Civic Intelligence

Phi Theta Kappa Group

990 • Fiscal year 2024 • EIN 23-7047681

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 08, 2025

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

69th percentile

0.21x

Higher debt load relative to assets than 69% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

0.27x

Higher debt load relative to revenue than 71% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

25th percentile

-6.9%

Higher net margin than 25% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

97th percentile

$451,699

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 47.4% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

72nd percentile

14%

Faster asset growth than 72% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

20%

Faster revenue growth than 66% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$1,190,354

Up $150,729 (+14%) from 2023

Net Assets

Down

$936,328

Down $31,108 (-3.2%) from 2023

Liabilities

Up

$254,026

Up $181,837 (+252%) from 2023

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin25th percentile

Revenue

Up

$952,409

Up $158,285 (+20%) from 2023

Expenses

Up

$1,018,387

Up $180,305 (+22%) from 2023

Net Income

Down

-$65,978

Down $22,020 (-50%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2024

Assets$1,190,354
Liabilities$254,026
Net Assets$936,328
Open 2024 Filing

Operations Trend

Revenue Growth66th 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

2024

Revenue$952,409
Expenses$1,018,387
Net Income-$65,978
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 8, 2025
Return Version
2024v5.2
Gross Receipts
$952,409
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$868,824$1,158,177▲ $289,353
Accounts Receivable$170,345$10,285▼ $160,060
Total Assets$1,039,625$1,190,354▲ $150,729
Other Assets Total$456$21,892▲ $21,436
Liabilities
Accounts Payable and Accrued Expenses$72,189$254,026▲ $181,837
Total Liabilities$72,189$254,026▲ $181,837
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$967,436$936,328▼ $31,108
Total Net Assets Fund Balance$967,436$936,328▼ $31,108
Total Liabilities and Net Assets / Fund Balance$1,039,625$1,190,354▲ $150,729

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$560,307$2,200▲ $58,905-$589,354
2023$479,681$2,253▲ $107,633-$560,307
2022$594,796$21,921▼ $122,232-$479,681
2021$613,655$31,200▲ $20,834-$594,796
2020$552,762$382▲ $70,268-$613,655
Compensation and Service Providers
Top Officer Pay97th percentile

Board Members and Trustees

NameTitle
Dr George BoggsChairman
Dr Lynn Tincher-ladnerPresident & CEO
Amanda GormanPart Year Vice Chairman/alumni Rep
Dr Dan PhelanVice Chair/community College Admin. R
Dr Michael OduChapter Advisor Representa
Paige ChandlerChief Financial Officer
Tala AlahmarPart Year Alumni Represen
Annalise SmithPart Year Student Represen
Liam BlakewayPart Year Student Represen
Mary LinderRegional Coord. Rep
Revenue and Support

Revenue Composition

Contributions and Grants
$41,530
Program Service Revenue
$910,879
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,530
Change in Net Assets
$-65,978
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$977,714
Grants and Similar Amounts Paid$40,673
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$442,615--$442,615
Conferences and Meetings$406,133--$406,133
Grants to Domestic Individuals$37,680--$37,680
All Other Expenses$8,210--$8,210
Other Expenses$6,910--$6,910
Office Expenses$6,137--$6,137
Grants to Domestic Orgs$2,993--$2,993
Total Functional Expenses$1,018,387$0$0$1,018,387
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
2025-10-08
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
57,000

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

“Group members newly required to be inlcuded in group return 34,870.”

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.”

Raw XML AppendixShowing 400 of 590 raw XML fields

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

Path#Value
AffiliateListing/AffiliateListingGrp/BusinessName/BusinessNameLine1Txt0PHI THETA KAPPA CAROLINAS REGION
AffiliateListing/AffiliateListingGrp/BusinessName/BusinessNameLine1Txt1PHI THETA KAPPA KANSASNEBRASKA REGION
AffiliateListing/AffiliateListingGrp/BusinessName/BusinessNameLine1Txt2PHI THETA KAPPA MIDDLE STATES REGION
AffiliateListing/AffiliateListingGrp/BusinessName/BusinessNameLine1Txt3PHI THETA KAPPA MSLA REGION
AffiliateListing/AffiliateListingGrp/BusinessName/BusinessNameLine1Txt4PHI THETA KAPPA NEVADACALIFORNIA REGION
AffiliateListing/AffiliateListingGrp/BusinessName/BusinessNameLine1Txt5PHI THETA KAPPA NEW ENGLAND REGION
AffiliateListing/AffiliateListingGrp/BusinessName/BusinessNameLine1Txt6PHI THETA KAPPA NEW YORK REGION
AffiliateListing/AffiliateListingGrp/BusinessName/BusinessNameLine1Txt7PHI THETA KAPPA TEXAS REGION
AffiliateListing/AffiliateListingGrp/BusinessNameControlTxt0PHIT
AffiliateListing/AffiliateListingGrp/BusinessNameControlTxt1PHIT
AffiliateListing/AffiliateListingGrp/BusinessNameControlTxt2PHIT
AffiliateListing/AffiliateListingGrp/BusinessNameControlTxt3PHIT
AffiliateListing/AffiliateListingGrp/BusinessNameControlTxt4PHIT
AffiliateListing/AffiliateListingGrp/BusinessNameControlTxt5PHIT
AffiliateListing/AffiliateListingGrp/BusinessNameControlTxt6PHIT
AffiliateListing/AffiliateListingGrp/BusinessNameControlTxt7PHIT
AffiliateListing/AffiliateListingGrp/EIN0911777616
AffiliateListing/AffiliateListingGrp/EIN1931226492
AffiliateListing/AffiliateListingGrp/EIN2931226513
AffiliateListing/AffiliateListingGrp/EIN3931226517
AffiliateListing/AffiliateListingGrp/EIN4931226522
AffiliateListing/AffiliateListingGrp/EIN5931226524
AffiliateListing/AffiliateListingGrp/EIN6911777547
AffiliateListing/AffiliateListingGrp/EIN7911777606
AffiliateListing/AffiliateListingGrp/USAddress/AddressLine1Txt0PO BOX 13729
AffiliateListing/AffiliateListingGrp/USAddress/AddressLine1Txt1PO BOX 13729
AffiliateListing/AffiliateListingGrp/USAddress/AddressLine1Txt2PO BOX 13729
AffiliateListing/AffiliateListingGrp/USAddress/AddressLine1Txt3PO BOX 13729
AffiliateListing/AffiliateListingGrp/USAddress/AddressLine1Txt4PO BOX 13729
AffiliateListing/AffiliateListingGrp/USAddress/AddressLine1Txt5PO BOX 13729
AffiliateListing/AffiliateListingGrp/USAddress/AddressLine1Txt6PO BOX 13729
AffiliateListing/AffiliateListingGrp/USAddress/AddressLine1Txt7PO BOX 13729
AffiliateListing/AffiliateListingGrp/USAddress/CityNm0JACKSON
AffiliateListing/AffiliateListingGrp/USAddress/CityNm1JACKSON
AffiliateListing/AffiliateListingGrp/USAddress/CityNm2JACKSON
AffiliateListing/AffiliateListingGrp/USAddress/CityNm3JACKSON
AffiliateListing/AffiliateListingGrp/USAddress/CityNm4JACKSON
AffiliateListing/AffiliateListingGrp/USAddress/CityNm5JACKSON
AffiliateListing/AffiliateListingGrp/USAddress/CityNm6JACKSON
AffiliateListing/AffiliateListingGrp/USAddress/CityNm7JACKSON
AffiliateListing/AffiliateListingGrp/USAddress/StateAbbreviationCd0MS
AffiliateListing/AffiliateListingGrp/USAddress/StateAbbreviationCd1MS
AffiliateListing/AffiliateListingGrp/USAddress/StateAbbreviationCd2MS
AffiliateListing/AffiliateListingGrp/USAddress/StateAbbreviationCd3MS
AffiliateListing/AffiliateListingGrp/USAddress/StateAbbreviationCd4MS
AffiliateListing/AffiliateListingGrp/USAddress/StateAbbreviationCd5MS
AffiliateListing/AffiliateListingGrp/USAddress/StateAbbreviationCd6MS
AffiliateListing/AffiliateListingGrp/USAddress/StateAbbreviationCd7MS
AffiliateListing/AffiliateListingGrp/USAddress/ZIPCd0392363729
AffiliateListing/AffiliateListingGrp/USAddress/ZIPCd1392363729
AffiliateListing/AffiliateListingGrp/USAddress/ZIPCd2392363729
AffiliateListing/AffiliateListingGrp/USAddress/ZIPCd3392363729
AffiliateListing/AffiliateListingGrp/USAddress/ZIPCd4392363729
AffiliateListing/AffiliateListingGrp/USAddress/ZIPCd5392363729
AffiliateListing/AffiliateListingGrp/USAddress/ZIPCd6392363729
AffiliateListing/AffiliateListingGrp/USAddress/ZIPCd7392363729
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt072189
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0254026
IRS990/AccountsReceivableGrp/BOYAmt0170345
IRS990/AccountsReceivableGrp/EOYAmt010285
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AllAffiliatesIncludedInd00
IRS990/AllOtherContributionsAmt01530
IRS990/AllOtherExpensesGrp/ProgramServicesAmt08210
IRS990/AllOtherExpensesGrp/TotalAmt08210
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LYNN TINCHER-LADNER
IRS990/BooksInCareOfDetail/PhoneNum06019843504
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01625 EASTOVER DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0JACKSON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MS
IRS990/BooksInCareOfDetail/USAddress/ZIPCd039211
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0868824
IRS990/CashNonInterestBearingGrp/EOYAmt01158177
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0406133
IRS990/ConferencesMeetingsGrp/TotalAmt0406133
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt041530
IRS990/CYGrantsAndSimilarPaidAmt040673
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0977714
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0910879
IRS990/CYRevenuesLessExpensesAmt0-65978
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01018387
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0952409
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE PHI THETA KAPPA GROUP IS THE TAX REPORTING ENTITY FOR THE AFFILIATED CHAPTERS COMPRISED OF CHAPTERS, ALUMNI ASSOCIATIONS, AND REGIONS OF PHI THETA KAPPA, AN HONOR SOCIETY RECOGNIZING ACADEMIC ACHIEVEMENT OF COLLEGE STUDENTS AND PROVIDING OPPORTUNITIES FOR THEM TO GROW AS SCHOLARS AND LEADERS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01018387
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt426621
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt919475
IRS990/Form990PartVIISectionAGrp/PersonNm0DR GEORGE BOGGS
IRS990/Form990PartVIISectionAGrp/PersonNm1DR MICHAEL ODU
IRS990/Form990PartVIISectionAGrp/PersonNm2DR DAN PHELAN
IRS990/Form990PartVIISectionAGrp/PersonNm3AMANDA GORMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4DR LYNN TINCHER-LADNER
IRS990/Form990PartVIISectionAGrp/PersonNm5LIAM BLAKEWAY
IRS990/Form990PartVIISectionAGrp/PersonNm6MARY LINDER
IRS990/Form990PartVIISectionAGrp/PersonNm7TALA ALAHMAR
IRS990/Form990PartVIISectionAGrp/PersonNm8ANNALISE SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm9PAIGE CHANDLER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4425078
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9159362
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAPTER ADVISOR REPRESENTA
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR/COMMUNITY COLLEGE ADMIN. R
IRS990/Form990PartVIISectionAGrp/TitleTxt3PART YEAR VICE CHAIRMAN/ALUMNI REP
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt5PART YEAR STUDENT REPRESEN
IRS990/Form990PartVIISectionAGrp/TitleTxt6REGIONAL COORD. REP
IRS990/Form990PartVIISectionAGrp/TitleTxt7PART YEAR ALUMNI REPRESEN
IRS990/Form990PartVIISectionAGrp/TitleTxt8PART YEAR STUDENT REPRESEN
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHIEF FINANCIAL OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01956
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt040673
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt037680
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt037680
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02993
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02993
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0952409
IRS990/GroupExemptionNum01350
IRS990/GroupReturnForAffiliatesInd01
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MS
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0967436
IRS990/NetAssetsOrFundBalancesEOYAmt0936328
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0967436
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0936328
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt06137
IRS990/OfficeExpensesGrp/TotalAmt06137
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0456
IRS990/OtherAssetsTotalGrp/EOYAmt021892
IRS990/OtherChangesInNetAssetsAmt034870
IRS990/OtherExpensesGrp/Desc0AWARDS
IRS990/OtherExpensesGrp/Desc1MISC EXPENSE
IRS990/OtherExpensesGrp/Desc2POSTAGE AND PRINTING
IRS990/OtherExpensesGrp/Desc3SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ProgramServicesAmt078574
IRS990/OtherExpensesGrp/ProgramServicesAmt118453
IRS990/OtherExpensesGrp/ProgramServicesAmt210682
IRS990/OtherExpensesGrp/ProgramServicesAmt36910
IRS990/OtherExpensesGrp/TotalAmt078574
IRS990/OtherExpensesGrp/TotalAmt118453
IRS990/OtherExpensesGrp/TotalAmt210682
IRS990/OtherExpensesGrp/TotalAmt36910
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 AND OTHER E
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0462095
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1448784
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0462095
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1448784
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06040
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt038125
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0799957
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0788084
IRS990/PYRevenuesLessExpensesAmt0-43958
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0838082
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0794124
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-65978
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt040000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0910879
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0503625
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0412394
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0301869
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0375103
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0454253
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02047244
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0448784
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0381730
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0259904
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0102996
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0249931
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01443345
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt012025
IRS990ScheduleA/OtherIncome509Grp/TotalAmt012025
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99660
IRS990ScheduleA/PublicSupportPY509Pct00.99650
IRS990ScheduleA/PublicSupportTotal509Amt03490589
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0952409
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0794124
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0561773
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0478099
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0704184
IRS990ScheduleA/Total509Grp/TotalAmt03490589
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0952409
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0794124
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0561773
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0490124
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0704184
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03502614
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/AdministrativeExpensesAmt08592
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0560307
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt02200
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0589354
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt023466
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt058905
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt08753
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0479681
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt02253
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0560307
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt020507
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0107633
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0594796
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt021921
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0479681
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt014804
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-122232
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt08569
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0613655
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt031200
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0594796
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt062324
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt020834
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt08257
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0552762
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0382
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0613655
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt070268
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/CashGrantAmt037680
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt093
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:
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,190,354
Liabilities
$254,026
Net assets
$936,328
Revenue
$952,409
Expenses
$1,018,387
Net income
-$65,978
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
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