HONOR SOCIETY OF PHI KAPPA PHI: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HONOR SOCIETY OF PHI KAPPA PHI (EIN 95-1856406)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-03-20
- IRS object ID
- 202440809349300249
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-20T16:53:47-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 MAIN STREET SUITE 2150 | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951856406 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HONOR SOCIETY OF PHI KAPPA PHI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HONO | BusinessNameControlTxt |
| Phone | 2253884917 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7576 GOODWOOD BLVD | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70806 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRADLEY R NEWCOMER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR/CEO | PersonTitleTxt |
| Phone | 2253884917 | PhoneNum |
| Signature | 2024-03-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRADLEY | PersonFirstNm |
| Person Last | NEWCOMER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN HOOKS | PreparerPersonNm |
| PTIN | P00746825 | PTIN |
| Phone | 2253444000 | PhoneNum |
| Preparation | 2024-03-05 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRADLEY R NEWCOMER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7576 GOODWOOD BLVD | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,768,668 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 3488 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PHIKAPPAPHI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | LA | LegalDomicileStateCd |
| Activity Or Mission | TO RECOGNIZE AND PROMOTE ACADEMIC EXCELLENCE IN ALL FIELDS OF HIGHEREDUCATION AND TO ENGAGE THE COMMUNITY OF SCHOLARS IN SERVICE TOOTHERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 26 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $92,404 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,063,949 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,894,741 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $135,340 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,091,260 | PYInvestmentIncomeAmt |
| CY Investment Income | $97,289 | CYInvestmentIncomeAmt |
| PY Other Revenue | $154,455 | PYOtherRevenueAmt |
| CY Other Revenue | $180,725 | CYOtherRevenueAmt |
| PY Total Revenue | $6,309,664 | PYTotalRevenueAmt |
| CY Total Revenue | $3,308,095 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,048,610 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,197,491 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,244,316 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,226,953 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $173,888 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,038,824 | PYOtherExpensesAmt |
| CY Other Expenses | $2,593,108 | CYOtherExpensesAmt |
| PY Total Expenses | $5,331,750 | PYTotalExpensesAmt |
| CY Total Expenses | $6,017,552 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $977,914 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,709,457 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $65,517,375 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,755,335 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,334,346 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,381,171 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $54,183,029 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $56,374,164 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO RECOGNIZE AND PROMOTE ACADEMIC EXCELLENCE IN ALL FIELDS OF HIGHEREDUCATION AND TO ENGAGE THE COMMUNITY OF SCHOLARS IN SERVICE TOOTHERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,878,879 | ExpenseAmt |
| Grant | $1,197,491 | GrantAmt |
| Revenue | $135,340 | RevenueAmt |
| Desc | PKP RECOGNIZES AND PROMOTES ACADEMIC EXCELLENCE IN ALL FIELDS OF HIGHER EDUCATION AND ENGAGES THE COMMUNITY OF SCHOLARS IN SERVICES TO OTHERS. THE HONOR SOCIETY OF PHI KAPPA PHI (PKP) SUPPORTS OVER 300 CHAPTERS AT COLLEGES AND UNIVERSITIES ACROSS THE UNITED STATES, ITS TERRITORIES IN GUAM AND PUERTO RICO, AND IN THE PHILIPPINES. COLLECTIVELY, PKP AND ITS CHAPTERS PROMOTE ACADEMIC EXCELLENCE AND PROVIDE MEMBERSHIP BENEFITS TO ITS NEARLY 100,000 MEMBERS.SINCE 1932 PKP HAS SUPPORTED THE EDUCATIONAL PURSUITS OF ITS MEMBERS THROUGH ROBUST AND COMPETITIVE AWARD AND GRANT PROGRAMS. THE SOCIETY AWARDS OVER $1 MILLION EACH YEAR TO OUTSTANDING STUDENTS, MEMBERS, CHAPTERS, AND ORGANIZATIONS BY WAY OF ACADEMIC FELLOWSHIPS, FACULTY SABBATICALS, AWARDS, AND GRANTS. FROM FELLOWSHIPS UP TO $35,000 TO $1,000 STUDY ABROAD GRANTS TO $1,000 LOVE OF LEARNING GRANTS, THE SOCIETY HAS A LONG HISTORY OF SUPPORTING THE EDUCATIONAL PURSUITS OF ITS MEMBERS.PKP'S 322 CHAPTERS ARE ENCOURAGED TO SPONSOR CAMPUS AND COMMUNITY EVENTS THAT RECOGNIZE AND PROMOTE ACADEMIC EXCELLENCE AND COMMUNITY ENGAGEMENT. PKP SUPPORTS ITS CHAPTERS BY PROVIDING TRAINING TO STRENGHTEN CHAPTERS AND PROMOTE ITS MISSION ON NUMEROUS COLLEGE AND UNIVERSITY CAMPUSES BY DEVELOPING LEADERSHIP STRATEGIES AND OUTREACH OPPORTUNITIES FOR THEIR CHAPTERS AND MEMBERS. | Desc |
| Total Program Service Expenses | $3,878,879 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 26 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAD JEWELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2253884917 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7576 GOODWOOD BLVD | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70806 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JOANN CANALES PHD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATTIA MIGLIORE PHD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PHILIP PHILLIPS PHD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RON TULLEY PHD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LESLIE ZENK PHD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALEX SHANTIAI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RUTH NICHOLS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LORA BECKER PHD | ||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SHARHONDA RUSH MBA | ||||||
| PRESIDENT-ELECT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAN SANDWEISS PHD | ||||||
| PAST PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GEORGE RANDELS PHD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRADLEY R NEWCOMER PHD MBA | ||||||
| EXECUTIVE DIRECTOR/SECRETARY | 48.00 | $240,308 | $0 | $8,378 | Yes (X) | |
| TRACI NAVARRE | ||||||
| CHIEF OPERATING OFFICER | 45.00 | $159,453 | $0 | $25,918 | Yes (X) | |
| BRAD JEWELL | ||||||
| CHIEF FINANCIAL OFFICER/TREASURER | 50.00 | $183,154 | $0 | $28,525 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $582,915 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $62,821 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FRANKLIN PRESS INC | |||||
| PO BOX 1269 | BATON ROUGE | LA | 70821 | MARKETING AND PRINTING | $467,335 |
| LSC COMMUNICATIONS US LLC | |||||
| PO BOX 932987 | CLEVELAND | OH | 44193 | FORUM MAGAZINE | $191,540 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $2,559,610 | MembershipDuesAmt |
| All Other Contributions | $335,131 | AllOtherContributionsAmt |
| Total Contributions | $2,894,741 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONVENTION REVENUE | 900099 | $61,281 | $61,281 |
| MISCELLANEOUS REVENUE | 900099 | $43,473 | $43,473 |
| CHARTER & PETITION FEES | 900099 | $19,250 | $19,250 |
| FUNDS FROM WITHDRAWN CHAPTERS | 900099 | $11,336 | $11,336 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $135,340 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,482,823 | TotalRevenueColumnAmt |
| Exclusion | $1,482,823 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $244,123 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $92,404 | UnrelatedBusinessRevenueAmt |
| Exclusion | $151,719 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,385,534 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,385,534 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,385,534 | TotalRevenueColumnAmt |
| Exclusion | -$1,385,534 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $11,641 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $75,039 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$63,398 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$63,398 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,308,095 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $71,942 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $92,404 | UnrelatedBusinessRevenueAmt |
| Exclusion | $249,008 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
| Program Services | $100,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,061,491 | TotalAmt |
| Program Services | $1,061,491 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,000 | TotalAmt |
| Program Services | $36,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $582,916 | TotalAmt |
| Program Services | $277,533 | ProgramServicesAmt |
| Management And General | $247,091 | ManagementAndGeneralAmt |
| Fundraising | $58,292 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,086,924 | TotalAmt |
| Program Services | $779,092 | ProgramServicesAmt |
| Management And General | $277,403 | ManagementAndGeneralAmt |
| Fundraising | $30,429 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,138 | TotalAmt |
| Program Services | $88,054 | ProgramServicesAmt |
| Management And General | $43,690 | ManagementAndGeneralAmt |
| Fundraising | $7,394 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287,778 | TotalAmt |
| Program Services | $176,721 | ProgramServicesAmt |
| Management And General | $96,218 | ManagementAndGeneralAmt |
| Fundraising | $14,839 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,197 | TotalAmt |
| Program Services | $82,397 | ProgramServicesAmt |
| Management And General | $40,882 | ManagementAndGeneralAmt |
| Fundraising | $6,918 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,533 | TotalAmt |
| Management And General | $38,533 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,162 | TotalAmt |
| Management And General | $49,162 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,946 | TotalAmt |
| Management And General | $60,946 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $479,790 | TotalAmt |
| Program Services | $327,378 | ProgramServicesAmt |
| Management And General | $150,074 | ManagementAndGeneralAmt |
| Fundraising | $2,338 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,186 | TotalAmt |
| Program Services | $79,508 | ProgramServicesAmt |
| Fundraising | $53,678 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $716,901 | TotalAmt |
| Program Services | $340,547 | ProgramServicesAmt |
| Management And General | $376,354 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,858 | TotalAmt |
| Program Services | $59,262 | ProgramServicesAmt |
| Management And General | $324,596 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,553 | TotalAmt |
| Management And General | $62,553 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $470,896 | TotalAmt |
| Program Services | $470,896 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,760 | TotalAmt |
| Management And General | $75,760 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,793 | TotalAmt |
| Management And General | $27,793 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Total | $93,730 | TotalAmt |
| Management And General | $93,730 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,017,552 | TotalAmt |
| Program Services | $3,878,879 | ProgramServicesAmt |
| Management And General | $1,964,785 | ManagementAndGeneralAmt |
| Fundraising | $173,888 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,701 | BOYAmt |
| EOY | $211,988 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $374,367 | BOYAmt |
| EOY | $412,399 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,746 | BOYAmt |
| EOY | $13,161 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,568 | BOYAmt |
| EOY | $156,043 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,763,659 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,384,040 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,422,584 | BOYAmt |
| EOY | $1,379,619 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,202,701 | BOYAmt |
| EOY | $65,504,560 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,708 | BOYAmt |
| EOY | $77,565 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,517,375 | BOYAmt |
| EOY | $67,755,335 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $446,369 | BOYAmt |
| EOY | $412,255 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,798,377 | BOYAmt |
| EOY | $10,823,157 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,600 | BOYAmt |
| EOY | $128,528 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $17,231 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,334,346 | BOYAmt |
| EOY | $11,381,171 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,167,200 | BOYAmt |
| EOY | $53,199,886 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,015,829 | BOYAmt |
| EOY | $3,174,278 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,183,029 | BOYAmt |
| EOY | $56,374,164 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,517,375 | BOYAmt |
| EOY | $67,755,335 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,709,457 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,900,592 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,795,463 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,615,058 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,353,422 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,063,949 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,894,741 | CurrentTaxYearAmt |
| Total | $15,722,633 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,795,463 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,615,058 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,353,422 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,063,949 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,894,741 | CurrentTaxYearAmt |
| Total | $15,722,633 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $832,612 | SubstantialContributorsTotAmt |
| Public Support Total170 | $14,890,021 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $754,203 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $751,230 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,145,661 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,207,342 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,634,542 | CurrentTaxYearAmt |
| Total | $7,492,978 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $23,215,611 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $239,443 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.64140 | PublicSupportCY170Pct |
| Public Support PY170 | 0.66630 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,698,630 | BeginningYearBalanceAmt |
| Contributions | $128,566 | ContributionsAmt |
| Investment Earnings Or Losses | $3,043,102 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,197,491 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $415,628 | AdministrativeExpensesAmt |
| End Year Balance | $37,257,179 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,368,238 | BeginningYearBalanceAmt |
| Contributions | $76,763 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,840,457 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,048,610 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $857,304 | AdministrativeExpensesAmt |
| End Year Balance | $35,698,630 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,147,139 | BeginningYearBalanceAmt |
| Contributions | $6,413,780 | ContributionsAmt |
| Investment Earnings Or Losses | $1,962,819 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $155,500 | GrantsOrScholarshipsAmt |
| End Year Balance | $43,368,238 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,403,091 | BeginningYearBalanceAmt |
| Contributions | $451,405 | ContributionsAmt |
| Investment Earnings Or Losses | $1,676,157 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $826,423 | GrantsOrScholarshipsAmt |
| Other Expenditures | $12,196 | OtherExpendituresAmt |
| Administrative Expenses | $544,895 | AdministrativeExpensesAmt |
| End Year Balance | $35,147,139 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,607,325 | BeginningYearBalanceAmt |
| Contributions | $856,222 | ContributionsAmt |
| Investment Earnings Or Losses | $2,210,841 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $753,768 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,881 | OtherExpendituresAmt |
| Administrative Expenses | $509,648 | AdministrativeExpensesAmt |
| End Year Balance | $34,403,091 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.90020 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.09980 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $114,000 | OtherCostOrOtherBasisAmt |
| Book Value | $114,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,438,395 | OtherCostOrOtherBasisAmt |
| Depreciation | $585,945 | DepreciationAmt |
| Book Value | $852,450 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $792,893 | OtherCostOrOtherBasisAmt |
| Depreciation | $734,410 | DepreciationAmt |
| Book Value | $58,483 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $418,371 | OtherCostOrOtherBasisAmt |
| Depreciation | $63,685 | DepreciationAmt |
| Book Value | $354,686 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,379,619 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE RIGHT-OF-USE LIABILITIES | Desc |
| Amt | $17,231 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $17,231 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,222,782 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,900,592 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $75,039 | OtherRevenueAmt |
| Revenue Not Reported | $4,975,631 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,247,151 | RevenueSubtotalAmt |
| Other Revenues Not Included | $60,944 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $60,944 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,308,095 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,031,647 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $75,039 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $75,039 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,956,608 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $60,944 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $60,944 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,017,552 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE SOCIETY HOLDS IN ESCROW, DUES AND CONTRIBUTIONS RECEIVED FOR CHAPTERS THAT ARE CURRENTLY INACTIVE OR DO NOT MAINTAIN OFFICERS. ONCE THE CHAPTER HAS BEEN REACTIVATED OR APPOINTS NEW OFFICERS, THE ESCROW FUNDS ARE SENT TO THE CHAPTER. |
| PART X, LINE 2: | UNCERTAIN TAX POSITIONS ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ENTITY IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COGS RECLASS |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | BROKER FEES RECLASS |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COGS RECLASS |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | BROKER FEES RECLASS |
| PART V, LINE 4 | THE ENDOWMENTS ARE USED FOR THE SOCIETY'S TAX EXEMPT PURPOSE: TO RECOGNIZE AND PROMOTE ACADEMIC EXCELLENCE IN ALL FIELDS OF HIGHER EDUCATION AND TO ENGAGE THE COMMUNITY OF SCHOLARS IN SERVICE TO OTHERS. AS PART OF THE MISSION, THE ORGANIZATION GIVES OUT APPROXIMATELY $1 MILLION ANNUALLY IN ACADEMIC FELLOWSHIPS, AWARDS, AND GRANTS. |
| PART X, LINE 2 | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ENTITY IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (11 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | GRANTMAKING | $1,500 |
| EAST ASIA AND THE PACIFIC | GRANTMAKING | $27,500 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | GRANTLMAKING | $1,000 |
| MIDDLE EAST AND NORTH AFRICA | GRANTMAKING | $10,000 |
| NORTH AMERICA | GRANTMAKING | $3,500 |
| RUSSIA AND NEIGHBORING STATES | GRANTMAKING | $1,000 |
| SOUTH AMERICA | GRANTMAKING | $500 |
| SOUTH ASIA | GRANTMAKING | $34,500 |
| SUB-SAHARAN AFRICA | GRANTMAKING | $7,000 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | FUNDRAISING ACTIVITIES | |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | FUNDRAISING ACTIVITIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $79,500 | SubtotalSpentAmt |
| Continuation Spent | $7,000 | ContinuationSpentAmt |
| Total Spent | $86,500 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| LOVE OF LEARNING GRANT AND GRADUATE RESEARCH | NORTH AMERICA | 3 | $3,500 | ACH |
| LOVE OF LEARNING GRANT | EUROPE (INCLUDING ICELAND & GREENLAND) | 2 | $1,000 | ACH |
| LOVE OF LEARNING GRANT | RUSSIA | 2 | $1,000 | ACH |
| LOVE OF LEARNING GRANT, GRADUATE RESEARCH, DISSERTATION ASSISTANCE, STUDY ABROAD | EAST ASIA AND THE PACIFIC | 12 | $27,500 | ACH |
| LOVE OF LEARNING GRANT, GRADUATE RESEARCH, DISSERATION ASSISTANCE, STUDY ABROAD, FELLOWSHIP ASSISTANCE | SOUTH ASIA | 10 | $34,500 | ACH |
| LOVE OF LEARNING GRANT | SOUTH AMERICA | 1 | $500 | ACH |
| LOVE OF LEARNING GRANT, GRADUATE RESEARCH, STUDY ABROAD | SUB-SAHARAN AFRICA | 8 | $7,000 | ACH |
| GRADUATE RESEARCH | CENTRAL AMERICA | 1 | $1,500 | ACH |
| DISSERTATION ASSISTANCE | MIDDLE EAST | 1 | $10,000 | ACH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | ALL AWARD RECIPIENTS ARE REQUIRED TO SUBMIT A YEAR-END REPORT DETAILING THEIR EXPERIENCE FOR THE SOCIETY'S RECORDS AND MARKETING PURPOSES. THE SOCIETY'S AWARDS PROGRAM IS DIVERSE AND SO IS THE REQUIRED YEAR-END DOCUMENTATION FOR ANY GIVEN PROGRAM. FOR EXAMPLE, THE FELLOWSHIP PROGRAM REQUIRES FURTHER DETAILS SUCH AS A CERTIFICATE OF REGISTRATION TO BE COMPLETED IN CONJUNCTION WITH THE UNIVERSITY'S REGISTRAR CERTIFYING MATRICULATION INTO GRADUATE SCHOOL. ANOTHER EXAMPLE IS THE LITERACY GRANT PROGRAM IN WHICH RECIPIENTS MUST PROVIDE ITEMIZED RECEIPTS IN ADDITION TO A YEAR-END REPORT AT THE CONCLUSION OF THE PROJECT. FINALLY, WE RANDOMLY SELECT RECIPIENTS TO BE FEATURED IN VARIOUS MARKETING COLLATERAL SUCH AS BLOG AND SOCIAL MEDIA TESTIMONIALS, FORUM FEATURE ARTICLES, AND VIDEOS OUTLINING THEIR EXPERIENCE TO BE USED TO PROMOTE THE AWARDS PROGRAM. |
| PART I, LINE 3: | THE TAXPAYER USES THE ACCRUAL METHOD TO ACCOUNT FOR EXPENDITURES. |
| PART III ACCOUNTING METHOD: | |
| PART III | THE TAXPAYER USES THE ACCRUAL METHOD TO ACCOUNT FOR EXPENDITURES. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOB CARTER COMPANIES LLC DBA CARTER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2145 14TH AVENUE SUITE 26 | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | STRATEGIC FUNDRAISING CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $17,100 | RetainedByContractorAmt |
| Net To Organization | -$17,100 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $17,100 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$17,100 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LONGWOOD UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 HIGH STREET | AddressLine1Txt |
| City | FARMVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23909 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 546001788 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $100,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | EXCELLENCE IN INNOVATION AWARD | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| LITERACY PROGRAM | 16 | $31,991 | |
| FELLOWSHIPS FOR FIRST-YEAR GRADUATE STUDENTS | 61 | $652,000 | $0 |
| INTERNSHIP PROGRAM | 119 | $119,000 | |
| LOVE OF LEARNING PROGRAM | 178 | $89,000 | |
| FUNDS FOR GRADUATE STUDENT RESEARCH | 12 | $18,000 | |
| DISSERTATION FELLOWSHIP PROVIDES FUNDS FOR MEMBERS WHO ARE DOCTORAL CANDIDATES AND ARE COMPLETING DISSERTATIONS | 10 | $100,000 | |
| SCHOLAR/ARTIST SERVICE AWARD | 2 | $2,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | ALL AWARD RECIPIENTS ARE REQUIRED TO SUBMIT A YEAR-END REPORT DETAILING THEIR EXPERIENCE FOR THE SOCIETY'S RECORDS AND MARKETING PURPOSES. THE SOCIETY'S AWARDS PROGRAM IS DIVERSE AND SO IS THE REQUIRED YEAR-END DOCUMENTATION FOR ANY GIVEN PROGRAM. FOR EXAMPLE, THE FELLOWSHIP PROGRAM REQUIRES FURTHER DETAILS SUCH AS A CERTIFICATE OF REGISTRATION TO BE COMPLETED IN CONJUNCTION WITH THE UNIVERSITY'S REGISTRAR CERTIFYING MATRICULATION INTO GRADUATE SCHOOL. ANOTHER EXAMPLE IS THE LITERACY GRANT PROGRAM IN WHICH RECIPIENTS MUST PROVIDE ITEMIZED RECEIPTS IN ADDITION TO A YEAR-END REPORT AT THE CONCLUSION OF THE PROJECT. FINALLY, WE RANDOMLY SELECT RECIPIENTS TO BE FEATURED IN VARIOUS MARKETING COLLATERAL SUCH AS BLOG AND SOCIAL MEDIA TESTIMONIALS, FORUM FEATURE ARTICLES, AND VIDEOS OUTLINING THEIR EXPERIENCE TO BE USED TO PROMOTE THE AWARDS PROGRAM. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRADLEY R NEWCOMER PHD MBA | ||||||||||||||
| EXECUTIVE DIRECTOR/SECRETARY | $240,308 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $8,378 | $0 | $248,686 | $0 | $0 | $0 |
| BRAD JEWELL | ||||||||||||||
| CHIEF FINANCIAL OFFICER/TREASURER | $183,154 | $0 | $0 | $0 | $0 | $0 | $20,147 | $0 | $8,378 | $0 | $211,679 | $0 | $0 | $0 |
| TRACI NAVARRE | ||||||||||||||
| CHIEF OPERATING OFFICER | $159,453 | $0 | $0 | $0 | $0 | $0 | $17,540 | $0 | $8,378 | $0 | $185,371 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE BOARD OF DIRECTORS IS THE AUTHORIZED BODY TO APPROVE THE COMPENSATION OF SOCIETY OFFICERS. THE BOARD HAS AUTHORIZED THE HUMAN RESOURCES COMMITTEE ("HRC") TO PREPARE AND REVIEW COMPENSATION DATA AND INFORMATION ASSOCIATED WITH THE REBUTTABLE PRESUMPTION PROCESS AND PROVIDE COMPENSATION RECOMMENDATIONS TO THE BOARD FOR FINAL APPROVAL OF OFFICER COMPENSATION. FINAL APPROVAL AND MODIFICATIONS, IF ANY, TO THE HRC'S COMPENSATION RECOMMENDATIONS RESTS WITH THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS AND THE HRC UTILIZE COMPARABILITY DATA SUCH AS COMPENSATION SURVEYS AND THE IRS FORM 990 OF OTHER SIMILAR ORGANIZATIONS TO ANALYZE AND SET EXECUTIVE COMPENSATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE HONOR SOCIETY OF PHI KAPPA PHI HAS 99,282 ACTIVE DUES-PAYING MEMBERS AND 322 ACTIVE CHAPTERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | PHI KAPPA PHI MEMBERS, THROUGH THEIR PHI KAPPA PHI DELEGATES, VOTE FOR ALL BOARD POSITIONS. |
| FORM 990, PART VI, SECTION A, LINE 7B | SOCIETY MEMBERS (REPRESENTED BY CHAPTER OFFICERS) NEED TO APPROVE CHANGES TO THE SOCIETY'S BY-LAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS SENT ELECTRONICALLY TO ALL BOARD MEMBERS FOR REVIEW AND COMMENTS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY. ONCE A YEAR, MEMBERS OF THE STAFF AND THE BOARD OF DIRECTORS ARE ASKED TO DISCLOSE, BY SIGNING A FORM, ANY INTERESTS THAT WOULD GIVE RISE TO CONFLICTS. THE BOARD OF DIRECTORS WILL REVIEW ANY DISCLOSURES AND DETERMINE IF A CONFLICT OF INTEREST EXISTS. IF A CONFLICT EXISTS, THE BOARD OF DIRECTORS WILL LOOK FOR OTHER OPTIONS. IF OTHER OPTIONS ARE NOT REASONABLE, THE CONFLICTED PERSON WILL BE RECUSED FROM THE DISCUSSION AND VOTE ON ANY PROPOSED TRANSACTION OR ARRANGEMENT INVOLVING THE CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS IS THE AUTHORIZED BODY TO APPROVE THE COMPENSATION OF SOCIETY OFFICERS. THE BOARD HAS AUTHORIZED THE HUMAN RESOURCES COMMITTEE ("HRC") TO PREPARE AND REVIEW COMPENSATION DATA AND INFORMATION ASSOCIATED WITH THE REBUTTABLE PRESUMPTION PROCESS AND PROVIDE COMPENSATION RECOMMENDATIONS TO THE BOARD FOR FINAL APPROVAL OF OFFICER COMPENSATION. FINAL APPROVAL AND MODIFICATIONS, IF ANY, TO THE HRC'S COMPENSATION RECOMMENDATIONS RESTS WITH THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS AND THE HRC UTILIZE COMPARABILITY DATA SUCH AS COMPENSATION SURVEYS AND THE IRS FORM 990 OF OTHER SIMILAR ORGANIZATIONS TO ANALYZE AND SET EXECUTIVE COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S BY-LAWS, FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND 990'S ARE AVAILABLE ON THE SOCIETY'S WEBSITE. |
| PART XII LINE 2C | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |