2018-10-29T17:08:55-05:00 2018-06-30 721088864 LAPORTE APAC 10000 PERKINS ROWE 200 BATON ROUGE LA 70810 990 2017-07-01 951856406 THE HONOR SOCIETY OF PHI KAPPA PHI HONO 2253884917 7576 GOODWOOD BLVD BATON ROUGE LA 70806 MARY TODD PHD EXECUTIVE DIRECTOR 2253884917 2018-10-29 1 STEVEN C GUTTIERREZ CPA P01467416 2252965150 64.88.174.3 2018-10-29 14:17:27 CD P 580368A022CAADEA7F6A4A86542EA36CA8ECB25F 781C7F0FBF8861687AA9275990A2AD5E3C1A4CE9 2017 2018-06-14 16:35:46Z MARY TODD PHD 7576 GOODWOOD BLVD BATON ROUGE LA 70806 6927906 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 19 111 86619 0 2902965 2903105 4144 5284 1932207 834059 269662 234666 5108978 3977114 650000 250000 0 0 1466733 1619739 0 0 84704 2161375 1912801 4278108 3782540 830870 194574 26467479 27370753 2221090 2251010 24246389 25119743 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 1074685 5284 PHI KAPPA PHI FORUM IS THE SOCIETY'S AWARD-WINNING PUBLICATION, REACHING MORE THAN 110,000 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. 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. 729538 PHI KAPPA PHI'S 314 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. FOOD4THOUGHT AND 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. 352558 24182 EACH NEW MEMBER (29,668) 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. 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 2406781 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 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 27 0 1 19 1 1 1 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 SOCIETY PRESIDENT 0.50 0.50 X X 0 0 0 PEGGY HOPPER PHD SOCIETY PRESIDENT-ELECT 0.50 0.50 X X 0 0 0 TIMOTHY L HULSEY PHD SOCIETY PAST PRESIDENT 0.50 0.50 X X 0 0 0 DANIEL H SANDWEISS PHD VICE PRESIDENT FOR CHAPTER 0.50 0.00 X X 0 0 0 JOANN CANALES PHD DIRECTOR 0.50 0.50 X 0 0 0 LAURIE KRAMER PHD DIRECTOR 0.50 0.00 X 0 0 0 STEVEN ROCK PHD DIRECTOR 0.50 0.50 X 0 0 0 MELONY A SHEMBERGER EDD DIRECTOR 0.50 0.50 X 0 0 0 MAIRE SIMINGTON PHD DIRECTOR 0.50 0.50 X 0 0 0 AUTUMN GREBA UNDERGRADUATE STUDENT REPR 0.50 0.50 X 0 0 0 JACOB WHEELER GRADUATE STUDENT REPRESENT 0.50 0.50 X 0 0 0 MARY TODD PHD EXECUTIVE DIRECTOR 30.00 7.50 X 151710 37927 31538 LOURDES BARRO CHIEF FINANCIAL OFFICER 28.12 9.38 X 93590 31197 24222 TRACI NAVARRE CHIEF MARKETING OFFICER 30.08 7.42 X 100443 8050 19012 345743 77174 74772 2 0 1 0 MARKETING GENERAL INCORPORATED 625 NORTH WASHINGTON STREET SUITE RESTON VA 22314 MARKETING CONSULTANT 351766 FRANKLIN PRESS PO BOX 1269 BATON ROUGE LA 70821 PRINTING & MAILING 226699 CAPITAL ONE CORPORATE CARD PO BOX 60024 NEW ORLEANS LA 70160 CREDIT CARD SERVICES 205207 LSC COMMUNICATIONS US LLC PO BOX 932987 CLEVELAND OH 44193 PRINTING 148397 4 2850930 52175 2903105 INCOME FROM MAGAZINE 511120 5284 5284 5284 613245 613245 210484 86619 123865 3158083 2937269 220814 220814 220814 37705 13523 24182 24182 3977114 29466 86619 957924 250000 250000 429446 102368 323540 3538 874206 631326 238126 4754 93269 66700 26032 537 123164 88979 33799 386 99654 60800 38215 639 34079 34079 2130 2130 20433 20433 24904 24904 336166 335066 1100 23503 23503 940314 607804 257660 74850 117882 58941 58941 29933 29933 111971 69145 42826 128111 112149 15962 4159 4159 134647 134647 4569 4569 3782540 2406781 1291055 84704 76145 136332 43656 74549 112953 83804 139670 104390 3188709 1759225 1363031 1429484 24618504 25407998 113520 134196 26467479 27370753 308742 374783 1646498 1728877 68608 45302 174075 84468 23167 17580 2221090 2251010 X 23855862 24729216 390527 390527 24246389 25119743 26467479 27370753 194574 678780 0 X 0 1 X 1 0 X 3269702 3228956 2914264 2902965 2903105 15218992 3269702 3228956 2914264 2902965 2903105 15218992 15218992 488603 746667 742205 720297 737110 3434882 0 0 0 0 0 18653874 1204259 0.81590 0.82670 X 0 1 X 30279129 1235140 2144963 621493 4787 425627 32607325 27742494 817059 2817289 722979 4869 369865 30279129 27952522 252858 485637 518398 4603 425522 27742494 28121232 273924 512586 596382 4828 354010 27952522 24780947 422909 3729309 483825 8331 319777 28121232 0.92000 0.08000 0 1 1 114000 114000 1333233 375109 958124 1559591 1384116 175475 181885 181885 1429484 DUE TO PHI KAPPA PHI CHAPTERS 17580 17580 X 4669417 678780 13523 692303 3977114 0 3977114 3546063 13523 13523 3532540 250000 250000 3782540 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 $1.4 MILLION EVERY TWO YEARS 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, 2018 OR 2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF MERCHANDISE SOLD 13,523. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF MERCHANDISE SOLD 13,523. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS TO SISTER ORGANIZATION, THE PHI KAPPA PHI FOUNDATION 250,000. 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 151630 37907 80 20 0 0 16688 4172 8542 2136 176940 44235 0 0 PART I, LINE 3 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 A, LINE 6 THE HONOR SOCIETY OF PHI KAPPA PHI HAS 111,138 ACTIVE DUES-PAYING MEMBERS AND 314 ACTIVE CHAPTERS. FORM 990, PART VI, SECTION A, LINE 7A PHI KAPPA PHI MEMBERS, THROUGH THEIR CHAPTER 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. 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 259865 14% OF EXPENSE PHI KAPPA PHI FOUNDATION Q 200000 CASH TRANSFER PHI KAPPA PHI FOUNDATION N 38374 14% OF EXPENSE