PHI KAPPA PHI FOUNDATION

Address
7576 GOODWOOD BLVD
BATON ROUGE, LA 70806
Contact
Website: http://www.phikappaphi.org
Phone: +1 (225) 388-4917
Nonprofit
NTEE: B82 - Scholarships, Student Financial Aid Services, Awards
EIN: 23-7044263

Mission

TO RECOGNIZE AND PROMOTE ACADEMIC EXCELLENCE IN ALL FIELDS OF HIGHER EDUCATION AND TO ENGAGE THE COMMUNITY OF SCHOLARS IN SERVICE TO OTHERS.
 20172016201520142013
Basic features of the organization
Year of formation1969
Subsection code03
PF filing required0    
Metropolitan statistical area0760
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$74,681.00$72,690.00$66,788.00$51,780.00$49,983.00
Sum of reportable (W2/1099) compensation$72,988.00$74,775.00$48,669.00$40,750.00$37,630.00
Number of employees2021192023
Number of people compensated >$100k32000
Number of volunteers106115151515
Number of highly compensated contractors0000 
Personnel
Barro, Lourdes
TitleTREASURERCFO/Associate Executive DiCFO/Associate Executive DirectorCFO/ASSOCIATE EXECUTIVE DIRECTORCFO/ASSOCIATE EXECUTIVE DIRECTOR
Name of key/compensated personLOURDES BARROLourdes BarroLourdes BarroLOURDES BARROLOURDES BARRO
Position of compensated person
Current officerTrueTrueTrueTrueTrue
Average hours per week working for org9.409.409.407.9010.00
Reportable compensation from org$29,334.00$27,779.00$25,001.00$20,406.00$28,638.00
Other comp, non-reportable, from org and related orgs$25,265.00$24,846.00$23,505.00$19,868.00$19,091.00
Corresponding comp from related orgs
Reportable compensation from related orgs $88,002.00$83,338.00$75,004.00$76,825.00$85,912.00
Average hours per week working for related orgs28.1028.1028.1029.6030.00
Beasley, Daniel
TitleTRUSTEE    
Name of key/compensated personDANIEL S BEASLEY PHD    
Position of compensated person
Current officerTrue    
Average hours per week working for org0.50    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Average hours per week working for related orgs0.50    
Black, Curtis
Title   VP FOR FINANCEVP FOR FINANCE
Name of key/compensated person   CURTIS D BLACK PHDCURTIS D BLACK PHD
Position of compensated person
Current officer   TrueTrue
Average hours per week working for org   0.502.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs   0.504.00
Bloodworth, William
Title   PAST PRESIDENTPAST PRESIDENT
Name of key/compensated person   WILLIAM A BLOODWORTH JR PHDWILLIAM A BLOODWORTH JR PHD
Position of compensated person
Current officer   TrueTrue
Average hours per week working for org   0.501.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs   0.501.00
Colaianni, Gina
Title Vice President for StudentVice President for Students  
Name of key/compensated person Gina ColaianniGina Colaianni  
Position of compensated person
Current officer TrueTrue  
Average hours per week working for org 0.500.50  
Reportable compensation from org $0.00$0.00  
Other comp, non-reportable, from org and related orgs $0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00  
Average hours per week working for related orgs 0.500.50  
Cram, Bridgette
Title   STUDENT VICE PRESIDENTSTUDENT VICE PRESIDENT
Name of key/compensated person   BRIDGETTE CRAMBRIDGETTE CRAM
Position of compensated person
Current officer   TrueTrue
Average hours per week working for org   0.500.30
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs   0.500.30
Denzine, Gypsy
TitleSOCIETY PRESIDENTSociety President-ElectSociety President-ElectVP FOR FELLOWSHIPS AND AWARDSVP FOR FELLOWSHIPS AND AWARDS
Name of key/compensated personGYPSY M DENZINE PHDGypsy M Denzine PhDGypsy M Denzine PhDGYPSY M DENZINE PHDGYPSY M DENZINE PHD
Position of compensated person
Current officerTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.500.501.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.500.500.500.501.00
Dufrene, Tyler
Title Vice President for StudentVice President for Students  
Name of key/compensated person Tyler P DufreneTyler P Dufrene  
Position of compensated person
Current officer TrueTrue  
Average hours per week working for org 0.500.50  
Reportable compensation from org $0.00$0.00  
Other comp, non-reportable, from org and related orgs $0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00  
Average hours per week working for related orgs 0.500.50  
Edd, Diane
TitleCHAIRSociety Past PresidentSociety Past PresidentPRESIDENTPRESIDENT
Name of key/compensated personDIANE G SMATHERS EDDDiane G Smathers EdDDiane G Smathers EdDDIANE G SMATHERS EDDDIANE G SMATHERS EDD
Position of compensated person
Current officerTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.500.501.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.500.500.500.506.50
Hopper, Missy
Title  VP for Chapter Development  
Name of key/compensated person  Missy Hopper PhD  
Position of compensated person
Current officer  True  
Average hours per week working for org  0.50  
Reportable compensation from org  $0.00  
Other comp, non-reportable, from org and related orgs  $0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00  
Average hours per week working for related orgs  0.50  
Hopper, Peggy
TitleSOCIETY PRESIDENT-ELECTVP for Chapter Development   
Name of key/compensated personPEGGY HOPPER PHDPeggy Hopper PhD   
Position of compensated person
Current officerTrueTrue   
Average hours per week working for org0.500.50   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Average hours per week working for related orgs0.500.50   
Hughes, Rodney
Title Vice President at LargeVice President at Large  
Name of key/compensated person Rodney P Hughes PhDRodney P Hughes PhD  
Position of compensated person
Current officer TrueTrue  
Average hours per week working for org 0.500.50  
Reportable compensation from org $0.00$0.00  
Other comp, non-reportable, from org and related orgs $0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00  
Average hours per week working for related orgs 0.500.50  
Hulsey, Timothy
Title Society PresidentSociety President  
Name of key/compensated person Timothy L Hulsey PhDTimothy L Hulsey PhD  
Position of compensated person
Current officer TrueTrue  
Average hours per week working for org 0.500.50  
Reportable compensation from org $0.00$0.00  
Other comp, non-reportable, from org and related orgs $0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00  
Average hours per week working for related orgs 0.500.50  
Idowu, Oluseun
Title   STUDENT VICE PRESIDENTSTUDENT VICE PRESIDENT
Name of key/compensated person   OLUSEUN IDOWU PHDOLUSEUN IDOWU PHD
Position of compensated person
Current officer   TrueTrue
Average hours per week working for org   0.500.30
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs   0.500.30
Jager, Eryn
Title Vice President for StudentVice President for Students  
Name of key/compensated person Eryn JagerEryn Jager  
Position of compensated person
Current officer TrueTrue  
Average hours per week working for org 0.500.50  
Reportable compensation from org $0.00$0.00  
Other comp, non-reportable, from org and related orgs $0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00  
Average hours per week working for related orgs 0.500.50  
Kalivoda, Trish
Title   VICE PRESIDENT AT LARGEVICE PRESIDENT AT LARGE
Name of key/compensated person   TRISH KALIVODA PHDTRISH KALIVODA PHD
Position of compensated person
Current officer   TrueTrue
Average hours per week working for org   0.500.50
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs   0.500.50
Lawrence, Wendy
Title Vice President at LargeVice President at Large  
Name of key/compensated person Capt Wendy LawrenceCapt Wendy Lawrence  
Position of compensated person
Current officer TrueTrue  
Average hours per week working for org 0.500.50  
Reportable compensation from org $0.00$0.00  
Other comp, non-reportable, from org and related orgs $0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00  
Average hours per week working for related orgs 0.500.50  
Lee, Dewain
Title   REGIONAL VICE PRESIDENTREGIONAL VICE PRESIDENT
Name of key/compensated person   DEWAIN L LEE PHDDEWAIN L LEE PHD
Position of compensated person
Current officer   TrueTrue
Average hours per week working for org   0.501.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs   0.501.00
Lumpkin, Angela
Title VP for Fellowships and AwaVP for Fellowships and AwardsVP FOR MKTG. AND MEMB BENEFITSVP FOR MKTG. AND MEMB BENEFITS
Name of key/compensated person Angela Lumpkin PhdAngela Lumpkin PhdANGELA LUMPKIN PHDANGELA LUMPKIN PHD
Position of compensated person
Current officer TrueTrueTrueTrue
Average hours per week working for org 0.500.500.501.00
Reportable compensation from org $0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Average hours per week working for related orgs 0.500.500.501.00
McClernon, Erin
TitleTREASURER    
Name of key/compensated personERIN R MCCLERNON    
Position of compensated person
Current officerTrue    
Average hours per week working for org0.50    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Average hours per week working for related orgs0.50    
McNeill, Jake
Title VP for Mktg. & Member BeneVP for Mktg. & Member Benefits  
Name of key/compensated person Jake McNeill PhDJake McNeill PhD  
Position of compensated person
Current officer TrueTrue  
Average hours per week working for org 0.500.50  
Reportable compensation from org $0.00$0.00  
Other comp, non-reportable, from org and related orgs $0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00  
Average hours per week working for related orgs 0.500.50  
Met, Randy
Title Regional Vice PresidentRegional Vice President  
Name of key/compensated person Randy Winzer METRandy Winzer MET  
Position of compensated person
Current officer TrueTrue  
Average hours per week working for org 0.500.50  
Reportable compensation from org $0.00$0.00  
Other comp, non-reportable, from org and related orgs $0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00  
Average hours per week working for related orgs 0.500.50  
Navarre, Traci
TitleCHIEF MARKETING OFFICER    
Name of key/compensated personTRACI NAVARRE    
Position of compensated person
Average hours per week working for org4.88    
Reportable compensation from org$13,310.00    
Other comp, non-reportable, from org and related orgs$17,144.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $89,075.00    
Average hours per week working for related orgs32.62    
O'Quinn, John
Title   VICE PRESIDENT AT LARGEVICE PRESIDENT AT LARGE
Name of key/compensated person   JOHN C O'QUINNJOHN C O'QUINN
Position of compensated person
Current officer   TrueTrue
Average hours per week working for org   0.500.50
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs   0.500.50
Rock, Steven
Title VP for FinanceVP for Finance  
Name of key/compensated person Steven Rock PhDSteven Rock PhD  
Position of compensated person
Current officer TrueTrue  
Average hours per week working for org 0.500.50  
Reportable compensation from org $0.00$0.00  
Other comp, non-reportable, from org and related orgs $0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00  
Average hours per week working for related orgs 0.500.50  
Rogow, Robert
Title   ACTING PRESIDENT-ELECT 
Name of key/compensated person   ROBERT B ROGOW CPA PHD 
Position of compensated person
Current officer   True 
Average hours per week working for org   0.50 
Reportable compensation from org   $0.00 
Other comp, non-reportable, from org and related orgs   $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00 
Average hours per week working for related orgs   0.50 
Samuelson, Dianna
Title   VICE PRESIDENT AT LARGEVICE PRESIDENT AT LARGE
Name of key/compensated person   DIANNA SAMUELSONDIANNA SAMUELSON
Position of compensated person
Current officer   TrueTrue
Average hours per week working for org   0.501.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs   0.501.00
Sandweiss, Daniel
Title Regional Vice PresidentRegional Vice President  
Name of key/compensated person Daniel H Sandweiss PhdDaniel H Sandweiss Phd  
Position of compensated person
Current officer TrueTrue  
Average hours per week working for org 0.500.50  
Reportable compensation from org $0.00$0.00  
Other comp, non-reportable, from org and related orgs $0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00  
Average hours per week working for related orgs 0.500.50  
Schubert, Donna
TitleTREASURER    
Name of key/compensated personDONNA CLARK SCHUBERT    
Position of compensated person
Current officerTrue    
Average hours per week working for org0.50    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Average hours per week working for related orgs0.50    
Shale, Rick
Title   VP FOR CHAPTER DEVELOPMENTVP FOR CHAPTER RELATIONS
Name of key/compensated person   RICK SHALE PHDRICK SHALE PHD
Position of compensated person
Current officer   TrueTrue
Average hours per week working for org   0.501.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs   0.502.00
Simington, Maire
Title Vice President at LargeVice President at Large  
Name of key/compensated person Maire Simington PhDMaire Simington PhD  
Position of compensated person
Current officer TrueTrue  
Average hours per week working for org 0.500.50  
Reportable compensation from org $0.00$0.00  
Other comp, non-reportable, from org and related orgs $0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00  
Average hours per week working for related orgs 0.500.50  
Sylvester, Ray
Title    PRESIDENT-ELECT
Name of key/compensated person    RAY SYLVESTER PHD
Position of compensated person
Current officer    True
Average hours per week working for org    2.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Average hours per week working for related orgs    8.00
Todd, Mary
TitleSECRETARYExecutive DirectorExecutive DirectorEXECUTIVE DIRECTOREXECUTIVE DIRECTOR
Name of key/compensated personMARY TODD PHDMary Todd PhDMary Todd PhDMARY TODD PHDMARY TODD PHD
Position of compensated person
Current officerTrueTrueTrueTrueTrue
Average hours per week working for org5.605.605.605.605.00
Reportable compensation from org$30,344.00$46,996.00$23,668.00$20,344.00$8,992.00
Other comp, non-reportable, from org and related orgs$35,184.00$34,506.00$30,970.00$24,152.00$15,273.00
Corresponding comp from related orgs
Reportable compensation from related orgs $171,949.00$140,988.00$134,120.00$115,281.00$65,943.00
Average hours per week working for related orgs31.9031.9031.9031.9035.00
Welch, Anita
Title   REGIONAL VICE PRESIDENTREGIONAL VICE PRESIDENT
Name of key/compensated person   ANITA WELCH PHDANITA WELCH PHD
Position of compensated person
Current officer   TrueTrue
Average hours per week working for org   0.501.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs   0.502.00
Wright, Ryan
Title   STUDENT VICE PRESIDENTSTUDENT VICE PRESIDENT
Name of key/compensated person   RYAN D WRIGHTRYAN D WRIGHT
Position of compensated person
Current officer   TrueTrue
Average hours per week working for org   0.500.30
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs   0.500.30
Purpose: mission, activities, & accomplishments
Mission or significant activitiesTO RECOGNIZE AND PROMOTE ACADEMIC EXCELLENCE IN ALL FIELDS OF HIGHER EDUCATION AND TO ENGAGE THE COMMUNITY OF SCHOLARS IN SERVICE TO OTHERS.TO RECOGNIZE AND PROMOTE ACADEMIC EXCELLENCE IN ALL FIELDS OF HIGHER EDUCATION AND TO ENGAGE THE COMMUNITY OF SCHOLARS IN SERVICE TO OTHERS.To recognize and promote academic excellence in all fields of higher education and to engage the community of scholars in service to others.TO RECOGNIZE AND PROMOTE ACADEMIC EXCELLENCE IN ALL FIELDS OF HIGHER EDUCATION AND TO ENGAGE THE COMMUNITY OF SCHOLARS IN SERVICE TO OTHERS.TO RECOGNIZE AND PROMOTE ACADEMIC EXCELLENCE IN ALL FIELDS OF HIGHER EDUCATION AND TO ENGAGE THE COMMUNITY OF SCHOLARS IN SERVICE TO OTHERS.
Program service expenses, total$838,525.00$706,841.00$715,281.00$608,153.00$610,266.00
Programs, including revenue & expenses
FIFTY STUDY ABROAD GRANTS RECOGNIZE AND ASSIST UNDERGRADUATE STUDENTS AS THEY SEEK KNOWLEDGE ABROAD.
Program expenses $70,684.00$90,125.00$62,848.00$59,120.00
Grants and allocations made $50,000.00$75,000.00$50,000.00$50,000.00
Program description FIFTY STUDY ABROAD GRANTS RECOGNIZE AND ASSIST UNDERGRADUATE STUDENTS AS THEY SEEK KNOWLEDGE ABROAD.Seventy-five Study Abroad Grants recognize and assist undergraduate students as they seek knowledge abroad.FIFTY STUDY ABROAD GRANTS RECOGNIZE AND ASSIST UNDERGRADUATE STUDENTS AS THEY SEEK KNOWLEDGE ABROAD. GRANTS AWARDED WERE $1,000 EACH.FIFTY STUDY ABROAD GRANTS RECOGNIZE AND ASSIST UNDERGRADUATE STUDENTS AS THEY SEEK KNOWLEDGE ABROAD. GRANTS AWARDED WERE $1,000 EACH.
FIFTY-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.
Program expenses$376,930.00$459,447.00$424,876.00$412,066.00$426,403.00
Grants and allocations made$324,990.00$339,215.00$354,460.00$327,825.00$360,625.00
Program descriptionFIFTY-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.FIFTY-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.Fifty-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.FIFTY-SEVEN FELLOWSHIPS IN SUPPORT OF FIRST-YEAR GRADUATE OR PROFESSIONAL STUDIES WERE AWARDED. SOME FELLOWSHIPS MAY BE DEFERRED INTO ANOTHER ACADEMIC YEAR. FIFTY FELLOWSHIPS AT $5,000 EACH WERE CLAIMED, FOUR MARCUS URANN FELLOWSHIPS AT $15,000 EACH WERE CLAIMED. TWO PARTIAL MARCUS URANN FELLOWSHIPS AT $7,500 EACH WERE CLAIMED. EACH FELLOWHSIP RECIPIENT RECEVED A $35 ONE YEAR MEMBERSHIP IN PHI KAPPA PHI.FIFTY-SEVEN FELLOWSHIPS IN SUPPORT OF FIRST-YEAR GRADUATE OR PROFESSIONAL STUDIES WERE AWARDED. SOME FELLOWSHIPS MAY BE DEFERRED INTO ANOTHER ACADEMIC YEAR. FIFTY-THREE FELLOWSHIPS AT $5,000 EACH WERE CLAIMED, SIX MARCUS URANN FELLOWSHIPS AT $15,000 EACH WERE CLAIMED, AND ONE STUDENT CLAIMED A PARTIAL FELLOWSHIP AT $2,500. EACH FELLOWSHIP RECIPIENT RECEIVED A $35 ONE YEAR MEMBERSHIP IN PHI KAPPA PHI.
THE EXCELLENCE IN INNOVATION AWARD WAS ESTABLISHED IN 2014 TO RECOGNIZE COLLEGES AND UNIVERSITIES FOR THEIR ACHIEVEMENTS IN FINDING POWERFUL ANSWERS TO IMPORTANT LOCAL, REGIONAL, NATIONAL, OR GLOBAL CHALLENGES, AS WELL AS TO RAISE AWARENESS OF THE IMPORTANCE OF ENCOURAGING INNOVATION IN HIGHER EDUCATION. A BIENNIAL AWARD OF $100,000 IS GRANTED EVERY TWO YEARS.
Program expenses$115,982.00    
Grants and allocations made$100,000.00    
Program descriptionTHE EXCELLENCE IN INNOVATION AWARD WAS ESTABLISHED IN 2014 TO RECOGNIZE COLLEGES AND UNIVERSITIES FOR THEIR ACHIEVEMENTS IN FINDING POWERFUL ANSWERS TO IMPORTANT LOCAL, REGIONAL, NATIONAL, OR GLOBAL CHALLENGES, AS WELL AS TO RAISE AWARENESS OF THE IMPORTANCE OF ENCOURAGING INNOVATION IN HIGHER EDUCATION. A BIENNIAL AWARD OF $100,000 IS GRANTED EVERY TWO YEARS.    
THE 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. ONE HUNDRED EIGHTY AWARDS OF $500 EACH WERE GRANTED.
Program expenses$104,384.00$106,026.00$135,903.00$92,387.00$86,909.00
Grants and allocations made$90,000.00$80,000.00$114,000.00$73,500.00$73,500.00
Program descriptionTHE 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. ONE HUNDRED EIGHTY AWARDS OF $500 EACH WERE GRANTED.THE 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.The 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.THE LOVE OF LEARNING AWARD HELPS FUND POST-BACCAULAREATE 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 SIMILIAR PROJECTS. ONE HUNDRED FORTY-SEVEN AWARDS OF $500 EACH WERE GRANTED.THE LOVE OF LEARNING AWARD HELPS FUND POST-BACCAULAREATE 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, ETC. ONE HUNDRED FORTY-SEVEN AWARDS OF $500 EACH WERE GRANTED.
Financial data
Revenue
Total revenue$4,012,213.00$2,099,689.00$2,316,500.00$1,693,007.00$1,819,634.00
Revenue from contributions (total)$817,059.00$252,858.00$273,924.00$405,315.00$534,695.00
Investment income, current yr$3,195,154.00$1,846,831.00$2,042,576.00$1,270,099.00$1,207,657.00
Total revenue from grants, etc., current yr$817,059.00$252,858.00$273,924.00$405,315.00$534,695.00
Total unrelated business revenue$0.00$0.00$0.00$0.00$0.00
Other revenue, current yr$0.00$0.00$0.00$17,593.00$77,282.00
Net unrelated business taxable revenue$0.00$0.00$0.00$0.00$0.00
Program service revenue (total) $0.00$0.00$0.00$0.00
Gross receipts$30,281,325.00$5,255,017.00$3,471,972.00$3,373,360.00$2,723,666.00
Sources of contributions
Contributions from related organizations$650,000.00$100,000.00$100,000.00$250,000.00$301,306.00
Revenue from all other contributions$167,059.00$152,858.00$173,924.00$155,315.00$233,389.00
Other types of revenue
Royalties (total)   $17,593.00$77,282.00
Income from dividends, interest, and similar investments$816,915.00$808,464.00$852,448.00$586,361.00$694,682.00
Net rental income $0.00$0.00$0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all$1,097,713.00$948,523.00$955,224.00$811,933.00$831,946.00
Total functional expenses: program service $838,525.00$706,841.00$715,281.00$608,153.00$610,266.00
Total functional expenses: management and general$238,553.00$204,761.00$214,018.00$175,610.00$201,688.00
Total functional expenses: fundraising$20,635.00$36,921.00$25,925.00$28,170.00$19,992.00
Fees for services
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
Investment management fees (total)$54,920.00$87,447.00$89,260.00$86,504.00$70,531.00
Assets and liabilities
Total assets$29,999,514.00$27,521,058.00$27,632,037.00$27,939,479.00$24,522,307.00
Total assets, beginning of year$27,521,058.00$27,632,037.00$27,939,479.00$24,522,307.00$22,310,771.00
Total liabilities$110,912.00$169,092.00$70,044.00$208,773.00$131,886.00
Total liabilities, beginning of year$169,092.00$70,044.00$208,773.00$131,886.00$114,371.00
Unrestricted net assets, end of yr$27,686,810.00$25,157,784.00$25,371,834.00$25,543,592.00$22,207,052.00
Permanently restricted net assets, end of yr$2,201,792.00$2,194,182.00$2,190,159.00$2,187,114.00$2,183,369.00
Net assets$29,888,602.00$27,351,966.00$27,561,993.00$27,730,706.00$24,390,421.00
Net assets, beginning of year$27,351,966.00$27,561,993.00$27,730,706.00$24,390,421.00$22,196,400.00
Other liabilities$100,812.00$144,405.00$46,846.00$186,231.00$113,018.00
Investments: publicly traded securities$29,947,919.00$27,458,152.00$27,558,335.00$27,838,050.00$24,419,160.00
Cash: non-interest bearing$48,798.00$12,562.00$22,037.00$72,517.00$38,517.00
Cash: non-interest bearing, beginning of year$12,562.00$22,037.00$72,517.00$38,517.00$74,057.00
Other financial variables
Revenue less expenses$2,914,500.00$1,151,166.00$1,361,276.00$881,074.00$987,688.00
Advertising (total)$10,936.00$49,593.00$6,460.00 $5,650.00
Savings & temp cash investment $49,962.00$51,665.00$28,837.00$50,412.00
Accounts receivable, net $382.00 $75.00$14,218.00
Prepaid expenses & deferred charges$2,797.00    
Accounts payable & accrued expenses$10,100.00$24,687.00$23,198.00$22,542.00$18,868.00
Total net assets or fund balances$29,888,602.00$27,351,966.00$27,561,993.00$27,730,706.00$24,390,421.00
Governance and accountability
Number of voting members615151515
Number of independent voting members615151515
Financial sheets auditedTrueTrueTrueTrueTrue
Audit on consolidated basisTrueTrueTrueTrueTrue
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2016-07-012015-07-012014-07-012013-07-012012-07-01
Tax year end date2017-06-012016-06-012015-06-012014-06-012013-06-01
Has local chaptersTrueTrueTrueTrueTrue
Indicators for schedules (selected)
Grants to domestic org/gov't >$5kTrue    
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Date e-filing submitted2018-01-192017-02-242016-02-012014-12-042013-12-16
IRS schema version2016v3.02015v2.12014v5.02013v3.02012v2.1
Filing identifier201703139349300915201623139349301532201513139349301886201433169349300913201303179349302715
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