Civic Intelligence

Phi Kappa Phi Foundation

990 • Fiscal year 2016 • EIN 23-7044263

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 26, 2016

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

8th percentile

0.01x

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

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

17th percentile

0.08x

Higher debt load relative to revenue than 17% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

94th percentile

55%

Higher net margin than 94% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

43rd percentile

$222,490

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

36th percentile

-0.4%

Faster asset growth than 36% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

22nd percentile

-9.4%

Faster revenue growth than 22% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$27,521,058

Down $110,979 (-0.4%) from 2015

Net Assets

Down

$27,351,966

Down $210,027 (-0.8%) from 2015

Liabilities

Up

$169,092

Up $99,048 (+141%) from 2015

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin94th percentile

Revenue

Down

$2,099,689

Down $216,811 (-9.4%) from 2015

Expenses

Down

$948,523

Down $6,701 (-0.7%) from 2015

Net Income

Down

$1,151,166

Down $210,110 (-15%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2016

Assets$27,521,058
Liabilities$169,092
Net Assets$27,351,966
Open 2016 Filing

Operations Trend

Revenue Growth22nd 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

2016

Revenue$2,099,689
Expenses$948,523
Net Income$1,151,166
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 26, 2016
Return Version
2015v2.1
Gross Receipts
$5,255,017
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$27,558,335$27,458,152▼ $100,183
Savings and Temporary Cash Investments$51,665$49,962▼ $1,703
Cash and Non-Interest-Bearing Accounts$22,037$12,562▼ $9,475
Accounts Receivable-$382-
Total Assets$27,632,037$27,521,058▼ $110,979
Liabilities
Other Liabilities$46,846$144,405▲ $97,559
Accounts Payable and Accrued Expenses$23,198$24,687▲ $1,489
Total Liabilities$70,044$169,092▲ $99,048
Net Assets / Fund Balance
Unrestricted Net Assets$25,371,834$25,157,784▼ $214,050
Permanently Rstr Net Assets$2,190,159$2,194,182▲ $4,023
Total Net Assets Fund Balance$27,561,993$27,351,966▼ $210,027
Total Liabilities and Net Assets / Fund Balance$27,632,037$27,521,058▼ $110,979

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$27,955,522$252,858▲ $485,637$4,603$27,742,494
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
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lourdes BarroCFO/Associate Executive DiPT$27,779$108,184$135,963
Mary Todd PhDExecutive DirectorPT$46,981$5,191$52,172

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 Student
Gina ColaianniVice President for Student
Tyler P DufreneVice President for Student
Peggy Hopper PhDVP for Chapter Development
Angela Lumpkin PhdVP for Fellowships and Awa
Steven Rock PhDVP for Finance
Jake McNeill PhDVP for Mktg. & Member Bene
Revenue and Support

Revenue Composition

Contributions and Grants
$252,858
Program Service Revenue
$0
Investment Income
$1,846,831
Other Revenue
$0
All Other Contributions
$152,858
Change in Net Assets
$1,151,166

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,999,689
Revenue Not Reported on Financial Statements
$100,000
Revenue Not Reported on Form 990
$-1,361,194
Other Revenue Adjustments
$100,000
Total Revenue per Audited Statements
$638,495
Total Revenue per Form 990
$2,099,689
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$518,398
Salaries, Compensation, and Employee Benefits$232,359
Other Expenses$197,766
Total Fundraising Expense$36,921
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$498,798--$498,798
Other Salaries and Wages$72,599$37,367$10,298$120,264
Fees for Service Investment Mgmnt Fees-$87,447-$87,447
Current Officers, Directors, Trustees, and Key Employees$17,542$49,759$5,389$72,690
Advertising$49,593--$49,593
Office Expenses$5,959$7,346$12,110$25,415
Conferences and Meetings$18,687--$18,687
Grants to Domestic Orgs$18,100--$18,100
Other Employee Benefits$10,062$4,499$1,509$16,070
Payroll Taxes$7,992$4,129$1,199$13,320
Pension Plan Contributions$6,009$3,105$901$10,015
Information Technology--$5,515$5,515
Fees for Services Accounting-$5,000-$5,000
Occupancy-$4,603-$4,603
Foreign Grants$1,500--$1,500
Fees for Services Other-$570-$570
Other Expenses-$521-$521
Insurance-$415-$415
Total Functional Expenses$706,841$204,761$36,921$948,523

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$948,523
Total Expenses per Audited Statements$948,523
Total Expenses per Form 990$948,523
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, sister organization$144,405
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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 107,000 active dues-paying members and 300 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
2016-10-26
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
21
Volunteers
115

Preparer

Firm
LaPorte APAC
Address
10000 Perkins Rowe 200, Baton Rouge, LA 70810
Preparer
Sean O'Neill CPA
Phone
2252965150
Supplemental Narrative

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 sister organization, the honor society of phi kappa phi 100,000.”

Raw XML AppendixShowing 400 of 671 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 SIX MARCUS URANN FELLOWSHIPS AT $15,000 EACH WERE CLAIMED. EACH FELLOWSHIP RECIPIENT 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/PersonNm6Peggy 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/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1546996
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1627779
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15140988
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1683338
IRS990/Form990PartVIISectionAGrp/TitleTxt0Society President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Society President-Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt2Society Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP for Fellowships and Awa
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP for Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP for Mktg. & Member Bene
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 Student
IRS990/Form990PartVIISectionAGrp/TitleTxt13Vice President for Student
IRS990/Form990PartVIISectionAGrp/TitleTxt14Vice President for Student
IRS990/Form990PartVIISectionAGrp/TitleTxt15Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16CFO/Associate Executive Di
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IRS990/FormationYr01969
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01038367
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0339215
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0498798
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0498798
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt018100
IRS990/GrantsToDomesticOrgsGrp/TotalAmt018100
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04193695
IRS990/GrossReceiptsAmt05255017
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt05515
IRS990/InformationTechnologyGrp/TotalAmt05515
IRS990/InsuranceGrp/ManagementAndGeneralAmt0415
IRS990/InsuranceGrp/TotalAmt0415
IRS990/InvestmentIncomeGrp/ExclusionAmt0808464
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0808464
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt027558335
IRS990/InvestmentsPubTradedSecGrp/EOYAmt027458152
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03155328
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO RECOGNIZE AND PROMOTE ACADEMIC EXCELLENCE IN ALL FIELDS OF HIGHER EDUCATION AND TO ENGAGE THE COMMUNITY OF SCHOLARS IN SERVICE TO OTHERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt027561993
IRS990/NetAssetsOrFundBalancesEOYAmt027351966
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01038367
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01038367
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1361193
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt04603
IRS990/OccupancyGrp/TotalAmt04603
IRS990/OfficeExpensesGrp/FundraisingAmt012110
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07346
IRS990/OfficeExpensesGrp/ProgramServicesAmt05959
IRS990/OfficeExpensesGrp/TotalAmt025415
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01509
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04499
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt010062
IRS990/OtherEmployeeBenefitsGrp/TotalAmt016070
IRS990/OtherExpensesGrp/Desc0Professional Developmen
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0521
IRS990/OtherExpensesGrp/TotalAmt0521
IRS990/OtherLiabilitiesGrp/BOYAmt046846
IRS990/OtherLiabilitiesGrp/EOYAmt0144405
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt010298
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt037367
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt072599
IRS990/OtherSalariesAndWagesGrp/TotalAmt0120264
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01199
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04129
IRS990/PayrollTaxesGrp/ProgramServicesAmt07992
IRS990/PayrollTaxesGrp/TotalAmt013320
IRS990/PensionPlanContributionsGrp/FundraisingAmt0901
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03105
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt06009
IRS990/PensionPlanContributionsGrp/TotalAmt010015
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02190159
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02194182
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Mary Todd PhD
IRS990/ProfessionalFundraisingInd00
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/ExpenseAmt0106026
IRS990/ProgSrvcAccomActy2Grp/GrantAmt080000
IRS990/ProgSrvcAccomActy3Grp/Desc0FIFTY STUDY ABROAD GRANTS RECOGNIZE AND ASSIST UNDERGRADUATE STUDENTS AS THEY SEEK KNOWLEDGE ABROAD.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt070684
IRS990/ProgSrvcAccomActy3Grp/GrantAmt050000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE LITERACY GRANT PROGRAM 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/ExpenseAmt042410
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt128274
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt029183
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt120000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0273924
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0596382
IRS990/PYInvestmentIncomeAmt02042576
IRS990/PYOtherExpensesAmt0151333
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01361276
IRS990/PYSalariesCompEmpBnftPaidAmt0207509
IRS990/PYTotalExpensesAmt0955224
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02316500
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01151166
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0100000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt051665
IRS990/SavingsAndTempCashInvstGrp/EOYAmt049962
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0252858
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0273924
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0405315
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0534695
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0659594
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02126386
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0808465
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0852448
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0603954
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0771964
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0646461
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03683292
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.36020
IRS990ScheduleA/PublicSupportPY170Pct00.45510
IRS990ScheduleA/PublicSupportTotal170Amt02092580
IRS990ScheduleA/SubstantialContributorsTotAmt033806
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0252858
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0273924
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0405315
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0534695
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0659594
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02126386
IRS990ScheduleA/TotalSupportAmt05809678
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,521,058
Liabilities
$169,092
Net assets
$27,351,966
Revenue
$2,099,689
Expenses
$948,523
Net income
$1,151,166
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