Liabilities / Assets
28th percentile
Higher debt load relative to assets than 28% of similar nonprofits.
990 • Fiscal year 2017 • EIN 20-5469890
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
28th percentile
Higher debt load relative to assets than 28% of similar nonprofits.
Liabilities / Revenue
41st percentile
Higher debt load relative to revenue than 41% of similar nonprofits.
Net Margin
74th percentile
Higher net margin than 74% of similar nonprofits.
Top Officer Pay
67th percentile
Higher top officer pay than 67% of similar nonprofits.
Top officer pay equals 6.5% of source-year revenue.
Asset Growth
82nd percentile
Faster asset growth than 82% of similar nonprofits.
Revenue Growth
35th percentile
Faster revenue growth than 35% of similar nonprofits.
Assets
Flat$10,243,756
Flat from 2017
Net Assets
Flat$9,670,206
Flat from 2017
Liabilities
Flat$573,550
Flat from 2017
Revenue
Flat$3,582,166
Flat from 2017
Expenses
Flat$3,040,222
Flat from 2017
Net Income
Flat$541,944
Flat from 2017
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 | $6,886,522 | $8,448,370 | ▲ $1,561,848 |
| Cash and Non-Interest-Bearing Accounts | $617,914 | $956,722 | ▲ $338,808 |
| Pledges and Grants Receivable | $955,594 | $760,149 | ▼ $195,445 |
| Savings and Temporary Cash Investments | $198,492 | $68,515 | ▼ $129,977 |
| Total Assets | $8,683,623 | $10,243,756 | ▲ $1,560,133 |
| Other Assets Total | $25,101 | $10,000 | ▼ $15,101 |
| Liabilities | |||
| Other Liabilities | $382,768 | $573,550 | ▲ $190,782 |
| Total Liabilities | $382,768 | $573,550 | ▲ $190,782 |
| Net Assets / Fund Balance | |||
| Permanently Rstr Net Assets | $4,552,546 | $4,475,402 | ▼ $77,144 |
| Temporarily Rstr Net Assets | $1,794,806 | $2,867,155 | ▲ $1,072,349 |
| Unrestricted Net Assets | $1,953,503 | $2,327,649 | ▲ $374,146 |
| Total Net Assets Fund Balance | $8,300,855 | $9,670,206 | ▲ $1,369,351 |
| Total Liabilities and Net Assets / Fund Balance | $8,683,623 | $10,243,756 | ▲ $1,560,133 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Investment Program Related Org | $259,253 | - | - |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2017 | $6,265,416 | $76,832 | ▲ $831,003 | $181,478 | $6,838,840 |
| 2016 | $5,567,382 | $474,085 | ▲ $378,401 | - | $6,265,416 |
| 2015 | $5,602,664 | $103,831 | ▼ $24,341 | - | $5,567,382 |
| 2014 | $5,179,156 | $247,145 | ▲ $336,171 | - | $5,602,664 |
| 2013 | $4,468,243 | $313,479 | ▲ $500,142 | - | $5,179,156 |
| Name | Title | Full / Part Time | Other | Total |
|---|---|---|---|---|
| Steven D Mulhollen | Interim Exec Director/CFO - Part Year | PT | $137,483 | $137,483 |
| Paige B Chandler | Avp Finance/comptroller | - | $107,608 | $107,608 |
| Monica Marlowe | Executive Director - Part Year | FT | $91,245 | $91,245 |
| Name | Title |
|---|---|
| Dr Jo Marshall | Chair |
| Dr George Boggs | Vice Chair |
| Cassius O Johnson | Trustee |
| Dr David Shinn | Trustee |
| Emily Froimson | Trustee |
| Jackie Hites | Trustee |
| Jane Hale Hopkins | Trustee |
| Lou Oberndorf | Trustee |
| Dr Lynn Tincher-ladner | Secretary |
| Mark Davis | Treasurer |
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Other Non Cash Contri Table | 38,500 | $462,000 | Fair Market Value |
| Other Non Cash Contri Table | 1 | $444,757 | Fair Market Value |
| Total Noncash Contributions | 38,501 | $906,757 | - |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $1,970,244 |
| Salaries, Compensation, and Employee Benefits | $575,968 |
| Other Expenses | $494,010 |
| Total Fundraising Expense | $223,959 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $1,970,244 | - | - | $1,970,244 |
| Other Salaries and Wages | $118,580 | $178,146 | $148,733 | $445,459 |
| Insurance | $81,101 | - | - | $81,101 |
| Other Employee Benefits | $22,783 | $28,687 | $25,925 | $77,395 |
| Fees for Service Investment Mgmnt Fees | - | $69,701 | - | $69,701 |
| Payroll Taxes | $8,726 | $13,140 | $10,198 | $32,064 |
| Travel | $9,864 | $15,259 | $6,210 | $31,333 |
| Pension Plan Contributions | $5,664 | $8,205 | $7,181 | $21,050 |
| All Other Expenses | $4,041 | $9,772 | $4,496 | $18,309 |
| Fees for Services Accounting | $1,000 | $14,530 | $1,200 | $16,730 |
| Occupancy | $3,166 | $3,142 | $3,142 | $9,450 |
| Other Expenses | $333 | $8,719 | $8 | $9,060 |
| Depreciation Depletion | $4,437 | $3,997 | - | $8,434 |
| Advertising | $1,937 | $3,157 | $2,776 | $7,870 |
| Office Expenses | $374 | $1,773 | $514 | $2,661 |
| Total Functional Expenses | $2,437,696 | $378,567 | $223,959 | $3,040,222 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $3,040,222 |
| Expenses per Audited Statements | $2,508,520 |
| Total Expenses per Audited Statements | $2,508,520 |
| Expenses Not Reported on Financial Statements | $531,702 |
| Other Expense Adjustments | $462,000 |
| 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 | $1,508,244 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Due to Phi Theta Kappa | $339,550 |
| Deferred Revenue | $234,000 |
“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 avp finance/comptroller.”
“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.”
“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 1,406.”
“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 foundation has determined that there are no significant uncertain tax positions as of december 31, 2017 and 2016.”
“Endowment distributions reinvested to corpus 1,406.”
“In kind donation 462,000.”
“In kind donation 462,000.”
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/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 | 2776 |
| IRS990/AdvertisingGrp/ManagementAndGeneralAmt | 0 | 3157 |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 1937 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 7870 |
| IRS990/AllOtherContributionsAmt | 0 | 2877871 |
| IRS990/AllOtherExpensesGrp/FundraisingAmt | 0 | 4496 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 9772 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 4041 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 18309 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | MONICA MARLOWE |
| 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 | 617914 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 956722 |
| 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 | 3340706 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 1970244 |
| IRS990/CYInvestmentIncomeAmt | 0 | 214535 |
| IRS990/CYOtherExpensesAmt | 0 | 494010 |
| IRS990/CYOtherRevenueAmt | 0 | 26925 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 541944 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 575968 |
| IRS990/CYTotalExpensesAmt | 0 | 3040222 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 223959 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 3582166 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 1 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 3997 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 4437 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 8434 |
| 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 | 2437696 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/FundraisingAmt | 0 | 1200 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 14530 |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 1000 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 16730 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 69701 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 69701 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 32.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 20.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 8 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 9 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 10 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 11 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 12 | 36.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 8.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 20.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| 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 | 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/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 23262 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 9967 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 16326 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| 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 | 13949 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | DR LYNN TINCHER-LADNER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | MONICA MARLOWE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | STEVEN D MULHOLLEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | DR JO MARSHALL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | DR GEORGE BOGGS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | MARK DAVIS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | EMILY FROIMSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | JACKIE HITES |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | CASSIUS O JOHNSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | LOU OBERNDORF |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | DR DAVID SHINN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | JANE HALE HOPKINS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | PAIGE B CHANDLER |
| 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/ReportableCompFromRltdOrgAmt | 0 | 209494 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 81278 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 121157 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| 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 | 93659 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | EXECUTIVE DIRECTOR - PART YEAR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | INTERIM EXEC DIRECTOR/CFO - PART YEAR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | VICE CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TREASURER |
| 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 | AVP FINANCE/COMPTROLLER |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/Form990TFiledInd | 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 | 40797 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 11 |
| IRS990/GrantAmt | 0 | 1970244 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 1970244 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 1970244 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 266592 |
| IRS990/GrossReceiptsAmt | 0 | 3807961 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 9 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 81101 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 81101 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 173738 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 173738 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsProgramRelatedGrp/BOYAmt | 0 | 6886522 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 8448370 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | MS |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 225795 |
| 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 | 8300855 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 9670206 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 40797 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 40797 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 5773 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 826001 |
| IRS990/NoncashContributionsAmt | 0 | 906757 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/FundraisingAmt | 0 | 3142 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 3142 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 3166 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 9450 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 514 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 1773 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 374 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 2661 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 25101 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 10000 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 1406 |
| IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt | 0 | 25925 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 28687 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 22783 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 77395 |
| IRS990/OtherExpensesGrp/Desc | 0 | ENDOWMENT SUPPORT EXPEN |
| IRS990/OtherExpensesGrp/Desc | 1 | SUBSISTENCE |
| IRS990/OtherExpensesGrp/Desc | 2 | PROGRAM |
| IRS990/OtherExpensesGrp/Desc | 3 | DUES AND SUBSCRIPTIONS |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 11045 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 2531 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 2 | 8 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 17491 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 2848 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 8719 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 181478 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 9836 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 14132 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 333 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 181478 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 38372 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 19511 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 9060 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 382768 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 573550 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | MISCELLANEOUS REVENUE |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 18037 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 26925 |
| IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt | 0 | 8888 |
| IRS990/OtherRevenueTotalAmt | 0 | 26925 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 148733 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 178146 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 118580 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 445459 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 10198 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 13140 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 8726 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 32064 |
| IRS990/PensionPlanContributionsGrp/FundraisingAmt | 0 | 7181 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 8205 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 5664 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 21050 |
| IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt | 0 | 4552546 |
| IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt | 0 | 4475402 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 955594 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 760149 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | MONICA MARLOWE |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 3416714 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 1281278 |
| IRS990/PYInvestmentIncomeAmt | 0 | 157925 |
| IRS990/PYOtherExpensesAmt | 0 | 290338 |
| IRS990/PYOtherRevenueAmt | 0 | 4770 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 1606385 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 401408 |
| IRS990/PYTotalExpensesAmt | 0 | 1973024 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 3579409 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 541944 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/RelatedOrganizationsAmt | 0 | 462835 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 1 |
| IRS990/RevenueAmt | 0 | 18037 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 198492 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 68515 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 2860628 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 3421484 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 2021978 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1947090 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1841163 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 12092343 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 173738 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 145941 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 133719 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 111767 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 258872 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 824037 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.93620 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.91390 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 12092343 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 2860628 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 3421484 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 2021978 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1947090 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1841163 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 12092343 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 12916380 |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleD/BoardDesignatedBalanceEOYPct | 0 | 0.25400 |
| IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 38006 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 6265416 |
| IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt | 0 | 76832 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 6838840 |
| IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 114927 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 831003 |
| IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt | 0 | 181478 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 40869 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 5567382 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt | 0 | 474085 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 6265416 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 113583 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 378401 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 2159 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 5602664 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt | 0 | 103831 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 5567382 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 112613 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -24341 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 35103 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 5179156 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt | 0 | 247145 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 5602664 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 124705 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 336171 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 4468243 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt | 0 | 313479 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 5179156 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 102708 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 500142 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 531702 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 2508520 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 69702 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 69702 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 0 | 3058248 |
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Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.