2021-11-11T12:08:51-06:00 2021-06-30 430765316 RUBINBROWN LLP ONE NORTH BRENTWOOD SAINT LOUIS MO 63105 990 2020-07-01 431542735 PI BETA PHI FOUNDATION PIBE 6362560680 1154 TOWN COUNTRY COMMONS DRIVE TOWN COUNTRY MO 63017 KATHY SPRAGUE PRESIDENT 6362560680 2021-11-09 1 KATHY SPRAGUE 999009999 KIMBERLY A RYAN P00829977 3142903300 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z HALLEE WINNIE 1154 TOWN COUNTRY COMMONS DRIVE TOWN COUNTRY MO 63017 8517823 0 X WWW.PIBETAPHIFOUNDATION.ORG X 1990 MO 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. 10 10 11 78 0 0 3238890 3586438 0 0 1179246 763085 24288 6355 4442424 4355878 1856273 772103 0 0 959205 842054 27650 0 498358 624381 561420 3467509 2175577 974915 2180301 25635329 32174219 1033353 356753 24601976 31817466 X 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. 0 0 332871 224400 SEE 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. 336388 226771 SEE 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. 122538 82607 SEE 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. 353527 238325 OTHER 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. 353527 238325 1145324 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 7 0 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AK AR CA CT CO FL GA HI IL KS KY NH MD MA MI MN MS WI WV VA UT TN SC RI PA OR OK OH ND NC NM NY NJ X KIM SHERMAN 6362560680 1154 TOWN COUNTRY COMM DR TOWN COUNTRY MO 63017 HALLEE WINNIE EXECUTIVE DIRECTOR 40.00 X 122075 0 5338 KATHY WAGER SPRAGUE PRESIDENT 5.00 X X 0 0 0 GINA GARRISON JONES SECRETARY 6.50 X X 0 0 0 JENNIFER WINDELL HAZELTON TRUSTEE 3.00 X 0 0 0 TERRE MCFILLEN HALL VP - DEVELOPMENT 7.50 X X 0 0 0 MARY JANE BUCHELE JOHNSON VP - FINANCE 6.00 X X 0 0 0 LESLIE MAGNUS TRUSTEE 4.50 X 0 0 0 WENDY LABRECHE PRATT TRUSTEE 3.00 X 0 0 0 CINDY RICE SVEC TRUSTEE 5.50 X 0 0 0 BRENDA BALKUNAS WIRTH EX-OFFICIO/FHC PRESIDENT 2.00 X 0 0 0 MARLA NEELLY WULF EX-OFFICIO/GRAND PRESIDENT 2.50 X 0 0 0 122075 0 5338 1 0 0 0 0 147400 3439038 39245 3586438 591130 591130 4333900 4161945 171955 171955 171955 6355 6355 6355 4355878 0 0 769440 490167 490167 270750 270750 11186 11186 148535 37134 74267 37134 592277 205178 159024 228075 20710 7061 5781 7868 32278 10682 9795 11801 48254 15441 15924 16889 8660 3951 430 4279 27000 27000 142056 142056 6372 6372 177553 41310 10166 126077 52893 16475 19283 17135 160 80 80 26189 26189 DUES / SUBSCRIPTIONS 5926 1910 1931 2085 PUBLIC RELATIONS 1164 582 582 113447 33417 33677 46353 2175577 1145324 531895 498358 3592162 4784254 1666945 1235541 852702 664619 310783 264873 60358 45910 19396998 25381707 66164 62188 25635329 32174219 885953 266753 147400 90000 1033353 356753 X 10606169 14531393 13995807 17286073 24601976 31817466 25635329 32174219 2180301 5035189 0 X 0 1 X 1 0 X 10048839 3703306 4609434 3238890 3586438 25186907 10048839 3703306 4609434 3238890 3586438 25186907 6271814 18915093 360408 463345 503514 535065 591130 2453462 27640369 108225 0.68430 0.70220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15962276 411380 4051553 244297 20180912 15886714 83700 213329 221467 15962276 13710175 1175135 1235136 233732 15886714 12700314 657236 650049 297424 13710175 6363827 5693716 656771 14000 12700314 0.39230 0.44620 0.16150 0 0 253735 220305 33430 57048 44568 12480 45910 9249011 5035189 5035189 4213822 142056 142056 4355878 2033521 0 2033521 142056 142056 2175577 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. 1 0 0 0 0 0 0 0 0 0 NORTH AMERICA LITERACY/EDUCATION 11186 CHECKS FMV 1 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION REQUIRES AN ANNUAL REPORT OF HOW THE GRANT WAS USED AND PROOF OF EXPENDITURE. PART III ACCOUNTING METHOD: 0 AR AZ CA CO CT FL GA HI IL KS KY LA ME MD MI MA MN MS MO NH NJ NY NM NC ND OH OK OR PA RI SC TN UT VA WA WV WI 1 ARIZONA ALPHA CHAPTER HOUSING CORP OF PBP PO BOX 68364 ORO VALLEY AZ 85737 860047525 501(C)(3) 121861 HOUSING EAGP CHICAGO LITERACY ALLIANCE 5706 S UNIVERSITY AVENUE CHICAGO IL 60637 455134751 501(C)(3) 8315 LITERACY DRURY UNIVERSITY 900 N BRENTON AVENUE SPRINGFIELD MO 65802 440552049 501(C)(3) 7500 EDUCATION/INDIVIDUAL SCHOLARSHIP INDIANA UNIVERSITY - BLOOMINGTON 400 EAST 7 STREET BLOOMINGTON IN 47405 356001673 501(C)(3) 7000 EDUCATION/INDIVIDUAL SCHOLARSHIP LOUISIANA STATE UNIVERSITY 125 THOMAS BOYD HALL BATON ROUGE LA 70803 726034548 501(C)(3) 10000 EDUCATION/INDIVIDUAL SCHOLARSHIP MARYVILLE UNIVERSITY 650 MARYVILLE UNIVERSITY SAINT LOUIS MO 63141 430653369 501(C)(3) 7500 EDUCATION/INDIVIDUAL SCHOLARSHIP OKLAHOMA BETA CHAPTER HOUSING CORP 324 S CLEVELAND STREET STILLWATER OK 74074 736102709 501(C)(3) 12562 HOUSING EAGP PI BETA PHI FRATERNITY 1154 TOWN COUNTRY COMMONS DRIVE TOWN COUNTRY MO 63017 370464584 501(C)(7) 298607 LEADERSHIP AND HERITAGE UNIVERSITY OF MISSISSIPPI 257 MARTINDALE CENTER UNIVERSITY MS 38677 646001159 501(C)(3) 6600 EDUCATION/INDIVIDUAL SCHOLARSHIP 8 1 OTHER SCHOLARSHIPS 20 36200 ALUMNAE CONTINUING EDUCATION 3 10500 GRADUATE FELLOWSHIP SCHOLARSHIPS 15 28900 UNDERGRADUATE SCHOLARSHIPS 61 159300 ENDOWED SCHOLARSHIPS EMMA HARPER TURNER FUND 17 27273 PART I, LINE 2: USE OF GRANT FUNDS FORM 990, SCHEDULE I, LINE 2 FOR ALL DISBURSEMENTS OUTLINED IN PART II, GRANTEE ORGANIZATIONS ARE REQUIRED TO SUBMIT A USE OF FUNDS REPORT WHICH DOCUMENTS THAT THE FUNDS HAVE BEEN EXPENDED AS OUTLINED IN THE ORIGINAL GRANT APPLICATION FORM. SHOULD EXCESS FUNDS REMAIN, THE GRANTEE RETURNS THOSE FUNDS TO THE FOUNDATION. FOR ALL DISBURSEMENTS OUTLINED IN PART III, AN APPLICATION IS REQUIRED WITH APPROPRIATE DOCUMENTATION OF FINANCIAL NEED FOR ALL GRANTS OF ASSISTANCE, WHETHER DIRECT FINANCIAL ASSISTANCE TO MEMBERS IN NEED (EMMA HARPER TURNER OR EHT AWARDS) OR UNDERGRADUATE SCHOLARSHIPS, GRADUATE FELLOWSHIPS OR ALUMNAE CONTINUING EDUCATION AWARDS. COMMITTEES REVIEW EVERY APPLICATION FOR ASSISTANCE TO DETERMINE ELIGIBILITY. FINANCIAL NEED MUST BE CLEARLY DEMONSTRATED. THE BOARD OF TRUSTEES VOTE ON COMMITTEE RECOMMENDATIONS FOR THE EHT AWARDS. ALUMNAE MEMBERS RECEIVE THE EHT ASSISTANCE DIRECTLY; COLLEGIATE MEMBERS HAVE THEIR EHT ASSISTANCE SENT DIRECTLY TO THEIR COLLEGE OR UNIVERSITY. FOR ALL SCHOLARSHIPS, THE FOUNDATION SUBMITS PAYMENTS DIRECTLY TO THE APPROPRIATE COLLEGE OR UNIVERSITY. SHOULD THE STUDENT WITHDRAW, THOSE FUNDS ARE REFUNDED TO THE FOUNDATION. THE UNIVERSITY IS RESPONSIBLE TO APPLY THE SCHOLARSHIP FUNDS TO THE APPROPRIATE STUDENT ACCOUNT; THE FOUNDATION COMMUNICATES DIRECTLY WITH EACH STUDENT SO THEY KNOW WHAT AMOUNT OF FUNDS TO EXPECT TO BE APPLIED TO THEIR ACCOUNT. FOR MISCELLANEOUS GRANT AMOUNTS, THE SAME PROCESS OUTLINED FOR PART II APPLIES. X 11 39245 MARKET QUOTES 0 1 1 PART I, LINE 32B: NON-CASH GIFTS FORM 990, SCHEDULE M, LINE 32B FOR ANY CONTRIBUTIONS OF STOCK AND OTHER PUBLICLY TRADED SECURITIES, THE FOUNDATION USES A THIRD-PARTY INVESTMENT MANAGER TO HOLD THE SECURITIES, MONITOR PERFORMANCE AND SELL, AS NECESSARY, UNDER THE TERMS OF THE FOUNDATION'S INVESTMENT POLICY. SCHEDULE M, PART I, COLUMN B THE FOUNDATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. 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. 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. PBP HOLDINGS LLC 1154 TOWN AND COUNTRY COMMONS TOWN AND COUNTRY MO 63017 431542735 INVESTMENT TN 394 0 PI BETA PHI FOUNDATION