Civic Intelligence

Phi Kappa Phi Foundation

990 • Fiscal year 2015 • EIN 23-7044263

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 04, 2015

Organization Profilewww.phikappaphi.org
7576 Goodwood BlvdBaton Rouge, LA 70806

(225) 388-4917

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

8th percentile

0.03x

Higher debt load relative to revenue than 8% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

94th percentile

59%

Higher net margin than 94% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

34th percentile

$188,758

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 8.1% of source-year revenue.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

35th percentile

-1.1%

Faster asset growth than 35% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

87th percentile

37%

Faster revenue growth than 87% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets6th percentile

Assets

Down

$27,632,037

Down $307,442 (-1.1%) from 2014

Net Assets

Down

$27,561,993

Down $168,713 (-0.6%) from 2014

Liabilities

Down

$70,044

Down $138,729 (-66%) from 2014

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin94th percentile

Revenue

Up

$2,316,500

Up $623,493 (+37%) from 2014

Expenses

Up

$955,224

Up $143,291 (+18%) from 2014

Net Income

Up

$1,361,276

Up $480,202 (+55%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2011: $21,681,863Liabilities 2011: $96,248Net Assets 2011: $21,585,6152011Assets 2012: $22,310,771Liabilities 2012: $114,371Net Assets 2012: $22,196,4002012Assets 2013: $24,522,307Liabilities 2013: $131,886Net Assets 2013: $24,390,4212013Assets 2014: $27,939,479Liabilities 2014: $208,773Net Assets 2014: $27,730,7062014Assets 2015: $27,632,037Liabilities 2015: $70,044Net Assets 2015: $27,561,9932015Assets 2016: $27,521,058Liabilities 2016: $169,092Net Assets 2016: $27,351,9662016Assets 2017: $29,999,514Liabilities 2017: $110,912Net Assets 2017: $29,888,6022017Assets 2018: $32,350,085Liabilities 2018: $133,287Net Assets 2018: $32,216,7982018Assets 2019: $34,194,446Liabilities 2019: $198,396Net Assets 2019: $33,996,0502019Assets 2020: $34,887,658Liabilities 2020: $161,213Net Assets 2020: $34,726,4452020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2015

Assets$27,632,037
Liabilities$70,044
Net Assets$27,561,993
Open 2015 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0Expenses 2011: $726,8552011Expenses 2012: $726,2972012Expenses 2013: $831,9462013Revenue 2014: $1,693,007Expenses 2014: $811,933Net Income 2014: $881,0742014Revenue 2015: $2,316,500Expenses 2015: $955,224Net Income 2015: $1,361,2762015Revenue 2016: $2,099,689Expenses 2016: $948,523Net Income 2016: $1,151,1662016Revenue 2017: $4,012,213Expenses 2017: $1,097,713Net Income 2017: $2,914,5002017Revenue 2018: $2,179,523Expenses 2018: $1,051,907Net Income 2018: $1,127,6162018Revenue 2019: $1,889,330Expenses 2019: $1,271,297Net Income 2019: $618,0332019Revenue 2020: $1,956,977Expenses 2020: $1,383,512Net Income 2020: $573,4652020Revenue 2021: $11,353,832Expenses 2021: $1,079,947Net Income 2021: $10,273,8852021

Highlighted filing

2015

Revenue$2,316,500
Expenses$955,224
Net Income$1,361,276
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 4, 2015
Return Version
2014v5.0
Gross Receipts
$3,471,972
Mission and Program Overview

Mission

To recognize and promote academic excellence in all fields of higher education and to engage the community of scholars in service to others.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$27,838,050$27,558,335▼ $279,715
Savings and Temporary Cash Investments$28,837$51,665▲ $22,828
Cash and Non-Interest-Bearing Accounts$72,517$22,037▼ $50,480
Accounts Receivable$75--
Total Assets$27,939,479$27,632,037▼ $307,442
Liabilities
Other Liabilities$186,231$46,846▼ $139,385
Accounts Payable and Accrued Expenses$22,542$23,198▲ $656
Total Liabilities$208,773$70,044▼ $138,729
Net Assets / Fund Balance
Unrestricted Net Assets$25,543,592$25,371,834▼ $171,758
Permanently Rstr Net Assets$2,187,114$2,190,159▲ $3,045
Total Net Assets Fund Balance$27,730,706$27,561,993▼ $168,713
Total Liabilities and Net Assets / Fund Balance$27,939,479$27,632,037▼ $307,442

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$28,121,232$276,924▲ $512,586$4,828$27,955,522
2013$24,780,947$422,909▲ $3,729,309$8,331$28,121,232
2012$22,586,726$612,177▲ $2,413,990$4,141$24,780,947
2011$21,968,441$757,458▲ $587,124$73,045$22,586,726
2010$18,160,600$1,112,925▲ $3,421,772$70,934$21,968,441
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lourdes BarroCFO/Associate Executive DirectorPT$25,001$98,509$123,510
Mary Todd PhDExecutive DirectorPT$23,653$4,660$28,313

Board Members and Trustees

NameTitle
Diane G Smathers EdDSociety Past President
Timothy L Hulsey PhDSociety President
Gypsy M Denzine PhDSociety President-Elect
Daniel H Sandweiss PhdRegional Vice President
Randy Winzer METRegional Vice President
Capt Wendy LawrenceVice President at Large
Maire Simington PhDVice President at Large
Rodney P Hughes PhDVice President at Large
Eryn JagerVice President for Students
Gina ColaianniVice President for Students
Tyler P DufreneVice President for Students
Missy Hopper PhDVP for Chapter Development
Angela Lumpkin PhdVP for Fellowships and Awards
Steven Rock PhDVP for Finance
Jake McNeill PhDVP for Mktg. & Member Benefits
Revenue and Support

Revenue Composition

Contributions and Grants
$273,924
Program Service Revenue
$0
Investment Income
$2,042,576
Other Revenue
$0
All Other Contributions
$173,924
Change in Net Assets
$1,361,276

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,216,500
Revenue Not Reported on Financial Statements
$100,000
Revenue Not Reported on Form 990
$-1,529,989
Other Revenue Adjustments
$100,000
Total Revenue per Audited Statements
$686,511
Total Revenue per Form 990
$2,316,500
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$596,382
Salaries, Compensation, and Employee Benefits$207,509
Other Expenses$151,333
Total Fundraising Expense$25,925
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$565,460--$565,460
Other Salaries and Wages$76,110$23,769$1,603$101,482
Fees for Service Investment Mgmnt Fees-$89,260-$89,260
Current Officers, Directors, Trustees, and Key Employees$9,587$54,005$3,196$66,788
Grants to Domestic Orgs$27,522--$27,522
Office Expenses$1,194$5,540$12,572$19,306
Other Employee Benefits$11,922$5,652$432$18,006
Travel-$13,460-$13,460
Payroll Taxes$6,469$5,370$366$12,205
Pension Plan Contributions$7,157$1,713$158$9,028
Fees for Services Other--$7,598$7,598
Advertising$6,460--$6,460
Fees for Services Accounting-$5,000-$5,000
Occupancy-$4,829-$4,829
Conferences and Meetings-$3,449-$3,449
Foreign Grants$3,400--$3,400
Information Technology-$1,789-$1,789
Insurance-$182-$182
Total Functional Expenses$715,281$214,018$25,925$955,224

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$955,224
Total Expenses per Audited Statements$955,224
Total Expenses per Form 990$955,224
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to the Honor Society of Phi Kappa Phi$46,846
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“The Phi Kappa Phi Foundation has approximately 109,000 active dues-paying members and 313 active chapters.”

Form 990, Part VI, Section A, line 7A

“Phi Kappa Phi Foundation members, through their chapter delegates, vote for the following governing body positions every two years: President-Elect, Vice President for Finance, Vice President for Fellowships and Awards, Vice President for Marketing and Member Benefits and Regional Vice Presidents. Active members can also vote for two members at large.”

Form 990, Part VI, Section A, line 7B

“Foundation members, represented by chapter officers, need to approve by-law changes.”

Form 990, Part VI, Section B, line 11

“All members of the Board of Directors are sent electronic copies of the 990 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 Society's website”

Filing and Contact Details

Filer

Filer Name
Phi Kappa Phi Foundation
EIN
23-7044263
Phone
2253884917
Address
7576 Goodwood Blvd, Baton Rouge, LA 70806

Signing Officer

Name
Mary Todd PhD
Title
Executive Director
Phone
2253884917
Signed
2015-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Todd PhD
Formed
1969
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
19
Volunteers
15

Preparer

Firm
LaPorte APAC
Address
5100 VILLAGE WALK SUITE 300, COVINGTON, LA 70433
Preparer
Sean O'Neill CPA
Phone
9858925850
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The Finance and Budget Committee assumes the responsibility for oversight of the audit and selection of an independent accountant. The process has not changed from the prior year, but a new accounting firm was hired in 2015.”

Financial Statement Notes

Part V, Line 4:

“The endowments are used for the organization'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.”

Part X, Line 2:

“Accounting principles generally accepted in the United States of America provide accounting and disclosure guidance about positions taken by an entity in its tax returns that might be uncertain. Phi Kappa Phi believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. Penalties and interest assessed by income taxing authorities, if any, would be included in operating expenses.”

Part XI, Line 4B - Other Adjustments:

“contribution from The Honor Society of Phi Kappa Phi 100,000.”

Raw XML AppendixShowing 400 of 645 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0Fifty-seven Fellowships in support of first-year graduate or professional studies were awarded. Some Fellowships may be deferred into another academic year. Fifty-one Fellowships at $5,000 each and five Marcus Urann Fellowships at $15,000 each were claimed. Three partial Marcus Urann Fellowships at $7,500 each were claimed. Each Fellowship receipient received a $35 one year membership in Phi Kappa Phi.
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IRS990/Form990PartVIISectionAGrp/PersonNm0Timothy L Hulsey PhD
IRS990/Form990PartVIISectionAGrp/PersonNm1Gypsy M Denzine PhD
IRS990/Form990PartVIISectionAGrp/PersonNm2Diane G Smathers EdD
IRS990/Form990PartVIISectionAGrp/PersonNm3Angela Lumpkin Phd
IRS990/Form990PartVIISectionAGrp/PersonNm4Steven Rock PhD
IRS990/Form990PartVIISectionAGrp/PersonNm5Jake McNeill PhD
IRS990/Form990PartVIISectionAGrp/PersonNm6Missy Hopper PhD
IRS990/Form990PartVIISectionAGrp/PersonNm7Daniel H Sandweiss Phd
IRS990/Form990PartVIISectionAGrp/PersonNm8Randy Winzer MET
IRS990/Form990PartVIISectionAGrp/PersonNm9Rodney P Hughes PhD
IRS990/Form990PartVIISectionAGrp/PersonNm10Capt Wendy Lawrence
IRS990/Form990PartVIISectionAGrp/PersonNm11Maire Simington PhD
IRS990/Form990PartVIISectionAGrp/PersonNm12Gina Colaianni
IRS990/Form990PartVIISectionAGrp/PersonNm13Tyler P Dufrene
IRS990/Form990PartVIISectionAGrp/PersonNm14Eryn Jager
IRS990/Form990PartVIISectionAGrp/PersonNm15Mary Todd PhD
IRS990/Form990PartVIISectionAGrp/PersonNm16Lourdes Barro
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1675004
IRS990/Form990PartVIISectionAGrp/TitleTxt0Society President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Society President-Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt2Society Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP for Fellowships and Awards
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP for Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP for Mktg. & Member Benefits
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP for Chapter Development
IRS990/Form990PartVIISectionAGrp/TitleTxt7Regional Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt8Regional Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt9Vice President at Large
IRS990/Form990PartVIISectionAGrp/TitleTxt10Vice President at Large
IRS990/Form990PartVIISectionAGrp/TitleTxt11Vice President at Large
IRS990/Form990PartVIISectionAGrp/TitleTxt12Vice President for Students
IRS990/Form990PartVIISectionAGrp/TitleTxt13Vice President for Students
IRS990/Form990PartVIISectionAGrp/TitleTxt14Vice President for Students
IRS990/Form990PartVIISectionAGrp/TitleTxt15Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16CFO/Associate Executive Director
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IRS990/MissionDesc0To recognize and promote academic excellence in all fields of higher education and to engage the community of scholars in service to others.
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01603
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05370
IRS990/PayrollTaxesGrp/ProgramServicesAmt06469
IRS990/PayrollTaxesGrp/TotalAmt012205
IRS990/PensionPlanContributionsGrp/FundraisingAmt0158
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01713
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt07157
IRS990/PensionPlanContributionsGrp/TotalAmt09028
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IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02190159
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IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Mary Todd PhD
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IRS990/ProgSrvcAccomActy2Grp/Desc0The Love of Learning Awards help fund post-baccalaureate studies and/or career development for active Phi Kappa Phi members to include (but not limited to): graduate or professional studies, doctoral dissertations, continuing education, career development, and similar projects. Two hundred twenty-eight awards of $500 each were granted.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0135903
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0114000
IRS990/ProgSrvcAccomActy3Grp/Desc0Seventy-five Study Abroad Grants recognize and assist undergraduate students as they seek knowledge abroad.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt090125
IRS990/ProgSrvcAccomActy3Grp/GrantAmt075000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0The Literacy Grant Programs was initiated in 2003 to mobilize members and resources of Phi Kappa Phi and the higher education community to champion literacy initiatives. Grants are available to Phi Kappa Phi chapters and individual members to fund ongoing literacy projects, or to create new initiatives. The Society's commitment to the cause of literacy grows out and is consistent with the mission statement.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1Each year, the Phi Kappa awards two Dissertations Fellowships of $10,000 each to members who are doctoral candidates and are completing dissertations.
IRS990/ProgSrvcAccomActyOtherGrp/Desc2The Phi Kappa Phi Scholar Award and Phi Kappa Phi Award honor those individuals who demonstrate the ideals of the society through their activities, achievements and scholarship. Awardees receive $1,000 honoraria, a life membership and recognition citation. Each award is given once a biennium.The Ray Sylvester Distinguished Service Award honors an individual who has provided sustained, non-compensated volunteer service to others beyond the realm of academia. The award recipient receives a $1,000 honorarium, a life membership and a recognition citation. The award is given once a biennium.
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IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt123987
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt24626
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IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt120000
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt23000
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Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,632,037
Liabilities
$70,044
Net assets
$27,561,993
Revenue
$2,316,500
Expenses
$955,224
Net income
$1,361,276
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$11.4$1.08$10.3
2020Detailed filing. Detailed filing data is available for this year.$34.9$0.16$34.7$1.96$1.38$0.57
2019Detailed filing. Detailed filing data is available for this year.$34.2$0.20$34.0$1.89$1.27$0.62
2018Detailed filing. Detailed filing data is available for this year.$32.4$0.13$32.2$2.18$1.05$1.13
2017Detailed filing. Detailed filing data is available for this year.$30.0$0.11$29.9$4.01$1.10$2.91
2016Detailed filing. Detailed filing data is available for this year.$27.5$0.17$27.4$2.10$0.95$1.15
2015Detailed filing. Detailed filing data is available for this year.$27.6$0.07$27.6$2.32$0.96$1.36
2014Detailed filing. Detailed filing data is available for this year.$27.9$0.21$27.7$1.69$0.81$0.88
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.5$0.13$24.4$0.83
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.3$0.11$22.2$0.73
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.7$0.10$21.6$0.73