PI BETA PHI FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PI BETA PHI FOUNDATION (EIN 43-1542735)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-14
- IRS object ID
- 201733189349304663
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T13:39:23-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430765316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RubinBrown LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One North Brentwood | AddressLine1Txt |
| City | Saint Louis | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431542735 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pi Beta Phi Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PIBE | BusinessNameControlTxt |
| Phone | 6362560680 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1154 Town Country Commons Drive | AddressLine1Txt |
| City | Town Country | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Beth Sordi | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6362560680 | PhoneNum |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mary Kay Lofgren | PreparerPersonNm |
| PTIN | P01330417 | PTIN |
| Phone | 3142903300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.219.218.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-14 | IPDt |
| IP Tm | 13:10:33 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 034A342B1D24342BC1837AEE5D98E913948E5EB3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Hallee Winnie | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1154 Town Country Commons Drive | AddressLine1Txt |
| City | Town Country | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $35,954,450 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.pibetaphifoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 78 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,471,250 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,048,839 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $94,799 | PYInvestmentIncomeAmt |
| CY Investment Income | $590,976 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,274 | PYOtherRevenueAmt |
| CY Other Revenue | $28,965 | CYOtherRevenueAmt |
| PY Total Revenue | $3,578,323 | PYTotalRevenueAmt |
| CY Total Revenue | $10,668,780 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,832,321 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,208,787 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $623,771 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $780,018 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $267,259 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $126,123 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $563,554 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $574,028 | PYOtherExpensesAmt |
| CY Other Expenses | $849,378 | CYOtherExpensesAmt |
| PY Total Expenses | $4,297,379 | PYTotalExpensesAmt |
| CY Total Expenses | $3,964,306 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$719,056 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,704,474 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,922,047 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,431,425 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $156,002 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $253,195 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,766,045 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,178,230 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $296,338 | ExpenseAmt |
| Grant | $252,500 | GrantAmt |
| Desc | 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 develops the next generation of leaders to combat illiteracy, so that we can have a greater impact on our communities. - Scholarships assist women in undergraduate and graduate school programs, as well as alumnae continuing education awards. More than 120 awards totaling $252,500 were made in FY 16-17. - 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 16-17. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $526,882 | ExpenseAmt |
| Grant | $436,000 | GrantAmt |
| Desc | 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 and compassion. 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, leadership academies and convention, online learning, and the Leadership Development Consultant Program, which last year made 196 chapter visits and provided 2,920 individualized mentoring sessions. Leadership programming educates undergraduate women and develops the next generation of leaders in the fight for literacy, so that we can have a greater impact on our communities. More than 20,000 undergraduates and thousands more alumnae were touched in some way by the leadership programming offered by Pi Beta Phi in FY 16-17. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $542,146 | ExpenseAmt |
| Grant | $461,946 | GrantAmt |
| Desc | 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. Literally tens of thousands of children were assisted through Pi Phi's literacy efforts in FY16-17 through specific initiatives like Champions Are Readers, Arrow in the Arctic and the First Book partnership. 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. To date, 1,128,156 lives have been impacted. Literacy support is provided through grants. Pi Beta Phi Foundation also offers direct literacy programming grants in the form of Special Impact Grants and Local Impact Grants. Special Impact Grants are made to 501(c)(3) organizations with literacy programs via a robust application and evaluation process, under the guidance of a specific committee. 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 directly 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,226,898 | ExpenseAmt |
| Grant | $1,058,341 | GrantAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,226,898 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,058,341 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $2,592,264 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIM SHERMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6362560680 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1154 TOWN COUNTRY COMM DR | AddressLine1Txt |
| City | TOWN COUNTRY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63017 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Beth Seidelhuber Sordi | ||||||
| President | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Janice Worthington Lisko | ||||||
| VP - Finance | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Kathy Wager Ewing | ||||||
| VP - Development | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Mary Rakow Tanner | ||||||
| Secretary | 3.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Beth Torres | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Rena Rodeman Thorsen | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Kate Blatherwick Pickert | ||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |
| Paula Pace Shepherd | ||||||
| Ex-Officio/Grand President | 4.00 | Yes (X) | $0 | $0 | $0 | |
| Lisa Gamel Scott | ||||||
| Ex-Officio/FHC President | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Jennifer Windell Hazelton | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Vivian Long | ||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |
| Hallee Winnie | ||||||
| Executive Director | 40.00 | Yes (X) | $134,106 | $0 | $5,113 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $134,106 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $5,113 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IPM ADVANCEMENT | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2340 E BEARDSLEY RD | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | DIRECT MAIL | ServicesDesc |
| Compensation | $143,844 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $10,048,839 | AllOtherContributionsAmt |
| Noncash Contributions | $217,466 | NoncashContributionsAmt |
| Total Contributions | $10,048,839 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $360,408 | TotalRevenueColumnAmt |
| Exclusion | $360,408 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,516,238 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,285,670 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $230,568 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $230,568 | TotalRevenueColumnAmt |
| Exclusion | $230,568 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,965 | TotalRevenueColumnAmt |
| Exclusion | $28,965 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $28,965 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,668,780 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $619,941 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,910,672 | TotalAmt |
| Program Services | $1,910,672 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,500 | TotalAmt |
| Program Services | $285,500 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,615 | TotalAmt |
| Program Services | $12,615 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,651 | TotalAmt |
| Program Services | $41,663 | ProgramServicesAmt |
| Management And General | $116,655 | ManagementAndGeneralAmt |
| Fundraising | $8,333 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $523,215 | TotalAmt |
| Program Services | $150,026 | ProgramServicesAmt |
| Management And General | $279,827 | ManagementAndGeneralAmt |
| Fundraising | $93,362 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,471 | TotalAmt |
| Program Services | $2,894 | ProgramServicesAmt |
| Management And General | $4,856 | ManagementAndGeneralAmt |
| Fundraising | $2,721 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,628 | TotalAmt |
| Program Services | $11,662 | ProgramServicesAmt |
| Management And General | $9,919 | ManagementAndGeneralAmt |
| Fundraising | $6,047 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,053 | TotalAmt |
| Program Services | $15,139 | ProgramServicesAmt |
| Management And General | $28,804 | ManagementAndGeneralAmt |
| Fundraising | $8,110 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,136 | TotalAmt |
| Program Services | $6,052 | ProgramServicesAmt |
| Management And General | $8,245 | ManagementAndGeneralAmt |
| Fundraising | $3,839 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,117 | TotalAmt |
| Program Services | $3,295 | ProgramServicesAmt |
| Management And General | $3,255 | ManagementAndGeneralAmt |
| Fundraising | $12,567 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,405 | TotalAmt |
| Management And General | $54,405 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,123 | TotalAmt |
| Fundraising | $126,123 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,081 | TotalAmt |
| Management And General | $131,081 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,237 | TotalAmt |
| Program Services | $3,471 | ProgramServicesAmt |
| Management And General | $50,585 | ManagementAndGeneralAmt |
| Fundraising | $18,181 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,662 | TotalAmt |
| Program Services | $2,347 | ProgramServicesAmt |
| Management And General | $2,993 | ManagementAndGeneralAmt |
| Fundraising | $2,322 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,556 | TotalAmt |
| Program Services | $34,492 | ProgramServicesAmt |
| Management And General | $13,999 | ManagementAndGeneralAmt |
| Fundraising | $10,065 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,286 | TotalAmt |
| Program Services | $37,850 | ProgramServicesAmt |
| Management And General | $8,608 | ManagementAndGeneralAmt |
| Fundraising | $42,828 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,511 | TotalAmt |
| Management And General | $13,511 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRINTING AND COPYING | $125,345 | $10,373 | $24,234 | $90,738 |
| PUBLIC RELATIONS | $107,416 | $32,749 | $14,454 | $60,213 |
| POSTAGE AND DELIVERY | $35,956 | $9,208 | $6,741 | $20,007 |
| TELEPHONE | $7,012 | $1,647 | $3,718 | $1,647 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,658 | TotalAmt |
| Program Services | $20,609 | ProgramServicesAmt |
| Management And General | $32,598 | ManagementAndGeneralAmt |
| Fundraising | $56,451 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,964,306 | TotalAmt |
| Program Services | $2,592,264 | ProgramServicesAmt |
| Management And General | $808,488 | ManagementAndGeneralAmt |
| Fundraising | $563,554 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,577,589 | BOYAmt |
| EOY | $2,557,464 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $745,860 | BOYAmt |
| EOY | $495,829 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,950 | BOYAmt |
| EOY | $570,972 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $243,876 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $193,628 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,675 | BOYAmt |
| EOY | $50,248 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,461,558 | BOYAmt |
| EOY | $16,669,041 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,415 | BOYAmt |
| EOY | $87,871 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,922,047 | BOYAmt |
| EOY | $20,431,425 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,002 | BOYAmt |
| EOY | $253,195 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,002 | BOYAmt |
| EOY | $253,195 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,467,719 | BOYAmt |
| EOY | $10,712,654 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,943,605 | BOYAmt |
| EOY | $2,835,128 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,354,721 | BOYAmt |
| EOY | $6,630,448 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,766,045 | BOYAmt |
| EOY | $20,178,230 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,922,047 | BOYAmt |
| EOY | $20,431,425 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,704,474 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $707,711 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,689,782 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,352,429 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,644,743 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,471,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,048,839 | CurrentTaxYearAmt |
| Total | $22,207,043 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,689,782 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,352,429 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,644,743 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,471,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,048,839 | CurrentTaxYearAmt |
| Total | $22,207,043 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,514,250 | SubstantialContributorsTotAmt |
| Public Support Total170 | $16,692,793 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $342,660 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $359,466 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $454,269 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $330,576 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $360,408 | CurrentTaxYearAmt |
| Total | $1,847,379 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,946 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,792 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $158,353 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,274 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,965 | CurrentTaxYearAmt |
| Total | $234,330 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $24,288,752 | TotalSupportAmt |
| Public Support CY170 | 0.68730 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84370 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Miscellaneous Revenue - 2012 Amount: $ 9,946. 2013 Amount: $ 24,792. 2014 Amount: $ 6,477. 2015 Amount: $ 12,274. 2016 Amount: $ 28,965. Reimbursements - 2014 Amount: $ 151,876. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,363,827 | BeginningYearBalanceAmt |
| Contributions | $5,693,716 | ContributionsAmt |
| Investment Earnings Or Losses | $656,771 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,000 | OtherExpendituresAmt |
| End Year Balance | $12,700,314 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,326,995 | BeginningYearBalanceAmt |
| Contributions | $351,727 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,527 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $309,368 | OtherExpendituresAmt |
| End Year Balance | $6,363,827 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,440,507 | BeginningYearBalanceAmt |
| Contributions | $219,878 | ContributionsAmt |
| Investment Earnings Or Losses | -$26,280 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $307,110 | OtherExpendituresAmt |
| End Year Balance | $6,326,995 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,958,122 | BeginningYearBalanceAmt |
| Contributions | $40,551 | ContributionsAmt |
| Investment Earnings Or Losses | $678,508 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $236,674 | OtherExpendituresAmt |
| End Year Balance | $6,440,507 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,474,499 | BeginningYearBalanceAmt |
| Contributions | $433,398 | ContributionsAmt |
| Investment Earnings Or Losses | $244,313 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $194,088 | OtherExpendituresAmt |
| End Year Balance | $5,958,122 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.45910 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.51670 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02420 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $187,888 | OtherCostOrOtherBasisAmt |
| Depreciation | $165,776 | DepreciationAmt |
| Book Value | $22,112 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $55,988 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,852 | DepreciationAmt |
| Book Value | $28,136 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $50,248 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $11,245,410 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $707,711 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $707,711 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,537,699 | RevenueSubtotalAmt |
| Other Revenues Not Included | $131,081 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $131,081 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,668,780 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,833,225 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,833,225 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $131,081 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $131,081 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,964,306 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA, BUT NOT US | RegionTxt |
| Purpose Of Grant | leadership / literacy | PurposeOfGrantTxt |
| Cash Grant | $12,615 | CashGrantAmt |
| Manner Of Cash Disbursement | CHECK | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 1 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F GRANT PROCEDURES | FormAndLineReferenceDesc |
| Explanation | PROCEDURES ARE IDENTICAL TO THOSE FOR U.S. GRANTS. SEE SCHEDULE I. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| IPM ADVANCEMENT | ||||||||
| 2340 E BEARDSLEY RD SUITE 100 | PHOENIX | AZ | 85024 | DIRECT MAIL AND SOLICITATION CONSULTING | 0 | $0 | $60,000 | $0 |
| TREK ADVANCEMENT | ||||||||
| 176 N MILL STREET | LEXINGTON | KY | 40507 | FUNDRAISING CONSULTANTS | 0 | $0 | $66,123 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $126,123 | TotalRetainedByContractorsAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, 2B | FormAndLineReferenceDesc |
| Explanation | FUNRAISING FEES THE GROSS RECEIPTS FROM THE FUNDRAISERS' ACTIVITIES ARE NOT DETERMINABLE. FOUNDATION PERSONNEL CONTRIBUTE TIME AND EXPERTISE TO THESE ACTIVITIES. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Pi Beta Phi Fraternity | |||||||
| 1154 Town Country Commons Drive | Town Country | MO | 63017 | 370464584 | 501(c)(7) | $791,084 | EDUCATION & LITERACY |
| LAFAYETTE COUNTY LITERACY COUNCIL | |||||||
| POBOX 3177 | OXFORD | MS | 38655 | 640872385 | 501(c)(3) | $7,512 | LITERACY PROGRAMMING |
| TX GAMMA HOUSE CORP | |||||||
| PO BOX 6656 | LUBBOCK | TX | 79493 | 752098979 | 501(c)(7) | $66,888 | EDUCATIONAL AREA GRANT |
| MN ALPHA CHAPTER HOUSING CORP | |||||||
| 1429 E RIVER PKWY | MINNEAPOLIS | MN | 55414 | 416025126 | 501(c)(7) | $7,151 | EDUCATIONAL AREA GRANT |
| AR ALPHA HOUSING CORP | |||||||
| 1852 E JOYCE B | FAYETTEVILLE | AR | 72701 | 237114376 | 501(c)(7) | $486,264 | EDUCATIONAL AREA GRANT |
| KANSAS BETA HOUSING CORP | |||||||
| 3725 W 64TH STREET | SHAWNEE MISSION | KS | 66208 | 486117348 | 501(c)(7) | $361,067 | EDUCATIONAL AREA GRANT |
| OR ALPHA CHAPtER HOUsING CORP | |||||||
| 1831 RIVERWOOD DRIVE | EUGENE | OR | 97401 | 936023103 | 501(c)(7) | $28,031 | EDUCATIONAL AREA GRANT |
| READING CONNECTION INC | |||||||
| 122 N ELM ST STE 520 | GREENSBORO | NC | 27401 | 561726754 | 501(c)(3) | $10,000 | LITERACY |
| DEAF COMMUNITY SERVICES OF SAN DIEGO INC | |||||||
| 1545 HOTEL CIRCLE SOUTH STE 300 | SAN DIEGO | CA | 92108 | 330006089 | 501(c)(3) | $5,894 | LITERACY |
| WORDS ALIVE | |||||||
| 5111 SANTA FE STREET | SAN DIEGO | CA | 92109 | 330857381 | 501(c)(3) | $5,105 | LITERACY |
| BOYS & GIRLS CLUB OF BRAZOS VALLEY | |||||||
| 9000 W WILLIAM JOEL BRYAN PARKWAY | BRYAN | TX | 77803 | 746079584 | 501(c)(3) | $19,500 | LITERACY |
| HATTIESBURG PUBLIC SCHOOL DISTRICT FOUNDATION | |||||||
| PO BOX 1374 | HATTIESBURG | MS | 39403 | 453635849 | 501(c)(3) | $10,250 | LITERACY |
| ALL FOR ANIMALS | |||||||
| PO BOX 3534 | SANTA BARBARA | CA | 93130 | 262145432 | 501(c)(3) | $7,398 | LITERACY |
| TUCSON FESTIVAL OF BOOKS | |||||||
| 1209 E UNIVERSITY RM 104 | TUCSON | AZ | 857210019 | 262145432 | 501(c)(3) | $8,485 | LITERACY |
| THE BOOK TRUCK | |||||||
| 14525 WEDDINGTON STREET | SHERMAN OAKS | CA | 91411 | 453025073 | 501(c)(3) | $10,000 | LITERACY |
| REACH OUT AN READ | |||||||
| 89 SOUTH STREET STE 201 | BOSTON | MA | 02111 | 043481253 | 501(c)(3) | $10,000 | LITERACY |
| READING CONNECTION INC | |||||||
| 1501 LEE HWY STE 170 | ARLINGTON | VA | 22209 | 541628863 | 501(c)(3) | $7,500 | LITERACY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
| Total Other Org | 6 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| GRADUATE FELLOWSHIP SCHOLARSHIPS | 9 | $18,500 |
| OTHER SCHOLARSHIPS | 37 | $38,500 |
| ALUMNAE CONTINUING EDUCATION | 5 | $12,000 |
| UNDERGRADUATE SCHOLARSHIPS | 18 | $36,000 |
| ENDOWED SCHOLARSHIPS | 70 | $147,500 |
| Emma Harper Turner Fund | 5 | $33,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $217,466 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET QUOTES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 32b: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 Treasurer 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 2011 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. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PBP HOLDINGS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1154 TOWN AND COUNTRY COMMONS | AddressLine1Txt |
| City | TOWN AND COUNTRY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431542735 | EIN |
| Primary Activities | INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Total Income | -$311 | TotalIncomeAmt |
| End Of Year Assets | $845 | EndOfYearAssetsAmt |
| Direct Controlling NA | N/A | DirectControllingNACd |
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