2012-11-06T09:43:13-06:00 2012-06-30 RUBINBROWN LLP ONE NORTH BRENTWOOD SAINT LOUIS MO 63105 990 2011-07-01 431542735 PI BETA PHI FOUNDATION % TOM BARNES PIBE 6362560680 1154 TOWN COUNTRY COMMONS DRIVE TOWN COUNTRY MO 63017 KATHERINE S NEVILL 2012-10-30 3142903300 2011 2016-02-24 21:20:13Z TERESA CHADWICK 1154 TOWN COUNTRY COMM DR TOWN COUNTRY MO 63017 5801846 false 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. 8 8 8 44 0 1570940 2808722 0 0 475622 243727 3576 8129 2050138 3060578 1029978 1024376 0 0 353102 372526 183757 133226 272556 456226 414353 2023063 1944481 27075 1116097 9891726 10885363 39048 19569 9852678 10865794 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. false false 1229523 1024376 0 Pi Beta Phi Foundation funds a broad array of programs designed to benefit the Fraternity, its members and the community at large. - Leadership programming educates undergraduate women and develops the next generation of leaders to combat illiteracy, so that we can have a greater impact on our communities. $422,860 in support for these important programs, serving more than 14,000 undergraduates, was made possible in FY11-12. - Scholarships assist women in undergraduate and graduate school programs, as well as alumnae continuing education awards. More than 120 awards totaling $230,200 were made in FY11-12. - Specific philanthropic programs assist individuals in dire financial distress, support the heritage and history of Holt House and Arrowmont School of Arts & Crafts, provide assistance for educational area grant programs for specific chapter housing, and provide essential support for Pi Phis literacy efforts, including Champions Are Readers, Arrow in the Arctic, and First Book. Literally tens of thousands of children were assisted through Pi Phis literacy efforts in FY11-12. In total, $371,316 was granted to specific philanthropic priorities in FY11-12. 1229523 true true false false false false false false true true false false false false false true false false false false false false true false false false true true false false false false false false false false false false false false false true false false false false false true 11 0 true 8 true false false false false false false false false false false X 8 8 false false true false false false false true true false false true true true true true true true false false X X TOM BARNES 6362560680 1154 TOWN COUNTRY COMM DR TOWN COUNTRY MO 63017 KATHY NEVILL 12.0 X X 0 0 JAN CLIFFORD 3.0 X X 0 0 KAREN PRICE 5.0 X X 0 0 KAREN THORN 2.5 X X 0 0 PEGGY WILSON LAWRENCE 1.0 X 0 0 MARY TANNER 1.5 X 0 0 MARY TATUM 1.0 X 0 0 LYN CLARK 1.0 X 0 0 TERESA CHADWICK 40.0 X 96111 0 10580 96111 0 10580 0 false false false none 0 2808722 14001 2808722 0 289545 289545 0 0 2695450 2741268 -45818 -45818 -45818 0 0 0 OTHER INCOME 900099 8129 8129 8129 3060578 251856 620378 620378 403998 403998 0 0 113063 36180 63315 13568 0 208200 53805 119839 34556 4778 1224 2874 680 24500 6362 14046 4092 21985 6128 12541 3316 0 12846 5506 6275 1065 14000 14000 0 133226 133226 87766 87766 70648 21157 17440 32051 0 5298 498 4740 60 0 0 38739 23430 9052 6257 38005 16107 15750 6148 0 0 0 0 20939 20939 0 PRINTING AND COPYING 39441 11179 17347 10915 POSTAGE AND DELIVERY 20091 5019 7249 7823 PUBLIC RELATIONS 12509 5152 1292 6065 TELEPHONE 4748 1473 2478 797 49323 11927 25459 11937 1944481 1229523 442402 272556 0 0 711196 2176826 178805 65933 10490 550 0 0 0 0 0 0 0 0 4202 0 171414 152911 38730 18503 8909934 8581954 0 0 0 0 0 0 38369 41597 9891726 10885363 22801 19569 0 0 0 0 0 0 0 0 0 0 0 0 0 0 16247 0 39048 19569 X 4110292 4754990 1244520 1401485 4497866 4709319 9852678 10865794 9891726 10885363 X 1116097 -102981 X false true true X false X 3002557 1727415 1668090 1570940 2808722 10777724 3002557 1727415 1668090 1570940 2808722 10777724 1179845 9597879 227981 246967 236958 274914 289545 1276365 3576 8129 11705 12065794 0.79546 0.74004 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5263828 232893 217702 239924 5474499 4463599 335983 645416 181170 5263828 3873763 275440 423057 108661 4463599 3598774 945915 -326874 344052 3873763 0.01490 0.85340 0.13170 false false 146263 140405 5858 25151 12506 12645 18503 3060578 1944481 1116097 -102981 0 -102981 1013116 2869831 -102981 0 -102981 2972812 87766 87766 3060578 1856715 0 0 0 1856715 87766 87766 1944481 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 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 XII, LINE 4B AND PART XIII, LINE 4B INVESTMENT FEES THAT WERE NETTED AGAINST INTEREST AND DIVIDENDS ON THE FINANCIAL STATEMENTS. X X X X X true GABRIEL GROUP DIRECT MAIL false 104205 ARIA COMMUNICATIONS telemkt false 23025 ENDOWMENT BUILDERS CONSULTING false 5444 132674 MO true ARROWMONT (PI BETA PHI SETTLEMENT SCHOOL) PO BOX BOX 567 556 PARKWAY GATLINBURG TN 377380567 582007394 501(C)(3) 45000 MARKETING & CAPITAL IMPROVEMENTS. PI BETA PHI FRATERNITY 1154 TOWN COUNTRY COMMONS DRIVE TOWN COUNTRY MO 63017 370464584 501(C)(7) 437766 LEADERSHIP DEVEL. MISSOURI ALPHA CHAPTER HOUSE CORP PO BOX 1311 COLUMBIA MO 65205 431601713 501(C)(7) 65000 EDUCA'L AREA GRANT MINNESOTA ALPHA CHAPTER HOUSE CORP PO BOX 46252 MINNEAPOLIS MN 55446 416025126 501(C)(7) 5172 EDUCA'L AREA GRANT INDIANA DELTA CHAPTER HOUSE CORP PO BOX 2953 WEST LAFAYETTE IN 47906 356036502 501(C)(7) 67440 EDUCA'L AREA GRANT 1 4 EMMA HARPER TURNER FUND 35 157895 UNDERGRADUATE SCHOLARSHIPS 32 53000 ENDOWED SCHOLARSHIPS 48 115600 ALUMNAE CONTINUING EDUCATION 5 9750 GRADUATE FELLOWSHIP SCHOLARSHIPS 12 26000 OTHER SCHOLARSHIPS 30 25850 OTHER GRANTS 19 15903 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 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. Process of Determining Executive Compensation Form 900, Part VI, Line 15 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. Policy for Governing body review of 990 Form 990, Part VI, 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. Conflict of Interest Monitoring Form 990, Part VI, 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. Policy for Availability of Governing Documents PART VI LINE 19 THE FOUNDATION WILL FURNISH SUCH DOCUMENTS UPON REASONABLE, WRITTEN REQUEST. 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. CHANGES IN FUND BALANCES PART XI, LINE 5 OTHER CHANGES IN FUND BALANCES IS A RESULT OF UNREALIZED LOSSES OF $102,981. SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS PART VI, SECTION A, LINE 4 THE ORGANIZATION'S By-laws were updated and approved. Significant changes include: Clarification of 6-year term limit; Reorganization of officers to President, Vice President-Development, Vice President-Finance, and Secretary; Creation of 2-year term for President; Clarification of roles and responsibilities for each officer, including a succession plan in the event the President is unable to serve; clarification of structure, role and responsibilities for a Leadership & Nomination Committee. PBP HOLDINGS LLC 1154 TOWN AND COUNTRY COMMONS DRIVE TOWN AND COUNTRY MO 63017 431542735 INVESTMENT TN -793 -2577 NA