PHI BETA KAPPA FOUNDATION

Cite this

Plain text PHI BETA KAPPA FOUNDATION. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/phi-beta-kappa-foundation-526063291. Retrieved 2026-10-29.

APA furp.org. (n.d.). PHI BETA KAPPA FOUNDATION [Nonprofit organization profile; tax years 2009–2024]. Retrieved October 29, 2026, from https://furp.org/org/phi-beta-kappa-foundation-526063291

MLA “PHI BETA KAPPA FOUNDATION.” furp.org, tax years 2009–2024, https://furp.org/org/phi-beta-kappa-foundation-526063291. Accessed 29 Oct. 2026.

Retrieved 2026-10-29; covers tax years 2009–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $3.5M · expenses $2.6M · assets $51.3M

EIN
52-6063291
Address
1606 NEW HAMPSHIRE AVE NW, WASHINGTON, DC 20009-2512
Website
HTTPS://WWW.PBK.ORG
NTEE code
-
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
August 1928 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (supporting organization) Pub 78 ↗
Foundation status
Supporting organization, 509(a)(3)
Cross-check
ProPublica Nonprofit Explorer

Mission

ORGANIZED FOR THE CREATION OF FUNDS OR ENDOWMENTS FOR THE PROMOTION OF SOUND LEARNING THROUGH THE ESTABLISHMENT OF FELLOWSHIPS, AWARDS & SIMILAR ITEMS.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

10 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Fredrick Lawrence SECRETARY/CEO2022-2024 $625,816$1,750,052 2
Amy Mulnix COO (THRU 4/1/25)2017-2024 $219,253$427,766 2
Frederick Lawrence (former) SECRETARY/CEO2016-2021 $543,736$2,440,368 7
John H Churchill (former) SECRETARY (EXEC DIR) (til 5/16)2009-2016 $182,678$2,284,041 4
Evagren Caldera (former) COO (THRU 9/22)2017-2022 $234,889$1,506,178 2
Margaret Farr (former) CONTROLLER2014-2019 $145,820$1,089,431 2
ronaleen r roha (former) ASSOCIATE SECRETARY2013-2016 $264,878$1,002,852 2
James Roberts (former) it director2013-2016 $202,404$788,967 2
Donald S Lurding (former) ASSOCIATE SECRETARY2011-2012 $290,962$547,212 2
Scott Lurding (former) ASSOCIATE SECRETARY2009-2010 $242,161$461,643 2

Officers and directors, no compensation reported

64 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Esther Jones VICE CHAIR2017-2024 1 $0 reported 2
Jeanette Garretty TREASURER2023-2024 1 $0 reported 2
Susan W Carlisle TRUSTEE2016-2024 1 $0 reported 2
Vera L Junkers TRUSTEE2017-2024 1 $0 reported 2
Bernadine Barnes TRUSTEE2018-2024 1 $0 reported 2
Dolores Duran-Cerda TRUSTEE2022-2024 1 $0 reported 2
Ronald Crutcher CHAIR2023-2024 1 $0 reported 2
Pamela Trotman Reid TRUSTEE2021-2024 1 $0 reported 2
S Raj Chaudhury TRUSTEE2024 1 $0 reported 2
Sean Decatur TRUSTEE2024 1 $0 reported 3
John Harkless TRUSTEE2024 1 $0 reported 2
Elizabeth Marshall Anderson TRUSTEE2024 1 $0 reported 2
Amy Ferrer TRUSTEE2024 1 $0 reported 4
Tara Fischer TRUSTEE2024 1 $0 reported 2
Gabrielle Foreman TRUSTEE2024 1 $0 reported 1
Peter Quimby (former) VICE CHAIR2015-2023 1 $0 reported 2
Jonathan Lewis (former) TREASURER (THRU 9/2023)2016-2023 1 $0 reported 2
Raj Chaudhury (former) TRUSTEE2018-2023 1 $0 reported 1
Jennifer Lewton-Yates (former) TRUSTEE2020-2023 1 $0 reported 2
Suzie Park (former) TRUSTEE2019-2023 1 $0 reported 2
John Pope (former) TRUSTEE2015-2023 1 $0 reported 2
Judith Shapiro (former) TRUSTEE2019-2023 1 $0 reported 2
Ron Crutcher (former) TRUSTEE2022 1 $0 reported 2
Eric W Nye (former) TRUSTEE2017-2021 1 $0 reported 2
Carol O'Donnell (former) TRUSTEE2019-2021 1 $0 reported 2
Lynn Pasquerella (former) VICE CHAIR2009-2020 1 $0 reported 12
Christine Cano (former) TRUSTEE2016-2020 1 $0 reported 2
Linda Greenhouse (former) TRUSTEE2009-2020 1 $0 reported 2
Jean Howard (former) TRUSTEE2009-2020 1 $0 reported 2
Jeffrey Kovac (former) TRUSTEE2017-2020 1 $0 reported 2
Cal Van Niewal (former) TRUSTEE2020 1 $0 reported 1
Kathleen Mcgarry (former) TRUSTEE (THROUGH DEC 2019)2018-2019 1 $0 reported 2
Steven Miller (former) TRUSTEE (THROUGH DEC 2019)2018-2019 1 $0 reported 2
Kathleen Woodward (former) TRUSTEE2012-2017 1 $0 reported 3
Catherine White Berheide (former) VICE CHAIR2009-2017 1 $0 reported 2
Todd Breyfogle (former) TRUSTEE2012-2017 1 $0 reported 2
Katherine R Soule (former) TRUSTEE2009-2017 1 $0 reported 2
Robert C Koons (former) TRUSTEE2009-2016 1 $0 reported 2
Yolanda Broyles-Gonzalez (former) TRUSTEE2009-2016 1 $0 reported 2
Zev Handel (former) TRUSTEE2015-2016 1 $0 reported 2
Michael Lubin (former) TRUSTEE2015-2016 1 $0 reported 2
John Page (former) TREASURER (til 3/17)2010-2016 1 $0 reported 2
Susan K Hagen (former) TRUSTEE2009-2015 1 $0 reported 2
Paul Lukacs (former) CHAIR2009-2015 1 $0 reported 2
Yolanda Broyles-Gonzales (former) TRUSTEE2012-2014 1 $0 reported 1
Fred H Cate (former) TRUSTEE2009-2014 1 $0 reported 2
Theopolis Fair (former) TRUSTEE2009-2014 1 $0 reported 2
Michael Gauger (former) TRUSTEE2010-2014 1 $0 reported 2
George D Greenia (former) TRUSTEE2012-2014 1 $0 reported 2
Kate Lehman (former) TRUSTEE2009-2014 1 $0 reported 2
Andrew D Mcnitt (former) TRUSTEE2009-2014 1 $0 reported 2
Jeffrey T Sammons (former) TRUSTEE2009-2014 1 $0 reported 2
Valerie Hotchkiss (former) TRUSTEE2009-2011 1 $0 reported 2
Allison Blakeley (former) TRUSTEE2010-2011 1 $0 reported 2
Joseph W Gordon (former) TRUSTEE2009-2011 1 $0 reported 2
Anthony Grafton (former) TRUSTEE2009-2011 1 $0 reported 2
Georgia Greenia (former) TRUSTEE2009-2011 1 $0 reported 2
James Lightner (former) TRUSTEE2009-2011 1 $0 reported 2
Rachel Moran (former) TRUSTEE2009-2011 1 $0 reported 2
Gilda L Ochoa (former) TRUSTEE2009-2011 1 $0 reported 2
Don J Wyatt (former) TRUSTEE2009-2011 1 $0 reported 2
Yolanda Broyles-Gonzalezyolanda Bro (former) TRUSTEE2011 1 $0 reported 1
Allison Blakely (former) TRUSTEE2009 1 $0 reported 2
Michael Gouger (former) TRUSTEE2009 1 $0 reported 2

People by year

2024 · 17 people listed · 2 paid, $845K · 0 employees · 25 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FREDRICK LAWRENCE SECRETARY/CEO4 $64,709$501,499$59,608 $625,8162
AMY MULNIX COO (THRU 4/1/25)7 $37,540$150,160$31,553 $219,2532
RONALD CRUTCHER CHAIR1 $0$0$0 $02
ESTHER JONES VICE CHAIR1 $0$0$0 $02
JEANETTE GARRETTY TREASURER1 $0$0$0 $02
ELIZABETH MARSHALL ANDERSON TRUSTEE1 $0$0$0 $02
BERNADINE BARNES TRUSTEE1 $0$0$0 $02
SUSAN W CARLISLE TRUSTEE1 $0$0$0 $02
S RAJ CHAUDHURY TRUSTEE1 $0$0$0 $02
SEAN DECATUR TRUSTEE1 $0$0$0 $03
DOLORES DURAN-CERDA TRUSTEE1 $0$0$0 $02
AMY FERRER TRUSTEE1 $0$0$0 $04
TARA FISCHER TRUSTEE1 $0$0$0 $02
GABRIELLE FOREMAN TRUSTEE1 $0$0$0 $01
JOHN HARKLESS TRUSTEE1 $0$0$0 $02
VERA L JUNKERS TRUSTEE1 $0$0$0 $02
PAMELA TROTMAN REID TRUSTEE1 $0$0$0 $02
2023 · 17 people listed · 2 paid, $793K · 0 employees · 25 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FREDRICK LAWRENCE SECRETARY/CEO4 $60,258$466,996$56,911 $584,1652
AMY MULNIX COO7 $35,833$143,334$29,346 $208,5132
ESTHER JONES CHAIR1 $0$0$0 $02
PETER QUIMBY VICE CHAIR1 $0$0$0 $02
JONATHAN LEWIS TREASURER (THRU 9/2023)1 $0$0$0 $02
JEANETTE GARRETTY TREASURER1 $0$0$0 $02
SUSAN CARLISLE TRUSTEE1 $0$0$0 $02
VERA JUNKERS TRUSTEE1 $0$0$0 $02
BERNADINE BARNES TRUSTEE1 $0$0$0 $02
RAJ CHAUDHURY TRUSTEE1 $0$0$0 $01
JENNIFER LEWTON YATES TRUSTEE1 $0$0$0 $02
DOLORES DURAN-CERDA TRUSTEE1 $0$0$0 $02
RONALD CRUTCHER TRUSTEE1 $0$0$0 $02
SUZIE PARK TRUSTEE1 $0$0$0 $02
JOHN POPE TRUSTEE1 $0$0$0 $02
JUDITH SHAPIRO TRUSTEE1 $0$0$0 $02
PAMELA TROTMAN REID TRUSTEE1 $0$0$0 $02
2022 · 16 people listed · 2 paid, $775K · 0 employees · 25 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FREDRICK LAWRENCE SECRETARY/CEO4 $55,769$432,214$52,088 $540,0712
EVAGREN CALDERA COO (THRU 9/22)7 $39,920$159,678$35,291 $234,8892
PETER QUIMBY VICE CHAIR1 $0$0$0 $02
ESTHER JONES CHAIR1 $0$0$0 $02
JONATHAN LEWIS TREASURER1 $0$0$0 $02
SUSAN CARLISLE TRUSTEE1 $0$0$0 $02
VERA JUNKERS TRUSTEE1 $0$0$0 $02
BERNADINE BARNES TRUSTEE1 $0$0$0 $02
RAJ CHAUDHURY TRUSTEE1 $0$0$0 $01
JENNIFER LEWTON YATES TRUSTEE1 $0$0$0 $02
DOLORES DURAN-CERDA TRUSTEE1 $0$0$0 $02
RON CRUTCHER TRUSTEE1 $0$0$0 $02
SUZIE PARK TRUSTEE1 $0$0$0 $02
JOHN POPE TRUSTEE1 $0$0$0 $02
JUDITH SHAPIRO TRUSTEE1 $0$0$0 $02
PAMELA TROTMAN REID TRUSTEE1 $0$0$0 $02
2021 · 14 people listed · 2 paid, $795K · 0 employees · 25 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FREDERICK LAWRENCE SECRETARY/CEO4 $55,990$433,924$53,822 $543,7367
EVAGREN CALDERA ASSISTANT SECRETARY/COO7 $26,316$184,215$40,431 $250,9622
PETER QUIMBY VICE CHAIR1 $0$0$0 $02
ESTHER JONES CHAIR1 $0$0$0 $02
JONATHAN LEWIS TREASURER1 $0$0$0 $02
SUSAN CARLISLE TRUSTEE1 $0$0$0 $02
VERA JUNKERS TRUSTEE1 $0$0$0 $02
AMY MULNIX TRUSTEE1 $0$0$0 $02
ERIC NYE TRUSTEE1 $0$0$0 $02
CAROL O'DONNELL TRUSTEE1 $0$0$0 $02
SUZIE PARK TRUSTEE1 $0$0$0 $02
JOHN POPE TRUSTEE1 $0$0$0 $02
JUDITH SHAPIRO TRUSTEE1 $0$0$0 $02
PAMELA TROTMAN REID TRUSTEE1 $0$0$0 $02
2020 · 22 people listed · 2 paid, $760K · 0 employees · 25 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FREDERICK LAWRENCE SECRETARY/CEO4 $48,942$379,298$54,789 $483,0297
EVAGREN CALDERA ASSISTANT SECRETARY/CHIEF OPERATING OFFICER7 $44,049$176,195$57,093 $277,3372
PETER QUIMBY CHAIR1 $0$0$0 $02
LYNN PASQUERELLA VICE CHAIR1 $0$0$0 $012
JONATHAN LEWIS TREASURER1 $0$0$0 $02
SUSAN CARLISLE TRUSTEE1 $0$0$0 $02
LINDA GREENHOUSE TRUSTEE1 $0$0$0 $02
JEAN HOWARD TRUSTEE1 $0$0$0 $02
ESTHER JONES TRUSTEE1 $0$0$0 $02
VERA JUNKERS TRUSTEE1 $0$0$0 $02
JEFFREY KOVAC TRUSTEE1 $0$0$0 $02
AMY MULNIX TRUSTEE1 $0$0$0 $02
ERIC NYE TRUSTEE1 $0$0$0 $02
CAROL O'DONNELL TRUSTEE1 $0$0$0 $02
SUZIE PARK TRUSTEE1 $0$0$0 $02
JOHN POPE TRUSTEE1 $0$0$0 $02
JUDITH SHAPIRO TRUSTEE1 $0$0$0 $02
RAJ CHAUDHURY TRUSTEE1 $0$0$0 $01
BERNADINE BARNES TRUSTEE1 $0$0$0 $02
CHRISTINE CANO TRUSTEE1 $0$0$0 $02
JENNIFER YATES TRUSTEE1 $0$0$0 $02
CAL VAN NIEWAL TRUSTEE1 $0$0$0 $01
2019 · 21 people listed · 3 paid, $851K · 0 employees · 25 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FREDERICK LAWRENCE SECRETARY/CEO4 $44,201$342,561$52,066 $438,8287
EVAGREN CALDERA ASSOCIATE SECRETARY/CHIEF OPERATING OFFICER6 $36,584$176,826$53,157 $266,5672
MARGARET FARR CONTROLLER11 $34,841$76,018$34,961 $145,8202
PETER QUIMBY CHAIR1 $0$0$0 $02
LYNN PASQUERELLA VICE CHAIR1 $0$0$0 $012
JONATHAN LEWIS TREASURER1 $0$0$0 $02
SUSAN CARLISLE TRUSTEE1 $0$0$0 $02
LINDA GREENHOUSE TRUSTEE1 $0$0$0 $02
JEAN HOWARD TRUSTEE1 $0$0$0 $02
ESTHER JONES TRUSTEE1 $0$0$0 $02
VERA JUNKERS TRUSTEE1 $0$0$0 $02
JEFFREY KOVAC TRUSTEE1 $0$0$0 $02
AMY MULNIX TRUSTEE1 $0$0$0 $02
ERIC NYE TRUSTEE1 $0$0$0 $02
CAROL O'DONNELL TRUSTEE1 $0$0$0 $02
SUZIE PARK TRUSTEE1 $0$0$0 $02
JOHN POPE TRUSTEE1 $0$0$0 $02
JUDITH SHAPIRO TRUSTEE1 $0$0$0 $02
RAJ CHAUDHURY TRUSTEE (THROUGH DEC 2019)1 $0$0$0 $01
KATHLEEN MCGARRY TRUSTEE (THROUGH DEC 2019)1 $0$0$0 $02
STEVEN MILLER TRUSTEE (THROUGH DEC 2019)1 $0$0$0 $02
2018 · 18 people listed · 3 paid, $811K · 0 employees · 25 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FREDERICK LAWRENCE SECRETARY/CEO6 $60,743$293,594$51,149 $405,4867
EVAGREN CALDERA ASSOCIATE SECRETARY/CHIEF OPERATING OFFICER7 $40,429$161,715$46,452 $248,5962
MARGARET FARR CONTROLLER10 $34,610$86,524$35,720 $156,8542
PETER QUIMBY CHAIR1 $0$0$0 $02
LYNN PASQUERELLA VICE CHAIR1 $0$0$0 $012
JONATHAN LEWIS TREASURER1 $0$0$0 $02
BERNADINE BARNES TRUSTEE1 $0$0$0 $02
CHRISTINE CANO TRUSTEE1 $0$0$0 $02
SUSAN CARLISLE TRUSTEE1 $0$0$0 $02
RAJ CHAUDHURY TRUSTEE1 $0$0$0 $01
LINDA GREENHOUSE TRUSTEE1 $0$0$0 $02
ESTHER JONES TRUSTEE1 $0$0$0 $02
VERA JUNKERS TRUSTEE1 $0$0$0 $02
JEFFREY KOVAC TRUSTEE1 $0$0$0 $02
KATHLEEN MCGARRY TRUSTEE1 $0$0$0 $02
STEVEN MILLER TRUSTEE1 $0$0$0 $02
AMY MULNIX TRUSTEE1 $0$0$0 $02
ERIC NYE TRUSTEE1 $0$0$0 $02
2017 · 18 people listed · 3 paid, $837K · 0 employees · 25 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FREDERICK M LAWRENCE SECRETARY/CEO8 $75,476$254,730$75,701 $405,9077
EVAGREN CALDERA ASSOCIATE SECRETARY9 $42,871$123,851$61,105 $227,8272
MARGARET FARR CONTROLLER10 $40,434$101,083$62,153 $203,6702
LYNN PASQUERELLA CHAIR1 $0$0$0 $012
CATHERINE WHITE BERHEIDE VICE CHAIR1 $0$0$0 $02
JONATHAN LEWIS TREASURER1 $0$0$0 $02
TODD BREYFOGLE TRUSTEE1 $0$0$0 $02
CHRISTINE CANO TRUSTEE1 $0$0$0 $02
SUSAN CARLISLE TRUSTEE1 $0$0$0 $02
LINDA GREENHOUSE TRUSTEE1 $0$0$0 $02
PETER QUIMBY TRUSTEE1 $0$0$0 $02
KATHERINE SOULE TRUSTEE1 $0$0$0 $02
KATHLEEN WOODWARD TRUSTEE1 $0$0$0 $03
ESTHER JONES TRUSTEE1 $0$0$0 $02
VERA JUNKERS TRUSTEE1 $0$0$0 $02
JEFFREY KOVAC TRUSTEE1 $0$0$0 $02
AMY MULNIX TRUSTEE1 $0$0$0 $02
ERIC NYE TRUSTEE1 $0$0$0 $02
2016 · 21 people listed · 5 paid, $1.0M · 0 employees · 19 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ronaleen r roha ASSOCIATE SECRETARY7 $41,874$176,312$46,692 $264,8782
james a roberts it director4 $17,841$138,268$46,295 $202,4042
MARGARET N FARR CONTROLLER11 $43,193$94,240$59,698 $197,1312
JOHN H CHURCHILL SECRETARY (EXEC DIR) (til 5/16)2 $9,236$152,397$21,045 $182,6784
Frederick M Lawrence Secretary/CEO7 $27,083$108,333$27,966 $163,3827
Lynn Pasquerella CHAIR1 $0$0$0 $012
CATHERINE WHITE BERHEIDE VICE CHAIR1 $0$0$0 $02
JOHN PAGE TREASURER (til 3/17)1 $0$0$0 $02
JONATHAN LEWIS TREASURER (FROM 3/17)1 $0$0$0 $02
Todd Breyfogle TRUSTEE1 $0$0$0 $02
Yolanda Broyles-Gonzalez TRUSTEE1 $0$0$0 $02
Christine Cano TRUSTEE1 $0$0$0 $02
Susan Carlisle TRUSTEE1 $0$0$0 $02
Linda Greenhouse TRUSTEE1 $0$0$0 $02
Zev Handel TRUSTEE1 $0$0$0 $02
Jean E Howard TRUSTEE1 $0$0$0 $02
Robert C Koons TRUSTEE1 $0$0$0 $02
Michael Lubin TRUSTEE1 $0$0$0 $02
Peter Quimby TRUSTEE1 $0$0$0 $02
Katherine Soule TRUSTEE1 $0$0$0 $02
Kathleen Woodward TRUSTEE1 $0$0$0 $03
2015 · 20 people listed · 4 paid, $982K · 0 employees · 19 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN H CHURCHILL SECRETARY (EXEC DIR)2 $16,359$269,923$48,616 $334,8984
RONALEEN R ROHA ASSOCIATE SECRETARY3 $18,035$192,373$45,962 $256,3702
JAMES A ROBERTS IT DIRECTOR11 $47,630$103,921$48,229 $199,7802
MARGARET N FARR CONTROLLER7 $26,448$105,792$58,536 $190,7762
PAUL LUKACS CHAIR1 $0$0$0 $02
CATHERINE WHITE BERHEIDE CHAIR AND VICE CHAIR1 $0$0$0 $02
LYNN PASQUERELLA CHAIR AND TRUSTEE1 $0$0$0 $012
KATHERINE R SOULE VICE CHAIR1 $0$0$0 $02
JOHN PAGE TREASURER1 $0$0$0 $02
LINDA GREENHOUSE TRUSTEE1 $0$0$0 $02
SUSAN K HAGEN TRUSTEE1 $0$0$0 $02
KATHLEEN WOODWARD TRUSTEE1 $0$0$0 $03
ZEV HANDEL TRUSTEE1 $0$0$0 $02
JEAN E HOWARD TRUSTEE1 $0$0$0 $02
PETER QUIMBY TRUSTEE1 $0$0$0 $02
TODD BREYFOGLE TRUSTEE1 $0$0$0 $02
MICHAEL LUBIN TRUSTEE1 $0$0$0 $02
JOHN POPE TRUSTEE1 $0$0$0 $02
YOLANDA BROYLES-GONZALEZ TRUSTEE1 $0$0$0 $02
ROBERT C KOONS TRUSTEE1 $0$0$0 $02
2014 · 20 people listed · 4 paid, $963K · 0 employees · 21 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN H CHURCHILL SECRETARY (EXEC DIR)2 $15,857$261,642$49,097 $326,5964
RONALEEN R ROHA ASSOCIATE SECRETARY2 $11,495$189,666$44,013 $245,1742
JAMES A ROBERTS IT DIRECTOR11 $43,682$101,926$50,534 $196,1422
MARGARET N FARR CONTROLLER7 $26,827$107,306$61,047 $195,1802
CATHERINE WHITE BERHEIDE CHAIR1 $0$0$0 $02
KATHERINE R SOULE VICE CHAIR1 $0$0$0 $02
JOHN PAGE TREASURER1 $0$0$0 $02
TODD BREYFOGLE TRUSTEE1 $0$0$0 $02
YOLANDA BROYLES-GONZALES TRUSTEE1 $0$0$0 $01
FRED H CATE TRUSTEE1 $0$0$0 $02
THEOPOLIS FAIR TRUSTEE1 $0$0$0 $02
MICHAEL GAUGER TRUSTEE1 $0$0$0 $02
GEORGE D GREENIA TRUSTEE1 $0$0$0 $02
ROBERT C KOONS TRUSTEE1 $0$0$0 $02
KATE LEHMAN TRUSTEE1 $0$0$0 $02
PAUL LUKACS TRUSTEE1 $0$0$0 $02
ANDREW D MCNITT TRUSTEE1 $0$0$0 $02
LYNN PASQUERELLA TRUSTEE1 $0$0$0 $012
JEFFREY T SAMMONS TRUSTEE1 $0$0$0 $02
KATHLEEN WOODWARD TRUSTEE1 $0$0$0 $03
2013 · 19 people listed · 3 paid, $742K · 0 employees · 21 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN H CHURCHILL SECRETARY (EXEC DIR)3 $22,753$242,700$49,090 $314,5434
RONALEEN R ROHA ASSOCIATE SECRETARY3 $16,558$176,620$43,252 $236,4302
JAMES A ROBERTS IT DIRECTOR7 $28,485$113,940$48,216 $190,6412
CATHERINE WHITE BERHEIDE CHAIR1 $0$0$0 $02
KATHERINE R SOULE VICE CHAIR1 $0$0$0 $02
JOHN PAGE TREASURER1 $0$0$0 $02
TODD BREYFOGLE TRUSTEE1 $0$0$0 $02
YOLANDA BROYLES-GONZALES TRUSTEE1 $0$0$0 $01
FRED H CATE TRUSTEE1 $0$0$0 $02
THEOPOLIS FAIR TRUSTEE1 $0$0$0 $02
MICHAEL GAUGER TRUSTEE1 $0$0$0 $02
GEORGE D GREENIA TRUSTEE1 $0$0$0 $02
ROBERT C KOONS TRUSTEE1 $0$0$0 $02
KATE LEHMAN TRUSTEE1 $0$0$0 $02
PAUL LUKACS TRUSTEE1 $0$0$0 $02
ANDREW D MCNITT TRUSTEE1 $0$0$0 $02
LYNN PASQUERELLA TRUSTEE1 $0$0$0 $012
JEFFREY T SAMMONS TRUSTEE1 $0$0$0 $02
KATHLEEN WOODWARD TRUSTEE1 $0$0$0 $03
2012 · 18 people listed · 2 paid, $594K · 0 employees · 21 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN H CHURCHILL SECRETARY (EXEC DIR)2 $14,448$238,382$50,180 $303,0104
DONALD S LURDING ASSOCIATE SECRETARY5 $33,972$203,830$53,160 $290,9622
CATHERINE WHITE BERHEIDE CHAIR1 $0$0$0 $02
KATHERINE R SOULE VICE CHAIR1 $0$0$0 $02
JOHN PAGE TREASURER1 $0$0$0 $02
TODD BREYFOGLE TRUSTEE1 $0$0$0 $02
YOLANDA BROYLES-GONZALES TRUSTEE1 $0$0$0 $01
FRED H CATE TRUSTEE1 $0$0$0 $02
THEOPOLIS FAIR TRUSTEE1 $0$0$0 $02
MICHAEL GAUGER TRUSTEE1 $0$0$0 $02
GEORGE D GREENIA TRUSTEE1 $0$0$0 $02
ROBERT C KOONS TRUSTEE1 $0$0$0 $02
KATE LEHMAN TRUSTEE1 $0$0$0 $02
PAUL LUKACS TRUSTEE1 $0$0$0 $02
ANDREW D MCNITT TRUSTEE1 $0$0$0 $02
LYNN PASQUERELLA TRUSTEE1 $0$0$0 $012
JEFFREY T SAMMONS TRUSTEE1 $0$0$0 $02
KATHLEEN WOODWARD TRUSTEE1 $0$0$0 $03
2011 · 27 people listed · 2 paid, $546K · 0 employees · 29 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN H CHURCHILL SECRETARY (EXEC DIR)2 $14,039$231,625$44,505 $290,1694
DONALD S LURDING ASSOCIATE SECRETARY5 $29,624$177,740$48,886 $256,2502
KATHERINE R SOULE CHAIR1 $0$0$0 $02
FRED H CATE VICE CHAIR1 $0$0$0 $02
JOHN PAGE TREASURER1 $0$0$0 $02
CATHERINE WHITE BERHEIDE TRUSTEE1 $0$0$0 $02
ALLISON BLAKELEY TRUSTEE1 $0$0$0 $02
YOLANDA BROYLES-GONZALEZYOLANDA BRO TRUSTEE1 $0$0$0 $01
THEOPOLIS FAIR TRUSTEE1 $0$0$0 $02
MICHAEL GAUGER TRUSTEE1 $0$0$0 $02
JOSEPH W GORDON TRUSTEE1 $0$0$0 $02
ANTHONY GRAFTON TRUSTEE1 $0$0$0 $02
LINDA GREENHOUSE TRUSTEE1 $0$0$0 $02
GEORGIA GREENIA TRUSTEE1 $0$0$0 $02
SUSAN K HAGEN TRUSTEE1 $0$0$0 $02
VALERIE HOTCHKISS TRUSTEE1 $0$0$0 $02
JEAN E HOWARD TRUSTEE1 $0$0$0 $02
ROBERT C KOONS TRUSTEE1 $0$0$0 $02
KATE LEHMAN TRUSTEE1 $0$0$0 $02
JAMES LIGHTNER TRUSTEE1 $0$0$0 $02
PAUL LUKACS TRUSTEE1 $0$0$0 $02
ANDREW D MCNITT TRUSTEE1 $0$0$0 $02
RACHEL MORAN TRUSTEE1 $0$0$0 $02
GILDA L OCHOA TRUSTEE1 $0$0$0 $02
LYNN PASQUERELLA TRUSTEE1 $0$0$0 $012
JEFFREY T SAMMONS TRUSTEE1 $0$0$0 $02
DON J WYATT TRUSTEE1 $0$0$0 $02
2010 · 27 people listed · 2 paid, $513K · 0 employees · 15 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN HARRISON CHURCHILL SECRETARY (EXECUTIVE DIRECTOR)2 $13,001$214,508$43,074 $270,5834
SCOTT LURDING ASSOCIATE SECRETARY5 $27,926$167,554$46,681 $242,1612
KATHERINE SOULE CHAIR1 $0$0$0 $02
FRED H CATE VICE CHAIR1 $0$0$0 $02
JEFFREY T SAMMONS TRUSTEE1 $0$0$0 $02
CATHERINE WHITE BERHEIDE TRUSTEE1 $0$0$0 $02
ALLISON BLAKELEY TRUSTEE1 $0$0$0 $02
THEOPOLIS FAIR TRUSTEE1 $0$0$0 $02
JOSEPH W GORDON TRUSTEE1 $0$0$0 $02
ANTHONY GRAFTON TRUSTEE1 $0$0$0 $02
SUSAN K HAGEN TRUSTEE1 $0$0$0 $02
JAMES LIGHTNER TRUSTEE1 $0$0$0 $02
PAUL LUKACS TRUSTEE1 $0$0$0 $02
LYNN PASQUERELLA TRUSTEE1 $0$0$0 $012
DON J WYATT TRUSTEE1 $0$0$0 $02
YOLANDA BROYLES-GONZALEZ TRUSTEE1 $0$0$0 $02
MICHAEL GAUGER TRUSTEE1 $0$0$0 $02
LINDA GREENHOUSE TRUSTEE1 $0$0$0 $02
GEORGIA GREENIA TRUSTEE1 $0$0$0 $02
VALERIE HOTCHKISS TRUSTEE1 $0$0$0 $02
JEAN E HOWARD TRUSTEE1 $0$0$0 $02
ROBERT C KOONS TRUSTEE1 $0$0$0 $02
KATE LEHMAN TRUSTEE1 $0$0$0 $02
ANDREW D MCNITT TRUSTEE1 $0$0$0 $02
RACHEL MORAN TRUSTEE1 $0$0$0 $02
GILDA L OCHOA TRUSTEE1 $0$0$0 $02
JOHN PAGE TREASURER1 $0$0$0 $02
2009 · 26 people listed · 2 paid, $481K · 0 employees · 15 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN CHURCHILL SECRETARY2 $11,097$210,830$39,637 $261,5644
SCOTT LURDING ASSOCIATE SECRETARY5 $28,623$162,197$28,662 $219,4822
KATHERINE SOULE CHAIR1 $0$0$0 $02
FRED HARRISON CATE VICE CHAIR1 $0$0$0 $02
CATHERINE W BERHEIDE TRUSTEE1 $0$0$0 $02
ALLISON BLAKELY TRUSTEE1 $0$0$0 $02
YOLANDA BROYLES-GONZALEZ TRUSTEE1 $0$0$0 $02
THEOPOLIS FAIR CHAIR1 $0$0$0 $02
MICHAEL GOUGER TRUSTEE1 $0$0$0 $02
JOSEPH W GORDON TRUSTEE1 $0$0$0 $02
ANTHONY GRAFTON TRUSTEE1 $0$0$0 $02
LINDA GREENHOUSE TRUSTEE1 $0$0$0 $02
GEORGIA D GREENIA TRUSTEE1 $0$0$0 $02
SUSAN K HAGEN TRUSTEE1 $0$0$0 $02
VALERIE HOTCHKISS TRUSTEE1 $0$0$0 $02
JEAN E HOWARD TRUSTEE1 $0$0$0 $02
ROBERT C KOONS TRUSTEE1 $0$0$0 $02
KATE LEHMAN TRUSTEE1 $0$0$0 $02
JAMES E LIGHTNER TRUSTEE1 $0$0$0 $02
PAUL LUKACS TRUSTEE1 $0$0$0 $02
ANDREW D MCNITT TRUSTEE1 $0$0$0 $02
RACHEL MORAN TRUSTEE1 $0$0$0 $02
GILDA L OCHOA TRUSTEE1 $0$0$0 $02
LYNN PASQUERELLA TRUSTEE1 $0$0$0 $012
JEFFREY T SAMMONS TRUSTEE1 $0$0$0 $02
DON J WYATT TRUSTEE1 $0$0$0 $02

Highest-paid independent contractors

2024 · 1 contractor · $381K
NameLocationServicePaid
COMMUNITY COUNSELLING SERVICES CO LLCNEW YORK, NYCONSULTING$381,298
2011 · 1 contractor · $102K
NameLocationServicePaid
MONARC CONSTRUCTIONFALLS CHURCH, VACONTRACTOR SERVICES$101,806
2010 · 1 contractor · $319K
NameLocationServicePaid
MONARC CONSTRUCTIONFALLS CHURCH, VACONTRACTOR SERVICES$318,777

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 1 grant to organizations · $1.2M

Listed grants add up to $1,200,000; the return's “grants paid” expense line says $1,655,480. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 1 grant to organizations · $1.6M

Listed grants add up to $1,574,010; the return's “grants paid” expense line says $1,948,460. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2019 · 1 grant to organizations · $701K

Listed grants add up to $700,666; the return's “grants paid” expense line says $755,979. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2018 · 1 grant to organizations · $925K

Listed grants add up to $925,000; the return's “grants paid” expense line says $1,277,617. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2017 · 1 grant to organizations · $913K

Listed grants add up to $913,000; the return's “grants paid” expense line says $1,304,550. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2016 · 1 grant to organizations · $914K

Listed grants add up to $914,000; the return's “grants paid” expense line says $1,207,200. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2015 · 1 grant to organizations · $1.1M

Listed grants add up to $1,050,000; the return's “grants paid” expense line says $1,171,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2014 · 1 grant to organizations · $1.1M

Listed grants add up to $1,050,000; the return's “grants paid” expense line says $1,169,600. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2013 · 1 grant to organizations · $975K

Listed grants add up to $975,000; the return's “grants paid” expense line says $1,050,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2012 · 1 grant to organizations · $975K

Listed grants add up to $975,000; the return's “grants paid” expense line says $1,019,969. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2011 · 1 grant to organizations · $750K

Listed grants add up to $750,000; the return's “grants paid” expense line says $792,123. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2010 · 1 grant to organizations · $750K

Listed grants add up to $750,000; the return's “grants paid” expense line says $794,654. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2009 · 1 grant to organizations · $750K

Listed grants add up to $750,000; the return's “grants paid” expense line says $798,650. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-07-31 · view filing · original 990 ↗
$3,453,687$2,641,874 $51,253,829$49,732,147 $28,875$0 $115,372025
2023 · Form 990 period ending 2024-07-31 · view filing · original 990 ↗
$4,367,925$2,503,877 $49,322,785$47,720,918 $50,000$0 $96,091025
2022 · Form 990 period ending 2023-07-31 · view filing · original 990 ↗
$3,151,297$634,898 $46,715,872$45,420,313 $1,786,625$0 $16,824025
2021 · Form 990 period ending 2022-07-31 · view filing · original 990 ↗
$1,384,235$645,476 $41,882,645$41,107,756 $0$0 $44,946025
2020 · Form 990 period ending 2021-07-31 · view filing · original 990 ↗
$4,273,141$620,898 $45,858,978$45,491,514 $0$0 $57,552025
2019 · Form 990 period ending 2020-07-31 · view filing · original 990 ↗
$593,261$1,348,347 $37,754,258$37,071,275 $0$0 $96,254025
2018 · Form 990 period ending 2019-07-31 · view filing · original 990 ↗
$676,889$1,933,299 $37,569,411$36,768,756 $0$0 $119,790025
2017 · Form 990 period ending 2018-07-31 · view filing · original 990 ↗
$1,305,895$2,144,225 $39,158,363$38,129,883 $281,500$0 $158,781025
2016 · Form 990 period ending 2017-07-31 · view filing · original 990 ↗
$1,755,821$2,064,891 $38,686,186$37,768,531 $681,177$0 $139,227019
2015 · Form 990 period ending 2016-07-31 · view filing · original 990 ↗
$1,005,981$1,979,937 $36,448,512$35,764,838 $537,907$0 $108,472019
2014 · Form 990 period ending 2015-07-31 · view filing · original 990 ↗
$1,560,385$1,898,017 $37,529,255$36,990,349 $582,369$0 $97,861021
2013 · Form 990 period ending 2014-07-31 · view filing · original 990 ↗
$1,836,882$1,676,719 $38,814,614$38,367,248 $336,326$0 $67,796021
2012 · Form 990 period ending 2013-07-31 · view filing · original 990 ↗
$1,155,964$1,563,724 $36,287,182$35,968,722 $385,194$0 $48,420021
2011 · Form 990 period ending 2012-07-31 · view filing · original 990 ↗
$2,510,699$1,337,757 $33,398,183$33,088,654 $2,055,816$2,300 $43,663029
2010 · Form 990 period ending 2011-07-31 · view filing · original 990 ↗
$3,308,011$1,216,550 $34,459,823$32,480,057 $2,614,707$0 $40,927015
2009 · Form 990 period ending 2010-07-31 · view filing · original 990 ↗
$1,334,602$1,200,365 $31,760,987$28,011,941 $923,431$2,400 $39,720015

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

2 grantors reported grants to this organization, $6,799,213 in all, tax years 2010 to 2023. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
PHI BETA KAPPA SOCIETY Public charity Exact 2010-2016 7$6,799,169 2016$680,677
show
NANCY E BARRY & LETITIA P REES FOUNDATION Private foundation Fuzzy filed as “PHI BETA KAPPA FOUNDATION” 2023 1$44 2023$44
show

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (64)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
PI BETA PHI FOUNDATIONMONot reported $4,834,803$5,219,975 EXECUTIVE DIRECTOR$142,307 Similar name, revenue within 2x
PI KAPPA PHI FOUNDATIONNCB83 $2,445,668$1,946,966 C.E.O.$293,276 Similar name, revenue within 2x
PHI THETA KAPPA FOUNDATIONMSB11 $3,322,097$3,000,169 PRESIDENT & CEO$451,699 Similar name, revenue within 2x
PHI KAPPA TAU FOUNDATIONOHNot reported $2,598,870$1,508,435 EXECUTIVE DIRECTOR$197,021 Similar name, revenue within 2x
GAMMA PHI BETA FOUNDATIONCONot reported $4,168,292$3,001,718 CHIEF EXECUTIVE OFFICER$276,201 Similar name, revenue within 2x
PHI MU FOUNDATIONGANot reported $2,955,225$2,077,637 EXECUTIVE DI$134,807 Similar name, revenue within 2x
KAPPA DELTA FOUNDATION INCTNB82 $5,399,263$4,695,442 BOARD CHAIR$0 Similar name, revenue within 2x
KAPPA ALPHA THETA FOUNDATIONINB83 $6,245,264$4,668,333 CHIEF EXEC OFFICER/SECRETARY$248,118 Similar name, revenue within 2x
KAPPA KAPPA GAMMA FOUNDATIONOHB99 $4,627,750$5,654,735 INTERIM EXECUTIVE SECRETARY$158,929 Similar name, revenue within 2x
PHI KAPPA PHI FOUNDATIONLANot reported $11,353,832$1,079,947 SECRETARY$269,805 Similar name, revenue within 5x
PI KAPPA PHI FOUNDATIONNCNot reported $1,023,390$872,170 CEO$192,079 Similar name, revenue within 5x
BETA THETA PI FOUNDATIONOHB82 $9,423,468$6,693,143 CHIEF EXECUTIVE OFFICER$338,289 Similar name, revenue within 5x
IRON PHI FOUNDATIONOHG80 $841,577$838,668 EXECUTIVE DIRECTOR$143,943 Similar name, revenue within 5x
BETA ZETA FOUNDATIONINB80 $847,885$759,523 DIRECTOR$0 Similar name, revenue within 5x
PPA FOUNDATIONTXX20 $956,770$727,598 President$30,000 Similar name, revenue within 5x
KAPPA FOUNDATIONNEB82 $570,499$367,029 TRUSTEE$0 Similar name, revenue within 10x
BETA FOUNDATIONTXB29 $21,698,029$20,575,416 CEO/SUPERINTENDENT$190,744 Similar name, revenue within 10x
PI KAPPA ALPHA FOUNDATIONTNB11 $27,195,875$4,324,935 CHIEF EXECUTIVE OFFICER$263,918 Similar name, revenue within 10x
ALPHA KAPPA PSI FOUNDATIONINB84 $601,227$1,085,814 CHAIRMAN$0 Similar name, revenue within 10x
BETA FOUNDATIONDET21 $472,935$487,470 TRUSTEE$0 Similar name, revenue within 10x
PHI KAPPA THETA IOWA XI FOUNDATIONIAP99 $105,457$53,497 TREASURER$0 Similar name, revenue differs more than 10x
BETA PHI FOUNDATION INCINZ99 $81,657$62,512 TREASURER$7,800 Similar name, revenue differs more than 10x
PHI KAPPA THETA NATIONAL FOUNDATIONALB11 $241,563$176,409 TRUSTEE$0 Similar name, revenue differs more than 10x
HOUSTON PI BETA PHI FOUNDATIONTXT22 $26,565$60,967 President$0 Similar name, revenue differs more than 10x
KAPPA BOULE FOUNDATIONGAB82 $82,614$49,137 Chairman$0 Similar name, revenue differs more than 10x

Who funds organizations like this

Grantors that funded the 64 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
DONOR ADVISED CHARITABLE GIVING DAF sponsor$6,082,30595 142014–2024 KAPPA KAPPA GAMMA FOUNDATION; BETA THETA PI FOUNDATION; PI BETA PHI FOUNDATION; PI KAPPA ALPHA FOUNDATION and 10 more
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$5,656,395102 162016–2024 BETA THETA PI FOUNDATION; PI KAPPA PHI FOUNDATION; KAPPA KAPPA GAMMA FOUNDATION; PI BETA PHI FOUNDATION and 12 more
GREATER HOUSTON COMMUNITY FOUNDATION DAF sponsor$3,644,61932 72011–2024 BETA FOUNDATION; KAPPA ALPHA THETA FOUNDATION; KAPPA KAPPA GAMMA FOUNDATION; BETA THETA PI FOUNDATION and 3 more
ELISABETH C DELUCA FOUNDATION INC Private foundation$2,550,0002 12023–2024 PHI THETA KAPPA FOUNDATION
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$1,240,24871 132019–2025 PI BETA PHI FOUNDATION; BETA THETA PI FOUNDATION; PI KAPPA ALPHA FOUNDATION; KAPPA DELTA FOUNDATION INC and 9 more
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$1,197,26717 82020–2024 KAPPA DELTA FOUNDATION INC; PI BETA PHI FOUNDATION; GAMMA PHI BETA FOUNDATION; BETA THETA PI FOUNDATION and 4 more
LILLY ENDOWMENT INC Private foundation$736,23029 42012–2025 PI KAPPA ALPHA FOUNDATION; PI BETA PHI FOUNDATION; KAPPA DELTA RHO FOUNDATION; KAPPA ALPHA THETA FOUNDATION
NATIONAL PHILANTHROPIC TR DAF sponsor$699,84035 92014–2024 PI BETA PHI FOUNDATION; KAPPA DELTA FOUNDATION INC; GAMMA PHI BETA FOUNDATION; KAPPA DELTA RHO FOUNDATION and 5 more
THE COCA-COLA FOUNDATION INC Private foundation$696,2505 12020–2024 PHI THETA KAPPA FOUNDATION
CHARTER FUND INC DAF sponsor$645,0002 12018–2024 BETA FOUNDATION
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$492,68550 132012–2024 PI KAPPA ALPHA FOUNDATION; PHI KAPPA TAU FOUNDATION; BETA THETA PI FOUNDATION; KAPPA ALPHA THETA FOUNDATION and 9 more
GREATER KANSAS CITY COMMUNITY FOUNDATION DAF sponsor$485,75017 52010–2024 PI BETA PHI FOUNDATION; PI KAPPA ALPHA FOUNDATION; KAPPA KAPPA GAMMA FOUNDATION; BETA THETA PI FOUNDATION and 1 more
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$484,00032 92013–2024 BETA THETA PI FOUNDATION; PI BETA PHI FOUNDATION; KAPPA KAPPA GAMMA FOUNDATION; PI KAPPA ALPHA FOUNDATION and 5 more
CALIFORNIA COMMUNITY FOUNDATION DAF sponsor$453,0007 32009–2019 BETA THETA PI FOUNDATION; KAPPA ALPHA THETA FOUNDATION; PI BETA PHI FOUNDATION
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$408,35933 122016–2024 KAPPA KAPPA GAMMA FOUNDATION; PI KAPPA ALPHA FOUNDATION; PI BETA PHI FOUNDATION; PHI MU FOUNDATION and 8 more

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $2,641,874 spent · pay $122,887 · grants $1,655,480 · events $229
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,200,000$1,200,000-- 45.4%
Grants to US individuals $455,480$455,480-- 17.2%
Fees: other services $333,240$971$5,636$326,633 12.6%
Fees: investment management $286,219-$286,219- 10.8%
Pay: officers, directors, trustees, key employees $115,372$65,608$38,459$11,305 4.4%
Occupancy $85,375$48,741$28,242$8,392 3.2%
Depreciation and depletion $58,858$33,602$19,470$5,786 2.2%
Fees: accounting $56,824-$56,824- 2.2%
Travel $39,295$29,966$9,153$176 1.5%
Other salaries and wages $3,809$2,185$1,249$375 0.1%
Office expenses $3,467$1,093$716$1,658 0.1%
Payroll taxes $3,288$1,797$1,181$310 0.1%
Other employee benefits $418$220$160$38 0.0%
Conferences, conventions and meetings $229$203$25$1 0.0%
Total$2,641,874100%

View the filing

2023 · Form 990 · $2,503,877 spent · pay $73,156 · grants $1,948,460 · events $13,500
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,574,010$1,574,010-- 62.9%
Grants to US individuals $374,450$374,450-- 15.0%
Fees: investment management $237,878-$237,878- 9.5%
Occupancy $77,454$50,878$21,614$4,962 3.1%
Other salaries and wages $65,911$42,495$18,898$4,518 2.6%
Depreciation and depletion $58,858$38,662$16,425$3,771 2.4%
Fees: accounting $54,075-$54,075- 2.2%
Fees: legal $18,286--$18,286 0.7%
Conferences, conventions and meetings $13,500$9,173$4,327- 0.5%
Travel $9,692$5,998$3,441$253 0.4%
Insurance $7,453-$7,453- 0.3%
Pension plan contributions $3,961$2,614$1,092$255 0.2%
Payroll taxes $3,284$2,169$904$211 0.1%
Office expenses $2,565$923$468$1,174 0.1%
Fees: other services $2,500-$2,500- 0.1%
Total$2,503,877100%

View the filing

2022 · Form 990 · $634,898 spent · pay $54,352 · grants $150,937 · events $1,700
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $201,482-$201,482- 31.7%
Grants to US individuals $150,937$150,937-- 23.8%
Occupancy $77,694-$77,694- 12.2%
Depreciation and depletion $54,960$35,787$15,491$3,682 8.7%
Fees: accounting $51,500-$51,500- 8.1%
Other salaries and wages $30,378$19,781$8,562$2,035 4.8%
Fees: other services $29,599$5,457$23,623$519 4.7%
Pay: officers, directors, trustees, key employees $16,824$10,955$4,742$1,127 2.6%
Insurance $7,008-$7,008- 1.1%
Pension plan contributions $3,979$2,582$1,130$267 0.6%
Payroll taxes $3,171$2,066$893$212 0.5%
Office expenses $3,169$949$1,066$1,154 0.5%
Travel $2,497$1,819$278$400 0.4%
Conferences, conventions and meetings $1,700$1,700-- 0.3%
Total$634,898100%

View the filing

2021 · Form 990 · $645,476 spent · pay $61,940 · grants $205,950 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $205,950$205,950-- 31.9%
Fees: investment management $188,741$28,311$160,430- 29.2%
Other (as described)REAL PROPERTY TAXES $69,425-$69,425- 10.8%
Depreciation and depletion $56,968$36,759$16,411$3,798 8.8%
Pay: officers, directors, trustees, key employees $44,946$29,002$12,948$2,996 7.0%
Other (as described)OVERHEAD ALLOCATION $20,246$8,464$4,653$7,129 3.1%
Other (as described)BUILDING OPERATING AND $13,508$1,184$12,324- 2.1%
Fees: accounting $11,204-$11,204- 1.7%
Office expenses $9,248$3,867$2,125$3,256 1.4%
Travel $7,941$6,523$909$509 1.2%
Other employee benefits $6,858$3,864$2,594$400 1.1%
Pension plan contributions $3,899$2,526$1,112$261 0.6%
Other salaries and wages $3,128$2,018$901$209 0.5%
Payroll taxes $3,109$2,041$857$211 0.5%
Fees: legal $305-$305- 0.0%
Total$645,476100%

View the filing

2020 · Form 990 · $620,898 spent · pay $61,780 · grants $141,097 · events $1,856
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $234,852$35,228$199,624- 37.8%
Grants to US individuals $141,097$141,097-- 22.7%
Other (as described)REAL PROPERTY TAXES $73,705$47,739$21,323$4,643 11.9%
Depreciation and depletion $58,406-$58,406- 9.4%
Pay: officers, directors, trustees, key employees $57,552$37,276$16,650$3,626 9.3%
Other (as described)OVERHEAD ALLOCATION $21,345$13,825$6,175$1,345 3.4%
Fees: accounting $10,416-$10,416- 1.7%
Other (as described)BUILDING OPERATING AND $8,666$5,613$2,507$546 1.4%
Fees: other services $6,250$1,849$4,401- 1.0%
Payroll taxes $3,273$2,124$943$206 0.5%
Travel $2,525$1,182$1,266$77 0.4%
Conferences, conventions and meetings $1,856$1,351$502$3 0.3%
Other employee benefits $955-$955- 0.2%
Total$620,898100%

View the filing

2019 · Form 990 · $1,348,347 spent · pay $105,183 · grants $755,979 · events $4,346
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $700,666$700,666-- 52.0%
Fees: investment management $141,730$20,404$121,326- 10.5%
Fees: accounting $100,959-$100,959- 7.5%
Pay: officers, directors, trustees, key employees $96,254$16,678$68,537$11,039 7.1%
Other (as described)REAL PROPERTY TAXES $90,464-$90,464- 6.7%
Depreciation and depletion $70,500-$70,500- 5.2%
Grants to US individuals $55,313$55,313-- 4.1%
Other (as described)OVERHEAD ALLOCATION $32,929-$939$32,247$1,621 2.4%
Other (as described)DISPOSAL $18,956-$18,956- 1.4%
Other (as described)EQUIPMENT RENTAL & MAIN $15,934-$15,934- 1.2%
Payroll taxes $5,942$987$4,289$666 0.4%
Travel $5,834$4,336$110$1,388 0.4%
All other expenses $4,538-$4,538- 0.3%
Conferences, conventions and meetings $4,346$1,870$737$1,739 0.3%
Other employee benefits $2,695$488$1,887$320 0.2%
Fees: other services $995-$995- 0.1%
Pension plan contributions $292$51$207$34 0.0%
Total$1,348,347100%

View the filing

2018 · Form 990 · $1,933,299 spent · pay $187,741 · grants $1,277,617 · events $27,337
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $925,000$925,000-- 47.8%
Grants to US individuals $352,617$352,617-- 18.2%
Fees: investment management $128,503$16,688$111,815- 6.6%
Pay: officers, directors, trustees, key employees $119,790$11,174$75,146$33,470 6.2%
Other (as described)OVERHEAD ALLOCATION $97,871$9,151$61,462$27,258 5.1%
Other (as described)REAL PROPERTY TAXES $77,190-$77,190- 4.0%
Depreciation and depletion $75,838-$75,838- 3.9%
Other salaries and wages $55,681$5,194$34,930$15,557 2.9%
Fees: accounting $27,554-$27,554- 1.4%
Conferences, conventions and meetings $27,337$22,820$2,320$2,197 1.4%
Other (as described)EQUIPMENT RENTAL & MAIN $15,819-$15,819- 0.8%
Travel $14,335$4,153$2,061$8,121 0.7%
Payroll taxes $12,270$1,145$7,674$3,451 0.6%
Fees: other services $2,178-$2,178- 0.1%
Other (as described)MISCELLANEOUS $1,226-$1,225$1 0.1%
Fees: legal $90-$90- 0.0%
Total$1,933,299100%

View the filing

2017 · Form 990 · $2,144,225 spent · pay $107,949 · grants $1,304,550 · events $36,248
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $913,000$913,000-- 42.6%
Grants to US individuals $391,550$391,550-- 18.3%
Other (as described)OVERHEAD ALLOCATION $182,301$14,769$87,317$80,215 8.5%
Depreciation and depletion $138,627-$138,627- 6.5%
Fees: investment management $137,777$19,326$118,451- 6.4%
Other salaries and wages $101,049$4,714$96,335- 4.7%
Other (as described)PERSONNEL REIMBURSEMENT $88,045$11,545-$76,500 4.1%
Other (as described)REAL PROPERTY TAXES $77,650-$77,650- 3.6%
Conferences, conventions and meetings $36,248$25,883$5,836$4,529 1.7%
Fees: accounting $23,017-$23,017- 1.1%
Other (as described)EQUIPMENT RENTAL & MAIN $18,793-$18,793- 0.9%
Travel $17,095$7,573$7,700$1,822 0.8%
Payroll taxes $6,900$320$6,580- 0.3%
Information technology $4,833-$4,833- 0.2%
Fees: legal $4,670-$4,670- 0.2%
All other expenses $2,160$117$2,043- 0.1%
Advertising and promotion $510$510-- 0.0%
Total$2,144,225100%

View the filing

2016 · Form 990 · $2,064,891 spent · pay $110,699 · grants $1,207,200 · events $21,447
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $914,000$914,000-- 44.3%
Grants to US individuals $293,200$293,200-- 14.2%
Other (as described)OVERHEAD ALLOCATION $189,807$15,320$103,946$70,541 9.2%
Depreciation and depletion $159,797-$159,797- 7.7%
Fees: investment management $133,090$17,973$115,117- 6.4%
Other salaries and wages $103,314$3,220$100,094- 5.0%
Other (as described)PERSONNEL REIMBURSEMENT $85,068$12,350-$72,718 4.1%
Other (as described)REAL PROPERTY TAXES $79,909-$79,909- 3.9%
Fees: accounting $22,524-$22,524- 1.1%
Conferences, conventions and meetings $21,447$20,800$594$53 1.0%
Travel $20,727$4,834$15,040$853 1.0%
Other (as described)EQUIPMENT RENTAL & MAIN $17,259-$17,259- 0.8%
Information technology $8,786-$8,786- 0.4%
Payroll taxes $7,385$230$7,155- 0.4%
Fees: legal $5,593-$5,593- 0.3%
All other expenses $1,776-$1,776- 0.1%
Advertising and promotion $1,209$1,209-- 0.1%
Total$2,064,891100%

View the filing

2015 · Form 990 · $1,979,937 spent · pay $32,489 · grants $1,171,000 · events $4,555
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,050,000$1,050,000-- 53.0%
Other (as described)OVERHEAD ALLOCATION $175,053$13,786$30,558$130,709 8.8%
Depreciation and depletion $161,339-$161,339- 8.1%
Fees: investment management $142,160$20,455$121,705- 7.2%
Other (as described)PERSONNEL REIMBURSEMENT $134,475$9,769-$124,706 6.8%
Grants to US individuals $121,000$121,000-- 6.1%
Other (as described)REAL PROPERTY TAXES $80,533-$80,533- 4.1%
Other salaries and wages $30,373$3,149$27,224- 1.5%
Fees: accounting $21,854-$21,854- 1.1%
Other (as described)EQUIPMENT RENTAL & MAIN $15,839-$15,839- 0.8%
Travel $14,376$9,214$5,162- 0.7%
Fees: legal $13,745-$13,745- 0.7%
Advertising and promotion $8,215$2,965-$5,250 0.4%
Conferences, conventions and meetings $4,555$3,573$973$9 0.2%
Information technology $3,500--$3,500 0.2%
Payroll taxes $2,116$219$1,897- 0.1%
All other expenses $751-$751- 0.0%
Office expenses $53$53-- 0.0%
Total$1,979,937100%

View the filing

2014 · Form 990 · $1,898,017 spent · pay $29,526 · grants $1,169,600 · events $4,479
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,050,000$1,050,000-- 55.3%
Depreciation and depletion $161,546-$161,546- 8.5%
Other (as described)OVERHEAD ALLOCATION $153,388$10,798$27,124$115,466 8.1%
Other (as described)PERSONNEL REIMBURSEMENT $127,996$9,419-$118,577 6.7%
Fees: investment management $125,425$13,596$111,829- 6.6%
Grants to US individuals $119,600$119,600-- 6.3%
Other (as described)REAL PROPERTY TAXES $80,366-$80,366- 4.2%
Other salaries and wages $27,652$1,565$26,087- 1.5%
Other (as described)EQUIPMENT RENTAL & MAIN $20,198-$20,198- 1.1%
Travel $12,562$8,685$3,877- 0.7%
Information technology $4,903--$4,903 0.3%
Conferences, conventions and meetings $4,479$4,393$5$81 0.2%
Advertising and promotion $4,034$4,034-- 0.2%
All other expenses $2,032-$744$1,288 0.1%
Payroll taxes $1,874$106$1,768- 0.1%
Fees: legal $1,260-$1,260- 0.1%
Fees: other services $499--$499 0.0%
Office expenses $203$31-$172 0.0%
Total$1,898,017100%

View the filing

2013 · Form 990 · $1,676,719 spent · pay $0 · grants $1,050,000 · events $194
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $975,000$975,000-- 58.1%
Depreciation and depletion $162,601-$162,601- 9.7%
Fees: investment management $130,319$14,626$115,693- 7.8%
Other (as described)OVERHEAD ALLOCATION $95,468$26,620-$68,848 5.7%
Other (as described)PERSONNEL REIMBURSEMENT $90,101$25,124-$64,977 5.4%
Other (as described)REAL PROPERTY TAXES $76,614-$76,614- 4.6%
Grants to US individuals $75,000$75,000-- 4.5%
Other (as described)EQUIPMENT RENTAL & MAIN $26,982-$26,982- 1.6%
All other expenses $14,744$40$13,366$1,338 0.9%
Travel $13,765$4,169$9,071$525 0.8%
Information technology $8,933--$8,933 0.5%
Advertising and promotion $6,228--$6,228 0.4%
Fees: other services $770-$770- 0.0%
Conferences, conventions and meetings $194$160-$34 0.0%
Total$1,676,719100%

View the filing

2012 · Form 990 · $1,563,724 spent · pay $0 · grants $1,019,969 · events $1,617
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $975,000$975,000-- 62.4%
Depreciation and depletion $156,288-$156,288- 10.0%
Fees: investment management $133,994$15,221$118,773- 8.6%
Other (as described)REAL PROPERTY TAXES $71,507-$71,507- 4.6%
Other (as described)OVERHEAD ALLOCATION $56,543$21,260-$35,283 3.6%
Other (as described)PERSONNEL REIMBURSEMENT $48,172$18,258-$29,914 3.1%
Other (as described)MISCELLANEOUS $46,033$96$43,447$2,490 2.9%
Grants to US individuals $44,969$44,969-- 2.9%
All other expenses $16,650-$16,650- 1.1%
Travel $6,320$2,376$3,944- 0.4%
Information technology $5,812--$5,812 0.4%
Conferences, conventions and meetings $1,617$1,027-$590 0.1%
Office expenses $819$819-- 0.1%
Total$1,563,724100%

View the filing

2011 · Form 990 · $1,337,757 spent · pay $0 · grants $792,123 · events $4,460
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $750,000$750,000-- 56.1%
Depreciation and depletion $150,517-$150,517- 11.3%
Fees: investment management $142,183$17,225$124,958- 10.6%
Other (as described)REAL PROPERTY TAXES $75,509-$75,509- 5.6%
Other (as described)OVERHEAD ALLOCATION $67,625$9,147$27,903$30,575 5.1%
Other (as described)PERSONNEL REIMBURSEMENT $60,569$8,193$24,992$27,384 4.5%
Grants to US individuals $42,123$42,123-- 3.1%
Other (as described)EQUIPMENT RENTAL & MAIN $26,811-$26,811- 2.0%
Travel $7,130$785$6,345- 0.5%
All other expenses $6,290$1,540$1,150$3,600 0.5%
Information technology $4,540--$4,540 0.3%
Conferences, conventions and meetings $4,460-$4,460- 0.3%
Total$1,337,757100%

View the filing

2010 · Form 990 · $1,216,550 spent · pay $0 · grants $794,654 · events $780
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $750,000$750,000-- 61.6%
Fees: investment management $90,262$15,219$75,043- 7.4%
Depreciation and depletion $90,123-$90,123- 7.4%
Other (as described)REAL PROPERTY TAXES $76,939-$76,939- 6.3%
Other (as described)OVERHEAD ALLOCATION $65,420$8,772$27,045$29,603 5.4%
Other (as described)PERSONNEL REIMBURSEMENT $58,012$7,779$23,982$26,251 4.8%
Grants to US individuals $44,654$44,654-- 3.7%
Other (as described)EQUIPMENT RENTAL & MAIN $20,103-$20,103- 1.7%
Other (as described)MISCELLANEOUS $11,673$2,595$5,568$3,510 1.0%
Information technology $4,540--$4,540 0.4%
Travel $3,754-$3,754- 0.3%
Conferences, conventions and meetings $780-$780- 0.1%
Office expenses $290$290-- 0.0%
Total$1,216,550100%

View the filing

2009 · Form 990 · $1,200,365 spent · pay $0 · grants $798,650 · events $5,096
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $750,000$750,000-- 62.5%
Fees: investment management $99,765$14,010$85,755- 8.3%
Other (as described)REAL PROPERTY TAXES $81,196-$81,196- 6.8%
Depreciation and depletion $67,744-$67,744- 5.6%
Other (as described)OVERHEAD ALLOCATION $59,765-$31,651$28,114 5.0%
Other (as described)PERSONNEL REIMBURSEMENT $51,227-$27,129$24,098 4.3%
Grants to US individuals $48,650$48,650-- 4.1%
Other (as described)EQUIPMENT RENTAL & MAIN $13,167-$13,167- 1.1%
Other (as described)MISCELLANEOUS $8,883$3,810$1,979$3,094 0.7%
Travel $7,563$1,057$6,506- 0.6%
Conferences, conventions and meetings $5,096-$5,008$88 0.4%
Information technology $4,540--$4,540 0.4%
Office expenses $2,769$1,019$1,750- 0.2%
Total$1,200,365100%

View the filing

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The same business name in the same state, from the state’s official registry data.

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