FURP.ORG / PUBLIC DATA EXPLORER

PI BETA PHI FRATERNITY: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
PI BETA PHI FRATERNITY (EIN 37-0464584)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-01-23
IRS object ID
201320239349300622
Schema version
2011v1.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-01-23T11:44:39-06:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN430642511EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1STONE CARLIE AND COMPANY LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1101 S HANLEY ROAD SUITE 800AddressLine1
CityST LOUISCity
StateMOState
ZIP Code63105ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN370464584EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1PI BETA PHI FRATERNITYBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlPIBENameControl
Phone6362560680Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11154 TOWN COUNTRY COMMONS DRIVEAddressLine1
CityTOWN COUNTRYCity
StateMOState
ZIP Code63017ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRAE MAIERName
TitleGRAND VP FINANCETitle
Phone6362560680Phone
Date Signed2013-01-08DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMARIE CARLIE CPAName
PTINP00084927PTIN
Phone3148891100Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJULI WILLEMANNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11154 TOWN COUNTRY COMMONS DRIVEAddressLine1
CityTOWN COUNTRYCity
StateMOState
ZIP Code63017ZIPCode
FieldValueIRS element (for citing)
Gross Receipts8562593GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Group Exemption Number0544GroupExemptionNumber
Organization501cXOrganization501c
Web SiteWWW.PIBETAPHI.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1935YearFormation
State Legal DomicileILStateLegalDomicile
Activity Or Mission DescriptionTO MUTUALLY ENCOURAGE AND ASSIST MEMBERS IN SOCIAL, MENTAL, AND MORAL ADVANCEMENT.ActivityOrMissionDescription
Nbr Voting Members Governing Body7NbrVotingMembersGoverningBody
Nbr Independent Voting Members7NbrIndependentVotingMembers
Total Nbr Employees43TotalNbrEmployees
Total Nbr Volunteers125TotalNbrVolunteers
Total Gross UBI27723TotalGrossUBI
Net Unrelated Business Txbl Income15340NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year215450ContributionsGrantsPriorYear
Contributions Grants Current Year422860ContributionsGrantsCurrentYear
Program Service Revenue Prior Year5365766ProgramServiceRevenuePriorYear
Program Service Revenue CY4991220ProgramServiceRevenueCY
Investment Income Prior Year360292InvestmentIncomePriorYear
Investment Income Current Year1945608InvestmentIncomeCurrentYear
Other Revenue Prior Year382098OtherRevenuePriorYear
Other Revenue Current Year389081OtherRevenueCurrentYear
Total Revenue Prior Year6323606TotalRevenuePriorYear
Total Revenue Current Year7748769TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year996616GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY560349GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1719516SalariesEtcPriorYear
Salaries Etc Current Year1800937SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year3512431OtherExpensePriorYear
Other Expenses Current Year2777830OtherExpensesCurrentYear
Total Expenses Prior Year6228563TotalExpensesPriorYear
Total Expenses Current Year5139116TotalExpensesCurrentYear
Revenues Less Expenses Prior Year95043RevenuesLessExpensesPriorYear
Revenues Less Expenses CY2609653RevenuesLessExpensesCY
Total Assets BOY20622543TotalAssetsBOY
Total Assets EOY22096923TotalAssetsEOY
Total Liabilities BOY2517028TotalLiabilitiesBOY
Total Liabilities EOY1734972TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY18105515NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY20361951NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTO MUTUALLY ENCOURAGE AND ASSIST MEMBERS IN SOCIAL, MENTAL, AND MORAL ADVANCEMENT.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
DescriptionCHAPTER PROGRAMMING & LEADERSHIP TRAINING - EXPENSES OF PROVIDING APPROXIMATELY 135 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.Description

Activity2 Activity2

FieldValueIRS element (for citing)
DescriptionTHE 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.Description

Activity3 Activity3

FieldValueIRS element (for citing)
DescriptionCERTAIN 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.Description

Activity Other ActivityOther (2 entries)

DescriptionDescription
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.
OTHER PROGRAM SERVICES - EXTENSION, PANHELLENIC, HOLT HOUSE, GRANTS, ADMINISTRATIVE, PI BETA PHI MEMORABILIA, ALUMNAE CLUB SUPERVISION AND SUPPORT.
FieldValueIRS element (for citing)
Described In501 C30DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest1ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity1TransactionRelatedEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109648NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees43NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account1ForeignFinancialAccount
Name Of Foreign CountryCANameOfForeignCountry
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions1NonDeductibleContributions
Non Deductible Disclosure1NonDeductibleDisclosure
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Initiation Fees$609,945InitiationFeesAmount
Gross Receipts$0GrossReceiptsAmount
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members7NbrVotingGoverningBodyMembers
Number Independent Voting Members7NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters1LocalChapters
Policies Reference Chapters1PoliciesReferenceChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1SUSAN MERTZBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number6362560680TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11154 TOWN COUNTRY COMMONS DRIVEAddressLine1
CityTOWN COUNTRYCity
StateMOState
ZIP Code63017ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (12 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployee
MARY LOY TATUM
GRAND PRESIDENT40.00XX240000
RAE WOHLHUETER MAIER
GRAND VP FINANCE30.00XX240000
DIANE BIELMAN
GRAND VP COMMUNICATIONS25.00XX240000
CINDY RICE SVEC
GRAND VP ALUMNAE35.00XX240000
PAULA PACE SHEPHERD
GRAND VP MEMBERSHIP35.00XX240000
CARA SUTCLIFFE
GRAND VP COLLEGIANS35.00XX120000
JULIA CARNEY
GRAND VP PROGRAMMING20.00XX120000
SUSAN KINGSLEY ROBINSON
GRAND VP COLLEGIANS35.00X120000
LINDA NOEL IBSEN
GRAND VP PROGRAMMING25.00X120000
JULI HOLMES WILLEMAN
EXECUTIVE DIRECTOR40.00X98051010833
SUSAN MERTZ
CONTROLLER32.00X7282003641
TIM STEELE
CREATIVE DIRECTOR40.00127980012294X
FieldValueIRS element (for citing)
Total Reportable Comp From Org315651TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation26768TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions422860AllOtherContributions
Total Contributions422860TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionMEMBER REVENUEDescription
Business Code813410BusinessCode
Total Revenue Column4991220TotalRevenueColumn
Related Or Exempt Function Income4991220RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue4991220TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column323636TotalRevenueColumn
Exclusion$323,636ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column274017TotalRevenueColumn
Exclusion$274,017ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real115103Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real28762Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real86341Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column86341TotalRevenueColumn
Exclusion$86,341ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities835000Securities
Other1545644Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities736653Securities
Other22019Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities98347Securities
Other1523625Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column1621972TotalRevenueColumn
Exclusion$1,621,972ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory49626GrossSalesOfInventory
Cost Of Goods Sold26390CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column23236TotalRevenueColumn
Unrelated Business Revenue23236UnrelatedBusinessRevenue

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionREIMBURSEMENTDescription
Business Code900099BusinessCode
Total Revenue Column5487TotalRevenueColumn
Unrelated Business Revenue4487UnrelatedBusinessRevenue
Exclusion$1,000ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue5487TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column7748769TotalRevenueColumn
Related Or Exempt Function Income4991220RelatedOrExemptFunctionIncome
Unrelated Business Revenue27723UnrelatedBusinessRevenue
Exclusion$2,306,966ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total560349Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total211778Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total1322337Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total154046Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total112776Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total50709Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total46054Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total173568Total

Advertising Advertising

FieldValueIRS element (for citing)
Total24005Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total713028Total

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total141557Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total102723Total

Travel Travel

FieldValueIRS element (for citing)
Total694330Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total215753Total

Insurance Insurance

FieldValueIRS element (for citing)
Total243653Total

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotal
UNRELATED BUSINESS INCO867
MEMORABILIA & SUPPLIES277097
DUES & SUBSCRIPTIONS62323
HONORARIUMS24559

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total7604Total

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total5139116Total

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY50BOY
EOY656898EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY5899388BOY
EOY5111835EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY16247BOY
EOY0EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY112893BOY
EOY46149EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY142265BOY
EOY142617EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY34074BOY
EOY77717EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis7967810LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec4343238LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY3695902BOY
EOY3624572EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY8460341BOY
EOY10589752EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY2000BOY
EOY2000EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY2173278BOY
EOY1729305EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY86105BOY
EOY116078EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY20622543BOY
EOY22096923EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY872649BOY
EOY245603EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY6935BOY
EOY4588EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY1637444BOY
EOY1484781EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY2517028BOY
EOY1734972EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY18009952BOY
EOY20288270EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY93563BOY
EOY71681EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY2000BOY
EOY2000EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY18105515BOY
EOY20361951EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY20622543BOY
EOY22096923EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses2609653ReconcilationRevenueExpenses
Reconcilation Other Changes-353217ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance2630BeginningOfYearBalance
Contributions0Contributions
Investment Earnings Or Losses12InvestmentEarningsOrLosses
End Of Year Balance2642EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance2424BeginningOfYearBalance
Contributions0Contributions
Investment Earnings Or Losses206InvestmentEarningsOrLosses
End Of Year Balance2630EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance0BeginningOfYearBalance
Contributions2000Contributions
Investment Earnings Or Losses424InvestmentEarningsOrLosses
End Of Year Balance2424EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.00000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.75700PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.24300TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis928530OtherCostOrOtherBasis
Book Value928530BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis4883902OtherCostOrOtherBasis
Depreciation2416004Depreciation
Book Value2467898BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis2155378OtherCostOrOtherBasis
Depreciation1927234Depreciation
Book Value228144BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings3624572TotalOfBookValueLandBuildings

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
DescriptionCHAPTER HOUSE LOANSDescription
Book Value1729305BookValue
Method Of ValuationCMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Program Related1729305TotalOfBookValueProgramRelated

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionFUNDS HELD - CLOSED CHAPTERSDescription
Amount$1,484,781Amount
FieldValueIRS element (for citing)
Total Of Amounts1484781TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierDESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:Identifier
Return ReferencePART V, LINE 4:ReturnReference
ExplanationPURSUANT 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.Explanation

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable

FieldValueIRS element (for citing)
RegionNORTH AMERICARegion
Number Of Offices4NumberOfOffices
Number Of Employees0NumberOfEmployees
Type Of Activities ConductedPROGRAM SERVICESTypeOfActivitiesConducted
Specific Services ProvidedCHAPTER PROGRAMMING & LEADERSHIP TRAININGSpecificServicesProvided
Total Expenditures2887TotalExpenditures
FieldValueIRS element (for citing)
Subtotal Number Of Offices4SubtotalNumberOfOffices
Subtotal Number Of Employees0SubtotalNumberOfEmployees
Cont Number Of Offices0ContNumberOfOffices
Cont Number Of Employees0ContNumberOfEmployees
Total Number Of Offices4TotalNumberOfOffices
Total Number Of Employees0TotalNumberOfEmployees
Subtotal Amount Spent2887SubtotalAmountSpent
Cont Amount Spent0ContAmountSpent
Total Amount Spent2887TotalAmountSpent
Transfer To Foreign Corp0TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp0OwnForeignCorp
Passive Foreign Invest Co0PassiveForeignInvestCo
Foreign Partnership0ForeignPartnership
Boycott Countries0BoycottCountries

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
PI BETA PHI FRATERNITY HOUSING CORPORATION
1154 TOWN COUNTRY COMMONS DRTOWN COUNTRYMO63017262511045501(C)(7)484394ALLOCATION OF DUES TO AFFILIATE FOR FINANCIAL ASSISTANCE WITH CHAPTER HOUSING.
PI BETA PHI FOUNDATION
1154 TOWN COUNTRY COMMONS DRTOWN COUNTRYMO63017431542735501(C)(3)63796TRANSFER OF HOLT HOUSE FUNDS.
NATIONAL PANHELLENIC CONFERENCE
3901 WEST 86TH STREET SUITE 398INDIANAPOLISIN46268526057229501(C)(6)10000SUPPORT COORDINATION OF WOMEN'S SORORITIES AND FRATERNITIES IN ORDER TO PROMOTE A POSITIVE ELEMENT OF THE HIGHER EDUCATION EXPERIENCE.
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants1TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations2TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, 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, ORGANIZED TO ENSURE THE HIGHEST LEVEL OF EXCELLENCE IN CHAPTER HOUSING AND FACILITY OPERATIONS THUS BUILDING A COMMUNITY THAT IS INTEGRAL TO A LIFETIME EXPERIENCE FOR THE MEMBERS OF PI BETA PHI.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (10 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION A, LINE 6PI 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 7ATHE COLLEGIATE AND ALUMNAE VOTING DELEGATES ELECT THE GRAND COUNCIL, ALSO KNOWN AS THE GOVERNING BODY.
FORM 990, PART VI, SECTION A, LINE 7BANY 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 11THE 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 12CTHE 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 15THE 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 19THE 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 XI, LINE 5:NET UNREALIZED LOSSES ON INVESTMENTS: -353,217.CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990, PART XII, LINE 2C:PI BETA PHI FRATERNITY HAS AN AUDIT COMMITTEE THAT 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).STATEMENT OF REVENUE:

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1PI BETA PHI FRATERNITY HOUSING CORPORATIONBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11154 TOWN COUNTRY COMMONS DRIVEAddressLine1
CityTOWN COUNTRYCity
StateMOState
ZIP Code63017ZIPCode
FieldValueIRS element (for citing)
EIN262511045EIN
Primary ActivitiesSEE SCHEDULE OPrimaryActivities
Legal Domicile StateOKLegalDomicileState
Exempt Code Section501(C)(7)ExemptCodeSection
Direct Controlling Entity NAN/ADirectControllingEntityNA
Controlled Org1ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties1ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org1LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs1RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
PI BETA PHI FRATERNITY HOUSING CORPORATION
K484394
PI BETA PHI FRATERNITY HOUSING CORPORATION
A8135

Form990 Schedule R Part VII Form990ScheduleRPartVII

FieldValueIRS element (for citing)
IdentifierPRIMARY ACTIVITY OF PI BETA PHI FRATERNITY HOUSING CORPORATION:Identifier
Return ReferenceSCHEDULE R, PART II, COLUMN BReturnReference
ExplanationTHE 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.Explanation