2023-04-19T12:46:36-05:00 2022-06-30 135565207 KPMG LLP 301 MAIN STREET SUITE 2150 BATON ROUGE LA 70801 990 2021-07-01 951856406 THE HONOR SOCIETY OF PHI KAPPA PHI HONO 2253884917 7576 GOODWOOD BLVD BATON ROUGE LA 70806 BRADLEY R NEWCOMER EXECUTIVE DIRECTOR/CEO 2253884917 2023-04-18 1 BRADLEY NEWCOMER 999009999 RYAN HOOKS P00746825 2253444000 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z BRADLEY R NEWCOMER 7576 GOODWOOD BLVD BATON ROUGE LA 70806 6377867 0 3488 X WWW.PHIKAPPAPHI.ORG X 1972 LA TO RECOGNIZE AND PROMOTE ACADEMIC EXCELLENCE IN ALL FIELDS OF HIGHEREDUCATION AND TO ENGAGE THE COMMUNITY OF SCHOLARS IN SERVICE TOOTHERS. 11 11 21 0 95428 0 45052980 3063949 2972 0 1518964 3091260 167555 154455 46742471 6309664 168400 1048610 0 0 2070139 2244316 0 0 103874 1810651 2038824 4049190 5331750 42693281 977914 77131000 65517375 11106709 11334346 66024291 54183029 X TO RECOGNIZE AND PROMOTE ACADEMIC EXCELLENCE IN ALL FIELDS OF HIGHEREDUCATION AND TO ENGAGE THE COMMUNITY OF SCHOLARS IN SERVICE TOOTHERS. 0 0 3380950 1048610 -57055 PHI KAPPA PHI FORUM IS THE SOCIETY'S AWARD-WINNING PUBLICATION, REACHING MORE THAN 100,000 ACTIVE MEMBERS, GOVERNMENT OFFICIALS, LIBRARIES, EXECUTIVES, AND OTHERS. MEMBERS ALSO RECEIVE A MONTHLY ELECTRONIC COMMUNICATION, PHI KAPPA PHI FOCUS, WHICH KEEPS THEM INFORMED OF PHI KAPPA PHI ACTIVITIES AND OPPORTUNITIES. THE ANNUAL REPORT GIVES AN OVERVIEW OF THE SOCIETY'S ACTIVITIES IN THE PAST YEAR, INCLUDING A FINANCIAL SUMMARY. A MERCHANDISE FLYER IS INCLUDED IN NEWMEMBER PACKETS AND RENEWAL STATEMENTS TO ENHANCE BRAND AWARENESS. PHI KAPPA PHI'S 324 ACTIVE CHAPTERS ARE ENCOURAGED TO SPONSOR CAMPUS AND COMMUNITY EVENTS THAT RECOGNIZE AND PROMOTE ACADEMIC EXCELLENCE AND ENGAGE THE COMMUNITY OF SCHOLARS IN SERVICE TO OTHERS. GROWING YOUR CHAPTER IS AN INTERACTIVE WORKSHOP THAT PROVIDES CHAPTER OFFICERS WITH TIPS AND RESOURCES FOR MANAGING AND ENHANCING ACTIVE CHAPTERS. OTHERCHAPTER OFFICER TRAINING SESSIONS ARE CONDUCTED BY THE STAFF TO STRENGHTEN CHAPTERS AND PROMOTE THE ORGANIZATION'S MISSION. THE STUDENT LEADERSHIP SUMMIT IS AN EVENT THAT THE PHI KAPPA PHI NATIONAL ORGANIZATION HOLDS EVERY OTHER YEAR. IT IS A TWO-DAY LEADERSHIP EXPERIENCE IN WHICH STUDENT VICE PRESIDENTS FROM ACROSS THE COUNTRY WORK WITH LEADERSHIP FACILITATORS, THE CHAPTER DEVELOPMENT STAFF, AND EACH OTHER TO DEVELOP LEADERSHIP STRATEGIES AND OUTREACH OPPORTUNITIES FOR THEIR CHAPTERS. EACH NEW MEMBER (22190) RECEIVES AN EMBLEM AND A CERTIFICATE TO DISTINGUISH INDIVIDUALS WITH OUTSTANDING SCHOLARSHIP. BROCHURES AND RELATED MATERIALS ARE SENT TO CHAPTERS AND MEMBERS TO KEEP THEM INFORMED ABOUT THE ORGANIZATION. PHIKAPPAPHI.ORG KEEPS MEMBERS INFORMEDOF BENEFITS, INCLUDING AWARD OPPORTUNITIES AND DISCOUNTS AND SERVICES FROM CORPORATE PARTNERS. THE SOCIETY MANAGES A NUMBER OF SOCIAL MEDIA CHANNELS TO ENGAGE MEMBERS AND PROMOTE NETWORKING. A PRIVATE ONLINE COMMUNITY AND CORRESPONDING APP HELP MEMBERS AND OFFICERS SHARE IDEAS, DISCUSS CHALLENGES, POST QUESTIONS AND CONNECT WITH ONE ANOTHER BASEDON SPECIFIC ACADEMIC AND PROFESSIONAL INTERESTS. AN EXPERT DIRECTORY HELPS MEMBERS CONNECT WITH POTENTIAL SPEAKERS, AUTHORS AND OTHER AUTHORITIES ACROSS ALL DISCIPLINES AND TOPICS. THE HONOR SOCIETY OF PHI KAPPA PHI PROMOTES ACADEMIC EXCELLENCE IN HIGHER EDUCATION THROUGH GRANT DISBURSEMENTS. THE SOCIETY AWARDS ACADEMIC FELLOWSHIPS, AWARDS, AND GRANTS TO OUTSTANDING STUDENTS AND ALUMNI. 3380950 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 121 0 21 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AK AL AR CA CO CT GA HI MA NC ND NH NJ NV OR PA SC TN UT VA WA DC X X BRAD JEWELL 2253884917 7576 GOODWOOD BLVD BATON ROUGE LA 70806 DAN SANDWEISS PHD PRESIDENT 1.00 X X 0 0 0 LORA BECKER PHD PRESIDENT-ELECT 1.00 X X 0 0 0 MISSY HOPPER PHD PAST PRESIDENT 1.00 X X 0 0 0 GEORGE RANDELS PHD DIRECTOR 1.00 X 0 0 0 MAHALLEY ALLEN PHD JD DIRECTOR 1.00 X 0 0 0 EDINA OESTREICHER MS DIRECTOR 1.00 X 0 0 0 JUNE PILCHER PHD DIRECTOR 1.00 X 0 0 0 SHARHONDA RUSH MBA DIRECTOR 1.00 X 0 0 0 LESLIE ZENK PHD DIRECTOR 1.00 X 0 0 0 CHRISTOPHER PRITCHARD DIRECTOR 1.00 X 0 0 0 ALY NGUYEN DIRECTOR 1.00 X 0 0 0 BRADLEY R NEWCOMER PHD MBA EXECUTIVE DIRECTOR (BEGAN JAN 2022) 48.00 X 0 0 0 TRACI NAVARRE INTERIM EXECUTIVE DIRECTOR / CHIEF OPERATING OFFIC 45.00 X 179461 0 27709 BRAD JEWELL CHIEF FINANCIAL OFFICER/TREASURER 50.00 X 178020 0 27550 TRACI PAYNE CHIEF CHAPTER SERVICES/EVENTS OFFICER 37.50 X 114977 0 20615 MARY TODD PHD EXECUTIVE DIRECTOR (END MAY 2021) 37.50 X 148966 0 12647 621424 0 88521 4 1 1 0 FRANKLIN PRESS INC PO BOX 1269 BATON ROUGE LA 70821 MARKETING AND PRINTING 407902 LSC COMMUNICATIONS US LLC PO BOX 932987 CLEVELAND OH 44193 FORUM MAGAZINE 115822 GREENWOODASHER AND ASSOCIATES 42 BUSINESS CENTRE DR STE 206 MIRAMAR BEACH FL 32550 EXECUTIVE SEARCH 113731 3 2582073 481876 3063949 3091260 3091260 211510 95428 116082 10898 68203 -57305 -57305 PETITION FEES 900099 250 250 250 6309664 -57055 95428 3207342 18610 18610 1012500 1012500 17500 17500 669942 415140 217618 37184 1029197 748847 260589 19761 158711 108585 44814 5312 251068 167514 75359 8195 135398 92773 38086 4539 81483 81483 35393 35393 96534 96534 433946 244985 187318 1643 174379 147139 27240 729262 307859 421403 316401 87116 229285 35604 12382 23222 76810 76810 57018 57018 MISCELLANEOUS 1994 1994 5331750 3380950 1846926 103874 338279 219701 189905 374367 44844 52746 127601 225568 2914289 1491705 1487632 1422584 74923031 63202701 19708 19708 77131000 65517375 321162 446369 10678171 10798377 107376 89600 11106709 11334346 X 61654247 51167200 4370044 3015829 66024291 54183029 77131000 65517375 977914 -12819176 0 X X 0 1 X 1 0 X 2903105 2795463 2615058 4353422 3063949 15730997 2903105 2795463 2615058 4353422 3063949 15730997 850284 14880713 737110 754203 751230 1145661 3207342 6595546 5474 5474 22332017 135450 0.66630 0.74240 X 0 1 X 43368238 76763 -5840457 1048610 857304 35698630 35147139 6413780 1962819 155500 43368238 34403091 451405 1676157 826423 12196 544895 35147139 32607325 856222 2210841 753768 7881 509648 34403091 30279129 1235140 2144963 621493 4787 425627 32607325 0.90190 0.09810 0 0 114000 114000 1439242 547115 892127 942676 894739 47937 418371 49851 368520 1422584 X -6537844 -12819177 68203 -12750974 6213130 96534 96534 6309664 5303419 68203 68203 5235216 96534 96534 5331750 PART IV, LINE 2B: THE SOCIETY HOLDS IN ESCROW, DUES RECEIVED FOR CHAPTERS THAT ARE CURRENTLY INACTIVE. ONCE THE CHAPTER HAS BEEN REACTIVATED, THE DUES ARE RETURNED TO THESE CHAPTERS. 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. 1 0 0 0 0 0 0 0 0 0 LOVE OF LEARNING GRANT EAST ASIA AND THE PACIFIC 3 1500 LOVE OF LEARNING GRANT EUROPE (INCLUDING ICELAND & GREENLAND) 3 1500 LOVE OF LEARNING GRANT MIDDLE EAST AND NORTH AFRICA 3 1500 STUDY ABROAD AND FELLOWSHIP ASSISTANCE NORTH AMERICA 2 9500 STUDY ABROAD ASSISTANCE SUB-SAHARAN AFRICA 1 1000 LOVE OF LEARNING GRANT SOUTH ASIA 5 2500 0 0 0 0 0 0 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 III ACCOUNTING METHOD: 1 STUDY ABROAD PROGRAM 122 122000 LOVE OF LEARNING PROGRAM 86 93000 LITERACY PROGRAM 4 10000 FUNDS FOR GRADUATE STUDENT RESEARCH 20 30000 DISSERTATION FELLOWSHIP PROVIDES FUNDS FOR MEMBERS WHO ARE DOCTORAL CANDIDATES AND ARE COMPLETING DISSERTATIONS 10 100000 FELLOWSHIPS FOR FIRST-YEAR GRADUATE STUDENTS 63 657500 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. X X X X 0 0 0 0 0 0 0 0 0 TRACI NAVARRE INTERIM EXECUTIVE DIRECTOR / CHIEF O 179461 0 0 0 0 0 19741 0 7968 0 207170 0 0 0 BRAD JEWELL CHIEF FINANCIAL OFFICER/TREASURER 178020 0 0 0 0 0 19582 0 7968 0 205570 0 0 0 MARY TODD PHD EXECUTIVE DIRECTOR (END MAY 2021) 148966 0 0 0 0 0 9700 0 2947 0 161613 0 0 0 PART I, LINE 3 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 A, LINE 6 THE HONOR SOCIETY OF PHI KAPPA PHI HAS 101,237 ACTIVE DUES-PAYING MEMBERS AND 326 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. 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.