2017-05-15T09:04:04-05:00 2016-12-31 260005391 VANCE FLOUHOUSE & GARGES PLLC 7725 BALLANTYNE COMMONS PKY STE103 CHARLOTTE NC 28277 990 2016-01-01 460975567 PI KAPPA PHI FOUNDATION PIKA 7045040888 PO BOX 240526 CHARLOTTE NC 28224 MARK E TIMMES CHIEF EXECUTIVE OFFICER 7045040888 2017-05-10 1 DAVID JACOB TOWNSEND P00742627 7043697200 165.166.239.170 2017-05-10 12:18:27 ED P 84763887A726337ED125C036FB8ECA22DB28EAD1 F49353FC77BD18DBB1AB7511D7B2BCBEFF5EF9AA 2016 2021-01-29 14:40:06Z MARK E TIMMES PO BOX 240526 CHARLOTTE NC 28224 1205954 0 X WWW.PIKAPP.ORG/FOUNDATIONHOME X 2012 NC TO SUPPORT THE EDUCATIONAL PROGRAMS OF THE PI KAPPA PHI FRATERNITY IN ORDER TO ASSIST ITS STUDENT MEMBERS IN ACHIEVING SUPERIOR RESULTS IN PERSONAL DEVELOPMENT, ACADEMICS, SERVICE AND LEADERSHIP. 19 19 5 0 0 0 1532908 1019664 13945 -603 207404 174835 0 0 1754257 1193896 381024 412661 0 0 275711 223754 0 0 566746 555352 701690 1212087 1338105 542170 -144209 11370772 11634952 324099 163342 11046673 11471610 TO SUPPORT THE EDUCATIONAL PROGRAMS OF THE PI KAPPA PHI FRATERNITY IN ORDER TO ASSIST ITS STUDENT MEMBERS IN ACHIEVING SUPERIOR RESULTS IN PERSONAL DEVELOPMENT, ACADEMICS, SERVICE AND LEADERSHIP. 0 0 344164 278295 THE FOUNDATION SUPPORTS THE EDUCATIONAL PROGRAMS OF PI KAPPA PHI FRATERNITY THROUGH GRANTS. 134366 134366 THE FOUNDATION AWARDS SCHOLARSHIPS ANNUALLY TO HELP STUDENT MEMBERS ACHIEVE ACADEMIC GOALS, DEVELOP LEADERSHIP SKILLS AND PROMOTE SERVICE TO THE COMMUNITY. 478530 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 5 1 0 0 0 0 0 1 1 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NC X MARK E TIMMES 7045040888 2015 ARYSLEY TOWN BLVD STE 200 CHARLOTTE NC 28273 JOHN RICHARD ANDREWS CHAIRMAN 0.00 X 0 0 0 LANCE ALLEN TALMAGE VICE CHAIRMAN 0.00 X 0 0 0 BARRY LYNN HOWELL MEMBER 0.00 X 0 0 0 TED SCHARFENSTEIN MEMBER 0.00 X 0 0 0 ERNEST JOHNSON SECRETARY/TREASURER 0.00 X 0 0 0 RICK BERK MEMBER 0.00 X 0 0 0 DAVE SHOOK MEMBER 0.00 X 0 0 0 ROBERT F BERRY MEMBER 0.00 X 0 0 0 DANIEL HITZKE MEMBER 0.00 X 0 0 0 JAMES HOUSE MEMBER 0.00 X 0 0 0 ROBERT JOHN PATERNO MEMBER 0.00 X 0 0 0 ANDERS HALL MEMBER 0.00 X 0 0 0 JEREMY GALVIN NATIONAL COUNCIL LAISON 0.00 X 0 0 0 THOMAS HOWARD COLEY MEMBER 0.00 X 0 0 0 TRIPP HALL MEMBER 0.00 X 0 0 0 MICHAEL SWEENEY MEMBER 0.00 X 0 0 0 JACK MCDONALD MEMBER 0.00 X 0 0 0 WALTER PICKENS MEMBER 0.00 X 0 0 0 THOMAS B SULLIVAN MEMBER 0.00 X 0 0 0 MARK EDWARD TIMMES CEO 1.00 40.00 X 0 244893 26432 MARVIN SPENCER HACKNEY CFO 1.00 40.00 X 0 106000 9260 0 350893 35692 0 0 1 0 0 1019664 1019664 LOAN INTEREST - RESTRI 525990 5365 5365 LOAN INTEREST 525990 3294 3294 CHANGE IN CSV LIFE INS 525990 -9262 -9262 -603 186893 186893 12058 -12058 -12058 -12058 1193896 174835 0 -603 278295 278295 134366 134366 182688 7367 27426 147895 6962 279 975 5708 17967 876 3100 13991 16137 641 2387 13109 56278 56278 14618 14618 41754 41754 101712 42088 59624 128830 18925 109905 5531 5531 28240 28240 5675 5675 CONTRACT SERVICES (CONS 69849 69849 PRINTING AND PUBLICATIO 51669 1724 49945 NU PHI 47748 47748 FUNDRAISING EVENTS-MAJO 44295 44295 105491 41190 64301 1338105 478530 292829 566746 1855396 830551 1916036 1824880 108481 99482 1128 2952 274116 243618 58737 30498 7335843 8759383 95151 87206 11370772 11634952 26739 14662 2360 1180 295000 147500 324099 163342 X 2805030 2855010 4476821 4718842 3764822 3897758 11046673 11471610 11370772 11634952 -144209 569146 0 X 0 1 X 1 0 X 1493281 1532908 1019664 4045853 1493281 1532908 1019664 4045853 4045853 105014 152984 186902 444900 460 5840 -9262 -2962 4487791 24825 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2903992 101327 263629 86137 42859 3139952 2200243 911725 -87193 97674 23109 2903992 2194395 112320 70363 17186 18923 2200243 1.00000 0 0 142907 126363 16544 131209 117255 13954 30498 X 1967267 569146 569146 1398121 -204225 -204225 1193896 1542330 204225 204225 1338105 0 1338105 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ADDITIONALLY, THE ORGANIZATION IS NOT A PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE SECTION 509(A)(1). THE ORGANIZATION DOES NOT BELIEVE THAT THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND ACCORDINGLY, IT WILL NOT RECOGNIZE ANY ASSET OR LIABILITY FOR UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS. THE TAX RETURNS OF THE ORGANIZATION ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE. NET WITH CONTRIBUTION REVENUE ON 990. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE. NET WITH CONTRIBUTION REVENUE ON 990. SCHEDULE D - PART V - LINE 4 ENDOWMENT FUNDS THE ENDOWMENT FUNDS ARE USED TO PROVIDE ASSISTANCE IN THE EDUCATION AND LEADERSHIP PROGRAMS OF THE FRATERNITY. SCHOLARSHIPS AND GRANTS WERE GIVEN TO STUDENTS BASED ON OUTSTANDING ACHIEVEMENT BOTH IN ACADEMICS AND STUDENT LEADERSHIP, INCLUDING SERVICE IN THE COMMUNITY. 1 PI KAPPA PHI FRATERNITY 2015 AYRSLEY TOWN BLVD STE 200 CHARLOTTE NC 28273 570340150 501 (C)(7) 127538 EDUCATIONAL SERVICES THE ABILITY EXPERIENCE 2015 AYRSLEY TOWN BLVD STE 200 CHARLOTTE NC 28273 581588777 501 (C)(3) 141257 CHARITABLE DONATION OTHER 9500 EDUCATIONAL SERVICES SCHOLARSHIPS 134366 SCHEDULE I - PART 1 - LINE 2 MONITORING THE USE OF GRANT FUNDS BOARD MEMBERS ROUTINELY ATTEND FRATERNITY EDUCATIONAL PROGRAMS AND EVENTS THAT ARE PARTIALLY FUNDED BY THE GRANT AND SCHOLARSHIP FUNDS. THIS AFFORDS THE OPPORTUNITY TO EXPERIENCE FIRST HAND THE EDUCATIONAL PROGRAMMING BEING PROVIDED WITH FOUNDATION FUNDS. IN ADDITION, ONE OF THE FOUNDATION TRUSTEES SERVES AS A LIAISON FROM THE FRATERNITY. X X X 0 0 0 0 0 0 0 0 0 MARK EDWARD TIMMES CEO 0 168651 0 76242 0 0 0 0 0 26432 0 271325 0 0 FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING FORM 990, THE CHIEF FINANCIAL OFFICER AND CHIEF EXECUTIVE OFFICER OF PI KAPPA PHI FOUNDATION CONDUCT A DETAILED REVIEW OF THE RETURN. A REVIEW LIST OF ANY QUESTIONS AND COMMENTS IS PREPARED AND DISCUSSED WITH THE PREPARER. UPON SATISFACTION OF ANY FOLLOW-UP ITEMS, AN ELECTRONIC COPY OF THE FINAL RETURN IS FORWARDED TO EACH TRUSTEE FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C PI KAPPA PHI FOUNDATION REQUIRES EACH TRUSTEE TO REVEAL POSSIBLE CONFLICTS OF INTEREST IN AN ANNUAL DISCLOSURE STATEMENT. FORM 990, PART VI, SECTION C, LINE 19 NOT AVAILABLE. PI KAPPA PHI FRATERNITY 2015 AYRSLEY TOWN BLVD STE 200 CHARLOTTE NC 28273 570340150 FRATERNITY SC 501(C)(7) N/A 0 THE ABILITY EXPERIENCE 2015 AYRSLEY TOWN BLVD STE 200 CHARLOTTE NC 28273 581588777 CHARITABLE ORGANIZATION NC 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 PI KAPPA PHI FRATERNITY B 127538 THE ABILITY EXPERIENCE B 141257 PI KAPPA PHI FRATERNITY N 126862 PI KAPPA PHI FRATERNITY O 87708