Civic Intelligence

Pi Beta Phi Foundation

990 • Fiscal year 2021 • EIN 43-1542735

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 09, 2021

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.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

22nd percentile

0.08x

Higher debt load relative to revenue than 22% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

86th percentile

50%

Higher net margin than 86% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

80th percentile

26%

Faster asset growth than 80% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

25th percentile

-1.9%

Faster revenue growth than 25% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$32,174,219

Up $6,538,890 (+26%) from 2020

Net Assets

Up

$31,817,466

Up $7,215,490 (+29%) from 2020

Liabilities

Down

$356,753

Down $676,600 (-65%) from 2020

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin86th percentile

Revenue

Down

$4,355,878

Down $86,546 (-1.9%) from 2020

Expenses

Down

$2,175,577

Down $1,291,932 (-37%) from 2020

Net Income

Up

$2,180,301

Up $1,205,386 (+124%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2021

Assets$32,174,219
Liabilities$356,753
Net Assets$31,817,466
Open 2021 Filing

Operations Trend

Revenue Growth25th 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

2021

Revenue$4,355,878
Expenses$2,175,577
Net Income$2,180,301
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 9, 2021
Return Version
2020v4.1
Gross Receipts
$8,517,823
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$19,396,998$25,381,707▲ $5,984,709
Cash and Non-Interest-Bearing Accounts$3,592,162$4,784,254▲ $1,192,092
Savings and Temporary Cash Investments$1,666,945$1,235,541▼ $431,404
Pledges and Grants Receivable$852,702$664,619▼ $188,083
Land, Buildings, and Equipment, Net$60,358$45,910▼ $14,448
Total Assets$25,635,329$32,174,219▲ $6,538,890
Other Assets Total$66,164$62,188▼ $3,976
Liabilities
Accounts Payable and Accrued Expenses$885,953$266,753▼ $619,200
Unsecured Notes Loans Payable$147,400$90,000▼ $57,400
Total Liabilities$1,033,353$356,753▼ $676,600
Net Assets / Fund Balance
Net Assets With Donor Restrictions$13,995,807$17,286,073▲ $3,290,266
Net Assets Without Donor Restrictions$10,606,169$14,531,393▲ $3,925,224
Total Net Assets Fund Balance$24,601,976$31,817,466▲ $7,215,490
Total Liabilities and Net Assets / Fund Balance$25,635,329$32,174,219▲ $6,538,890

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$33,430$220,305$253,735
Other Land Buildings$12,480$44,568$57,048

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$15,962,276$411,380▲ $4,051,553$244,297$20,180,912
2019$15,886,714$83,700▲ $213,329$221,467$15,962,276
2018$13,710,175$1,175,135▲ $1,235,136$233,732$15,886,714
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
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Hallee WinnieExecutive DirectorFT$122,075$5,338$127,413

Board Members and Trustees

NameTitle
Brenda Balkunas WirthEx-officio/fhc President
Marla Neelly WulfEx-officio/grand President
Kathy Wager SpraguePresident
Cindy Rice SvecTrustee
Jennifer Windell HazeltonTrustee
Leslie MagnusTrustee
Wendy Labreche PrattTrustee
Gina Garrison JonesSecretary
Terre Mcfillen HallVP - Development
Mary Jane Buchele JohnsonVP - Finance
Revenue and Support

Revenue Composition

Contributions and Grants
$3,586,438
Program Service Revenue
$0
Investment Income
$763,085
Other Revenue
$6,355
All Other Contributions
$3,439,038
Change in Net Assets
$2,180,301

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 Traded11$39,245Market Quotes
Total Noncash Contributions11$39,245-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,213,822
Revenue Not Reported on Financial Statements
$142,056
Revenue Not Reported on Form 990
$5,035,189
Total Revenue per Audited Statements
$9,249,011
Total Revenue per Form 990
$4,355,878
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$842,054
Grants and Similar Amounts Paid$772,103
Other Expenses$561,420
Total Fundraising Expense$498,358
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$205,178$159,024$228,075$592,277
Grants to Domestic Orgs$490,167--$490,167
Grants to Domestic Individuals$270,750--$270,750
Office Expenses$41,310$10,166$126,077$177,553
Current Officers, Directors, Trustees, and Key Employees$37,134$74,267$37,134$148,535
Fees for Service Investment Mgmnt Fees-$142,056-$142,056
All Other Expenses$33,417$33,677$46,353$113,447
Occupancy$16,475$19,283$17,135$52,893
Payroll Taxes$15,441$15,924$16,889$48,254
Other Employee Benefits$10,682$9,795$11,801$32,278
Fees for Services Accounting-$27,000-$27,000
Depreciation Depletion-$26,189-$26,189
Pension Plan Contributions$7,061$5,781$7,868$20,710
Foreign Grants$11,186--$11,186
Fees for Services Legal$3,951$430$4,279$8,660
Fees for Services Other-$6,372-$6,372
Other Expenses$582$1,931$582$1,164
Travel$80-$80$160
Total Functional Expenses$1,145,324$531,895$498,358$2,175,577

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,175,577
Expenses per Audited Statements$2,033,521
Total Expenses per Audited Statements$2,033,521
Expenses Not Reported on Financial Statements$142,056
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pi Beta Phi FraternityTown Country, MO501(c)(7)Leadership and Heritage$298,607
Arizona Alpha Chapter Housing Corp of PbpOro Valley, AZ501(c)(3)Housing Eagp$121,861
Oklahoma Beta Chapter Housing CorpStillwater, OK501(c)(3)Housing Eagp$12,562
Louisiana State UniversityBaton Rouge, LA501(c)(3)Education/individual Scholarship$10,000
Chicago Literacy AllianceChicago, IL501(c)(3)Literacy$8,315
Drury UniversitySpringfield, MO501(c)(3)Education/individual Scholarship$7,500
Maryville UniversitySaint Louis, MO501(c)(3)Education/individual Scholarship$7,500
Indiana University - BloomingtonBloomington, IN501(c)(3)Education/individual Scholarship$7,000
University of MississippiUniversity, MS501(c)(3)Education/individual Scholarship$6,600

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Business relationship with 35% controlled entity
No
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
Kathy Sprague
Title
President
Phone
6362560680
Signed
2021-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hallee Winnie
Formed
1990
Legal Domicile
Mo
Voting Board Members
10
Independent Board Members
10
Employees
11
Volunteers
78

Preparer

Firm
Rubinbrown Llp
Address
ONE NORTH BRENTWOOD, SAINT LOUIS, MO 63105
Preparer
Kimberly a Ryan
Phone
3142903300
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4

“In january 2020, a novel strain of coronavirus (covid-19) spread through china as well as other countries worldwide including the united states. The impact of the virus varies from region to region and from day to day and any significant additional spreading of the virus could continue to adversely affect the foundation's support and revenue. In compliance with government mandates, since march 2020, the foundation has had to cancel or postpone all travel and events into fiscal year 2021. The continued outbreak of the covid-19 virus is likely to also have further negative impact on the economy continuing into 2022; those changes have current impact on, and may continue to impact in the future, the foundation's ability to fundraise. All of these factors could have a significant impact on the foundation's financial results in 2022 and beyond, however, the extent to which the covid-19 virus impacts the foundation's results will depend on future developments, which remain highly uncertain and cannot be predicted at this time.”

Financial Statement Notes

Form 990, Schedule D, Part V, Line 4

“Use of endowment funds the foundation's endowment consists of approximately 102 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 4A and Part XII, Line 4A

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

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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 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. THERE WERE 117 AWARDS TOTALING $270,750 WERE MADE IN FY20-21. 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 FY20-21.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
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/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP - DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP - FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9EX-OFFICIO/FHC PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10EX-OFFICIO/GRAND PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01990
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IRS990/GamingActivitiesInd00
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IRS990/GrantAmt0224400
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IRS990/GrantsToOrganizationsInd01
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt06355
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt06355
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/MoreThan5000KToOrgInd01
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IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0171955
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0171955
IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt010606169
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IRS990/NoncashContributionsAmt039245
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt017135
IRS990/OccupancyGrp/ManagementAndGeneralAmt019283
IRS990/OccupancyGrp/ProgramServicesAmt016475
IRS990/OccupancyGrp/TotalAmt052893
IRS990/OfficeExpensesGrp/FundraisingAmt0126077
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010166
IRS990/OfficeExpensesGrp/ProgramServicesAmt041310
IRS990/OfficeExpensesGrp/TotalAmt0177553
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
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IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09795
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt010682
IRS990/OtherEmployeeBenefitsGrp/TotalAmt032278
IRS990/OtherExpensesGrp/Desc0DUES / SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1PUBLIC RELATIONS
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IRS990/OtherExpensesGrp/FundraisingAmt1582
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01931
IRS990/OtherExpensesGrp/ProgramServicesAmt01910
IRS990/OtherExpensesGrp/ProgramServicesAmt1582
IRS990/OtherExpensesGrp/TotalAmt05926
IRS990/OtherExpensesGrp/TotalAmt11164
IRS990/OtherRevenueTotalAmt06355
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0228075
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0159024
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0205178
IRS990/OtherSalariesAndWagesGrp/TotalAmt0592277
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt016889
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt015924
IRS990/PayrollTaxesGrp/ProgramServicesAmt015441
IRS990/PayrollTaxesGrp/TotalAmt048254
IRS990/PensionPlanContributionsGrp/FundraisingAmt07868
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05781
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt07061
IRS990/PensionPlanContributionsGrp/TotalAmt020710
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0852702
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0664619
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0HALLEE WINNIE
IRS990/ProfessionalFundraisingInd01
IRS990/ProgSrvcAccomActy2Grp/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 FY20-21 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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0336388
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0226771
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 279 CHAPTER VISITS AND PROVIDED 2,405 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 19,750 UNDERGRADUATES AND THOUSANDS MORE ALUMNAE WERE TOUCHED IN SOME WAY BY THE LEADERSHIP PROGRAMMING OFFERED BY PI BETA PHI IN FY20-21.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0122538
IRS990/ProgSrvcAccomActy3Grp/GrantAmt082607
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/ExpenseAmt0353527
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0238325
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03238890
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01856273
IRS990/PYInvestmentIncomeAmt01179246
IRS990/PYOtherExpensesAmt0624381
IRS990/PYOtherRevenueAmt024288
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0974915
IRS990/PYSalariesCompEmpBnftPaidAmt0959205
IRS990/PYTotalExpensesAmt03467509
IRS990/PYTotalProfFndrsngExpnsAmt027650
IRS990/PYTotalRevenueAmt04442424
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02180301
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01666945
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01235541
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03586438
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03238890
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04609434
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03703306
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt010048839
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt025186907
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0591130
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0535065
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0503514
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0463345
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0360408
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02453462
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0108225
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.68430
IRS990ScheduleA/PublicSupportPY170Pct00.70220
IRS990ScheduleA/PublicSupportTotal170Amt018915093
IRS990ScheduleA/SubstantialContributorsTotAmt06271814
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03238890
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04609434
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03703306
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt010048839
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt025186907
IRS990ScheduleA/TotalSupportAmt027640369
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.39230
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt015962276
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0411380
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt020180912
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt04051553
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0244297
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt015886714
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt083700
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt015962276
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0213329
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0221467
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt013710175
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01175135
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt015886714
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01235136
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0233732
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0657236
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt013710175
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0650049
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0656771
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt014000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt0220305
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0253735
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0142056
IRS990ScheduleD/ExpensesSubtotalAmt02033521
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0142056
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0142056
IRS990ScheduleD/NetUnrealizedGainsInvstAmt05035189
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt012480
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt044568
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt057048
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.44620
IRS990ScheduleD/RevenueNotReportedAmt05035189
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0142056
IRS990ScheduleD/RevenueSubtotalAmt04213822
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0USE OF ENDOWMENT FUNDS THE FOUNDATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 102 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 4A AND PART XII, LINE 4A
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.16150

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,174,219
Liabilities
$356,753
Net assets
$31,817,466
Revenue
$4,355,878
Expenses
$2,175,577
Net income
$2,180,301
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