2015-04-14T18:37:02-05:00 2014-06-30 430642511 STONE CARLIE AND COMPANY LLC 101 S HANLEY ROAD SUITE 800 ST LOUIS MO 63105 990 2013-07-01 370464584 PI BETA PHI FRATERNITY PIBE 6362560680 1154 TOWN COUNTRY COMMONS DRIVE TOWN COUNTRY MO 63017 RAE MAIER GRAND VP FINANCE 6362560680 2014-12-05 1 MARY JANE PIERONI CPA P00538772 3148891100 2013 2016-02-25 16:41:14Z JULI WILLEMAN 1154 TOWN COUNTRY COMMONS DRIVE TOWN COUNTRY MO 63017 20126341 0 0544 X WWW.PIBETAPHI.ORG X 1935 IL TO MUTUALLY ENCOURAGE AND ASSIST MEMBERS IN SOCIAL, MENTAL, AND MORAL ADVANCEMENT. 7 7 51 0 47184 30499 542901 481838 6115194 5595401 393489 11973429 390476 559709 7442060 18610377 324038 184792 0 0 2157168 2148760 0 0 0 4257830 3246920 6739036 5580472 703024 13029905 24999440 38550085 3418243 2794775 21581197 35755310 X TO MUTUALLY ENCOURAGE AND ASSIST MEMBERS IN SOCIAL, MENTAL, AND MORAL ADVANCEMENT. 0 0 CHAPTER PROGRAMMING & LEADERSHIP TRAINING - EXPENSES OF PROVIDING APPROXIMATELY 136 LOCAL CHAPTERS WITH STATIONERY, POSTAGE, RENT, SALARIES AND BENEFITS, TRAVEL, DATA PROCESSING, AND FUNDING VARIOUS OTHER COSTS INCURRED BY THE LOCAL CHAPTERS IN PROVIDING GOODS, FACILITIES, OR SERVICES TO MEMBERS IN FURTHERANCE OF THE EXEMPT FUNCTION OF PI BETA PHI FRATERNITY. THE ARROW PUBLICATION AND GENERAL MARKETING EFFORTS - EXPENSES RELATED TO THE PUBLICATION OF A NATIONAL PERIODICAL DEVOTED TO INFORMING ITS PI BETA PHI READERSHIP OF ISSUES AND DEVELOPMENTS CONCERNING THE ORGANIZATION, PROVIDING A FORUM FOR THE RECOGNITION OF MEMBER ACCOMPLISHMENTS AND PUBLISHING OTHER EDUCATIONAL AND LEADERSHIP INFORMATION. ADDITIONAL COLLATERAL MARKETING PIECES INCLUDE PRINT AND ELECTRONIC PIECES TO FURTHER EXTENSION INITIATIVES, RECRUITMENT EFFORTS AND PROGRAM PROMOTIONS. CERTAIN SPECIFIED EDUCATIONAL PROGRAMS - EXPENSES INCURRED RELATED TO CERTAIN ACTIVITES INTENDED TO INCREASE AWARENESS OF THOSE RESOURCES PRESENTLY AVAILABLE TO ASSIST STUDENTS IN IMPROVING VARIOUS EDUCATIONAL AND LEADERSHIP SKILLS. CONVENTION - EXPENSES RELATED TO THE PREPARATION/PRESENTATION OF A NATIONAL PI BETA PHI CONVENTION ADDRESSING A NUMBER OF EDUCATIONAL, LEADERSHIP, AND SOCIETAL ISSUES OF INTEREST TO THE MEMBERS OF PI BETA PHI. 0 1 0 0 0 0 0 0 1 1 0 1 0 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 60 0 1 51 1 1 1 1 CA 0 0 1 1 686280 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 SUSAN MERTZ 6362560680 1154 TOWN COUNTRY COMMONS DRIVE TOWN COUNTRY MO 63017 PAULA PACE SHEPHERD GRAND PRESIDENT 40.00 X X 3000 0 0 RAE WOHLHUETER MAIER GRAND VP FINANCE 30.00 10.00 X X 2400 0 0 DIANE BIELMAN GRAND VP ALUMNAE 25.00 X X 2400 0 0 CINDY RICE SVEC GRAND VP MEMBERSHIP 35.00 X X 2400 0 0 CARA SUTCLIFFE GRAND VP COLLEGIANS 35.00 X X 2400 0 0 MARLA NEELY WULF GRAND VP PROGRAMMING 35.00 X X 1400 0 0 JULIA CARNEY GRAND VP COMMUNICATIONS 20.00 X X 2400 0 0 JULI HOLMES WILLEMAN EXECUTIVE DIRECTOR 40.00 X 114641 0 12008 SUSAN MERTZ CONTROLLER 32.00 X 78515 0 4145 TIM STEELE CREATIVE DIRECTOR 40.00 X 105340 0 4813 314896 0 20966 2 0 0 0 STONE CARLIE & COMPANY LLC 101 SOUTH HANLEY RD 8TH FL ST LOUIS MO 63105 425164 ATB TECHNOLOGIES LLC 999 EXECUTIVE PARKWAY DR 102 ST LOUIS MO 63141 171456 2 481838 481838 MEMBER REVENUE 813410 5595401 5595401 5595401 413536 413536 317093 317093 207216 11784 195432 195432 195432 927001 12093276 882574 577810 44427 11515466 11559893 11559893 83879 43796 40083 40083 REIMBURSEMENT 900099 7101 7101 7101 18610377 5595401 47184 12485954 184792 232420 1579797 41922 160007 134614 20720 46174 372167 24255 772885 183928 132497 742602 219068 331492 MEMORABILIA & SUPPLIES 245492 DUES & SUBSCRIPTIONS 60562 HONORARIUMS 47270 UBI TAX 9506 38302 5580472 391914 6811783 7570522 6451189 100297 63965 152682 157843 10691 6186486 2676201 3700188 3510285 11474585 18626944 2000 2000 1529092 2857809 78160 57576 24999440 38550085 815422 202751 5052 102040 2597769 2489984 3418243 2794775 X 21527287 35701406 51910 51904 2000 2000 21581197 35755310 24999440 38550085 13029905 1144207 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2807 79 2886 2642 165 2807 2630 12 2642 2424 206 2630 2000 424 2424 0.69300 0.30700 0 0 921138 921138 3282448 971956 2310492 1982900 1704245 278655 3510285 CHAPTER HOUSE LOANS 2857809 C 2857809 FUNDS HELD - CLOSED CHAPTERS 2489984 2489984 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. NORTH AMERICA 4 0 PROGRAM SERVICES CHAPTER PROGRAMMING & LEADERSHIP TRAINING 4178 4 0 0 0 4 0 4178 0 4178 0 0 0 0 0 0 1 PI BETA PHI FRATERNITY HOUSING CORPORATION 1154 TOWN COUNTRY COMMONS DR TOWN COUNTRY MO 63017 262511045 501(C)(7) 175748 ALLOCATION OF DUES TO AFFILIATE FOR FINANCIAL ASSISTANCE WITH CHAPTER HOUSING. 1 PART I, LINE 2: THE FRATERNITY PROVIDES ASSISTANCE TO SERVE THE NEEDS OF ITS MEMBERS. DURING THE CURRENT TAX YEAR, THE FRATERNITY PROVIDED FUNDS TO ITS FRATERNITY HOUSING CORPORATION, AN ORGANIZATION ESTABLISHED TO PROVIDE FINANCIAL, MANAGERIAL, AND OTHER ASSISTANCE FOR HOUSING, LODGES AND OTHER FACILITIES UTILIZED BY OR FOR COLLEGIATE MEMBERS OF THE FRATERNITY IN CONNECTION WITH THEIR COLLEGIATE EDUCATIONAL ENDEAVORS. 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 11 THE RETURN WAS REVIEWED IN DETAIL BY JULI WILLEMAN, EXECUTIVE DIRECTOR, SUSAN MERTZ, CONTROLLER, AND RAE MAIER, 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 THE GRAND PRESIDENT AND GRAND VICE PRESIDENT OF FINANCE COORDINATE AND DELIVER THE PERFORMANCE REVIEW TO THE EXECUTIVE DIRECTOR. THE GRAND COUNCIL AS A WHOLE VOTES ON THE COMPENSATION FOR THE EXECUTIVE DIRECTOR. ALL OTHER EMPLOYEE COMPENSATION IS DETERMINED BY THE EXECUTIVE 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. THE AUDIT COMMITTEE ALSO PRESENTED THE FINANCIAL STATEMENTS TO THE GRAND COUNCIL AND PRESENTED A MOTION TO APPROVE THE FINANCIAL STATEMENTS. FORM 990, PART VIII: PI BETA PHI FRATERNITY SETS ASIDE QUALIFYING INCOME PURSUANT TO IRC SECTION 512(A)(3)(B)(I). PI BETA PHI FRATERNITY HOUSING CORPORATION 1154 TOWN COUNTRY COMMONS DRIVE TOWN COUNTRY MO 63017 262511045 SEE SCHEDULE O OK 501(C)(7) PI BETA PHI FRATERNITY 1 1 1 1 1 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0 PI BETA PHI FOUNDATION C 481838 PI BETA PHI FRATERNITY HOUSING CORPORATION D 1402969 PI BETA PHI FRATERNITY HOUSING CORPORATION J 8856 PI BETA PHI FRATERNITY HOUSING CORPORATION L 175748 SCHEDULE R, PART II, COLUMN B THE CORPORATION IS A SOCIAL CLUB SUPPORTED BY FUNDS PAID BY ITS MEMBERS AND OPERATED EXCLUSIVELY FOR PLEASURE, RECREATION AND OTHER NON-PROFITABLE PURPOSES AND ACTIVITIES IN CONNECTION WITH PI BETA PHI FRATERNITY WHOSE MISSION IS TO PROMOTE FRIENDSHIP, DEVELOP WOMEN OF INTELLECT AND INTEGRITY, CULTIVATE LEADERSHIP POTENTIAL AND ENRICH LIVES THROUGH COMMUNITY SERVICE. PI BETA PHI FRATERNITY HOUSING CORPORATION SERVES BOTH THE CURRENT AND ALUMNAE MEMBERSHIP OF PI BETA PHI WITH A FOCUS ON HOUSING, LODGES AND OTHER FACILITIES UTILIZED BY OR FOR COLLEGIATE MEMBERS OF PI BETA PHI FRATERNITY IN CONNECTION WITH THEIR COLLEGIATE EDUCATIONAL ENDEAVORS.