2023-06-07T07:15:09-05:00 2022-12-31 440160260 FORVIS LLP 999 S SHADY GROVE RD STE 400 MEMPHIS TN 38120 990 2022-01-01 626039877 PI KAPPA ALPHA FOUNDATION PIKA 9017481948 8347 WEST RANGE COVE MEMPHIS TN 38125 STEVEN S VINCENT CHIEF EXECUTIVE OFFICER 9017481948 2023-05-15 1 STEVEN VINCENT 999009999 1 LAKRISHA J CASTLEBERRY P01677333 9017613000 2023-05-15 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEVEN S VINCENT 8347 WEST RANGE COVE MEMPHIS TN 38125 2988811 0 X WWW.PIKEFOUNDATION.ORG X 1948 TN PI KAPPA ALPHA FOUNDATION IS A 501(C)(3) NOT-FOR-PROFIT FORMED AS A PUBLIC EDUCATIONAL FOUNDATION. IT WAS ESTABLISHED IN 1948 TO COLLECT, MANAGE AND PRESERVE HISTORICAL ARTIFACTS FOR PI KAPPA ALPHA CHAPTERS AND HAS EXPANDED TO INCLUDE PUBLIC RECORD KEEPING OF A GOLD STAR MEMORIAL, OWNERSHIP OF A MEMORIAL MUSEUM AND LIBRARY IN MEMPHIS, TENNESSEE, AND TO AID, PROMOTE AND CONTRIBUTE TO THE EDUCATIONAL AND SCHOLASTIC ACHIEVEMENTS OF PI KAPPA ALPHA MEMBERS AND OTHER STUDENTS ACROSS NORTH AMERICA. THE FOUNDATION PROVIDES FUNDS FOR A VARIETY OF PROGRAMS AND SERVICES WHICH ASSIST COLLEGE STUDENTS IN MEETING THEIR EDUCATIONAL AND PERSONAL DEVELOPMENT OBJECTIVES THROUGH SCHOLARSHIPS, GRANTS AND PROGRAM ASSISTANCE. THE FOUNDATION SERVES AS THE PRIMARY CHARITABLE ARM OF THE PI KAPPA ALPHA FRATERNITY. 12 12 9 20 0 0 3703746 2505831 0 0 2640923 -15429 111903 111903 6456572 2602305 622065 1215911 0 0 766797 735308 22316 27901 446711 694315 681005 2105493 2660125 4351079 -57820 24743553 21858224 754885 727839 23988668 21130385 TO MAINTAIN A PERMANENT WAR MEMORIAL AND TO PROMOTE EXCELLENCE IN EDUCATION AND LEADERSHIP BY PROVIDING APPROPRIATE GRANTS/SCHOLARSHIPS/AWARDS. 0 0 489487 111903 MAINTENANCE OF WAR MEMORIAL HEADQUARTERS:TO MAINTAIN A PERMANENT MEMORIAL FOR MEMBERS OF THE PI KAPPA ALPHA FRATERNITY WHO GAVE THEIR LIVES IN MILITARY SERVICE. TO PRESERVE BOOKS, DOCUMENTS, WAR RECORDS AND WORKS OF ART FOR THE ENCOURAGEMENT OF PATRIOTIC AND HISTORICAL RESEARCH, PARTICULARLY AS TO THE HISTORY OF EDUCATION AND EDUCATIONAL INSTITUTIONS. 1215911 1215911 GRANTS/SCHOLARSHIPS/AWARDSTHE PI KAPPA ALPHA FOUNDATION HELPED PROMOTE EXCELLENCE IN EDUCATION AND LEADERSHIP BY PROVIDING 94 INDIVIDUAL SCHOLARSHIPS FOR ACADEMIC AND/OR LEADERSHIP ACCOMPLISHMENT, AND 130 GRANTS IN SUPPORT OF EDUCATIONAL PROGRAMMING AND EVENTS. IN ADDITION SCHOLARSHIPS WERE PROVIDED TO STUDENTS ADMITTED INTO OMICRON DELTA KAPPA, ORDER OF OMEGA, TAU BETA PI, PHI KAPPA PHI AND PHI BETA KAPPA HONOR SOCIETIES. ASSISTING IN ESTABLISHING, EQUIPPING AND MAINTAINING LIBRARIES, STUDY ROOMS OR OTHER EDUCATIONAL FACILITIES OWNED AND MAINTAINED BY FRATERNITY CHAPTERS. 23615 PUBLICATIONS & PROGRAMMING THE PI KAPPA ALPHA FOUNDATION HELPS TO FUND SEVERAL EDUCATIONAL PUBLICATIONS ON AN ANNUAL BASIS: SHIELD & DIAMOND MAGAZINE WHICH IS DISTRIBUTED FOUR TIMES PER YEAR TO MORE THAN 20,000 PEOPLE FOR INFORMATIONAL AND INSTRUCTIONAL PURPOSES; PIKE UNIVERSITY LEADERSHIP TRAINING HANDBOOKS AND A DIGITAL HISTORICAL REFERENCE GUIDE MADE AVAILABLE ONLINE. 1729013 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 1 0 0 TN X J R PARSONS 9017481948 8347 WEST RANGE COVE MEMPHIS TN 38125 MR DANIEL A BERGER PRESIDENT 1.00 X 0 0 0 MR KEVIN E VIRTA PRESIDENT-ELECT 1.00 X 0 0 0 CHARLES T CUMBAA TRUSTEE 1.00 X 0 0 0 JOSEPH P EGAN TRUSTEE 1.00 X 0 0 0 DAMON HININGER TRUSTEE 1.00 X 0 0 0 BRITT R MASSING TRUSTEE 1.00 X 0 0 0 MARK A ROBERTSON TRUSTEE 1.00 X 0 0 0 DARIUS SIDEBOTHAM TRUSTEE 1.00 X 0 0 0 NATHANIEL GENE SMITH TRUSTEE 1.00 X 0 0 0 ANTHONY JAMES WILLIAMS TRUSTEE 1.00 X 0 0 0 BRUCE ALAN WOLFSON TRUSTEE 1.00 X 0 0 0 DEVANG DESAI TRUSTEE 1.00 X 0 0 0 RYAN C COLLETT CHIEF DEVELOPMENT OFFICER 40.00 X 138000 0 10829 STEVEN S VINCENT CHIEF EXECUTIVE OFFICER 40.00 X 190000 0 5817 ROBERT R PARSONS JR CHIEF FINANCIAL OFFICER 10.00 X 0 0 0 328000 0 16646 2 0 1 0 0 156676 2349155 10034 2505831 371077 371077 111903 0 111903 111903 111903 386506 -386506 -386506 -386506 2602305 111903 0 -15429 1005256 1005256 210655 210655 344646 78924 113389 152333 298682 45101 126193 127388 13408 2639 4929 5840 37453 7371 13768 16314 41119 8092 15115 17912 27857 27857 140497 42149 98348 27901 27901 82558 33176 49382 23615 23615 16897 15038 1859 12822 12822 156524 139306 17218 49574 9759 18222 21593 7698 7698 95480 84977 10503 20054 9514 10540 DONOR RECOGNITION 28048 28048 19381 18760 621 2660125 1729013 484401 446711 1927129 2529733 787893 458645 5156839 3980189 1233416 1176650 20029312 16893062 765803 800134 24743553 21858224 522392 588452 232493 139387 754885 727839 X 3384840 3719354 20603828 17411031 23988668 21130385 24743553 21858224 -57820 -2800463 0 X X 0 1 X 1 0 X 2400558 3292592 2344412 3703746 2505831 14247139 2400558 3292592 2344412 3703746 2505831 14247139 969472 13277667 454324 1254169 305129 394661 482980 2891263 4894 4894 17143296 0.77450 0.67890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 20603828 392502 -2617101 968228 17411001 17451794 1803925 1933280 585171 20603828 15952932 373004 1983583 857725 17451794 14743199 647245 1844133 1281645 15952932 15852541 1020991 -714558 1415775 14743199 1.00000 0 0 610688 610688 4186091 3681969 504122 360060 298220 61840 1176650 DEFERRED COMPENSATION 139387 139387 X -198158 -2834793 -2834793 2636635 -34330 -34330 2602305 2660125 0 2660125 0 2660125 PART III, LINE 1A: HISTORICAL MEMORABILIA AND WORKS OF ART DONATED TO THE FOUNDATION ARE HELD FOR PUBLIC EXHIBITION RATHER THAN FINANCIAL GAIN. IT IS THE POLICY OF THE FOUNDATION THAT THESE DONATED ASSETS NOT BE RECORDED IN THE FINANCIAL RECORDS. PART V, LINE 4: GRANTS, SCHOLARSHIPS AND AWARDS. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS NOT A PRIVATE FOUNDATION. THE FOUNDATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2022 AND 2021, AND THERE ARE NO INTEREST AND PENALTIES RELATED TO INCOME TAX ASSESSMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICY -34,330. X X X 1 STELTER 10435 NEW YORK AVE DES MOINES IA 50322 DIGITAL MARKETING 0 0 7930 -7930 FUNRAISEORG 2973 HARBOR BLVD 564 COSTA MESA CA 92626 FUNDRAISING SERVICES 0 0 18667 -18667 DOUBLE THE DONATION 17 EXECUTIVE PARK DR NE 235 ATLANTA GA 30329 FUNDRAISING SERVICES 0 0 1304 -1304 27901 -27901 SCHEDULE G, PART I, LINE 2B, COLUMN (V) PROFESSIONAL FUNDRAISING SERVICES 1 GAMMA CHI ALUMNI OF PI KAPPA ALPHA CORPORATION 5 CREEKSIDE DRIVE RANCHO MIRAGE CA 92270 822744777 501(C)(7) 0 69606 EDUCATIONAL FACILITIES GRANTS PIKE UNIVERSITY 1779 KIRBY PKWY 13310 MEMPHIS TN 38138 203287316 501(C)(3) 0 680923 EDUCATIONAL/LEADERSHIP GRANTS HISTORY IT 245 COMMERCIAL ST PORTLAND ME 04101 461115663 0 87350 PUBLICATIONS & PROGRAMMING OAK SERVICE CORPORATION 8347 WEST RANGE COVE MEMPHIS TN 38125 472411265 501(C)(4) 0 8000 PUBLICATIONS & PROGRAMING ALPHA GAMMA HOUSE CORPORATION 4609 BLUEBONNET BLVD BATON ROUGE LA 70809 726027982 501(C)(7) 0 113875 EDUCATIONAL/LEADERSHIP GRANTS DELTA THETA PO BOX 370 JONESBORO AR 72403 581446726 501(C)(7) 0 22867 EDUCATIONAL/LEADERSHIP GRANTS EPSILON LAMBDA 2102 UNIVERSITY ST MURRAY KY 42071 616034709 501(C)(7) 0 9102 EDUCATIONAL/LEADERSHIP GRANTS THETA OMICRON 7373 INDIAN LAKE RD INDIANAPOLIS IN 46236 311126212 501(C)(7) 0 6032 EDUCATIONAL/LEADERSHIP GRANTS TRIADESIGNS 815 BRAZOS ST 245 AUSTIN TX 78701 271539052 0 7500 PUBLICATIONS & PROGRAMMING 1 SCHOLARSHIPS 94 210655 PART I, LINE 2: EXTENSIVE APPLICATION PROCEDURES AND PERIODIC 'USES OF FUNDS' SUMMARIES ARE REQUESTED FROM GRANT RECIPIENTS. X X X X X 0 0 0 0 0 0 0 0 0 STEVEN S VINCENT CHIEF EXECUTIVE OFFICER 190000 0 0 0 0 0 2856 0 2961 0 195817 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY MANAGEMENT AND MEMBERS OF THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12 EMPLOYEES ARE REQUIRED UPON HIRING TO DISCLOSE ANY CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S COMPENSATION IS REVIEWED BY THE PERSONNEL COMMITTEE WHICH USES PEER ANALYSIS TO REVIEW AND COMPARE. THE CHAIRMAN OF THE BOARD ALSO REVIEWS AND APPROVES THIS DECISION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, QUESTION 2C THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.