Civic Intelligence

The Honor Society of Phi Kappa Phi

EIN 95-1856406 • 501(c)3 • Baton Rouge, LA

Profile

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

7576 Goodwood BlvdBaton Rouge, LA 70806

www.phikappaphi.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

40th percentile

0.15x

Higher debt load relative to assets than 40% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Liabilities / Revenue

84th percentile

1.80x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Net Margin

47th percentile

3.7%

Higher net margin than 47% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Top Officer Pay

41st percentile

$305,603

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Asset Growth

54th percentile

7.0%

Faster asset growth than 54% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Revenue Growth

76th percentile

26%

Faster revenue growth than 76% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Assets

Up

$72,745,285

Up $4,989,950 (+7.4%) from 2023

Liabilities

Up

$11,470,414

Up $89,243 (+0.8%) from 2023

Net Assets

Up

$61,274,871

Up $4,900,707 (+8.7%) from 2023

Revenue

Up

$5,143,582

Up $1,835,487 (+55%) from 2023

Expenses

Down

$5,592,886

Down $424,666 (-7.1%) from 2023

Net Income

Up

-$449,304

Up $2,260,153 (+83%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80M$60M$40M$20M$0Assets 2011: $18,678,240Liabilities 2011: $2,358,552Net Assets 2011: $16,319,6882011Assets 2012: $19,862,276Liabilities 2012: $2,295,085Net Assets 2012: $17,567,1912012Assets 2013: $21,795,998Liabilities 2013: $2,332,076Net Assets 2013: $19,463,9222013Assets 2014: $25,299,916Liabilities 2014: $2,777,098Net Assets 2014: $22,522,8182014Assets 2015: $25,384,433Liabilities 2015: $2,376,114Net Assets 2015: $23,008,3192015Assets 2016: $25,605,935Liabilities 2016: $2,280,894Net Assets 2016: $23,325,0412016Assets 2017: $26,467,479Liabilities 2017: $2,221,090Net Assets 2017: $24,246,3892017Assets 2018: $27,370,753Liabilities 2018: $2,251,010Net Assets 2018: $25,119,7432018Assets 2019: $27,543,383Liabilities 2019: $1,981,720Net Assets 2019: $25,561,6632019Assets 2020: $28,341,506Liabilities 2020: $11,274,194Net Assets 2020: $17,067,3122020Assets 2021: $77,131,000Liabilities 2021: $11,106,709Net Assets 2021: $66,024,2912021Assets 2022: $65,517,375Liabilities 2022: $11,334,346Net Assets 2022: $54,183,0292022Assets 2023: $67,755,335Liabilities 2023: $11,381,171Net Assets 2023: $56,374,1642023Assets 2024: $72,745,285Liabilities 2024: $11,470,414Net Assets 2024: $61,274,8712024

Highlighted filing

2024

Assets$72,745,285
Liabilities$11,470,414
Net Assets$61,274,871

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MExpenses 2011: $3,169,7652011Expenses 2012: $3,026,0032012Expenses 2013: $3,312,2292013Revenue 2014: $4,534,345Expenses 2014: $3,151,439Net Income 2014: $1,382,9062014Revenue 2015: $5,024,717Expenses 2015: $3,384,587Net Income 2015: $1,640,1302015Revenue 2016: $4,769,603Expenses 2016: $3,447,983Net Income 2016: $1,321,6202016Revenue 2017: $5,108,978Expenses 2017: $4,278,108Net Income 2017: $830,8702017Revenue 2018: $3,977,114Expenses 2018: $3,782,540Net Income 2018: $194,5742018Revenue 2019: $3,865,041Expenses 2019: $4,247,276Net Income 2019: -$382,2352019Revenue 2020: $3,964,595Expenses 2020: $3,727,785Net Income 2020: $236,8102020Revenue 2021: $46,742,471Expenses 2021: $4,049,190Net Income 2021: $42,693,2812021Revenue 2022: $6,309,664Expenses 2022: $5,331,750Net Income 2022: $977,9142022Revenue 2023: $3,308,095Expenses 2023: $6,017,552Net Income 2023: -$2,709,4572023Revenue 2024: $5,143,582Expenses 2024: $5,592,886Net Income 2024: -$449,3042024

Highlighted filing

2024

Revenue$5,143,582
Expenses$5,592,886
Net Income-$449,304

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$72.7$11.5$61.3$5.14$5.59$0.45
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.8$11.4$56.4$3.31$6.02$2.71
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.5$11.3$54.2$6.31$5.33$0.98
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$77.1$11.1$66.0$46.7$4.05$42.7
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.3$11.3$17.1$3.96$3.73$0.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.5$1.98$25.6$3.87$4.25$0.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.4$2.25$25.1$3.98$3.78$0.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.5$2.22$24.2$5.11$4.28$0.83
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.6$2.28$23.3$4.77$3.45$1.32
2015Detailed filing. Detailed filing data is available for this year.$25.4$2.38$23.0$5.02$3.38$1.64
2014Detailed filing. Detailed filing data is available for this year.$25.3$2.78$22.5$4.53$3.15$1.38
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.8$2.33$19.5$3.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.9$2.30$17.6$3.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.7$2.36$16.3$3.17
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 14, 2022
Return Version
2020v4.1
Gross Receipts
$47,652,222
Mission and Program Overview

Mission

The honor society of phi kappa phi is a community that celebrates and advances the love of learning.

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$25,974,866$74,923,031▲ $48,948,165
Land, Buildings, and Equipment, Net$1,622,691$1,487,632▼ $135,059
Cash and Non-Interest-Bearing Accounts$278,974$338,279▲ $59,305
Accounts Receivable$85,026$189,905▲ $104,879
Prepaid Expenses and Deferred Charges$200,821$127,601▼ $73,220
Inventories for Sale or Use$38,883$44,844▲ $5,961
Total Assets$28,341,506$77,131,000▲ $48,789,494
Other Assets Total$140,245$19,708▼ $120,537
Liabilities
Deferred Revenue$10,405,507$10,678,171▲ $272,664
Unsecured Notes Loans Payable$328,890$0▼ $328,890
Accounts Payable and Accrued Expenses$409,314$321,162▼ $88,152
Escrow Account Liability$130,483$107,376▼ $23,107
Total Liabilities$11,274,194$11,106,709▼ $167,485
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$16,634,336$61,654,247▲ $45,019,911
Net Assets With Donor Restrictions$432,976$4,370,044▲ $3,937,068
Total Net Assets Fund Balance$17,067,312$66,024,291▲ $48,956,979
Total Liabilities and Net Assets / Fund Balance$28,341,506$77,131,000▲ $48,789,494

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$931,887$507,355$1,439,242
Equipment$59,391$871,522$930,913
Other Land Buildings$382,354$36,017$418,371
Land$114,000-$114,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$35,147,139$6,413,780▲ $1,962,819-$43,368,238
2019$34,403,091$451,405▲ $1,676,157$12,196$35,147,139
2018$32,607,325$856,222▲ $2,210,841$7,881$34,403,091
2017$30,279,129$1,235,140▲ $2,144,963$4,787$32,607,325
2016$27,742,494$817,059▲ $2,817,289$4,869$30,279,129
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary Todd PhdExecutive DirectorPT$176,033$26,353$202,386
Lourdes BarroChief Financial Officer (7/1/20-11/30/20)PT$123,493$77,676$201,169
Lourdes BarroChief Financial Officer (7/1/20-11/3-$123,493$17,325$140,818
Traci NavarreChief Marketing OfficerPT$91,377$17,090$108,467
Brad JewellChief Financial Officer (11/30/20-6/30/21)PT$10,672$5,383$16,055

Board Members and Trustees

NameTitle
Missy Hopper PhdPast President
Dan Sandweiss PhdPresident
Lora Becker PhdPresident-elect
Christopher PritchardDirector
Edina Oestreicher MsDirector
George Randels PhdDirector
June Pilcher PhdDirector
Leslie Zenk PhdDirector
Mahalley Allen Phd JdDirector
Sharhonda RushDirector
Aly NguyenUndergraduate Student Repr

Highest Paid Contractors

ContractorServicesLocationCompensation
Franklin PressPrinting & MailingPO BOX 1269, Baton Rouge, LA 70821$307,669
Lsc Communications US LLCPrinting Of Society PublicationsPO BOX 932987, Cleveland, OH 44193$141,753
The Value AllianceConsulting6834 WILLOUGHBY CT, Westerville, OH 43082$113,509
Revenue and Support

Revenue Composition

Contributions and Grants
$45,052,980
Program Service Revenue
$2,972
Investment Income
$1,518,964
Other Revenue
$167,555
All Other Contributions
$1,422,905
Change in Net Assets
$42,693,281

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded16$40,797,794Quoted Prices in Markets
Total Noncash Contributions16$40,797,794-

Audited Revenue Reconciliation

Revenue per Audited Statements
$46,699,101
Revenue Not Reported on Financial Statements
$43,370
Revenue Not Reported on Form 990
$6,380,217
Total Revenue per Audited Statements
$53,079,318
Total Revenue per Form 990
$46,742,471
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,070,139
Other Expenses$1,810,651
Grants and Similar Amounts Paid$168,400
Total Fundraising Expense$43,089
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$696,503$488,801$20,229$1,205,533
Office Expenses$487,339$295,421$6,753$789,513
Current Officers, Directors, Trustees, and Key Employees$232,012$162,824$6,739$401,575
Information Technology$40,000$239,500-$279,500
Fees for Services Other$52,000$170,198-$222,198
Other Expenses$124,176$96,916-$221,092
Other Employee Benefits$86,348$79,205$3,419$168,972
Pension Plan Contributions$86,130$79,004$3,410$168,544
Grants to Domestic Individuals$155,500--$155,500
Payroll Taxes$64,141$58,835$2,539$125,515
Depreciation Depletion-$97,347-$97,347
Occupancy-$46,473-$46,473
Fees for Services Accounting-$45,110-$45,110
Fees for Services Management-$42,202-$42,202
Fees for Services Legal-$40,355-$40,355
Insurance-$19,004-$19,004
Grants to Domestic Orgs$12,900--$12,900
Conferences and Meetings$5,569--$5,569
Interest-$1,644-$1,644
Travel-$644-$644
Total Functional Expenses$2,042,618$1,963,483$43,089$4,049,190

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,122,339
Expenses per Audited Statements$4,049,190
Total Expenses per Form 990$4,049,190
Expenses Not Reported on Form 990$73,149
Expenses Not Reported on Financial Statements$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
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 35% controlled entity
No
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 honor society of phi kappa phi has 103,347 active dues-paying members and 326 active chapters.

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

Phi kappa phi members, through their phi kappa phi delegates, vote for all board positions.

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

Society members (represented by chapter officers) need to approve changes to the society's by-laws.

Form 990, Part VI, Section B, Line 11B

The 990 is sent electronically to all board members for review and comments.

Form 990, Part VI, Section B, Line 12C

The organization has a written conflict of interest policy. Once a year, members of the staff and the board of directors are asked to disclose, by signing a form, any interests that would give rise to conflicts.

Form 990, Part VI, Section B, Line 15

The human resources committee of the board of directors reviews and approves the compensation of the executive director. Comparability information is obtained for the salary of the executive director. Information sources include the national compensation study conducted by the american society of association executives and form 990 of peer organizations. The executive director reviews and approves compensation for all other employees, including the coo and cfo. The entire board approves of the overall salaries and personnel costs for the entire organization. Independence is maintained throughout the process and all decisions are documented in the minutes.

Form 990, Part VI, Section C, Line 19

The organization's by-laws, financial statements, conflict of interest policy and 990's are available on the society's website.

Filing and Contact Details

Filer

Filer Name
The Honor Society of Phi Kappa Phi
EIN
95-1856406
Phone
2253884917
Address
7576 GOODWOOD BLVD, BATON ROUGE, LA 70806

Signing Officer

Name
Traci Navarre
Title
Acting Executive Director
Phone
2253884917
Signed
2022-01-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Traci Navarre
Formed
1972
Legal Domicile
La
Voting Board Members
11
Independent Board Members
11
Employees
22
Volunteers
0

Preparer

Firm
Laporte Apac
Address
10000 PERKINS ROWE 200, BATON ROUGE, LA 70810
Preparer
Cherish Van Mullem Jd Llm
Phone
2252965150
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The process has not changed from prior year.

Financial Statement Notes

PART IV, LINE 2B:

The society holds in escrow, dues received for chapters that are currently inactive. Once the chapter has been reactivated, the dues are returned to these chapters.

PART V, LINE 4:

The endowments are used for the society's tax exempt purpose: to recognize and promote academic excellence in all fields of higher education and to engage the community of scholars in service to others. As part of the mission, the organization gives out approximately $1 million annually in academic fellowships, awards, and grants.

PART X, LINE 2:

As an organization described in the internal revenue code (irc) section 501(c)(3), phi kappa phi is exempt from federal income taxes on its related income under section 501(a) of the irc. Accordingly, no provision for income taxes have been made; however, should phi kappa phi engage in activities unrelated to the purpose for which it was created, taxable income could result. Phi kappa phi had no material unrelated business income for the fiscal years ended june 30, 2021 or 2020.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Cost of merchandise sold 73,149.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Cost of merchandise sold 73,149.

Raw XML AppendixShowing 400 of 763 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
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IRS990/AccountsReceivableGrp/EOYAmt0189905
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO RECOGNIZE AND PROMOTE ACADEMIC EXCELLENCE IN ALL FIELDS OF HIGHER EDUCATION AND TO ENGAGE THE COMMUNITY OF SCHOLARS IN SERVICE TO OTHERS.
IRS990/AllOtherContributionsAmt01422905
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IRS990/BooksInCareOfDetail/PhoneNum02253884917
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07576 GOODWOOD BLVD
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2THE VALUE ALLIANCE
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IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt097347
IRS990/DepreciationDepletionGrp/TotalAmt097347
IRS990/Desc0PHI KAPPA PHI FORUM IS THE SOCIETY'S AWARD-WINNING PUBLICATION, REACHING MORE THAN 100,000 ACTIVE MEMBERS, GOVERNMENT OFFICIALS, LIBRARIES, EXECUTIVES, AND OTHERS. MEMBERS ALSO RECEIVE A MONTHLY ELECTRONIC COMMUNICATION, PHI KAPPA PHI FOCUS, WHICH KEEPS THEM INFORMED OF PHI KAPPA PHI ACTIVITIES AND OPPORTUNITIES. THE ANNUAL REPORT GIVES AN OVERVIEW OF THE SOCIETY'S ACTIVITIES IN THE PAST YEAR, INCLUDING A FINANCIAL SUMMARY. A MERCHANDISE FLYER IS INCLUDED IN NEW MEMBER PACKETS AND RENEWAL STATEMENTS TO ENHANCE BRAND AWARENESS.
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IRS990/FeesForServicesLegalGrp/TotalAmt040355
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IRS990/FeesForServicesManagementGrp/TotalAmt042202
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0170198
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt052000
IRS990/FeesForServicesOtherGrp/TotalAmt0222198
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
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