2017-11-09T07:53:06-06:00 2017-06-30 721088864 LAPORTE APAC 10000 PERKINS ROWE 200 BATON ROUGE LA 70810 990 2016-07-01 951856406 THE HONOR SOCIETY OF PHI KAPPA PHI HONO 2253884917 7576 GOODWOOD BLVD BATON ROUGE LA 70806 MARY TODD PHD EXECUTIVE DIRECTOR 2253884917 2017-11-08 1 TERRI A TROYER CPA P00227651 2252965150 64.88.174.3 2017-11-08 16:15:37 CS P 45A1BF9BBE325825EF2B17BC0F831DEBDFBB4C31 E0E48F7DF1E929D72EEB584945C60B43B4182588 2016 2021-01-29 14:40:06Z MARY TODD PHD 7576 GOODWOOD BLVD BATON ROUGE LA 70806 29399052 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 20 111 71591 -1862 2914264 2902965 4216 4144 1562569 1932207 288554 269662 4769603 5108978 116100 650000 0 0 1435289 1466733 0 0 72880 1896594 2161375 3447983 4278108 1321620 830870 25605935 26467479 2280894 2221090 23325041 24246389 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 750809 4144 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. 664466 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. 646940 145278 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. 650000 650000 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. 650000 650000 2712215 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 37 0 1 20 1 1 1 0 0 0 0 0 0 0 0 0 X 11 11 0 0 1 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 DEVELOPMENT 0.50 0.50 X X 0 0 0 JOANN CANALES PHD DIRECTOR 0.50 0.50 X X 0 0 0 LAURIE KRAMER PHD DIRECTOR 0.50 0.50 X X 0 0 0 STEVEN ROCK PHD DIRECTOR 0.50 0.50 X X 0 0 0 MELONY A SHEMBERGER EDD DIRECTOR 0.50 0.50 X X 0 0 0 MAIRE SIMINGTON PHD DIRECTOR 0.50 0.50 X X 0 0 0 AUTUMN GREBA UNDERGRADUATE STUDENT REPRESENTATIVE 0.50 0.50 X X 0 0 0 JACOB WHEELER GRADUATE STUDENT REPRESENTATIVE 0.50 0.50 X X 0 0 0 MARY TODD PHD EXECUTIVE DIRECTOR 31.90 5.60 X 171949 30344 35184 LOURDES BARRO CHIEF FINANCIAL OFFICER 28.10 9.40 X 88002 29334 25265 TRACI NAVARRE CHIEF MARKETING OFFICER 32.62 4.88 X 89075 13310 17144 349026 72988 77593 3 0 1 0 MARKETING GENERAL INCORPORATED 625 NORTH WASHINGTON STREET SUITE ALEXANDRIA VA 22314 MARKETING CONSULTANT 247914 FRANKLIN PRESS PO BOX 1269 BATON ROUGE LA 70821 PRINTING & MAILING 189307 E GROUP INC 11790 SUNRISE VALLEY DRIVE SUITE T RESTON VA 20191 SALES OF EMBLEMS AND REGALIA 178281 CAPITAL ONE CORPORATE CARD PO BOX 60024 NEW ORLEANS LA 70160 CREDIT CARD SERVICES 171258 COMPUTER SYSTEM INNOVATIONS 855 W PRAIRIE AVE WHEATON IL 60187 PROGRAMMING SERVICES 132218 9 2900182 2783 2902965 INCOME FROM MAGAZINE 511120 4144 4144 4144 667504 667504 124384 71591 52793 25462561 24197858 1264703 1264703 1264703 237494 92216 145278 145278 5108978 149422 71591 1985000 650000 650000 322125 322125 863997 558675 291642 13680 88793 56490 30758 1545 111904 68250 41774 1880 79914 38630 40229 1055 5000 5000 13807 13807 20653 20653 45897 45897 417323 415198 2125 5137 5137 883704 518129 310855 54720 97793 48897 48896 29914 29914 123385 63462 59923 363843 289347 74496 6837 6837 139976 139976 8106 8106 4278108 2712215 1493013 72880 78540 76145 482108 102975 43656 217741 112953 149093 139670 2993692 1630661 1440201 1363031 22978872 24618504 156405 113520 25605935 26467479 268983 308742 1674784 1646498 51929 68608 261005 174075 24193 23167 2280894 2221090 X 22934514 23855862 390527 390527 23325041 24246389 25605935 26467479 830870 90478 0 X 0 1 X 1 0 X 3322471 3269702 3228956 2914264 2902965 15638358 3322471 3269702 3228956 2914264 2902965 15638358 15638358 580751 488603 746667 742205 720297 3278523 0 0 0 0 0 18916881 1450733 0.82670 0.83980 X 0 1 X 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 22586726 612177 2413990 516125 4141 311680 24780947 0.91000 0.09000 0.00000 0 0 114000 114000 1333233 330908 1002325 1546459 1299753 246706 1363031 DUE TO PHI KAPPA PHI CHAPTERS 23167 23167 X 5291672 90478 92216 182694 5108978 0 5108978 3720324 92216 92216 3628108 650000 650000 4278108 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. 1 PHI KAPPA PHI FOUNDATION 7576 GOODWOOD BLVD BATON ROUGE LA 70806 237044263 501(C)(3) 650000 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 X 0 0 0 0 0 0 0 0 0 MARY TODD PHD EXECUTIVE DIRECTOR 171864 30329 85 15 0 0 18905 3336 11001 1942 201855 35622 0 0 SCHEDULE J, 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 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 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. 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 1 PHI KAPPA PHI FOUNDATION B 650000 CASH TRANSFER PHI KAPPA PHI FOUNDATION O 238143 14% OF EXPENSE PHI KAPPA PHI FOUNDATION Q 32596 14% OF EXPENSE PHI KAPPA PHI FOUNDATION S 150000 CASH TRANSFER