2021-11-12T09:25:36-06:00 2021-06-30 946214841 ARMANINO LLP 6 CITYPLACE DRIVE SUITE 900 ST LOUIS MO 63141 990 2020-07-01 370464584 PI BETA PHI FRATERNITY PIBE 6362560680 1154 TOWN COUNTRY COMMONS DRIVE TOWN COUNTRY MO 63017 SHAWN EAGLEBURGER EXECUTIVE DIRECTOR 6362560680 2021-11-11 1 SHAWN EAGLEBURGER 999009999 JENNIFER M VACHA P01251998 3149831200 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z SHAWN EAGLEBURGER 1154 TOWN COUNTRY COMMONS DRIVE TOWN COUNTRY MO 63017 14882247 0 X WWW.PIBETAPHI.ORG X 1935 IL TO MUTUALLY ENCOURAGE AND ASSIST MEMBERS IN SOCIAL, MENTAL, AND MORAL ADVANCEMENT. 7 7 44 125 0 0 1279900 335056 6140130 5677928 869610 1700177 468975 324827 8758615 8037988 935873 246316 0 0 2541537 2624552 37734 42121 0 3690990 2765632 7206134 5678621 1552481 2359367 42682229 49850196 4657604 4391250 38024625 45458946 TO PROMOTE FRIENDSHIP, DEVELOP WOMEN OF INTELLECT AND INTEGRITY, CULTIVATE LEADERSHIP POTENTIAL AND ENRICH LIVES THROUGH COMMUNITY SERVICE. 0 0 CHAPTER PROGRAMMING & DEVELOPMENT - TO PROVIDE SUPPORT FOR APPROXIMATELY 140 LOCAL CHAPTERS WITH RESOURCES AND PROGRAMS FOCUSED ON CHAPTER DEVELOPMENT BY ASSESSING CHAPTER STRENGTHS AND IDENTIFYING OPPORTUNITY AREAS FOR GROWTH. THE ORGANIZATION ALSO PROVIDES ONLINE LEARNING OPPORTUNITIES, MANUALS AND GUIDES FOUND IN THE RESOURCE LIBRARY, AND ELECTRONIC NEWSLETTERS, ALL OF WHICH ARE AVAILABLE THROUGHOUT THE YEAR. AREAS OF ASSISTANCE INCLUDE CHAPTER OPERATIONS, RISK MANAGEMENT, MEMBER EXPERIENCE, FINANCE AND HOUSING, COMMUNITY RELATIONS, RECRUITMENT, AND CULTIVATING ALUMNAE SUPPORT. LEADERSHIP TRAINING - TO PROVIDE LOCAL CHAPTERS WITH RESOURCES AND PROGRAMS FOCUSED ON DEVELOPING MEMBER LEADERSHIP SKILLS AND ASSISTING STUDENTS IN IMPROVING VARIOUS EDUCATIONAL OPPORTUNITIES. THE ORGANIZATION PROVIDES OPPORTUNITIES FOR LEADERSHIP AND PROFESSIONAL SKILL DEVELOPMENT THROUGH NETWORKING AND SIGNATURE EVENTS, INCLUDING PI BETA PHI LEADERSHIP INSTITUTE, BIENNIAL CONVENTION, COLLEGE WEEKEND, OFFICER RETREATS AND CRITICAL CONVERSATIONS, A PI BETA PHI RISK PREVENTION EDUCATION PROGRAM. ALUMNAE PROGRAMMING & ENGAGEMENT - TO ENABLE ALUMNAE MEMBERS OF PI BETA PHI TO CONTINUE IN VARIOUS MEMBERSHIP AND VOLUNTEER ROLES AS WELL AS TO PROVIDE FRIENDSHIPS THAT WILL LAST A LIFETIME BY CREATING A NETWORK OF SISTERS AND FRIENDS SUPPORTING EACH OTHER AS THEY ACHIEVE PERSONAL AND PROFESSIONAL GOALS THROUGHOUT THEIR LIFE. THE ORGANIZATION PROVIDES OPPORTUNITIES FOR MEMBERS TO CONNECT THROUGH LITERACY SERVICE, ANNIVERSARY AND REUNION CELEBRATIONS, LEADERSHIP SUMMITS, CONVENTION, AND SPECIAL ALUMNAE EVENTS. 0 1 0 0 0 0 0 1 1 1 0 1 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 51 0 1 44 1 1 1 0 0 0 1 1 982000 0 0 0 0 X 7 7 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 6362560680 1154 TOWN COUNTRY COMMONS DRIVE TOWN COUNTRY MO 63017 MARLA NEELLY WULF GRAND PRESIDENT 40.00 X X 3600 0 0 JAMIE FEIST DANIELS GRAND VP MEMBER EXPERIENCE 30.00 X X 1400 0 0 AMY LORENZEN SOUTHERLAND GRAND VP ALUMNAE 25.00 X X 2400 0 0 LISA GAMEL SCOTT GRAND VP FINANCE/HOUSING 35.00 10.00 X X 2400 0 0 ALISON VEIT HEAFITZ GRAND VP FRATERNITY GROWTH 35.00 X X 2400 0 0 JENN PLAGMAN-GALVIN GRAND VP COMMUNITY RELATIONS 20.00 X X 2400 0 0 EMORY MCGINNIS EISON GRAND VP COLLEGIANS 35.00 X X 2400 0 0 JULI WILLEMAN EXECUTIVE DIRECTOR (RET. 4/2021) 40.00 10.00 X 175138 0 18279 SHAWN EAGLEBURGER EXECUTIVE DIRECTOR (EFF. 4/2021) 40.00 10.00 X 115786 0 11610 KRISTIN RUGEN SENIOR DIRECTOR OF FINANCE 25.00 25.00 X 0 113862 13971 CAROLINE BACKER ASSISTANT EXECUTIVE DIRECTOR 40.00 X 101489 0 23951 409413 113862 67811 3 0 1 0 BDO USA LLP 500 FIRST AVE LOCKBOX 642743 PITTSBURGH PA 15264 ACCOUNTING SERVICES 385020 COMPUTER SYSTEMS INNOVATIONS INC 855 WEST PRAIRIE AVENUE WHEATON IL 60187 MEMBERSHIP DATABASE SUPPORT 365893 BLADE TECHNOLOGIES INC PO BOX 29229 ST LOUIS MO 63126 IT SUPPORT 150138 MITTERA GROUP PO BOX 310471 DES MOINES IA 50331 ARROW MAGAZINE PRINTER 129299 4 335056 335056 MEMBER REVENUE 813410 5677928 5677928 5677928 923002 923002 236516 236516 85370 0 85370 85370 85370 7621434 6844259 777175 777175 777175 OTHER REVENUE 900099 2513 2513 RELEASED FUNDS FROM CL 900099 428 428 2941 8037988 5680869 0 2022063 246316 374436 1808408 103249 103062 235397 7730 48396 63030 42121 84856 193571 87317 510681 641926 174517 83947 282336 365117 DUES AND SUBSCRIPTIONS 78461 TAXES & LICENSES 76466 MEMORABILIA AND SUPPLIE 51912 HONORARIUMS 12850 2519 5678621 982411 807303 2375736 3449210 749788 195791 150849 71375 67637 141124 200300 9493490 4442435 5302906 5051055 27127452 33912336 2000 2000 5280214 6193300 453432 16206 42682229 49850196 796586 297882 98744 110792 3762274 3887065 0 95511 4657604 4391250 X 38022625 45456946 2000 2000 38024625 45458946 42682229 49850196 2359367 5074954 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 3494 444 3938 3435 59 3494 3311 124 3435 3200 111 3311 3016 184 3200 1.00000 0 0 921138 921138 5630617 1896369 3734248 2927244 2546066 381178 14491 14491 5051055 CHAPTER HOUSE LOANS 5843300 C CHAPTER BRIDGE LOANS 350000 C 6193300 DUE TO CHAPTERS 95511 95511 X PART IV, LINE 2B: THE FRATERNITY CONSTITUTION STATES THAT IF A CHARTER IS RELINQUISHED BY A CHAPTER, WITHDRAWN BY THE FRATERNITY OR IF COLLEGE OR UNIVERSITY AUTHORITIES DISBAND WOMEN'S FRATERNITIES ON CAMPUS, THE CHAPTER HOUSE CORPORATION AND THE CHAPTER SHALL, FOLLOWING PAYMENT OF THEIR DEBTS AND LIABILITIES, TRANSFER NET ASSETS OF THE CHAPTER HOUSE CORPORATION AND CHAPTER TO THE FRATERNITY. IF THE CHAPTER IS LATER RE-CHARTERED, AN AMOUNT EQUAL TO THE NET PROCEEDS TRANSFERRED TO THE FRATERNITY SHALL BE PROVIDED TO SUCH CHAPTER HOUSE CORPORATION AND CHAPTER TO ASSIST IN REESTABLISHMENT OF THE CHAPTER. AFTER 20 YEARS, IF RE-CHARTERING HAS NOT OCCURRED, THE AMOUNTS HELD SHALL REVERT TO THE FRATERNITY. PART V, LINE 4: PURSUANT TO THE TERMS OF THE TRUST, THE ENDOWMENT IS A RESTRICTED GIFT TO BE INVESTED WITH INTEREST USED TO SUPPORT THE SCHOLARSHIP AWARD THAT IS GIVEN TO OUTSTANDING ALUMNAE. PART X, LINE 2: THE FRATERNITY AND FHC ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(7) OF THE INTERNAL REVENUE CODE ("IRC"). AS SUCH, THEY ARE ONLY SUBJECT TO TAX ON UNRELATED BUSINESS TAXABLE INCOME ("UBTI") AS DEFINED BY THE IRC. THE FRATERNITY AND FHC EACH FILE FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX) WITH THE U.S. FEDERAL GOVERNMENT. THE ORGANIZATION FOLLOWS THE FASB ASC TOPIC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH PRESCRIBES A COMPREHENSIVE MODEL FOR HOW AN ORGANIZATION SHOULD MEASURE, RECOGNIZE, PRESENT AND DISCLOSE IN ITS CONSOLIDATED FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS THAT AN ORGANIZATION HAS TAKEN OR EXPECTS TO TAKE ON A TAX RETURN. MANAGEMENT ANNUALLY REVIEWS ITS TAX POSITIONS AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS AS OF JUNE 30, 2021 AND 2020. X X X X 0 PENNINGTON & CO 501 GATEWAY DRIVE SUITE A LAWRENCE KS 66049 NEWSLETTERS & CAPITAL CAMPAIGNS 0 0 42121 -42121 42121 -42121 1 FIRST BOOK 1319 F STREET NW SUITE 901 WASHINGTON DC 20004 521779606 501(C)3 201966 SUPPORT LITERACY INITIATIVES FRATERNITY AND SORORITY ACTION FUND PO BOX 3348 ALEXANDRIA VA 22302 474906970 501(C)4 16666 DEFENDING THE FRATERNITY/SORORITY EXPERIENCE 1 1 PART I, LINE 2: IN PURSUIT OF THEIR EDUCATIONAL ENDEAVORS, PI BETA PHI FRATERNITY PROVIDED GRANTS TO NOT-FOR-PROFIT ORGANIZATIONS DURING THE CURRENT TAX YEAR FOR USES IN LINE WITH THE EXEMPT PURPOSE OF THE NOT-FOR-PROFIT ORGANIZATIONS RECEIVING THE GRANT. X X X 0 0 0 JULI WILLEMAN EXECUTIVE DIRECTOR (RET. 4/2021) 174788 0 350 0 0 0 8838 0 9441 0 193417 0 0 0 PART I, LINE 3 THE ORGANIZATION USES DATA FROM OTHER NONPROFIT ASSOCIATIONS AND FRATERNAL ORGANIZATIONS TO EVALUATE COMPENSATION. SUCH DATA MAY BE OBTAINED BY REVIEWING FORM 990 OR COMPENSATION STUDIES/SURVEYS. GOVERNING BODY APPROVAL IS OBTAINED. FORM 990, PART VI, SECTION A, LINE 6 PI BETA PHI FRATERNITY IS A MEMBERSHIP ORGANIZATION CONSISTING OF COLLEGIATE AND ALUMNAE VOTING DELEGATES WHO ELECT THE GRAND COUNCIL, ALSO KNOWN AS THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A THE COLLEGIATE AND ALUMNAE VOTING DELEGATES ELECT THE GRAND COUNCIL, ALSO KNOWN AS THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B ANY CHANGES TO THE CONSTITUTION AND STATUTES MUST BE APPROVED BY THE CONVENTION BODY (COLLEGIATE AND ALUMNAE VOTING DELEGATES). FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WAS REVIEWED IN DETAIL BY THE FINANCE DIRECTOR, EXECUTIVE DIRECTOR, AND THE GRAND VICE PRESIDENT OF FINANCE AND THEN SUBMITTED TO THE MEMBERS OF THE GOVERNING BODY FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE MEMBERS OF THE GRAND COUNCIL ARE REQUIRED TO DISCLOSE ALL TRANSACTIONS WHICH MAY GIVE RISE TO A CONFLICT OF INTEREST ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 ALL OTHER EMPLOYEE COMPENSATION IS DETERMINED BY THE EXECUTIVE DIRECTOR IN CONSULTATION WITH THE HUMAN RESOURCES DIRECTOR AND IS BASED ON PERFORMANCE, DATA FROM OTHER NONPROFIT ASSOCIATIONS AND FRATERNAL ORGANIZATIONS, AND OTHER RESEARCH AS AVAILABLE. FORM 990, PART VI, SECTION C, LINE 19 THE CONSTITUTION AND STATUTES ARE AVAILABLE TO INITIATED MEMBERS OF PI BETA PHI ONLY. THE CONFLICT OF INTEREST POLICY AND THE ANNUAL FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: PI BETA PHI FRATERNITY HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE AUDIT COMMITTEE PARTICIPATED IN THE PLANNING OF THE AUDIT, WERE UPDATED THROUGHOUT THE AUDIT AND PARTICIPATED IN A WRAP UP CALL WITH THE AUDITORS AT THE COMPLETION OF THE AUDIT. THIS PROCESS DID NOT CHANGE FROM PRIOR YEARS. PI BETA PHI FRATERNITY HOUSING CORP 1154 TOWN COUNTRY COMMONS DRIVE TOWN COUNTRY MO 63017 262511045 MEMBER ORGANIZATION FOR HOUSING OK 501(C)(7) PI BETA PHI FRATERNITY 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 1 1 1 0 0 PI BETA PHI FRATERNITY HOUSING CORPORATION A 229951 CASH