PHI DELTA KAPPA INTERNATIONAL INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PHI DELTA KAPPA INTERNATIONAL INC (EIN 35-0975844)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-04-29
- IRS object ID
- 201621209349300502
- Schema version
- 2014v6.0
- 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 | 2016-04-29T07:35:16-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N Illinois Street | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350975844 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Phi Delta Kappa International Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CATHERINE RUF CFO | InCareOfNm |
| Business Name Control | PHID | BusinessNameControlTxt |
| Phone | 8123391156 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1525 Wilson Blvd Ste 705 | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSHUA P STARR | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8123391156 | PhoneNum |
| Signature | 2016-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICOLE B FISHBACK | PreparerPersonNm |
| PTIN | P01279475 | PTIN |
| Phone | 3173834000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOSHUA P STARR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1525 WILSON BLVD SUITE 705 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,636,190 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP//WWW.PKDINTL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1906 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | PHI DELTA KAPPA CONNECTS MEMBERS IN LEARNING COMMUNITIES; SHARES RESEARCH, INNOVATIONS & BEST PRACTICES; & EMPOWERS MEMBERS TO ADVOCATE FOR THEIR STUDENTS& THEIR PROFESSION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 17 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $14,973 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$27,571 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,982,818 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,495,412 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $403,067 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $235,951 | CYProgramServiceRevenueAmt |
| PY Investment Income | $170,050 | PYInvestmentIncomeAmt |
| CY Investment Income | $390,622 | CYInvestmentIncomeAmt |
| PY Other Revenue | $174,021 | PYOtherRevenueAmt |
| CY Other Revenue | $305,051 | CYOtherRevenueAmt |
| PY Total Revenue | $3,729,956 | PYTotalRevenueAmt |
| CY Total Revenue | $3,427,036 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $23,200 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $33,184 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,608,904 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,756,152 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $98,867 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,250,019 | PYOtherExpensesAmt |
| CY Other Expenses | $2,255,370 | CYOtherExpensesAmt |
| PY Total Expenses | $3,882,123 | PYTotalExpensesAmt |
| CY Total Expenses | $4,044,706 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$152,167 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$617,670 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,323,566 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,279,558 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,152,623 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,967,239 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,170,943 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,312,319 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PHI DELTA KAPPA INTERNATIONAL FAMILY OF ASSOCIATIONS' MISSION IS TO GROW AND CONNECT LEADERS IN EDUCATION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $670,236 | ExpenseAmt |
| Grant | $33,184 | GrantAmt |
| Revenue | $299,773 | RevenueAmt |
| Desc | PHI DELTA KAPPA INTERNATIONAL (PDK) REPRESENTS THE FAMILY OF ASSOCIATIONS INCLUDING PDK, PI LAMBDA THETA AND THE FUTURE EDUCATORS ASSOCIATION. PDK IS A GLOBAL NETWORK OF EDUCATORS THAT SERVES AS A TRUSTED VOICE AND ADVOCATE FOR POLICIES AND PRACTICES THAT SUPPORT IMPROVED TEACHING AND INCREASED STUDENT LEARNING. PDK ALSO PROVIDES RESOURCES AND PROGRAMS THAT SUPPORT THE RECRUITMENT, RETENTION, AND LEARNING NEEDS OF EXCELLENT EDUCATORS. FOR OVER 100 YEARS, PDK HAS DEVELOPED AND SUPPORTED LEADERS IN EDUCATION. ITS MEMBERS INCLUDE TEACHERS, PRINCIPALS, SUPERINTENDENTS, HIGHER EDUCATION ADMINISTRATORS, AND FACILITY MEMBERS. PDK IS BEST KNOWN FOR ITS HIGHLY REGARDED MAGAZINE, THE PHI DELTA KAPPAN, AND THE ANNUAL PDK/GALLUP POLL OF THE PUBLIC'S ATTITUDES TOWARD THE PUBLIC SCHOOLS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $59,988 | ExpenseAmt |
| Revenue | $14,701 | RevenueAmt |
| Desc | PI LAMBDA THETA IS THE MOST SELECTIVE HONOR SOCIETY FOR UNDERGRADUATE AND GRADUATE EDUCATION MAJORS. ITS MEMBERSHIP IS LIMITED TO STUDENTS AND PROFESSIONALS WHO SATISFY ACADEMIC ELIGIBILITY REQUIREMENTS, MAKING IT A DISTINCTIVE AND WELL RECOGNIZED HONOR. ONCE ACCEPTED INTO PI LAMBDA THETA, MEMBERS RECEIVE EDUCATIONAL HORIZONS, THE ONLY MAGAZINE DESIGNED SPECIFICALLY FOR PRE-SERVICE EDUCATORS AND TEACHERS NEW TO THE PROFESSION. ADDITIONALLY, MEMBERS HAVE ACCESS TO SCHOLARSHIPS SUPPORTING FURTHER STUDY AND FUNDING FOR ACTION-ORIENTED RESEARCH. MEMBERS ALSO HAVE ACCESS TO INTERNATIONAL TRAVEL OPPORTUNITIES, CAREER INFORMATION, AND RESOURCES TO HELP DEVELOP CLASSROOM MANAGEMENT SKILLS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $412,147 | ExpenseAmt |
| Revenue | $176,427 | RevenueAmt |
| Desc | THE FUTURE EDUCATORS ASSOCIATION (FEA) IS THE ONLY FEDERALLY RECOGNIZED STUDENT ORGANIZATION DEDICATED TO SUPPORTING YOUNG PEOPLE INTERESTED IN EDUCATION-RELATED CAREERS. FOUNDED IN 1937, FEA HAS HELPED THOUSANDS OF STUDENTS DEVELOP THE SKILLS AND STRONG LEADERSHIP TRAITS THAT ARE FOUND IN HIGH QUALITY EDUCATORS. FEA IS RECOGNIZED BY THE UNITED STATES DEPARTMENT OF EDUCATION AS A CAREER AND TECHNICAL STUDENT ORGANIZATION (CTSO), ONLY ONE OF 10 IN THE NATION. FEA MEMBERS ARE ORGANIZED IN HIGH SCHOOL BASED CHAPTERS AND ON COLLEGE CAMPUSES. MEMBERS RECEIVE INSTRUCTIONS AND CAREER INFORMATION LOCALLY, AND PARTICIPATE IN DEMONSTRATIONS OF TEACHING SKILLS THROUGH STATE AND NATIONAL-LEVEL COMPETITIONS. MEMBERS ALSO RECEIVE GO TEACH, A MAGAZINE DEVOTED TO PROVIDING STUDENTS AND ADULT ADVISORS KNOWLEDGE ABOUT THE BEST TEACHING PRACTICES. THIS PROGRAM WAS RE-BRANDED AND EXPANDED IN AUGUST 2015 AS EDUCATORS RISING. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,801,022 | ExpenseAmt |
| Revenue | $137,178 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,801,022 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $137,178 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,943,393 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 17 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHERINE RUF CFO | PersonNm |
| Phone | 8122696628 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 W 8TH ST SUITE 216 | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47404 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JOSE VEGA | ||||||||
| BOARD MEMBER | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOANN MASTERSON | ||||||||
| BOARD MEMBER | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DOUGLAS CHRISTENSEN | ||||||||
| VICE CHAIR | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARK STRAUSS | ||||||||
| BOARD MEMBER | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL HOFFMAN | ||||||||
| BOARD MEMBER | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DAVID HEMPHILL | ||||||||
| BOARD MEMBER | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM J BUSHAW | ||||||||
| CEO (ENDED ON 6/26/15) | 50.0 | 0.0 | Yes (X) | $242,308 | $0 | $25,382 | Yes (X) | |
| PATRICIA WILLIAMS | ||||||||
| CHAIR | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CURTIS CAIN | ||||||||
| VICE CHAIR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARY RUTH RAY | ||||||||
| BOARD MEMBER | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARY JOHN O'HAIR | ||||||||
| BOARD MEMBER | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN ANDRESON | ||||||||
| PAST CHAIR | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ANGELA WALMSLEY | ||||||||
| BOARD MEMBER | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KATHERINE OLIVER | ||||||||
| BOARD MEMBER | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOSHUA P STARR | ||||||||
| CEO (STARTED ON 6/8/15) | 50.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CATHERINE RUF | ||||||||
| CHIEF FINANCIAL OFFICER | 50.0 | 0.0 | $125,625 | $0 | $13,357 | Yes (X) | ||
| JOAN RICHARDSON | ||||||||
| EDITOR IN CHIEF | 50.0 | 0.0 | $144,859 | $0 | $27,934 | Yes (X) | ||
| DANIEL BROWN | ||||||||
| FEA EXECUTIVE DIRECTOR | 50.0 | 0.0 | $125,232 | $0 | $14,644 | Yes (X) | ||
| ASHLEY KINCAID | ||||||||
| PI LAMBDA THETA EXEC DIRECTOR | 50.0 | 0.0 | $114,916 | $0 | $12,319 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $752,940 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $93,636 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EDUCATION FIRST CONSULTING LLC | |||||
| PO BOX 22871 | SEATTLE | WA | 98122 | STRATEGIC CONSULTING | $103,927 |
| S2 CONSULTING LLC | |||||
| 25 LEWIS ST | GREENWICH | CT | 06830 | DIGITAL CONSULTING | $120,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,803,581 | MembershipDuesAmt |
| All Other Contributions | $691,831 | AllOtherContributionsAmt |
| Total Contributions | $2,495,412 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CURRICULUM AUDIT | 511120 | $8,400 | $8,400 |
| SUBSCRIPTIONS | 511120 | $3,123 | $3,123 |
| CONFERENCE INCOME | 611710 | $224,428 | $224,428 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $235,951 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $87,023 | TotalRevenueColumnAmt |
| Exclusion | $87,023 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $254,950 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $254,950 | RelatedOrExemptFuncIncomeAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,495,118 | SecuritiesAmt |
| Other | $7,295 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,181,717 | SecuritiesAmt |
| Other | $17,097 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $313,401 | SecuritiesAmt |
| Other | -$9,802 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $303,599 | TotalRevenueColumnAmt |
| Exclusion | $303,599 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $20,179 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $10,340 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,839 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,839 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| ADVERTISING REVENUE | 611710 | $14,973 | $14,973 | |
| MISCELLANEOUS REVENUE | 611710 | $25,289 | $25,289 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $40,262 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,427,036 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $526,029 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $14,973 | UnrelatedBusinessRevenueAmt |
| Exclusion | $390,622 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,184 | TotalAmt |
| Program Services | $33,184 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $406,672 | TotalAmt |
| Program Services | $281,701 | ProgramServicesAmt |
| Management And General | $120,050 | ManagementAndGeneralAmt |
| Fundraising | $4,921 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $995,708 | TotalAmt |
| Program Services | $689,727 | ProgramServicesAmt |
| Management And General | $293,933 | ManagementAndGeneralAmt |
| Fundraising | $12,048 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $353,772 | TotalAmt |
| Program Services | $291,429 | ProgramServicesAmt |
| Management And General | $57,252 | ManagementAndGeneralAmt |
| Fundraising | $5,091 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,707 | TotalAmt |
| Management And General | $4,707 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,379 | TotalAmt |
| Management And General | $33,379 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,818 | TotalAmt |
| Management And General | $22,818 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $346,949 | TotalAmt |
| Program Services | $200,556 | ProgramServicesAmt |
| Management And General | $146,322 | ManagementAndGeneralAmt |
| Fundraising | $71 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,262 | TotalAmt |
| Program Services | $98,127 | ProgramServicesAmt |
| Management And General | $80,159 | ManagementAndGeneralAmt |
| Fundraising | $1,976 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,671 | TotalAmt |
| Program Services | $51,724 | ProgramServicesAmt |
| Management And General | $22,043 | ManagementAndGeneralAmt |
| Fundraising | $904 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,948 | TotalAmt |
| Program Services | $85,166 | ProgramServicesAmt |
| Management And General | $36,294 | ManagementAndGeneralAmt |
| Fundraising | $1,488 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,701 | TotalAmt |
| Program Services | $21,267 | ProgramServicesAmt |
| Management And General | $9,063 | ManagementAndGeneralAmt |
| Fundraising | $371 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $415,128 | TotalAmt |
| Program Services | $320,243 | ProgramServicesAmt |
| Management And General | $94,885 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,972 | TotalAmt |
| Program Services | $67,866 | ProgramServicesAmt |
| Management And General | $28,921 | ManagementAndGeneralAmt |
| Fundraising | $1,185 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,437 | TotalAmt |
| Program Services | $19,006 | ProgramServicesAmt |
| Management And General | $8,099 | ManagementAndGeneralAmt |
| Fundraising | $332 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| MEMBERS SERVICES AND PROGRAMS | $194,696 | $194,696 |
| KAPPAN PUBLICATIONS EXPENSE | $252,464 | $252,464 |
| DIRECT MAIL CAMPAIGNS | $32,751 | $32,751 |
| PROFESSIONAL PROGRAMS | $242,041 | $242,041 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,446 | TotalAmt |
| Program Services | $61,445 | ProgramServicesAmt |
| Management And General | $44,521 | ManagementAndGeneralAmt |
| Fundraising | $70,480 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,044,706 | TotalAmt |
| Program Services | $2,943,393 | ProgramServicesAmt |
| Management And General | $1,002,446 | ManagementAndGeneralAmt |
| Fundraising | $98,867 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,627 | BOYAmt |
| EOY | $31,468 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,170 | BOYAmt |
| EOY | $213,370 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,481 | BOYAmt |
| EOY | $90,248 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,046 | BOYAmt |
| EOY | $55,991 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $462,649 | BOYAmt |
| EOY | $317,380 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,235,217 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $657,853 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $318,404 | BOYAmt |
| EOY | $577,364 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,140,189 | BOYAmt |
| EOY | $3,993,737 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,323,566 | BOYAmt |
| EOY | $5,279,558 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $939,291 | BOYAmt |
| EOY | $1,002,535 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,213,332 | BOYAmt |
| EOY | $964,704 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,152,623 | BOYAmt |
| EOY | $1,967,239 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,170,943 | BOYAmt |
| EOY | $3,312,319 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,170,943 | BOYAmt |
| EOY | $3,312,319 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,323,566 | BOYAmt |
| EOY | $5,279,558 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$617,670 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$343,004 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $102,050 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,745,004 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,654,148 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,011,837 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,982,818 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,495,412 | CurrentTaxYearAmt |
| Total | $14,889,219 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,897,710 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,005,843 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $883,404 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $403,067 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $235,951 | CurrentTaxYearAmt |
| Total | $4,425,975 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,642,714 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,659,991 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,895,241 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,385,885 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,731,363 | CurrentTaxYearAmt |
| Total | $19,315,194 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $19,315,194 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $144,889 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $98,849 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $79,836 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $136,537 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $341,973 | CurrentTaxYearAmt |
| Total | $802,084 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $144,889 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $98,849 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $79,836 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $136,537 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $341,973 | CurrentTaxYearAmt |
| Total | $802,084 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,537 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $25,897 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,289 | CurrentTaxYearAmt |
| Total | $116,723 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,853,140 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,758,840 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,975,077 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,548,319 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,098,625 | CurrentTaxYearAmt |
| Total | $20,234,001 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95459 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96690 | PublicSupportPY509Pct |
| Investment Income CY | 0.03964 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02830 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $18,200 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,200 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,217,017 | OtherCostOrOtherBasisAmt |
| Depreciation | $639,653 | DepreciationAmt |
| Book Value | $577,364 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $577,364 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $3,173,604 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$343,004 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $112,390 | OtherRevenueAmt |
| Revenue Not Reported | -$230,614 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,404,218 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $22,818 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $22,818 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,427,036 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,032,228 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $10,340 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $10,340 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,021,888 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $22,818 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $22,818 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,044,706 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI LINE 2D & PART XII LINE 2D | OTHER REVENUE PART XI LINE 2D COST OF GOODS SOLD $ 10,340 NET ASSETS RELEASED FROM RESTRICTIONS $102,050 OTHER EXPENSES PART XII LINE 2D COST OF GOODS SOLD $ 10,340 |
| FIN 48 DISCLOSURE | SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATIERAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|
| CHAPTER AWARD | 1 | $10,000 |
| PES NON-ENDOWED | 2 | $1,200 |
| INNOVATION & IMPACT GRANTS | 3 | $16,234 |
| PLT STUDENT SUPPORT | 8 | $5,750 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURE FOR MONITORING GRANTS IN THE U.S. SCHOLARSHIPS AND GRANTS ARE ADVERTISED ON THE ASSOCIATIONS' WEBSITES, THROUGH SOCIAL MEDIA, PAPER AND ELECTRONIC PUBLICATIONS AND EMAILS TO CHAPTERS AND MEMBERS. EACH TYPE OF SCHOLARSHIP OR GRANT HAS DESIGNATED CRITERIA. APPLICATIONS ARE COMPLETED ONLINE AND MAY BE SCORED ONLINE BY COMMITTEE(S). SCHOLARSHIP AWARDS ARE PAID DIRECTLY TO THE COLLEGE OR UNIVERSITY WITH THE STUDENT'S IDENTIFICATION NUMBER. ALL AWARDS WERE TO TAX EXEMPT ORGANIZATIONS. | 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 |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM J BUSHAW | ||||||||||||||
| CEO (ENDED ON 6/26/15) | $242,308 | $0 | $0 | $0 | $0 | $0 | $23,896 | $0 | $1,486 | $0 | $267,690 | $0 | $0 | $0 |
| JOAN RICHARDSON | ||||||||||||||
| EDITOR IN CHIEF | $144,859 | $0 | $0 | $0 | $0 | $0 | $15,407 | $0 | $12,527 | $0 | $172,793 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS: PHI DELTA KAPPA HAS ONLY ONE CLASS OF MEMBERS. NO SPECIFIC EDUCATIONAL CREDENTIALS REQUIRED TO BE A MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS POWER TO ELECT: MEMBERS IN REGIONS ELECT REGIONAL BOARD MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7B | GOVERNANCE DECISIONS: ANY CHANGE TO THE BYLAWS IS REQUIRED TO BE VOTED ON BY THE MEMBERS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | 990 REVIEW: THE CHIEF OPERATING OFFICER MAY NOT FILE THE FEDERAL FORM 990 FOR THE ORGANIZATION WITHOUT PROVIDING A COPY TO THE BOARD OF DIRECTORS AND BEFORE REVIEW AND APPROVAL BY THE FINANCE COMMITTEE. THE RETURN IS ALSO REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY: BOARD MEMBERS ANNUALLY AFFIRM VERBALLY AND EFFECTIVE WITH POLICY ADOPTED IN AUGUST 2009, BOARD MEMBERS SUBMIT ANY CONFLICT OF INTEREST IN WRITING. IF THERE IS A CONFLICT, THE BOARD MEMBER WITH THE CONFLICT ABSTAINS FROM VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION: THE PDK INTERNATIONAL BOARD WILL PAY ITS CEO REASONABLE COMPENSATION FOR SERVICES RENDERED TO THE ORGANIZATION. COMPARABLE COMPENSATION AND BENEFITS FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS WILL BE RESEARCHED BY THE PERSONNEL COMMITTEE. THE PERSONNEL COMMITTEE WILL CONTEMPORANEOUSLY DOCUMENT AND RECORD ITS DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. THE BOARD WILL REVIEW SALARY AND BENEFITS ONE YEAR PRIOR TO THE END OF THE CONTRACTED PERIOD. A NEW CEO WAS HIRED IN JUNE 2015. |
| FORM 990, PART VI, SECTION B, LINE 15B | COMPENSATION-OTHER OFFICERS & KEY EMPLOYEES: THE CEO SETS THE COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES WITH REVIEW BY THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS AVAILABLE: THE BY-LAWS AND BOARD POLICIES, INCLUDING THE CONFLICT OF INTEREST POLICY ARE PROVIDED UPON REQUEST. FINANCIAL STATEMENTS ARE ALSO PROVIDED UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES: NET ASSETS RELEASED FROM RESTRICTIONS $102,050 |