2026-04-23T12:56:22-05:00 2025-07-31 331498605 PLANTE & MORAN PLLC 8181 E TUFTS AVE SUITE 600 DENVER CO 80237 990 2024-08-01 756026984 GAMMA PHI BETA FOUNDATION GAMM 3037991874 9155 E NICHOLS AVE 330 CENTENNIAL CO 80112 KAREN MAYO CFO 3037991874 2026-04-22 1 1 DORI J EGGETT P00645252 3037409400 2026-04-22 2024 2025-03-06 01:10:19Z KAREN MAYO 9155 E NICHOLS AVE 330 CENTENNIAL CO 80112 5091701 0 X WWW.GAMMAPHIBETA.ORG X 1959 IL MISSION: TO SUPPORT THE SUSTAINABILITY OF GAMMA PHI BETA'S EDUCATIONAL AND PHILANTHROPIC LEGACY. VISION: TO INSPIRE AND INVEST IN A CULTURE OF PHILANTHROPY FOR THE BENEFIT OF OUR SISTERHOOD. 10 10 0 90 0 0 2147583 2660404 0 300127 1006356 1207761 236163 0 3390102 4168292 1298570 1492085 0 0 699163 736483 0 0 304693 994874 773150 2992607 3001718 397495 1166574 20135534 21965483 191898 155665 19943636 21809818 MISSION: TO SUPPORT THE SUSTAINABILITY OF GAMMA PHI BETA'S EDUCATIONAL AND PHILANTHROPIC LEGACY. VISION: TO INSPIRE AND INVEST IN A CULTURE OF PHILANTHROPY FOR THE BENEFIT OF OUR SISTERHOOD. 0 0 743148 650970 300127 PHILANTHROPY - THE GAMMA PHI BETA FOUNDATION SUPPORTS THE FUNDRAISING EFFORTS OF THE SORORITY'S COLLEGIATE AND ALUMNAE CHAPTERS, WHICH GIVE TO THE SORORITY'S PHILANTHROPIC FOCUS, BUILDING STRONG GIRLS. THE FOUNDATION GRANTS FUND DONATIONS TO THE SORORITY'S NATIONAL NONPROFIT PARTNER AND LOCAL NONPROFIT ORGANIZATIONS THAT ALIGN WITH THE SORORITY'S PHILANTHROPIC FOCUS AND MISSION TO PROVIDE EXPERIENCES AND RESOURCES THAT BUILD SPIRITUAL, MENTAL, AND SOCIAL RESILIENCY IN GIRLS. 757735 516438 FINANCIAL AID - BASED ON SCHOLASTIC ACHIEVEMENT, FINANCIAL NEED, AND COMMITMENT TO THE COMMUNITY AND THE SORORITY, THE GAMMA PHI BETA FOUNDATION PROVIDES SCHOLARSHIPS TO YOUNG WOMEN FOR UNDERGRADUATE STUDY, FELLOWSHIPS FOR GRADUATE STUDY, AND LOYALTY GRANTS FOR WOMEN WHO ARE EXPERIENCING UNFORESEEN, EXTREME FINANCIAL CHALLENGES CREATED BY A HEALTH CRISIS, NATURAL DISASTER, OR OTHER UNEXPECTED LIFE CIRCUMSTANCES. 652063 324676 EDUCATIONAL AND LEADERSHIP DEVELOPMENT-THE GAMMA PHI BETA FOUNDATION IS BUILDING TOMORROW'S LEADERS BY MAKING GRANTS FOR EDUCATIONAL AND LEADERSHIP TRAINING TO BUILD SELF-ESTEEM, CONFIDENCE, AND LIFE SKILLS IN WOMEN. THE FOUNDATION ALSO MAKES GRANTS TO COLLEGIATE CHAPTERS AND HOUSE CORPORATIONS TO SUPPORT THE EDUCATIONAL PORTION OF CHAPTER HOUSING. 2152946 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 38 0 1 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 AK CA FL MD MA MI MN NH NJ NY OH PA SC TN UT WA WV GA WI ME ND NC X X KAREN MAYO 3037991874 9155 E NICHOLS AVE SUITE 330 CENTENNIAL CO 80112 STEPHANIE CARRIERE INTERNATIONAL PRESIDENT 2.00 8.00 X 0 0 0 BARBARA CHADWICK BOARD CHAIR 2.00 0.00 X 0 0 0 PAULA ROZICKI-ROBERTS TRUSTEE 2.00 0.00 X 0 0 0 HEATHER SWINDELLS TRUSTEE 2.00 0.00 X 0 0 0 JESSICA BUDZIANOWSKI TRUSTEE 2.00 0.00 X 0 0 0 KATHLEEN COLITZ TRUSTEE 2.00 0.00 X 0 0 0 ANNABEL JONES TRUSTEE 2.00 0.00 X 0 0 0 SUSAN GRANT SCHNEIDER TRUSTEE 2.00 0.00 X 0 0 0 DENISE VOLLERT-PARROTTO TRUSTEE 2.00 0.00 X 0 0 0 TERESA HANEY INTERNATIONAL COUNCIL REPRESENTATIVE 2.00 2.00 X 0 0 0 MEGAN WICK CHIEF EXECUTIVE OFFICER 12.00 28.00 X 0 257500 18701 KAREN MAYO CHIEF FINANCIAL OFFICER 12.00 28.00 X 0 142490 23429 KENDRA BOCHER CHIEF ADMINISTRATION OFFIC 0.00 40.00 X 0 103589 19872 DEXTER BUSH-SCOTT CHIEF HOUSING OFFICER 0.00 40.00 X 0 113819 12959 TARA FORISTAL CHIEF MARKETING OFFICER 6.00 34.00 X 0 150408 6024 SAMANTHA KELTNER CHIEF EXPERIENCE OFFICER 0.00 40.00 X 0 150497 13252 ELIZABETH VAUGHN CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 0 121637 20411 0 1039940 114648 0 0 1 0 0 2660404 50165 2660404 ADMINISTRATION FEES 900099 300127 300127 300127 507118 507118 1624052 923409 700643 700643 700643 4168292 300127 0 1207761 966996 966996 525089 525089 588736 235500 202276 150960 21718 8687 7462 5569 80716 32287 27732 20697 45313 18126 15568 11619 11855 11855 32299 32299 76569 76569 56421 22829 10763 22829 192 192 6344 34 4425 1885 140636 57502 22955 60179 55825 34236 21589 35300 35300 ADMINISTRATION FEE 300128 284628 15500 BANK AND FINANCE CHARGE 18440 18440 FILING FEES 10443 10443 EVENTS 5517 4375 1142 23181 1268 13881 8032 3001718 2152946 544079 304693 X 246145 87229 447356 414584 207155 440144 28105 17110 19206773 21006416 20135534 21965483 39548 64713 152350 90952 191898 155665 X 440832 428471 19502804 21381347 19943636 21809818 20135534 21965483 X 1166574 750473 -50865 X 0 1 X 1 0 X 1729027 2276551 6617024 2147583 2660404 15430589 1729027 2276551 6617024 2147583 2660404 15430589 4520715 10909874 265279 264956 363064 520059 507118 1920476 17351065 819881 0.62880 0.61240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18726069 715699 1881665 697026 20626407 17106554 271864 1987828 640177 18726069 12389380 4327333 806586 416745 17106554 13959077 283152 -1610878 241471 500 12389380 11221980 1254279 2261888 766022 13048 13959077 0.01000 0.99000 0.00000 1 0 0 DUE TO AFFILIATES 90952 90952 4862908 750473 20712 771185 4091723 76569 76569 4168292 2996726 71577 71577 2925149 76569 76569 3001718 PART V, LINE 4: GAMMA PHI BETA FOUNDATION'S ENDOWED FUNDS CONSIST OF INDIVIDUAL FUNDS ESTABLISHED TO PROVIDE CHARITABLE AND EDUCATIONAL FUNDING FOR LEADERSHIP DEVELOPMENT PROVIDED THROUGH GAMMA PHI BETA SORORITY; FINANCIAL AID FOR MEMBERS IN THE FORM OF GRADUATE FELLOWSHIPS, UNDERGRADUATE SCHOLARSHIPS, AND LOYALTY GRANTS; AND PHILANTHROPIC OPPORTUNITIES THAT INSPIRE THE FEMALE LEADERS OF TOMORROW. THE FOUNDATION'S BOARD OF TRUSTEES AND GRANTS COMMITTEE ENSURE THESE FUNDS ARE USED ACCORDING TO DONOR RESTRICTIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN RESTRICTED FUNDS 20,712. PART XII, LINE 2D - OTHER ADJUSTMENTS: UNCOLLECTIBLE PLEDGES 50,865. CHANGE IN RESTRICTED FUNDS 20,712. 1 GIRLS ON THE RUN INTERNATIONAL PO BOX 30667 PMB65493 CHARLOTTE NC 28230 562201835 501(C)3 648950 0 PHILANTHROPY GAMMA PHI BETA SORORITY 9155 E NICHOLS AVE SUITE 330 CENTENNIAL CO 80112 362426170 501(C)7 315391 0 LEADERSHIP 1 1 GRANT - FINANICAL AID 141 451945 GRANT - LOYALTY 46 73144 PART I, LINE 2: AS WE PURSUE GAMMA PHI BETA FOUNDATION'S GOALS, WE TAKE ALL REASONABLE MEASURES TO FULFILL OUR RESPONSIBILITIES AS A TAX EXEMPT ORGANIZATION. TO ENSURE THE APPROPRIATE USE OF OUR GRANT FUNDS, THE FOUNDATION HAS EXTENSIVE PROCEDURES INCLUDING CHECKING THE MEMBER STATUS OF FINANCIAL AID APPLICANTS AND WRITING AWARD CHECKS DIRECTLY TO THE ACADEMIC INSTITUTION. FOR GRANTS DIRECTLY TO THE GAMMA PHI BETA SORORITY, AN APPLICATION PROCESS TAKES PLACE INCLUDING REVIEW AND APPROVAL BY THE BOARD OF TRUSTEES AND REQUIRED ANNUAL REPORTS FROM THE SORORITY AT THE END OF EACH FISCAL YEAR DETAILING THE USE OF GRANT FUNDS. 0 0 0 0 0 0 0 0 0 MEGAN WICK CHIEF EXECUTIVE OFFICER 0 257500 0 0 0 0 0 10300 0 8401 0 276201 0 0 KAREN MAYO CHIEF FINANCIAL OFFICER 0 142490 0 0 0 0 0 6081 0 17348 0 165919 0 0 SAMANTHA KELTNER CHIEF EXPERIENCE OFFICER 0 150497 0 0 0 0 0 6139 0 7113 0 163749 0 0 TARA FORISTAL CHIEF MARKETING OFFICER 0 140408 0 10000 0 0 0 6024 0 0 0 156432 0 0 X 4 50165 SALE PRICE OF STOCK 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 PURSUANT TO ARTICLE III, SECTION 1 OF THE FOUNDATION BYLAWS, CERTAIN SIGNIFICANT DECISIONS OF THE GOVERNING BODY ARE RATIFIED BY INTERNATIONAL COUNCIL OF GAMMA PHI BETA SORORITY (THE "INTERNATIONAL COUNCIL"), WHICH MAKES INTERNATIONAL COUNCIL MEMBERS OF THE FOUNDATION FOR 990 REPORTING PURPOSES, NOTWITHSTANDING ARTICLE II, SECTION 1 WHICH SAYS "THE FOUNDATION SHALL HAVE NO MEMBERS." FORM 990, PART VI, SECTION A, LINE 7A VOTING MEMBERS OF THE FOUNDATION'S BOARD OF TRUSTEES ARE REVIEWED AND APPROVED BY THE INTERNATIONAL COUNCIL. THE INTERNATIONAL COUNCIL ALSO APPOINTS THE FOUNDATION CHAIR. FORM 990, PART VI, SECTION A, LINE 7B PURSUANT TO ARTICLE III, SECTION 1 OF THE FOUNDATION BYLAWS, INTERNATIONAL COUNCIL SHALL RATIFY THE FOLLOWING ACTIONS OF THE FOUNDATION (I) AMENDING THE ARTICLES OF INCORPORATION IN ACCORDANCE WITH ARTICLE VIII OF THE BYLAWS; (II) AMENDING THE BYLAWS IN ACCORDANCE WITH ARTICLE VIII OF THE BYLAWS; (III) DISSOLVING THE FOUNDATION; AND (IV) DISTRIBUTING, SELLING, CONTRIBUTING OR OTHERWISE DISPOSING OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE GOVERNING BODY FOR REVIEW PRIOR TO FILING AND THE FINAL VERSION IS PROVIDED TO EACH BOARD MEMBER AFTER FILING. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: CONFLICT OF INTEREST POLICY IS REVIEWED WITH THE BOARD ANNUALLY. THE POLICY APPLIES TO BOARD MEMBERS, CHIEF EXECUTIVE OFFICER, AND KEY EMPLOYEES. INDIVIDUALS WITH A CONFLICT EXCUSE THEMSELVES FROM THE DELIBERATIONS AND DECISIONS. FORM 990, PART VI, SECTION B, LINE 15A REVIEW OF CHIEF EXECUTIVE OFFICER AND OTHER OFFICER COMPENSATION: ALL STAFF ARE EMPLOYED BY GAMMA PHI BETA SORORITY AND ARE SHARED WITH THE FOUNDATION AS DOCUMENTED IN A MEMORANDUM OF UNDERSTANDING. THE SORORITY'S GOVERNING BODY (INTERNATIONAL COUNCIL) CONDUCTS THE CHIEF EXECUTIVE OFFICER'S PERFORMANCE REVIEW ANNUALLY. THEY DETERMINE COMPENSATION ADJUSTMENTS BASED ON PERFORMANCE. TOTAL SALARIES AND BENEFITS ARE ALSO APPROVED BY INTERNATIONAL COUNCIL DURING THE BUDGET PROCESS. COMPENSATION ADJUSTMENTS FOR INDIVIDUAL STAFF MEMBERS ARE DETERMINED BY THE CHIEF EXECUTIVE OFFICER ANNUALLY. REASONABLENESS OF COMPENSATION IS DETERMINED BY COMPARING COMPENSATION TO NATIONAL AVERAGES AS PROVIDED BY ADP TOTAL SOURCE, THE ORGANIZATION'S PROFESSIONAL EMPLOYER ORGANIZATION (PEO). FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: UNCOLLECTIBLE PLEDGES -50,865. GAMMA PHI BETA SORORITY 9155 E NICHOLS AVE SUITE 330 CENTENNIAL CO 80112 362426170 SORORITY IL 501(C)(7) LINE 7 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0 GAMMA PHI BETA SORORITY O 736472 CASH GAMMA PHI BETA SORORITY P 106229 CASH GAMMA PHI BETA SORORITY B 315391 CASH