2026-04-07T16:17:11-05:00 2025-06-30 135565207 KPMG LLP 301 MAIN STREET SUITE 2150 BATON ROUGE LA 70801 990 2024-07-01 951856406 THE HONOR SOCIETY OF PHI KAPPA PHI HONO 2253884917 7576 GOODWOOD BLVD BATON ROUGE LA 70806 SUZANNE BORDERS CFO 2253884917 2026-04-02 1 0 RYAN HOOKS P00746825 2253444000 2026-04-02 2024 2025-03-06 01:10:19Z BRADLEY R NEWCOMER 7576 GOODWOOD BLVD BATON ROUGE LA 70806 27953638 0 3488 X WWW.PHIKAPPAPHI.ORG X 1972 LA THE HONOR SOCIETY OF PHI KAPPA PHI IS A COMMUNITY THAT CELEBRATES AND ADVANCES THE LOVE OF LEARNING. 11 11 19 11 12188 0 2820010 2774033 74560 36504 2145288 3577158 103724 107683 5143582 6495378 1305168 1201375 0 0 2312612 2497461 0 0 456364 1975106 2556223 5592886 6255059 -449304 240319 72745285 77820000 11470414 11719093 61274871 66100907 X THE HONOR SOCIETY OF PHI KAPPA PHI IS A COMMUNITY THAT CELEBRATES AND ADVANCES THE LOVE OF LEARNING. 0 0 3518268 1201375 36504 PHI KAPPA PHI (PKP) IS A COMMUNITY THAT CELEBRATES AND ADVANCES THE LOVE OF LEARNING. PKP SUPPORTS OVER 300 CHAPTERS AT COLLEGES AND UNIVERSITIES ACROSS THE UNITED STATES, ITS TERRITORIES IN GUAM AND PUERTO RICO. COLLECTIVELY, PHI KAPPA PHI AND ITS CHAPTERS PROMOTE ACADEMIC EXCELLENCE AND PROVIDE MEMBERSHIP BENEFITS TO ITS NEARLY 100,000 MEMBERS.SINCE 1932 PHI KAPPA PHI HAS SUPPORTED THE EDUCATIONAL PURSUITS OF ITS MEMBERS THROUGH ROBUST AND COMPETITIVE AWARD AND GRANT PROGRAMS. PKP AWARDS OVER $1 MILLION EACH YEAR TO OUTSTANDING STUDENTS, MEMBERS, CHAPTERS, AND ORGANIZATIONS BY WAY OF ACADEMIC FELLOWSHIPS, FACULTY SABBATICALS, AWARDS, AND GRANTS.SABBATICALS, AWARDS, GRANTS FROM FELLOWSHIPS UP TO $35,000 TO $1,000 STUDY ABROAD GRANTS TO $1,000 LOVE OF LEARNING GRANTS, THE SOCIETY HAS A LONG HISTORY OF SUPPORTING THE EDUCATIONAL PURSUITS OF ITS MEMBERS. PKP'S 300+ CHAPTERS ARE ENCOURAGED TO SPONSOR CAMPUS AND COMMUNITY EVENTS THAT RECOGNIZE AND PROMOTE ACADEMIC EXCELLENCE AND COMMUNITY ENGAGEMENT. PKP SUPPORTS ITS CHAPTERS BY PROVIDING TRAINING TO STRENGTHEN CHAPTERS AND PROMOTE ITS MSSION ON NUMEROUS COLLEGE AND UNIVERSITY CAMPUSES BY DEVELOPING LEADERSHIP STRATEGIES AND OUTREACH OPPORTUNITIES FOR THEIR CHAPTERS AND MEMBERS. 3518268 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 186 0 1 19 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AK AL AR CA CO CT GA HI MA NC ND NH NJ NV OR PA SC TN UT VA WA DC X X SUZANNE BORDERS 2259237782 7576 GOODWOOD BLVD BATON ROUGE LA 70806 MATTIA MIGLIORE PHD DIRECTOR 1.00 0.00 X 0 0 0 PHILIP PHILLIPS PHD PRESIDENT-ELECT 1.00 0.00 X X 0 0 0 RON TULLEY PHD DIRECTOR 1.00 0.00 X 0 0 0 LORA BECKER PHD PAST PRESIDENT 1.00 0.00 X X 0 0 0 SHARHONDA RUSH MBA PRESIDENT 1.00 0.00 X X 0 0 0 ALISON GREGORY DIRECTOR 1.00 0.00 X 0 0 0 KRISTINE KOHLS DIRECTOR 1.00 0.00 X 0 0 0 RONALD SHAKLEE PHD DIRECTOR 1.00 0.00 X 0 0 0 DEBORA WENGER PHD DIRECTOR 1.00 0.00 X 0 0 0 TAYLOR RUIZ DIRECTOR 1.00 0.00 X 0 0 0 MEAGHAN CARON DIRECTOR 1.00 0.00 X 0 0 0 BRADLEY R NEWCOMER PHD MBA EXECUTIVE DIRECTOR/SECRETARY 46.00 0.00 X 264617 0 40986 TRACI NAVARRE CHIEF OPERATING OFFICER 45.00 0.00 X 189433 0 38793 BRAD JEWELL CHIEF FINANCIAL OFFICER/TREASURER 50.00 0.00 X 210218 0 31618 ANITA JOSHI DIRECTOR OF IT 45.00 0.00 X 155068 0 27549 JAMIE PRINCE EDD DIRECTOR OF CHAPTER DEVELOPMENT 37.50 0.00 X 106418 0 18802 925754 0 157748 5 0 1 0 FRANKLIN PRESS INC PO BOX 1269 BATON ROUGE LA 70821 MARKETING AND PRINTING 378885 VANDAMME ASSOCIATES INC 656 KREAG RD PITTSFORD NY 14534 ASSOCIATION MANAGEMENT SOFTWARE 303008 CJK GROUP INC 410 HIGHWAY 25 S BRAINERD MN 56401 FORUM MAGAZINE 165901 3 2538825 235208 2774033 CONVENTION REVENUE 900099 17500 17500 FUNDS FROM WITHDRAWN CHAPTERS 900099 7931 7931 MISCELLANEOUS REVENUE 900099 7073 7073 CHARTER & PETITION FEES 900099 4000 4000 36504 2065769 2065769 107683 12188 95495 22969649 21458260 1511389 1511389 1511389 6495378 36504 12188 3672653 1084375 1084375 117000 117000 698436 245946 299216 153274 1315344 918477 264032 132835 184875 109121 59266 16488 155822 91973 49952 13897 142984 84395 45837 12752 42112 42112 57356 57356 173808 173808 398407 211590 135321 51496 177813 103626 74187 556333 346869 209464 760414 88954 671460 59435 58000 1435 53005 53005 69064 69064 17303 17303 MISCELLANEOUS 191173 62937 128236 6255059 3518268 2280427 456364 125334 287785 32966 20936 13597 0 142902 131482 2241052 982180 1313554 1258872 70757674 75894541 359258 226384 72745285 77820000 461764 581716 10903142 10999962 97835 132780 7673 4635 11470414 11719093 X 57679525 61964368 3595346 4136539 61274871 66100907 72745285 77820000 240319 4585717 0 X X 0 1 X 1 0 X 4353422 3063949 2894741 2820010 2824013 15956135 4353422 3063949 2894741 2820010 2824013 15956135 778279 15177856 1145661 3207342 1634542 1872268 2111283 9971096 25927231 324965 0.58540 0.61320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 39924984 78082 4820978 1201375 913017 42709652 37257179 19566 4495731 1304168 543324 39924984 35698630 128566 3043102 1197491 415628 37257179 43368238 76763 -5840457 1048610 857304 35698630 35147139 6413780 1962819 155500 43368238 0.88210 0.11790 0 0 114000 114000 1438395 658615 779780 270286 232213 38073 418371 91352 327019 1258872 OPERATING LEASE RIGHT-OF-USE LIABILITIES 4635 4635 X 10907304 4585717 17 4585734 6321570 173808 173808 6495378 6081268 17 17 6081251 173808 173808 6255059 PART IV, LINE 2B: THE SOCIETY HOLDS IN ESCROW, DUES AND CONTRIBUTIONS RECEIVED FOR CHAPTERS THAT ARE CURRENTLY INACTIVE OR DO NOT MAINTAIN OFFICERS. ONCE THE CHAPTER HAS BEEN REACTIVATED OR APPOINTS NEW OFFICERS, THE ESCROW FUNDS ARE SENT TO THE CHAPTER. PART X, LINE 2: UNCERTAIN TAX POSITIONS 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. THE ORGANIZATION 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: MISC RECLASS PART XI, LINE 4B - OTHER ADJUSTMENTS: BROKER FEES RECLASS PART XII, LINE 2D - OTHER ADJUSTMENTS: MISC RECLASS PART XII, LINE 4B - OTHER ADJUSTMENTS: BROKER FEES RECLASS 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 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. THE ORGANIZATION 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. 1 NORTH AMERICA FUNDRAISING EAST ASIA AND THE PACIFIC FUNDRAISING EUROPE (INCLUDING ICELAND & GREENLAND) FUNDRAISING MIDDLE EAST AND NORTH AFRICA FUNDRAISING EUROPE (INCLUDING ICELAND & GREENLAND) GRANTMAKING 1000 EAST ASIA AND THE PACIFIC GRANTMAKING 33500 MIDDLE EAST AND NORTH AFRICA GRANTMAKING 42000 NORTH AMERICA GRANTMAKING 4000 SOUTH AMERICA GRANTMAKING 4000 SOUTH ASIA GRANTMAKING 12500 SUB-SAHARAN AFRICA GRANTMAKING 20000 EUROPE (INCLUDING ICELAND & GREENLAND) INVESTMENTS 929775 CENTRAL AMERICA AND THE CARIBBEAN FUNDRAISING 0 0 0 0 0 0 80500 966275 1046775 INTERNSHIP, LOVE OF LEARNING GRANT NORTH AMERICA 4 4000 ACH PIONEER PROGRAM EUROPE (INCLUDING ICELAND & GREENLAND) 1 1000 ACH GRADUATE RESEARCH, DISSERTATION, PIONEER PROGRAM, LOVE OF LEARNING GRANT EAST ASIA AND THE PACIFIC 15 33500 ACH LOVE OF LEARNING GRANT, GRADUATE RESEARCH SOUTH ASIA 12 12500 ACH INTERNSHIP, PIONEER PROGRAM, LOVE OF LEARNING GRANT SOUTH AMERICA 4 4000 ACH LOVE OF LEARNING GRANT, DISSERTATION, GRADUATE RESEARCH SUB-SAHARAN AFRICA 10 20000 ACH FELLOWSHIP, GRADUATE RESEARCH, LOVE OF LEARNING GRANT MIDDLE EAST AND NORTH AFRICA 7 42000 ACH 1 0 1 1 0 0 PART I, LINE 2: ALL AWARD RECIPIENTS ARE REQUIRED TO SUBMIT A YEAR-END REPORT DETAILING THEIR EXPERIENCE FOR THE SOCIETY'S RECORDS AND MARKETING PURPOSES. THE SOCIETY'S AWARDS PROGRAM IS DIVERSE AND SO IS THE REQUIRED YEAR-END DOCUMENTATION FOR ANY GIVEN PROGRAM. FOR EXAMPLE, THE FELLOWSHIP PROGRAM REQUIRES FURTHER DETAILS SUCH AS A CERTIFICATE OF REGISTRATION TO BE COMPLETED IN CONJUNCTION WITH THE UNIVERSITY'S REGISTRAR CERTIFYING MATRICULATION INTO GRADUATE SCHOOL. ANOTHER EXAMPLE IS THE LITERACY GRANT PROGRAM IN WHICH RECIPIENTS MUST PROVIDE ITEMIZED RECEIPTS IN ADDITION TO A YEAR-END REPORT AT THE CONCLUSION OF THE PROJECT. FINALLY, WE RANDOMLY SELECT RECIPIENTS TO BE FEATURED IN VARIOUS MARKETING COLLATERAL SUCH AS BLOG AND SOCIAL MEDIA TESTIMONIALS, FORUM FEATURE ARTICLES, AND VIDEOS OUTLINING THEIR EXPERIENCE TO BE USED TO PROMOTE THE AWARDS PROGRAM. PART I, LINE 3: THE TAXPAYER USES THE ACCRUAL METHOD TO ACCOUNT FOR EXPENDITURES. 1 LITERACY PROGRAM 12 29375 FELLOWSHIPS FOR FIRST-YEAR GRADUATE STUDENTS 61 614000 INTERNSHIP PROGRAM 73 72000 LOVE OF LEARNING PROGRAM 162 161000 FUNDS FOR GRADUATE STUDENT RESEARCH 14 21000 DISSERTATION FELLOWSHIP PROVIDES FUNDS FOR MEMBERS WHO ARE DOCTORAL CANDIDATES AND ARE COMPLETING DISSERTATIONS 9 90000 PIONEER PROGRAM AWARD 47 47000 MARY TODD SABBATICAL AWARD 1 50000 PART I, LINE 2 ALL AWARD RECIPIENTS ARE REQUIRED TO SUBMIT A YEAR-END REPORT DETAILING THEIR EXPERIENCE FOR THE SOCIETY'S RECORDS AND MARKETING PURPOSES. THE SOCIETY'S AWARDS PROGRAM IS DIVERSE AND SO IS THE REQUIRED YEAR-END DOCUMENTATION FOR ANY GIVEN PROGRAM. FOR EXAMPLE, THE FELLOWSHIP PROGRAM REQUIRES FURTHER DETAILS SUCH AS A CERTIFICATE OF REGISTRATION TO BE COMPLETED IN CONJUNCTION WITH THE UNIVERSITY'S REGISTRAR CERTIFYING MATRICULATION INTO GRADUATE SCHOOL. ANOTHER EXAMPLE IS THE LITERACY GRANT PROGRAM IN WHICH RECIPIENTS MUST PROVIDE ITEMIZED RECEIPTS IN ADDITION TO A YEAR-END REPORT AT THE CONCLUSION OF THE PROJECT. FINALLY, WE RANDOMLY SELECT RECIPIENTS TO BE FEATURED IN VARIOUS MARKETING COLLATERAL SUCH AS BLOG AND SOCIAL MEDIA TESTIMONIALS, FORUM FEATURE ARTICLES, AND VIDEOS OUTLINING THEIR EXPERIENCE TO BE USED TO PROMOTE THE AWARDS PROGRAM. X X X X 0 0 0 0 0 0 0 0 0 BRADLEY R NEWCOMER PHD MBA EXECUTIVE DIRECTOR/SECRETARY 264617 0 0 0 0 0 29458 0 11528 0 305603 0 0 0 BRAD JEWELL CHIEF FINANCIAL OFFICER/TREASURER 210218 0 0 0 0 0 23139 0 8479 0 241836 0 0 0 TRACI NAVARRE CHIEF OPERATING OFFICER 189433 0 0 0 0 0 21790 0 17003 0 228226 0 0 0 ANITA JOSHI DIRECTOR OF IT 155068 0 0 0 0 0 17270 0 10279 0 182617 0 0 0 PART I, LINE 3 THE BOARD OF DIRECTORS IS THE AUTHORIZED BODY TO APPROVE THE COMPENSATION OF SOCIETY OFFICERS. THE BOARD HAS AUTHORIZED THE HUMAN RESOURCES COMMITTEE ("HRC") TO PREPARE AND REVIEW COMPENSATION DATA AND INFORMATION ASSOCIATED WITH THE REBUTTABLE PRESUMPTION PROCESS AND PROVIDE COMPENSATION RECOMMENDATIONS TO THE BOARD FOR FINAL APPROVAL OF OFFICER COMPENSATION. FINAL APPROVAL AND MODIFICATIONS, IF ANY, TO THE HRC'S COMPENSATION RECOMMENDATIONS RESTS WITH THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS AND THE HRC UTILIZE COMPARABILITY DATA SUCH AS COMPENSATION SURVEYS AND THE IRS FORM 990 OF OTHER SIMILAR ORGANIZATIONS TO ANALYZE AND SET EXECUTIVE COMPENSATION. FORM 990, PART VI, SECTION A, LINE 6 THE HONOR SOCIETY OF PHI KAPPA PHI HAS 92957 ACTIVE DUES-PAYING MEMBERS AND 309 ACTIVE CHAPTERS. FORM 990, PART VI, SECTION A, LINE 7A PHI KAPPA PHI MEMBERS, THROUGH THEIR PHI KAPPA PHI CHAPTER DELEGATES, VOTE FOR ALL VOTING BOARD POSITIONS. 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. THE BOARD OF DIRECTORS WILL REVIEW ANY DISCLOSURES AND DETERMINE IF A CONFLICT OF INTEREST EXISTS. IF A CONFLICT EXISTS, THE BOARD OF DIRECTORS WILL LOOK FOR OTHER OPTIONS. IF OTHER OPTIONS ARE NOT REASONABLE, THE CONFLICTED PERSON WILL BE RECUSED FROM THE DISCUSSION AND VOTE ON ANY PROPOSED TRANSACTION OR ARRANGEMENT INVOLVING THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS IS THE AUTHORIZED BODY TO APPROVE THE COMPENSATION OF SOCIETY OFFICERS. THE BOARD HAS AUTHORIZED THE HUMAN RESOURCES COMMITTEE ("HRC") TO PREPARE AND REVIEW COMPENSATION DATA AND INFORMATION ASSOCIATED WITH THE REBUTTABLE PRESUMPTION PROCESS AND PROVIDE COMPENSATION RECOMMENDATIONS TO THE BOARD FOR FINAL APPROVAL OF OFFICER COMPENSATION. FINAL APPROVAL AND MODIFICATIONS, IF ANY, TO THE HRC'S COMPENSATION RECOMMENDATIONS RESTS WITH THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS AND THE HRC UTILIZE COMPARABILITY DATA SUCH AS COMPENSATION SURVEYS AND THE IRS FORM 990 OF OTHER SIMILAR ORGANIZATIONS TO ANALYZE AND SET EXECUTIVE COMPENSATION. 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. PART XII LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.