PHI BETA KAPPA SOCIETY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PHI BETA KAPPA SOCIETY (EIN 53-0226282)
- Tax period
- 2020-08-01 to 2021-07-31
- Filed
- 2022-06-10
- IRS object ID
- 202241619349300839
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-10T14:12:20-05:00 | ReturnTs |
| Tax Period End | 2021-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 H STREET SUITE 700 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530226282 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PHI BETA KAPPA SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHIB | BusinessNameControlTxt |
| Phone | 2022653808 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1606 NEW HAMPSHIRE AVENUE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20009 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FREDERICK M LAWRENCE | PersonNm |
| Person Title | SECRETARY/CEO | PersonTitleTxt |
| Phone | 2022653808 | PhoneNum |
| Signature | 2022-06-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FREDERICK | PersonFirstNm |
| Person Last | LAWRENCE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH W HELLER | PreparerPersonNm |
| PTIN | P00397829 | PTIN |
| Phone | 2022932200 | PhoneNum |
| Preparation | 2022-06-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | FREDERICK M LAWRENCE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1606 NEW HAMPSHIRE AVENUE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,810,818 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PBK.ORG | WebsiteAddressTxt |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Formation | 1883 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO RECOGNIZE AND ENCOURAGE SCHOLARSHIP, FRIENDSHIP, AND CULTURAL INTERESTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 25 | TotalEmployeeCnt |
| Total Volunteers | 1130 | TotalVolunteersCnt |
| Total Gross UBI | $2,122 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,097,925 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,217,235 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,476,164 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,473,501 | CYProgramServiceRevenueAmt |
| PY Investment Income | $270 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,718 | CYInvestmentIncomeAmt |
| PY Other Revenue | $61,540 | PYOtherRevenueAmt |
| CY Other Revenue | $109,364 | CYOtherRevenueAmt |
| PY Total Revenue | $5,635,899 | PYTotalRevenueAmt |
| CY Total Revenue | $5,810,818 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $325,774 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $336,885 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,710,804 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,764,202 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $143,040 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $235,381 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $992,708 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,367,474 | PYOtherExpensesAmt |
| CY Other Expenses | $2,309,575 | CYOtherExpensesAmt |
| PY Total Expenses | $5,547,092 | PYTotalExpensesAmt |
| CY Total Expenses | $5,646,043 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $88,807 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $164,775 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,480,913 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,794,114 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,589,888 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,735,385 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,891,025 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,058,729 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE PHI BETA KAPPA SOCIETY IS TO CHAMPION EDUCATION IN THE LIBERAL ARTS AND SCIENCES, FOSTER FREEDOM OF THOUGHT, AND RECOGNIZE ACADEMIC EXCELLENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,468,900 | ExpenseAmt |
| Desc | THE AMERICAN SCHOLAR: THE AMERICAN SCHOLAR IS PHI BETA KAPPA'S QUARTERLY PUBLICATION, WITH A CIRCULATION TO THE GENERAL PUBLIC. THE CURRENT CIRCULATION IS 20,951 (19,952 ACTIVE SUBSCRIPTIONS, 505 NEWSSTAND SALES AND 854 FREE/NOMINAL RATE DISTRIBUTION). THE PUBLICATION PRESENTS ARTICLES ON SUBJECTS OF BROAD INTEREST, CURRENT AFFAIRS, PHILOSOPHY, SCIENCE AND ARTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $447,811 | ExpenseAmt |
| Grant | $110,000 | GrantAmt |
| Desc | NATIONAL ARTS AND SCIENCES INITIATIVE: PHI BETA KAPPA'S NATIONAL ARTS AND SCIENCES INITIATIVE ENGAGES MEMBERS ACROSS THE COUNTRY TO COMMUNICATE THE VALUE OF LIBERAL ARTS AND SCIENCES, ADVOCATES FOR POLICIES THAT STRENGTHEN HIGHER EDUCATION, AND AWARDS THE KEY INTO PUBLIC SERVICE SCHOLARSHIP, ALONG WITH TRAINING AND MENTORING, TO PROMISING LIBERAL ARTS AND SCIENCES MAJORS PURSUING GOVERNMENT SERVICE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $406,651 | ExpenseAmt |
| Desc | THE KEY REPORTER: THE KEY REPORTER IS A NEWSLETTER THAT IS MAILED TO MEMBERS ON A QUARTERLY BASIS AND KEEPS THEM INFORMED ABOUT CURRENT PHI BETA KAPPA ACTIVITIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (5 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $391,653 | $205,000 | $34,750 | VISITING SCHOLAR PROGRAM: THE VISITING SCHOLAR PROGRAM INVITES EMINENT SCHOLARS TO UNDERTAKE A SERIES OF VISITS TO COLLEGES AND UNIVERSITIES WITH PHI BETA KAPPA CHAPTERS, CONTRIBUTING TO THE INTELLECTUAL LIFE OF THE CAMPUS BY MAKING POSSIBLE THE EXCHANGE OF IDEAS BETWEEN DISTINGUISHED VISITING SCHOLARS, THE RESIDENT FACULTY AND STUDENTS. |
| $191,273 | $1,361,250 | CHAPTER SERVICES: THE PHI BETA KAPPA CHAPTERS INDUCT INTO THE SOCIETY THE BEST AND BRIGHTEST LIBERAL ARTS AND SCIENCES UNDERGRADUATES AT 290 COLLEGE AND UNIVERSITY CAMPUSES ACROSS THE NATION. | |
| $185,452 | ASSOCIATION SERVICES: COMMUNITY BASED GROUPS OF MEMBERS ARE FORMED TO PROVIDE PROGRAMS OF CULTURAL AND INTELLECTUAL INTEREST TO THEIR MEMBERS AND TO PROMOTE STUDENT ACHIEVEMENT IN HIGH SCHOOLS, COLLEGES, AND GRADUATE PROGRAMS. | ||
| $49,132 | $21,885 | $0 | BOOK AWARDS: AWARDS ARE GIVEN ANNUALLY TO THREE OUTSTANDING SCHOLARLY BOOKS DRAWN FROM THE FIELDS OF THE HUMANITIES, THE SOCIAL SCIENCES, THE NATURAL SCIENCES AND MATHEMATICS. THEY MUST BE OF BROAD INTEREST AND ACCESSIBLE TO THE GENERAL, LITERATE READER. |
| $138,532 | TRIENNIAL COUNCIL: THE TRIENNIAL COUNCIL IS THE LEGISLATIVE BODY OF PHI BETA KAPPA THAT CONVENES EVERY THREE YEARS TO CONDUCT PHI BETA KAPPA BUSINESS. THE MOST RECENT TRIENNIAL COUNCIL WAS HELD IN AUGUST 2021, DURING THE YEAR ENDED JULY 31, 2022. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $956,042 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $226,885 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,396,000 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,279,404 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 97 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 25 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2022653808 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1606 NEW HAMPSHIRE AVENUE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20009 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| LYNN PASQUERELLA | ||||||||
| PRESIDENT | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PETER H QUIMBY | ||||||||
| VICE PRESIDENT | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JONATHAN LEWIS | ||||||||
| TREASURER | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BERNADINE BARNES | ||||||||
| SENATOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE CANO | ||||||||
| SENATOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN W CARLISLE | ||||||||
| SENATOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| S RAJ CHAUDHURY | ||||||||
| SENATOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA GREENHOUSE | ||||||||
| SENATOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN HARKLESS | ||||||||
| SENATOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEAN HOWARD | ||||||||
| SENATOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ESTHER JONES | ||||||||
| SENATOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VERA L JUNKERS | ||||||||
| SENATOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT C KOONS | ||||||||
| SENATOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY KOVAC | ||||||||
| SENATOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER LEWTON-YATES | ||||||||
| SENATOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN MCGARRY | ||||||||
| SENATOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN MILLER | ||||||||
| SENATOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY B MULNIX | ||||||||
| SENATOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC W NYE | ||||||||
| SENATOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL O'DONNELL | ||||||||
| SENATOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUZIE PARK | ||||||||
| SENATOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN POPE | ||||||||
| SENATOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA TROTMAN REID | ||||||||
| SENATOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDITH SHAPIRO | ||||||||
| SENATOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CALVIN VAN NIEWAAL | ||||||||
| SENATOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FREDERICK LAWRENCE | ||||||||
| SECRETARY/CEO | 31.00 | 4.00 | Yes (X) | $379,298 | $48,942 | $54,789 | ||
| EVAGREN CALDERA | ||||||||
| ASSOCIATE SECRETARY/CHIEF OPERATING OFFICER | 28.00 | 7.00 | Yes (X) | $176,195 | $44,049 | $57,093 | ||
| ROBERT WILSON | ||||||||
| EDITOR-THE AMER. SCHOLAR | 35.00 | 0.00 | $161,705 | $0 | $38,106 | Yes (X) | ||
| ANNE WISE | ||||||||
| NASI DIRECTOR | 35.00 | 0.00 | $123,775 | $0 | $46,795 | Yes (X) | ||
| SUDIP BOSE | ||||||||
| MANAGING ED-THE AMER. SCHOLAR | 35.00 | 0.00 | $107,963 | $0 | $10,796 | Yes (X) | ||
| ELIZABETH KELLY | ||||||||
| VISITING SCHOLAR DIRECTOR | 35.00 | 0.00 | $101,260 | $0 | $21,718 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,050,196 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $92,991 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $229,297 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DANILLER COMPANY | |||||
| 3724 JEFFERSON SUITE 302 | AUSTIN | TX | 78731 | DEVELOPMENT/FUNDRAISING | $564,742 |
| CORDIA PARTNERS | |||||
| 8330 BOONE BLVD SUITE 350 | VIENNA | VA | 22182 | ACCOUNTING SERVICES | $246,297 |
| QG PRINTING III CO | |||||
| PO BOX 644840 | PITTSBURGH | PA | 152644840 | PRINTING SERVICES | $178,010 |
| EASYPERMIT POSTAGE | |||||
| PO BOX 371874 | PITTSBURGH | PA | 152507874 | POSTAGE SERVICES | $176,742 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $457,600 | GovernmentGrantsAmt |
| All Other Contributions | $3,759,635 | AllOtherContributionsAmt |
| Total Contributions | $4,217,235 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $1,281,005 | $1,281,005 | |
| PUBLICATIONS | 541800 | $157,746 | $155,624 | $2,122 |
| PROGRAM FEES | 900099 | $34,750 | $34,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,473,501 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $620 | TotalRevenueColumnAmt |
| Exclusion | $620 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $109,364 | TotalRevenueColumnAmt |
| Exclusion | $109,364 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,098 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,098 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,098 | TotalRevenueColumnAmt |
| Exclusion | $10,098 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,810,818 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,471,379 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,122 | UnrelatedBusinessRevenueAmt |
| Exclusion | $120,082 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,885 | TotalAmt |
| Program Services | $336,885 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $690,163 | TotalAmt |
| Program Services | $447,364 | ProgramServicesAmt |
| Management And General | $199,250 | ManagementAndGeneralAmt |
| Fundraising | $43,549 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,396,407 | TotalAmt |
| Program Services | $910,104 | ProgramServicesAmt |
| Management And General | $394,743 | ManagementAndGeneralAmt |
| Fundraising | $91,560 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,307 | TotalAmt |
| Program Services | $89,651 | ProgramServicesAmt |
| Management And General | $39,929 | ManagementAndGeneralAmt |
| Fundraising | $8,727 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,080 | TotalAmt |
| Program Services | $252,850 | ProgramServicesAmt |
| Management And General | $112,616 | ManagementAndGeneralAmt |
| Fundraising | $24,614 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,245 | TotalAmt |
| Program Services | $96,741 | ProgramServicesAmt |
| Management And General | $43,087 | ManagementAndGeneralAmt |
| Fundraising | $9,417 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,400 | TotalAmt |
| Management And General | $5,400 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,824 | TotalAmt |
| Management And General | $240,824 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,381 | TotalAmt |
| Fundraising | $235,381 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75 | TotalAmt |
| Management And General | $75 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,914 | TotalAmt |
| Program Services | $1,136 | ProgramServicesAmt |
| Management And General | $2,778 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,311,965 | TotalAmt |
| Program Services | $579,301 | ProgramServicesAmt |
| Management And General | $182,325 | ManagementAndGeneralAmt |
| Fundraising | $550,339 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,609 | TotalAmt |
| Program Services | $210,598 | ProgramServicesAmt |
| Management And General | $80,480 | ManagementAndGeneralAmt |
| Fundraising | $17,531 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,403 | TotalAmt |
| Program Services | $87,917 | ProgramServicesAmt |
| Management And General | $24,899 | ManagementAndGeneralAmt |
| Fundraising | $7,587 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,559 | TotalAmt |
| Program Services | $5,413 | ProgramServicesAmt |
| Management And General | $5,796 | ManagementAndGeneralAmt |
| Fundraising | $350 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,462 | TotalAmt |
| Program Services | $5,483 | ProgramServicesAmt |
| Management And General | $2,446 | ManagementAndGeneralAmt |
| Fundraising | $533 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,442 | TotalAmt |
| Program Services | $32,048 | ProgramServicesAmt |
| Management And General | $14,274 | ManagementAndGeneralAmt |
| Fundraising | $3,120 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CIRCULATION | $154,786 | $154,786 | |
| AUTHOR & CONTRIBUTOR | $61,825 | $61,825 | |
| DUES & SUBSCRIPTIONS | $32,311 | $7,302 | $25,009 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,646,043 | TotalAmt |
| Program Services | $3,279,404 | ProgramServicesAmt |
| Management And General | $1,373,931 | ManagementAndGeneralAmt |
| Fundraising | $992,708 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91 | BOYAmt |
| EOY | $91 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,428,141 | BOYAmt |
| EOY | $3,949,368 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,727 | BOYAmt |
| EOY | $5,332 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,746 | BOYAmt |
| EOY | $363,792 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,222 | BOYAmt |
| EOY | $111,117 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $109,781 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $109,781 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,053 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $679,933 | BOYAmt |
| EOY | $364,414 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,480,913 | BOYAmt |
| EOY | $4,794,114 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,012 | BOYAmt |
| EOY | $595,010 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $770,276 | BOYAmt |
| EOY | $1,140,375 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $457,600 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,589,888 | BOYAmt |
| EOY | $1,735,385 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,891,025 | BOYAmt |
| EOY | $3,058,729 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,891,025 | BOYAmt |
| EOY | $3,058,729 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,480,913 | BOYAmt |
| EOY | $4,794,114 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $164,775 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,929 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,653,193 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,520,147 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,687,138 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,347,639 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,498,240 | CurrentTaxYearAmt |
| Total | $27,706,357 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,653,193 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,520,147 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,687,138 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,347,639 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,498,240 | CurrentTaxYearAmt |
| Total | $27,706,357 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,889,467 | SubstantialContributorsTotAmt |
| Public Support Total170 | $24,816,890 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $88,858 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $90,630 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $97,862 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,146 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $109,984 | CurrentTaxYearAmt |
| Total | $448,480 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $2,426 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,025 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $664 | CurrentTaxYearMinus1YearAmt |
| Total | $5,115 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $28,159,952 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,118,108 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.88130 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85060 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2017 AMOUNT: $ 2,426. 2018 AMOUNT: $ 2,025. 2019 AMOUNT: $ 664. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,337 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,558 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $11,895 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,370,118 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,382,013 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $419,101 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $104,775 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $411,848 | CurrentYearMinus3Amt |
| Current Year Minus2 | $448,832 | CurrentYearMinus2Amt |
| Current Year Minus1 | $420,190 | CurrentYearMinus1Amt |
| Current Year | $419,101 | CurrentYearAmt |
| Total | $1,699,971 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,549,957 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $6,414 | CurrentYearMinus3Amt |
| Current Year Minus2 | $5,674 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,734 | CurrentYearMinus1Amt |
| Current Year | $11,895 | CurrentYearAmt |
| Total | $25,717 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $102,962 | CurrentYearMinus3Amt |
| Current Year Minus2 | $112,208 | CurrentYearMinus2Amt |
| Current Year Minus1 | $105,048 | CurrentYearMinus1Amt |
| Current Year | $104,775 | CurrentYearAmt |
| Total | $424,993 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $637,490 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,946 | CurrentYearMinus3Amt |
| Current Year Minus2 | $4,415 | CurrentYearMinus2Amt |
| Current Year Minus1 | $733 | CurrentYearMinus1Amt |
| Current Year | $3,337 | CurrentYearAmt |
| Total | $10,431 | TotalAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $109,781 | OtherCostOrOtherBasisAmt |
| Depreciation | $109,781 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM FOUNDATION | Desc |
| Book Value | $364,414 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $364,414 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,813,672 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,929 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,929 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,810,743 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $75 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $75 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,810,818 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,645,968 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,645,968 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $75 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $75 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,646,043 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | A DEFERRED TAX ASSET HAS NOT BEEN REALIZED DUE TO THE UNCERTAINTY OF REALIZING A BENEFIT FROM THE NET OPERATING LOSS CARRY FORWARDS. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANILLER COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3724 JEFFERSON STREET SUITE 302 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78731 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING FOR SOCIETY | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $3,341,253 | GrossReceiptsAmt |
| Retained By Contractor | $235,381 | RetainedByContractorAmt |
| Net To Organization | $3,105,872 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $3,341,253 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $235,381 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $3,105,872 | TotalNetToOrganizationAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | PBK DOES NOT SOLICIT FROM THE PUBLIC; ITS FUNDRAISING EFFORTS ARE DIRECTED SOLELY AT PBK MEMBERS. OF THE $564,742 PAID TO DANILLER DURING 2020, $235,381 WAS FOR MANAGEMENT FEES. THE REMAINDER WAS FOR DEVELOPMENT AND PRINTING OF DIRECT MAIL SOLICITATIONS AND PROMOTIONAL GIFTS, INCLUDING EXPENSE REIMBURSEMENTS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| VISITING SCHOLAR HONORARIA | 19 | $205,000 |
| NASI HONORARIA | 22 | $110,000 |
| BOOK AWARD HONORARIA | 18 | $31,970 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | BOOK AWARDS, CHAPTER AWARDS, RECOGNITION AWARDS, AND NATIONAL ARTS & SCIENCES AWARDS ARE PRIZES BESTOWED FOR PAST ACHIEVEMENT DETERMINED BY COMMITTEES AT THE NATIONAL OFFICE OR, IF REQUIRED BY THE PBK PRESIDENT OR SENATE. VISITING SCHOLARS ARE MONITORED THROUGH REPORTS FILED BY THE PBK CHAPTERS AT CAMPUSES THEY VISIT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FREDERICK LAWRENCE | ||||||||||||||
| SECRETARY/CEO | $379,298 | $48,942 | $0 | $0 | $0 | $0 | $25,243 | $3,257 | $24,541 | $3,167 | $429,082 | $55,366 | $0 | $0 |
| EVAGREN CALDERA | ||||||||||||||
| ASSOCIATE SECRETARY/CHIEF OPERATING | $176,195 | $44,049 | $0 | $0 | $0 | $0 | $17,839 | $4,460 | $28,970 | $7,243 | $223,004 | $55,752 | $0 | $0 |
| ROBERT WILSON | ||||||||||||||
| EDITOR-THE AMER. SCHOLAR | $161,705 | $0 | $0 | $0 | $0 | $0 | $16,243 | $0 | $23,282 | $0 | $201,230 | $0 | $0 | $0 |
| ANNE WISE | ||||||||||||||
| NASI DIRECTOR | $123,775 | $0 | $0 | $0 | $0 | $0 | $12,464 | $0 | $35,750 | $0 | $171,989 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE CEO OF THE ORGANIZATION RECEIVES A HOUSING ALLOWANCE, WHICH IS APPROVED BY THE EXECUTIVE COMMITTEE. |
| PART I, LINE 1B | THE HOUSING ALLOWANCE IS ADDED TO THE CEO'S TAXABLE COMPENSATION EACH YEAR. |
| PART I, LINE 3 | IN ALL CASES, SALARY REVIEW INCLUDES STUDY OF COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. PBK'S PRESIDENT AND EXECUTIVE COMMITTEE REVIEW THE SECRETARY'S COMPENSATION; THE SECRETARY REVIEWS THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE SOCIETY'S PRESIDENT, VICE PRESIDENT, AND NO FEWER THAN THREE SENATORS SERVE AS AN EXECUTIVE COMMITTEE THAT HOLDS THE AUTHORITY TO ACT ON BEHALF OF THE ENTIRE SOCIETY SENATE, IN BETWEEN SENATE MEETINGS. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE PHI BETA KAPPA SOCIETY'S CONSTITUENT MEMBERS ARE ITS CHAPTERS AND CHARTERED ASSOCIATIONS. THE PERSONS WHO ARE MEMBERS OF PBK ARE ELECTED AND RECEIVED INTO MEMBERSHIP BY THE CHAPTERS. THERE ARE THREE CLASSES OF INDIVIDUAL MEMBERS: 1. MEMBERS IN COURSE 2. ALUMNI MEMBERS 3. HONORARY MEMBERS |
| FORM 990, PART VI, SECTION A, LINE 7A | VOTING DELEGATES TO PBK'S TRIENNIAL COUNCIL ARE CHOSEN FROM ITS CHAPTERS AND CHARTERED ASSOCIATIONS. EACH CHAPTER IS ENTITLED TO 3 DELEGATES. EACH ASSOCIATION WITH 25 TO 199 MEMBERS OR MORE MAY HAVE ONE DELEGATE; EACH ASSOCIATION WITH 200 MEMBERS OR MORE MAY HAVE TWO DELEGATES. PBK ALSO HAS A SENATE, WHICH FUNCTIONS AS THE GENERAL ADMINISTRATIVE BODY WHEN THE COUNCIL IS NOT IN SESSION. IT CONSISTS OF 24 SENATORS ELECTED BY THE COUNCIL AS THE TERMS OF SENATORS END AND REQUIRE REPLACEMENT. ONE SENATOR IS ELECTED FROM EACH OF SEVEN DISTRICTS AND THE REMAINING SENATORS ARE ELECTED FROM THE MEMBERSHIP AT LARGE. EACH CHAPTER, CHARTERED ASSOCIATION, SENATOR, AND PAST PRESIDENT IS PERMITTED ONE VOTE IN THE COUNCIL. |
| FORM 990, PART VI, SECTION B, LINE 11B | PBK'S OUTSOURCED ACCOUNTANT, SECRETARY, ASSOCIATE SECRETARY, AND THE EXECUTIVE COMMITTEE OF THE PBK SENATE (WHICH HAS AUTHORITY TO ACT ON BEHALF OF THE SENATE) REVIEW THE FORM 990 BEFORE APPROVING ITS FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL EMPLOYEES, SENATORS AND TRUSTEES ARE PROVIDED WITH HANDBOOKS THAT INCLUDE OUR CONFLICT OF INTEREST POLICY UPON EMPLOYMENT OR ELECTION TO OFFICE. PBK ALSO REQUIRES ALL EMPLOYEES AND SENATORS TO SIGN A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. WE DO NOT HAVE ANY EMPLOYEES, SENATORS OR TRUSTEES STATING THEY HAVE A CONFLICT OF INTEREST AT THIS TIME. |
| FORM 990, PART VI, SECTION B, LINE 15A | IN ALL CASES, SALARY REVIEW INCLUDES STUDY OF COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. PBK'S PRESIDENT AND EXECUTIVE COMMITTEE REVIEW THE SECRETARY'S COMPENSATION; THE SECRETARY REVIEWS THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHI BETA KAPPA FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1606 NEW HAMPSHIRE AVENUE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526063291 | EIN |
| Primary Activities | ORGANIZED FOR THE CREATION OF FUNDS OR ENDOWMENTS. | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PHI BETA KAPPA SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| PHI BETA KAPPA FOUNDATION | ||
| L | $332,006 | COST |
| PHI BETA KAPPA FOUNDATION | ||
| N | $21,345 | COST |
| PHI BETA KAPPA FOUNDATION | ||
| O | $61,779 | COST |
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