2020-12-01T16:59:52-06:00 2020-06-30 430765316 RUBINBROWN LLP ONE NORTH BRENTWOOD SAINT LOUIS MO 63105 990 2019-07-01 431542735 PI BETA PHI FOUNDATION PIBE 6362560680 1154 TOWN COUNTRY COMMONS DRIVE TOWN COUNTRY MO 63017 KATHY SPRAGUE PRESIDENT 6362560680 2020-11-30 1 KIMBERLY A RYAN P00829977 3142903300 2019 2022-09-23 18:48:47Z HALLEE WINNIE 1154 TOWN COUNTRY COMMONS DRIVE TOWN COUNTRY MO 63017 12416949 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. 11 11 13 78 0 0 4609434 3238890 0 0 3191565 1179246 13025 24288 7814024 4442424 1512149 1856273 0 0 816711 959205 121567 27650 590009 893412 624381 3343839 3467509 4470185 974915 24834482 25635329 390379 1033353 24444103 24601976 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 1110825 884770 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 118 AWARDS TOTALING $202,200 WERE MADE IN FY19-20. 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 FY19-20. 209040 166500 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 FY19-20 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. 104131 82940 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 192 CHAPTER VISITS AND PROVIDED 2,100 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 20,500 UNDERGRADUATES AND THOUSANDS MORE ALUMNAE WERE TOUCHED IN SOME WAY BY THE LEADERSHIP PROGRAMMING OFFERED BY PI BETA PHI IN FY19-20. 906547 722063 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. 906547 722063 2330543 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 10 0 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 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 ME MD MA MI MN MS WI WV VA UT TN SC RI PA OR OK OH ND NC NM NY NJ NH X KIM SHERMAN 6362560680 1154 TOWN COUNTRY COMM DR TOWN COUNTRY MO 63017 KATE BLATHERWICK PICKERT PRESIDENT 5.00 X X 0 0 0 JANICE WORTHINGTON LISKO VP - FINANCE 6.00 X X 0 0 0 KATHY WAGER SPRAGUE VP - DEVELOPMENT 5.00 X X 0 0 0 GINA GARRISON JONES SECRETARY 8.00 X X 0 0 0 BRENDA BALKUNAS WIRTH EX-OFFICIO/FHC PRESIDENT 1.50 X 0 0 0 MARY JANE BUCHELE JOHNSON TRUSTEE 3.00 X 0 0 0 LESLIE MAGNUS TRUSTEE 4.50 X 0 0 0 TERRE MCFILLEN HALL TRUSTEE 11.00 X 0 0 0 MARLA NEELLY WULF EX-OFFICIO/GRAND PRESIDENT 4.00 X 0 0 0 CINDY RICE SVEC TRUSTEE 6.50 X 0 0 0 JENNIFER WINDELL HAZELTON TRUSTEE 3.00 X 0 0 0 HALLEE WINNIE EXECUTIVE DIRECTOR 40.00 X 161874 0 5616 161874 0 5616 1 0 1 0 GABRIEL GROUP 3190 RIDER TRAIL SOUTH EARTH CITY MO 63045 MARKETING/FUNDRAISING CONSULTANT 109923 1 3238890 223393 3238890 535065 535065 8618706 7974525 644181 644181 644181 24288 24288 24288 4442424 0 0 1203534 1573381 1573381 282892 282892 179307 59172 57377 62758 671776 215265 219431 237080 18462 5826 6174 6462 34395 11650 9937 12808 55265 17685 18237 19343 17566 7243 1495 8828 26600 26600 27650 27650 96021 96021 17077 1357 15720 199531 59003 8246 132282 65465 22957 21001 21507 46285 21721 7584 16980 20304 20304 PUBLIC RELATIONS 42146 23040 3567 15539 DUES / SUBSCRIPTIONS 18048 5083 7415 5550 75338 24268 27848 23222 3467509 2330543 546957 590009 2930974 3592162 14798632 1666945 867916 852702 299042 238684 50569 60358 5945352 19396998 241039 66164 24834482 25635329 390379 885953 147400 390379 1033353 X 11214551 10606169 13229552 13995807 24444103 24601976 24834482 25635329 974915 -817042 0 X 0 1 X 1 0 X 3471250 10048839 3703306 4609434 3238890 25071719 3471250 10048839 3703306 4609434 3238890 25071719 5845791 19225928 330576 360408 463345 503514 535065 2192908 12274 28965 35592 13025 24288 114144 27378771 0.70220 0.70590 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2015 AMOUNT: $ 12,274. 2016 AMOUNT: $ 28,965. 2017 AMOUNT: $ 35,592. 2018 AMOUNT: $ 13,025. 2019 AMOUNT: $ 24,288. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15886714 83700 213329 221467 15962276 13710175 1175135 1235136 233732 15886714 12700314 657236 650049 297424 13710175 6363827 5693716 656771 14000 12700314 6326995 351727 -5527 309368 6363827 0.39460 0.54030 0.06510 0 0 241994 197491 44503 57048 41193 15855 60358 3529361 -817042 -817042 4346403 96021 96021 4442424 3371488 0 3371488 96021 96021 3467509 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 4B AND PART XII, LINE 4B INVESTMENT FEES INVESTMENT FEES ARE NETTED AGAINST INTEREST AND DIVIDENDS ON THE FINANCIAL STATEMENTS. X X X X X 1 TREK ADVANCEMENT 176 N MILL STREET LEXINGTON KY 40507 FUNDRAISING CONSULTANTS 0 0 27560 -27560 27560 -27560 AL AK 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 PI BETA PHI FRATERNITY 1154 TOWN COUNTRY COMMONS DRIVE TOWN COUNTRY MO 63017 370464584 501(C)(7) 1259043 LITERACY ARKANSAS ALPHA HOUSING CORP 1852 EAST JOYCE BOULEVARD FAYETTEVILLE AR 72701 237114376 501(C)(7) 190833 EDUCATIONAL AREA GRANT BOYS & GIRLS CLUB OF BRAZOS VALLEY 9000 W WILLIAM JOEL BRYAN PARKWAY BRYAN TX 77803 746079584 501(C)(3) 54357 LITERACY BOYS AND GIRLS CLUB OF LEE COUNTY 1365 GATEWOOD DRIVE AUBURN AL 36830 581875904 501(C)(3) 7039 LITERACY KIDS NEED TO READ 2450 WEST BROADWAY ROAD SUITE 110 MESA AZ 85202 262755631 501(C)(3) 12726 LITERACY VOLUNTEERS IN PUBLIC SCHOOLS 4070 TUNICA STREET BATON ROUGE LA 70805 721002253 501(C)(3) 9696 LITERACY FREEDOM SCHOOL OKLAHOMA CITY INC PO BOX 54364 OKLAHOMA CITY OK 73154 800234194 501(C)(3) 7685 LITERACY 5 2 OTHER SCHOLARSHIPS 36 1800 ALUMNAE CONTINUING EDUCATION 5 13800 GRADUATE FELLOWSHIP SCHOLARSHIPS 11 21000 UNDERGRADUATE SCHOLARSHIPS 34 66700 ENDOWED SCHOLARSHIPS 46 67700 EMMA HARPER TURNER FUND 28 78892 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 X 0 0 0 0 0 0 0 0 0 HALLEE WINNIE EXECUTIVE DIRECTOR 132374 0 29500 0 0 0 0 0 5616 0 167490 0 0 0 X 19 223393 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. PBP HOLDINGS LLC 1154 TOWN AND COUNTRY COMMONS TOWN AND COUNTRY MO 63017 431542735 INVESTMENT TN 6983 9105 PI BETA PHI FOUNDATION