Skip to content
Nonprofiteer
← PI BETA PHI FRATERNITY

Form 990 for tax year 2023

Filed by PI BETA PHI FRATERNITY.

Totals

Total revenue
$11,049,387
Total expenses
$11,771,282
Contributions and grants received
$1,075,767
Grants paid
$378,470
Program service revenue
$7,956,891
Investment income
$1,222,869
Other revenue
$793,860
Total assets, end of year
$49,163,275
Total liabilities, end of year
$4,866,855
Net assets or fund balances, end of year
$44,296,420
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $621,827

  • 1f · All other contributions, gifts and grants

    $453,940

  • 2a · Program service revenue: MEMBER REVENUE

    total $7,956,891 · related or exempt $7,956,891

  • 3 · Investment income

    total $1,132,317 · excluded $1,132,317

  • 5 · Royalties

    total $409,182 · excluded $409,182

  • 6a · Gross rents

    real property $150

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $150

  • 6d · Net rental income or loss

    total $150 · excluded $150

  • 7a · Gross sales of assets other than inventory

    securities $2,976,968

  • 7b · Less cost or other basis and sales expenses

    securities $2,860,624 · other assets $25,792

  • 7c · Gain or loss

    securities $116,344 · other assets -$25,792

  • 7d · Net gain or loss

    total $90,552 · excluded $90,552

  • 11a · Other revenue: INSURANCE REIMBURSEMEN

    total $381,175 · excluded $381,175

  • 11b · Other revenue: OTHER REVENUE

    total $3,353 · related or exempt $3,353

  • 11e · Other revenue, total

    $384,528

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $378,470

  • 5 · Compensation of officers, directors and key employees

    total $361,733

  • 7 · Other salaries and wages

    total $2,900,305

  • 8 · Pension plan contributions

    total $84,228

  • 9 · Other employee benefits

    total $350,075

  • 10 · Payroll taxes

    total $340,535

  • 11b · Fees: legal

    total $44,761

  • 11c · Fees: accounting

    total $376,899

  • 11e · Fees: professional fundraising services

    total $5,400

  • 11f · Fees: investment management

    total $132,652

  • 11g · Fees: other

    total $328,202

  • 12 · Advertising and promotion

    total $34,860

  • 13 · Office expenses

    total $927,715

  • 14 · Information technology

    total $1,161,771

  • 16 · Occupancy

    total $1,334,263

  • 17 · Travel

    total $2,333,856

  • 20 · Interest

    total $2,510

  • 22 · Depreciation, depletion and amortization

    total $201,783

  • 23 · Insurance

    total $191,162

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $116,218

  • 24b · Other expenses: MISCELLANEOUS EXPENSE

    total $95,768

  • 24c · Other expenses: TAXES & LICENSES

    total $68,079

  • 24d · Other expenses: BAD DEBT EXPENSE

    total $37

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $279,516 · end of year $268,394

  • 2 · Savings and temporary cash investments

    beginning of year $2,749,976 · end of year $3,822,238

  • 4 · Accounts receivable

    beginning of year $56,974 · end of year $323,324

  • 8 · Inventories for sale or use

    beginning of year $78,304 · end of year $16,376

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,674,653 · end of year $196,205

  • 10a · Land, buildings and equipment: cost or other basis

    $7,353,864

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,631,494

  • 10c · Land, buildings and equipment, net

    beginning of year $4,699,246 · end of year $4,722,370

  • 11 · Investments: publicly traded securities

    beginning of year $31,697,800 · end of year $32,734,695

  • 12 · Investments: other securities

    beginning of year $2,000

  • 13 · Investments: program-related

    beginning of year $6,405,507 · end of year $6,544,140

  • 15 · Other assets

    beginning of year $165,399 · end of year $535,533

  • 17 · Accounts payable and accrued expenses

    beginning of year $404,070 · end of year $814,432

  • 19 · Deferred revenue

    beginning of year $109,470 · end of year $92,917

  • 21 · Escrow or custodial account liability

    beginning of year $4,060,447 · end of year $3,915,355

  • 25 · Other liabilities

    beginning of year $56,891 · end of year $44,151

  • 27 · Net assets without donor restrictions

    beginning of year $43,129,864 · end of year $44,296,420

  • 28 · Net assets with donor restrictions

    beginning of year $48,633 · end of year $0

Mission and programs · 2023

Mission

TO PROMOTE FRIENDSHIP, DEVELOP WOMEN OF INTELLECT AND INTEGRITY, CULTIVATE LEADERSHIP POTENTIAL AND ENRICH LIVES THROUGH COMMUNITY SERVICE.

Activities or mission (Part I)

PROMOTE FRIENDSHIP, CULTIVATE LEADERSHIP POTENTIAL AND ENRICH LIVES THROUGH COMMUNITY SERVICE.

  • CHAPTER PROGRAMMING & DEVELOPMENT - THE ORGANIZATION PROVIDES SUPPORT FOR APPROXIMATELY 130 LOCAL CHAPTERS WITH RESOURCES AND PROGRAMS FOCUSED ON CHAPTER DEVELOPMENT BY ASSESSING CHAPTER STRENGTHS AND IDENTIFYING OPPORTUNITY AREAS FOR GROWTH. THE ORGANIZATION ALSO PROVIDES ONLINE LEARNING OPPORTUNITIES, MANUALS AND GUIDES FOUND IN THE RESOURCE LIBRARY, AND ELECTRONIC NEWSLETTERS, ALL OF WHICH ARE AVAILABLE THROUGHOUT THE YEAR. THE ORGANIZATION ASSISTS WITH CHAPTER OPERATIONS, RISK MANAGEMENT, MEMBER EXPERIENCE, FINANCE AND HOUSING, COMMUNITY RELATIONS, RECRUITMENT, AND CULTIVATING ALUMNAE SUPPORT.

  • LEADERSHIP TRAINING - THE ORGANIZATION PROVIDES LOCAL CHAPTERS WITH RESOURCES AND PROGRAMS FOCUSED ON DEVELOPING MEMBER LEADERSHIP SKILLS AND ASSISTING STUDENTS IN IMPROVING VARIOUS EDUCATIONAL OPPORTUNITIES. THE ORGANIZATION PROVIDES OPPORTUNITIES FOR LEADERSHIP AND PROFESSIONAL SKILL DEVELOPMENT THROUGH NETWORKING AND SIGNATURE EVENTS, INCLUDING PI BETA PHI LEADERSHIP INSTITUTE, BIENNIAL CONVENTION, COLLEGE WEEKEND, OFFICER RETREATS AND CRITICAL CONVERSATIONS, A PI BETA PHI RISK PREVENTION EDUCATION PROGRAM.

  • ALUMNAE PROGRAMMING & ENGAGEMENT - THE ORGANIZATION ENABLES ALUMNAE MEMBERS OF PI BETA PHI TO CONTINUE IN VARIOUS MEMBERSHIP AND VOLUNTEER ROLES, AS WELL AS TO PROVIDE FRIENDSHIPS THAT WILL LAST A LIFETIME, BY CREATING A NETWORK OF SISTERS AND FRIENDS SUPPORTING EACH OTHER AS THEY ACHIEVE PERSONAL AND PROFESSIONAL GOALS THROUGHOUT THEIR LIFE. THE ORGANIZATION PROVIDES OPPORTUNITIES FOR MEMBERS TO CONNECT THROUGH LITERACY SERVICE, ANNIVERSARY AND REUNION CELEBRATIONS, LEADERSHIP SUMMITS, CONVENTIONS, AND SPECIAL ALUMNAE EVENTS.

As filed on the 2023 return.

Listed in Part VII

  • Lisa Gamel Scott

    GRAND PRESIDENT

    Total calculated
    $0
    Hours/week
    40

  • Greer Horne

    GRAND VP MEMBER EXPERIENCE

    Total calculated
    $0
    Hours/week
    35

  • Ana Mancebo Miller

    GRAND VP ALUMNAE

    Total calculated
    $0
    Hours/week
    35

  • Emory Eison

    GRAND VP FINANCE/HOUSING

    Total calculated
    $0
    Hours/week
    35 + 10 related

  • Jenn Plagman-Galvin

    GRAND VP FRATERNITY GROWTH

    Total calculated
    $0
    Hours/week
    35

  • Amy Lorenzen Southerland

    GRAND VP INCLUSION/COMMUNITY RELATIONS

    Total calculated
    $0
    Hours/week
    35

  • Melissa Malone Colvin

    GRAND VP COLLEGIANS

    Total calculated
    $0
    Hours/week
    35

  • Shawn Eagleburger

    EXECUTIVE DIRECTOR

    Total calculated
    $201,856
    From this org
    $185,165
    From related orgs
    $0
    Other
    $16,691
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $185,165
    Bonus
    $0
    Other
    $0
    Deferred
    $5,609
    Nontaxable benefits
    $11,082
    Filer's total
    $201,856

  • Micah Richardson

    SENIOR DIRECTOR OF FINANCE

    Total calculated
    $54,877
    From this org
    $53,226
    From related orgs
    $0
    Other
    $1,651
    Hours/week
    25 + 25 related

  • Caroline Backer

    ASSISTANT EXECUTIVE DIRECTOR

    Total calculated
    $135,044
    From this org
    $118,059
    From related orgs
    $0
    Other
    $16,985
    Hours/week
    50

  • Ashley Karth

    ASSOCIATE EXECUTIVE DIRECTOR

    Total calculated
    $126,034
    From this org
    $109,478
    From related orgs
    $0
    Other
    $16,556
    Hours/week
    50

  • Elizabeth Cannon

    SENIOR DIRECTOR OF ENGAGEMENT

    Total calculated
    $110,646
    From this org
    $107,423
    From related orgs
    $0
    Other
    $3,223
    Hours/week
    50

  • Melissa Nagus

    SENIOR DIRECTOR OF HUMAN RESOURCES

    Total calculated
    $141,252
    From this org
    $123,971
    From related orgs
    $0
    Other
    $17,281
    Hours/week
    50

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 3
THE ORGANIZATION USES DATA FROM OTHER NONPROFIT ASSOCIATIONS AND FRATERNAL ORGANIZATIONS TO EVALUATE COMPENSATION. SUCH DATA MAY BE OBTAINED BY REVIEWING FORM 990 OR COMPENSATION STUDIES/SURVEYS. GOVERNING BODY APPROVAL IS OBTAINED.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
20 May 2025
IRS schema version
2023v6.0
Source object
202531409349300738

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.