The Endowment Fund of the PHI Kappa PSI Fraternity
Donations deductibleThe Endowment Fund of the PHI Kappa PSI Fraternity's network
16 peoplei16 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (16). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
16 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 16 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Timothy P McCourt Chair | Chairman | 2018 | 8 yrs |
| ARI J Officer (also filed as ARI Officer) | Trustee | 2018 | 8 yrs |
| Bruce A Jackson | Treasurer | 2018 | 8 yrs |
| Carl J Stoney JR | Trustee | 2018 | 8 yrs |
| Charles J Maxwell JR | Trustee | 2023 | 3 yrs |
| Christopher J Hedberg | Trustee | 2018 | 8 yrs |
| David S Moyer | Trustee | 2023 | 3 yrs |
| Donald V Fites | Trustee | 2018 | 8 yrs |
| Frederick A Hegele | Trustee | 2018 | 8 yrs |
| Jerry C Watson | Trustee | 2021 | 5 yrs |
| John H Pierce | Company secretary | 2021 | 5 yrs |
| John R Murray JR | Trustee | 2023 | 3 yrs |
| Karl D Brensike | Trustee | 2019 | 7 yrs |
| Randall W Schnack (also filed as Randall Schnack) | Vice Chairman | 2020 | 6 yrs |
| Robert W Dudley | Trustee | 2022 | 4 yrs |
| Wayne W Wilson | Trustee | 2018 | 8 yrs |
Officers and senior leadership
8 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Benjamin S M Nicol | Chief Executive Officer | since 2018 |
| Drew M Thawley | Chief Advancement Officer | since 2018 |
| James L Koenig | Controller | 2018 |
| James L Koening 119-719 | Controller | 2019 |
| Lee Fuller | VP of Development | 2024 |
| Pamela Hawkins 419-1219 | Chief Financial Officer | 2019 |
| Pamela P Hawkins | Chief Financial Officer | since 2020 |
| Zack T Longwell | Chief Executive Officer of Nli | since 2021 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Benjamin S Nicol | Chief Executive Officer | 40 | $207k | $24k | |
| Drew M Thawley | Chief Advancement Officer | 40 | $172k | $47k | |
| Pamela P Hawkins | Chief Financial Officer | 40 | $146k | $10k | |
| Lee Fuller | VP of Development | 40 | $106k | $17k | |
| Timothy P McCourt | Chairman | 10 | $0 | ||
| Randall W Schnack | Vice Chairman | 4 | $0 | ||
| Bruce A Jackson | Treasurer | 6 | $0 | ||
| John H Pierce | Secretary | 6 | $0 | ||
| Karl D Brensike | Trustee | 4 | $0 | ||
| Robert W Dudley | Trustee | 5 | $0 | ||
| Donald V Fites | Trustee | 5 | $0 | ||
| Christopher J Hedberg | Trustee | 0.5 | $0 | ||
| Frederick A Hegele | Trustee | 5 | $0 | ||
| Charles J Maxwell Jr | Trustee | 8 | $0 | ||
| David S Moyer | Trustee | 2 | $0 | ||
| John R Murray Jr | Trustee | 2 | $0 | ||
| Ari J Officer | Trustee | 3 | $0 | ||
| Carl J Stoney Jr | Trustee | 5 | $0 | ||
| Jerry C Watson | Trustee | 0.5 | $0 | ||
| Wayne W Wilson | Trustee | 5 | $0 |
Colorado roster
21 listediOfficers, directors and trustees from the latest filing with the Colorado Secretary of State (document 20253037198). Titles are as filed; some entries are registered agents or custodians of records rather than board members. Source: data.colorado.gov, public domain.| Name | Title as filed |
|---|---|
| Benjamin S. Nicol | Chief Executive Officer |
| Donald V. Fites | Trustee |
| Timothy McCourt | Chairman |
| Bruce A. Jackson | Treasurer |
| John H. Pierce | Secretary |
| Karl D. Brensike | Trustee |
| Drew M. Thawley | Chief Advancement Officer |
| Randall W. Schnack | Vice Chairman |
| Jerry C. Watson | Trustee |
| Robert W. Dudley | Trustee |
| Frederick A. Hegele | Trustee |
| Wayne W. Wilson | Trustee |
| Ari J. Officer | Trustee |
| Christopher J. Hedberg | Trustee |
| David S. Moyer | Trustee |
| Charlie J. Maxwell, Jr. | Trustee |
| Pamela Hawkins | |
| John R. Murray | Trustee |
| Pamela P. Hawkins | Chief Financial Officer |
| Carl J. Stoney | Trustee |
| John D. Watkins, Jr. | Trustee |
About
- Legal name
- The Endowment Fund of the Phi Kappa Psi Fraternity
- EIN
- 366130655
- Address
- 5395 Emerson Way, Indianapolis, IN, 46226-1415
- State
- Indiana
- Mission
- To foster the development of leaders and to promote academic excellence in higher education by providing students with scholarships and awards and by supporting educational projects and programs for their benefit. (as filed on the Form 990)
- Activity (NTEE)
- B82 Education
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Education
- Size band
- 9 (IRS master file code)
- Formed
- 1922
- Principal officer
- Benjamin S M Nicol (as named on the Form 990)
- IRS ruling date
- 1 October 1988
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsTimothy P McCourt
≥8years on the filingsARI J Officer
≥8years on the filingsBruce A Jackson
≥8years on the filingsCarl J Stoney JR
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $82.9m
- Total liabilities
- $914k
- Net assets or fund balances
- $81.9m
- Contributions and grants received
- $1.8m
- Program service revenue
- $90k
- Grants and similar paid out
- $664k
- Employees
- 24
- Volunteers
- 127
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $6.3m | $4.2m | $2.1m |
As filed on the IRS Form 990. US dollars.
Grants paid
5 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Ohio Delta Company | Educational operating grants | $67k |
| Indiana Epsilon House Corporation | Education area grants | $58k |
| Georgia Alpha Housing Corporation | Educational area grants | $23k |
| University of Illinois Association of Phi Kappa Psi | Education area grants | $15k |
| Phi Kappa Psi Fraternity Inc | Educational program grant | $6k |