Civic Intelligence

Phi Theta Kappa Group

990 • Fiscal year 2020 • EIN 23-7047681

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization ProfilePTK.ORG
PO Box 13729Jackson, MS 39236-3729

(601) 984-3504

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

94th percentile

$278,706

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 39.6% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

$1,286,188

No earlier filing loaded for comparison.

Net Assets

$1,286,175

No earlier filing loaded for comparison.

Liabilities

$13

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin82nd percentile

Revenue

$704,184

No earlier filing loaded for comparison.

Expenses

$482,429

No earlier filing loaded for comparison.

Net Income

$221,755

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2020: $1,286,188Liabilities 2020: $13Net Assets 2020: $1,286,1752020Assets 2021: $1,125,240Liabilities 2021: $9,260Net Assets 2021: $1,115,9802021Assets 2022: $802,710Liabilities 2022: $510Net Assets 2022: $802,2002022Assets 2023: $1,039,625Liabilities 2023: $72,189Net Assets 2023: $967,4362023Assets 2024: $1,190,354Liabilities 2024: $254,026Net Assets 2024: $936,3282024

Highlighted filing

2020

Assets$1,286,188
Liabilities$13
Net Assets$1,286,175
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2020: $704,184Expenses 2020: $482,429Net Income 2020: $221,7552020Revenue 2021: $478,099Expenses 2021: $427,649Net Income 2021: $50,4502021Revenue 2022: $561,773Expenses 2022: $676,838Net Income 2022: -$115,0652022Revenue 2023: $794,124Expenses 2023: $838,082Net Income 2023: -$43,9582023Revenue 2024: $952,409Expenses 2024: $1,018,387Net Income 2024: -$65,9782024

Highlighted filing

2020

Revenue$704,184
Expenses$482,429
Net Income$221,755
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Gross Receipts
$704,184
Mission and Program Overview

Mission

The mission of phi theta kappa is to recognize academic achievement of college students and to provide opportunities for them to grow as scholars and leaders.

The phi theta kappa group is the tax reporting entity for the affiliated chapters comprised of chapters, regions and alumni associations of phi theta kappa, an honor society recognizing academic achievement of college students and providing opportunities for them to grow as scholars and leaders.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,138,386$1,286,188▲ $147,802
Total Assets$1,138,386$1,286,188▲ $147,802
Liabilities
Accounts Payable and Accrued Expenses$20,345$13▼ $20,332
Total Liabilities$20,345$13▼ $20,332
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,118,041$1,286,175▲ $168,134
Total Net Assets Fund Balance$1,118,041$1,286,175▲ $168,134
Total Liabilities and Net Assets / Fund Balance$1,138,386$1,286,188▲ $147,802

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$552,762$382▲ $70,268-$613,655
2019$585,761$8,042▼ $31,436-$552,762
2018$624,226$3,404▼ $31,863-$585,761
2017$608,468$133,452▲ $70,506-$624,226
2016$404,490$194,621▲ $19,474-$608,468
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleOtherTotal
Paige ChandlerCFO$142,922$142,922

Board Members and Trustees

NameTitle
Dr George BoggsChairman
Dr Lynn Tincher-ladnerPresident & CEO
Pattie Van AtterVice Chairman - Part Year
Dr Michael OduChapter Advisor Representa
Dr Dan PhelanCommunity College Admin.re
James ElliotPart Year Student Represen
Lavada BursePart Year Student Represen
Mary LinderRegional Coord. Rep. - Part Year
Amanda KarpinskiVice Chiarman/alumni Rep - Part Year
Revenue and Support

Revenue Composition

Contributions and Grants
$43,822
Program Service Revenue
$660,362
Investment Income
$0
Other Revenue
$0
All Other Contributions
$11,322
Change in Net Assets
$221,755
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$465,849
Grants and Similar Amounts Paid$16,580
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$349,514--$349,514
Grants to Domestic Individuals$16,300--$16,300
Travel$10,064--$10,064
Fees for Services Other$5,772--$5,772
Other Expenses$719--$719
Grants to Domestic Orgs$280--$280
Total Functional Expenses$482,429$0$0$482,429
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
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 president and ceo of phi theta kappa, along with the chair and vice chair of the board, reviews and approves the return prior to the vp of finance & admin signing and filing. The board is presented annually the completed form 990 for review.”

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

“The phi theta kappa group is governed by the rules established by phi theta kappa. The phi theta kappa board reviews the current conflict of interest policy at a regularly scheduled board meeting each year. Time is set aside for a discussion pertaining to conflict of interest issues. Each board member, officer and key employee is required to sign the form each year and return it to the phi theta kappa office.”

Form 990, Part VI, Section B, Line 15

“Phi theta kappa group does not compensate officers, directors, or key employees.”

Form 990, Part VI, Section C, Line 19

“Phi theta kappa makes their 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 Group
EIN
23-7047681
Phone
6019843504
Address
PO BOX 13729, JACKSON, MS 39236-3729

Signing Officer

Name
Paige B Chandler
Title
CFO
Phone
6019843504
Signed
2021-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lynn Tincher-ladner
Formed
1956
Legal Domicile
Ms
Voting Board Members
7
Independent Board Members
6
Employees
0
Volunteers
67,000

Preparer

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

Additional Explanations

Form 990, Page 1, Line 6

“Phi theta kappa organization services derive from full-time and part-time volunteer activities. Estimates are based on current year inducted members, chapter advisors and regional coordinators of the affiliates included in this return. Activities performed support the phi theta kappa hallmarks of leadership, service, fellowship and scholarship.”

Financial Statement Notes

PART V, LINE 4:

“All endowments with related organizations are held and administered by phi theta kappa foundation, whose mission is to secure the financial resources to support the values, visions, and priorities of phi theta kappa society. The foundation reports these endowment balances on their form 990, schedule d. The intended use of endowment funds are defined by a written agreement between the donor and the organization. The general purpose of the endowments is to provide funding to support scholarships and programs in perpetuity, by only disbursing earned income and perserving the corpus of the fund.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN - PART YEAR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAPTER ADVISOR REPRESENTA
IRS990/Form990PartVIISectionAGrp/TitleTxt3COMMUNITY COLLEGE ADMIN.RE
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHIARMAN/ALUMNI REP - PART YEAR
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt6PART YEAR STUDENT REPRESEN
IRS990/Form990PartVIISectionAGrp/TitleTxt7PART YEAR STUDENT REPRESEN
IRS990/Form990PartVIISectionAGrp/TitleTxt8REGIONAL COORD. REP. - PART YEAR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CFO
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IRS990/MissionDesc0THE MISSION OF PHI THETA KAPPA IS TO RECOGNIZE ACADEMIC ACHIEVEMENT OF COLLEGE STUDENTS AND TO PROVIDE OPPORTUNITIES FOR THEM TO GROW AS SCHOLARS AND LEADERS.
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0382
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IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01500
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0404490

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,286,188
Liabilities
$13
Net assets
$1,286,175
Revenue
$704,184
Expenses
$482,429
Net income
$221,755
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.25$0.94$0.95$1.02$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.07$0.97$0.79$0.84$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$0.56$0.68$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.01$1.12$0.48$0.43$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.70$0.48$0.22
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $1M-$5M nonprofits