Civic Intelligence

Phi Theta Kappa

990 • Fiscal year 2013 • EIN 64-6012238

Jan 01, 2013 to Dec 31, 2013 • Filed on May 13, 2014

Organization ProfilePTK.ORG

View Organization Page

PO Box 1372939236-3729

(601) 984-3504

Siviq Scores

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

Liabilities / Assets

60th percentile

0.36x

Higher debt load relative to assets than 60% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.36x

Higher debt load relative to revenue than 59% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

26th percentile

-2.8%

Higher net margin than 26% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

94th percentile

$743,652

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Asset Growth

67th percentile

8.4%

Faster asset growth than 67% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$14,761,528

Up $1,147,975 (+8.4%) from 2012

Net Assets

Up

$9,401,644

Up $197,459 (+2.1%) from 2012

Liabilities

Up

$5,359,884

Up $950,516 (+22%) from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin26th percentile

Revenue

$14,777,781

No earlier filing loaded for comparison.

Expenses

Up

$15,184,424

Up $1,437,657 (+10%) from 2012

Net Income

-$406,643

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$40M$30M$20M$10M$0Assets 2010: $12,304,771Liabilities 2010: $3,828,951Net Assets 2010: $8,475,8202010Assets 2011: $12,743,062Liabilities 2011: $4,324,043Net Assets 2011: $8,419,0192011Assets 2012: $13,613,553Liabilities 2012: $4,409,368Net Assets 2012: $9,204,1852012Assets 2013: $14,761,528Liabilities 2013: $5,359,884Net Assets 2013: $9,401,6442013Assets 2014: $15,164,659Liabilities 2014: $5,585,396Net Assets 2014: $9,579,2632014Assets 2015: $12,606,154Liabilities 2015: $2,299,624Net Assets 2015: $10,306,5302015Assets 2016: $13,856,416Liabilities 2016: $2,410,481Net Assets 2016: $11,445,9352016Assets 2017: $16,082,322Liabilities 2017: $2,159,957Net Assets 2017: $13,922,3652017Assets 2018: $16,847,838Liabilities 2018: $2,049,371Net Assets 2018: $14,798,4672018Assets 2019: $20,440,736Liabilities 2019: $2,322,457Net Assets 2019: $18,118,2792019Assets 2020: $25,142,565Liabilities 2020: $2,309,096Net Assets 2020: $22,833,4692020Assets 2021: $30,434,221Liabilities 2021: $2,429,442Net Assets 2021: $28,004,7792021Assets 2022: $29,754,950Liabilities 2022: $2,983,272Net Assets 2022: $26,771,6782022Assets 2023: $29,414,854Liabilities 2023: $2,356,847Net Assets 2023: $27,058,0072023Assets 2024: $28,901,090Liabilities 2024: $2,916,857Net Assets 2024: $25,984,2332024

Highlighted filing

2013

Assets$14,761,528
Liabilities$5,359,884
Net Assets$9,401,644
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$10M$0-$10MExpenses 2010: $10,282,6092010Expenses 2011: $11,421,8952011Expenses 2012: $13,746,7672012Revenue 2013: $14,777,781Expenses 2013: $15,184,424Net Income 2013: -$406,6432013Revenue 2014: $14,466,437Expenses 2014: $14,218,989Net Income 2014: $247,4482014Revenue 2015: $13,545,783Expenses 2015: $13,198,118Net Income 2015: $347,6652015Revenue 2016: $13,306,899Expenses 2016: $12,266,836Net Income 2016: $1,040,0632016Revenue 2017: $13,381,099Expenses 2017: $11,342,861Net Income 2017: $2,038,2382017Revenue 2018: $13,684,934Expenses 2018: $12,490,931Net Income 2018: $1,194,0032018Revenue 2019: $15,379,487Expenses 2019: $12,478,438Net Income 2019: $2,901,0492019Revenue 2020: $14,563,691Expenses 2020: $10,005,374Net Income 2020: $4,558,3172020Revenue 2021: $16,557,458Expenses 2021: $11,808,378Net Income 2021: $4,749,0802021Revenue 2022: $15,173,086Expenses 2022: $15,039,212Net Income 2022: $133,8742022Revenue 2023: $15,297,865Expenses 2023: $16,198,756Net Income 2023: -$900,8912023Revenue 2024: $17,059,818Expenses 2024: $18,672,067Net Income 2024: -$1,612,2492024

Highlighted filing

2013

Revenue$14,777,781
Expenses$15,184,424
Net Income-$406,643
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 13, 2014
Return Version
2013v3.0
Gross Receipts
$16,576,401
Mission and Program Overview

Mission

The purpose of phi theta kappa shall be to recognize and encourage scholarship among two-year college students. To achieve this purpose, phi theta kappa shall provide opportunity for the development of leadership and service, for an intellectual climate for exchange of ideas and ideals, for lively fellowship for scholars, and for stimulation of interest in continuing academic excellence.

Phi theta kappa is an honor society for students at two-year colleges with the purpose of recognizing and encouraging scholarship among these students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,846,549$4,925,068▲ $78,519
Investments in Publicly Traded Securities$3,555,258$3,411,746▼ $143,512
Savings and Temporary Cash Investments$2,688,038$1,995,089▼ $692,949
Cash and Non-Interest-Bearing Accounts$659,166$1,317,368▲ $658,202
Accounts Receivable$769,548$1,094,782▲ $325,234
Investments Other Securities-$911,154-
Prepaid Expenses and Deferred Charges$389,018$383,253▼ $5,765
Inventories for Sale or Use$228,010$220,805▼ $7,205
Pledges and Grants Receivable$40,608$36,164▼ $4,444
Total Assets$13,613,553$14,761,528▲ $1,147,975
Other Assets Total$437,358$466,099▲ $28,741
Liabilities
Other Liabilities$3,153,912$3,865,232▲ $711,320
Accounts Payable and Accrued Expenses$1,255,456$1,270,717▲ $15,261
Deferred Revenue-$223,935-
Total Liabilities$4,409,368$5,359,884▲ $950,516
Net Assets / Fund Balance
Unrestricted Net Assets$8,115,263$8,153,570▲ $38,307
Temporarily Rstr Net Assets$1,088,922$1,248,074▲ $159,152
Total Net Assets Fund Balance$9,204,185$9,401,644▲ $197,459
Total Liabilities and Net Assets / Fund Balance$13,613,553$14,761,528▲ $1,147,975

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,576,111$2,443,981$4,020,092
Equipment$1,231,262$1,832,986$3,064,248
Other Land Buildings$1,217,695$1,832,986$3,050,681
Land$900,000-$900,000
Other Securities$911,154--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013-$1-$1-
2012-$1-$1-
2011-$1-$1-
2010-$1-$1-
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Rod a RisleyExecutive Director & Sec.FT$321,618$422,034$743,652
Ellen C RosterChief Information OfficerFT$61,910$354,964$416,874
Deidra a DawsChief of StaffFT$145,000$9,885$154,885
Steven D MulhollenChief Finanicial OfficerFT$114,289$19,275$133,564
Dr Lynn Tincher-ladnerChief Information & Research OfficerFT$117,555$10,839$128,394
Saralyn S QuinnSr. Director Hr & OperationsFT$107,474$17,164$124,638
Dr Nancy L RievesFoundation Executive DirectorPT$108,460$12,955$121,415
Wendy M GiammarcoDirector of Key and Conference ServicesFT$102,544$15,578$118,122

Board Members and Trustees

NameTitle
Everett C JohnsonChairman
Dr George BoggsVice Chairman
Dan BaileyChapter Advisor Representa
Dr Walter BumphusCommunity College Admin. R
Cindy CarboneRegional Coordinator Repre
Jesus GarciaStudent Representative

Highest Paid Contractors

ContractorServicesLocationCompensation
Team San Jose - CcfEvents & Conferences-$470,043
Tek Productions LLCStaging & Lighting-$380,346
Grayco Systems INCComputer Prog. & Mailing Services-$362,737
Rogers Dunn LLCFacilities Maintenance-$359,762
Federal ExpressShipping Services-$339,122
Revenue and Support

Revenue Composition

Contributions and Grants
$2,456,675
Program Service Revenue
$10,369,504
Investment Income
$210,976
Other Revenue
$1,740,626
All Other Contributions
$138,522
Change in Net Assets
$-406,643

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,777,781
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$436,392
Total Revenue per Audited Statements
$15,214,173
Total Revenue per Form 990
$14,777,781
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,251,856
Salaries, Compensation, and Employee Benefits$7,090,025
Grants and Similar Amounts Paid$789,609
Total Fundraising Expense$72,915
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,646,625$921,168-$4,567,793
All Other Expenses$1,136,716$324,576-$1,461,292
Comp Disqual Persons$746,914$285,186-$1,032,100
Other Employee Benefits$173,433$778,807-$952,240
Grants to Domestic Individuals$789,609--$789,609
Travel$595,749$19,008-$614,757
Depreciation Depletion$264,343$194,546-$458,889
Other Expenses$362,152$16,520-$378,672
Payroll Taxes$297,102$62,293-$359,395
Payments to Affiliates$124,657$135,093$72,915$332,665
Occupancy$100,006$117,225-$217,231
Pension Plan Contributions$141,223$37,274-$178,497
Office Expenses$106,743$35,613-$142,356
Benefits to Members$52,934--$52,934
Insurance-$47,456-$47,456
Fees for Services Accounting$1,500$45,409-$46,909
Advertising$22,599$17,995-$40,594
Fees for Services Legal-$11,860-$11,860
Total Functional Expenses$12,034,704$3,076,805$72,915$15,184,424

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$15,184,424
Total Expenses per Audited Statements$15,184,424
Total Expenses per Form 990$15,184,424
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation Payable$3,330,960
Tax Deferred Bonus Option Plan Payable$534,272
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“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, along with the chair and vice chair of the board, reviews and approves the return prior to the chief financial officer signing and filing. The board's finance committee is presented annually the completed form 990 for review.”

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

“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. At any time, legal counsel is available if there are issues in question. Each board member is required to complete and sign a conflict of interest form each year.”

Form 990, Part VI, Section B, Line 15

“The 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.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

EIN
64-6012238
Phone
6019843504

Signing Officer

Name
Steven D Mulhollen
Title
Chief Financial Officer
Phone
6019843504
Signed
2014-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rod a Risley
Formed
1977
Legal Domicile
Ms
Voting Board Members
7
Independent Board Members
6
Employees
97
Volunteers
132,000

Preparer

Preparer
Marsha H Dieckman CPA
Phone
6013261000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in regional program capital 167,710.”

Form 990, Part XII, Line 2C

“There have been no changes from the prior year in the way the organization selects and monitors the auditor.”

Form 990, Part I, 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 headquarters staff. Services are also provided by alumni, faculty at institutions with chapters, and members inducted in prior years. Activities performed support the phi theta kappa hallmarks of leadership, service, fellowship, and scholarship.”

Financial Statement Notes

PART V, LINE 4:

“All endowments 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 honor society. Foundation reports these endowment balances on their form 990, schedule d. Please note that the $1 in contributions and $1 in expenditures is only for the purposes of getting the return qualified for electronic filing.”

PART X, LINE 2:

“The organization is a not-for-profit organization that is exempt from income taxes under section 501(c)(3) of the internal revenue code. The organization qualifies for the charitable contribution deduction under section 170(b)(1)(a) and has been classified as an organization that is not a private foundation under section 509(a)(2). The organization has determined that there are no significant uncertain tax positions as of december 31, 2013 and 2012. All tax periods after 2009 remain open to examination by the federal and state taxing jurisdictions to which the organization is subject.”

Raw XML AppendixShowing 400 of 728 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.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt719275
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt84885
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt914915
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1017164
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1110839
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1215578
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1312955
IRS990/Form990PartVIISectionAGrp/PersonNm0DR ROD A RISLEY
IRS990/Form990PartVIISectionAGrp/PersonNm1EVERETT C JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm2DR GEORGE BOGGS
IRS990/Form990PartVIISectionAGrp/PersonNm3CINDY CARBONE
IRS990/Form990PartVIISectionAGrp/PersonNm4JESUS GARCIA
IRS990/Form990PartVIISectionAGrp/PersonNm5DAN BAILEY
IRS990/Form990PartVIISectionAGrp/PersonNm6DR WALTER BUMPHUS
IRS990/Form990PartVIISectionAGrp/PersonNm7STEVEN D MULHOLLEN
IRS990/Form990PartVIISectionAGrp/PersonNm8DEIDRA A DAWS
IRS990/Form990PartVIISectionAGrp/PersonNm9ELLEN C ROSTER
IRS990/Form990PartVIISectionAGrp/PersonNm10SARALYN S QUINN
IRS990/Form990PartVIISectionAGrp/PersonNm11DR LYNN TINCHER-LADNER
IRS990/Form990PartVIISectionAGrp/PersonNm12WENDY M GIAMMARCO
IRS990/Form990PartVIISectionAGrp/PersonNm13DR NANCY L RIEVES
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0414618
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7114289
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8150000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9401959
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10107474
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11117555
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12102544
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13108460
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR & SEC.
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3REGIONAL COORDINATOR REPRE
IRS990/Form990PartVIISectionAGrp/TitleTxt4STUDENT REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAPTER ADVISOR REPRESENTA
IRS990/Form990PartVIISectionAGrp/TitleTxt6COMMUNITY COLLEGE ADMIN. R
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHIEF FINANICIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHIEF OF STAFF
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHIEF INFORMATION OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt10SR. DIR. HR & OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF INFORMATION & RESEARCH OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF KEY AND CONFERENCE SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt13FOUNDATION EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt045439
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt0789609
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0789609
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0789609
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01154626
IRS990/GrossReceiptsAmt016576401
IRS990/GrossSalesOfInventoryAmt02371030
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt08
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt047456
IRS990/InsuranceGrp/TotalAmt047456
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0228010
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0220805
IRS990/InvestmentIncomeGrp/ExclusionAmt0165537
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0165537
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0911154
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03555258
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03411746
IRS990/IRPDocumentCnt044
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06109953
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04846549
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04925068
IRS990/LandBldgEquipCostOrOtherBssAmt011035021
IRS990/LegalDomicileStateCd0MS
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01109187
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PURPOSE OF PHI THETA KAPPA SHALL BE TO RECOGNIZE AND ENCOURAGE SCHOLARSHIP AMONG TWO-YEAR COLLEGE STUDENTS. TO ACHIEVE THIS PURPOSE, PHI THETA KAPPA SHALL PROVIDE OPPORTUNITY FOR THE DEVELOPMENT OF LEADERSHIP AND SERVICE, FOR AN INTELLECTUAL CLIMATE FOR EXCHANGE OF IDEAS AND IDEALS, FOR LIVELY FELLOWSHIP FOR SCHOLARS, AND FOR STIMULATION OF INTEREST IN CONTINUING ACADEMIC EXCELLENCE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt09204185
IRS990/NetAssetsOrFundBalancesEOYAmt09401644
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt045439
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt045439
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt01681597
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt01681597
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0436392
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0117225
IRS990/OccupancyGrp/ProgramServicesAmt0100006
IRS990/OccupancyGrp/TotalAmt0217231
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt035613
IRS990/OfficeExpensesGrp/ProgramServicesAmt0106743
IRS990/OfficeExpensesGrp/TotalAmt0142356
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0437358
IRS990/OtherAssetsTotalGrp/EOYAmt0466099
IRS990/OtherChangesInNetAssetsAmt0167710
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0778807
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0173433
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0952240
IRS990/OtherExpensesGrp/Desc0PROGRAM
IRS990/OtherExpensesGrp/Desc1SUBSISTENCE
IRS990/OtherExpensesGrp/Desc2PRINTING & PUBLICATION
IRS990/OtherExpensesGrp/Desc3CONTRACT LABOR
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07782
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt115358
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23636
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt316520
IRS990/OtherExpensesGrp/ProgramServicesAmt01821865
IRS990/OtherExpensesGrp/ProgramServicesAmt11242494
IRS990/OtherExpensesGrp/ProgramServicesAmt2408040
IRS990/OtherExpensesGrp/ProgramServicesAmt3362152
IRS990/OtherExpensesGrp/TotalAmt01829647
IRS990/OtherExpensesGrp/TotalAmt11257852
IRS990/OtherExpensesGrp/TotalAmt2411676
IRS990/OtherExpensesGrp/TotalAmt3378672
IRS990/OtherLiabilitiesGrp/BOYAmt03153912
IRS990/OtherLiabilitiesGrp/EOYAmt03865232
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt059029
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt059029
IRS990/OtherRevenueTotalAmt059029
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0921168
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03646625
IRS990/OtherSalariesAndWagesGrp/TotalAmt04567793
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt072915
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt0135093
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt0124657
IRS990/PaymentsToAffiliatesGrp/TotalAmt0332665
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt062293
IRS990/PayrollTaxesGrp/ProgramServicesAmt0297102
IRS990/PayrollTaxesGrp/TotalAmt0359395
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt037274
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0141223
IRS990/PensionPlanContributionsGrp/TotalAmt0178497
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt040608
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt036164
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0389018
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0383253
IRS990/PrincipalOfficerNm0ROD A RISLEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/BusinessCd4611710
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1REGIONAL PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/Desc2CONVENTION FEES
IRS990/ProgramServiceRevenueGrp/Desc3COLLEGE FISH SUBSCRIPTIONS
IRS990/ProgramServiceRevenueGrp/Desc4HONORS INSTITUTE TUITION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07245999
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1954209
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2950380
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3626691
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4411700
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07245999
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1954209
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2950380
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3626691
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4411700
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt061555
IRS990/PYContributionsGrantsAmt02522575
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0777380
IRS990/PYInvestmentIncomeAmt0303846
IRS990/PYOtherExpensesAmt06538635
IRS990/PYOtherRevenueAmt01630882
IRS990/PYProgramServiceRevenueAmt09809498
IRS990/PYRevenuesLessExpensesAmt0520034
IRS990/PYSalariesCompEmpBnftPaidAmt06369197
IRS990/PYTotalExpensesAmt013746767
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt014266801
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-406643
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RelatedOrganizationsAmt02318153
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt012110130

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,761,528
Liabilities
$5,359,884
Net assets
$9,401,644
Revenue
$14,777,781
Expenses
$15,184,424
Net income
-$406,643
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.9$2.92$26.0$17.1$18.7$1.61
2023Detailed filing. Detailed filing data is available for this year.$29.4$2.36$27.1$15.3$16.2$0.90
2022Detailed filing. Detailed filing data is available for this year.$29.8$2.98$26.8$15.2$15.0$0.13
2021Detailed filing. Detailed filing data is available for this year.$30.4$2.43$28.0$16.6$11.8$4.75
2020Detailed filing. Detailed filing data is available for this year.$25.1$2.31$22.8$14.6$10.0$4.56
2019Detailed filing. Detailed filing data is available for this year.$20.4$2.32$18.1$15.4$12.5$2.90
2018Detailed filing. Detailed filing data is available for this year.$16.8$2.05$14.8$13.7$12.5$1.19
2017Detailed filing. Detailed filing data is available for this year.$16.1$2.16$13.9$13.4$11.3$2.04
2016Detailed filing. Detailed filing data is available for this year.$13.9$2.41$11.4$13.3$12.3$1.04
2015Detailed filing. Detailed filing data is available for this year.$12.6$2.30$10.3$13.5$13.2$0.35
2014Detailed filing. Detailed filing data is available for this year.$15.2$5.59$9.58$14.5$14.2$0.25
2013Detailed filing. Detailed filing data is available for this year.$14.8$5.36$9.40$14.8$15.2$0.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.6$4.41$9.20$13.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.7$4.32$8.42$11.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.3$3.83$8.48$10.3