Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
NATIONAL SORORITY OF PHI DELTA KAPPA INC EPSILON ALPHA CHAPTER
Employer identification number
22-2564354
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization?
................
11g(i)
(ii)
A family member of a person described in (i) above?
......................
11g(ii)
(iii)
A 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (see instructions)
..................
12
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.................................................
Section C. Computation of Public Support Percentage
14
Public support percentage for 2013 (line 6, column (f) divided by line 11, column (f))
.........
14
15
Public support percentage for 2012 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2013.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
.......................
b
33 1/3% support test—2012.
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2013.
If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization
.....................................................
b
10%-facts-and-circumstances test—2012.
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
................................................
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions
.....................................................
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
60,946
75,920
50,695
56,318
66,693
310,572
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
60,946
75,920
50,695
56,318
66,693
310,572
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public support (Subtract line 7c from line 6.)
310,572
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
9
Amounts from line 6...
60,946
75,920
50,695
56,318
66,693
310,572
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
8,302
9,718
11,315
10,325
39,660
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
..
13
Total support. (Add lines 9, 10c, 11, and 12.)..
60,946
84,222
60,413
67,633
77,018
350,232
14
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public support percentage for 2013 (line 8, column (f) divided by line 13, column (f))
.........
15
88.680 %
16
Public support percentage from 2012 Schedule A, Part III, line 15
...............
16
95.790 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
......
17
0 %
18
Investment income percentage from 2012 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2013.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
........
b
33 1/3% support tests—2012.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information.
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2013
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
NATIONAL SORORITY OF PHI DELTA KAPPA INC EPSILON ALPHA CHAPTER
Employer identification number
22-2564354
Return Reference
Explanation
FORM 990-EZ, PART I, LINE 16
EXPENSES 225 BANK SERVICE FEES 541 OFFICE SUPPLIES 2,106 TRAVEL 100 CONFERENCES & CONVENTIONS 45,937 MEETINGS 1,557 INSURANCE 1,233 DONATIONS 1,840 SCHOLARSHIP 6,800 REGIONAL & NATIONAL DUES 10,332 SUPPLIES 3,908 PROGRAMS / WORKSHOPS 3,261 GIFTS 1,146 TOTAL 78,986
FORM 990-EZ, PART II, LINE 24
PREPAID EXPENSES AND DEFERRED CHARGES 0 500 TOTAL 0 500
FORM 990-EZ, PART III
THE PURPOSE OF THE SOCIETY IS TO STIMULATE PROFESSIONAL GROWTH AMONG TEACHERS AND TO PROMOTE THE HIGHEST TEACHING IDEALS; AND TO ENCOURAGE THE DEVELOPMENT AND POTENTIAL OF YOUTH. THE ORGANIZATION'S ACTIVITIES ARE CENTERED AROUND THREE AREAS: YOUTH, EDUCATION AND SERVICE.
FORM 990-EZ, PART III, LINE 28
THE ANNUAL YOUTH CONFERENCE WAS HELD IN MARYLAND. EIGHTY-SIX (86) XINOS, KUDOS, HUB PARENTS AND ADVISORS ATTENDED THE CONFERENCE. THE CONFERENCE WAS WELL ATTENDED WITH OVER 450 ATTENDEES. THE YOUTH CONFERENCE COMPETITION RESULTED IN 8 AWARDS. THE XINOS PLACED 1ST IN THE ORATORICAL CATEGORY, DANCE COMPETITION, AND STEP COMPETITION. THE XINOS ALSO HAD A 2ND PLACE FINISH IN THE DESIGN/SCRAP BOOK COMPETITION. THE KUDOS TOOK HOME 1ST PLACE IN THE ORATORICAL COMPETITION, INSTRUMENTAL COMPETITION AND DESIGN / SCRAP BOOK SCRAP COMPETITION. THE KUDOS HAD A SECOND PLACE FINISH IN THE STEP COMPETITION AND A 3RD PLACE FINISH IN SCHOLAR OF THE YEAR CATEGORY.
FORM 990-EZ, PART III, LINE 30
YOUTH PARTICIPATED IN VARIOUS ACTIVITIES INCLUDING: ASSISTING IN THE SETTING UP FOR THE SISTERS NETWORK OF CENTRAL NEW JERSEY, SUSAN G. KOMEN RACE FOR THE CURE - SIX FLAGS (REGISTRATION, FOOD TENT, CLEAN UP, COAT ROOM, THE WALK FOR LITERACY AND FINALLY THE COMMUNITY HEALTH DAY WALK. IN ADDITION TO THE SERVICE ACTIVITIES STATED ABOVE, THE YOUTH FOCUSED ON LOCAL ACTIVITIES TAHT WOULD BENEFIT THE COMMUNITY SUCH AS: RONALD MCDONALD HOUSE (FOOD PREPARATION AND COLLECTED SODA TABS), GATHEREDFOOD ITEMS AND DELIVERED THANKSGIVING BASKETS TO SENIORS AND FAMILIES, ZAKEE BOWSER ENRICHMENT FOUNDATION (COLLECTED TOY DONATION, GIFT WRAPPING AND PRESENTING GIFTS), SIGMA'S HOLIDAY CELEBRATION IN PLAINFIELD, NJ - COAT AND TOY COLLECTION, GET OUT THE VOTE TO REGISTER VOTERS, SOCKS FOR SENIORS AT SPRING HILLS NURSING HOME.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013
Additional Data
Software ID:
Software Version:
-
TIN:
TY 2013 CompensationExplanation
Name:
NATIONAL SORORITY OF PHI DELTA
KAPPA INC EPSILON ALPHA CHAPTER
EIN: 22-2564354
Person Name
Explanation
HARRIET S THOMAS
CHALEETA BARNES
REGINA CARTER
FONTELLA BEST
SONYA SATTERWHITE
BRENDA HACKETT
SANCHA GRAY
ELEANOR HEMPHILL
-
TIN:
TY 2013 ReasonableCauseExplanation
Name:
NATIONAL SORORITY OF PHI DELTA
KAPPA INC EPSILON ALPHA CHAPTER
EIN: 22-2564354
Explanation:
THE NATIONAL SORORITY OF PHI DELTA KAPPA, INC. IS A SMALL NONPROFIT ORGANIZATION ORGANIZED TO STIMULATE PROFESSIONAL GROWTH AMONG TEACHERS; PROMOTE THE HIGEST TEACHING IDEALS; AND ENCOURAGE THE DEVELOPMENT OF YOUTH TO REACH THEIR FULLEST POTENTIAL. MANY SMALL AND MEDIUM-SIZE NOT- FOR-PROFIT ORGANIZATIONS ARE MOSTLY RUN BY VOLUNTEERS, AND THE STAFF OF THESE CHARITIES MAY FORGET OR INADVERTENTLY FAIL TO TIMELY FILE FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX. DUE TO LIMITED RESOURCES, NATIONAL SORORITY OF PHI DELTA KAPPA, INC. DOES NOT HAVE AN ACCOUNTANT OR BOOKKEEPER. THE ORGANIZATION PURCHASED QUICKBOOKS WITH THE INTENT TO CREATE ACCOUTING RECORDS THAT WOULD PROVIDE SUPPORTING DOCUMENTATION TO PROPERLY FILE FORM 990. UNFORTUNATELY, DUE TO A LACK OF EXPERIENCE THE RECORDS WERE NOT PROPERLY MAINTAINED. THE ORGANIZATION FILED AN EXTENSION WITH THE HOPE THAT THEY COULD MEET THE EXTENSION DEADLINE. UNFORTUNATELY, WITHOUT ADEQUATE KNOWLEDGE AND SUPPORT THE ACCOUNTING DID NOT OCCU