2022-01-19T08:03:48-06:00 2021-06-30 721088864 LAPORTE APAC 10000 PERKINS ROWE 200 BATON ROUGE LA 70810 990 2020-07-01 951856406 THE HONOR SOCIETY OF PHI KAPPA PHI HONO 2253884917 7576 GOODWOOD BLVD BATON ROUGE LA 70806 TRACI NAVARRE ACTING EXECUTIVE DIRECTOR 2253884917 2022-01-14 1 TRACI NAVARRE 999009999 CHERISH VAN MULLEM JD LLM P01633210 2252965150 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z TRACI NAVARRE 7576 GOODWOOD BLVD BATON ROUGE LA 70806 47652222 0 X WWW.PHIKAPPAPHI.ORG X 1972 LA TO RECOGNIZE AND PROMOTE ACADEMIC EXCELLENCE IN ALL FIELDS OF HIGHER EDUCATION AND TO ENGAGE THE COMMUNITY OF SCHOLARS IN SERVICE TO OTHERS. 11 11 22 0 89012 0 2615058 45052980 3274 2972 1150834 1518964 195429 167555 3964595 46742471 270900 168400 0 0 1642000 2070139 0 0 43089 1814885 1810651 3727785 4049190 236810 42693281 28341506 77131000 11274194 11106709 17067312 66024291 X TO RECOGNIZE AND PROMOTE ACADEMIC EXCELLENCE IN ALL FIELDS OF HIGHER EDUCATION AND TO ENGAGE THE COMMUNITY OF SCHOLARS IN SERVICE TO OTHERS. 0 0 289600 2972 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 NEW MEMBER PACKETS AND RENEWAL STATEMENTS TO ENHANCE BRAND AWARENESS. 729270 12900 PHI KAPPA PHI'S 326 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. OTHER CHAPTER 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. 868248 -20347 EACH NEW MEMBER (21,510) 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 INFORMED OF 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 BASED ON SPECIFIC ACADEMIC AND PROFESSIONAL INTERESTS. AN EXPERT DIRECTORY HELPS MEMBERS CONNECT WITH POTENTIAL SPEAKERS, AUTHORS AND OTHER AUTHORITIES ACROSS ALL DISCIPLINES AND TOPICS. 155500 155500 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. 155500 155500 2042618 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 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 1 0 0 0 1 22 0 1 22 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 X X BRAD JEWELL 2253884917 7576 GOODWOOD BLVD BATON ROUGE LA 70806 MISSY HOPPER PHD PAST PRESIDENT 1.00 X X 0 0 0 DAN SANDWEISS PHD PRESIDENT 1.00 X X 0 0 0 LORA BECKER PHD PRESIDENT-ELECT 1.00 X X 0 0 0 SHARHONDA RUSH DIRECTOR 1.00 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 LESLIE ZENK PHD DIRECTOR 1.00 X 0 0 0 CHRISTOPHER PRITCHARD DIRECTOR 1.00 X 0 0 0 ALY NGUYEN UNDERGRADUATE STUDENT REPR 1.00 X 0 0 0 MARY TODD PHD EXECUTIVE DIRECTOR 26.25 11.25 X 176033 58636 35138 LOURDES BARRO CHIEF FINANCIAL OFFICER (7/1/20-11/30/20) 26.25 11.25 X 123493 52926 24750 TRACI NAVARRE CHIEF MARKETING OFFICER 26.25 11.25 X 91377 39162 24414 BRAD JEWELL CHIEF FINANCIAL OFFICER (11/30/20-6/30/21) 26.25 11.25 X 10672 4574 809 401575 155298 85111 2 0 1 0 FRANKLIN PRESS PO BOX 1269 BATON ROUGE LA 70821 PRINTING & MAILING 307669 LSC COMMUNICATIONS US LLC PO BOX 932987 CLEVELAND OH 44193 PRINTING OF SOCIETY PUBLICATIONS 141753 THE VALUE ALLIANCE 6834 WILLOUGHBY CT WESTERVILLE OH 43082 CONSULTING 113509 3 2501253 40797794 331028 1422905 40797794 45052980 INCOME FROM MAGAZINE 511120 2972 2972 2972 1046771 89012 957759 187902 187902 1308795 836602 472193 472193 472193 7166 73149 -65983 -65983 MISCELLANEOUS 900099 45636 45636 45636 46742471 -17375 89012 1617854 12900 12900 155500 155500 401575 232012 162824 6739 1205533 696503 488801 20229 168544 86130 79004 3410 168972 86348 79205 3419 125515 64141 58835 2539 42202 42202 40355 40355 45110 45110 222198 52000 170198 789513 487339 295421 6753 279500 40000 239500 46473 46473 644 644 5569 5569 1644 1644 97347 97347 19004 19004 MARKETING AND COMMUNICA 221092 124176 96916 4049190 2042618 1963483 43089 278974 338279 85026 189905 38883 44844 200821 127601 2902526 1414894 1622691 1487632 25974866 74923031 140245 19708 28341506 77131000 409314 321162 10405507 10678171 130483 107376 328890 0 11274194 11106709 X 16634336 61654247 432976 4370044 17067312 66024291 28341506 77131000 42693281 6307068 -43370 0 X X 0 1 X 1 0 X 2902965 2903105 2795463 2615058 4353422 15570013 2902965 2903105 2795463 2615058 4353422 15570013 899944 14670069 720297 737110 754203 832428 1145661 4189699 19759712 575732 0.74240 0.78870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 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 27742494 817059 2817289 722979 4869 369865 30279129 0.89920 0.10080 0 0 114000 114000 1439242 507355 931887 930913 871522 59391 418371 36017 382354 1487632 X 53079318 6307068 73149 6380217 46699101 43370 43370 46742471 4122339 73149 73149 4049190 0 4049190 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 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: AS AN ORGANIZATION DESCRIBED IN THE INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3), PHI KAPPA PHI IS EXEMPT FROM FEDERAL INCOME TAXES ON ITS RELATED INCOME UNDER SECTION 501(A) OF THE IRC. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAVE BEEN MADE; HOWEVER, SHOULD PHI KAPPA PHI ENGAGE IN ACTIVITIES UNRELATED TO THE PURPOSE FOR WHICH IT WAS CREATED, TAXABLE INCOME COULD RESULT. PHI KAPPA PHI HAD NO MATERIAL UNRELATED BUSINESS INCOME FOR THE FISCAL YEARS ENDED JUNE 30, 2021 OR 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF MERCHANDISE SOLD 73,149. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF MERCHANDISE SOLD 73,149. 1 FELLOWSHIPS FOR FIRST-YEAR GRADUATE STUDENTS 3 25500 0 DISSERTATION FELLOWSHIP PROVIDES FUNDS FOR MEMBERS WHO ARE DOCTORAL CANDIDATES AND ARE COMPLETING DISSERTATIONS 10 100000 0 FUNDS FOR GRADUATE STUDENT RESEARCH 20 30000 0 PART I, LINE 2 THE HONOR SOCIETY OF PHI KAPPA PHI DISTRIBUTES GRANTS TO PROMOTE ACADEMIC EXCELLENCE WHICH PROVIDES ACADEMIC FELLOWSHIPS, AWARDS AND GRANTS TO OUTSTANDING STUDENTS, ALUMNI, AND INSTITUTIONS OF HIGHER LEARNING. THE USE OF GRANTS IS MONITORED BY REVIEWING REPORTS SUBMITTED BY RECIPIENTS. X X X X 0 0 0 0 0 0 0 0 0 MARY TODD PHD EXECUTIVE DIRECTOR 176033 58636 0 0 0 0 19559 6520 6794 2265 202386 67421 0 0 LOURDES BARRO CHIEF FINANCIAL OFFICER (7/1/20-11/3 123493 52926 0 0 0 0 10984 4707 6341 2718 140818 60351 0 0 TRACI NAVARRE CHIEF MARKETING OFFICER 91377 39162 0 0 0 0 10749 4607 6341 2717 108467 46486 0 0 PART I, LINE 3 THE HUMAN RESOURCES COMMITTEE OF THE BOARD OF DIRECTORS OBTAINS COMPARABILITY INFORMATION FOR THE SALARY OF THE EXECUTIVE DIRECTOR. INFORMATION SOURCES INCLUDE BENCHMARKING THROUGH THE COMPENSATION AND BENEFITS STUDY PUBLISHED BY THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES AND FORM 990 OF PEER ORGANIZATIONS. INDEPENDENCE IS MAINTAINED AND DECISIONS ARE MADE IN EXECUTIVE SESSIONS OF THE BOARD OF DIRECTORS. X 16 40797794 QUOTED PRICES IN MARKETS 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE HONOR SOCIETY OF PHI KAPPA PHI HAS 103,347 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 HUMAN RESOURCES COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE COMPENSATION OF THE EXECUTIVE DIRECTOR. COMPARABILITY INFORMATION IS OBTAINED FOR THE SALARY OF THE EXECUTIVE DIRECTOR. INFORMATION SOURCES INCLUDE THE NATIONAL COMPENSATION STUDY CONDUCTED BY THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES AND FORM 990 OF PEER ORGANIZATIONS. THE EXECUTIVE DIRECTOR REVIEWS AND APPROVES COMPENSATION FOR ALL OTHER EMPLOYEES, INCLUDING THE COO AND CFO. THE ENTIRE BOARD APPROVES OF THE OVERALL SALARIES AND PERSONNEL COSTS FOR THE ENTIRE ORGANIZATION. INDEPENDENCE IS MAINTAINED THROUGHOUT THE PROCESS AND ALL DECISIONS ARE DOCUMENTED IN THE MINUTES. 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. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. PHI KAPPA PHI FOUNDATION 7576 GOODWOOD BLVD BATON ROUGE LA 70806 237044263 TO RECOGNIZE AND PROMOTE ACADEMIC EXCELLENCE CA 501(C)(3) LINE 7 THE HONOR SOCIETY OF PHI KAPPA PHI 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 PHI KAPPA PHI FOUNDATION C 40797794 TRANSFER OF ASSETS PHI KAPPA PHI FOUNDATION O 147015 PERCENTAGE OF EXPENSE PHI KAPPA PHI FOUNDATION Q 162613 CASH TRANSFER PHI KAPPA PHI FOUNDATION N 15598 PERCENTAGE OF EXPENSE