HONOR SOCIETY OF PHI KAPPA PHI: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HONOR SOCIETY OF PHI KAPPA PHI (EIN 95-1856406)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-09
- IRS object ID
- 201723139349300612
- Schema version
- 2016v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-09T07:53:06-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721088864 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAPORTE APAC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10000 PERKINS ROWE 200 | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70810 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | 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 | MARY TODD PHD | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2253884917 | PhoneNum |
| Signature | 2017-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TERRI A TROYER CPA | PreparerPersonNm |
| PTIN | P00227651 | PTIN |
| Phone | 2252965150 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-08 | IPDt |
| IP Tm | 16:15:37 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 45A1BF9BBE325825EF2B17BC0F831DEBDFBB4C31 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E0E48F7DF1E929D72EEB584945C60B43B4182588 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARY TODD PHD | 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 | $29,399,052 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| 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 HIGHER EDUCATION AND TO ENGAGE THE COMMUNITY OF SCHOLARS IN SERVICE TO OTHERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 20 | TotalEmployeeCnt |
| Total Volunteers | 111 | TotalVolunteersCnt |
| Total Gross UBI | $71,591 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,862 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,914,264 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,902,965 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,216 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,144 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,562,569 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,932,207 | CYInvestmentIncomeAmt |
| PY Other Revenue | $288,554 | PYOtherRevenueAmt |
| CY Other Revenue | $269,662 | CYOtherRevenueAmt |
| PY Total Revenue | $4,769,603 | PYTotalRevenueAmt |
| CY Total Revenue | $5,108,978 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $116,100 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $650,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,435,289 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,466,733 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $72,880 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,896,594 | PYOtherExpensesAmt |
| CY Other Expenses | $2,161,375 | CYOtherExpensesAmt |
| PY Total Expenses | $3,447,983 | PYTotalExpensesAmt |
| CY Total Expenses | $4,278,108 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,321,620 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $830,870 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $25,605,935 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,467,479 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,280,894 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,221,090 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,325,041 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,246,389 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO RECOGNIZE AND PROMOTE ACADEMIC EXCELLENCE IN ALL FIELDS OF HIGHER EDUCATION AND TO ENGAGE THE COMMUNITY OF SCHOLARS IN SERVICE TO OTHERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $750,809 | ExpenseAmt |
| Revenue | $4,144 | RevenueAmt |
| Desc | 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 COMPLETE FINANCIAL STATEMENTS. A MERCHANDISE FLYER IS INCLUDED IN NEW MEMBER PACKETS AND RENEWAL STATEMENTS TO ENHANCE BRAND AWARENESS. PHIKAPPAPHI.ORG KEEPS MEMBERS INFORMED OF BENEFITS, INCLUDING GRANTS AND AWARDS AND DISCOUNTS AND SERVICES FROM CORPORATE PARTNERS. THE SOCIETY MANAGES A NUMBER OF SOCIAL MEDIA CHANNELS AS WELL 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $664,466 | ExpenseAmt |
| Desc | PHI KAPPA PHI'S 308 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. THE PARTNERING FOR SUCCESS WORKSHOP IS AN INTERACTIVE WORKSHOP THAT PROVIDES CHAPTER OFFICERS WITH TIPS AND RESOURCES FOR MANAGING AND ENHANCING ACTIVE CHAPTERS. CLUSTER MEETINGS AND OTHER CHAPTER OFFICER TRAINING SESSIONS ARE CONDUCTED BY THE STAFF TO STRENGTHEN CHAPTERS AND PROMOTE THE ORGANIZATION'S MISSION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $646,940 | ExpenseAmt |
| Revenue | $145,278 | RevenueAmt |
| Desc | EACH NEW MEMBER (28,166) 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $650,000 | ExpenseAmt |
| Grant | $650,000 | GrantAmt |
| Desc | THE HONOR SOCIETY OF PHI KAPPA PHI PROMOTES ACADEMIC EXCELLENCE IN HIGHER EDUCATION THROUGH A GRANT TO THE PHI KAPPA PHI FOUNDATION. THE FOUNDATION USES THE FUNDS TO AWARD FELLOWSHIPS, AWARDS, AND GRANTS TO OUTSTANDING STUDENTS AND ALUMNI. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $650,000 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $650,000 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $2,712,215 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 37 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 20 | 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 |
| 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 | Yes (1) | 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 | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | 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 |
| 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 | MARY TODD PHD | 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 | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| GYPSY DENZINE PHD | ||||||||
| SOCIETY PRESIDENT | 0.50 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PEGGY HOPPER PHD | ||||||||
| SOCIETY PRESIDENT-ELECT | 0.50 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY L HULSEY PHD | ||||||||
| SOCIETY PAST PRESIDENT | 0.50 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DANIEL H SANDWEISS PHD | ||||||||
| VICE PRESIDENT FOR CHAPTER DEVELOPMENT | 0.50 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOANN CANALES PHD | ||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LAURIE KRAMER PHD | ||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEVEN ROCK PHD | ||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MELONY A SHEMBERGER EDD | ||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MAIRE SIMINGTON PHD | ||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AUTUMN GREBA | ||||||||
| UNDERGRADUATE STUDENT REPRESENTATIVE | 0.50 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JACOB WHEELER | ||||||||
| GRADUATE STUDENT REPRESENTATIVE | 0.50 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARY TODD PHD | ||||||||
| EXECUTIVE DIRECTOR | 31.90 | 5.60 | Yes (X) | $171,949 | $30,344 | $35,184 | ||
| LOURDES BARRO | ||||||||
| CHIEF FINANCIAL OFFICER | 28.10 | 9.40 | Yes (X) | $88,002 | $29,334 | $25,265 | ||
| TRACI NAVARRE | ||||||||
| CHIEF MARKETING OFFICER | 32.62 | 4.88 | $89,075 | $13,310 | $17,144 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $349,026 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $72,988 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $77,593 | 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 (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MARKETING GENERAL INCORPORATED | |||||
| 625 NORTH WASHINGTON STREET SUITE | ALEXANDRIA | VA | 22314 | MARKETING CONSULTANT | $247,914 |
| FRANKLIN PRESS | |||||
| PO BOX 1269 | BATON ROUGE | LA | 70821 | PRINTING & MAILING | $189,307 |
| E GROUP INC | |||||
| 11790 SUNRISE VALLEY DRIVE SUITE T | RESTON | VA | 20191 | SALES OF EMBLEMS AND REGALIA | $178,281 |
| CAPITAL ONE CORPORATE CARD | |||||
| PO BOX 60024 | NEW ORLEANS | LA | 70160 | CREDIT CARD SERVICES | $171,258 |
| COMPUTER SYSTEM INNOVATIONS | |||||
| 855 W PRAIRIE AVE | WHEATON | IL | 60187 | PROGRAMMING SERVICES | $132,218 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $2,900,182 | MembershipDuesAmt |
| All Other Contributions | $2,783 | AllOtherContributionsAmt |
| Total Contributions | $2,902,965 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM MAGAZINE | Desc |
| Business | 511120 | BusinessCd |
| Total Revenue Column | $4,144 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,144 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,144 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $667,504 | TotalRevenueColumnAmt |
| Exclusion | $667,504 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $124,384 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $71,591 | UnrelatedBusinessRevenueAmt |
| Exclusion | $52,793 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,462,561 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,197,858 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,264,703 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,264,703 | TotalRevenueColumnAmt |
| Exclusion | $1,264,703 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $237,494 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $92,216 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $145,278 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $145,278 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,108,978 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $149,422 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $71,591 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,985,000 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $650,000 | TotalAmt |
| Program Services | $650,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,125 | TotalAmt |
| Management And General | $322,125 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $863,997 | TotalAmt |
| Program Services | $558,675 | ProgramServicesAmt |
| Management And General | $291,642 | ManagementAndGeneralAmt |
| Fundraising | $13,680 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,793 | TotalAmt |
| Program Services | $56,490 | ProgramServicesAmt |
| Management And General | $30,758 | ManagementAndGeneralAmt |
| Fundraising | $1,545 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,904 | TotalAmt |
| Program Services | $68,250 | ProgramServicesAmt |
| Management And General | $41,774 | ManagementAndGeneralAmt |
| Fundraising | $1,880 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,914 | TotalAmt |
| Program Services | $38,630 | ProgramServicesAmt |
| Management And General | $40,229 | ManagementAndGeneralAmt |
| Fundraising | $1,055 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,000 | TotalAmt |
| Management And General | $5,000 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,807 | TotalAmt |
| Management And General | $13,807 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,653 | TotalAmt |
| Management And General | $20,653 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,897 | TotalAmt |
| Management And General | $45,897 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $417,323 | TotalAmt |
| Program Services | $415,198 | ProgramServicesAmt |
| Management And General | $2,125 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,137 | TotalAmt |
| Program Services | $5,137 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $883,704 | TotalAmt |
| Program Services | $518,129 | ProgramServicesAmt |
| Management And General | $310,855 | ManagementAndGeneralAmt |
| Fundraising | $54,720 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,793 | TotalAmt |
| Program Services | $48,897 | ProgramServicesAmt |
| Management And General | $48,896 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,914 | TotalAmt |
| Management And General | $29,914 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,385 | TotalAmt |
| Program Services | $63,462 | ProgramServicesAmt |
| Management And General | $59,923 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,843 | TotalAmt |
| Program Services | $289,347 | ProgramServicesAmt |
| Management And General | $74,496 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,837 | TotalAmt |
| Management And General | $6,837 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,976 | TotalAmt |
| Management And General | $139,976 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,106 | TotalAmt |
| Management And General | $8,106 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,278,108 | TotalAmt |
| Program Services | $2,712,215 | ProgramServicesAmt |
| Management And General | $1,493,013 | ManagementAndGeneralAmt |
| Fundraising | $72,880 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,540 | BOYAmt |
| EOY | $76,145 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $482,108 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,975 | BOYAmt |
| EOY | $43,656 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,741 | BOYAmt |
| EOY | $112,953 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,093 | BOYAmt |
| EOY | $139,670 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,993,692 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,630,661 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,440,201 | BOYAmt |
| EOY | $1,363,031 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,978,872 | BOYAmt |
| EOY | $24,618,504 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,405 | BOYAmt |
| EOY | $113,520 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,605,935 | BOYAmt |
| EOY | $26,467,479 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,983 | BOYAmt |
| EOY | $308,742 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,674,784 | BOYAmt |
| EOY | $1,646,498 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,929 | BOYAmt |
| EOY | $68,608 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,005 | BOYAmt |
| EOY | $174,075 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,193 | BOYAmt |
| EOY | $23,167 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,280,894 | BOYAmt |
| EOY | $2,221,090 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,934,514 | BOYAmt |
| EOY | $23,855,862 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $390,527 | BOYAmt |
| EOY | $390,527 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,325,041 | BOYAmt |
| EOY | $24,246,389 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,605,935 | BOYAmt |
| EOY | $26,467,479 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $830,870 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $90,478 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $3,322,471 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,269,702 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,228,956 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,914,264 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,902,965 | CurrentTaxYearAmt |
| Total | $15,638,358 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,322,471 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,269,702 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,228,956 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,914,264 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,902,965 | CurrentTaxYearAmt |
| Total | $15,638,358 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $15,638,358 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $580,751 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $488,603 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $746,667 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $742,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $720,297 | CurrentTaxYearAmt |
| Total | $3,278,523 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $18,916,881 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,450,733 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.82670 | PublicSupportCY170Pct |
| Public Support PY170 | 0.83980 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | $27,742,494 | BeginningYearBalanceAmt |
| Contributions | $817,059 | ContributionsAmt |
| Investment Earnings Or Losses | $2,817,289 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $722,979 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,869 | OtherExpendituresAmt |
| Administrative Expenses | $369,865 | AdministrativeExpensesAmt |
| End Year Balance | $30,279,129 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,952,522 | BeginningYearBalanceAmt |
| Contributions | $252,858 | ContributionsAmt |
| Investment Earnings Or Losses | $485,637 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $518,398 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,603 | OtherExpendituresAmt |
| Administrative Expenses | $425,522 | AdministrativeExpensesAmt |
| End Year Balance | $27,742,494 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,121,232 | BeginningYearBalanceAmt |
| Contributions | $273,924 | ContributionsAmt |
| Investment Earnings Or Losses | $512,586 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $596,382 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,828 | OtherExpendituresAmt |
| Administrative Expenses | $354,010 | AdministrativeExpensesAmt |
| End Year Balance | $27,952,522 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,780,947 | BeginningYearBalanceAmt |
| Contributions | $422,909 | ContributionsAmt |
| Investment Earnings Or Losses | $3,729,309 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $483,825 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,331 | OtherExpendituresAmt |
| Administrative Expenses | $319,777 | AdministrativeExpensesAmt |
| End Year Balance | $28,121,232 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,586,726 | BeginningYearBalanceAmt |
| Contributions | $612,177 | ContributionsAmt |
| Investment Earnings Or Losses | $2,413,990 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $516,125 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,141 | OtherExpendituresAmt |
| Administrative Expenses | $311,680 | AdministrativeExpensesAmt |
| End Year Balance | $24,780,947 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.91000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.09000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| 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 | $1,333,233 | OtherCostOrOtherBasisAmt |
| Depreciation | $330,908 | DepreciationAmt |
| Book Value | $1,002,325 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,546,459 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,299,753 | DepreciationAmt |
| Book Value | $246,706 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,363,031 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO PHI KAPPA PHI CHAPTERS | Desc |
| Amt | $23,167 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $23,167 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,291,672 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $90,478 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $92,216 | OtherRevenueAmt |
| Revenue Not Reported | $182,694 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,108,978 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,108,978 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,720,324 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $92,216 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $92,216 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,628,108 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $650,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $650,000 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,278,108 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 ORGANIZATIONS 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, 2017 OR 2016. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF MERCHANDISE SOLD 92,216. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF MERCHANDISE SOLD 92,216. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS TO SISTER ORGANIZATION, THE PHI KAPPA PHI FOUNDATION 650,000. |
| 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. |
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 | PHI KAPPA PHI FOUNDATION | BusinessNameLine1Txt |
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) |
|---|---|---|
| Recipient EIN | 237044263 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $650,000 | CashGrantAmt |
| Purpose Of Grant | TO PROMOTE ACADEMIC EXCELLENCE THROUGH PHI KAPPA PHI FOUNDATION WHICH PROVIDES FELLOWSHIPS, AWARDS, AND GRANTS TO OUTSTANDING STUDENTS & ALUMNI AND INSTITUTIONS OF HIGHER LEARNING. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY TODD PHD | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $171,864 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $30,329 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $85 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $15 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $18,905 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $3,336 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $11,001 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $1,942 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $201,855 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $35,622 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | 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 AMERICAN RESEARCH COMPANY; FORM 990 FROM SIMILAR ORGANIZATIONS AND RESOURCES PROVIDED BY THE KULLMAN FIRM, AN INDEPENDENT HR CONSULTING FIRM. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE BOARD HAS THE AUTHORITY TO ESTABLISH THE AMOUNT OF FEES, DUES AND ASSESSMENTS. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE HONOR SOCIETY OF PHI KAPPA PHI HAS 110,053 ACTIVE DUES-PAYING MEMBERS AND 308 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 AMERICAN RESEARCH COMPANY; FORM 990 FROM SIMILAR ORGANIZATIONS AND RESOURCES PROVIDED BY THE KULLMAN FIRM, AN INDEPENDENT HR CONSULTING FIRM. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHI KAPPA PHI FOUNDATION | BusinessNameLine1Txt |
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) |
|---|---|---|
| EIN | 237044263 | EIN |
| Primary Activities | TO RECOGNIZE AND PROMOTE ACADEMIC EXCELLENCE | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HONOR SOCIETY OF PHI KAPPA PHI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| PHI KAPPA PHI FOUNDATION | ||
| B | $650,000 | CASH TRANSFER |
| PHI KAPPA PHI FOUNDATION | ||
| O | $238,143 | 14% OF EXPENSE |
| PHI KAPPA PHI FOUNDATION | ||
| Q | $32,596 | 14% OF EXPENSE |
| PHI KAPPA PHI FOUNDATION | ||
| S | $150,000 | CASH TRANSFER |