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Pi Beta Phi Fraternity Indiana Beta Chapter FY2023 filing

Not tax-deductible

Chesterfield, MO501(c)(7)Since 1893Mutual / membership EIN 35-0867670Revenue $1.4M in FY2023

On file with the IRSindiana.pibetaphi.org1154 Town and Country Commons Dr, 63017-8200 · Chesterfield, MOTax-exempt since May 1942

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To mutually encourage and assist members in social, mental, and moral advancement.

501(c)(7) social or recreational club; gifts are not tax-deductible as charitable contributions.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(7)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $219K a year · 16% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Cash reserves
7 mo
of spending, in cash
Looks good: 6.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$8K
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.4M
+3% vs prior year
Spent
$1.3M
Net assets
$773K
By yearFY2021–FY2025
Revenue
$1.4M
FY2023▲ +3%
Tap a bar for its year
Revenue by fiscal year
FY2021$871K
FY2022$1.4M
FY2023$1.4M
FY2024$1.5M
FY2025$1.7M
Expenses
$1.3M
FY2023▲ +1%
Tap a bar for its year
Expenses by fiscal year
FY2021$664K
FY2022$1.3M
FY2023$1.3M
FY2024$1.2M
FY2025$1.3M
Net assets
$773K
FY2023▲ +11%
Tap a bar for its year
Net assets by fiscal year
FY2021$647K
FY2022$698K
FY2023$773K
FY2024$1.1M
FY2025$1.5M

From the FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 1942.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Fundraising 0% · $800

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

15 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Ava Montgomery 2022
Chapter President
$0Pt VII · Sec A
Vivian Eck 2022
Vice President Community Relations
$0Pt VII · Sec A
Kate Janson 2022
Vice President Finance/Housing
$0Pt VII · Sec A
Claire Kappen 2022
Vice President Member Experience
$0Pt VII · Sec A
Rebecca Feiler 2022
Vice President Operations
$0Pt VII · Sec A
Cassidy Wilson 2022
Vice President Recruitment
$0Pt VII · Sec A
Alyssa Marquis 2022
Vice President Risk Management
$0Pt VII · Sec A
Ellie Perl 2022
Vice President Inclusion
$0Pt VII · Sec A
See Pi Beta Phi Fraternity Indiana Beta Chapter executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Helps members grow socially, mentally, and morally through mutual encouragement and assistance.

Questions for Pi Beta Phi Fraternity Indiana Beta Chapter

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Provided by the organization

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1 program · in their own filed words · FY2022
01

The indiana beta chapter of pi beta phi fraternity is a membership organization supported by dues, fees, charges, or other funds paid by its members and provides goods, facilities, and services to members while assisting students in improving various educational andleadership skills by supporting philanthropic and community service…

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 4 grants · $56K · 2021–2024
Pi Beta Phi FoundationMO · FY2024$24,302
Pi Beta Phi FoundationMO · FY2023$12,267
Pi Beta Phi FoundationMO · FY2022$10,921
Pi Beta Phi FoundationMO · FY2021$8,972

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.4M
Ln 12
Fees for servicesLn 2g$1.4M
Other incomeLn 4–11$18K
Gifts and grantsLn 1h$800
Money outPt IX
$1.3M
Ln 25
Fundraisingcol D$800
Owns and owesPt X
$773K
net assets · Ln 32
Cash and savingsLn 1–2$742K
Total assetsLn 16$781K
LiabilitiesLn 26$8K
PeoplePt VI, VII
15
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$800
Fundraising eventsLn 1c$800
Fees for servicesLn 2g$1.4M
Investment incomeLn 3$41
Other incomeLn 4–11$18K
Total revenueLn 12$1.4M
Assets in detailPt X, end of year
CashLn 1$660K
SavingsLn 2$81K
Cash and savings togetherLn 1–2$742K
Other assetsLn 15$8K
Total assetsLn 16$781K
LiabilitiesLn 26$8K
Net assetsLn 32$773K
OperationsPt I, VI
EmployeesI 50
VolunteersI 68
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$679K$742K
Total assetsLn 16$698K$781K
LiabilitiesLn 26$0$8K
Net assetsLn 32$698K$773K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$11K
Accounting feesLn 11c$5K
Office expensesLn 13$5K
OccupancyLn 16$832K
Other expenses (24a–d)Ln 24$414K
All other expensesLn 24e$62K
Total functional expensesLn 25$1.3M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.7M$1.3M$450K$1.5M 990 PDF
FY2024 $1.5M$1.2M$311K$1.1M 990 PDF
FY2023 Viewing $1.4M$1.3M$76K$773K 990 PDF
FY2022 $1.4M$1.3M$50K$698K 990 PDF
FY2021 $871K$664K$207K$647K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $1,403,572 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,500$800
I-9 Program service revenuePrior year $1,353,650$1,384,618
I-10 Investment incomePrior year $61$41
I-11 Other revenuePrior year $2,784$18,113
I-12 Total revenuePrior year $1,359,995$1,403,572
I-13 Grants and similar amounts paidPrior year $8,972$10,921
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,300,634$1,317,020
I-18 Total expensesPrior year $1,309,606$1,327,941
I-19 Revenue less expensesPrior year $50,389$75,631
Part VI · Governance 7 of 7 board members independent, 4 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $1,403,572 across 6 lines filed
VIII-1c Fundraising events$800
VIII-1h Total contributions, gifts and grants$800
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,384,618$1,384,618
VIII-3 Investment incomeExcluded from tax $41$41
VIII-8 Net income from fundraising eventsExcluded from tax $18,113$18,113
VIII-12 Total revenueRelated to mission $1,384,618 · Unrelated business $0 · Excluded from tax $18,154$1,403,572
Part IX · Statement of functional expenses $1,327,941 across 6 lines filed
IX-1 Grants to domestic organizations$10,921
IX-11c Accounting fees$4,527
IX-13 Office expenses$4,593
IX-16 Occupancy$831,998
IX-24 Other expenses (24a–d)$414,389
IX-24e All other expenses$61,513
IX-25 Total functional expenses$1,327,941
Part X · Balance sheet $781,450 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $598,051$660,355
X-2 Savings and temporary cash investmentsStart of year $81,275$81,316
X-4 Accounts receivableStart of year $18,391$31,317
X-15 Other assetsStart of year $0$8,462
X-16 Total assetsStart of year $697,717$781,450
X-25 Other liabilitiesStart of year $0$8,078
X-26 Total liabilitiesStart of year $0$8,078
X-27 Net assets without donor restrictionsStart of year $697,717$773,372
X-32 Total net assets or fund balancesStart of year $697,717$773,372
X-33 Total liabilities and net assetsStart of year $697,717$781,450
Part XI · Reconciliation of net assets $773,372 net assets at year end
XI-1 Total revenue$1,403,572
XI-2 Total expenses$1,327,941
XI-3 Revenue less expenses$75,631
XI-4 Net assets at start of year$697,717
XI-8 Prior period adjustments$25
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$773,372

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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