PI BETA PHI FRATERNITY: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- PI BETA PHI FRATERNITY (EIN 37-0464584)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-12
- IRS object ID
- 201141329349303629
- Schema version
- 2009v1.7
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-12T17:11:33-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stone Carlie and Company LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S Hanley Road Suite 800 | AddressLine1 |
| City | St Louis | City |
| State | MO | State |
| ZIP Code | 63105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 370464584 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PI BETA PHI FRATERNITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PIBE | NameControl |
| Phone | 6362560680 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1154 TOWN COUNTRY COMMONS DRIVE | AddressLine1 |
| City | TOWN COUNTRY | City |
| State | MO | State |
| ZIP Code | 63017 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Rae Maier | Name |
| Title | Grand VP Finance | Title |
| Phone | 6362560680 | Phone |
| Date Signed | 2011-05-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Marie Carlie CPA | Name |
| Phone | 3148891100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Juli Willeman | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1154 TOWN COUNTRY COMMONS DRIVE | AddressLine1 |
| City | TOWN COUNTRY | City |
| State | MO | State |
| ZIP Code | 63017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7781925 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 0544 | GroupExemptionNumber |
| Organization501c | X | Organization501c |
| Web Site | www.pibetaphi.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1935 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | TO MUTUALLY ENCOURAGE AND ASSIST MEMBERS IN SOCIAL, MENTAL, AND MORAL ADVANCEMENT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 42 | TotalNbrEmployees |
| Total Nbr Volunteers | 125 | TotalNbrVolunteers |
| Total Gross UBI | 29212 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 9912 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 295989 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 162937 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5272778 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4410642 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 41576 | InvestmentIncomePriorYear |
| Investment Income Current Year | 46539 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 400233 | OtherRevenuePriorYear |
| Other Revenue Current Year | 311527 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6010576 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4931645 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 579019 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1341652 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1691382 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1813124 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4013575 | OtherExpensePriorYear |
| Other Expenses Current Year | 2598887 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6283976 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5753663 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -273400 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -822018 | RevenuesLessExpensesCY |
| Total Assets BOY | 19999620 | TotalAssetsBOY |
| Total Assets EOY | 19376086 | TotalAssetsEOY |
| Total Liabilities BOY | 2304456 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1714025 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 17695164 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 17662061 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO MUTUALLY ENCOURAGE AND ASSIST MEMBERS IN SOCIAL, MENTAL, AND MORAL ADVANCEMENT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | CHAPTER PROGRAMMING & LEADERSHIP TRAINING - EXPENSES OF PROVIDING APPROXIMATELY 133 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 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. | 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 AND SCHOLARSHIPS, ADMINISTRATIVE, PI BETA PHI MEMORABILIA, ALUMNAE CLUB SUPERVISION AND SUPPORT. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 53 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 42 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CA | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Initiation Fees | $541,170 | InitiationFeesAmount |
| Gross Receipts | $0 | GrossReceiptsAmount |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Susan Mertz | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6362560680 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1154 Town Country Commons Drive | AddressLine1 |
| City | St Louis | City |
| State | MO | State |
| ZIP Code | 63017 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| MARY LOY TATUM | |||||||
| GRAND PRESIDENT | 10.00 | X | X | 2400 | 0 | 360 | |
| SUE KINGSLEY ROBINSON | |||||||
| GRAND VP COLLEGIANS | 10.00 | X | X | 2400 | 0 | 360 | |
| LINDA NOEL IBSEN | |||||||
| GRAND VP PROGRAMMING | 10.00 | X | X | 2400 | 0 | 360 | |
| RAE WOHLHUETER MAIER | |||||||
| GRAND VP FINANCE | 10.00 | X | X | 2400 | 0 | 360 | |
| DIANE BIELMAN | |||||||
| GRAND VP COMMUNUCATIONS | 10.00 | X | X | 2400 | 0 | 360 | |
| CINDY RICE SVEC | |||||||
| GRAND VP ALUMNAE | 10.00 | X | X | 2400 | 0 | 360 | |
| PAULA PACE SHEPHERD | |||||||
| GRAND VP MEMBERSHIP | 10.00 | X | X | 2400 | 0 | 360 | |
| JULI WILLEMAN | |||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 91717 | 0 | 9266 | ||
| SUSAN MERTZ | |||||||
| CONTROLLER | 32.00 | X | 58096 | 0 | 0 | ||
| TIM STEELE | |||||||
| CREATIVE DIRECTOR | 40.00 | 128811 | 0 | 6448 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 295424 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 18234 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 162937 | AllOtherContributions |
| Total Contributions | 162937 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Membership Dues | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 4410642 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4410642 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4410642 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 237431 | TotalRevenueColumn |
| Exclusion | $237,431 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 197437 | TotalRevenueColumn |
| Exclusion | $197,437 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 119835 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 35957 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 83878 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 83878 | TotalRevenueColumn |
| Exclusion | $83,878 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2599489 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2790381 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -190892 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -190892 | TotalRevenueColumn |
| Exclusion | -$190,892 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 42415 | GrossSalesOfInventory |
| Cost Of Goods Sold | 23942 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18473 | TotalRevenueColumn |
| Unrelated Business Revenue | 18473 | UnrelatedBusinessRevenue |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Reimbursement | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 11739 | TotalRevenueColumn |
| Unrelated Business Revenue | 10739 | UnrelatedBusinessRevenue |
| Exclusion | $1,000 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 11739 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4931645 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4410642 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 29212 | UnrelatedBusinessRevenue |
| Exclusion | $328,854 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1341652 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 178399 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1351677 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170215 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112833 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57450 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40950 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68200 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27087 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 606464 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149495 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100824 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 520904 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 389740 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 259344 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| UNRELATED BUSINESS INCO | 2281 |
| MEMORABILIA & SUPPLIES | 234801 |
| MISCELLANEOUS EXPENSES | 77824 |
| DUES & SUBSCRIPTIONS | 40653 |
| HONORARIUMS | 22156 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 714 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5753663 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50 | BOY |
| EOY | 50 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3704682 | BOY |
| EOY | 4767270 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 558775 | BOY |
| EOY | 612378 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115331 | BOY |
| EOY | 25625 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 229140 | BOY |
| EOY | 156066 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7824629 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3924514 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4124562 | BOY |
| EOY | 3900115 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7628068 | BOY |
| EOY | 6791074 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 845518 | BOY |
| EOY | 397009 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2759893 | BOY |
| EOY | 2614737 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33601 | BOY |
| EOY | 111762 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19999620 | BOY |
| EOY | 19376086 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 872313 | BOY |
| EOY | 161330 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9570 | BOY |
| EOY | 8275 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1422573 | BOY |
| EOY | 1544420 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2304456 | BOY |
| EOY | 1714025 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16958626 | BOY |
| EOY | 16870743 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 161521 | BOY |
| EOY | 214301 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 575017 | BOY |
| EOY | 577017 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17695164 | BOY |
| EOY | 17662061 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19999620 | BOY |
| EOY | 19376086 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 928530 | OtherCostOrOtherBasis |
| Book Value | 928530 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4859073 | OtherCostOrOtherBasis |
| Depreciation | 2233648 | Depreciation |
| Book Value | 2625425 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2037026 | OtherCostOrOtherBasis |
| Depreciation | 1690866 | Depreciation |
| Book Value | 346160 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3900115 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHAPTER HOUSE LOANS | Description |
| Book Value | 2614737 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 2614737 | TotalOfBookValueProgramRelated |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FUNDS HELD - CLOSED CHAPTERS | Description |
| Amount | $1,544,420 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1544420 | TotalOfAmounts |
| Total Revenue | 4931645 | TotalRevenue |
| Total Expenses | 5753663 | TotalExpenses |
| Excess Or Deficit For Year | -822018 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 735312 | NetUnrealizedGLOnInvestments |
| Other | $53,603 | OtherAmount |
| Total Adjustments | 788915 | TotalAdjustments |
| Excess Or Deficit Per FS | -33103 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 5780459 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 735312 | NetUnrealizedGainsInvestments |
| Other Revenues | 113502 | OtherRevenues |
| Revenue Not Rptd F990 | 848814 | RevenueNotRptdF990 |
| Revenue Subtotal | 4931645 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4931645 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5813562 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 59899 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 59899 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5753663 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5753663 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part XI, Line 8 - Other Adjustments: | UNREALIZED GAIN ON INTEREST IN NET ASSETS OF PI BETA PHI FOUNDATION: 53603. |
| Part XII, Line 2d - Other Adjustments: | COGS - SALES OF INVENTORY: 23942. RENTAL EXPENSES: 35957. EFFECT OF SFAS 136 NET ASSETS OF PI BETA PHI FOUNDATION: 53603. |
| Part XIII, Line 2d - Other Adjustments: | COGS - SALES OF INVENTORY: 23942. RENTAL EXPENSES: 35957. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| PI BETA PHI FRATERNITY HOUSING CORPORATION | |||||||
| 1154 TOWN COUNTRY COMMONS DR | TOWN COUNTRY | MO | 63017 | 262511045 | 501(c)(7) | 1300000 | FINANCIAL ASSISTANCE FOR CHAPTER HOUSING |
| FIRST BOOK | |||||||
| 1319 F STREET NW SUITE 1000 | WASHINGTON | DC | 200041155 | 521779606 | 501(c)(3) | 27407 | CHARITABLE GRANT TO GIVE CHILDREN FROM LOW-INCOME FAMILIES THE OPPORTUNITY TO READ AND OWN THEIR OWN BOOKS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: Pi Beta Phi Fraternity continues its tradition of supporting literacy and education for children and families through numerous initiatives and unique partnerships, including a written multi-year agreement with First Book, a 501(c)(3) organization. The Fraternity also 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)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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 SERVE ON THE PERSONNEL COMMITTEE. THEY 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 XI, LINE 2C: | PI BETA PHI FRATERNITY DOES HAVE A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | |
| Schedule R, Part II, Column B: Primary Activity of Pi Beta Phi Fraternity Housing Corporation: 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. | ||
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pi Beta Phi Fraternity Housing Corporation | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1154 Town Country Commons Drive | AddressLine1 |
| City | Town Country | City |
| State | MO | State |
| ZIP Code | 63017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262511045 | EIN |
| Primary Activities | See Schedule O | PrimaryActivities |
| Legal Domicile State | OK | LegalDomicileState |
| Exempt Code Section | 501(c)(7) | ExemptCodeSection |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pi Beta Phi Fraternity Housing Corporation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | K | TransactionType |
| Amount Involved | 1300000 | AmountInvolved |