FURP.ORG / PUBLIC DATA EXPLORER

PI BETA PHI FRATERNITY: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
PI BETA PHI FRATERNITY (EIN 37-0464584)
Tax period
2012-07-01 to 2013-06-30
Filed
2013-11-11
IRS object ID
201323169349301842
Schema version
2012v2.1
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)
Timestamp2013-11-11T11:30:43-06:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

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 Date2012-07-01TaxPeriodBeginDate

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 Signed2013-11-04DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMARIE N CARLIE CPAName
PTINP00084927PTIN
Phone3148891100Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
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 Receipts10103680GrossReceipts
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 Employees46TotalNbrEmployees
Total Nbr Volunteers125TotalNbrVolunteers
Total Gross UBI41718TotalGrossUBI
Net Unrelated Business Txbl Income25966NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year422860ContributionsGrantsPriorYear
Contributions Grants Current Year542901ContributionsGrantsCurrentYear
Program Service Revenue Prior Year4991220ProgramServiceRevenuePriorYear
Program Service Revenue CY6115194ProgramServiceRevenueCY
Investment Income Prior Year1945608InvestmentIncomePriorYear
Investment Income Current Year393489InvestmentIncomeCurrentYear
Other Revenue Prior Year389081OtherRevenuePriorYear
Other Revenue Current Year390476OtherRevenueCurrentYear
Total Revenue Prior Year7748769TotalRevenuePriorYear
Total Revenue Current Year7442060TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year560349GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY324038GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1800937SalariesEtcPriorYear
Salaries Etc Current Year2157168SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year2777830OtherExpensePriorYear
Other Expenses Current Year4257830OtherExpensesCurrentYear
Total Expenses Prior Year5139116TotalExpensesPriorYear
Total Expenses Current Year6739036TotalExpensesCurrentYear
Revenues Less Expenses Prior Year2609653RevenuesLessExpensesPriorYear
Revenues Less Expenses CY703024RevenuesLessExpensesCY
Total Assets BOY22096923TotalAssetsBOY
Total Assets EOY24999440TotalAssetsEOY
Total Liabilities BOY1734972TotalLiabilitiesBOY
Total Liabilities EOY3418243TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY20361951NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY21581197NetAssetsOrFundBalancesEOY
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 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.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 With109667NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees46NumberOfEmployees
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$616,665InitiationFeesAmount
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 (10 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationAverage Hours Per Week RelatedAverageHoursPerWeekRelatedHighest Compensated EmployeeHighestCompensatedEmployee
MARY LOY TATUM
GRAND PRESIDENT40.00XX240000
RAE WOHLHUETER MAIER
GRAND VP FINANCE30.00XX24000010.00
DIANE BIELMAN
GRAND VP COMMUNICATIONS25.00XX240000
CINDY RICE SVEC
GRAND VP ALUMNAE35.00XX240000
PAULA PACE SHEPHERD
GRAND VP MEMBERSHIP35.00XX240000
CARA SUTCLIFFE
GRAND VP COLLEGIANS35.00XX240000
JULIA CARNEY
GRAND VP PROGRAMMING20.00XX240000
JULI HOLMES WILLEMAN
EXECUTIVE DIRECTOR40.00X103090011503
SUSAN MERTZ
CONTROLLER32.00X7526704146
TIM STEELE
CREATIVE DIRECTOR40.00132183013398X
FieldValueIRS element (for citing)
Total Reportable Comp From Org327340TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation29047TotalOtherCompensation
Number Individuals GT100 K2NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Info In Schedule O Part VIIIXInfoInScheduleOPartVIII
All Other Contributions542901AllOtherContributions
Total Contributions542901TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionMEMBER REVENUEDescription
Business Code813410BusinessCode
Total Revenue Column6115194TotalRevenueColumn
Related Or Exempt Function Income6115194RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue6115194TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column406071TotalRevenueColumn
Exclusion$406,071ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column243784TotalRevenueColumn
Exclusion$243,784ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real137122Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real33148Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real103974Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column103974TotalRevenueColumn
Exclusion$103,974ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities2571515Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities2584097Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-12582Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-12582TotalRevenueColumn
Exclusion-$12,582ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory80902GrossSalesOfInventory
Cost Of Goods Sold44375CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column36527TotalRevenueColumn
Unrelated Business Revenue36527UnrelatedBusinessRevenue

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionREIMBURSEMENTDescription
Business Code900099BusinessCode
Total Revenue Column6191TotalRevenueColumn
Unrelated Business Revenue5191UnrelatedBusinessRevenue
Exclusion$1,000ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue6191TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column7442060TotalRevenueColumn
Related Or Exempt Function Income6115194RelatedOrExemptFunctionIncome
Unrelated Business Revenue41718UnrelatedBusinessRevenue
Exclusion$742,247ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total324038Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total221593Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total1585805Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total212964Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total136806Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total80375Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total44087Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total233849Total

Advertising Advertising

FieldValueIRS element (for citing)
Total58954Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total846458Total

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total212696Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total108857Total

Travel Travel

FieldValueIRS element (for citing)
Total1632272Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total198968Total

Insurance Insurance

FieldValueIRS element (for citing)
Total292966Total

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotal
MEMORABILIA & SUPPLIES371234
DUES & SUBSCRIPTIONS61091
HONORARIUMS56885
UBI TAX5361

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total53777Total

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total6739036Total

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY656898BOY
EOY391914EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY5111835BOY
EOY7570522EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY46149BOY
EOY100297EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY142617BOY
EOY152682EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY77717BOY
EOY0EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis8230709LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec4530521LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY3624572BOY
EOY3700188EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY10589752BOY
EOY11474585EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY2000BOY
EOY2000EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY1729305BOY
EOY1529092EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY116078BOY
EOY78160EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY22096923BOY
EOY24999440EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY245603BOY
EOY815422EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY4588BOY
EOY5052EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY1484781BOY
EOY2597769EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1734972BOY
EOY3418243EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY20288270BOY
EOY21527287EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY71681BOY
EOY51910EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY2000BOY
EOY2000EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY20361951BOY
EOY21581197EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY22096923BOY
EOY24999440EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses703024ReconcilationRevenueExpenses
Reconciliation Unrealized Invest516222ReconciliationUnrealizedInvest
Reconcilation Other Changes0ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement ConsolidatedXFinancialStatementConsolidated
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
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 Balance2642BeginningOfYearBalance
Contributions0Contributions
Investment Earnings Or Losses165InvestmentEarningsOrLosses
End Of Year Balance2807EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

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

Current Year Minus2 Years CurrentYearMinus2Years

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

Current Year Minus3 Years CurrentYearMinus3Years

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 Balance0.71300PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.28700TermEndowmentEOYBalance
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 Basis4920143OtherCostOrOtherBasis
Depreciation2507891Depreciation
Book Value2412252BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis2382036OtherCostOrOtherBasis
Depreciation2022630Depreciation
Book Value359406BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings3700188TotalOfBookValueLandBuildings

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
DescriptionCHAPTER HOUSE LOANSDescription
Book Value1529092BookValue
Method Of ValuationCMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Program Related1529092TotalOfBookValueProgramRelated

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionFUNDS HELD - CLOSED CHAPTERSDescription
Amount$2,597,769Amount
FieldValueIRS element (for citing)
Total Of Amounts2597769TotalOfAmounts

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

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 Expenditures3654TotalExpenditures
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 Spent3654SubtotalAmountSpent
Cont Amount Spent0ContAmountSpent
Total Amount Spent3654TotalAmountSpent
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

Recipient Name Business RecipientNameBusiness

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

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11154 TOWN COUNTRY COMMONS DRAddressLine1
CityTOWN COUNTRYCity
StateMOState
ZIP Code63017ZIPCode
FieldValueIRS element (for citing)
EIN Of Recipient262511045EINOfRecipient
IRC Section501(C)(7)IRCSection
Amount Of Cash Grant321351AmountOfCashGrant
Purpose Of GrantALLOCATION OF DUES TO AFFILIATE FOR FINANCIAL ASSISTANCE WITH CHAPTER HOUSING.PurposeOfGrant
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants0TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations1TotalNbrOfOtherOrganizations

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, 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.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (9 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 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 Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1PI BETA PHI FRATERNITYBusinessNameLine1
FieldValueIRS element (for citing)
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
Dividends Related Organization0DividendsRelatedOrganization
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
L321351
PI BETA PHI FRATERNITY HOUSING CORPORATION
A8490

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