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Pi Beta Phi Fraternity

Organization summary

Type of Nonprofit

Designated as a Social and recreational clubs.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$9.56M (2023)

Expenses
$8.96M (2023)

Total Assets
$47.8M (2023)

Total Liabilities
$4.63M (2023)

Years with missing data
Source: Form 990 tax filings from 2012 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,556,072
Expenses
$8,964,046
Net Income
$592,026
Net Assets
$43,178,497
Notable Sources of Revenue Percent of Total Revenue
Contributions $443,652
4.6%
Program Services $7,621,355
79.8%
Investment Income $1,077,415
11.3%
Bond Proceeds $0
Royalties $362,857
3.8%
Rental Property Income $210
0.0%
Net Fundraising $0
Sales of Assets $37,563
0.4%
Net Inventory Sales $0
Other Revenue $13,020
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $366,853
4.1%
Professional Fundraising Fees $78,527
0.9%
Other Salaries and Wages $2,571,202
28.7%
Assets/Debt
Total Assets $47,809,375
Total Liabilities $4,630,878
Net Assets $43,178,497
Club or Co-Op Income
Initiation Fees & Contributions $826,875
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Shawn Eagleburger (Executive Director) $147,000 $0 $14,781
Kristin Rugen Thru 51123 (Senior Director Of Finance) $137,224 $0 $16,376
Melissa Nagus (Senior Director Of Human Resources) $115,933 $0 $15,464
Caroline Backer (Assistant Executive Director) $113,838 $0 $15,539
Lisa Gamel Scott (Grand President) $1,980 $0 $0
Jamie Feist Daniels (Grand Vp Member Experience) $1,380 $0 $0
Greer Horne (Grand Vp Alumnae) $1,380 $0 $0
Emory Mcginnis Eison (Grand Vp Finance/Housing) $1,380 $0 $0
Ana Mancebo Miller (Grand Vp Fraternity Growth) $1,380 $0 $0
Amy Lorenzen Southerland (Grand Vp Inclusion/Community Relations) $1,380 $0 $0
Melissa Malone Colvin (Grand Vp Collegians) $1,380 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,219,516
Expenses
$7,041,467
Net Income
$2,178,049
Net Assets
$41,057,930
Notable Sources of Revenue Percent of Total Revenue
Contributions $457,727
5.0%
Program Services $6,588,154
71.5%
Investment Income $1,216,804
13.2%
Bond Proceeds $0
Royalties $385,762
4.2%
Rental Property Income $7,653
0.1%
Net Fundraising $0
Sales of Assets $556,982
6.0%
Net Inventory Sales $0
Other Revenue $6,434
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $196,213
2.8%
Professional Fundraising Fees $117,216
1.7%
Other Salaries and Wages $1,950,219
27.7%
Assets/Debt
Total Assets $45,635,121
Total Liabilities $4,577,191
Net Assets $41,057,930
Club or Co-Op Income
Initiation Fees & Contributions $849,500
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Shawn Eagleburger (Executive Director) $150,649 $0 $13,490
Caroline Backer (Assistant Executive Direct) $105,859 $0 $22,202
Melissa Nagus (Senior Director Of Human Resources) $104,965 $0 $20,930
Lisa Gamel Scott (Grand President) $3,000 $0 $0
Jamie Feist Daniels (Grand Vp Member Experience) $2,400 $0 $0
Emory Mcginnis Eison (Grand Vp Finance/Housing) $2,400 $0 $0
Amy Lorenzen Southerland (Grand Vp Inclusion/Community Relations) $2,400 $0 $0
Greer Horne (Grand Vp Alumnae) $1,400 $0 $0
Melissa Malone Colvin (Grand Vp Collegians) $1,400 $0 $0
Ana Mancebo Miller (Grand Vp Fraternity Growth) $1,200 $0 $0
Kristin Rugen (Senior Director Of Finance) $0 $118,465 $15,100

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,037,988
Expenses
$5,678,621
Net Income
$2,359,367
Net Assets
$45,458,946
Notable Sources of Revenue Percent of Total Revenue
Contributions $335,056
4.2%
Program Services $5,677,928
70.6%
Investment Income $923,002
11.5%
Bond Proceeds $0
Royalties $236,516
2.9%
Rental Property Income $85,370
1.1%
Net Fundraising $0
Sales of Assets $777,175
9.7%
Net Inventory Sales $0
Other Revenue $2,941
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $374,436
6.6%
Professional Fundraising Fees $42,121
0.7%
Other Salaries and Wages $1,808,408
31.8%
Assets/Debt
Total Assets $49,850,196
Total Liabilities $4,391,250
Net Assets $45,458,946
Club or Co-Op Income
Initiation Fees & Contributions $982,000
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Juli Willeman (Executive Director (Ret. 4/2021)) $175,138 $0 $18,279
Shawn Eagleburger (Executive Director (Eff. 4/2021)) $115,786 $0 $11,610
Caroline Backer (Assistant Executive Director) $101,489 $0 $23,951
Marla Neelly Wulf (Grand President) $3,600 $0 $0
Amy Lorenzen Southerland (Grand Vp Alumnae) $2,400 $0 $0
Lisa Gamel Scott (Grand Vp Finance/Housing) $2,400 $0 $0
Alison Veit Heafitz (Grand Vp Fraternity Growth) $2,400 $0 $0
Jenn Plagman Galvin (Grand Vp Community Relations) $2,400 $0 $0
Emory Mcginnis Eison (Grand Vp Collegians) $2,400 $0 $0
Jamie Feist Daniels (Grand Vp Member Experience) $1,400 $0 $0
Kristin Rugen (Senior Director Of Finance) $0 $113,862 $13,971

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,758,615
Expenses
$7,206,134
Net Income
$1,552,481
Net Assets
$38,024,625
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,279,900
14.6%
Program Services $6,140,130
70.1%
Investment Income $712,386
8.1%
Bond Proceeds $0
Royalties $290,311
3.3%
Rental Property Income $112,221
1.3%
Net Fundraising $0
Sales of Assets $157,224
1.8%
Net Inventory Sales -$8,531
Other Revenue $74,974
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $234,550
3.3%
Professional Fundraising Fees $37,734
0.5%
Other Salaries and Wages $1,816,831
25.2%
Assets/Debt
Total Assets $42,682,229
Total Liabilities $4,657,604
Net Assets $38,024,625
Club or Co-Op Income
Initiation Fees & Contributions $665,250
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Juli Willeman (Executive Director) $179,820 $0 $15,419
Shawn Eagleburger (Sr. Director Of Strategic Initiatives) $110,271 $0 $9,719
Melissa Yost (Director Of Finance (Resign 8/19)) $61,238 $0 $6,469
Marla Neelly Wulf (Grand President) $3,000 $0 $0
Amy Lorenzen Southerland (Grand Vp Alumnae) $2,400 $0 $0
Alison Veit Heafitz (Grand Vp Fraternity Growth) $2,400 $0 $0
Jenn Plagman Galvin (Grand Vp Community Relations) $2,400 $0 $0
Emory Mcginnis Eison (Grand Vp Collegians) $2,400 $0 $0
Jamie Feist Daniels (Grand Vp Member Experience) $1,400 $0 $0
Lisa Gamel Scott (Grand Vp Finance/Housing) $1,200 $0 $0
Kristin Rugen (Director Of Finance) $0 $98,733 $11,213

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Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,274,715
Expenses
$8,686,051
Net Income
$1,588,664
Net Assets
$36,587,667
Notable Sources of Revenue Percent of Total Revenue
Contributions $988,245
9.6%
Program Services $7,789,593
75.8%
Investment Income $852,043
8.3%
Bond Proceeds $0
Royalties $325,632
3.2%
Rental Property Income $87,427
0.9%
Net Fundraising $0
Sales of Assets $239,084
2.3%
Net Inventory Sales -$13,037
Other Revenue $5,728
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $335,523
3.9%
Professional Fundraising Fees $0
Other Salaries and Wages $1,868,690
21.5%
Assets/Debt
Total Assets $40,644,921
Total Liabilities $4,057,254
Net Assets $36,587,667
Club or Co-Op Income
Initiation Fees & Contributions $728,500
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Juli Willeman (Executive Director) $199,262 $0 $15,724
Melissa Yost (Director Of Finance) $70,211 $0 $6,459
Paula Pace Shepherd (Grand President) $3,600 $0 $0
Rae Wohlhueter Maier (Grand Vp Membership) $2,400 $0 $0
Amy Lorenzen Southerland (Grand Vp Alumnae) $2,400 $0 $0
Emory Mcginnis Eison (Grand Vp Finance) $2,400 $0 $0
Marla Neelly Wulf (Grand Vp Programming) $2,400 $0 $0
Jenn Plagman Galvin (Grand Vp Communications) $2,400 $0 $0
Alison Veit Heafitz (Grand Vp Collegians) $2,400 $0 $0

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Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,819,896
Expenses
$7,738,736
Net Income
$1,081,160
Net Assets
$34,665,471
Notable Sources of Revenue Percent of Total Revenue
Contributions $844,568
9.6%
Program Services $6,786,077
76.9%
Investment Income $710,344
8.1%
Bond Proceeds $0
Royalties $323,376
3.7%
Rental Property Income $68,327
0.8%
Net Fundraising $0
Sales of Assets $55,078
0.6%
Net Inventory Sales $31,686
0.4%
Other Revenue $440
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $300,333
3.9%
Professional Fundraising Fees $0
Other Salaries and Wages $1,953,217
25.2%
Assets/Debt
Total Assets $38,066,888
Total Liabilities $3,401,417
Net Assets $34,665,471
Club or Co-Op Income
Initiation Fees & Contributions $595,568
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Juli Willeman (Executive Director) $156,730 $0 $11,882
Lyndee Downs (Sr. Director Of Finance (Res. 12/17)) $63,504 $0 $3,206
Paula Pace Shepherd (Grand President) $3,900 $0 $0
Rae Wohlhueter Maier (Grand Vp Membership) $2,600 $0 $0
Marla Neelly Wulf (Grand Vp Programming) $2,600 $0 $0
Alison Veit Heafitz (Grand Vp Collegians) $2,600 $0 $0
Amy Lorenzen Southerland (Grand Vp Alumnae) $1,400 $0 $0
Emory Mcginnis Eison (Grand Vp Finance) $1,400 $0 $0
Jenn Plagman Galvin (Grand Vp Communications) $1,200 $0 $0
Melissa Yost (Director Of Finance (Eff. 3/18)) $0 $0 $0

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Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,333,871
Expenses
$15,904,567
Net Income
-$5,570,696
Net Assets
$33,149,358
Notable Sources of Revenue Percent of Total Revenue
Contributions $859,084
8.3%
Program Services $8,482,027
82.1%
Investment Income $531,043
5.1%
Bond Proceeds $0
Royalties $334,867
3.2%
Rental Property Income $65,599
0.6%
Net Fundraising $0
Sales of Assets $4,507
0.0%
Net Inventory Sales $45,124
0.4%
Other Revenue $11,620
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $293,070
1.8%
Professional Fundraising Fees $0
Other Salaries and Wages $1,949,763
12.3%
Assets/Debt
Total Assets $37,428,859
Total Liabilities $4,279,501
Net Assets $33,149,358
Club or Co-Op Income
Initiation Fees & Contributions $775,595
Income From Public Use of Club Facilities $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,787,765
Expenses
$7,067,956
Net Income
$1,719,809
Net Assets
$37,225,425
Notable Sources of Revenue Percent of Total Revenue
Contributions $751,496
8.6%
Program Services $6,962,886
79.2%
Investment Income $752,056
8.6%
Bond Proceeds $0
Royalties $348,486
4.0%
Rental Property Income $55,763
0.6%
Net Fundraising $0
Sales of Assets -$147,405
Net Inventory Sales $53,131
0.6%
Other Revenue $11,352
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $280,164
4.0%
Professional Fundraising Fees $0
Other Salaries and Wages $2,047,380
29.0%
Assets/Debt
Total Assets $40,858,469
Total Liabilities $3,633,044
Net Assets $37,225,425
Club or Co-Op Income
Initiation Fees & Contributions $772,170
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Juli Holmes Willeman (Executive Director) $141,195 $0 $4,966
Susan Mertz (Sr. Director Of Finance) $79,847 $0 $4,860
Paula Pace Shepherd (Grand President) $3,600 $0 $0
Rae Wohlhueter Maier (Grand Vp Membership) $2,400 $0 $0
Diane Bielman (Grand Vp Alumnae) $2,400 $0 $0
Cara Sutcliffe (Grand Vp Finance) $2,400 $0 $0
Marla Neelly Wulf (Grand Vp Programming) $2,400 $0 $0
Julia Carney (Grand Vp Communications) $2,400 $0 $0
Alison Veit Heafitz (Grant Vp Collegians) $1,400 $0 $0
Cindy Rice Svec (Grand Vp Membership (2015)) $1,200 $0 $0

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Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,432,224
Expenses
$8,126,277
Net Income
$1,305,947
Net Assets
$35,919,659
Notable Sources of Revenue Percent of Total Revenue
Contributions $560,342
5.9%
Program Services $7,464,141
79.1%
Investment Income $763,590
8.1%
Bond Proceeds $0
Royalties $331,189
3.5%
Rental Property Income $49,515
0.5%
Net Fundraising $0
Sales of Assets $195,042
2.1%
Net Inventory Sales $57,151
0.6%
Other Revenue $11,254
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $248,777
3.1%
Professional Fundraising Fees $0
Other Salaries and Wages $1,839,373
22.6%
Assets/Debt
Total Assets $39,837,397
Total Liabilities $3,917,738
Net Assets $35,919,659
Club or Co-Op Income
Initiation Fees & Contributions $765,240
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Juli Holmes Willeman (Executive Director) $113,687 $0 $11,743
Susan Mertz (Controller) $78,261 $0 $5,463
Paula Pace Shepherd (Grand President) $3,600 $0 $0
Rae Wohlhueter Maier (Grand Vp Finance) $2,400 $0 $0
Diane Bielman (Grand Vp Alumnae) $2,400 $0 $0
Cindy Rice Svec (Grand Vp Membership) $2,400 $0 $0
Cara Sutcliffe (Grand Vp Collegians) $2,400 $0 $0
Marla Neelly Wulf (Grand Vp Programming) $2,400 $0 $0
Julia Carney (Grand Vp Communications) $2,400 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,610,377
Expenses
$5,580,472
Net Income
$13,029,905
Net Assets
$35,755,310
Notable Sources of Revenue Percent of Total Revenue
Contributions $481,838
2.6%
Program Services $5,595,401
30.1%
Investment Income $413,536
2.2%
Bond Proceeds $0
Royalties $317,093
1.7%
Rental Property Income $195,432
1.1%
Net Fundraising $0
Sales of Assets $11,559,893
62.1%
Net Inventory Sales $40,083
0.2%
Other Revenue $7,101
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $232,420
4.2%
Professional Fundraising Fees $0
Other Salaries and Wages $1,579,797
28.3%
Assets/Debt
Total Assets $38,550,085
Total Liabilities $2,794,775
Net Assets $35,755,310
Club or Co-Op Income
Initiation Fees & Contributions $686,280
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Juli Holmes Willeman (Executive Director) $114,641 $0 $12,008
Tim Steele (Creative Director) $105,340 $0 $4,813
Susan Mertz (Controller) $78,515 $0 $4,145
Paula Pace Shepherd (Grand President) $3,000 $0 $0
Rae Wohlhueter Maier (Grand Vp Finance) $2,400 $0 $0
Diane Bielman (Grand Vp Alumnae) $2,400 $0 $0
Cindy Rice Svec (Grand Vp Membership) $2,400 $0 $0
Cara Sutcliffe (Grand Vp Collegians) $2,400 $0 $0
Julia Carney (Grand Vp Communications) $2,400 $0 $0
Marla Neely Wulf (Grand Vp Programming) $1,400 $0 $0

Document Links

Fiscal Year Ending June
2013

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,748,769
Expenses
$5,139,116
Net Income
$2,609,653
Net Assets
$20,361,951
Notable Sources of Revenue Percent of Total Revenue
Contributions $422,860
5.5%
Program Services $4,991,220
64.4%
Investment Income $323,636
4.2%
Bond Proceeds $0
Royalties $274,017
3.5%
Rental Property Income $86,341
1.1%
Net Fundraising $0
Sales of Assets $1,621,972
20.9%
Net Inventory Sales $23,236
0.3%
Other Revenue $5,487
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $211,778
4.1%
Professional Fundraising Fees $0
Other Salaries and Wages $1,322,337
25.7%
Assets/Debt
Total Assets $22,096,923
Total Liabilities $1,734,972
Net Assets $20,361,951
Club or Co-Op Income
Initiation Fees & Contributions $609,945
Income From Public Use of Club Facilities $0

Document Links

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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