Liabilities / Assets
30th percentile
Higher debt load relative to assets than 30% of similar nonprofits.
990 • Fiscal year 2014 • EIN 20-5469890
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
30th percentile
Higher debt load relative to assets than 30% of similar nonprofits.
Liabilities / Revenue
45th percentile
Higher debt load relative to revenue than 45% of similar nonprofits.
Net Margin
82nd percentile
Higher net margin than 82% of similar nonprofits.
Top Officer Pay
97th percentile
Higher top officer pay than 97% of similar nonprofits.
Top officer pay equals 32.9% of source-year revenue.
Asset Growth
61st percentile
Faster asset growth than 61% of similar nonprofits.
Revenue Growth
73rd percentile
Faster revenue growth than 73% of similar nonprofits.
Assets
Up$6,754,180
Up $391,448 (+6.2%) from 2013
Net Assets
Up$6,377,222
Up $507,470 (+8.6%) from 2013
Liabilities
Down$376,958
Down $116,022 (-24%) from 2013
Revenue
Up$2,436,191
Up $336,156 (+16%) from 2013
Expenses
Down$1,826,162
Down $1,060,186 (-37%) from 2013
Net Income
Up$610,029
Up $1,396,342 (+178%) from 2013
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments Program Related | $5,348,499 | $5,903,146 | ▲ $554,647 |
| Cash and Non-Interest-Bearing Accounts | $648,391 | $421,276 | ▼ $227,115 |
| Pledges and Grants Receivable | $191,978 | $255,621 | ▲ $63,643 |
| Savings and Temporary Cash Investments | $152,484 | $154,737 | ▲ $2,253 |
| Accounts Receivable | $12,238 | $0 | ▼ $12,238 |
| Total Assets | $6,362,732 | $6,754,180 | ▲ $391,448 |
| Other Assets Total | $9,142 | $19,400 | ▲ $10,258 |
| Liabilities | |||
| Other Liabilities | $492,980 | $376,958 | ▼ $116,022 |
| Total Liabilities | $492,980 | $376,958 | ▼ $116,022 |
| Net Assets / Fund Balance | |||
| Permanently Rstr Net Assets | $3,814,070 | $3,983,847 | ▲ $169,777 |
| Unrestricted Net Assets | $1,138,470 | $1,232,717 | ▲ $94,247 |
| Temporarily Rstr Net Assets | $917,212 | $1,160,658 | ▲ $243,446 |
| Total Net Assets Fund Balance | $5,869,752 | $6,377,222 | ▲ $507,470 |
| Total Liabilities and Net Assets / Fund Balance | $6,362,732 | $6,754,180 | ▲ $391,448 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Investment Program Related Org | $19,807 | - | - |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2014 | $5,179,156 | $247,145 | ▲ $336,171 | - | $5,602,664 |
| 2013 | $4,468,243 | $313,479 | ▲ $500,142 | - | $5,179,156 |
| 2012 | $3,598,178 | $494,560 | ▲ $453,704 | - | $4,468,243 |
| 2011 | $3,457,532 | $251,828 | ▼ $111,182 | - | $3,598,178 |
| 2010 | $2,269,930 | $989,414 | ▲ $198,188 | - | $3,457,532 |
| Name | Title | Full / Part Time | Other | Total |
|---|---|---|---|---|
| Steven D Mulhollen | Chief Financial Officer | - | $140,844 | $140,844 |
| Dr Nancy L Rieves | Executive Director | PT | $129,251 | $129,251 |
| Dr Jo Marshall | Vice Chair | - | $6,072 | $6,072 |
| Name | Title |
|---|---|
| Dr Matthew J Quinn | Chair |
| Cassius O Johnson | Trustee |
| Dr David Shinn | Trustee |
| Dr E Ann Mcgee | Trustee |
| Dr George Boggs | Trustee |
| Dr Janice R Freeman | Trustee |
| Dr Joyce F Freeman | Trustee |
| Jorge a Plasencia | Trustee |
| Lou Oberndorf | Trustee |
| Mirta Ojito | Trustee |
| Raymond D Hites | Trustee |
| Westley M Moore | Trustee |
| Dr Rod a Risley | Secretary |
| Mark Davis | Treasurer |
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Other Non Cash Contri Table | 1 | $293,721 | Fair Market Value |
| Works of Art | 1 | $10,000 | Appraisal |
| Total Noncash Contributions | 2 | $303,721 | - |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $1,134,958 |
| Salaries, Compensation, and Employee Benefits | $409,506 |
| Other Expenses | $281,698 |
| Total Fundraising Expense | $142,770 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $1,134,958 | - | - | $1,134,958 |
| Other Salaries and Wages | $127,645 | $133,290 | $77,732 | $338,667 |
| Fees for Service Investment Mgmnt Fees | - | $59,467 | - | $59,467 |
| Insurance | $54,613 | - | - | $54,613 |
| All Other Expenses | $24,848 | $6,217 | $3,032 | $34,097 |
| Other Employee Benefits | $16,916 | $11,358 | $4,888 | $33,162 |
| Travel | $12,439 | $9,436 | $1,024 | $22,899 |
| Payroll Taxes | $8,000 | $9,393 | $4,713 | $22,106 |
| Pension Plan Contributions | $5,960 | $6,034 | $3,577 | $15,571 |
| Fees for Services Accounting | $1,543 | $8,223 | $1,314 | $11,080 |
| Other Expenses | $2,048 | $6,156 | $1,457 | $9,661 |
| Occupancy | $2,950 | $2,942 | $2,942 | $8,834 |
| Depreciation Depletion | $4,094 | $1,594 | $177 | $5,865 |
| Office Expenses | $102 | $1,967 | $337 | $2,406 |
| Advertising | $1,096 | $832 | $67 | $1,995 |
| Total Functional Expenses | $1,414,167 | $269,225 | $142,770 | $1,826,162 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $1,826,162 |
| Expenses per Audited Statements | $1,748,659 |
| Total Expenses per Audited Statements | $1,748,659 |
| Expenses Not Reported on Financial Statements | $77,503 |
| Other Expense Adjustments | $77,503 |
| Expenses Not Reported on Form 990 | $0 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Phi Theta Kappa | Jackson, MS | 501(c)(3) | Scholarship Programs, Conventions Sponsorships, and Grant Programs | $1,134,958 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Due to Phi Theta Kappa | $283,958 |
| Deferred Rev. | $93,000 |
“Janice r. Freeman and joyce f. Freeman, board members, are sisters.”
“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 chairman and treasurer 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 chief financial officer.”
“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. At any time, legal counsel is available if there are issues in question.”
“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.”
“The organization makes its form 1023 and form 990 available to the public upon request.”
“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”
“In addition to the hours listed, employees also work additional hours for phi theta kappa society, a related organization.”
“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.”
“Endowment distributions reinvested to corpus 1,194.”
“There have been no changes from the prior year in the way the organization selects and monitors the auditor.”
“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.”
“The foundation is a non-profit organization that is exempt from income taxes under section 501(c)(3) of the internal revenue code. The foundation qualifies for the charitable contribution deduction under section 170(b)(1)(a) and has been classified as an organization that is not a private foundation under section 509(a)(2). The organization has determined that there are no significant uncertain tax positions as of december 31, 2014 and 2013. All tax periods after 2010 remain open to examination by the federal and state taxing jurisdictions to which the organization is subject.”
“Endowment distributions reinvested to corpus 1,194. Expenses classified as income on audit -18,036. Expenses netted with income on audit -59,467.”
“Expenses classified as income on audit 18,036. Expenses netted with income on audit 59,467.”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 12238 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | 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. |
| IRS990/AdvertisingGrp/FundraisingAmt | 0 | 67 |
| IRS990/AdvertisingGrp/ManagementAndGeneralAmt | 0 | 832 |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 1096 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 1995 |
| IRS990/AllOtherContributionsAmt | 0 | 1653369 |
| IRS990/AllOtherExpensesGrp/FundraisingAmt | 0 | 3032 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 6217 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 24848 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 34097 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | NANCY L RIEVES |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 6019843504 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1625 EASTOVER DRIVE |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | JACKSON |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MS |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 39211 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 648391 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 421276 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 1 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 1 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 1947090 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 1134958 |
| IRS990/CYInvestmentIncomeAmt | 0 | 489101 |
| IRS990/CYOtherExpensesAmt | 0 | 281698 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 610029 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 409506 |
| IRS990/CYTotalExpensesAmt | 0 | 1826162 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 142770 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 2436191 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 1 |
| IRS990/DeductibleNonCashContriInd | 0 | 1 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/FundraisingAmt | 0 | 177 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 1594 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 4094 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 5865 |
| IRS990/Desc | 0 | THE 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/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 1414167 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 1 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/FundraisingAmt | 0 | 1314 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 8223 |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 1543 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 11080 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 59467 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 59467 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 30.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 8.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 15 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 12808 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 347753 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 18916 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | DR NANCY L RIEVES |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | DR MATTHEW J QUINN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | DR JO MARSHALL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | MARK DAVIS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | DR ROD A RISLEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | WESTLEY M MOORE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | MIRTA OJITO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | DR DAVID SHINN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | JORGE A PLASENCIA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | DR JANICE R FREEMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | DR JOYCE F FREEMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | RAYMOND D HITES |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | DR E ANN MCGEE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | LOU OBERNDORF |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | DR GEORGE BOGGS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | CASSIUS O JOHNSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | STEVEN D MULHOLLEN |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 116443 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 6072 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 454572 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 16 | 121928 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | EXECUTIVE DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | VICE CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | CHIEF FINANCIAL OFFICER |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 2006 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 377334 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 16 |
| IRS990/GrantAmt | 0 | 1134958 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 1134958 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 1134958 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 6911119 |
| IRS990/GrossReceiptsAmt | 0 | 8969976 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 13 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 54613 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 54613 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 111767 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 111767 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsProgramRelatedGrp/BOYAmt | 0 | 5348499 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 5903146 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | MS |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 6533785 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 5869752 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 6377222 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 377334 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 377334 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -103753 |
| IRS990/NoncashContributionsAmt | 0 | 303721 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/FundraisingAmt | 0 | 2942 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 2942 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 2950 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 8834 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 337 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 1967 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 102 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 2406 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 9142 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 19400 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 1194 |
| IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt | 0 | 4888 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 11358 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 16916 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 33162 |
| IRS990/OtherExpensesGrp/Desc | 0 | PRINTING |
| IRS990/OtherExpensesGrp/Desc | 1 | SUBSISTENCE |
| IRS990/OtherExpensesGrp/Desc | 2 | POSTAGE |
| IRS990/OtherExpensesGrp/Desc | 3 | DUES AND SUBSCRIPTIONS |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 28422 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 983 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 2 | 12105 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 3 | 1457 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 1024 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 10699 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 593 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 3 | 6156 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 1290 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 15432 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 233 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 2048 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 30736 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 27114 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 12931 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 9661 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 492980 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 376958 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 77732 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 133290 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 127645 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 338667 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 4713 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 9393 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 8000 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 22106 |
| IRS990/PensionPlanContributionsGrp/FundraisingAmt | 0 | 3577 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 6034 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 5960 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 15571 |
| IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt | 0 | 3814070 |
| IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt | 0 | 3983847 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 191978 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 255621 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | NANCY L RIEVES |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 1841163 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 2318153 |
| IRS990/PYInvestmentIncomeAmt | 0 | 258872 |
| IRS990/PYOtherExpensesAmt | 0 | 223119 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -786313 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 345076 |
| IRS990/PYTotalExpensesAmt | 0 | 2886348 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 2100035 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 610029 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/RelatedOrganizationsAmt | 0 | 293721 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 1 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 152484 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 154737 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 1947090 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 1841163 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 3106977 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 3653463 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1239181 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 11787874 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 111767 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 258872 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 512423 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 99342 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 135369 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 1117773 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 14014 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.91340 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.91450 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 11787874 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 1947090 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 1841163 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 3106977 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 3653463 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1239181 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 11787874 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 12905647 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleD/BoardDesignatedBalanceEOYPct | 0 | 0.09000 |
| IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 35103 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 5179156 |
| IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt | 0 | 247145 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 5602664 |
| IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 124705 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 336171 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 4468243 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt | 0 | 313479 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 5179156 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 102708 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 500142 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 3598178 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt | 0 | 494560 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 4468243 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 78199 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 453704 |
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Displayed year
2014 • Form 990Detailed filing. Detailed filing data is available for this year.