Civic Intelligence

Phi Theta Kappa Group

990 • Fiscal year 2021 • EIN 23-7047681

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 04, 2022

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

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.02x

Higher debt load relative to revenue than 30% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

46th percentile

11%

Higher net margin than 46% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

94th percentile

$282,144

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 59.0% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

7th percentile

-13%

Faster asset growth than 7% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

9th percentile

-32%

Faster revenue growth than 9% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,125,240

Down $160,948 (-13%) from 2020

Net Assets

Down

$1,115,980

Down $170,195 (-13%) from 2020

Liabilities

Up

$9,260

Up $9,247 (+71131%) from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin46th percentile

Revenue

Down

$478,099

Down $226,085 (-32%) from 2020

Expenses

Down

$427,649

Down $54,780 (-11%) from 2020

Net Income

Down

$50,450

Down $171,305 (-77%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

2021

Assets$1,125,240
Liabilities$9,260
Net Assets$1,115,980
Open 2021 Filing

Operations Trend

Revenue Growth9th percentile

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

2021

Revenue$478,099
Expenses$427,649
Net Income$50,450
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 4, 2022
Return Version
2021v4.2
Gross Receipts
$478,099
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$1,286,188$1,125,240▼ $160,948
Total Assets$1,286,188$1,125,240▼ $160,948
Liabilities
Accounts Payable and Accrued Expenses$13$9,260▲ $9,247
Total Liabilities$13$9,260▲ $9,247
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,286,175$1,115,980▼ $170,195
Total Net Assets Fund Balance$1,286,175$1,115,980▼ $170,195
Total Liabilities and Net Assets / Fund Balance$1,286,188$1,125,240▼ $160,948

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$613,655$31,200▲ $20,834-$594,796
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
Compensation and Service Providers
Top Officer Pay94th percentile

Board Members and Trustees

NameTitle
Dr George BoggsChairman
Dr Lynn Tincher-ladnerPresident & CEO
Amanda KarpinskiVice Chairman/alumni Rep -
Dr Michael OduChapter Advisor Representa
Paige ChandlerChief Financial Officer
Dr Dan PhelanCommunity College Admin.re
Lavada BursePart Year Student Represen
Tala AlahmarPart Year Student Represen
Mary LinderRegional Coord. Rep. - Par
Revenue and Support

Revenue Composition

Contributions and Grants
$37,025
Program Service Revenue
$441,074
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$50,450
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$378,199
Grants and Similar Amounts Paid$49,450
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$182,613--$182,613
Fees for Services Other$157,933--$157,933
Grants to Domestic Orgs$30,150--$30,150
Grants to Domestic Individuals$19,300--$19,300
Travel$574--$574
Other Expenses$89--$89
Total Functional Expenses$427,649$0$0$427,649
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phi Theta Kappa FoundationJackson, MS501(c)3Endowment Donation and Fundraiser Donation$30,150
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 cfo 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
Chief Financial Officer
Phone
6019843504
Signed
2022-11-04
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
51,000

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, Part IX, Line 11G

“Professional fees: program service expenses 157,933. Management and general expenses 0. Fundraising expenses 0. Total expenses 157,933.”

FORM 990, PART XI, LINE 9:

“Net assets of regions no longer on group return: il, ms/la and mo -220,645.”

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
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IRS990/Form990PartVIISectionAGrp/TitleTxt2COMMUNITY COLLEGE ADMIN.RE
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIRMAN/ALUMNI REP -
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT & CEO
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IRS990/Form990PartVIISectionAGrp/TitleTxt6PART YEAR STUDENT REPRESEN
IRS990/Form990PartVIISectionAGrp/TitleTxt7REGIONAL COORD. REP. - PAR
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHIEF FINANCIAL OFFICER
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01286175
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01115980
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-220645
IRS990/OtherExpensesGrp/Desc0AWARDS
IRS990/OtherExpensesGrp/Desc1POSTAGE AND SUPPLIES
IRS990/OtherExpensesGrp/Desc2SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ProgramServicesAmt036770
IRS990/OtherExpensesGrp/ProgramServicesAmt1123
IRS990/OtherExpensesGrp/ProgramServicesAmt297
IRS990/OtherExpensesGrp/ProgramServicesAmt389
IRS990/OtherExpensesGrp/TotalAmt036770
IRS990/OtherExpensesGrp/TotalAmt1123
IRS990/OtherExpensesGrp/TotalAmt297
IRS990/OtherExpensesGrp/TotalAmt389
IRS990/PartialLiquidationInd00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LYNN TINCHER-LADNER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES AND AS
IRS990/ProgramServiceRevenueGrp/Desc1CONVENTION FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0338078
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1102996
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0338078
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1102996
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt043822
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt016580
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0465849
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0660362
IRS990/PYRevenuesLessExpensesAmt0221755
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0482429
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0704184
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt050450
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt037025
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0441074
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0375103
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0454253
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0543098
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0503671
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0654036
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02530161
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0102996
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0249931
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0605706
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0651340
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0546567
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02156540
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00140
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt012025
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0800
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01120
IRS990ScheduleA/OtherIncome509Grp/TotalAmt013945
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99700
IRS990ScheduleA/PublicSupportPY509Pct00.99820
IRS990ScheduleA/PublicSupportTotal509Amt04686701
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0478099
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0704184
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01148804
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01155011
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01200603
IRS990ScheduleA/Total509Grp/TotalAmt04686701
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0490124
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0704184
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01149604
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01156131
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01200603
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04700646
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt08569
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0613655
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt031200
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0594796
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt062324
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt020834
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt08257
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0552762
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0382
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0613655
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt070268
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt07305
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0585761
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt08042
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0552762
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt02300
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-31436
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0624226
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt03404
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0585761
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt010006
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-31863
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0608468
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0133452
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0624226
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0188200
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt070506
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ALL 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt019300
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt049
IRS990ScheduleI/RecipientTable/CashGrantAmt030150
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ENDOWMENT DONATION AND FUNDRAISER DONATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PHI THETA KAPPA FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0205469890
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01625 EASTOVER DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0JACKSON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MS
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd039211
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0EACH SCHOLARSHIP PROGRAM ADMINISTERED BY PHI THETA KAPPA CONTAINS ELIGIBILITY REQUIREMENTS WHICH ARE DESCRIBED IN THE APPLICATION. SCHOLARSHIP CRITERIA MAY INCLUDE A MINIMUM CUMULATIVE GRADE POINT AVERAGE, MINIMUM OR MAXIMUM NUMBER OF COURSES COMPLETED, DEMONSTRATION OF LEADERSHIP SKILLS, WRITTEN RESPONSES TO DISCUSSION OR ESSAY QUESTIONS, AND DESCRIPTIONS OF ENGAGEMENT IN COMMUNITY SERVICE AND HONORS RESEARCH. STUDENTS MUST PROVIDE PROOF OF ENROLLMENT, IDENTIFY PROPOSED USE OF FUNDS, AND AFFIRM PROGRAM COMPLIANCE IN ORDER TO RECEIVE SCHOLARSHIP AWARDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,125,240
Liabilities
$9,260
Net assets
$1,115,980
Revenue
$478,099
Expenses
$427,649
Net income
$50,450
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
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.01$1.12$0.48$0.43$0.05
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.00$1.29$0.70$0.48$0.22