Civic Intelligence

Phi Theta Kappa Foundation

EIN 20-5469890 • 501(c)3 • Jackson, MS

Profile

The mission of the phi theta kappa foundation is to secure the financial resources to support the values, vision, and priorities of the phi theta kappa honor society.

1625 Eastover DriveJackson, MS 39211

www.ptkfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.17x

Higher debt load relative to assets than 49% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

79th percentile

0.93x

Higher debt load relative to revenue than 79% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

61st percentile

9.7%

Higher net margin than 61% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

63rd percentile

9.1%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

30%

Faster revenue growth than 79% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$17,874,262

Up $1,493,074 (+9.1%) from 2023

Liabilities

Up

$3,085,526

Up $438,184 (+17%) from 2023

Net Assets

Up

$14,788,736

Up $1,054,890 (+7.7%) from 2023

Operations
Liabilities / Revenue79th percentileNet Margin61st percentile

Revenue

Up

$3,322,097

Up $771,104 (+30%) from 2023

Expenses

Up

$3,000,169

Up $922,859 (+44%) from 2023

Net Income

Down

$321,928

Down $151,755 (-32%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2010: $4,089,727Liabilities 2010: $627,414Net Assets 2010: $3,462,3132010Assets 2011: $5,676,450Liabilities 2011: $88,251Net Assets 2011: $5,588,1992011Assets 2012: $6,849,795Liabilities 2012: $511,657Net Assets 2012: $6,338,1382012Assets 2013: $6,362,732Liabilities 2013: $492,980Net Assets 2013: $5,869,7522013Assets 2014: $6,754,180Liabilities 2014: $376,958Net Assets 2014: $6,377,2222014Assets 2015: $6,811,787Liabilities 2015: $397,056Net Assets 2015: $6,414,7312015Assets 2016: $8,683,623Liabilities 2016: $382,768Net Assets 2016: $8,300,8552016Assets 2017: $10,243,756Liabilities 2017: $573,550Net Assets 2017: $9,670,2062017Assets 2018: $10,579,171Liabilities 2018: $363,025Net Assets 2018: $10,216,1462018Assets 2019: $12,772,198Liabilities 2019: $499,189Net Assets 2019: $12,273,0092019Assets 2020: $14,027,367Liabilities 2020: $475,914Net Assets 2020: $13,551,4532020Assets 2021: $15,489,995Liabilities 2021: $1,155,343Net Assets 2021: $14,334,6522021Assets 2022: $12,254,762Liabilities 2022: $206,148Net Assets 2022: $12,048,6142022Assets 2023: $16,381,188Liabilities 2023: $2,647,342Net Assets 2023: $13,733,8462023Assets 2024: $17,874,262Liabilities 2024: $3,085,526Net Assets 2024: $14,788,7362024

Highlighted filing

2024

Assets$17,874,262
Liabilities$3,085,526
Net Assets$14,788,736
Open 2024 Filing

Operations Trend

Revenue Growth79th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $265,7632010Revenue 2011: $3,757,239Expenses 2011: $1,450,217Net Income 2011: $2,307,0222011Expenses 2012: $2,847,5412012Revenue 2013: $2,100,035Expenses 2013: $2,886,348Net Income 2013: -$786,3132013Revenue 2014: $2,436,191Expenses 2014: $1,826,162Net Income 2014: $610,0292014Revenue 2015: $2,170,583Expenses 2015: $1,985,064Net Income 2015: $185,5192015Revenue 2016: $3,579,409Expenses 2016: $1,973,024Net Income 2016: $1,606,3852016Revenue 2017: $3,582,166Expenses 2017: $3,040,222Net Income 2017: $541,9442017Revenue 2018: $4,378,312Expenses 2018: $2,891,346Net Income 2018: $1,486,9662018Revenue 2019: $3,826,872Expenses 2019: $3,183,720Net Income 2019: $643,1522019Revenue 2020: $3,372,545Expenses 2020: $2,864,848Net Income 2020: $507,6972020Revenue 2021: $3,990,194Expenses 2021: $4,212,207Net Income 2021: -$222,0132021Revenue 2022: $2,585,211Expenses 2022: $2,444,077Net Income 2022: $141,1342022Revenue 2023: $2,550,993Expenses 2023: $2,077,310Net Income 2023: $473,6832023Revenue 2024: $3,322,097Expenses 2024: $3,000,169Net Income 2024: $321,9282024

Highlighted filing

2024

Revenue$3,322,097
Expenses$3,000,169
Net Income$321,928
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$17,874,262
Liabilities
$3,085,526
Net assets
$14,788,736
Revenue
$3,322,097
Expenses
$3,000,169
Net income
$321,928
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.9$3.09$14.8$3.32$3.00$0.32
2023Summary only. Only limited summary data is available for this year.$16.4$2.65$13.7$2.55$2.08$0.47
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.3$0.21$12.0$2.59$2.44$0.14
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.5$1.16$14.3$3.99$4.21$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$0.48$13.6$3.37$2.86$0.51
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.8$0.50$12.3$3.83$3.18$0.64
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$0.36$10.2$4.38$2.89$1.49
2017Summary only. Only limited summary data is available for this year.$10.2$0.57$9.67$3.58$3.04$0.54
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.68$0.38$8.30$3.58$1.97$1.61
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.81$0.40$6.41$2.17$1.99$0.19
2014Detailed filing. Detailed filing data is available for this year.$6.75$0.38$6.38$2.44$1.83$0.61
2013Detailed filing. Detailed filing data is available for this year.$6.36$0.49$5.87$2.10$2.89$0.79
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.85$0.51$6.34$2.85
2011Summary only. Only limited summary data is available for this year.$5.68$0.09$5.59$3.76$1.45$2.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.09$0.63$3.46$0.27
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 17, 2023
Return Version
2022v5.0
Gross Receipts
$3,966,957
Mission and Program Overview

Mission

The mission of the phi theta kappa foundation is to secure the financial resources to support the values, vision, and priorities of the phi theta kappa honor society.

The purpose of phi theta kappa foundation is to secure the financial resources to support the values, vision, and priorities of the phi theta kappa honor society.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$13,714,268$11,290,266▼ $2,424,002
Cash and Non-Interest-Bearing Accounts$1,251,413$836,330▼ $415,083
Pledges and Grants Receivable$249,080$90,889▼ $158,191
Savings and Temporary Cash Investments$265,234$27,277▼ $237,957
Total Assets$15,489,995$12,254,762▼ $3,235,233
Other Assets Total$10,000$10,000→ $0
Liabilities
Other Liabilities$1,155,343$206,148▼ $949,195
Total Liabilities$1,155,343$206,148▼ $949,195
Net Assets / Fund Balance
Net Assets With Donor Restrictions$10,239,983$8,805,289▼ $1,434,694
Net Assets Without Donor Restrictions$4,094,669$3,243,325▼ $851,344
Total Net Assets Fund Balance$14,334,652$12,048,614▼ $2,286,038
Total Liabilities and Net Assets / Fund Balance$15,489,995$12,254,762▼ $3,235,233

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$227,053--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$10,846,269$79,499▼ $1,657,526-$8,989,772
2021$10,269,492$204,615▲ $1,263,389-$10,846,269
2020$9,228,092$118,805▲ $1,190,086-$10,269,492
2019$7,655,782$327,440▲ $1,488,036-$9,228,092
2018$6,838,840$1,323,276▼ $377,151-$7,655,782
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Dr Willis LottChair
Monica MarloweExecutive Director
Dr Jason ScalesTrustee
Dr Michael ChippsTrustee
Jane Hale HopkinsTrustee
Jodi HarrisTrustee
Lou OberndorfTrustee
Paige B ChandlerCFO
Dr George BoggsInternational Honorary Mem
Dr Lynn Tincher-ladnerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$2,087,133
Program Service Revenue
$0
Investment Income
$467,814
Other Revenue
$30,264
All Other Contributions
$2,055,956
Change in Net Assets
$141,134

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$449,930Fair Market Value
Total Noncash Contributions1$449,930-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,537,465
Revenue Not Reported on Financial Statements
$47,746
Revenue Not Reported on Form 990
$-2,418,826
Total Revenue per Audited Statements
$118,639
Total Revenue per Form 990
$2,585,211
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,844,564
Salaries, Compensation, and Employee Benefits$414,520
Other Expenses$184,993
Total Fundraising Expense$168,990
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,844,564--$1,844,564
Other Salaries and Wages$78,488$132,409$135,700$346,597
Fees for Service Investment Mgmnt Fees-$47,746-$47,746
Other Employee Benefits$7,309$10,804$7,175$25,288
Payroll Taxes$6,452$10,079$8,643$25,174
Fees for Services Accounting-$18,960-$18,960
Pension Plan Contributions$4,226$6,568$6,667$17,461
All Other Expenses$6,959$6,927$872$14,758
Depreciation Depletion$6,966$5,596-$12,562
Occupancy$2,891$2,869$2,869$8,629
Advertising$6,021$378$1,872$8,271
Other Expenses$5,760$250$1,680$7,690
Travel$3,421$366$1,796$5,583
Office Expenses$93$494-$587
Total Functional Expenses$2,014,674$260,413$168,990$2,444,077

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,444,077
Total Expenses per Audited Statements$2,404,677
Expenses per Audited Statements$2,396,331
Expenses Not Reported on Financial Statements$47,746
Expenses Not Reported on Form 990$8,346
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phi Theta KappaJackson, MS501(c)(3)Scholarship Programs, Conventions Sponsorships, and Grant Programs$1,844,564
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$12,514
Fundraising Direct Expenses$6,266
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
5k Run/walk$43,691$12,514$6,266$6,248
Total Events$43,691$12,514$6,266$6,248
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Phi Theta Kappa$185,148
Deferred Revenue$21,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Management of phi theta kappa coordinates and reviews the form 990 preparation with an independent accounting firm in conjunction with the completion of an annual financial statement audit. The executive director of phi theta kappa foundation reviews the return and then sends to the of the board of trustees for approval. The return is made available to the full board of trustees prior to the return being signed and filed by the cfo.”

Form 990, Part VI, Section B, Line 12C

“The phi theta kappa foundation board reviews the current conflict of interest policy at the annual board meeting each year. Time is set aside for a discussion pertaining to conflict of interest issues at each trustee meeting, and each trustee is required to sign the form at the beginning of each trustee meeting.”

Form 990, Part VI, Section B, Line 15

“Phi theta kappa board of directors authorized committee utilizes due diligence and procedures including the examination of comparable data during the deliberation and decision of compensation for top management, officers and key employees. This deliberation and decision includes contemporaneous substantiation.”

Form 990, Part VI, Section C, Line 18

“The organization makes its form 1023 and form 990 available to the public upon request.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Phi Theta Kappa Foundation
EIN
20-5469890
Phone
6019843504
Address
1625 EASTOVER DRIVE, JACKSON, MS 39211

Signing Officer

Name
Paige Chandler
Title
CFO
Phone
6019843504
Signed
2023-08-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Monica Marlowe
Formed
2006
Legal Domicile
Ms
Voting Board Members
9
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Horne Llp
Address
661 SUNNYBROOK ROAD STE 100, RIDGELAND, MS 39157
Preparer
Amie Whittington Dean CPA
Phone
6013261000
Supplemental Narrative

Additional Explanations

Part 1, Line 6

“Phi theta kappa foundation services are derived from full-time and part-time volunteer activities. Volunteer estimates are based on current year board members' activities performed to support the mission of the foundation.”

Form 990, Part XII, Line 2C

“There have been no changes from the prior year in the way the organization selects and monitors the auditor.”

Financial Statement Notes

PART V, LINE 4:

“The current position of the foundation includes investments in cash and cash equivalents. The intent of the foundation is to maintain an investment portfolio with a moderate rate of return. The intended use of endowment funds are defined by a written agreement between the donor and the organization. The general purpose of an endowment is to provide funding to support scholarships and programs in perpetuity, by only disbursing earned income and preserving the corpus of the fund.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Endowment distributions reinvested to corpus 2,080. Fundraising expense net with revenue 6,266.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expense net with revenue 6,266. Endowment distributions reinvested to corpus 2,080.”

Raw XML AppendixShowing 400 of 722 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE PURPOSE OF PHI THETA KAPPA FOUNDATION IS TO SECURE THE FINANCIAL RESOURCES TO SUPPORT THE VALUES, VISION, AND PRIORITIES OF THE PHI THETA KAPPA HONOR SOCIETY.
IRS990/AdvertisingGrp/FundraisingAmt01872
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0378
IRS990/AdvertisingGrp/ProgramServicesAmt06021
IRS990/AdvertisingGrp/TotalAmt08271
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IRS990/AllOtherExpensesGrp/FundraisingAmt0872
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt06927
IRS990/AllOtherExpensesGrp/ProgramServicesAmt06959
IRS990/AllOtherExpensesGrp/TotalAmt014758
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MONICA MARLOWE
IRS990/BooksInCareOfDetail/PhoneNum06019843504
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01625 EASTOVER DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0JACKSON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MS
IRS990/BooksInCareOfDetail/USAddress/ZIPCd039211
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IRS990/CashNonInterestBearingGrp/EOYAmt0836330
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IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContriRptFundraisingEventAmt031177
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02087133
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IRS990/CYTotalRevenueAmt02585211
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IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
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IRS990/DepreciationDepletionGrp/ProgramServicesAmt06966
IRS990/DepreciationDepletionGrp/TotalAmt012562
IRS990/Desc0THE PHI THETA KAPPA FOUNDATION'S PURPOSE IS TO RAISE AND OVERSEE THE VOLUNTARY PRIVATE SUPPORT OF TIME, TALENT, AND FINANCIAL CONTRIBUTIONS TO SUPPORT AND ADVANCE THE MISSION, VISION AND PRIORITIES OF PHI THETA KAPPA HONOR SOCIETY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
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IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02014674
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt018960
IRS990/FeesForServicesAccountingGrp/TotalAmt018960
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IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt047746
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt819956
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt918356
IRS990/Form990PartVIISectionAGrp/PersonNm0DR WILLIS LOTT
IRS990/Form990PartVIISectionAGrp/PersonNm1DR GEORGE BOGGS
IRS990/Form990PartVIISectionAGrp/PersonNm2LOU OBERNDORF
IRS990/Form990PartVIISectionAGrp/PersonNm3JANE HALE HOPKINS
IRS990/Form990PartVIISectionAGrp/PersonNm4JODI HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm5DR JASON SCALES
IRS990/Form990PartVIISectionAGrp/PersonNm6DR MICHAEL CHIPPS
IRS990/Form990PartVIISectionAGrp/PersonNm7DR LYNN TINCHER-LADNER
IRS990/Form990PartVIISectionAGrp/PersonNm8MONICA MARLOWE
IRS990/Form990PartVIISectionAGrp/PersonNm9PAIGE B CHANDLER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0SCHWAB FUNDAMENTAL INTL LARGE CO INDEX
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IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2SCHWAB FUNDAMENTAL US SMALL CO INDEX
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc3SCHWAB INTERNATIONAL INDEX FUND
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc4SCHWAB SHORT-TERM BOND INDEX FUND
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc5SCHWAB TOTAL STOCK MARKET INDEX
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc6SCHWAB US AGG BOND INDEX FD
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IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc9VANGUARD TOTAL BOND MARKET INDEX FUND ADMIRAL SHARES
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IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc11VANGUARD TOTAL BOND
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