1,033,353Net Assets 2020: $24,601,9762020Assets 2021: $32,174,219Liabilities 2021: $356,753Net Assets 2021: $31,817,4662021Assets 2022: $33,179,449Liabilities 2022: $568,870Net Assets 2022: $32,610,5792022Assets 2024: $36,354,616Liabilities 2024: $595,283Net Assets 2024: $35,759,3332024Assets 2025: $38,221,227Liabilities 2025: $729,130Net Assets 2025: $37,492,0972025

Highlighted filing

2016

Assets$12,922,047
Liabilities$156,002
Net Assets$12,766,045
Open 2016 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2011: $2,023,0632011Expenses 2012: $1,944,4812012Expenses 2013: $2,446,0772013Revenue 2014: $3,535,697Expenses 2014: $3,158,820Net Income 2014: $376,8772014Revenue 2015: $4,701,571Expenses 2015: $3,146,135Net Income 2015: $1,555,4362015Revenue 2016: $3,578,323Expenses 2016: $4,297,379Net Income 2016: -$719,0562016Revenue 2017: $10,668,780Expenses 2017: $3,964,306Net Income 2017: $6,704,4742017Revenue 2018: $4,666,722Expenses 2018: $3,586,672Net Income 2018: $1,080,0502018Revenue 2019: $7,814,024Expenses 2019: $3,343,839Net Income 2019: $4,470,1852019Revenue 2020: $4,442,424Expenses 2020: $3,467,509Net Income 2020: $974,9152020Revenue 2021: $4,355,878Expenses 2021: $2,175,577Net Income 2021: $2,180,3012021Revenue 2022: $8,107,090Expenses 2022: $2,841,582Net Income 2022: $5,265,5082022Revenue 2024: $4,583,190Expenses 2024: $5,137,763Net Income 2024: -$554,5732024Revenue 2025: $4,834,803Expenses 2025: $5,219,975Net Income 2025: -$385,1722025

Highlighted filing

2016

Revenue$3,578,323
Expenses$4,297,379
Net Income-$719,056
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 21, 2016
Return Version
2015v2.1
Gross Receipts
$8,659,661
Mission and Program Overview

Mission

See schedule o.pi beta phi foundation enables the fraternity to realize its vision and ensures the future of our sisterhood. Through funding for leadership programs, educational scholarships, and select philanthropic support, the foundation improves the fraternity, its members and the communities in which they live across the united states and canada.

See schedule o.pi beta phi foundation enables the fraternity to realize its mission and ensures the future of our sisterhood. Through funding for leadership programs, educational scholarships, and select philanthropic support, the foundation improves the fraternity, its members and the communities in which they live across the united states and canada.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$10,810,383$10,461,558▼ $348,825
Cash and Non-Interest-Bearing Accounts$1,304,718$1,577,589▲ $272,871
Savings and Temporary Cash Investments$1,401,763$745,860▼ $655,903
Land, Buildings, and Equipment, Net$24,312$59,675▲ $35,363
Pledges and Grants Receivable$35,000$17,950▼ $17,050
Total Assets$13,717,626$12,922,047▼ $795,579
Other Assets Total$141,450$59,415▼ $82,035
Liabilities
Accounts Payable and Accrued Expenses$109,396$156,002▲ $46,606
Total Liabilities$109,396$156,002▲ $46,606
Net Assets / Fund Balance
Permanently Rstr Net Assets$5,940,300$6,354,721▲ $414,421
Unrestricted Net Assets$5,131,883$4,467,719▼ $664,164
Temporarily Rstr Net Assets$2,536,047$1,943,605▼ $592,442
Total Net Assets Fund Balance$13,608,230$12,766,045▼ $842,185
Total Liabilities and Net Assets / Fund Balance$13,717,626$12,922,047▼ $795,579

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$26,532$157,272$183,804
Other Land Buildings$33,143$22,845$55,988

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$6,326,995$351,727▼ $5,527$309,368$6,363,827
2014$6,440,507$219,878▼ $26,280$307,110$6,326,995
2013$5,958,122$40,551▲ $678,508$236,674$6,440,507
2012$5,474,499$433,398▲ $244,313$194,088$5,958,122
2011$5,263,828$232,893▲ $217,702$239,924$5,474,499
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Hallee WinnieExecutive Director STARTED 6/16/15FT$68,479$3,713$72,192

Board Members and Trustees

NameTitle
Lisa Gamel ScottEx-Officio/FHC President
Paula Pace ShepherdEx-Officio/Grand President
Beth Seidelhuber SordiPresident
Beth TorresTrustee
Kate Blatherwick PickertTrustee
Kathy Wager EwingTrustee
Rena Rodeman ThorsenTrustee
Vivian LongTrustee
Mary Rakow TannerSecretary
Jan Kincaid CliffordVP - Development
Janice Worthington LiskoVP - Finance
Revenue and Support

Revenue Composition

Contributions and Grants
$3,471,250
Program Service Revenue
$0
Investment Income
$94,799
Other Revenue
$12,274
All Other Contributions
$3,471,250
Change in Net Assets
$-719,056

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$277,597Market Quotes
Total Noncash Contributions1$277,597-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,478,400
Revenue Not Reported on Financial Statements
$99,923
Revenue Not Reported on Form 990
$-123,129
Other Revenue Adjustments
$99,923
Total Revenue per Audited Statements
$3,355,271
Total Revenue per Form 990
$3,578,323
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,832,321
Salaries, Compensation, and Employee Benefits$623,771
Other Expenses$574,028
Total Fundraising Expense$501,256
Professional Fundraising Fees$267,259

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,424,942--$2,424,942
Other Salaries and Wages$79,192$266,438$71,551$417,181
Grants to Domestic Individuals$407,379--$407,379
Fees for Services Professional Fundraising--$267,259$267,259
Current Officers, Directors, Trustees, and Key Employees$72,596$38,718$9,680$120,994
Fees for Services Accounting-$118,478-$118,478
Fees for Service Investment Mgmnt Fees-$99,923-$99,923
All Other Expenses$17,222$20,636$43,669$81,527
Travel$24,444$8,096$32,139$64,679
Occupancy$30,095$12,528$8,453$51,076
Payroll Taxes$14,186$20,716$6,663$41,565
Other Employee Benefits$11,064$17,548$5,934$34,546
Fees for Services Legal$1,563$14,787$7,399$23,749
Fees for Services Management$4,232$3,008$5,790$13,030
Fees for Services Other$6,611$755$4,100$11,466
Pension Plan Contributions$812$6,847$1,826$9,485
Depreciation Depletion-$9,013-$9,013
Other Expenses$1,218$2,468$2,293$5,979
Office Expenses$1,186$1,574$1,741$4,501
Total Functional Expenses$3,151,052$645,071$501,256$4,297,379

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,297,379
Expenses per Audited Statements$4,197,456
Total Expenses per Audited Statements$4,197,456
Expenses Not Reported on Financial Statements$99,923
Other Expense Adjustments$99,923
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ar Alpha Housing CorpFayetteville, AR501(c)(7)Educational Area Grant$1,110,374
Pi Beta Phi FraternityTown Country, MO501(c)(7)Education & Literacy$739,579
OR ALPHA CHAPtER HOUsING CORPEugene, OR501(c)(7)Educational Area Grant$175,853
Arrowmont School of Arts and CraftsGatlinburg, TN501(c)(3)Literacy$71,640
Missouri Alpha Chapter Housing CorpShawnee Mission, KS501(c)(7)Educational Area Grant$64,325
In Delta Chapter CorpIndianapolis, IN501(c)(7)Educational Area Grant$30,224
College Station Independent School DistrictCollege Station, TX501(c)(3)Literacy Programming$24,000
Mi Beta Chapter Housing CorpAnn Arbor, MI501(c)(7)Educational Area Grant$18,501
TX Gamma House CorpLubbock, TX501(c)(7)Educational Area Grant$15,884
Glen Ellyn Community Resource CtrGlen Ellyn, IL501(c)(3)Literacy$10,000
Kids Need to ReadMesa, AZ501(c)(3)Literacy$10,000
Literacy Council of Tyler IncTyler, TX501(c)(3)Literacy$10,000
Reading Connection IncGreensboro, NC501(c)(3)Literacy$10,000
South Bay Literacy CouncilTorrance, CA501(c)(3)Literacy$10,000
Kansas Beta Housing CorpShawnee Mission, KS501(c)(7)Educational Area Grant$9,813
Friends of the Read - San Diego Literacy ProgramsSan Diego, CA501(c)(3)Literacy Programming$7,660
Mn Alpha Chapter Housing CorpMinneapolis, MN501(c)(7)Educational Area Grant$7,373
Lafayette County Literacy CouncilOxford, MS501(c)(3)Literacy Programming$6,326
Boys & Girls Club of Columbia AreaColumbia, MO501(c)(3)Literacy Programming$6,150
United Way of West AlabamaTuscaloosa, AL501(c)(3)Literacy Programming$6,000
Kansas Alpha Chapter of Pi Beta PhiLawrence, KS501(c)(7)Literacy$5,413
Stillwater Public Education FoundationStillwater, OK501(c)(3)Literacy Programming$5,190
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$267,259
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

“Each Board member will receive a copy of the Form 990 prior to filing. After allowing time for individual review, the Board will hold a telephone conference call to discuss any questions that may arise. At the conclusion of the call, the foundation President will call for a Board vote to approve acceptance of the Form 990 as shown. The President or Treasurer will sign the 990 on behalf of the organization, and it will be filed.”

Form 990, Part VI, Section B, line 12C

“Any major contracts for service (audit, direct mail, and others) are reviewed as part of the budget process. The foundation's policies and procedures indicate to annually review contracts for any conflicts. Board members are also required to annually disclose any potential conflicts of interest. These are reviewed and appropriate actions taken as necessary.”

Form 990, Part VI, Section B, line 15A

“Annual compensation adjustments are approved by the Board. AFP salary survey information was used in 2011 to assure the Executive Director's compensation was in line with market norms. There are currently no employees described in 15B.”

Form 990, Part VI, Section C, line 19

“The foundation will furnish such documents upon reasonable, written request.”

Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Foundation
EIN
43-1542735
Phone
6362560680
Address
1154 Town Country Commons Drive, Town Country, MO 63017

Signing Officer

Name
Beth Sordi
Title
President
Phone
6362560680
Signed
2016-12-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hallee Winnie
Formed
1990
Legal Domicile
Mo
Voting Board Members
11
Independent Board Members
11
Employees
11
Volunteers
78

Preparer

Firm
RubinBrown LLP
Address
One North Brentwood, Saint Louis, MO 63105
Preparer
Mary Kay Lofgren
Phone
3142903300
Supplemental Narrative

Financial Statement Notes

Form 990, Schedule D, Part V, Line 4

“Use of endowment funds the foundation's endowment consists of approximately 89 individual funds established for a variety of purposes and includes both donor-restricted endowment funds and funds designated by the board of trustees to function as endowments. See part iii of form 990 for the descriptions of the programs supported.”

Schedule D, Part XI, Line 4B and Part XII, Line 4B

“Investment fees investment fees are netted against interest and dividends on the financial statements.”

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IRS990/ActivityOrMissionDesc0SEE SCHEDULE O.PI BETA PHI FOUNDATION ENABLES THE FRATERNITY TO REALIZE ITS MISSION AND ENSURES THE FUTURE OF OUR SISTERHOOD. THROUGH FUNDING FOR LEADERSHIP PROGRAMS, EDUCATIONAL SCHOLARSHIPS, AND SELECT PHILANTHROPIC SUPPORT, THE FOUNDATION IMPROVES THE FRATERNITY, ITS MEMBERS AND THE COMMUNITIES IN WHICH THEY LIVE ACROSS THE UNITED STATES AND CANADA.
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IRS990/Desc0See Schedule O.Pi Beta Phi Foundation funds a broad array of programs designed to benefit the Fraternity, its members and the community at large. - Leadership programming educates undergraduate women and develops the next generation of leaders to combat illiteracy, so that we can have a greater impact on our communities. - Scholarships assist women in undergraduate and graduate school programs, as well as alumnae continuing education awards. More than 135 awards totaling $351,700 were made in FY 15-16. - Specific philanthropic programs assist individuals in dire financial distress, support the heritage and history of Holt House and provide assistance for educational area grant programs for specific chapter housing, and provide essential support for Pi Phi's literacy efforts, including Champions Are Readers, Arrow in the Arctic, and First Book. Literally tens of thousands of children were assisted through Pi Phi's literacy efforts in FY 15-16.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1168479
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP - Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP - Development
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Ex-Officio/Grand President
IRS990/Form990PartVIISectionAGrp/TitleTxt8Ex-Officio/FHC President
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Executive Director STARTED 6/16/15
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt02424942
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IRS990/GrantsToOrganizationsInd01
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
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IRS990/MinutesOfCommitteesInd01
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IRS990/MiscellaneousRevenueGrp/ExclusionAmt012274
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt012274
IRS990/MissionDesc0See Schedule O.Pi Beta Phi Foundation enables the Fraternity to realize its mission and ensures the future of our sisterhood. Through funding for leadership programs, educational scholarships, and select philanthropic support, the Foundation improves the Fraternity, its members and the communities in which they live across the United States and Canada.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/NoncashContributionsAmt0277597
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IRS990/OccupancyGrp/ManagementAndGeneralAmt012528
IRS990/OccupancyGrp/ProgramServicesAmt030095
IRS990/OccupancyGrp/TotalAmt051076
IRS990/OfficeExpensesGrp/FundraisingAmt01741
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01574
IRS990/OfficeExpensesGrp/ProgramServicesAmt01186
IRS990/OfficeExpensesGrp/TotalAmt04501
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IRS990/OtherAssetsTotalGrp/EOYAmt059415
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05934
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt017548
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt011064
IRS990/OtherEmployeeBenefitsGrp/TotalAmt034546
IRS990/OtherExpensesGrp/Desc0PRINTING AND COPYING
IRS990/OtherExpensesGrp/Desc1POSTAGE AND DELIVERY
IRS990/OtherExpensesGrp/Desc2PUBLIC RELATIONS
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/FundraisingAmt09898
IRS990/OtherExpensesGrp/FundraisingAmt18828
IRS990/OtherExpensesGrp/FundraisingAmt214033
IRS990/OtherExpensesGrp/FundraisingAmt32293
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0773
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11061
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21704
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32468
IRS990/OtherExpensesGrp/ProgramServicesAmt022072
IRS990/OtherExpensesGrp/ProgramServicesAmt120152
IRS990/OtherExpensesGrp/ProgramServicesAmt212086
IRS990/OtherExpensesGrp/ProgramServicesAmt31218
IRS990/OtherExpensesGrp/TotalAmt032743
IRS990/OtherExpensesGrp/TotalAmt130041
IRS990/OtherExpensesGrp/TotalAmt227823
IRS990/OtherExpensesGrp/TotalAmt35979
IRS990/OtherRevenueTotalAmt012274
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt071551
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0266438
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt079192
IRS990/OtherSalariesAndWagesGrp/TotalAmt0417181
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06663
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt020716
IRS990/PayrollTaxesGrp/ProgramServicesAmt014186
IRS990/PayrollTaxesGrp/TotalAmt041565
IRS990/PensionPlanContributionsGrp/FundraisingAmt01826
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06847
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0812
IRS990/PensionPlanContributionsGrp/TotalAmt09485
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt05940300
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt06354721
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt035000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt017950
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Hallee Winnie
IRS990/ProfessionalFundraisingInd01
IRS990/ProgSrvcAccomActy2Grp/Desc0See Schedule O.Leadership is at the core of Pi Beta Phi; dating back to its founding in 1867 in Monmouth, IL. Pi Beta Phi has been a leader in developing women of intellect, courage and compassion. It was this focus on leadership that enabled Pi Beta Phi to be the first Greek lettered organization to adopt its own philanthropy in 1912. Today, leadership programming is a key part of the membership experience at all levels of the organization, from undergraduate collegians to alumnae of all ages. Every leadership program offered by Pi Beta Phi Fraternity for Women is supported in some way by Pi Beta Phi Foundation grants. These programs include Pi Phi's trademarked Leading with Values programming, leadership academies and convention, online learning, and the Leadership Development Consultant Program, which last year made 143 chapter visits and provided 1,430 individualized mentoring sessions. Leadership programming educates undergraduate women and develops the next generation of leaders in the fight for literacy, so that we can have a greater impact on our communities. More than 14,000 undergraduates and thousands more alumnae were touched in some way by the leadership programming offered by Pi Beta Phi in FY 15-16.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0472377
IRS990/ProgSrvcAccomActy3Grp/Desc0See Schedule O.Pi Beta Phi has had a focus on philanthropy from the very start. It was the first Greek lettered organization to establish its own national philanthropic project with the founding of the Pi Beta Phi Settlement School in Appalachia (now modern day Gatlinburg, TN) in 1912. Today, Pi Phi's focus on philanthropy remains centered on advancing literacy through Read>Lead>Achieve. Literally tens of thousands of children were assisted through Pi Phi's literacy efforts in FY15-16 through specific initiatives like Champions Are Readers, Arrow in the Arctic and the First Book partnership. On July 1, 2013, Pi Beta Phi unveiled The Story of One, Pi Phi's campaign to impact one million lives through Read>Lead>Achieve by its 150th anniversary in 2017. Literacy support is provided through grants. Pi Beta Phi Foundation also offers direct literacy programming grants in the form of Special Impact Grants and Local Impact Grants. Special Impact Grants are made to 501(c)(3) organizations with literacy programs via a robust application and evaluation process, under the guidance of a specific committee. Local Impact Grants are made to 501(c)(3) organizations with literacy programs via nominations from Pi Beta Phi chapters and alumnae clubs. Pi Beta Phi Foundation also offers directly the Emma Harper Turner Fund program, which provides assistance to members who encounter dire financial need due to job loss, significant illness, or death of a parent or spouse. One-time financial gifts are made to members who demonstrate severe financial stress. Grants are made via a robust application and evaluation process, under the guidance of a specific committee trained to assess individual need. Both collegiate and alumnae members are eligible for assistance.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0500431
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0449812
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Other programs and grant areas for Pi Beta Phi Foundation include support for qualified education areas of specific chapter housing campaigns and support for the heritage and history of Pi Beta Phi and women's advancement in higher education, through Holt House located in Monmouth, IL and Centennial Plaza located in Gatlinburg, TN. Support for Arrowmont School of Arts and Crafts is also related to the heritage and history of Pi Beta Phi.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01786966
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt02030809
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03644743
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01420230
IRS990/PYInvestmentIncomeAmt0898475
IRS990/PYOtherExpensesAmt0953400
IRS990/PYOtherRevenueAmt0158353
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01555436
IRS990/PYSalariesCompEmpBnftPaidAmt0517403
IRS990/PYTotalExpensesAmt03146135
IRS990/PYTotalProfFndrsngExpnsAmt0255102
IRS990/PYTotalRevenueAmt04701571
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-719056
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01401763
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0745860
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Miscellaneous Revenue - 2011 Amount: $ 8,129. 2012 Amount: $ 9,946. 2013 Amount: $ 24,792. 2014 Amount: $ 6,477. 2015 Amount: $ 12,274. Reimbursements - 2011 Amount: $ 0. 2012 Amount: $ 0. 2013 Amount: $ 0. 2014 Amount: $ 151,876. 2015 Amount: $ 0.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10, Explanation of Other Income:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03471250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03644743
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02352429
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02689782
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02808722
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt014966926
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0330576
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0454269
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0359466
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0342660
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0289545
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01776516
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt012274
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0158353
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt024792
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt09946
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt08129
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0213494
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.84370
IRS990ScheduleA/PublicSupportPY170Pct00.82490
IRS990ScheduleA/PublicSupportTotal170Amt014306065
IRS990ScheduleA/SubstantialContributorsTotAmt0660861
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03471250
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03644743
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02352429
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02689782
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02808722
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00080
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IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06363827
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-5527
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06440507
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0219878
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06326995
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-26280
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0307110
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05958122
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt040551
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06440507
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0678508
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0236674
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05474499
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0433398
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05958122
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0244313
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0194088
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05263828

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,922,047
Liabilities
$156,002
Net assets
$12,766,045
Revenue
$3,578,323
Expenses
$4,297,379
Net income
-$719,056
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.2$0.73$37.5$4.83$5.22$0.39
2024Detailed filing. Detailed filing data is available for this year.$36.4$0.60$35.8$4.58$5.14$0.55
2022Detailed filing. Detailed filing data is available for this year.$33.2$0.57$32.6$8.11$2.84$5.27
2021Detailed filing. Detailed filing data is available for this year.$32.2$0.36$31.8$4.36$2.18$2.18
2020Detailed filing. Detailed filing data is available for this year.$25.6$1.03$24.6$4.44$3.47$0.97
2019Detailed filing. Detailed filing data is available for this year.$24.8$0.39$24.4$7.81$3.34$4.47
2018Detailed filing. Detailed filing data is available for this year.$21.6$0.18$21.4$4.67$3.59$1.08
2017Detailed filing. Detailed filing data is available for this year.$20.4$0.25$20.2$10.7$3.96$6.70
2016Detailed filing. Detailed filing data is available for this year.$12.9$0.16$12.8$3.58$4.30$0.72
2015Detailed filing. Detailed filing data is available for this year.$13.7$0.11$13.6$4.70$3.15$1.56
2014Detailed filing. Detailed filing data is available for this year.$12.9$0.16$12.8$3.54$3.16$0.38
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.1$0.10$12.0$2.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.9$0.02$10.9$1.94
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.89$0.04$9.85$2.02