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Pi Beta Phi Fraternity Oklahoma Beta Chapter FY2021 filing

Not tax-deductible

Chesterfield, MO501(c)(7)Since 1919Mutual / membership EIN 73-0401920Revenue $1.0M in FY2021

On file with the IRSokstate.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

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FY2021 · 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
4 of 6
filings with a surplus
Average surplus $19K a year · 2% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Cash reserves
15 mo
of spending, in cash
Looks good: 15.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $1.2M
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2K
0.2% of total assets
Looks good: liabilities are 0% 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
$1.0M
+137% vs prior year
Spent
$844K
Net assets
$1.1M
By yearFY2020–FY2025
Revenue
$1.0M
FY2021▲ +137%
Tap a bar for its year
Revenue by fiscal year
FY2020$437K
FY2021$1.0M
FY2022$1.1M
FY2023$1.2M
FY2024$718K
FY2025$1.2M
Expenses
$844K
FY2021▲ +80%
Tap a bar for its year
Expenses by fiscal year
FY2020$468K
FY2021$844K
FY2022$999K
FY2023$1.7M
FY2024$587K
FY2025$1.0M
Net assets
$1.1M
FY2021▲ +22%
Tap a bar for its year
Net assets by fiscal year
FY2020$881K
FY2021$1.1M
FY2022$1.2M
FY2023$736K
FY2024$867K
FY2025$1.0M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 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% · $105

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

14 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Jae Banfield 2020
Chapter President
$0Pt VII · Sec A
Karly Fisher 2020
VP Operations
$0Pt VII · Sec A
Elizabeth Dillingham 2020
VP Risk Management
$0Pt VII · Sec A
Janie Pfister 2020
VP Member Experience
$0Pt VII · Sec A
Lindsey Richmeier 2020
VP Finance/Housing
$0Pt VII · Sec A
Abby Shaw 2020
VP Community Relations
$0Pt VII · Sec A
Cassidy Mask 2020
VP Recruitment
$0Pt VII · Sec A
Karly Fisher 2021
Chapter President
$0Pt VII · Sec A
See Pi Beta Phi Fraternity Oklahoma 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 improve socially, mentally, and morally through mutual support.

Questions for Pi Beta Phi Fraternity Oklahoma Beta Chapter

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Provided by the organization

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1 program · in their own filed words · FY2020
01

The oklahoma 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 and leadership 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 · received and paid
Grants received · FY2024
Pi Beta Phi FoundationFY2024$1.2M
Total grants receivedfrom 1 funder$1.2M
Grants paid · 6 grants · $637K · 2019–2024
Pi Beta Phi FoundationMO · FY2024$6,245
Pi Beta Phi FoundationMO · FY2023$16,202
Pi Beta Phi FoundationMO · FY2022$576,105
Pi Beta Phi FoundationMO · FY2021$18,753
Pi Beta Phi FoundationMO · FY2020$2,475
Pi Beta Phi FoundationMO · FY2019$17,630

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.0M
Ln 12
Fees for servicesLn 2g$1.0M
Investment incomeLn 3$2K
Other incomeLn 4–11$2K
Money outPt IX
$844K
Ln 25
Fundraisingcol D$105
Owns and owesPt X
$1.1M
net assets · Ln 32
Cash and savingsLn 1–2$1.1M
Total assetsLn 16$1.1M
LiabilitiesLn 26$2K
PeoplePt VI, VII
14
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$105
Fundraising eventsLn 1c$105
Fees for servicesLn 2g$1.0M
Investment incomeLn 3$2K
Other incomeLn 4–11$2K
Total revenueLn 12$1.0M
Assets in detailPt X, end of year
CashLn 1$618K
SavingsLn 2$444K
Cash and savings togetherLn 1–2$1.1M
Total assetsLn 16$1.1M
LiabilitiesLn 26$2K
Net assetsLn 32$1.1M
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 FY21End FY21
Cash and savingsLn 1–2$869K$1.1M
Total assetsLn 16$881K$1.1M
LiabilitiesLn 26$790$2K
Net assetsLn 32$881K$1.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$2K
Other fees for servicesLn 11g$30K
Advertising and promotionLn 12$13K
Office expensesLn 13$14K
OccupancyLn 16$737K
Conferences, conventions and meetingsLn 19$847
Other expenses (24a–d)Ln 24$45K
Total functional expensesLn 25$844K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.2M$1.0M$159K$1.0M 990 PDF
FY2024 $718K$587K$130K$867K 990 PDF
FY2023 $1.2M$1.7M−$486K$736K 990 PDF
FY2022 $1.1M$999K$148K$1.2M 990 PDF
FY2021 Viewing $1.0M$844K$193K$1.1M 990 PDF
FY2020 $437K$468K−$31K$881K 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 FY2021 990 (6 parts)
Part I · Summary $1,037,104 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$105
I-9 Program service revenuePrior year $432,830$1,033,629
I-10 Investment incomePrior year $2,224$1,708
I-11 Other revenuePrior year $2,265$1,662
I-12 Total revenuePrior year $437,319$1,037,104
I-13 Grants and similar amounts paidPrior year $17,630$2,475
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 $450,269$841,566
I-18 Total expensesPrior year $467,899$844,041
I-19 Revenue less expensesPrior year −$30,580$193,063
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 $1,037,104 across 6 lines filed
VIII-1c Fundraising events$105
VIII-1h Total contributions, gifts and grants$105
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,033,629$1,033,629
VIII-3 Investment incomeExcluded from tax $1,708$1,708
VIII-8 Net income from fundraising eventsExcluded from tax $1,662$1,662
VIII-12 Total revenueRelated to mission $1,033,629 · Unrelated business $0 · Excluded from tax $3,370$1,037,104
Part IX · Statement of functional expenses $844,041 across 7 lines filed
IX-1 Grants to domestic organizations$2,475
IX-11g Other fees for services$30,425
IX-12 Advertising and promotion$13,454
IX-13 Office expenses$14,259
IX-16 Occupancy$737,349
IX-19 Conferences, conventions and meetings$847
IX-24 Other expenses (24a–d)$45,232
IX-25 Total functional expenses$844,041
Part X · Balance sheet $1,075,931 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $427,400$618,478
X-2 Savings and temporary cash investmentsStart of year $442,044$443,835
X-4 Accounts receivableStart of year $11,931$13,618
X-16 Total assetsStart of year $881,457$1,075,931
X-25 Other liabilitiesStart of year $790$2,201
X-26 Total liabilitiesStart of year $790$2,201
X-27 Net assets without donor restrictionsStart of year $880,667$1,073,730
X-32 Total net assets or fund balancesStart of year $880,667$1,073,730
X-33 Total liabilities and net assetsStart of year $881,457$1,075,931
Part XI · Reconciliation of net assets $1,073,730 net assets at year end
XI-1 Total revenue$1,037,104
XI-2 Total expenses$844,041
XI-3 Revenue less expenses$193,063
XI-4 Net assets at start of year$880,667
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,073,730

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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