2024-11-15T14:35:28-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2023-01-01 111709989 PHI BETA SIGMA FRATERNITY INC PHIB 2027265424 145 KENNEDY STREET NW WASHINGTON DC 20011 WILLIAM J FRASIER JR INTERNATIONAL TREASURER 2027265424 2024-11-15 1 1 ROBERT WILLIAMS P01345960 5712279500 2024-11-15 2023 2024-10-15 13:58:12Z DARYL A ANDERSON SR 145 KENNEDY STREET NW WASHINGTON DC 20011 8395466 0 X WWW.PHIBETASIGMA1914.ORG X 1914 DC EXEMPLIFY THE IDEALS OF BROTHERHOOD, SCHOLARSHIP AND SERVICE TO THE GENERAL COMMUNITY. 20 20 11 50 0 0 0 0 3792432 7129516 25481 38021 557138 554303 4375051 7721840 206500 272000 0 0 891316 955206 0 0 0 2117655 4905576 3215471 6132782 1159580 1589058 10895468 10983848 5469998 3974909 5425470 7008939 X THE BROTHERS OF PHI BETA SIGMA ARE THE FRATERNITY'S MOST VALUABLE RESOURCE AND STRENGTH. THEY ARE THE PRIMARY MEANS BY WHICH THE PHI BETA SIGMA OBJECTIVES WILL BE ACHIEVED. IN ORDER TO ACCOMPLISH THE FRATERNITY'S OBJECTIVES, IT IS ESSENTIAL THAT SYSTEMS ARE INSTITUTED THAT EFFECTIVELY EMBODY "CULTURE FOR SERVICE AND SERVICE FOR HUMANITY AND PROMOTE BROTHERHOOD, SCHOLARSHIP AND SERVICE. 0 0 CONGRESSIONAL BLACK CAUCUS:FORUM DISCUSSION "REAL TALK" ON VARIOUS SUBJECT MATTERS PERTAINING TO THE STATE OF THE AFRICAN AMERICAN MALE. SIGMA WEEK ON CAPITOL HILL:APPROXIMATELY 20-25 MEMBERS OF THE FRATERNITY MEET WITH MEMBERS OF CONGRESS (20-25 CONGRESSIONAL LEADERS) 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 11 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 0 0 1 0 0 X WILLIAM FRAISER JR 2027265434 145 KENNEDY STREET NW WASHINGTON DC 20011 WILLIAM J FRASIER JR INTERNATIONAL TREASURER 20.00 0.00 X X 0 0 0 CHRIS V REY JD INTERNATIONAL PRESIDENT 15.00 0.00 X X 0 0 0 DAVID TURNER INTERNATIONAL 1ST VICE PRESIDENT 5.00 0.00 X X 0 0 0 MAX MCDANIEL 2ND VICE PRESIDENT 5.00 0.00 X X 0 0 0 MICHAEL E CRISTAL IMMEDIATE PAST PRESIDENT 5.00 0.00 X X 0 0 0 KENNEDY BARNES LEGAL COUNSEL 5.00 0.00 X X 0 0 0 CHARLES JONES GREAT LAKES REGIONAL DIRECTOR 5.00 0.00 X X 0 0 0 ETHAN MCLEAN INTL SECOND VICE PRES (AS OF 7/23) 5.00 0.00 X X 0 0 0 MONALETO IRBY DIR OF COLLEGIATE AFFS (AS OF 7/23) 5.00 0.00 X X 0 0 0 ARNESS GEORGETOWN COLLEGIATE MBR AT LG (AS OF 7/23) 5.00 0.00 X X 0 0 0 SIDNEY JACKSON WESTERN REGIONAL DIRECTOR 5.00 0.00 X 0 0 0 RICHARD BOONE SOUTHEASTERN REGIONAL DIRECTOR 5.00 0.00 X 0 0 0 BRANDON HILL SOUTHWESTERN REGIONAL DIRECTOR 5.00 0.00 X 0 0 0 JR REEVES EASTERN REGIONAL DIRECTOR 5.00 0.00 X 0 0 0 ERRICK FARMER SOUTHERN REGIONAL DIRECTOR 5.00 0.00 X 0 0 0 THEOPOLIS WOODWARD DIST SERVICE CHAPTE 5.00 0.00 X 0 0 0 JARED JACKSON COLLEGIATE MEMBER-AT-LARGE 5.00 0.00 X 0 0 0 SHAWN ADAMS COLLEGIATE MEMBER-AT-LARGE 5.00 0.00 X 0 0 0 JOSHUA A BUSBY DIRECTOR OF COLLEGIATE AFF 5.00 0.00 X 0 0 0 MALWAN JOHNSON DIRECTOR OF SOCIAL ACTION 5.00 0.00 X 0 0 0 TERRANCE GIBSON INTERNATIONAL DIR OF BIGGER & BETTER BUSINESS 5.00 0.00 X 0 0 0 MARCUS CHANAY DIRECTOR OF EDUCATION 5.00 0.00 X 0 0 0 EARL GAMBLE GULF COAST REGIONAL DIRECTOR 5.00 0.00 X 0 0 0 SIDNEY JACKSON JR WESTERN REGIONAL DIRECTOR 5.00 0.00 X 0 0 0 JAMES R REEVES EASTERN REGIONAL DIRECTOR 5.00 0.00 X 0 0 0 DR EMMANUEL ROWE DIRECTOR OF EDUCATION (AS OF 7/23) 5.00 0.00 X 0 0 0 THEOPOLIS WOODWARD DIST. SERVICE CHAPTER REPRESENTATIVE (AS OF 5.00 0.00 X 0 0 0 JARED JACKSON COLLEGIATE MBR-AT-LG (AS OF 7/23) 5.00 0.00 X 0 0 0 KEITH PITTS DISTINGUISHED SERVICE REPRESENTATIVE 5.00 0.00 X 0 0 0 VANDERBILT THOMPSON COLLEGIATE MBR-AT-LARGE (UNTIL 7/23) 5.00 0.00 X 0 0 0 JOSHUA A BUSBY DIR OF COLLEGIATE AFFS (UNTIL 7/23) 5.00 0.00 X 0 0 0 MARCUS CHANAY DIRECTOR OF EDUCATION (UNTIL 7/23) 5.00 0.00 X 0 0 0 MAX MCDANIEL 2ND VICE PRESIDENT (UNTIL 7/23) 5.00 0.00 X 0 0 0 DARYL A ANDERSON SR INTERNATIONAL EXECUTIVE DIRECTOR 40.00 0.00 X 131740 0 26468 131740 0 26468 1 0 1 0 HOUSTON MARRIOTT MARQUIS 1777 WALKER STREET HOUSTON TX 77010 CONCLAVE HOTEL 672481 HOUSTON INSPIRED CATERING LEVY FOOD SE 1001 AVENIDA DE LAS AMERICAS HOUSTON TX 77010 FOOD SERVICE / CATERING 617756 HOLMES MURPHY 39561 TREASURER CENTER CHICAGO IL 60694 CORP INSURANCE 572545 ALL SHOW PLUS 8758 CLAY ROAD UNIT 418 HOUSTON TX 77080 AUDIO VISUAL & PHOTOGRAPHY SERVICES 408723 AWARD CONCEPTS INC 110 S 11TH AVENUE ST CHARLES IL 60174 MEMBERSHIP SUPPLIES 326393 8 DUES & ASSESSMENTS 721310 3615660 3615660 EVENT REVENUE 721310 3110456 3110456 CHAPTER INSURANCE 524298 305450 305450 CHAPTER TAX & LICENSE 721310 97950 97950 7129516 38021 38021 188378 188378 5312 105992 -100680 -100680 -100680 868976 567634 301342 301342 CREDIT CARD PROCESSING 721310 73147 73147 OTHER INCOME 721310 66046 66046 CONSTITUTIONS 721310 26070 26070 165263 7721840 7027458 0 694382 150000 122000 158208 592820 8795 134016 61367 5000 43287 102461 298422 202188 31056 286279 156999 981 26017 572545 EVENT EXPENSES 2848154 PROGRAM EXPENSES 102983 CRESCENT MAGAZINE EXPEN 68158 MEMBERSHIP 65672 95374 6132782 5632849 3123997 4020917 886298 89400 101536 71383 77867 295133 89463 2565985 1476723 785786 1089262 5615425 10895468 10983848 711752 553045 4456494 3237294 301752 184570 5469998 3974909 X 5425470 7008939 5425470 7008939 10895468 10983848 1589058 32484 -38073 0 X 0 1 X 1 0 50290 50290 974549 919740 54809 580106 556983 23123 961040 961040 1089262 PUBLICLY TRADED SECURITIES 5615425 C 5615425 PAYABLES TO REGIONS 184570 184570 X 7931832 104000 104000 7827832 -105992 -105992 7721840 6310290 104000 73508 177508 6132782 0 6132782 PART X, LINE 2: THE FRATERNITY IS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(10) OF THE INTERNAL REVENUE CODE. NONPROFIT ORGANIZATIONS ARE SUBJECT TO TAX FOR UNRELATED BUSINESS INCOME. THE FRATERNITY DID NOT HAVE ANY UNRELATED BUSINESS INCOME IN 2023 AND 2022 THAT RESULTED IN A TAX LIABILITY. THE ORGANIZATION HAS EVALUATED ITS TAX POSITIONS AND DETERMINED NO UNCERTAIN TAX POSITIONS EXIST AS OF DECEMBER 31, 2023. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -105,992. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 105,992. UNREALIZED GAIN LOSS -32,484. 1 THE ROCK TEEN YOUR FOUNDATION 835 EAST LAMAR BOULEVARD SUITE 156 ARLINGTON TX 76011 814978230 501(C)(3) 25000 0 STOMP WARS SPONSORSHIP UNITED NEGRO COLLEGE FUND 1805 7TH STREET NORTHWEST WASHINGTON DC 20001 131624241 501(C)(3) 25000 0 2023 79TH ANNIVERSARY A MIND IS NATIONAL GALA-LEVEL THURGOOD MARSHALL COLLEGE FUND 901 F STREET NW SUITE 300 WASHINGTON DC 20004 411750692 501(C)(3) 25000 0 DONATION TO COMMUNITY SERVICE PARTNER MADE DURING HOUSTON CONCLAVE ONE FOUNDATION INC 1600 N CALVERT STREET BALTIMORE MD 21202 870532890 501(C)(3) 10000 0 CHARITABLE DONATION ST JUDE CHILDRENS RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 620646012 501(C)(3) 25000 0 CHARITABLE DONATION ALPHA PHI ALPHI FRATERNITY INC 2313 SAINT PAUL STREET BALTIMORE MD 21218 362105176 501(C)(7) 15000 0 CHARITABLE CONTRIBUTIONS MADE BY THE PRESIDENT DURING THE ALPHA PHI ALPHA NATIONAL CONVENTION CWM CENTENNIAL GALA LLC 1611 A ST SE WASHINGTON DC 20003 999999999 CORP 25000 0 CWM CENTENNIAL GALA SPONSORSHIP 6 2 EDUCATION SCHOLARSHIP 122 122000 PART I, LINE 2: MEMBERS OF THE FRATERNITY'S GENERAL BOARD CONFER WITH BOARD MEMBERS OF GRANT RECIPIENTS TO REVIEW HOW THE DONATED FUNDS ARE SPENT ON AN ANNUAL BASIS. PART III, COLUMN (B): 0 0 0 DARYL A ANDERSON SR INTERNATIONAL EXECUTIVE DIRECTOR 131740 0 0 0 0 0 6503 0 19965 0 158208 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A EXECUTIVE COMMITTEE - PRESIDENT, 1ST VICE-PRESIDENT, 2ND VICE-PRESIDENT, TREASURER, LEGAL COUNSEL, TWO OF THE REGIONAL DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 1) ALUMNI MEMBERS - MEMBERS ELECT THE GOVERNING BODY AND 2) COLLEGIATE MEMBERS- MEMBERS ELECT THE GOVERNING BODY FORM 990, PART VI, SECTION A, LINE 7A CHAPTERS VOTE ON BEHALF OF THE MEMBERS OF THE RESPECTIVE CHAPTERS. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS MADE BY THE GOVERNING BODY THAT IMPACT THE FRATERNITY CONSTITUTION REQUIRE APPROVAL BY THE MEMBERS OF THE FRATERNITY. FORM 990, PART VI, SECTION B, LINE 11B INITIAL INFORMATION PERTAINING TO THE FORM 990 IS FILLED OUT AND SUBMITTED BY THE DIRECTOR OF FINANCE AND INTERNATIONAL TREASURER. ONCE SUBMITTED TO CLA A DRAFT OF THE 990 IS SENT BACK TO THE INTERNATIONAL TREASURER AND INTERNATIONAL EXECUTIVE DIRECTOR FOR REVIEW. AFTER FINAL REVIEW IT IS APPROVED AND SUBMITTED TO CLA FOR FINAL SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE GENERAL BOARD ARE REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE FORM IN WHICH REQUEST THAT ANY CONFLICTS OF INTEREST ARE DISCLOSED. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS APPROVES THE APPOINTMENT, EMPLOYMENT, AND COMPENSATION OF THE EXECUTIVE DIRECTOR. PHI BETA SIGMA FRATERNITY HUMAN RESOURCE COMMITTEE, COMPLETES THE MARKET ANALYSIS FOR EMPLOYMENT COMPENSATION. COMPENSATION IS BASED ON THE COMPENSATION LEVELS OF KEY EXECUTIVES OF SIMILAR ORGANIZATIONS. REVIEWS ARE CONDUCTED ANNUALLY IN ACCORDANCE WITH PROCEDURES ESTABLISHED BY THE BOARD. ONCE COMPLETED IT'S PROVIDED TO THE GENERAL BOARD FOR ACCEPTANCE. THE PROCESS IS DOCUMENTED IN THE MINUTES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. THERE ARE NO OTHER PAID OFFICERS OF THE ORGANIZATION. THE BOARD OF DIRECTORS APPROVES ALL EMPLOYEE SALARIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.