Civic Intelligence

Pi Beta Phi Foundation

990 • Fiscal year 2018 • EIN 43-1542735

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 16, 2018

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

13th percentile

0.01x

Higher debt load relative to assets than 13% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.04x

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

80th percentile

23%

Higher net margin than 80% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

64th percentile

5.8%

Faster asset growth than 64% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

4th percentile

-56%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$21,613,272

Up $1,181,847 (+5.8%) from 2017

Net Assets

Up

$21,430,009

Up $1,251,779 (+6.2%) from 2017

Liabilities

Down

$183,263

Down $69,932 (-28%) from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin80th percentile

Revenue

Down

$4,666,722

Down $6,002,058 (-56%) from 2017

Expenses

Down

$3,586,672

Down $377,634 (-9.5%) from 2017

Net Income

Down

$1,080,050

Down $5,624,424 (-84%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2018

Assets$21,613,272
Liabilities$183,263
Net Assets$21,430,009
Open 2018 Filing

Operations Trend

Revenue Growth4th 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

2018

Revenue$4,666,722
Expenses$3,586,672
Net Income$1,080,050
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 16, 2018
Return Version
2017v2.3
Gross Receipts
$10,161,022
Mission and Program Overview

Mission

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 programs, the foundation seeks to empower women and change lives; to enrich lives through charitable gifts is our core purpose.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$16,669,041$17,414,456▲ $745,415
Cash and Non-Interest-Bearing Accounts$2,557,464$2,134,096▼ $423,368
Savings and Temporary Cash Investments$495,829$1,484,015▲ $988,186
Pledges and Grants Receivable$570,972$468,562▼ $102,410
Land, Buildings, and Equipment, Net$50,248$38,538▼ $11,710
Total Assets$20,431,425$21,613,272▲ $1,181,847
Other Assets Total$87,871$73,605▼ $14,266
Liabilities
Accounts Payable and Accrued Expenses$253,195$183,263▼ $69,932
Total Liabilities$253,195$183,263▼ $69,932
Net Assets / Fund Balance
Unrestricted Net Assets$10,712,654$10,959,137▲ $246,483
Permanently Rstr Net Assets$6,630,448$7,264,531▲ $634,083
Temporarily Rstr Net Assets$2,835,128$3,206,341▲ $371,213
Total Net Assets Fund Balance$20,178,230$21,430,009▲ $1,251,779
Total Liabilities and Net Assets / Fund Balance$20,431,425$21,613,272▲ $1,181,847

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$14,705$173,183$187,888
Other Land Buildings$23,833$33,215$57,048

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$12,700,314$657,236▲ $650,049$297,424$13,710,175
2016$6,363,827$5,693,716▲ $656,771$14,000$12,700,314
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
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Hallee WinnieExecutive DirectorFT$143,347$5,970$149,317

Board Members and Trustees

NameTitle
Lisa Gamel ScottEx-officio/fhc President
Paula Pace ShepherdEx-officio/grand President
Beth Seidelhuber SordiPresident
Jennifer Windell HazeltonTrustee
Rena Rodeman ThorsenTrustee
Vivian Long ShahTrustee
Kate Blatherwick PickertSecretary
Kathy Wager EwingVP - Development
Janice Worthington LiskoVP - Finance

Highest Paid Contractors

ContractorServicesLocationCompensation
Ipm AdvancementDirect Mail2340 E BEARDSLEY RD, Phoenix, AZ 85024$149,847
Revenue and Support

Revenue Composition

Contributions and Grants
$3,703,306
Program Service Revenue
$0
Investment Income
$927,824
Other Revenue
$35,592
All Other Contributions
$3,703,306
Change in Net Assets
$1,080,050

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 Traded10$80,272Market Quotes
Total Noncash Contributions10$80,272-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,535,029
Revenue Not Reported on Financial Statements
$131,693
Revenue Not Reported on Form 990
$171,729
Total Revenue per Audited Statements
$4,706,758
Total Revenue per Form 990
$4,666,722
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,937,562
Salaries, Compensation, and Employee Benefits$878,827
Other Expenses$668,572
Total Fundraising Expense$510,126
Professional Fundraising Fees$101,711

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,598,362--$1,598,362
Other Salaries and Wages$173,004$326,257$104,694$603,955
Grants to Domestic Individuals$339,200--$339,200
Office Expenses$27,404$11,528$148,683$187,615
Current Officers, Directors, Trustees, and Key Employees$40,566$113,582$8,113$162,261
Fees for Service Investment Mgmnt Fees-$131,693-$131,693
Fees for Services Professional Fundraising--$101,711$101,711
All Other Expenses$20,749$31,396$37,924$90,069
Travel$25,031$11,118$46,854$83,003
Occupancy$35,055$14,329$9,651$59,035
Payroll Taxes$15,405$28,820$8,239$52,464
Other Employee Benefits$15,854$19,783$8,994$44,631
Fees for Services Other$10,973$13,195$6,131$30,299
Fees for Services Accounting-$23,300-$23,300
Pension Plan Contributions$4,457$7,635$3,424$15,516
Other Expenses$4,616$4,892$5,634$15,142
Depreciation Depletion-$12,770-$12,770
Fees for Services Legal$2,145$2,908$6,673$11,726
Total Functional Expenses$2,319,209$757,337$510,126$3,586,672

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,586,672
Expenses per Audited Statements$3,454,979
Total Expenses per Audited Statements$3,454,979
Expenses Not Reported on Financial Statements$131,693
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pi Beta Phi FraternityTown Country, MO501(c)(7)Education & Literacy$813,760
Arkansas Alpha House CorpFayetteville, AR501(c)(7)Educational Area Grant$509,636
Ok Beta ChcStillwater, OK501(c)(7)Chapter House Improvement Program$51,838
Texas Gamma ChcLubbock, TX501(c)(7)Educational Area Grant$40,265
Kansas Beta ChcShawnee Mission, KS501(c)(7)Educational Area Grant$38,832
Boys and Girls Club of Brazo ValleyBryan, TX501(c)(3)Literacy$23,028
Lafayette County Literacy CouncilOxford, MS501(c)(3)Literacy$17,000
Michigan Beta ChcAnn Arbor, MI501(c)(7)Chapter House Improvement Program$10,492
Indiana Delta ChcLafayette, IN501(c)(7)Educational Area Grant$10,315
Umom New Day CentersBaton Rouge, LA501(c)(3)Literacy$8,630
School for New MilleniumBaton Rouge, LA501(c)(3)Literacy$7,918
Hyde Park Learning Resource Center LtdChicago, IL501(c)(3)Literacy$7,901
Hattiesburg Public School DistrictHattiesburg, MS501(c)(3)Literacy$7,133
Traveling StoriesSan Diego, CA501(c)(3)Literacy$6,176
CHILDREN'S HOSPITAL OF ALABAMABirmingham, AL501(c)(3)Literacy$5,312
Reach Out & Read Kansas CityKansas City, KS501(c)(3)Literacy$5,280
The Foundation for Fairfax County Public SchoolsFalls Church, VA501(c)(3)Literacy$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$101,711
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 11B

“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 vice president of finance 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 2015 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
2018-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hallee Winnie
Formed
1990
Legal Domicile
Mo
Voting Board Members
9
Independent Board Members
9
Employees
12
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 81 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.”

Raw XML AppendixShowing 400 of 805 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0SEE 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.
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IRS990/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. TENS OF THOUSANDS OF CHILDREN WERE ASSISTED THROUGH PI PHI'S LITERACY EFFORTS IN FY17-18 THROUGH SPECIFIC INITIATIVES INCLUDING CHAMPIONS ARE READERS, FRATERNITY DAY OF SERVICE SIGNATURE EVENTS, ARROW IN THE ARCTIC, AND FDS500. 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 REACHING MORE THAN 1,128,156 LIVES IMPACTED. THE LITERACY ADVOCACY PROJECT SUPPORT IS PROVIDED THROUGH GRANTS. PI BETA PHI FOUNDATION ALSO OFFERS DIRECT LITERACY PROGRAMMING GRANTS IN THE FORM OF LOCAL IMPACT GRANTS. 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 DIRECT GRANTS THROUGH 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.
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IRS990/Form990PartVIISectionAGrp/PersonNm3KATE BLATHERWICK PICKERT
IRS990/Form990PartVIISectionAGrp/PersonNm4LISA GAMEL SCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm5VIVIAN LONG SHAH
IRS990/Form990PartVIISectionAGrp/PersonNm6PAULA PACE SHEPHERD
IRS990/Form990PartVIISectionAGrp/PersonNm7RENA RODEMAN THORSEN
IRS990/Form990PartVIISectionAGrp/PersonNm8JENNIFER WINDELL HAZELTON
IRS990/Form990PartVIISectionAGrp/PersonNm9HALLEE WINNIE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9143347
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP - FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP - DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4EX-OFFICIO/FHC PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6EX-OFFICIO/GRAND PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0464479
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt0473249
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0339200
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0339200
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01598362
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01598362
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05958779
IRS990/GrossReceiptsAmt010161022
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0463345
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0463345
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt016669041
IRS990/InvestmentsPubTradedSecGrp/EOYAmt017414456
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0206398
IRS990/LandBldgEquipBasisNetGrp/BOYAmt050248
IRS990/LandBldgEquipBasisNetGrp/EOYAmt038538
IRS990/LandBldgEquipCostOrOtherBssAmt0244936
IRS990/LegalDomicileStateCd0MO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05494300
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt035592
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt035592
IRS990/MissionDesc0SEE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt020178230
IRS990/NetAssetsOrFundBalancesEOYAmt021430009
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0464479
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0464479
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0171729
IRS990/NoncashContributionsAmt080272
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt09651
IRS990/OccupancyGrp/ManagementAndGeneralAmt014329
IRS990/OccupancyGrp/ProgramServicesAmt035055
IRS990/OccupancyGrp/TotalAmt059035
IRS990/OfficeExpensesGrp/FundraisingAmt0148683
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011528
IRS990/OfficeExpensesGrp/ProgramServicesAmt027404
IRS990/OfficeExpensesGrp/TotalAmt0187615
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt087871
IRS990/OtherAssetsTotalGrp/EOYAmt073605
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt08994
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt019783
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt015854
IRS990/OtherEmployeeBenefitsGrp/TotalAmt044631
IRS990/OtherExpensesGrp/Desc0PUBLIC RELATIONS
IRS990/OtherExpensesGrp/Desc1DUES / SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt013401
IRS990/OtherExpensesGrp/FundraisingAmt15634
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04131
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14892
IRS990/OtherExpensesGrp/ProgramServicesAmt06388
IRS990/OtherExpensesGrp/ProgramServicesAmt14616
IRS990/OtherExpensesGrp/TotalAmt023920
IRS990/OtherExpensesGrp/TotalAmt115142
IRS990/OtherRevenueTotalAmt035592
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0104694
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0326257
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0173004
IRS990/OtherSalariesAndWagesGrp/TotalAmt0603955
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt08239
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt028820
IRS990/PayrollTaxesGrp/ProgramServicesAmt015405
IRS990/PayrollTaxesGrp/TotalAmt052464
IRS990/PensionPlanContributionsGrp/FundraisingAmt03424
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07635
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04457
IRS990/PensionPlanContributionsGrp/TotalAmt015516
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt06630448
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt07264531
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0570972
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0468562
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0HALLEE WINNIE
IRS990/ProfessionalFundraisingInd01
IRS990/ProgSrvcAccomActy2Grp/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 ALUMNAE TO DEVELOPS THE NEXT GENERATION OF LEADERS EQUIPPED TO SERVE THEIR COMMUNITIES AND TO COMBAT ILLITERACY, SO THAT PI PHI CAN WORK TOWARDS ITS MISSION TO THE BETTERMENT OF SOCIETY. SCHOLARSHIPS ASSIST WOMEN IN UNDERGRADUATE AND GRADUATE SCHOOL PROGRAMS, AS WELL AS ALUMNAE CONTINUING EDUCATION AWARDS. MORE THAN 123 AWARDS TOTALING $203,850 WERE MADE IN FY17-18. 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 17-18.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0244003
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0203850
IRS990/ProgSrvcAccomActy3Grp/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, INTEGRITY AND COMMITTED TO SERVICE. 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, CRITICAL CONVERSATIONS, LEADERSHIP ACADEMIES AND CONVENTION, ONLINE LEARNING, LEADERSHIP INSTITUTE PREPARING YOUNG WOMEN TO MAKE THE IMPOSSIBLE THE INEVITABLE, AND THE LEADERSHIP DEVELOPMENT CONSULTANT PROGRAM, WHICH LAST YEAR MADE 211 CHAPTER VISITS AND PROVIDED 2,532 INDIVIDUALIZED MENTORING SESSIONS. LEADERSHIP PROGRAMMING EDUCATES UNDERGRADUATE WOMEN AND DEVELOPS THE NEXT GENERATION OF LEADERS, CREATING IMPACT ON OUR COMMUNITIES, FAMILIES AND LEADING THE WAY TO FIGHT ILLITERACY. MORE THAN 20,000 UNDERGRADUATES AND THOUSANDS MORE ALUMNAE WERE TOUCHED IN SOME WAY BY THE LEADERSHIP PROGRAMMING OFFERED BY PI BETA PHI IN FY17-18.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0114240
IRS990/ProgSrvcAccomActy3Grp/GrantAmt095441
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 PI PHI'S FOUNDING HOME, HOLT HOUSE, LOCATED IN MONMOUTH, IL.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01394499
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt01165021
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt010048839
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02208787
IRS990/PYInvestmentIncomeAmt0590976
IRS990/PYOtherExpensesAmt0849378
IRS990/PYOtherRevenueAmt028965
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt06704474
IRS990/PYSalariesCompEmpBnftPaidAmt0780018
IRS990/PYTotalExpensesAmt03964306
IRS990/PYTotalProfFndrsngExpnsAmt0126123
IRS990/PYTotalRevenueAmt010668780
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01080050
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0495829
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01484015
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS REVENUE - 2013 AMOUNT: $ 24,792. 2014 AMOUNT: $ 6,477. 2015 AMOUNT: $ 12,274. 2016 AMOUNT: $ 28,965. 2017 AMOUNT: $ 35,592. REIMBURSEMENTS - 2014 AMOUNT: $ 151,876.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03703306
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt010048839
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03471250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03644743
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02352429
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt023220567
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0463345
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0360408
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0330576
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0454269
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0359466
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01968064
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt035592
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt028965
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt012274
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0158353
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt024792
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0259976
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.69580
IRS990ScheduleA/PublicSupportPY170Pct00.68730
IRS990ScheduleA/PublicSupportTotal170Amt017708269
IRS990ScheduleA/SubstantialContributorsTotAmt05512298
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03703306
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010048839
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03471250
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03644743
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02352429
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt023220567
IRS990ScheduleA/TotalSupportAmt025448607
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.44140
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt012700314
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0657236
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt013710175
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0650049
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0297424
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06363827
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt05693716
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt012700314
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0656771
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt014000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06326995
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0351727
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06363827
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-5527
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0309368
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06440507
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0219878
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06326995
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-26280
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0307110
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05958122
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt040551
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06440507
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0678508
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0236674
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt014705
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0173183
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0187888
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0131693
IRS990ScheduleD/ExpensesSubtotalAmt03454979
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0131693
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0131693
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0171729
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt023833
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt033215
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt057048
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.52620
IRS990ScheduleD/RevenueNotReportedAmt0171729
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0131693
IRS990ScheduleD/RevenueSubtotalAmt04535029
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0USE OF ENDOWMENT FUNDS THE FOUNDATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 81 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT FEES INVESTMENT FEES ARE NETTED AGAINST INTEREST AND DIVIDENDS ON THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE D, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PART XI, LINE 4B AND PART XII, LINE 4B
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.03240
IRS990ScheduleD/TotalBookValueLandBuildingsAmt038538

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,613,272
Liabilities
$183,263
Net assets
$21,430,009
Revenue
$4,666,722
Expenses
$3,586,672
Net income
$1,080,050
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