PHI BETA KAPPA SOCIETY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PHI BETA KAPPA SOCIETY (EIN 53-0226282)
- Tax period
- 2012-08-01 to 2013-07-31
- Filed
- 2014-04-02
- IRS object ID
- 201430929349300118
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-04-02T12:07:36-05:00 | Timestamp |
| Tax Period End Date | 2013-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521855942 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE AND TRYON | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW SUITE 400 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530226282 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PHI BETA KAPPA SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PHIB | NameControl |
| Phone | 2022653808 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1606 NEW HAMPSHIRE AVENUE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20009 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN CHURCHILL | Name |
| Title | SECRETARY | Title |
| Phone | 2022653808 | Phone |
| Date Signed | 2014-04-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELIZABETH W HELLER | Name |
| PTIN | P00397829 | PTIN |
| Phone | 2022932200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN CHURCHILL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1606 NEW HAMPSHIRE AVENUE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20009 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6268080 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PBK.ORG | WebSite |
| Type Of Organization Association | X | TypeOfOrganizationAssociation |
| Year Formation | 1883 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | TO RECOGNIZE AND ENCOURAGE SCHOLARSHIP, FRIENDSHIP, AND CULTURAL INTERESTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 22 | TotalNbrEmployees |
| Total Nbr Volunteers | 1050 | TotalNbrVolunteers |
| Total Gross UBI | 19909 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -31315 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3871324 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4080691 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1174500 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2105001 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3136 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1471 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 94577 | OtherRevenuePriorYear |
| Other Revenue Current Year | 80917 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5143537 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6268080 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2152495 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 512359 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2033794 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2166153 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 461736 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 505457 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1071639 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1898968 | OtherExpensePriorYear |
| Other Expenses Current Year | 3031216 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6546993 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6215185 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1403456 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 52895 | RevenuesLessExpensesCY |
| Total Assets BOY | 3998438 | TotalAssetsBOY |
| Total Assets EOY | 3553588 | TotalAssetsEOY |
| Total Liabilities BOY | 1128140 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 630395 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2870298 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2923193 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PHI BETA KAPPA PROMOTES THE VALUES OF THE LIBERAL ARTS AND SCIENCES BY INDUCTING INTO MEMBERSHIP THE MOST OUTSTANDING ARTS AND SCIENCES STUDENTS IN THE NATION'S LEADING COLLEGES AND UNIVERSITIES, AND BY ADVOCATING ACADEMIC EXCELLENCE, FREEDOM OF INQUIRY AND EXPRESSION, INFORMED DELIBERATION AND UNDERSTANDING, AND ACTIVE ENGAGEMENT WITH IMPORTANT ISSUES. | MissionDescription |
| Significant New Program Services | 1 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1243818 | Expense |
| Grants | 0 | Grants |
| Revenue | 297112 | Revenue |
| Description | THE AMERICAN SCHOLAR IS A QUARTERLY PUBLICATION WITH A CIRCULATION TO THE GENERAL PUBLIC. THE CURRENT CIRCULATION IS APPROXIMATELY 25,160 (22,660 ACTIVE SUBSCRIPTIONS, 1,530 NEWSSTAND SALES, AND 970 FREE/NOMINAL RATE DISTRIBUTION). THE PUBLICATION PRESENTS ARTICLES ON SUBJECTS OF BROAD INTEREST, CURRENT AFFAIRS, CULTURAL AFFAIRS, PHILOSOPHY, SCIENCE, AND ARTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 787395 | Expense |
| Grants | 0 | Grants |
| Revenue | 755235 | Revenue |
| Description | TRIENNIAL COUNCIL - THE COUNCIL IS THE LEGISLATIVE BODY OF PHI BETA KAPPA THAT CONVENES EVERY THREE YEARS TO CONDUCT PHI BETA KAPPA BUSINESS AS A WHOLE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 538702 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | THE KEY REPORTER IS A NEWSLETTER THAT IS MAILED TO MEMBERS ON QUARTERLY BASIS AND KEEPS THEM INFORMED ABOUT CURRENT PHI BETA KAPPA ACTIVITIES. | Description |
Activity Other ActivityOther (6 entries)
| ExpenseExpense | GrantsGrants | RevenueRevenue | DescriptionDescription |
|---|---|---|---|
| 460461 | 174000 | 154154 | THE VISITING SCHOLAR PROGRAM INVITES SCHOLARS TO UNDERTAKE A SERIES OF VISITS TO INSTITUTIONS, CONTRIBUTING TO THE INTELLECTUAL LIFE OF THE CAMPUS BY MAKING POSSIBLE THE EXCHANGE OF IDEAS BETWEEN DISTINGUISHED VISITING SCHOLARS, THE RESIDENT FACULTY, AND STUDENTS. |
| 273278 | 1500 | 892338 | CHAPTER SERVICES - ARE THE BASIC UNIT OF PHI BETA KAPPA AS THEY INITIATE NEW MEMBERS INTO THE SOCIETY. |
| 178100 | 34000 | 0 | BOOK AWARDS - THE PHI BETA KAPPA BOOK AWARDS ARE GIVEN EACH YEAR IN DECEMBER TO OUTSTANDING SCHOLARLY BOOKS PUBLISHED IN THE UNITED STATES. WINNING WORKS, WHICH ARE DRAWN FROM THE FIELDS OF THE HUMANITIES, THE SOCIAL SCIENCES, THE NATURAL SCIENCES AND MATHEMATICS, MUST BE OF BROAD INTEREST AND ACCESSIBLE TO THE GENERAL, LITERATE READER. |
| 67939 | 3000 | 6162 | ASSOCIATION SERVICES - COMMUNITY-BASED GROUPS OF MEMBERS ARE FORMED TO PROVIDE PROGRAMS OF CULTURAL AND INTELLECTUAL INTEREST TO THEIR MEMBERSE AND TO PROMOTE STUDENT ACHIEVEMENT IN HIGH SCHOOLS, COLLEGES, AND GRADUATE PROGRAMS. |
| 299859 | 299859 | 0 | SUPPORT OF RELATED ORGANIZATION, THE PHI BETA KAPPA FOUNDATION - DURING THE FISCAL YEAR ENDING JULY 31, 2013, PBK FORGAVE THE FOUNDATION'S DEBT OF $299,859, WHICH HAD ACCUMULATED OVER A NUMBER OF YEARS THROUGH PBK'S PAYMENT OF THE FOUNDATION'S EXPENSES. IN FISCAL YEAR 2011, IT WAS DECIDED THAT THE FOUNDATION WOULD BE BETTER ABLE TO CARRY OUT ITS EXEMPT PURPOSE OF PROMOTING SOUND LEARNING THROUGH FELLOWSHIPS AND AWARDS, IF IT DID NOT HAVE TO REPAY THE EXPENSES PAID BY PBK ON ITS BEHALF. GOING FORWARD, PBK INTENDS TO PAY THE FOUNDATION'S ANNUAL EXPENSES WITHOUT EXPECTATION OF REPAYMENT. |
| 351263 | 0 | 0 | NATIONAL ADVOCACY - THE ADVOCACY PROGRAM IS A MULTI-YEAR NATIONAL INITIATIVE TO BUILD SUPPORT FOR THE LIBERAL ARTS AND SCIENCES THROUGH MOBILIZATION OF THE SOCIETY'S MEMBERS AND CONTACT WITH KEY DECISION MAKERS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1630900 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 512359 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 1052654 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 4200815 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 53 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 22 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARGARET N FARR | NamePerson |
| Telephone Number | 2022653808 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1606 NEW HAMPSHIRE AVENUE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20009 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| KATHERINE R SOULE | ||||||||
| PRESIDENT | 1.00 | 1.00 | X | X | 0 | 0 | 0 | |
| CATHERINE WHITE BERHEIDE | ||||||||
| VICE PRESIDENT | 1.00 | 1.00 | X | X | 0 | 0 | 0 | |
| JOHN PAGE | ||||||||
| TREASURER | 1.00 | 1.00 | X | X | 0 | 0 | 0 | |
| TODD BREYFOGLE | ||||||||
| SENATOR | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| YOLANDA BROYLES-GONZALEZ | ||||||||
| SENATOR | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| FRED H CATE | ||||||||
| SENATOR | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| THEOPOLIS FAIR | ||||||||
| SENATOR | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL GAUGER | ||||||||
| SENATOR | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| LINDA GREENHOUSE | ||||||||
| SENATOR | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| GEORGE D GREENIA | ||||||||
| SENATOR | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| SUSAN K HAGEN | ||||||||
| SENATOR | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| ZEV HANDEL | ||||||||
| SENATOR | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| VALERIE HOTCHKISS | ||||||||
| SENATOR | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| JEAN E HOWARD | ||||||||
| SENATOR | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| MARY-CLAIRE KING | ||||||||
| SENATOR | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| ROBERT C KOONS | ||||||||
| SENATOR | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| KATE LEHMAN | ||||||||
| SENATOR | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL LUBIN | ||||||||
| SENATOR | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| PAUL LUKACS | ||||||||
| SENATOR | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| ANDREW D MCNITT | ||||||||
| SENATOR | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| LYNN PASQUERELLA | ||||||||
| SENATOR | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| PETER QUIMBY | ||||||||
| SENATOR | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| JEFFREY T SAMMONS | ||||||||
| SENATOR | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| HOWARD SEGAL | ||||||||
| SENATOR | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| KATHLEEN WOODWARD | ||||||||
| SENATOR | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| JOHN H CHURCHILL | ||||||||
| SECRETARY (EXEC DIR) | 33.00 | 2.00 | X | 238382 | 14448 | 50180 | ||
| DONALD S LURDING | ||||||||
| ASSOCIATE SECRETARY | 30.00 | 5.00 | X | 203830 | 33972 | 53160 | ||
| ROBERT WILSON | ||||||||
| EDITOR, AMERICAN SCHOLAR | 24.00 | 0.00 | 124093 | 0 | 34779 | X | ||
| MARGARET N FARR | ||||||||
| CONTROLLER | 35.00 | 0.00 | 101574 | 0 | 54941 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 667879 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 48420 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 193060 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| DANILLER COMPANY | |||||
| 3724 JEFFERSON SUITE 302 | AUSTIN | TX | 78731 | DIRECT MAIL FUNDRAISING | 505457 |
| BROWN PRINTING | |||||
| PO BOX 704 | WASECA | MN | 56093 | PRINTING SERVICES | 285689 |
| BALLANTINE LITHO-SALES INC | |||||
| 1700 ROUTE 23 NORTH | WAYNE | NJ | 07470 | PRINTING SERVICES | 130606 |
| DESIGN DATA | |||||
| 610 PROFESSIONAL DRIVE SUITE 102 | GAITHERSBURG | MD | 20879 | COMPUTER & HELP DESK SERVICES | 128945 |
| AMERICAN COUNCIL ON EDUCATION | |||||
| PO BOX 418762 | BOSTON | MA | 02241 | PRINTING SERVICES | 112099 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Related Organizations | 975000 | RelatedOrganizations |
| All Other Contributions | 3105691 | AllOtherContributions |
| Total Contributions | 4080691 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | 898500 | 898500 | |
| TRIENNIAL COUNCIL | 900099 | 755235 | 755235 | |
| PUBLICATIONS | 541800 | 297112 | 277203 | 19909 |
| VISITING SCHOLAR | 900099 | 154154 | 154154 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2105001 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1471 | TotalRevenueColumn |
| Exclusion | $1,471 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 79421 | TotalRevenueColumn |
| Exclusion | $79,421 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1496 | TotalRevenueColumn |
| Exclusion | $1,496 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1496 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6268080 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2085092 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 19909 | UnrelatedBusinessRevenue |
| Exclusion | $82,388 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 299859 | Total |
| Program Services | 299859 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 212500 | Total |
| Program Services | 212500 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 593972 | Total |
| Program Services | 240099 | ProgramServices |
| Management And General | 326479 | ManagementAndGeneral |
| Fundraising | 27394 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1145786 | Total |
| Program Services | 560710 | ProgramServices |
| Management And General | 521103 | ManagementAndGeneral |
| Fundraising | 63973 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94840 | Total |
| Management And General | 94840 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 218010 | Total |
| Management And General | 218010 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113545 | Total |
| Program Services | 56788 | ProgramServices |
| Management And General | 51120 | ManagementAndGeneral |
| Fundraising | 5637 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18106 | Total |
| Management And General | 18106 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40194 | Total |
| Management And General | 40194 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 505457 | Total |
| Fundraising | 505457 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13 | Total |
| Program Services | 13 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 387132 | Total |
| Program Services | 216159 | ProgramServices |
| Management And General | 17773 | ManagementAndGeneral |
| Fundraising | 153200 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 300 | Total |
| Program Services | 300 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1271657 | Total |
| Program Services | 576193 | ProgramServices |
| Management And General | 79247 | ManagementAndGeneral |
| Fundraising | 616217 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 294689 | Total |
| Program Services | 1758 | ProgramServices |
| Management And General | 290644 | ManagementAndGeneral |
| Fundraising | 2287 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55278 | Total |
| Management And General | 55278 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 530354 | Total |
| Program Services | 470256 | ProgramServices |
| Management And General | 60098 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 370592 | Total |
| Program Services | 234304 | ProgramServices |
| Management And General | 54019 | ManagementAndGeneral |
| Fundraising | 82269 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49051 | Total |
| Management And General | 49051 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78879 | Total |
| Management And General | 78879 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CIRCULATION | 178682 | 178682 | |
| CREDIT CARD & BANK CHAR | 103094 | 360 | 102734 |
| EQUIPMENT & MAINTENANCE | 29349 | 29349 | |
| DUES & SUBSCRIPTIONS | 22273 | 924 | 21349 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -398427 | Total |
| Program Services | 1151910 | ProgramServices |
| Management And General | -1165542 | ManagementAndGeneral |
| Fundraising | -384795 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6215185 | Total |
| Program Services | 4200815 | ProgramServices |
| Management And General | 942731 | ManagementAndGeneral |
| Fundraising | 1071639 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 400 | BOY |
| EOY | 400 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3242230 | BOY |
| EOY | 2816190 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6025 | BOY |
| EOY | 117354 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58178 | BOY |
| EOY | 114397 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 331662 | BOY |
| EOY | 80581 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 435428 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 301659 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60085 | BOY |
| EOY | 133769 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 299858 | BOY |
| EOY | 290897 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3998438 | BOY |
| EOY | 3553588 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 197496 | BOY |
| EOY | 220584 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 930644 | BOY |
| EOY | 409811 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1128140 | BOY |
| EOY | 630395 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2870298 | BOY |
| EOY | 2923193 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2870298 | BOY |
| EOY | 2923193 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3998438 | BOY |
| EOY | 3553588 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 52895 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3961389 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3559962 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3617221 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3871324 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4979191 | CurrentTaxYear |
| Total | 19989087 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3961389 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3559962 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3617221 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3871324 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4979191 | CurrentTaxYear |
| Total | 19989087 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3791063 | AmountsSubstContributorsTotal |
| Public Support Total170 | 16198024 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 98492 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 92005 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 86688 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 89681 | CurrentTaxYearMinus1Year |
| Current Tax Year | 80892 | CurrentTaxYear |
| Total | 447758 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 112 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 358 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8032 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1496 | CurrentTaxYear |
| Total | 10025 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 20446870 | TotalSupport |
| Gross Receipts From Admissions Etc | 6939960 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.79220 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.77850 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2008 AMOUNT: $ 112. 2009 AMOUNT: $ 358. 2010 AMOUNT: $ 27. 2011 AMOUNT: $ 8,032. 2012 AMOUNT: $ 1,496. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 114 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 114 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 6164547 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 6164661 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 458233 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 114558 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 458233 | CurrentYear |
| Total | 458233 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $687,350 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 114 | CurrentYear |
| Total | 114 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 114558 | CurrentYear |
| Total | 114558 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $171,837 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 435428 | OtherCostOrOtherBasis |
| Depreciation | 301659 | Depreciation |
| Book Value | 133769 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 133769 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE FROM FOUNDATION | Description |
| Book Value | 290897 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 290897 | TotalBookValueOtherAssets |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 6268080 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 6268080 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6268080 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6215185 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6215185 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 6215185 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | PHI BETA KAPPA BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. INCOME TAX RETURNS RELATED TO THE FISCAL YEARS ENDED JULY 31, 2010 THROUGH 2013 REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANILLER COMPANY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3724 JEFFERSON STREET SUITE 302 | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78731 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING FOR SOCIETY | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 2941194 | GrossReceipts |
| Amount Retained By Contractor | 141200 | AmountRetainedByContractor |
| Net To Organization | 2435737 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 2941194 | TotalGrossReceipts |
| Total Retained By Contractors | 141200 | TotalRetainedByContractors |
| Total Net To Organization | 2435737 | TotalNetToOrganization |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF FUNDRAISING PAYMENTS | Identifier |
| Return Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | ReturnReference |
| Explanation | PBK DOES NOT SOLICIT FROM THE PUBLIC; ITS FUNDRAISING EFFORTS ARE DIRECTED SOLELY AT PBK MEMBERS. OF THE $505,457 PAID TO DANILLER DURING 2013, $141,200 WAS FOR MANAGEMENT FEES. THE REMAINDER WAS FOR DEVELOPMENT AND PRINTING OF DIRECT MAIL SOLICITATIONS AND PROMOTIONAL GIFTS, INCLUDING EXPENSE REIMBURSEMENTS. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PHI BETA KAPPA FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1606 NEW HAMPSHIRE AVE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 526063291 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 299859 | AmountOfCashGrant |
| Method Of Valuation | BOOK | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
| Purpose Of Grant | DEBT OWED BY FOUNDATION CONVERTED TO OPERATIONAL GRANT. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| HONORARIA - BOOK AWARDS | 8 | 4000 |
| HONORARIA - VISITING SCHOLAR | 17 | 174000 |
| BOOK AWARDS | 6 | 30000 |
| CHAPTER AWARDS | 3 | 1500 |
| ASSOCIATION AWARDS | 3 | 3000 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: RECIPIENTS ARE REQUIRED TO SUBMIT ANNUAL REPORTS, AND A FINAL REPORT AT THE END OF THE PROJECT. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN H CHURCHILL | ||||||||||||||
| SECRETARY (EXEC DIR) | 238009 | 14425 | 0 | 0 | 373 | 23 | 23571 | 1429 | 23741 | 1439 | 285694 | 17316 | 0 | 0 |
| DONALD S LURDING | ||||||||||||||
| ASSOCIATE SECRETARY | 183533 | 30589 | 0 | 0 | 20297 | 3383 | 33120 | 5520 | 12446 | 2074 | 249396 | 41566 | 0 | 0 |
| ROBERT WILSON | ||||||||||||||
| EDITOR, AMERICAN SCHOLAR | 123697 | 0 | 0 | 0 | 396 | 0 | 12399 | 0 | 22380 | 0 | 158872 | 0 | 0 | 0 |
| MARGARET N FARR | ||||||||||||||
| CONTROLLER | 101316 | 0 | 0 | 0 | 258 | 0 | 32659 | 0 | 22282 | 0 | 156515 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NEW PROGRAM SERVICES | FORM 990, PART III, LINE 2 | THE PHI BETA KAPPA SOCIETY HAS CHAMPIONED EXCELLENCE IN THE ARTS AND SCIENCES SINCE 1776. TO STRENGTHEN SUPPORT FOR THE VALUE OF THE ARTS AND SCIENCES AS HIGHER EDUCATION FACES A CROSSROADS TODAY, PBK HAS LAUNCHED A MULTI-YEAR NATIONAL ARTS & SCIENCES INITIATIVE. THE INITIATIVE WILL DEMONSTRATE THAT A BROAD-BASED ARTS AND SCIENCES EDUCATION: - EXPANDS OPPORTUNITY; - DRIVES INGENUITY AND INNOVATION; AND - MAKES A STRONG INVESTMENT IN AMERICA THROUGH THE INITIATIVE, THE SOCIETY WILL TAP INTO ITS CROSS-COUNTRY NETWORK OF MEMBERS, CHAPTERS, AND ASSOCIATIONS TO CONNECT WITH LEADERS, SHARE THE VALUE OF THE ARTS AND SCIENCES THROUGH ALL OF LIFE, AND ADVOCATE FOR POLICIES THAT STRENGTHEN AN ARTS AND SCIENCES EDUCATION. |
| 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 WITHIN ITS CHAPTERS AND CHARTERED ASSOCIATIONS. EACH CHAPTER IS ENTITLED TO 3 DELEGATES. EACH ASSOCIATION WITH 25 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 (12 AT EACH REGULAR MEETING). ONE SENATOR IS ELECTED FROM EACH DISTRICT, AND THE REMAINDER FROM THE MEMBERSHIP AT LARGE. SENATORS ARE EACH PERMITTED ONE VOTE IN THE COUNCIL, AS ARE PAST PRESIDENTS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | PBK'S CONTROLLER AND SECRETARY REVIEW THE FORM 990 AND CONFIRM ITS ACCURACY, 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 | ALL DOCUMENTS OTHER THAN FORM 990 ARE AVAILABLE UPON REQUEST. IN ADDITION, PBK'S CONSTITUTION AND BYLAWS ARE AVAILABLE ON ITS WEB SITE. | |
| FORM 990, PART XII, LINE 2C: | THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHI BETA KAPPA FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1606 NEW HAMPSHIRE AVENUE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20009 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526063291 | EIN |
| Primary Activities | ORGANIZED FOR THE CREATION OF FUNDS OR ENDOWMENTS. | PrimaryActivities |
| Legal Domicile State | NY | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 509(A)(3) TYPE I | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PHI BETA KAPPA SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| PHI BETA KAPPA FOUNDATION | ||
| B | 299859 | COST |
| PHI BETA KAPPA FOUNDATION | ||
| C | 975000 | COST |
| PHI BETA KAPPA FOUNDATION | ||
| L | 304715 | COST |
| PHI BETA KAPPA FOUNDATION | ||
| N | 56542 | COST |
| PHI BETA KAPPA FOUNDATION | ||
| Q | 55375 | COST |
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