2015-05-15T11:17:34-05:00 2014-06-30 430765316 RUBINBROWN LLP ONE NORTH BRENTWOOD SAINT LOUIS MO 63105 990 2013-07-01 431542735 PI BETA PHI FOUNDATION PIBE 6362560680 1154 TOWN COUNTRY COMMONS DRIVE TOWN COUNTRY MO 63017 BETH SORDI PRESIDENT 6362560680 2015-05-15 1 JUDITH E MURPHY P00325547 3142903300 2013 2016-02-25 16:41:14Z BETH SORDI 1154 TOWN COUNTRY COMMONS DRIVE TOWN COUNTRY MO 63017 8363441 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. 11 11 8 59 0 0 2689782 2352429 0 0 554747 1158476 9946 24792 3254475 3535697 1149898 1965745 0 0 433424 504806 181370 135451 352667 681385 552818 2446077 3158820 808398 376877 12109461 12945181 102166 156685 12007295 12788496 X 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 PROGRAMS, THE FOUNDATION SEEKS TO EMPOWER WOMEN AND CHANGE LIVES; TO ENRICH LIVES THROUGH CHARITABLE GIFTS IS OUR CORE PURPOSE. 0 0 373462 322975 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 AWARDS 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 144 AWARDS TOTALING $322,975 WERE MADE IN FY13-14. 437310 378192 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 BETA 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 FY13-14. 475026 410809 PHILANTHROPYSEE SCHEDULE OPHILANTHROPYPI 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 BETA 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 FY13-14 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 BETA 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. 987227 853769 OTHER PROGRAMS AND GRANT AREAS OF FOCUS FOR PI BETA PHI FOUNDATION INCLUDE SUPPORT FOR QUALIFIED EDUCATIONAL 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. 987227 853769 2273025 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 10 0 1 8 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 NH NJ NY NM NC ND OH OK OR PA RI SC TN UT VA WV WI X ROSEMARY KLOCKENKEMPER-BARCZEWSKI 6362560680 1154 TOWN COUNTRY COMM DR TOWN COUNTRY MO 63017 KAREN PRICE PRESIDENT 15.00 X X 0 0 0 BETH SORDI VP - FINANCE/PRESIDENT ELECT 5.00 X X 0 0 0 JAN CLIFFORD VP - DEVELOPMENT 3.00 X X 0 0 0 MARY TANNER SECRETARY 3.00 X X 0 0 0 KAREN THORN TRUSTEE 2.00 X 0 0 0 BETH TORRES TRUSTEE 2.00 X 0 0 0 RENA THORSEN TRUSTEE 2.00 X 0 0 0 VIVIAN LONG TRUSTEE 2.50 X 0 0 0 KATHY NEVILL EX-OFFICIO/PAST PRESIDENT 4.00 X 0 0 0 PAULA SHEPHERD EX-OFFICIO/GRAND PRESIDENT 1.50 X 0 0 0 LISA SCOTT EX-OFFICIO/FHC PRESIDENT 2.00 X 0 0 0 TERESA CHADWICK EXECUTIVE DIRECTOR 40.00 X 104976 0 15024 104976 0 15024 1 0 0 0 GABRIEL GROUP 3190 RIDER TRAIL SOUTH EARTH CITY MO 63045 DIRECT MAIL VENDOR 112364 1 2352429 12857 2352429 359466 359466 5626754 4827744 799010 799010 799010 24792 24792 24792 3535697 0 0 1183268 1573393 1573393 381252 381252 11100 11100 124178 14901 69540 39737 314573 110111 166141 38321 10830 1456 6450 2924 26151 9976 13826 2349 29074 9028 14660 5386 9016 1153 1566 6297 18399 18399 135451 135451 112935 112935 31934 21232 7814 2888 11939 2094 3492 6353 44473 26195 10974 7304 92815 44797 25624 22394 6389 6389 POSTAGE AND DELIVERY 40264 14818 4555 20891 PRINTING AND COPYING 36288 17552 9939 8797 PUBLIC RELATIONS 12850 6586 527 5737 TELEPHONE 7734 2398 3393 1943 127782 24983 56904 45895 3158820 2273025 533128 352667 456006 1959132 1667509 42487 23885 12095 5117 183928 164745 20274 19183 10033903 10661041 41570 112440 12109461 12945181 102166 156685 102166 156685 X 5186974 5617965 1581895 1586246 5238426 5584285 12007295 12788496 12109461 12945181 376877 404324 0 X 0 1 X 1 0 X 1668090 1570940 2808722 2689782 2352429 11089963 1668090 1570940 2808722 2689782 2352429 11089963 841851 10248112 236958 274914 289545 342660 359466 1503543 3576 8129 9946 24792 46443 12639949 0.81080 0.80760 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2010 AMOUNT: $ 3,576. 2011 AMOUNT: $ 8,129. 2012 AMOUNT: $ 9,946. 2013 AMOUNT: $ 24,792. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5958122 40551 678507 236673 6440507 5474499 433399 244313 194089 5958122 5263828 232893 217702 239924 5474499 4463599 335983 645416 181170 5263828 3873763 275440 423057 108661 4463599 0.01280 0.86550 0.12170 0 0 154214 148030 6184 29714 16715 12999 19183 3827086 404324 404324 3422762 112935 112935 3535697 3045885 0 3045885 112935 112935 3158820 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. SCHEDULE D, PART X FIN 48 - THE FINANCIAL STATEMENTS DO NOT HAVE A FOOTNOTE DISCLOSING UNCERTAIN TAX POSITIONS. PART XI, LINE 4B & PART XII, LINE 4B INVESTMENT FEES ARE NETTED AGAINST INTEREST AND DIVIDENDS ON THE FINANCIAL STATEMENTS. 1 NORTH AMERICA 0 0 5 GRANTS TO ORGANIZATIONS IN THE REGION 11100 0 0 0 0 0 0 11100 0 11100 0 0 0 0 0 0 PART I, LINE 2: FOR ALL DISBURSEMENTS OUTLINED IN PART I, 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. PART I, LINE 3: ACCRUAL METHOD IS USED TO ACCOUNT FOR EXPENDITURES. X X X X X 1 GABRIEL GROUP 3190 RIDER TRAIL SOUTH EARTH CITY MO 63045 DIRECT MAIL 0 0 112364 0 501 CREATIVE 6677 DELMAR BLVD 300 ST LOUIS MO 63130 HALO HEAVEN WEBSITE / MISC. 0 0 23087 0 135451 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 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) 198000 LITERACY PROGRAMS PI BETA PHI FRATERNITY 1154 TOWN COUNTRY COMMONS DRIVE TOWN COUNTRY MO 63017 370464584 501(C)(7) 471521 EDUCATION & LITERACY COLLEGE STATION ISD EDUCATION 1812 WELSH COLLEGE STATION TX 77840 742909634 501(C)(3) 11407 LITERACY PROGRAMS INDIANA DELTA CHAPTER CORP 4600 SUNSET BLVD INDIANAPOLIS IN 46208 356036502 501(C)(7) 300000 EDUCATIONAL AREA GRANT KANSAS UNIVERSITY ENDOWMENT 3901 RAINBOW BLVD MS 105 KANSAS CITY KS 66106 480547734 501(C)(3) 10000 LITERACY PROGRAMS NORTHERN MOORE FAMILY RESOURCE PO BOX 190 ROBBINS NC 27325 742745041 501(C)(3) 10000 LITERACY PROGRAMS STUDENT U 3116 ACADEMY RD DURHAM NC 27707 273460491 501(C)(3) 7466 LITERACY PROGRAMS TEXAS GAMMA HOUSE CORP PO BOX 6656 LUBBOCK TX 79493 752098979 501(C)(7) 457160 EDUCATIONAL AREA GRANT COLORADO ALPHA HOUSE 890 11TH STREET DENVER CO 80302 846049398 501(C)(7) 41533 EDUCATIONAL AREA GRANT 5 4 EMMA HARPER TURNER FUND 16 57000 UNDERGRADUATE SCHOLARSHIPS 48 46700 ENDOWED SCHOLARSHIPS 54 187875 ALUMNAE CONTINUING EDUCATION 5 12500 GRADUATE FELLOWSHIP SCHOLARSHIPS 14 30500 OTHER SCHOLARSHIPS 43 46677 PART 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 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. 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 -417 -3674 N/A