2024-10-22T12:19:48-05:00 2023-12-31 201941244 HORNE LLP 661 SUNNYBROOK ROAD STE 100 RIDGELAND MS 39157 990 2023-01-01 646012238 PHI THETA KAPPA PHIT 6019843504 PO BOX 13729 JACKSON MS 392363729 PAIGE CHANDLER CFO 6019843504 2024-10-21 1 0 AMIE WHITTINGTON DEAN CPA P01082167 6013261000 2024-10-21 2023 2024-10-15 13:58:12Z PHI THETA KAPPA HONOR SOCIETY DR LYNN TINCHER-LADNER 1625 EASTOVER DRIVE JACKSON MS 39211 16598641 0 X PTK.ORG X 1977 MS 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. 8 7 86 112486 0 0 1894564 2081514 10833518 10567701 174884 452744 2270120 2195906 15173086 15297865 1206230 1234611 208709 220896 5060489 5257588 0 0 223586 8563784 9485661 15039212 16198756 133874 -900891 29754950 29414854 2983272 2356847 26771678 27058007 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. 0 0 12162076 1234611 12759426 LEADERSHIP PROGRAMS, DEVELOPMENT PROGRAMS, ACADEMIC SCHOLARSHIP RECOGNITION, AND ACADEMIC EXCELLENCE PUBLICATIONS. 12162076 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 1 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 58 0 1 86 1 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X LYNN TINCHER-LADNER 6019843504 1625 EASTOVER DRIVE JACKSON MS 39211 DR GEORGE BOGGS CHAIRMAN 2.00 1.00 X 0 0 0 MARY LINDER REG. COORD. REP 2.00 X 0 0 0 DR MICHAEL ODU CHAPTER ADVISOR REPRESENTA 2.00 X 0 0 0 DR DAN PHELAN COMMUNITY COLLEGE ADMINIST 2.00 X 0 0 0 AMANDA KARPINSKI VICE CHAIRMAN/ALUMNI REP - 2.00 X 0 0 0 LIAM BLAKEWAY STUDENT REPRESENTATIVE - P 2.00 X 0 0 0 KEZIAH ANCHETA STUDENT REPRESENTATIVE - P 2.00 X 0 0 0 DAYRIANA SANDERS STUDENT REPRESENTATIVE - P 2.00 X 0 0 0 DR LYNN TINCHER-LADNER PRESIDENT & CEO 32.00 8.00 X X 386564 0 23578 PAIGE CHANDLER CHIEF FINANCIAL OFFICER 36.00 4.00 X 153192 0 18165 MATTHEW MURPHY DIRECTOR OF INFORMATION TECHNOLOGY 40.00 X 112352 0 15309 PATRICK MCDANIEL SOFTWARE ENGINEER 40.00 X 112808 0 11972 HEATHER YUSH SENIOR DIRECTOR OF COLLEGE RELATIONS 40.00 X 113725 0 12041 REBECCA WARREN CHIEF EXPERIENCE OFFICER 40.00 X 126209 0 16067 MONICA MARLOWE FOUNDATION EXECUTIVE DIRECTOR 0.00 40.00 X 174122 0 19390 1178972 0 116522 10 0 1 0 TEK PRODUCTIONS LLC 4403 VINELAND RD B17 ORLANDO FL 32811 STAGING & LIGHTING 1803377 TAFT STETTINIUS & HOLLISTER LLP 425 WALNUT STREET STE 1800 CINCINATTI OH 452023957 LEGAL 748670 ROGERS DUNN LLC 2915 NORTH STATE STREET JACKSON MS 39216 FACILITIES MANAGEMENT 183502 EPIQ EDISCOVERY SOLUTIONS INC 777 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 LEGAL 180175 FREEMAN EXPOSITIONS LLC 14221 NORTH DALLAS PKWY SUITE 200 DALLAS TX 75254 CONVENTION SETUP 143557 5 1221014 860500 2081514 MEMBERSHIP DUES 611710 6259262 6259262 PTK CONNECT SUBSCRIPTIONS 611710 1764317 1764317 REGIONAL PROGRAM FEES 611710 1344531 1344531 CONVENTION FEES 611710 1172300 1172300 LEADERSHIP DEVELOPMENT 611710 27291 27291 10567701 456925 456925 687786 691967 -4181 -4181 -4181 2800027 608809 2191218 2191218 MISCELLANEOUS REVENUE 541900 4688 4688 4688 15297865 12759426 0 456925 1218861 1218861 15750 15750 220896 220896 581500 205071 376429 3659342 2953046 706296 134352 93914 40438 571680 314401 257279 310714 228271 82443 1091043 2665 1088378 29000 29000 177464 155364 22100 1194 1194 99399 84850 14549 241960 92876 149084 385372 346917 38455 127230 127230 615968 167449 224933 223586 429700 112650 317050 71425 71425 PROGRAMS 2401438 2375251 26187 SUBSISTENCE 1801200 1677721 123479 POSTAGE & HANDLING 537571 528278 9293 CHAPTER EXPENSES 355880 355880 1119817 883541 236276 16198756 12162076 3813094 223586 7831385 4131025 6562020 6646469 327877 546589 834115 1502985 926677 1412280 14426791 10354609 4339743 4072182 4161476 3780369 4480597 7024074 291060 298881 29754950 29414854 1014242 1196172 684685 708917 1284345 451758 2983272 2356847 X 24138098 24805428 2633580 2252579 26771678 27058007 29754950 29414854 -900891 1187220 0 X X 0 1 X 1 0 X 10349221 8665274 11160178 8533794 8340776 47049243 10349221 8665274 11160178 8533794 8340776 47049243 1375 47047868 106006 91568 255450 174884 452744 1080652 60391 1653913 75720 6665 4688 1801377 49931272 26790309 0.94230 0.94720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 1 1 1 1 1 1 1 1 0 1 1 900000 900000 5479004 2949435 2529569 1765197 1426495 338702 6282590 5978679 303911 4072182 SCHWAB TOTAL STOCK MKT 2768741 F SCHWAB US AGGREGATE BOND INDEX FUND 2741655 F SCHWAB FUNDAMENTAL US LARGE CO INDEX 1513678 F 7024074 DEFERRED COMPENSATION PAYABLE 451758 451758 16485083 1187220 -2 1187218 15297865 0 15297865 16198754 -2 -2 16198756 0 16198756 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 2D - OTHER ADJUSTMENTS: ROUNDING -2. PART XII, LINE 2D - OTHER ADJUSTMENTS: ROUNDING -2. 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, COLLECTION OF PROGAM-RELATED REVENUE INCLUDING MEMBERSHIP FEES AND SCHOLARSHIPS REVENUE ASSOCIATED WITH GENERAL MEMBERSHIP SERVICES 12270 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM COLLECTION OF PROGAM RELATED REVNUE INCLUDING MEMBERSHIP FEES REVENUE ASSOCIATED WITH GENERAL MEMBERSHIP SERVICES CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, COLLECTION OF PROGAM-RELATED REVENUE INCLUDING MEMBERSHIP FEES REVENUE ASSOCIATED WITH GENERAL MEMBERSHIP SERVICES SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, COLLECTION OF PROGAM-RELATED REVENUE INCLUDING MEMBERSHIP FEES REVENUE ASSOCIATED WITH GENERAL MEMBERSHIP SERVICES 192 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES COLLECTION OF PROGAM-RELATED REVENUE INCLUDING MEMBERSHIP FEES AND SCHOLARSHIPS AND SPEAKER FEES REVENUE ASSOCIATED WITH GENERAL MEMBERSHIP SERVICES 12150 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, COLLECTION OF PROGAM-RELATED REVENUE INCLUDING MEMBERSHIP FEES REVENUE ASSOCIATED WITH GENERAL MEMBERSHIP SERVICES SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, COLLECTION OF PROGAM-RELATED REVENUE INCLUDING MEMBERSHIP FEES REVENUE ASSOCIATED WITH GENERAL MEMBERSHIP SERVICES RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, COLLECTION OF PROGAM-RELATED REVENUE INCLUDING MEMBERSHIP FEES REVENUE ASSOCIATED WITH GENERAL MEMBERSHIP SERVICES SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, COLLECTION OF PROGAM-RELATED REVENUE INCLUDING MEMBERSHIP FEES REVENUE ASSOCIATED WITH GENERAL MEMBERSHIP SERVICES 0 0 0 0 0 0 24612 0 24612 SCHOLARSHIP NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 3 5500 CHECK SCHOLARSHIP EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 1 10250 CHECK 0 0 0 0 0 0 PART I, LINE 2: EACH 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. 1 SCHOLARSHIP ASSISTANCE FOR PHI THETA KAPPA STUDENTS 754 1163341 SCHOLARSHIP ASSISTANCE FOR STUDENT MEMBERSHIP IN PHI THETA KAPPA 925 55520 PART I, LINE 2: EACH 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. X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 DR LYNN TINCHER-LADNER PRESIDENT & CEO 325064 0 0 0 61500 0 15282 0 8296 0 410142 0 0 0 MONICA MARLOWE FOUNDATION EXECUTIVE DIRECTOR 169122 0 5000 0 0 0 8667 0 10723 0 193512 0 0 0 PAIGE CHANDLER CHIEF FINANCIAL OFFICER 137942 0 5000 0 10250 0 7323 0 10842 0 171357 0 0 0 PART I, LINE 1A DR. LYNN TINCHER-LADNER RECEIVED A $39,000 HOUSING AND AUTO ALLOWANCE DURING THE PERIOD OF JANUARY 1, 2023 THROUGH DECEMBER 31, 2023, AND IT WAS INCLUDED IN HER TAXABLE WAGES. PART I, LINE 4B DR. LYNN TINCHER-LADNER AND PAIGE CHANDLER PARTICIPATE IN THE 457B PLAN. BOTH HAD CONTRIBUTIONS MADE TO THE PLAN ON THEIR BEHALF DURING 12/31/23. THESE DEFERRALS ARE INCLUDE IN THEIR COMPENSATION LISTED ON SCHEDULE J. 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 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 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. 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 AND CHAPTER ADVISORS. 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. PHI THETA KAPPA FOUNDATION 1625 EASTOVER DRIVE JACKSON MS 39211 205469890 FUNDRAISING MS 501(C)(3) 170(B)(1)(A) (VI) PHI THETA KAPPA 1 PHI THETA KAPPA GROUP 1625 EASTOVER DRIVE JACKSON MS 39211 237047681 HONOR SOCIETY COLLEGE CHAPTERS - GROUP MS 501(C)(3) 509(A)(2) PHI THETA KAPPA 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 PHI THETA KAPPA FOUNDATION B 615968 CASH PHI THETA KAPPA FOUNDATION C 1221014 CASH PHI THETA KAPPA FOUNDATION N 31565 CASH PHI THETA KAPPA FOUNDATION O 584398 CASH PHI THETA KAPPA FOUNDATION Q 122541 CASH