2015-05-22T11:12:16-05:00 2013-06-30 430765316 RUBINBROWN LLP ONE NORTH BRENTWOOD SAINT LOUIS MO 63105 990 2012-07-01 431542735 PI BETA PHI FOUNDATION PIBE 6362560680 1154 TOWN COUNTRY COMMONS DRIVE TOWN COUNTRY MO 63017 BETH SORDI 6362560680 2015-05-18 1 JUDITH E MURPHY P00325547 3142903300 2012 2016-02-25 16:41:14Z X BETH SORDI 1154 TOWN COUNTRY COMMONS DRIVE TOWN COUNTRY MO 63017 5683323 0 X WWW.PIBETAPHIFOUNDATION.ORG X 1990 MO PI BETA PHI FOUNDATION ENABLES THE FRATERNITY TO REALIZE ITS VISION AND ENSURES THE FUTURE OF OUR SISTERHOOD. 9 9 8 49 0 0 2808722 2689782 0 0 243727 554747 8129 9946 3060578 3254475 1024376 1149898 0 0 372526 433424 133226 181370 360381 414353 681385 1944481 2446077 1116097 808398 10885363 12109461 19569 102166 10865794 12007295 X 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 427137 316016 0 SCHOLARSHIPSSEE SCHEDULE OSCHOLARSHIPSPI BETA PHI FOUNDATION SCHOLARSHIPS ASSIST PI BETA PHI WOMEN IN UNDERGRADUATE AND GRADUATE SCHOOL PROGRAMS, AS WELL AS ALUMNAE PURSUING CONTINUING EDUCATION. CRITERIA FOR SCHOLARSHIP AWARD INCLUDES GPA, SCHOOL AND COMMUNITY SERVICE, PI BETA PHI LEADERSHIP AND FINANCIAL NEED. THE FINANCIAL NEED CRITERIA COMPRISES 50% OF AN APPLICANT'S SCORE IN OUR EVALUATION PROCESS. PI BETA PHI FOUNDATION HAS A ROBUST APPLICATION AND EVALUATION PROCESS; APPLICATION EVALUATIONS ARE SCORED BY TEAMS OF SCHOLARSHIP COMMITTEE MEMBERS FROM ALL ACROSS THE US AND CANADA. APPROXIMATELY ONE OF EVERY THREE APPLICANTS RECEIVED AN AWARD LAST YEAR. MORE THAN 100 AWARDS TOTALING $316,016 WERE MADE IN FY 12-13. 433474 320705 0 LEADERSHIPSEE SCHEDULE OLEADERSHIPLEADERSHIP 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 195 CHAPTER VISITS AND PROVIDED 2,000 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 12-13. 438842 324676 0 EDUCATION AND HERITAGESEE SCHEDULE OEDUCATION AND HERITAGEOTHER PROGRAMS AND GRANT AREAS OF FOCUS FOR PI BETA PHI FOUNDATION INCLUDE SUPPORT FOR QUALIFIED EDUCATIONAL AREAS OF CHAPTER HOUSING 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. 254784 188501 0 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 BETA PHI'S LITERACY EFFORTS IN FY 12-13 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 NEW CAMPAIGN TO IMPACT ONE MILLION LIVES THROUGH READ > LEAD > ACHIEVE BY ITS 150TH ANNNIVERSARY IN 2017. LITERACY SUPPORT IS PROVIDED PRIMARILY THROUGH GRANTS. PI BETA PHI FOUNDATION OFFERS DIRECTLY THE EMMA HARPER TURNER AWARD 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. AWARDS 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. 254784 188501 1554237 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 5 0 1 8 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X ROSEMARY KLOCKENKEMPER-BARCZEWSKI 6362560680 1154 TOWN COUNTRY COMM DR TOWN COUNTRY MO 63017 KATHY NEVILL 12.00 X X 0 0 0 JAN CLIFFORD 3.00 X X 0 0 0 KAREN PRICE 5.00 X X 0 0 0 KAREN THORN 2.50 X X 0 0 0 MARY TANNER 1.50 X 0 0 0 MARY TATUM 1.00 X 0 0 0 LYN CLARK 1.00 X 0 0 0 BETH SORDI 1.50 X 0 0 0 BETH TORRES 1.00 X 0 0 0 TERESA CHADWICK 40.00 X 98062 0 14307 98062 0 14307 0 0 0 0 GABRIEL GROUP 3190 RIDER TRAIL SOUTH EARTH CITY MO 63045 DIRECT MAIL VENDOR 128811 1 2689782 53279 2689782 342660 342660 2640935 2428848 212087 212087 212087 OTHER INCOME 900099 9946 9946 9946 3254475 0 0 564693 774122 774122 375776 375776 105742 12689 59216 33837 259021 87978 149716 21327 13919 3129 7771 3019 28436 8030 17404 3002 26306 7366 14994 3946 13681 760 1871 11050 15520 15520 181370 181370 80457 80457 229730 162991 53712 13027 8920 3395 4127 1398 41463 24104 12096 5263 114597 47158 43043 24396 6154 6154 PRINTING AND COPYING 46260 19979 14041 12240 PUBLIC RELATIONS 25476 5015 1628 18833 POSTAGE AND DELIVERY 22730 9024 7107 6599 TELEPHONE 6417 2455 2663 1299 69980 10266 39939 19775 2446077 1554237 531459 360381 2176826 1959132 65933 42487 550 12095 178630 158356 18503 20274 8581954 10033903 41597 41570 10885363 12109461 19569 102166 19569 102166 X 4754990 5186974 1401485 1581895 4709319 5238426 10865794 12007295 10885363 12109461 808398 333103 0 X 0 1 X 1 0 X 1727415 1668090 1570940 2808722 2689782 10464949 1727415 1668090 1570940 2808722 2689782 10464949 872349 9592600 246967 236958 274914 289545 342660 1391044 3576 8129 9946 21651 11877644 0.80760 0.79550 X SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SCHEDULE A, PART II - OTHER INCOME DESCRIPTION 2008 2009 2010 2011 2012 TOTAL OTHER INCOME 0 0 3,576 8,129 9,946 21,651 _____ _____ _____ _____ _____ ______ TOTALS 3,576 8,129 9,946 21,651 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5474499 433399 244313 194089 5958122 5263828 232893 217702 239924 5474499 4463599 335983 645416 181170 5263828 3873763 275440 423057 108661 4463599 3598774 945915 -326874 344052 3873763 0.01540 0.87710 0.10750 0 0 152772 143891 8881 25858 14465 11393 20274 3507121 333103 333103 3174018 80457 80457 3254475 2365620 0 2365620 80457 80457 2446077 USE OF ENDOWMENT FUNDS FORM 990, SCHEDULE D, PART V, LINE 4 THE FOUNDATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 100 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. FIN 48 SCHEDULE D, PART X THE FINANCIAL STATEMENTS DO NOT HAVE A FOOTNOTE DISCLOSING UNCERTAIN TAX POSITIONS. INVESTMENT FEES SCHEDULE D, PART XI, LINE 4B AND PART XII, LINE 4B INVESTMENT FEES THAT WERE NETTED AGAINST INTEREST AND DIVIDENDS ON THE FINANCIAL STATEMENTS. X X X X X 1 GABRIEL GROUP 3190 RIDER TRAIL SOUTH EARTH CITY MO 63045 DIRECT MAIL 0 0 131109 0 RUFFALO CODY 65 KIRKWOOD NORTH ROAD SW CEDAR RAPIDS IA 52404 DIRECT MAIL 0 0 56142 0 501 CREATIVE 6677 DELMAR BLVD 300 ST LOUIS MO 63130 HALO HEAVEN WEBSITE / MISC. 0 0 17549 0 204800 MO FUNDRAISING FEES SCHEDULE G, PART I, 2B THE GROSS RECEIPTS FROM THE FUNDRAISERS' ACTIVITIES ARE NOT DETERMINABLE. FOUNDATION PERSONNEL CONTRIBUTE TIME AND EXPERTISE TO THESE ACTIVITIES. 1 FIRST BOOK 1319 F STREET NW SUITE 1000 WASHINGTON DC 20004 521779606 501(C)(3) 55936 LITERACY PROGRAMMING PI BETA PHI HOUSE CORPORATION MINNESOTA 1429 EAST RIVER PARKWAY MINNEAPOLIS MN 55414 416025126 501(C)(7) 93915 EDUCA'L AREA GRANT MISSOURI ALPHA CHAPTER OF PI BETA PHI HOUSE CORPORATION 32575 LASER DR MARCELINE MO 64658 431601713 501(C)(7) 61535 EDUCA'L AREA GRANT TRUSTEES OF OKLAHOMA ALPHA CHAPTER OF PI BETA PHI FRATERNITY INC 4612 SHERBURNE ROAD NORMAN OK 73072 730589378 501(C)(7) 6550 EDUCA'L AREA GRANT PI BETA PHI ELEMENTARY SCHOOL 125 CHEROKEE ORCHARD RD GATLINBURG TN 33738 626000831 SEVIER COUNTY SCHOOL 10000 LITERACY PROGRAMMING PI BETA PHI FRATERNITY 1154 TOWN COUNTRY COMMONS DRIVE TOWN COUNTRY MO 63017 370464584 501(C)(7) 546186 LEADERSHIP/HERITAGE 2 4 EMMA HARPER TURNER FUND 21 59760 UNDERGRADUATE SCHOLARSHIPS 43 75000 ENDOWED SCHOLARSHIPS 51 149000 ALUMNAE CONTINUING EDUCATION 10 19500 GRADUATE FELLOWSHIP SCHOLARSHIPS 15 36000 OTHER SCHOLARSHIPS 32 24810 OTHER GRANTS 9 11706 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 HAPRER 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 FOR ALL SCHOLARSHIPS 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 5 53279 MARKET QUOTES 0 1 1 THIRD PARTY USE: 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. 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. EXPLANATION FOR AMENDED FORM 990 A PRIOR PERIOD ADJUSTMENT OF WAS IDENTIFIED DURING THE AUDIT OF THE FOUNDATION'S JUNE 30, 2014 FINANCIAL STATEMENTS WHICH RESULTED IN A RESTATEMENT OF THE CLASSIFICATION OF JUNE 30, 2013 NET ASSETS. PART X HAS BEEN AMENDED TO SHOW THE RESTATED NET ASSET CLASSES. UNRESTRICTED NET ASSETS INCREASED $141,204, TEMPORARILY RESTRICTED NET ASSETS DECREASED $183,676 AND PERMANENTLY RESTRICTED NET ASSETS INCREASED $42,472. TOTAL NET ASSETS WERE NOT CHANGED. THIS PRIOR PERIOD ADJUSTMENT ALSO AFFECTED SCHEDULE D, PART V, ENDOWMENT FUNDS, WHICH HAS BEEN AMENDED WITH THE ENDOWMENT FUNDS AS OF JUNE 30, 2013 AND CHANGES IN ENDOWMENT FUNDS FOR THE YEAR ENDING JUNE 30, 2013. PBP HOLDINGS LLC 1154 TOWN AND COUNTRY COMMONS TOWN AND COUNTRY MO 63017 431542735 INVESTMENT TN -680 -3257 N/A