2013-11-11T11:30:43-06:00 2013-06-30 430642511 STONE CARLIE AND COMPANY LLC 101 S HANLEY ROAD SUITE 800 ST LOUIS MO 63105 990 2012-07-01 370464584 PI BETA PHI FRATERNITY PIBE 6362560680 1154 TOWN COUNTRY COMMONS DRIVE TOWN COUNTRY MO 63017 RAE MAIER 6362560680 2013-11-04 1 MARIE N CARLIE CPA P00084927 3148891100 2012 2016-02-25 16:41:14Z JULI WILLEMAN 1154 TOWN COUNTRY COMMONS DRIVE TOWN COUNTRY MO 63017 10103680 0 0544 X WWW.PIBETAPHI.ORG X 1935 IL TO MUTUALLY ENCOURAGE AND ASSIST MEMBERS IN SOCIAL, MENTAL, AND MORAL ADVANCEMENT. 7 7 46 125 41718 25966 422860 542901 4991220 6115194 1945608 393489 389081 390476 7748769 7442060 560349 324038 0 0 1800937 2157168 0 0 0 2777830 4257830 5139116 6739036 2609653 703024 22096923 24999440 1734972 3418243 20361951 21581197 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. OTHER PROGRAM SERVICES - EXTENSION, PANHELLENIC, HOLT HOUSE, GRANTS, ADMINISTRATIVE, PI BETA PHI MEMORABILIA, ALUMNAE CLUB SUPERVISION AND SUPPORT. 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 67 0 1 46 1 1 1 1 CA 0 0 1 1 0 0 616665 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 MARY LOY TATUM 40.00 X X 2400 0 0 RAE WOHLHUETER MAIER 30.00 10.00 X X 2400 0 0 DIANE BIELMAN 25.00 X X 2400 0 0 CINDY RICE SVEC 35.00 X X 2400 0 0 PAULA PACE SHEPHERD 35.00 X X 2400 0 0 CARA SUTCLIFFE 35.00 X X 2400 0 0 JULIA CARNEY 20.00 X X 2400 0 0 JULI HOLMES WILLEMAN 40.00 X 103090 0 11503 SUSAN MERTZ 32.00 X 75267 0 4146 TIM STEELE 40.00 X 132183 0 13398 327340 0 29047 2 0 0 0 0 X 542901 542901 MEMBER REVENUE 813410 6115194 6115194 6115194 406071 406071 243784 243784 137122 33148 103974 103974 103974 2571515 2584097 -12582 -12582 -12582 80902 44375 36527 36527 REIMBURSEMENT 900099 6191 5191 1000 6191 7442060 6115194 41718 742247 324038 221593 1585805 212964 136806 80375 44087 233849 58954 846458 212696 108857 1632272 198968 292966 MEMORABILIA & SUPPLIES 371234 DUES & SUBSCRIPTIONS 61091 HONORARIUMS 56885 UBI TAX 5361 53777 6739036 656898 391914 5111835 7570522 46149 100297 142617 152682 77717 0 8230709 4530521 3624572 3700188 10589752 11474585 2000 2000 1729305 1529092 116078 78160 22096923 24999440 245603 815422 4588 5052 1484781 2597769 1734972 3418243 X 20288270 21527287 71681 51910 2000 2000 20361951 21581197 22096923 24999440 703024 516222 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2642 0 165 2807 2630 0 12 2642 2424 0 206 2630 0 2000 424 2424 0.00000 0.71300 0.28700 0 0 928530 928530 4920143 2507891 2412252 2382036 2022630 359406 3700188 CHAPTER HOUSE LOANS 1529092 C 1529092 FUNDS HELD - CLOSED CHAPTERS 2597769 2597769 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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 3654 4 0 0 0 4 0 3654 0 3654 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) 321351 ALLOCATION OF DUES TO AFFILIATE FOR FINANCIAL ASSISTANCE WITH CHAPTER HOUSING. 0 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE 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. 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 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. STATEMENT OF REVENUE: 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 0 0 1 0 0 0 0 0 1 0 1 0 1 1 1 1 0 0 PI BETA PHI FRATERNITY HOUSING CORPORATION L 321351 PI BETA PHI FRATERNITY HOUSING CORPORATION A 8490 PRIMARY ACTIVITY OF PI BETA PHI FRATERNITY HOUSING CORPORATION: 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.