2020-11-09T08:34:28-06:00 2020-06-30 721088864 LAPORTE APAC 10000 PERKINS ROWE 200 BATON ROUGE LA 70810 990 2019-07-01 951856406 THE HONOR SOCIETY OF PHI KAPPA PHI HONO 2253884917 7576 GOODWOOD BLVD BATON ROUGE LA 70806 MARY TODD PHD EXECUTIVE DIRECTOR 2253884917 2020-11-05 1 CHERISH VAN MULLEM JD LLM P01633210 2252965150 64.88.174.3 2020-11-05 13:41:35 CS P A83764908718E5927511F59F80F3DE761DB7DEB3 B037C471A2A2BDD10A463D678C78BE07751DA858 2019 2021-01-29 14:40:06Z MARY TODD PHD 7576 GOODWOOD BLVD BATON ROUGE LA 70806 9333715 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 23 111 81198 -10845 2795463 2615058 4157 3274 830400 1150834 235021 195429 3865041 3964595 513400 270900 0 0 1577784 1642000 0 0 136645 2156092 1814885 4247276 3727785 -382235 236810 27543383 28341506 1981720 11274194 25561663 17067312 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 413822 3274 PHI KAPPA PHI FORUM IS THE SOCIETY'S AWARD-WINNING PUBLICATION, REACHING MORE THAN 101,000 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. 649236 20900 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. 975219 EACH NEW MEMBER (20,908) 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. 250000 250000 THE HONOR SOCIETY OF PHI KAPPA PHI PROMOTES ACADEMIC EXCELLENCE IN HIGHER EDUCATION THROUGH A GRANT TO THE PHI KAPPA PHI FOUNDATION, ITS SISTER ORGANIZATION. THE FOUNDATION USES THE GRANT TO AWARD FELLOWSHIPS, AWARDS, AND GRANTS TO OUTSTANDING STUDENTS AND ALUMNI. 250000 250000 2288277 1 0 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 21 0 1 23 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 OR PA TN UT VA WA X X MARY TODD PHD 2253884917 7576 GOODWOOD BLVD BATON ROUGE LA 70806 GYPSY DENZINE PHD PAST PRESIDENT 0.50 0.50 X X 0 0 0 PEGGY HOPPER PHD SOCIETY PRESIDENT 0.50 0.50 X X 0 0 0 DAVID J SILVA VICE PRESIDENT FOR CHAPTER 0.50 0.50 X X 0 0 0 DANIEL H SANDWEISS PHD SOCIETY PRESIDENT - ELECT 0.50 X X 0 0 0 JOANN CANALES PHD DIRECTOR 0.50 0.50 X 0 0 0 LAURIE KRAMER PHD DIRECTOR 0.50 0.50 X 0 0 0 LORA A BECKER PHD DIRECTOR 0.50 0.50 X 0 0 0 CHRISTINA M MCINTYRE DIRECTOR 0.50 0.50 X 0 0 0 PHILIP E PHILLIPS DIRECTOR 0.50 0.50 X 0 0 0 EMILY SCIRCLE UNDERGRADUATE STUDENT REPR 0.50 0.50 X 0 0 0 BRETT R NACHMAN GRADUATE STUDENT REPRESENT 0.50 0.50 X 0 0 0 MARY TODD PHD EXECUTIVE DIRECTOR 28.13 9.37 X 173952 57984 34007 LOURDES BARRO CHIEF FINANCIAL OFFICER 26.25 11.25 X 94319 40423 23434 TRACI NAVARRE CHIEF MARKETING OFFICER 26.25 11.25 X 88360 37868 22809 356631 136275 80250 1 0 1 0 CAPITAL ONE CORPORATE CARD PO BOX 60024 NEW ORLEANS LA 70160 CREDIT CARD SERVICES 291827 FRANKLIN PRESS PO BOX 1269 BATON ROUGE LA 70821 PRINTING & MAILING 274277 LSC COMMUNICATIONS US LLC PO BOX 932987 CLEVELAND OH 44193 PRINTING OF SOCITY PUBLICATIONS 137525 MARKETING GENERAL INCORPORATED 625 NORTH WASHINGTON STREET SUITE RESTON VA 22314 MARKETING CONSULTANT 118090 NEWTON LANDSCAPE GROUP INC 8930 BUZBEE DRIVE BATON ROUGE LA 70809 LANDSCAPE SERVICES 113647 5 2585298 29760 2615058 INCOME FROM MAGAZINE 511120 3274 3274 3274 636999 636999 195429 81198 114231 5882955 5369120 513835 513835 513835 3964595 3274 81198 1265065 270900 270900 433259 110828 322431 879913 663139 213269 3505 81548 57678 22522 1348 175254 113130 62124 72026 62326 9443 257 35380 35380 47793 47793 25800 25800 23921 23921 200663 106409 94254 72574 72574 1098704 775551 191618 131535 60814 32690 28124 29539 29539 69249 69249 23052 23052 494 494 122855 122855 4047 4047 3727785 2288277 1302863 136645 80325 278974 66560 85026 25734 38883 221754 200821 3628393 2005702 1577200 1622691 25374382 25974866 197428 140245 27543383 28341506 299338 409314 1619029 10405507 63353 130483 328890 1981720 11274194 X 25142342 16634336 419321 432976 25561663 17067312 27543383 28341506 236810 121686 -8852847 X X 0 1 X 1 0 X 2914264 2902965 2903105 2795463 2615058 14130855 2914264 2902965 2903105 2795463 2615058 14130855 14130855 742205 720297 737110 754203 832428 3786243 17917098 874807 0.78870 0.79940 X 0 1 X 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 27952522 252858 485637 518398 4603 425522 27742494 0.91400 0.08600 0 1 1 114000 114000 1435942 467025 968917 1600951 1516494 84457 477500 22183 455317 1622691 X 4062360 121686 121686 3940674 23921 23921 3964595 3703864 0 3703864 23921 23921 3727785 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 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, 2020 OR 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF MERCHANDISE SOLD PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF MERCHANDISE SOLD PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS TO SISTER ORGANIZATION, THE PHI KAPPA PHI FOUNDATION PART X, LINE 1(2) - DUE TO CHAPTERS: THIS AMOUNT REPRESENTS CHAPTER DUES RECEIVED FROM MEMBERS. THESE DUES ARE FORWARDED TO THE RESPECTIVE CHAPTERS WITHIN 30 DAYS OF RECEIPT. 1 PHI KAPPA PHI FOUNDATION 7576 GOODWOOD BLVD BATON ROUGE LA 70806 237044263 501(C)(3) 250000 TO PROMOTE ACADEMIC EXCELLENCE THROUGH PHI KAPPA PHI FOUNDATION WHICH PROVIDES FELLOWSHIPS, AWARDS, AND GRANTS TO OUTSTANDING STUDENTS & ALUMNI AND INSTITUTIONS OF HIGHER LEARNING. 1 PART I, LINE 2: THE ORGANIZATION PROVIDES A GRANT TO THE SISTER ORGANIZATION, THE PHI KAPPA PHI FOUNDATION, TO PROMOTE ACADEMIC EXCELLENCE THROUGH THE FOUNDATION, WHICH PROVIDES FELLOWSHIPS, AWARDS AND GRANTS TO OUTSTANDING STUDENTS, ALUMNI, AND INSTITUTIONS OF HIGHER LEARNING. X X X X 0 0 0 0 0 0 0 0 0 MARY TODD PHD EXECUTIVE DIRECTOR 173952 57984 0 0 0 0 19135 6378 6370 2124 199457 66486 0 0 LOURDES BARRO CHIEF FINANCIAL OFFICER 94319 40423 0 0 0 0 10375 4447 6029 2583 110723 47453 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. FORM 990, PART VI, SECTION A, LINE 6 THE HONOR SOCIETY OF PHI KAPPA PHI HAS 101,175 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 OBTAINS COMPARABILITY INFORMATION FOR THE SALARIES OF THE EXECUTIVE DIRECTOR AND OTHER TOP MANAGEMENT OFFICIALS. INFORMATION SOURCES INCLUDE THE NATIONAL COMPENSATION STUDY CONDUCTED BY THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES AND FORM 990 OF PEER ORGANIZATIONS. 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 DID NOT CHANGE 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 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 PHI KAPPA PHI FOUNDATION B 250000 CASH TRANSFER PHI KAPPA PHI FOUNDATION O 342853 17% OF EXPENSE PHI KAPPA PHI FOUNDATION Q 375000 CASH TRANSFER PHI KAPPA PHI FOUNDATION N 26234 17% OF EXPENSE