2016-12-21T10:39:34-06:00 2016-06-30 430765316 RubinBrown LLP One North Brentwood Saint Louis MO 63105 990 2015-07-01 431542735 Pi Beta Phi Foundation PIBE 6362560680 1154 Town Country Commons Drive Town Country MO 63017 Beth Sordi PRESIDENT 6362560680 2016-12-21 1 Mary Kay Lofgren P01330417 3142903300 2015 2017-02-10 21:41:12Z Hallee Winnie 1154 Town Country Commons Drive Town Country MO 63017 8659661 0 X www.pibetaphifoundation.org X 1990 MO SEE SCHEDULE O.PI BETA PHI FOUNDATION ENABLES THE FRATERNITY TO REALIZE ITS MISSION AND ENSURES THE FUTURE OF OUR SISTERHOOD. THROUGH FUNDING FOR LEADERSHIP PROGRAMS, EDUCATIONAL SCHOLARSHIPS, AND SELECT PHILANTHROPIC SUPPORT, THE FOUNDATION IMPROVES THE FRATERNITY, ITS MEMBERS AND THE COMMUNITIES IN WHICH THEY LIVE ACROSS THE UNITED STATES AND CANADA. 11 11 11 78 0 0 3644743 3471250 0 0 898475 94799 158353 12274 4701571 3578323 1420230 2832321 0 0 517403 623771 255102 267259 501256 953400 574028 3146135 4297379 1555436 -719056 13717626 12922047 109396 156002 13608230 12766045 X See Schedule O.Pi Beta Phi Foundation enables the Fraternity to realize its mission and ensures the future of our sisterhood. Through funding for leadership programs, educational scholarships, and select philanthropic support, the Foundation improves the Fraternity, its members and the communities in which they live across the United States and Canada. 0 0 391278 351700 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 135 awards totaling $351,700 were made in FY 15-16. - 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 15-16. 472377 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 143 chapter visits and provided 1,430 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 14,000 undergraduates and thousands more alumnae were touched in some way by the leadership programming offered by Pi Beta Phi in FY 15-16. 500431 449812 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 FY15-16 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. 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. 1786966 2030809 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. 1786966 2030809 3151052 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 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 14 0 1 11 1 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 Beth Seidelhuber Sordi President 8.00 X X 0 0 0 Janice Worthington Lisko VP - Finance 6.00 X X 0 0 0 Jan Kincaid Clifford VP - Development 5.00 X X 0 0 0 Mary Rakow Tanner Secretary 3.50 X X 0 0 0 Beth Torres Trustee 2.00 X 0 0 0 Rena Rodeman Thorsen Trustee 2.00 X 0 0 0 Kate Blatherwick Pickert Trustee 1.50 X 0 0 0 Paula Pace Shepherd Ex-Officio/Grand President 4.00 X 0 0 0 Lisa Gamel Scott Ex-Officio/FHC President 1.50 X 0 0 0 Kathy Wager Ewing Trustee 5.00 X 0 0 0 Vivian Long Trustee 2.50 X 0 0 0 Hallee Winnie Executive Director STARTED 6/16/15 40.00 X 68479 0 3713 68479 0 3713 0 0 0 0 0 3471250 277597 3471250 330576 330576 4845561 5081338 -235777 -235777 -235777 12274 12274 12274 3578323 0 0 107073 2424942 2424942 407379 407379 120994 72596 38718 9680 417181 79192 266438 71551 9485 812 6847 1826 34546 11064 17548 5934 41565 14186 20716 6663 13030 4232 3008 5790 23749 1563 14787 7399 118478 118478 267259 267259 99923 99923 11466 6611 755 4100 4501 1186 1574 1741 51076 30095 12528 8453 64679 24444 8096 32139 9013 9013 PRINTING AND COPYING 32743 22072 773 9898 POSTAGE AND DELIVERY 30041 20152 1061 8828 PUBLIC RELATIONS 27823 12086 1704 14033 TELEPHONE 5979 1218 2468 2293 81527 17222 20636 43669 4297379 3151052 645071 501256 1304718 1577589 1401763 745860 35000 17950 239792 180117 24312 59675 10810383 10461558 141450 59415 13717626 12922047 109396 156002 109396 156002 X 5131883 4467719 2536047 1943605 5940300 6354721 13608230 12766045 13717626 12922047 -719056 -123129 0 X 0 1 X 1 0 X 2808722 2689782 2352429 3644743 3471250 14966926 2808722 2689782 2352429 3644743 3471250 14966926 660861 14306065 289545 342660 359466 454269 330576 1776516 8129 9946 24792 158353 12274 213494 16956936 0.84370 0.82490 X Schedule A, Part II, Line 10, Explanation of Other Income: Miscellaneous Revenue - 2011 Amount: $ 8,129. 2012 Amount: $ 9,946. 2013 Amount: $ 24,792. 2014 Amount: $ 6,477. 2015 Amount: $ 12,274. Reimbursements - 2011 Amount: $ 0. 2012 Amount: $ 0. 2013 Amount: $ 0. 2014 Amount: $ 151,876. 2015 Amount: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6326995 351727 -5527 309368 6363827 6440507 219878 -26280 307110 6326995 5958122 40551 678508 236674 6440507 5474499 433398 244313 194088 5958122 5263828 232893 217702 239924 5474499 0.00080 0.99860 0.00060 0 0 183804 157272 26532 55988 22845 33143 59675 3355271 -123129 -123129 3478400 99923 99923 3578323 4197456 0 4197456 99923 99923 4297379 Form 990, Schedule D, Part V, Line 4 USE OF ENDOWMENT FUNDS THE FOUNDATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 89 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 IPM ADVANCEMENT 2340 E BEARDSLEY RD SUITE 100 PHOENIX AZ 85024 DIRECT MAIL AND SOLICITATION CONSULTING 0 0 171345 0 TREK ADVANCEMENT 176 N MILL STREET LEXINGTON KY 40507 FUNDRAISING CONSULTANTS 0 0 95914 0 267259 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 SCHEDULE G, PART I, 2B FUNRAISING FEES THE GROSS RECEIPTS FROM THE FUNDRAISERS' ACTIVITIES ARE NOT DETERMINABLE. FOUNDATION PERSONNEL CONTRIBUTE TIME AND EXPERTISE TO THESE ACTIVITIES. 1 FRIENDS OF THE READ - SAN DIEGO LITERACY PROGRAMS 330 PARK BOULEVARD SAN DIEGO CA 92101 330959608 501(c)(3) 7660 LITERACY PROGRAMMING Pi Beta Phi Fraternity 1154 Town Country Commons Drive Town Country MO 63017 370464584 501(c)(7) 739579 EDUCATION & LITERACY UNITED WAY OF WEST ALABAMA 2720 6TH STREET TUSCALOOSA AL 35401 630321464 501(c)(3) 6000 LITERACY PROGRAMMING LAFAYETTE COUNTY LITERACY COUNCIL POBOX 3177 OXFORD MS 38655 640872385 501(c)(3) 6326 LITERACY PROGRAMMING TX GAMMA HOUSE CORP PO BOX 6656 LUBBOCK TX 79493 752098979 501(c)(7) 15884 EDUCATIONAL AREA GRANT IN DELTA CHAPTER CORP 4600 SUNSET BLVD INDIANAPOLIS IN 46208 356036502 501(c)(7) 30224 EDUCATIONAL AREA GRANT MISSOURI ALPHA CHAPTER HOUSING CORP 4115 2 54TH STREET SHAWNEE MISSION KS 66205 431601713 501(c)(7) 64325 EDUCATIONAL AREA GRANT MN ALPHA CHAPTER HOUSING CORP 2221 UNIVERSITY AVE SE ROOM 111 MINNEAPOLIS MN 55414 416025126 501(c)(7) 7373 EDUCATIONAL AREA GRANT AR ALPHA HOUSING CORP 1852 E JOYCE B FAYETTEVILLE AR 72701 237114376 501(c)(7) 1110374 EDUCATIONAL AREA GRANT KANSAS BETA HOUSING CORP 3725 W 64TH STREET SHAWNEE MISSION KS 66208 486117348 501(c)(7) 9813 EDUCATIONAL AREA GRANT OR ALPHA CHAPtER HOUsING CORP 1831 RIVERWOOD DRIVE EUGENE OR 97401 936023103 501(c)(7) 175853 EDUCATIONAL AREA GRANT MI BETA CHAPTER HOUSING CORP PO BOX 1935 ANN ARBOR MI 48106 386065881 501(c)(7) 18501 EDUCATIONAL AREA GRANT STILLWATER PUBLIC EDUCATION FOUNDATION PO BOX 286 STILLWATER OK 74076 731267401 501(c)(3) 5190 LITERACY PROGRAMMING BOYS & GIRLS CLUB OF COLUMBIA AREA 1200 N 7TH STREET COLUMBIA MO 65201 431762116 501(c)(3) 6150 LITERACY PROGRAMMING COLLEGE STATION INDEPENDENT SCHOOL DISTRICT 1812 Welsh College Station TX 77840 742627581 501(c)(3) 24000 LITERACY PROGRAMMING KIDS NEED TO READ 2450 WEST BROADWAY RD SUITE 100 MESA AZ 85202 262755631 501(c)(3) 10000 LITERACY GLEN ELLYN COMMUNITY RESOURCE CTR 346 TAFT AVE SUITE 206 GLEN ELLYN IL 60137 200628057 501(c)(3) 10000 LITERACY SOUTH BAY LITERACY COUNCIL 18436 HAWTHORNE BLVD STE 110 TORRANCE CA 90504 954041955 501(c)(3) 10000 LITERACY READING CONNECTION INC 122 N ELM ST STE 520 GREENSBORO NC 27401 561726754 501(c)(3) 10000 LITERACY LITERACY COUNCIL OF TYLER INC PO BOX 6662 TYLER TX 75711 752359704 501(c)(3) 10000 LITERACY KANSAS ALPHA CHAPTER OF PI BETA PHI 1612 W 15TH STREET LAWRENCE KS 66044 480374580 501(c)(7) 5413 Literacy ARROWMONT SCHOOL OF ARTS AND CRAFTS 556 PARKWAY GATLINBURG TN 37738 582007394 501(c)(3) 71640 LITERACY 12 10 GRADUATE FELLOWSHIP SCHOLARSHIPS 13 31200 OTHER SCHOLARSHIPS 25 48000 ALUMNAE CONTINUING EDUCATION 35 16000 UNDERGRADUATE SCHOLARSHIPS 41 67000 ENDOWED SCHOLARSHIPS 59 189500 Emma Harper Turner Fund 19 55679 0 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. 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 1 277597 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 11 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. PBP HOLDINGS LLC 1154 TOWN AND COUNTRY COMMONS TOWN AND COUNTRY MO 63017 431542735 INVESTMENT TN 6776 1156 N/A