Civic Intelligence

Phi Theta Kappa

990 • Fiscal year 2017 • EIN 64-6012238

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

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

40th percentile

0.13x

Higher debt load relative to assets than 40% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

41st percentile

0.16x

Higher debt load relative to revenue than 41% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

74th percentile

15%

Higher net margin than 74% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

67th percentile

$232,756

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

79th percentile

16%

Faster asset growth than 79% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

36th percentile

0.6%

Faster revenue growth than 36% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Up

$16,082,322

Up $2,225,906 (+16%) from 2016

Net Assets

Up

$13,922,365

Up $2,476,430 (+22%) from 2016

Liabilities

Down

$2,159,957

Down $250,524 (-10%) from 2016

Revenue

Up

$13,381,099

Up $74,200 (+0.6%) from 2016

Expenses

Down

$11,342,861

Down $923,975 (-7.5%) from 2016

Net Income

Up

$2,038,238

Up $998,175 (+96%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$16,082,322
Liabilities$2,159,957
Net Assets$13,922,365

Operations Trend

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

2017

Revenue$13,381,099
Expenses$11,342,861
Net Income$2,038,238
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.2
Gross Receipts
$14,368,365
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.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,363,103$4,698,427▲ $335,324
Cash and Non-Interest-Bearing Accounts$3,793,604$4,034,892▲ $241,288
Investments in Publicly Traded Securities$1,984,181$2,887,744▲ $903,563
Savings and Temporary Cash Investments$1,984,123$2,481,330▲ $497,207
Accounts Receivable$631,949$703,925▲ $71,976
Prepaid Expenses and Deferred Charges$370,778$598,108▲ $227,330
Inventories for Sale or Use$224,648$157,847▼ $66,801
Total Assets$13,856,416$16,082,322▲ $2,225,906
Other Assets Total$504,030$520,049▲ $16,019
Liabilities
Other Liabilities$1,037,029$1,059,608▲ $22,579
Accounts Payable and Accrued Expenses$1,185,413$813,440▼ $371,973
Deferred Revenue$188,039$286,909▲ $98,870
Total Liabilities$2,410,481$2,159,957▼ $250,524
Net Assets / Fund Balance
Unrestricted Net Assets$10,660,730$12,925,979▲ $2,265,249
Temporarily Rstr Net Assets$785,205$996,386▲ $211,181
Total Net Assets Fund Balance$11,445,935$13,922,365▲ $2,476,430
Total Liabilities and Net Assets / Fund Balance$13,856,416$16,082,322▲ $2,225,906

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,389,447$2,910,034$4,299,481
Other Land Buildings$1,322,562$2,766,918$4,089,480
Equipment$1,086,418$2,273,961$3,360,379
Land$900,000-$900,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017-$1-$1-
2016-$1-$1-
2015-$1-$1-
2014-$1-$1-
2013-$1-$1-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Lynn Tincher-ladnerPresident & CEOPT$192,791$39,965$232,756
Susan ScaggsVice President, Membership & Student EngagementFT$128,390$16,318$144,708
Steven D MulhollenPart Year Chief Finanicial OfficerPT$121,157$16,326$137,483
Saralyn S QuinnAssoc Vice President, Community Relations & OperatPT$119,715$16,756$136,471
Wendy M GiammarcoAssociate Vice President, EventsFT$103,070$20,879$123,949
Monika ByrdAssoc Vice President of Leadership & InternationalFT$109,868$4,185$114,053
Jennifer E StanfordAssociate Vice President of Program ImplementationFT$100,591$12,139$112,730
Paige ChandlerAvp Finance/comptrollerFT$93,659$13,949$107,608

Board Members and Trustees

NameTitle
Dr George BoggsChairman
Pattie Van AtterVice Chairman
Valerie BaldwinAlumni Representative
Dr Michael OduChapter Advisor Representa
Dr Dan PhelanCommunity College Administ
Amanda KarpinskiPart Year Student Represen
Andrew PorterPart Year Student Represen

Highest Paid Contractors

ContractorServicesLocationCompensation
Rogers Dunn LLCFacilities Management2915 NORTH STATE STREET, Jackson, MS 39216$674,104
Tek Productions LLCStaging & Lighting4403 VINELAND RD B17, Orlando, FL 32811$532,830
Grayco Systems INCComputer Prog. & Mailing Services201 CAMPBELL LOOP, Hattiesburg, MS 39401$168,195
Revenue and Support

Revenue Composition

Contributions and Grants
$1,970,244
Program Service Revenue
$9,742,806
Investment Income
$104,282
Other Revenue
$1,563,767
Change in Net Assets
$2,038,238

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table38,500$462,000Fair Market Value
Total Noncash Contributions38,500$462,000-

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,363,021
Revenue Not Reported on Financial Statements
$18,078
Revenue Not Reported on Form 990
$256,714
Other Revenue Adjustments
$18,078
Total Revenue per Audited Statements
$13,619,735
Total Revenue per Form 990
$13,381,099
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,177,353
Other Expenses$5,108,654
Grants and Similar Amounts Paid$1,009,384
Total Fundraising Expense$152,196
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,174,220$520,465-$3,694,685
Grants to Domestic Individuals$1,009,384--$1,009,384
All Other Expenses$646,718$146,560-$793,278
Other Employee Benefits$339,450$216,945-$556,395
Current Officers, Directors, Trustees, and Key Employees$176,871$300,977-$477,848
Payments to Affiliates$121,592$189,047$152,196$462,835
Depreciation Depletion$157,646$145,732-$303,378
Payroll Taxes$243,262$56,978-$300,240
Other Expenses$277,777$21,565-$299,342
Travel$223,409$9,335-$232,744
Occupancy$94,510$136,941-$231,451
Pension Plan Contributions$120,171$28,014-$148,185
Office Expenses$56,765$29,423-$86,188
Fees for Services Legal-$77,926-$77,926
Insurance-$63,247-$63,247
Advertising$28,879$30,035-$58,914
Benefits to Members$47,470--$47,470
Total Functional Expenses$9,181,566$2,009,099$152,196$11,342,861

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$11,342,861
Expenses per Audited Statements$11,324,783
Total Expenses per Audited Statements$11,324,783
Expenses Not Reported on Financial Statements$18,078
Other Expense Adjustments$18,078
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$1,059,608
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 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 avp finance/comptroller 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 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

Filer Name
Phi Theta Kappa
EIN
64-6012238
Phone
6019843504
Address
PO BOX 13729, JACKSON, MS 39236-3729
Doing Business As
Phi Theta Kappa Honor Society

Signing Officer

Name
Paige Chandler
Title
Avp Finance/comptroller
Phone
6019843504
Signed
2018-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Lynn Tincher-ladner
Formed
1977
Legal Domicile
Ms
Voting Board Members
7
Independent Board Members
6
Employees
75
Volunteers
125,000

Preparer

Firm
Horne Llp
Address
1020 HIGHLAND COLONY PKWY STE 400, RIDGELAND, MS 39157
Preparer
Amie T Whittington CPA
Phone
6013261000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in regional program capital 181,478.

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:

Endowments are generally 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 XI, LINE 4B - OTHER ADJUSTMENTS:

Store sales attributable to affiliate 18,078.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Store sales attributable to affiliate 18,078.

Raw XML AppendixShowing 400 of 705 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01185413
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0813440
IRS990/AccountsReceivableGrp/BOYAmt0631949
IRS990/AccountsReceivableGrp/EOYAmt0703925
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE 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/AdvertisingGrp/ManagementAndGeneralAmt030035
IRS990/AdvertisingGrp/ProgramServicesAmt028879
IRS990/AdvertisingGrp/TotalAmt058914
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0146560
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0646718
IRS990/AllOtherExpensesGrp/TotalAmt0793278
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt047470
IRS990/BenefitsToMembersGrp/TotalAmt047470
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/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt03793604
IRS990/CashNonInterestBearingGrp/EOYAmt04034892
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0300977
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0176871
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0477848
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0674104
IRS990/ContractorCompensationGrp/CompensationAmt1532830
IRS990/ContractorCompensationGrp/CompensationAmt2168195
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt02915 NORTH STATE STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt14403 VINELAND RD B17
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2201 CAMPBELL LOOP
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0JACKSON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1ORLANDO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2HATTIESBURG
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1FL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2MS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd039216
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd132811
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd239401
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0ROGERS DUNN LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1TEK PRODUCTIONS LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2GRAYCO SYSTEMS INC
IRS990/ContractorCompensationGrp/ServicesDesc0FACILITIES MANAGEMENT
IRS990/ContractorCompensationGrp/ServicesDesc1STAGING & LIGHTING
IRS990/ContractorCompensationGrp/ServicesDesc2COMPUTER PROG. & MAILING SERVICES
IRS990/CostOfGoodsSoldAmt0809939
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt047470
IRS990/CYContributionsGrantsAmt01970244
IRS990/CYGrantsAndSimilarPaidAmt01009384
IRS990/CYInvestmentIncomeAmt0104282
IRS990/CYOtherExpensesAmt05108654
IRS990/CYOtherRevenueAmt01563767
IRS990/CYProgramServiceRevenueAmt09742806
IRS990/CYRevenuesLessExpensesAmt02038238
IRS990/CYSalariesCompEmpBnftPaidAmt05177353
IRS990/CYTotalExpensesAmt011342861
IRS990/CYTotalFundraisingExpenseAmt0152196
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt013381099
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt0188039
IRS990/DeferredRevenueGrp/EOYAmt0286909
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0145732
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0157646
IRS990/DepreciationDepletionGrp/TotalAmt0303378
IRS990/Desc0LEADERSHIP PROGRAMS, DEVELOPMENT PROGRAMS, ACADEMIC SCHOLARSHIP RECOGNITION, AND ACADEMIC EXCELLENCE PUBLICATIONS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0PHI THETA KAPPA HONOR SOCIETY
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt075
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt09181566
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt077926
IRS990/FeesForServicesLegalGrp/TotalAmt077926
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt78.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt820.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt94.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt732.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt820.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt936.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt723262
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt816326
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt913949
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1016318
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1116756
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1220879
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1312139
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt144185
IRS990/Form990PartVIISectionAGrp/PersonNm0DR GEORGE BOGGS
IRS990/Form990PartVIISectionAGrp/PersonNm1PATTIE VAN ATTER
IRS990/Form990PartVIISectionAGrp/PersonNm2DR MICHAEL ODU
IRS990/Form990PartVIISectionAGrp/PersonNm3DR DAN PHELAN
IRS990/Form990PartVIISectionAGrp/PersonNm4VALERIE BALDWIN
IRS990/Form990PartVIISectionAGrp/PersonNm5ANDREW PORTER
IRS990/Form990PartVIISectionAGrp/PersonNm6AMANDA KARPINSKI
IRS990/Form990PartVIISectionAGrp/PersonNm7DR LYNN TINCHER-LADNER
IRS990/Form990PartVIISectionAGrp/PersonNm8STEVEN D MULHOLLEN
IRS990/Form990PartVIISectionAGrp/PersonNm9PAIGE CHANDLER
IRS990/Form990PartVIISectionAGrp/PersonNm10SUSAN SCAGGS
IRS990/Form990PartVIISectionAGrp/PersonNm11SARALYN S QUINN
IRS990/Form990PartVIISectionAGrp/PersonNm12WENDY M GIAMMARCO
IRS990/Form990PartVIISectionAGrp/PersonNm13JENNIFER E STANFORD
IRS990/Form990PartVIISectionAGrp/PersonNm14MONIKA BYRD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7209494
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8121157
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt993659
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10128390
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11119715
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12103070
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13100591
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14109868
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/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAPTER ADVISOR REPRESENTA
IRS990/Form990PartVIISectionAGrp/TitleTxt3COMMUNITY COLLEGE ADMINIST
IRS990/Form990PartVIISectionAGrp/TitleTxt4ALUMNI REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt5PART YEAR STUDENT REPRESEN
IRS990/Form990PartVIISectionAGrp/TitleTxt6PART YEAR STUDENT REPRESEN
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt8PART YEAR CHIEF FINANICIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt9AVP FINANCE/COMPTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE PRESIDENT, MEMBERSHIP & STUDENT ENGAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11ASSOC VICE PRESIDENT, COMMUNITY RELATIONS & OPERAT
IRS990/Form990PartVIISectionAGrp/TitleTxt12ASSOCIATE VICE PRESIDENT, EVENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt13ASSOCIATE VICE PRESIDENT OF PROGRAM IMPLEMENTATION
IRS990/Form990PartVIISectionAGrp/TitleTxt14ASSOC VICE PRESIDENT OF LEADERSHIP & INTERNATIONAL
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt018702
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt01009384
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01009384
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01009384
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0196029
IRS990/GrossReceiptsAmt014368365
IRS990/GrossSalesOfInventoryAmt02329516
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt063247
IRS990/InsuranceGrp/TotalAmt063247
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0224648
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0157847
IRS990/InvestmentIncomeGrp/ExclusionAmt085580
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt085580
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01984181
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02887744
IRS990/IRPDocumentCnt043
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07950913
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04363103
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04698427
IRS990/LandBldgEquipCostOrOtherBssAmt012649340
IRS990/LegalDomicileStateCd0MS
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0177327
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/NetAssetsOrFundBalancesBOYAmt011445935
IRS990/NetAssetsOrFundBalancesEOYAmt013922365
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt018702
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt018702
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt01519577
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt01519577
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0256714
IRS990/NoncashContributionsAmt0462000
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0136941
IRS990/OccupancyGrp/ProgramServicesAmt094510
IRS990/OccupancyGrp/TotalAmt0231451
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt029423
IRS990/OfficeExpensesGrp/ProgramServicesAmt056765
IRS990/OfficeExpensesGrp/TotalAmt086188
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0504030
IRS990/OtherAssetsTotalGrp/EOYAmt0520049
IRS990/OtherChangesInNetAssetsAmt0181478
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0216945
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0339450
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0556395
IRS990/OtherExpensesGrp/Desc0PROGRAM
IRS990/OtherExpensesGrp/Desc1SUBSISTENCE
IRS990/OtherExpensesGrp/Desc2POSTAGE & HANDLING
IRS990/OtherExpensesGrp/Desc3PRINTING & PUBLICATION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01723
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt19816
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt224370
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt321565
IRS990/OtherExpensesGrp/ProgramServicesAmt01082813
IRS990/OtherExpensesGrp/ProgramServicesAmt1973112
IRS990/OtherExpensesGrp/ProgramServicesAmt2407517
IRS990/OtherExpensesGrp/ProgramServicesAmt3277777
IRS990/OtherExpensesGrp/TotalAmt01084536
IRS990/OtherExpensesGrp/TotalAmt1982928
IRS990/OtherExpensesGrp/TotalAmt2431887
IRS990/OtherExpensesGrp/TotalAmt3299342
IRS990/OtherLiabilitiesGrp/BOYAmt01037029
IRS990/OtherLiabilitiesGrp/EOYAmt01059608
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt044190
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt044190
IRS990/OtherRevenueTotalAmt044190
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0520465
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03174220
IRS990/OtherSalariesAndWagesGrp/TotalAmt03694685
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt0152196
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt0189047
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt0121592
IRS990/PaymentsToAffiliatesGrp/TotalAmt0462835
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt056978
IRS990/PayrollTaxesGrp/ProgramServicesAmt0243262
IRS990/PayrollTaxesGrp/TotalAmt0300240
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt028014
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0120171
IRS990/PensionPlanContributionsGrp/TotalAmt0148185
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0370778
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0598108
IRS990/PrincipalOfficerNm0DR LYNN TINCHER-LADNER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/BusinessCd4611710
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1CONVENTION FEES
IRS990/ProgramServiceRevenueGrp/Desc2COLLEGE FISH SUBSCRIPTIONS
IRS990/ProgramServiceRevenueGrp/Desc3HONORS INSTITUTE TUITION
IRS990/ProgramServiceRevenueGrp/Desc4LEADERSHIP DEVELOPMENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07388396
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11140706
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2662170
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3409288
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4142246
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07388396
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11140706
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2662170
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3409288
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4142246
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt046793
IRS990/PYContributionsGrantsAmt01281278
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01387812
IRS990/PYInvestmentIncomeAmt0123319
IRS990/PYOtherExpensesAmt05812708
IRS990/PYOtherRevenueAmt01976031
IRS990/PYProgramServiceRevenueAmt09926271
IRS990/PYRevenuesLessExpensesAmt01040063
IRS990/PYSalariesCompEmpBnftPaidAmt05019523
IRS990/PYTotalExpensesAmt012266836
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt013306899
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02038238
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RelatedOrganizationsAmt01970244
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt011306573
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01984123
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02481330
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08914718

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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