PI BETA PHI FOUNDATION

EIN: 431542735 501(c)(3)

TOWN COUNTRY, MO

Total Revenue
$4,834,803
Total Expenses
$5,219,975
Total Assets
$38,221,227
Net Assets
$37,492,097
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1990
Legal Domicile
MO
Principal Officer
DONNA BUTTERWORTH
Phone
6362560680
Tax Period
2024-07-01 to 2025-06-30

PI BETA PHI FOUNDATION, founded in 1990, is a community nonprofit that reported $4.8M in total revenue in fiscal year 2024. Net assets of $37.5M represent 93 months of operating reserves.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,602,190
Program Service Revenue $0
Investment Income $1,352,801
Other Revenue $-120,188
TOTAL REVENUE $4,834,803

Expense Breakdown

Grants Paid $3,770,738
Salaries & Benefits $805,849
Fundraising Expenses $556,031
Program Expenses $4,141,652
Other Expenses $643,388
TOTAL EXPENSES $5,219,975

Year-over-Year Comparison

2024 2023 Change
Revenue $4,834,803 $4,583,190 +0.1%
Expenses $5,219,975 $5,137,763 +0.0%
Net Income $-385,172 $-554,573 -0.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
11
Independent Members
11
Employees
8
Volunteers
72

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$142,307
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
WENDY LABRECHE PRATT PRESIDENT 12.00
Officer Director
$0 $0 $0
KIM BARGER DURAND SECRETARY 8.00
Officer Director
$0 $0 $0
KATHLEEN MERIANO VP - DEVELOPMENT 9.00
Officer Director
$0 $0 $0
DONNA BUTTERWORTH VP - FINANCE 5.00
Officer Director
$0 $0 $0
ALISON VEIT HEAFITZ TRUSTEE 3.00
Director
$0 $0 $0
LESLIE MAGNUS TRUSTEE 3.00
Director
$0 $0 $0
CONNELL SULLIVAN BRANAN TRUSTEE 4.00
Director
$0 $0 $0
MICHAEL BETTIN TRUSTEE 4.00
Director
$0 $0 $0
CINDY RICE SVEC TRUSTEE 4.00
Director
$0 $0 $0
ANA MANCEBO MILLER TRUSTEE 3.00
Director
$0 $0 $0
ALISA BROOKS RUDLANG TRUSTEE 2.00
Director
$0 $0 $0
JILL CARREL EXECUTIVE DIRECTOR 40.00
Officer
$136,026 $6,281 $142,307
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $4,834,803 $5,219,975 $38,221,227 $-385,172
2024 $4,583,190 $5,137,763 $36,354,616 $-554,573
2022 $8,107,090 $2,841,582 $33,179,449 $5,265,508
2021 $4,355,878 $2,175,577 $32,174,219 $2,180,301
2020 $4,442,424 $3,467,509 $25,635,329 $974,915
2019 $7,814,024 $3,343,839 $24,834,482 $4,470,185
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