M I S S I O N in A C T I O N2 0 1 2 A N N U A L R E P O R T

LEADERSHIP MESSAGE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 01

RECOGNIZING & PROMOTING ACADEMIC EXCELLENCE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 03

ENGAGING IN SERVICE TO OTHERS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

MAKING IT POSSIBLE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

LEADERSHIP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

FINANCIALS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

TABLE of CONTENTS

Dear Friends,

“Mission in Action,” the theme of this year’s annual report, describes how we recognize and promote academic excellence in all fields of higher education and engage the community of scholars in service to others. Ours is not just an aspirational objective—it is a mission in action. Indeed, throughout this report, you will see examples of our members and chapters fulfilling the Phi Kappa Phi mission through a variety of heartfelt, generous and well-planned efforts that promote not only excellence but also help others in the process.

From one member’s quest to collect and distribute shoes for those in need to a chapter’s ongoing work to create a healthy learning environment for a primary school in Kongwa, Tanzania, the stories in the 2012 annual report provide glimpses into how our members reflect the Phi Kappa Phi mission in action.

Through the initiation of 32,621 new members, installation of three new chapters, awarding of $500,500 in grants and scholarships, and acknowledgment of 74 exceptional chapters, Phi Kappa Phi continued its commitment to academic excellence in 2012 as it has for 115 years.

It is only with your support that we are able to carry on the Society’s long history of honoring the best college students in the nation and helping fund the educational pursuits and service efforts of our members. Whether your contribution comes in the form of time, talent, or resources, it is absolutely essential to our success.

On behalf of the more than 1.25 million members who have been initiated into Phi Kappa Phi since its founding in 1897 and the many more yet to come, we thank you. In the words of the 20th century French Jesuit philosopher Pierre Teilhard de Chardin: “The future belongs to those who give the next generation reason for hope.”

Diane G. Smathers, Ed.D. Mary Todd, Ph.D. Society President Executive Director

L E A D E R S H I P M E S S A G E

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Mary Todd, Ph.D. Executive Director

Diane G. Smathers, Ed.D. Society President

To recognize and promote academic excellence in all fields of higher education and to engage the community of scholars in service to others.

M I S S I O N

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Our

When The Honor Society of Phi Kappa

Phi was founded in 1897 at the University

of Maine, ten senior students, two faculty

members, and the school president set out

to create an honor society that was different

from the few others then in existence—one

that recognized and honored excellence in

all academic disciplines. Since that time Phi

Kappa Phi has grown by leaps and bounds,

chartering more than 300 chapters and

initiating more than 1.25 million members.

Thanks to members like you who support

Phi Kappa Phi through gifts of time,

talent and resources, the Society is able

to continue its long history of honoring

the best college students in the nation

and helping fund the educational pursuits

of its members. In 2012, the Society

installed three new chapters, welcomed

32,621 new members, granted $500,500

in scholarships and awards, recognized 74

exceptional chapters, and commemorated

seven chapter milestone anniversaries.

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“I was looking for something

which would be an inspiration

to all students to work for

high rank, and I believed

that uniting those who were

interested would be helpful.”

Marcus L. Urann in his proposal

to establish The Honor Society

of Phi Kappa Phi

Coburn Hall, Society Headquarters – 1897

RECOGNIZING & PROMOTING ACADEMIC EXCELLENCE

CHAPTER RECOGNITION

In 2012, Phi Kappa Phi recognized 20

Chapters of Excellence and 54 Chapters of

Merit. This distinction was given to those

chapters that excelled in recognizing and

promoting academic excellence and service

to others on their campus.

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“As it serves as the highest honor bestowed upon

a chapter, we are extremely proud to have been

selected for a Chapter of Excellence award in 2012.

The UT Dallas chapter is actively building a

community of scholars that celebrates and further

cultivates the academic achievements of our

students. To have been given this award within

the first couple of years of our founding on the UT

Dallas campus is particularly rewarding because it

demonstrates the high level of commitment of our

officers and founding members.”

Dr. Denise Boots President of The University of Texas at Dallas Chapter

“Being recognized as a Chapter of Merit reflects our

efforts to fulfill McKendree University’s mission

of responsible citizenship, engagement, academic

excellence, and lifelong learning. We are pleased that

our thriving Phi Kappa Phi chapter—through its

dedicated members—contributes to the betterment

of our university, our community, and our society.”

Dr. Ann Collins

President of the McKendree University Chapter

The University of Texas at San Antonio, Chapter #317, Installed March 6, 2012

Georgia Health Sciences University, Chapter #318, Installed August 14, 2012

Southern Utah University, Chapter #319, Installed November 5, 2012

N E W C H A P T E R S

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CHAPTER MILESTONESCongratulations to the chapters that celebrated anniversaries during the 2012 calendar year. These chapters exemplify a continuous commitment to honoring and promoting academic excellence and engaging the community of scholars in service to others.

100 yearsUniversity of Florida University of Nevada, Reno

50 yearsCalifornia State University, Chico New Mexico State University The University of Texas at Austin

25 yearsUniversity of Wisconsin – Stevens Point Middle Tennessee State University

The principles of The Honor Society of Phi Kappa Phi are something that students aspire to achieve and are proud to display.

Sarah E. Adams Texas Woman’s University

“

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“My education has always been my priority and my parents have always been behind me every step of the way. I was proud to display that my hard work has given me the opportunity to be a member of Phi Kappa Phi during graduation.”

Brittany Gracik, Virginia Commonwealth University, 2012 initiate

pictured with parents Phil Gracik & Sharon Edwards

“It’s a great feeling to be able to say you are a member of Phi Kappa Phi and to receive this academic accolade. This is something I will treasure and be proud of when I am done here at Iowa State. It’s something I have worked hard for and it means a lot to me and my family.”

Melvin Ejim, Iowa State University, 2012 initiate

Credit: ISU Athletic Dept.

“Academics have always been a top priority of mine. Phi Kappa Phi’s motto

‘Let the love of learning rule humanity’ resonates extremely well with me. This Society encompasses many character traits important for a student to possess in order to succeed (i.e. integrity, motivation, passion, etc.). As a first generation college student, I am honored to have the opportunity to be a part of this prestigious society and definitely plan to stay involved throughout my career!”

Alicia E. Young, University of Houston-Downtown, 2012 initiate

Member Testimonials

In 2012, Phi Kappa Phi inducted 32,621 juniors, seniors, graduate students, faculty, staff, and alumni. These members—who

met the Society’s high standards for invitation—are among the best and the brightest academic

scholars spanning all academic disciplines. They join the more than 100,000 active Society

members who are accomplished in science, medicine, government, the military, education,

business, sports, literature, the arts and just about every other field imaginable.

NEW MEMBERS

In 2012, Phi Kappa Phi inducted 32,621 juniors, seniors, graduate students, faculty, staff, and alumni. These members—who

met the Society’s high standards for invitation—are among the best and the brightest academic

scholars spanning all academic disciplines. They join the more than 100,000 active Society

members who are accomplished in science, medicine, government, the military, education,

business, sports, literature, the arts and just about every other field imaginable.

NEW MEMBERS

FELLOWSHIPS 51 $5,000 FELLOWSHIPS AWARDED

6 $15,000 MARCUS L. URANN FELLOWSHIPS AWARDED

191 MEMBERS APPLIED FOR A PHI KAPPA PHI FELLOWSHIP

STUDY ABROAD 50 $1,000 STUDY ABROAD GRANTS

AWARDED • 367 STUDENTS APPLIED FOR A STUDY ABROAD

GRANT LITERACY GRANTS 14 GRANTS OF UP TO $2,500

AWARDED • 44 LITERACY GRANT APPLICANTS LOVE OF

LEARNING 147 $500 LOVE OF LEARNING AWARDS GIVEN

IN 2012, THERE WERE MORE THAN 1,000 APPLICANTS

Because of your generous support, Phi Kappa Phi is able to continue its ongoing

commitment to excellence through its scholarship and awards programs. In 2012,

the Society awarded $500,500 to 270 outstanding recipients.

Thomas E. Barden,

dean of the Honors

College & English

professor at the

University of Toledo, was

named the 2012-2014

Phi Kappa Phi Scholar.

Robert T. Barrett,

professor of Visual

Arts at Brigham Young

University, was named

the 2012-2014

Phi Kappa Phi Artist.

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AWARDS & SCHOLARSHIPS

SCHOLAR & ARTIST

“The Ecological Conservation Program was a fascinating learning experience that provided a unique perspec- tive to effectively manage and assess multiple

environments. Overall, this program was beneficial to my

academic and professional career and was a great opportunity to learn

from an international perspective. I truly am honored I was able to experience all of the wonderful moments with my fellow students, faculty, and the communities of Scotland, and I will never forget them.”

Douglas Wolf 2012 Study Abroad Recipient, University of Arkansas

“The Phi Kappa Phi Fellowship enabled me to continue in the lifelong process of learning. As a first year medical student, I volunteer in many free clinics that provide

health care for the uninsured, and I am constantly reminded of the

difference an education can make in one’s life—in terms of lifestyle, health, and fulfillment.”

Dhara Sheth 2012 Fellowship Recipient, The

University of Oklahoma

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AWARD TESTIMONIALS

“As I near the completion of my Ph.D., I have discovered my life’s calling is to become a professor in the field of higher education/student affairs. I have a passion to teach but to also lead transformative research studies that give a voice to students who are often overlooked on college campuses — LGBT students, students of color, first-generation college students, and students with limited income. The Love of Learning Award will provide me the opportunity to delve into my dissertation topic and give a voice to students who are often pushed to the margins on college and university campuses.”

Darris Means 2012 Love of Learning Recipient, Elon University

“As members of Phi Kappa Phi, we have the responsibility to make informed decisions and to adhere to principles of excellence and strong moral and ethical character. Simply stated: we have the responsibility to lead,” said Society President Dr. Diane G. Smathers as she closed the 2012 Convention with the New President’s Charge.

Phi Kappa Phi Past President Dr. William A. Bloodworth, Jr. (left) accepts a $10,000 gift on Phi Kappa Phi’s behalf from GEICO representative Chris LeMaster. The donation will support Phi Kappa Phi’s awards and scholarship programs.

“I look forward to working with a group of people who prize excellence and integrity,” said Dr. Ray Sylvester, who was named 2012-2014 Society President-elect at the 2012 Biennial Convention. “And I think among us we can do some wonderful things inside the academy and outside of it.”

Members participate in a Partnering for Success workshop hosted the day before Convention. The workshops explored many aspects of Phi Kappa Phi and chapter management including governance and operations, awards and benefits, publicity and communication and more.

Retired NASA astronaut and Convention keynote speaker Capt. Wendy Lawrence with Pittsburg State University Chapter President Randy Winzer and his daughters Sarah, age 6, and Samantha, age 7.

C O N V E N T I O N

2012

WHAT DOES PHI KAPPA PHI MEAN TO YOU?

“Excellence.” “Potential.” “Inspirational.” “Honor.”

“Opportunity.” These are just a few of the words used by

members to describe Phi Kappa Phi in a new informational

video created in 2012. The video—filmed in St. Louis at

the 2012 Convention—pulls together Society members,

award winners, and leadership in a series of inspiring

testimonials. During the 3-minute video, members share

what Phi Kappa Phi means to them and highlight their

positive experiences with the Society. The video has been

featured prominently on the Phi Kappa Phi website

and in promotional materials as a way to highlight the

distinction and benefits of membership.

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More than 300 chapter delegates, officers, students, award recipients, current and past board members, staff and guests gathered August 9-11 in St. Louis, Missouri, to network, share ideas, learn about best practices and conduct Society governance at the Society’s 42nd Convention.

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NEW BENEFIT IN 2012

Phi Kappa Phi offers numerous benefits and resources that assist members throughout their academic and professional lives. In 2012, Phi Kappa Phi welcomed new corporate partner and member benefit, Lenovo. As part of this partnership, Phi Kappa Phi members are able to purchase a variety of Lenovo products such as computers, tablets, smart phones and more at discounted prices.

“Lenovo aims to advance, enhance and extend education at all levels. We are proud to partner with Phi Kappa Phi to support education-related programs and initiatives through our industry leading products and technologies, community investments and program sponsorships.” - Lenovo

E N G AG I N G I N S E R V I C E TO OT H E R S

Even before Phi Kappa Phi added to its mission statement in 2002 “and to engage the community

of scholars in service to others,” many members and chapters were actively participating in a

variety of service initiatives. In fact, the mission statement was expanded to better reflect the

activities of the membership and the priorities of the Society as a whole.

The Society’s commitment to service to others is evident in the volunteer activities performed by

chapters and student and alumni members in 2012. Whether through a chapter-organized event,

a scholarship or award, or a community service project, Phi Kappa Phi’s members continued to

create a lasting impact on university and college campuses, in surrounding communities and

throughout the world. Although the Society’s chapters and members are most commonly united

through academic excellence, it is these bold acts of kindness and devotion to serving others that

truly create the unified community that is Phi Kappa Phi.

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CHAPTERS IN SERVICE

Candy for the Mind! Austin Peay State University

With the help of a Phi Kappa Phi Literacy Grant, members of the Austin Peay State University chapter hosted its annual “Candy for the Mind” project during October 2012. Each year the chapter collects new and gently used children’s books to distribute during the university’s G.H.O.S.T. (Great Halloween Options for Safe Trick-or-Treating) event. The chapter has hosted the event for 10 consecutive years as a way to promote literacy and give back to the community.

“Reading and holding a real book in your hands is one of the great joys in life. Candy for the Mind encourages children to read and value that experience, and reading is at the heart of the PKP motto, ‘Let the love of learning rule humanity.’” – Dr. Dewey Browder, president of the Austin Peay chapter

Blessings in a Backpack Southeastern Louisiana University

The Phi Kappa Phi chapter at Southeastern Louisiana University partnered with the local Kiwanis Club and the university’s Kappa Delta Pi, Zeta Kappa Chapter to support the “Blessings in a Backpack” program at Woodland Park Elementary Magnet School in Hammond, Louisiana. The program—a national movement—provides food to low-income children each weekend. Through the assistance of a Phi Kappa Phi Literacy Grant, the Southeastern chapter was able to include children’s books in each of the backpacks provided to students.

“Poverty affects a child’s physical, social and academic well-being. When children— especially young children—experience poverty, they are at great risk for difficulties throughout life.” – Dr. Linda Munchausen, president of the Southeastern chapter

Shoe Boxes for Greensboro North Carolina A&T State University

During the 2012 holiday season, members of the North Carolina A&T State University chapter hosted a drive to collect everyday items to donate to those in need in the Greensboro, North Carolina community. With a great response to the request for items, the chapter was able to fill shoeboxes with goods ranging from socks to umbrellas to snacks. The stuffed boxes were donated to the Greensboro Urban Ministry for distribution to those most in need in the community.

“By organizing this event, we were able to establish a connection with the Greensboro Urban Ministry who expressed their interest for the donated items. As a result of our collection, we filled 60 shoeboxes that were distributed to those living in temporary shelters. This was a well-received activity, and we plan to continue it next Christmas.”

– Dr. Barbra F. Mosley, president of the North Carolina A&T State University Chapter

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The Mnyakongo School Project San Diego State University

The San Diego State University

chapter of Phi Kappa Phi has

served as a critical component of

the multi-phased initiative known

as The Mnyakongo School Project.

Started in 2008 and focused on

the Mnyakongo Primary School

in Kongwa, Tanzania, the project’s

scope to date has included building

a school library stocked with more

than 8,500 books, helping secure

electricity and running water for the

campus and buying goats to provide

milk for the school lunch program.

A 2011 Phi Kappa Phi Literacy grant

assisted in the incredible progress of

the initiative, which continues to

expand its efforts each year.

Children play an educational game with SDSU student and Phi Kappa Phi member Milada Belohlavek.

Former San Diego State University student and Phi Kappa Phi member Alex Wowra presents a school backpack to a

young learner in Kongwa, Tanzania, in June 2010.

*Information excerpted from “Opening the Doors of Educational Opportunity,” by Christopher Frost, Phi Kappa Phi Forum, summer 2013, Vol. 93, No. 2, and from “2011 Literacy Grant Recipients: Tanzania Literacy Project,” Phi Kappa Phi Forum, winter 2011, Vol. 91, No. 4.

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MAKING GREAT STRIDES FOR SACRAMENTOCreated in 2010, Shoes4Sacramento is a grassroots community project that collects new and gently used shoes and redistributes them to those in need in the Sacramento community. Founder Christina Preston, a native of Sacramento and member of

the California State University, Sacramento chapter, began collecting the shoes to

donate to an international disaster relief project. It wasn’t long after that she realized there was a significant local need in the Sacramento community.

Through the assistance of a Love of Learning award, Preston—a 2012

nominee of the Air Force Thunderbirds “Hometown Hero” award—was able to

further develop the project to meet the needs of the local community.

“The money from Phi Kappa Phi was utilized to purchase bins, temporary storage space, and promote the project,” said Preston. “It was a big help.” Preston has since partnered with local Girl Scout troops, the Sacramento police department and Mothers Against Drunk Driving, among other community organizations as a way to continually expand the project and support the Sacramento community.

MULTIPLE PERSPEC TIVESRaven Kapphahn has dreams of becoming a global social worker aiding women, children and families. During spring 2012, Kapphahn traveled to Tampere, Finland, partly on a Phi Kappa Phi Study Abroad Grant, visiting a daycare center, substance abuse clinic, hospitals and other facilities providing social services.

“My school offers courses about society, culture, and families that I have taken, but you can learn only so much from a book, lecture, or movie,” said Kapphahn. “The knowledge and experience I need to be a global social worker can’t be attained merely in the classroom but must also include traveling to and living in different societies and cultures and witnessing social problems and solutions firsthand.”

This outlook is why Kapphahn journeyed to Accra, Ghana, the summer following her freshman year to investigate social services in the region. Similarly, she is studying at a language institute in Amman, Jordan, for the 2012-2013 academic year through a Boren Scholarship from the National Security Education Program and continuing to diversify her skills and experiences through multiple perspectives.

*Excerpted from “Selfless Outreach,” by Ashley Barnas, Phi Kappa Phi Forum, winter 2012, Vol. 92, No. 4.

SER VICE THROUGH AWARDS & SCHOLARSHIPS

“The money from

Phi Kappa Phi was utilized to purchase

bins, temporary storage space, and promote the project,” said

Preston.

Ultimately, the best part of Phi Kappa Phi is its ability to help others.

Steven DelaCruz University of Nevada, Reno 2012 Study Abroad Grant recipient

“”

Raven KapphahnChristina Preston

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VOLUNTEERS IN SERVICE

Phi Kappa Phi is composed of a strong base of volunteers who selflessly devote their

time to building, managing and maintaining successful chapters. It is because of

this incredible commitment that Phi Kappa Phi’s influence continues to grow and be

recognized on more than 300 campuses throughout North America and the Philippines.

The Society commends this hard-working network of volunteers for their continuous

dedication to the chapters, members and campuses that they serve.

“I am so honored to work with my colleagues at

the University of Central Missouri while serving

the chapter and Society. I truly appreciate

the organizational skills and group working

attitudes of the UCM chapter members. The

hard work and inspiring attitudes of these

members have motivated and encouraged me

to strive for new ideas, and I look forward to

my work as chapter president.”

Dr. Keshav Bhattarai President-Elect University of Central Missouri

“Of all of the projects that I manage for my College

and Eastern Kentucky University, Phi Kappa

Phi is by far my favorite. Seeing our students

mature into their very best potential is extremely

gratifying—it motivates me to work harder and

dig deeper to reach even more individuals who

are striving for this level of excellence.”

Kathleen Barr Public Relations Officer Eastern Kentucky University

“Serving as president of my local chapter has been

a great honor and privilege. I was among the first

inductees at the installation of our chapter, so I

have always felt particularly proud to be a member

of Phi Kappa Phi. As an officer during the past six

years, I have had the opportunity to work with

an exceptional team of colleagues and students

to recognize and honor our best and brightest on

their attainment of academic excellence. What a

pleasure it has been to be among the first ones to

congratulate our initiates on their achievement!”

Dr. Lola O. Norris Chapter President Texas A&M International University

“My tenure as a chapter officer has been

extraordinarily fulfilling as I was able to engage

with students and members from all disciplines

not just my own field. I was able to contribute and

lead in building my chapter’s accomplishments,

projects, and membership as well as contribute

service to my university. At points in the year

chapter management can be time consuming and

require significant resources but in the end the

reward of seeing our best and brightest students

has always been worth the effort.”

Dr. Paul S. Adams Chapter President University of Pittsburgh at Greensburg

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1897 SOCIET YNancy H. Blattner Fontbonne University

Roger J. Blumer University of Wisconsin–Madison

John D. Bower Lynchburg College

Ruth E. Brasher Brigham Young University

Daniel J. Casaletto Northeastern University

Nathaniel Chafee Georgia Institute of Technology

Jonathan Davies University of Louisiana, Monroe

Martha J. Gilbreath The University of Texas at Austin

Virginia Kern Iowa State University

Kenneth Loveless Clemson University

Daniel J. Phillips University of Illinois at Chicago

Lee W. Randall The University of Mississippi

Robert B. Rogow Eastern Kentucky University

Diane G. Smathers & Webb M. Smathers Jr. Clemson University

Ray Sylvester University of the Pacific

Mary Todd Marshall University

Leon Vermilya San Jose State University

GOLD SCHOLARSSteven C. Agee Oklahoma City University

Jane V. Aldrich University of Kansas

Lourdes R. Barro Louisiana State University

Jeffrey L. Boschert United States Naval Academy

Douglas P. Busch Northern Arizona University

Armand J. Cantafio University of Bridgeport

James M. Carroll Eastern New Mexico University

MaryAnn & Charles Davis University of Louisville

Guillermo Bernardo De La Garza Lamar University

Edsel P. Hamilton III University of Southern California

Takeo Hokama University of Hawaii

Randall Meyer Jacobs Bradley University

Ching Y.W. Keiser Northeastern University

Hai Van Nguyen Washburn University

Fanning Tucker Oakley Washington State University

William Joseph Pridemore Clemson University

John R. Raymond The Ohio State University

Rachel Y. Reams Purdue University

Rick A. Shale Youngstown State University

Dara Rachel Shore University of Central Florida

SILVER SCHOLARSIra Aaron University of Georgia

Charles W. Abbey Northern Michigan University

Steven Ahrenholz University of Minnesota

Elif Akcali Purdue University

Ardath L. Albizo San Diego State University

Elizabeth A. Allan East Carolina University

Wm Warren Allen University of West Florida

John C. Appel University of Florida

John Leslie Atkins North Carolina State University

Donald L. Atkinson Weber State University

David W. Baker Colorado State University

Francis H. Balcom Butler University

Mike Bantuveris University of Wisconsin–Madison

Jerome A. Barakos University of Southern California

Juliana Barr University of Southern California

Maureen Barrett University of Florida

Aileen M. Baumgartner Fordham University

Richard A. Beckwell University of Maryland

Jacqueline K. Bigelow University of Southern California

Thomas Michael Bizzell University of Southern Mississippi

Robert E. Black Jr. North Carolina State University

William Robert Bland Oklahoma State University

Harry E. Blevins Jr. East Tennessee State University

Margaret M. Brady San Jose State University

Robert M. Brown James Madison University

Charles G. Bruch University of Wyoming

Charles J. Buckler Hood College

Susan C. Bunch University of Louisville

Raymond Buvel University of Idaho

Nancy J. Calhoun Kansas State University

Lynn A. Calpeter Cornell University

John W. Carman University of Maryland

Danny J. Carrillo University of Arizona

Frederick Chadsey IV Oklahoma State University

David A. Chargin University of California, Davis

D. L. Clute University of Maryland

Edward G. Coll Alfred University

Charles R. Connell III University of Connecticut

Lauretta J. Cooper Auburn University

William G. Couch Jr. The University of Texas at Austin

C. W. Cowles Virginia Commonwealth University

Carrie M. Crone Snieder Iowa State University

Anatolio B. Cruz III University of Maryland

MA K I N G I T P O S S I B L EWe are achieving great things as a Society, and it ’s because of you. Thank you for your continued commitment to Phi Kappa Phi. With your support, we are able to carry out our mission to recognize and promote academic excellence in all fields of higher education and to engage the community of scholars in service to others. That is not just a mission in theory or an aspirational objective—ours is a mission in action.

1897 SOCIETY GOLD SCHOLARS SILVER SCHOLARS BRONZE SCHOLARS $ 5 0 0 o r m o re $ 2 5 0 – $ 4 9 9 $ 1 0 0 – $ 2 4 9 $ 5 0 – $ 9 9

*University listed indicates Phi Kappa Phi chapter of affiliation

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DJ Culkar Eastern Michigan University

Dale N. Davis Eastern New Mexico University

Joseph H. Davis Clemson University

John Leonard Dennerlein Member at Large

Dorothy S. Dickieson Alfred University

Edward E. Domning University of California, Davis

James J. Dooley Brigham Young University

John W. Dorsey University of Maryland

Betty H. Dunn Wesleyan College

William Dunn Pennsylvania State University

Mary Ann Dworak Montclair State University

Dennis P. Dykstra Member at Large

Kathleen Edwards University of Georgia

William Russell Edwards Jr. University of Georgia

Howard Eisen Cornell University

Geradine Ekblad California State University, Long Beach

Benjamin T. Eldred Missouri University of Science and Technology

Joseph O. Elliott Missouri University of Science and Technology

Benjamin Esquibel New Mexico Highlands University

Daniel M. Faletti University of California, Davis

Elizabeth Ferrill University of Maryland

Monica S. Forbes University of Central Florida

Thomas W. Fowles Eastern Kentucky University

Craig A. Fox Texas A&M University

Debra E. Francis Western Kentucky University

L. M. K. Franklin Kean University

Martha B. Frost Plattsburgh State University

Mauricia Geissler University of Wisconsin–Madison

Richard H. Gettys Jr. Clemson University

Kenneth P. Gibbs University of Illinois at Urbana-Champaign

Daniel L. Goelzer University of Wisconsin–Madison

William A. Goodwin Tennessee Technological University

Daphyne A. Grimsley Old Dominion University

John A. Grimsley Old Dominion University

George L. Grubbs North Carolina State University

Benjamin Hall Florida State University

Carl W. Hall Member at Large

John Patrick Harman Clemson University

Anthony R. Harrington Campbell University

Louis S. Harris Virginia Commonwealth University

Debra T. Harrison University of Maryland

R. P. Hart The University of Texas at Austin

Dena Lacy Hartzell University of Nevada, Las Vegas

Albin Hawkins University of Maryland

Michelle Hawley California State University, Los Angeles

L. William Heiligbrodt The University of Texas at Austin

Susan H. Henry University of South Florida

William Robert Herndon University of Louisville

Bruce C. Herzog Minnesota State University–Mankato

Jill Himmer University of Maryland

Joyce A. Hinds University of Wisconsin–Whitewater

Virginia Hodgkinson Southern Illinois University Carbondale

Alan J. Hovestadt Western Michigan University

Samuel Houston Howard Oklahoma State University

Marvin R. Huff University of Wyoming

Peter Hughes University of Southern California

Kenneth I. Hunt Jr. University of Wisconsin–Milwaukee

Hillary Hutchinson The University of Texas at Austin

Donna S. Hyde Weber State University

Patricia Iandolo Radford University

David W. Irwin Pennsylvania State University

Ralph P. Iwens University of Florida

Mary F. Jackson Fontbonne University

Stanley K. Jackson Washington State University

Patricia P. James Louisiana Tech University

Robert G. Jenks University of New Mexico

Dale Alfred Johnson Iowa State University

Ronald E. Johnson Old Dominion University

Donna R. Jones-Morris Fort Hays State University

Ray W. Kahler University of Puget Sound

Louise Kaplan Virginia Polytechnic Institute & State University

Jacqueline Keith University of Central Florida

Thomas Kirsch Oklahoma State University

Willis T. Lansford University of Maryland

Jennifer Thi Le University of Memphis

James B. Lee United States Military Academy

Gerald S. Leischuck Auburn University

James J. LeJeune University of Louisiana, Lafayette

Amy L. Lemke University of Arizona

Roger N. Lester University of Wyoming

Farrell Walter Lewis Brigham Young University

Robert Locatelli Northern Arizona University

Mark Lorenti Georgia Regents University

Edward H. Loveland Georgia Institute of Technology

Julia A. Luna University of Tennessee, Knoxville

Barbara G. Lyman The University of Texas at Austin

Deborah A. Marianno California State University, Sacramento

Anne B. Marietta Southeast Missouri State University

William Micah Markowitz Virginia Polytechnic Institute & State University

Martin L. Marler Purdue University

Barbara A. Martin Southern Illinois University Edwardsville

Kay Fitzpatrick Martin Radford University

John M. Mason Jr. Pennsylvania State University

Gus Mavrigian Youngstown State University

Robert Edward McDowell Arizona State University

Lienne F. Medford Clemson University

Thomas S. Melchior University of Evansville

James B. Moe University of California, Davis

Michael O. Moorman United States Military Academy

Grady M. Muldrow Texas A&M University

Patricia Anne Murphy Indiana University–Purdue University at Fort Wayne

Marie E. Mutz Pennsylvania State University

Michael J. Nanfito San Jose State University

Ray Newton Northern Arizona University

Francis William Niedenfuhr University of Michigan

L I S T of D O N O R S

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Marion Milligan Nobrega University of Toledo

Jeanne A. Ojala University of Utah

Merrikay Oleen-Burkey North Dakota State University

George William Orr Colorado State University

Emmanuel C. Osuji University of Maryland University College

Mark A. Pallansch Virginia Polytechnic Institute & State University

Laurie W. Pappas University of Michigan

Clay Randall Parmer University of Houston–Clear Lake

Lisa C. Paul Eastern New Mexico University

Daniel E. Pearcy University of Louisville

Katherine Pedersen Southeastern Louisiana University

Marylou Pepe Pennsylvania State University

Charles Peters California State University, Los Angeles

Douglas G. Pfeiffer Washington State University

Christopher Pinkerton University of Louisville

Orville Plum Montana State University

Edward Polansky The University of Texas at Austin

Nancy A. J. Potter University of Rhode Island

Joseph Fallaw Puett III United States Military Academy

Harry R. Purkey Old Dominion University

John V. Rabatin California State University, Los Angeles

Kathleen Randolph University of Bridgeport

Vickie Rauser Montana State University

Jana P. Renfroe University of Alabama at Birmingham

Patricia Roberts University of the Pacific

Patricia Robinson Montclair State University

Robert J. Ruemelin University of Wisconsin–Milwaukee

Carl Frederick Sabottke Louisiana State University

Juan A. Sandoval University of New Mexico

Jun-Ichi Sano University of Rhode Island

Ronald P. Sekkel California State University, Long Beach

John L. Seppanen North Dakota State University

David B. Shapiro University of Illinois at Chicago

William L. Shields University of Arizona

Geraldine Y. Shimabukuro University of Maryland

Thomas Silk Southern Illinois University Carbondale

David J. Silva The University of Texas at Arlington

Joseph J. Simmons IV University of Maryland

David C. Smith Northern Arizona University

M. Dwayne Smith University of South Florida

Penny E. Smith University of Maryland

Richard H. Stanley Iowa State University

G. R. Sterner Pennsylvania State University

Jeffrey Stone Auburn University

Henry W. Strobel The University of Texas Medical Branch at Galveston

Marilyn S. Swears Florida State University

Robert F. Swift Plymouth State University

Betty J. Swirnow University of Nevada, Las Vegas

David J. Sylva University of Maryland

Thomas Harold Tenney University of Toledo

Peter D. Tessner University of Wisconsin–Milwaukee

John T. Tielking Texas A&M University

Hester L. Tinti Salem State University

Dianne M. Toebe University of Alaska Anchorage

Richard Lincoln Turner Florida Institute of Technology

Audrey L. Urquhart University of Florida

Douglas E. Utley North Carolina State University

Glenn A. Uto University of Hawaii

James E. Valentine West Virginia University

Nancy Van Vessem Florida State University

Laurel Vaughn University of Evansville

John W. Vessey Jr. University of Maryland

Ellyn S. Wagner Northern Arizona University

Michael R. Waller The University of Tulsa

Nancy E. Warner University of Southern California

James R. Warren Butler University

Richard Warren Michigan State University

Richard H. Westing University of California, Davis

Joel H. Westra University of Houston

P. Lynn Whichard East Carolina University

Robert S. Whitaker North Carolina State University

Vernon H. White Samford University

Brenda C. Williams University of Florida

John P. Williams Texas A&M University

Robert John Yamarik Cameron University

Norman E. Yoder Purdue University

Jeff A. Zadoks University of Illinois at Urbana-Champaign

April Zarifian University of South Florida

Robert P. Zielinski DePaul University

William Robert Zorrer II Pennsylvania State University

BRONZE SCHOLARSRonald A. Adkins Member at Large

Terry L. Allison California State University, Los Angeles

Revelyn K. Alpaugh Kansas State University

Robert A. Ashton University of Rhode Island

Steven R. Auvil Michigan State University

Jack L. Bacastow New Mexico State University

Gary Back University of Nevada, Reno

Adria Badagnani Butler University

Charles R. Bailey Jr. North Carolina State University

Natalie Rae Baker University of Montana

Kellie M. Baldwin University of Tennessee, Knoxville

Emily Katherine Bales University of California, Davis

Shirley J. Bales University of Houston

Paul W. Barnett Louisiana State University

Casey Robert Bartman Grand Valley State University

Annette M. Bauer The Ohio State University

David Beasley Pittsburg State University

Barbara Becker The University of Texas at Arlington

Heather A. Becker The University of Texas at Austin

Michael A. Beckman The Citadel

Ruth Ann Bell California State University, Los Angeles

L I S T of D O N O R S

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Arlie J. Bennett University of Michigan

Nancy J. Bentley University of Wisconsin–Eau Claire

Elizabeth Bentley University of North Georgia

Christopher M. Bertaut University of South Florida

Jane Marie Blackwell Armstrong Atlantic State University

Kevin M. Blake Florida Atlantic University

Rosina Bloomingdale University of Wisconsin–Milwaukee

Donna Gail Bock Southern Illinois University Edwardsville

Kimberly L. Bonner Pennsylvania State University

Louise A. Bookman University of Rhode Island

Markus Peter Brandt San Diego State University

Susan A. Brewer Arizona State University

Verna Bridgewater University of New Orleans

Ella M. Brooks University of Tennessee, Knoxville

Timothy W. Brooks Bradley University

Dewey A. Browder Austin Peay State University

Asalean Brown DePaul University

Samantha J. Brown St. Cloud State University

Paul C. Bryant Clemson University

Morris C. Buenemann Jr. Missouri University of Science and Technology

Bernard W. Byrum University of Toledo

Bruce A. Carlson Purdue University

Richard E. Carr Eastern New Mexico University

Katherine G. S. Carretti Pennsylvania State University

Susanne Carter California State University, Dominguez Hills

Anthony P. Cassata University of Wisconsin– Eau Claire

Carol Chandler California State University, Fresno

Winsome Ann Ching California State University, Sacramento

Clarice W. Choy California State University, San Bernardino

Barbara Anne Clark Widener University

Thomas E. Clemente Oklahoma State University

Nathan S. Clements Mississippi State University

Latoure P. Cofield University of Maryland

Roberta Lynn Cook The University of Texas at El Paso

Paula Ruth Copeland Mercer University

Thomas R. Cradick University of Missouri–St. Louis

David A. Cremers Washington State University

Joseph E. Curci Villanova University

John Paul Dalbec Youngstown State University

Jay M. Daly University of Massachusetts

Barbara J. Daniels University of Rhode Island

Russell M. Dart University of West Florida

Edgar E. Davis III University of South Florida

Richard Everett Davis University of Connecticut

Richard C. Davis Member at Large

Teresa De Venuto University of Louisville

Paul F. Deisler Jr. Texas A&M University

Susan K. Dill North Dakota State University

Marcia Dosser East Tennessee State University

Carol A. Dresser Salem State University

Geary A. Drost Oregon State University

Catherine M. Duffy University of South Florida

Patrick Michael Dunn Florida Atlantic University

Alistair Dyer Purdue University

Justin Kyle Edelson Widener University

Anthony C. Egbuna Auburn University

Joy K. Elledge University of Oklahoma

Donn G. Ellerbrock The Ohio State University

Virginia L. Erickson California State University, Sacramento

Jennifer Mardette Everett University of North Texas

Michael Faynik Western Illinois University

Charles Fazzaro University of Missouri–St. Louis

Lisa M. Featherer University of Delaware

Bruce L. Fellows California State University, Long Beach

Ophelia T. Fetter Lock Haven University of Pennsylvania

Claude L. Fightmaster Mercer University

Idhaliz Flores-Calderas University of Puerto Rico

Lafayette Frederick Washington State University

Thomas R. Frederick Cornell University

Samuel D. Friedel University of Maryland

Ellen H. Friedman Montclair State University

Eldon H. Garlisch Iowa State University

Lucille B. Garmon University of West Georgia

Gregory Geeting California State University, Sacramento

Thomas Anicattu George Kennesaw State University

Patricia Gernold-Ray University of Arkansas at Little Rock

Myra C. Gibson University of South Florida

Margie G. Gilbert University of Alabama at Birmingham

Frank W. Glazier University of Maryland

Barbara K. Goodman California State University, Dominguez Hills

Michael Stephen Grace Florida Institute of Technology

Ruth J. Green-Waite Youngstown State University

Mark D. Griffis Pennsylvania State University

David L. Griffith Southern Illinois University Edwardsville

Janette M. Griffith University of Maryland

Robert D. Haley Oregon State University

O. Winston Hampton Texas A&M University

Dalyte E. Hartsough Purdue University

Laura L. Hauer Northern Arizona University

Hunter Keith Hayes Auburn University

Joy L. Hendrick State University of New York at Cortland

Leland Jacob Hendrix Brigham Young University

Kathleen M. Higgins University of Missouri–Kansas City

Leeann Higgins Rochester Institute of Technology

Esther T. Hill University of Puget Sound

Mary Helen Hoffman University of Southern Maine

Shirley Holt Berea College

James E. Humelsine Pennsylvania State University

James D. Hunt University of Florida

Stephen E. Hupp The Virginia Military Institute

Gary M. Israel University of Arizona

Elsie D. Iteen California State University, Fresno

George C. Jackson II University of Puerto Rico

Bryan K. Jacobs University of Alabama at Birmingham

L I S T of D O N O R S

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William J. James Missouri University of Science and Technology

Danette Ifert Johnson West Virginia Wesleyan College

Jiri Jonas University of Illinois at Urbana-Champaign

Patricia J. Junio Kean University

Keith T. Kanemoto University of Hawaii

Fred Kelley Clarkson University

Virginia F. Keville Salem State University

Mary V. Kingery Arizona State University

Connie S. Kitts Virginia Commonwealth University

John W. Knapp The Virginia Military Institute

Andromahi Kontos State University of New York at Potsdam

Jine-Wen Kou University of Connecticut

Virgil Kovalenko Brigham Young University

Brenda J. Kropat The University of Tulsa

Douglas Scott Laabs Longwood University

Jane Ann Lamph University of Utah

Lindsey Edward Landreneau Louisiana State University

Barney Lewis Lane Member at Large

Jack Glen Larsen Northern Arizona University

Rosa V. Latimer Montclair State University

Jaime Leal Jr. California State University, Dominguez Hills

Laura Lein The University of Texas at Austin

Raymond Leisy Bowling Green State University

Gary A. Lewis Humboldt State University

Mike Lewis North Carolina State University

Ana M. Lilly Texas A&M University

Iva J. Lipton University of Rhode Island

Janet A. Lohan Georgia State University

Jason K. Longley Pennsylvania State University

Cleo I. Lucas Western Kentucky University

Mario C. Lucchesi University of Houston

Timothy Macklin Ohio Northern University

Norman Mallory Jr. University of South Florida

Les V. Manderscheid Michigan State University

Jonathan R. Mann Syracuse University

Theodore T. Maquire Pennsylvania State University

Carlos Roberto Martin California State University, Long Beach

John E. Mazuski California State University, Fresno

Amy Maureen Thompson McCandless College of Charleston

Brendan S. McCluskey Kean University

Georgia McCravey University of Georgia

Mary O. McCully University of Nebraska at Omaha

Richard R. McElwee Widener University

John W. McFadyen North Carolina State University

Clarellen McFerran Texas Tech University

Janet W. McKee University of Maryland

S. Morton McPhail Colorado State University

David L. Mehlum University of Arizona

Barbara M. Meise Montclair State University

Michael “Boots” J. Miller Missouri University of Science and Technology

K. Michael Mills University of the Pacific

Dale Joseph Misiek University of Connecticut

Susan J. Montgomery Eastern Michigan University

John W. Moore University of Wisconsin–Madison

Jesus Ulysses Morales San Diego State University

David Morgan III University of New Orleans

Michael T. Mormino Southern Illinois University Edwardsville

Kevin R. Mulford Millikin University

Ralph L. Nafziger Pennsylvania State University

Andrew J. Nelson California State University, Los Angeles

Linda A. Novak Carnegie Mellon University

Norine Elizabeth Noonan College of Charleston

John Oakberg University of Tennessee, Knoxville

Elizabeth G. O’Connell University of Maryland

Robert D. Olson University of Illinois at Urbana-Champaign

Lewis P. O’Neal Jr. Georgia College & State University

Laura Roberta Ortiz San Diego State University

Wilma J. Orton Member at Large

Neal O’Steen University of Tennessee, Knoxville

Arlene F. O’Tell University of Connecticut

Gordon R. Owen New Mexico State University

Lynn V. Patton Member at Large

Sarah Loomis Paul University of California, Davis

Craig T. Pearson University of Toledo

Denise Persons The University of Texas at Tyler

Robert K. Phillips University of Kansas

Anthony M. Pico Jr. Montclair State University

Paula L. Pinkley University of Tennessee at Martin

Glenn W. Poshard Southern Illinois University Carbondale

Cheryl M. Potocki Villanova University

Dorothy T. Potter Lynchburg College

Bernadette A. Powell University of New Orleans

Gigie P. Price San Diego State University

Braden Radcliff East Carolina University

Robyn L. Ragsdale University of Utah

Jeremy M. Reppy Indiana University of Pennsylvania

Patricia A. Rischar Western Illinois University

Maria Jovie Rodriguez Texas Woman’s University

Manuel F. Rodriguez-Perazza University of Puerto Rico

Ronald W. Rogowski University of Michigan

Carole L. Root Northern Arizona University

Robert M. Rosenfeld University of Georgia

Steven M. Rovnyak Cornell University

Diana Roy California State University, Fullerton

Sherri L. Sanders University of South Florida

Rebecca L. Scalio University of Delaware

Deborah Schade Iowa State University

James E. Schaeffer The University of Texas at Austin

Charlotte Schaub Florida Atlantic University

Robert J. Schoenhals Purdue University

August L. Schultz University of Utah

Douglas A. Schwartz University of Houston

Drusilla Scott Western Carolina University

Helen L. Scully Southern Oregon University

Patrick Timothy Shanahan Pennsylvania State University

Paul W. Sheets Purdue University

L I S T of D O N O R S

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Johnny J. Shepard Eastern Michigan University

Rudolph J. Shorette University of Maine

Jasvinder S. Sidhu University of Michigan

Kumar Vikram Singh Miami University

George J. Smidt University of Maryland

Debra B. Smith Montclair State University

Jeffrey Alan Smith New Mexico State University

Thelma C. Smith University of Maryland

Thomas N. Smith Member at Large

Gail Richard Snyder Western Illinois University

Stuart Lee Stewart Southeastern Louisiana University

James H. Stith The Ohio State University

Norma K. Stone University of Houston

Terrance R. Sullivan Idaho State University

Aaron W. Thorne Missouri State University

Robert W. Thresher Colorado State University

Martha C. Thrift Georgia Southern University

Harry H. Tomita California State University, Long Beach

Kathryn J. Trenholm University of Maine

Susan H. Trinkle Kutztown University

Caroline Elaine Tucsnak Kean University

Jack A. Turner University of South Carolina Upstate

Jane V. Turner University of South Carolina Upstate

Theresa M. Valiga Villanova University

Jean L. Vaughn Purdue University

Richard Carl Viinikainen University of Michigan

Mary E. Vonu University of Florida

Nina Maria Wallace New Mexico State University

Lynda N. Waller University of Georgia

Matthew Wallig University of Wyoming

Corinda S. Waters University of Maryland

Mark Owen Webb Texas Tech University

Alan J. Webb University of Arizona

Edward I. Weisiger North Carolina State University

Daniel Werner California State University, Sacramento

Ursula Wertz California State University, Sacramento

Mary Wessinger University of West Georgia

Emerson West Louisiana State University

Alicia R. Williams University of Maryland

John Eugene Wilson Virginia Polytechnic Institute & State University

George B. Winton United States Military Academy

Almeta R. Womack California State University, Long Beach

Thomas C. Yoksas University of Wyoming

Janet N. Younathan Louisiana State University

Lance Brendan Young University of West Florida

Sharon Gaines Young University of Houston

Thomas M. Yturbide Jr. University of Nevada, Reno

Jane A. Zaharias The Ohio State University

Candelari Zapata The University of Texas at Austin

David C. Zimmerman Montclair State University

Harold Edwin Zimnick Member at Large

Josef Zugschwert Eastern Michigan University

L I S T of D O N O R S Marcus Urann S O C I E T Y

Named for the founder of Phi Kappa Phi, the Marcus Urann Society includes those who have provided for the Society in their estate plans.

L.D. & Vicki Bond

Ruth E. Brasher

George & Agatha Burnett

Lisa Comeaux

Florence Dowling

Kathleen Greey

Louise Guild

Walter & Adelheid Hohenstein

Barbara Jones

Margaret McCaffee

Arthur A. Rezny

Robert & Carol Rogow

Marjorie Schoch

Rick A. Shale

Perry & Cindy Snyder

I f you have provided for Phi Kappa Phi in your estate plan, please contact Headquarters so that we may include you as well.

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LEADERSHIP

In 2012, Mary Todd, Ph.D., was named

executive director of The Honor

Society of Phi Kappa Phi, making her

the first woman to lead the 115-year-

old organization and only the 11th

individual to hold the position since

1900. Todd was initiated into Phi Kappa

Phi in 1993 at University of Illinois at

Chicago and later led a successful

petition to bring a chapter of Phi Kappa

Phi to Marshall University. Prior to being

named executive director, Todd served

as the founding dean of the Honors

College at Marshall since 2009.

“Mary brings a wealth of experience and

expertise to the role. She is a scholar,

a leader, and a true public servant. I

believe she has the strengths and

vision needed to strategically move the

Society forward.”

– Diane G. Smathers, Society President

“With Dr. Todd’s guidance, Phi Kappa Phi

can face its future with confidence as it

honors academic excellence, continues

to grow in members, and provides

service to others.”

– William A. Bloodworth Jr., Society Past President

Diane G. Smathers, Ed.D. Society President

Ray Sylvester, Ph.D. Society President-elect

William A. Bloodworth, Jr., Ph.D.Society Past President

Gypsy M. Denzine, Ph.D. Vice President for Fellowships & Awards

Curtis D. Black, Ph.D. Vice President for Finance

Angela Lumpkin, Ph.D.Vice President for Marketing & Member Benefits

Rick Shale, Ph.D.Vice President for Chapter Relations

Dewain L. Lee, Ph.D. Regional Vice President

Anita Welch, Ph.D. Regional Vice President

Trish KalivodaVice President At Large

John C. O’QuinnVice President At Large

Dianna SamuelsonVice President At Large

Bridgette CramVice President for Students

Oluseun “Sam” IdowuVice President for Students

Ryan D. WrightVice President for Students

Mary Todd, Ph.D. Society Executive Director

REGIONAL VICE PRESIDENTS

John O. Aje, D.Sc.Northeast Region

Mark Davis, Ph.D.Southeast Region

Missy Hopper, Ph.D.South Central Region

Dewain L. Lee, Ph.D.Western Region

Anita Welch, Ph.D. North Central Region

COUNCIL OF STUDENTS

Oluseun “Sam” IdowuSouth Central Region

Eleanor YuWestern Region

Ryan D. WrightNorth Central Region

Eryn DeBuhrNorth Central Region

Bridget DoughertyNortheast Region

Danielle MartinSoutheast Region

Ashley MatcheckWestern Region

Brittany NeavesNorth Central Region

Kristen WorthenSouth Central Region

Crystal WrigleySoutheast Region

BOARD OF DIREC TORS

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CURRENT ASSETS 2012 2011 Cash and cash equivalents $494,507 $1,606,722 Investments – marketable securities 37,944,803 34,837,744 Accrued interest receivable – 39,118 Inventory 110,598 136,421 Receivable from donor – 150,000 Accounts receivable and other assets 109,195 81,700

Total Current Assets 38,659,103 36,851,705

PROPERTY AND EQUIPMENT Land 114,000 114,000 Building 771,881 771,881 Furniture and equipment 1,178,386 1,124,452 Less: accumulated depreciation (1,119,953) (1,073,292) Property and equipment-net 944,314 937,041

OTHER ASSETS Investment-marketable securities-restricted 2,483,816 2,475,109 Total Assets $42,087,233 $40,263,855

CURRENT LIABILITIES Advance payment of dues $1,448,024 $1,486,628 Accounts payable and accrued expenses 293,523 331,792 Due to chapters 177,746 168,450 Advance payment – convention 30,435 –

Total Current Liabilities 1,949,728 1,986,870

LONG TERM LIABILITIES Advance payment of dues 373,914 371,682

Total liabilities 2,323,642 2,358,552

NET ASSETS Unrestricted 37,279,775 35,425,194 Temporarily restricted – 5,000 Permanently restricted 2,483,816 2,475,109

Total Net Assets 39,763,591 37,905,303

Total liabilities and net assets $42,087,233 $40,263,855

ASSETS

LIABILITIES & NET ASSETS

Combined Statements of Financial Position JUNE 30, 2012 and 2011

The Honor Society of Phi Kappa Phi And Phi Kappa Phi FoundationBaton Rouge, Louisiana

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TOTALREVENUES, GAINS AND OTHER SUPPORTContributions $172,737

Annual membership dues 2,038,917

Initiation fees 652,365

Active-for-life memberships 647,525

Dividends and interest 1,030,628

Net unrealized and realized gains on investments 286,929

Sales of emblems, certificates, etc. 307,364

Royalty income 132,873

Other 20,475

Total revenues, gains and other support 5,289,813

EXPENSESFellowship Program 325,850

Literacy Grants 25,000

Study Abroad Program 44,000

Scholar/Artist Program –

Love of Learning Award 40,000

Society headquarters salaries 979,409

Society headquarters office fringe benefits 308,586

Society headquarters office facilities and operation 203,902

Resale Items 400,465

Board of directors travel 40,619

Depreciation 77,801

Fundraising 34,646

Chapter support 69,270

Committee meetings 51,928

Marketing and Communications 236,659

Publications 275,952

Investment expense 93,037

Other society headquarters expenses 224,401

Convention expense –

Total Expenses 3,431,525

Transfers –

Change in net assets 1,858,288

Net assets at beginning of year 37,905,303

Net assets at end of year $39,763,591

2012

Combined Statement of Activities Year Ended June 30, 2012

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TOTALREVENUES, GAINS AND OTHER SUPPORTContributions $509,712Annual membership dues 1,993,679Initiation fees 667,995Active-for-life memberships 527,835Dividends and interest 834,597Net unrealized and realized gains on investments 4,854,854 Sales of emblems, certificates, etc. 267,305 Royalty income 132,768 Other 12,841

Total revenues, gains and other support 9,801,586

EXPENSESFellowship Program 324,240Literacy Grants 24,857Study Abroad Program 44,000Scholar/Artist Program 2,000Love of Learning Award 40,000Society headquarters salaries 1,129,354Society headquarters office fringe benefits 325,329Society headquarters office facilities and operation 203,529Resale Items 367,957Board of directors travel 37,675Depreciation 69,200Fundraising 17,870Chapter support 29,506Committee meetings 18,947Marketing and Communications 237,874Publications 256,460Investment expense 70,977Other society headquarters expenses 204,165Convention expense 125,505

Total Expenses 3,529,445

Transfers –

Change in net assets 6,272,141

Net assets at beginning of year 31,633,162

Net assets at end of year $37,905,303

2011

Combined Statement of Activities (Continued) Year Ended June 30, 2011

45,000,000

40,000,000

35,000,000

30,000,000

25,000,000

20,000,000

15,000,000

10,000,000

5,000,000

0

C O M B I N E D N E T A S S E T S

2010 2011 2012

34,000

33,500

33,000

32,500

31,500

31,000

30,500

30,000

29,500

29,000

N E W I N I T I A T E S

2010 2011 2012

33,409

32,621

30,779

32,292,617

37,905,30339,764,639

2010

36,135

2011

37,838

2012

39,697

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CASH FLOWS FROM OPERATING ACTIVITIES 2012 2011 Change in net assets $1,858,288 $6,272,141 Less donor-restricted contributions (8,707) (411,015)

1,849,581 5,861,126

ADJUSTMENTS TO RECONCILE CHANGES IN NET ASSETS TO NET CASH PROVIDED BY OPERATING ACTIVITIES Depreciation 77,801 69,200 Amortization & accretion of bond discount/premium 130 130 Gains on sales of marketable securities (1,362,499) (39,550) Unrealized appreciation/depreciation of marketable securities 1,073,982 (4,276,232) Obsolete inventory write-off – (879) In-kind donations _ (106,338)CHANGES IN OPERATING ASSETS AND LIABILITIES Accrued interest receivable 39,118 4,231 Inventory 25,823 (33,704) Accounts receivable and other assets (27,495) 39,410 Receivable from bequest 150,000 (150,000) Advance payment of dues (36,372) 74,397 Advance payment-convention 30,435 (24,412) Accounts payable and accrued expenses (46,972) 145,587 Due to chapters 9,296 7,570 Net Cash provided by operating activities 1,782,828 1,570,536

CASH FLOWS FROM INVESTING ACTIVITIES Purchase of marketable securities (37,699,427) (3,308,668) Proceeds from sales & maturities of marketable securities 34,880,751 1,423,262 Purchases of property & equipment (85,074) (74,662) New cash used in investing activities (2,903,750) (1,960,068)

CASH FLOWS FROM FINANCING ACTIVITIES Donor-restricted contributions 8,707 411,015 Net cash provided by financing activities 8,707 411,015

Net (decrease)/increase in cash & cash equivalents (1,112,215) 21,483 Cash & cash equivalents at beginning of year 1,606,722 1,585,239

Cash & cash equivalents at end of year $494,507 $1,606,722

Combined Statements of Cash Flows

Years Ended June 30, 2012 and 2011

2010 2011 2012

45,000,000

40,000,000

35,000,000

30,000,000

25,000,000

20,000,000

15,000,000

10,000,000

5,000,000

0

I N V E S T M E N T S140,000

120,000

100,000

80,000

60,000

40,000

20,000

0

A C T I V E M E M B E R S

LIFE

REGULAR

32,384,041

38,802,28640,794,927

77,083 74,25771,872

7576 G O O D W O O D B LV D. , B ATO N R O U G E , L A 7 0 8 0 6 | I N F O @ P H I K A P PA P H I . O R G | 1 . 8 0 0 . 8 0 4 . 9 8 8 0