2025-10-08T17:27:21-05:00 2024-12-31 201941244 HORNE LLP 661 SUNNYBROOK ROAD STE 100 RIDGELAND MS 39157 990 2024-01-01 237047681 PHI THETA KAPPA GROUP PHIT 6019843504 PO BOX 13729 JACKSON MS 392363729 PAIGE B CHANDLER CHIEF FINANCIAL OFFICER 6019843504 2025-10-08 1 0 AMIE WHITTINGTON DEAN CPA P01082167 6013261000 2025-10-08 2024 2025-03-06 01:10:19Z LYNN TINCHER-LADNER PO BOX 13729 JACKSON MS 392363729 952409 1 0 1350 X PTK.ORG X 1956 MS 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. 7 6 0 57000 0 0 6040 41530 788084 910879 0 0 0 0 794124 952409 38125 40673 0 0 0 0 0 0 0 799957 977714 838082 1018387 -43958 -65978 1039625 1190354 72189 254026 967436 936328 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 1018387 40673 910879 THE 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. 1018387 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 7 6 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 0.00 2.00 X 0 0 0 DR MICHAEL ODU CHAPTER ADVISOR REPRESENTA 0.00 2.00 X 0 0 0 DR DAN PHELAN VICE CHAIR/COMMUNITY COLLEGE ADMIN. R 0.00 2.00 X 0 0 0 AMANDA GORMAN PART YEAR VICE CHAIRMAN/ALUMNI REP 0.00 2.00 X 0 0 0 DR LYNN TINCHER-LADNER PRESIDENT & CEO 1.00 40.00 X X 0 425078 26621 LIAM BLAKEWAY PART YEAR STUDENT REPRESEN 0.00 2.00 X 0 0 0 MARY LINDER REGIONAL COORD. REP 0.00 2.00 X 0 0 0 TALA ALAHMAR PART YEAR ALUMNI REPRESEN 0.00 2.00 X 0 0 0 ANNALISE SMITH PART YEAR STUDENT REPRESEN 0.00 2.00 X 0 0 0 PAIGE CHANDLER CHIEF FINANCIAL OFFICER 1.00 40.00 X 0 159362 19475 0 584440 46096 0 0 1 0 0 40000 1530 41530 MEMBERSHIP DUES AND AS 611710 462095 462095 CONVENTION AND OTHER E 611710 448784 448784 910879 952409 910879 0 0 2993 2993 37680 37680 6137 6137 442615 442615 406133 406133 AWARDS 78574 78574 MISC EXPENSE 18453 18453 POSTAGE AND PRINTING 10682 10682 SUBSCRIPTIONS 6910 6910 8210 8210 1018387 1018387 0 0 868824 1158177 170345 10285 456 21892 1039625 1190354 72189 254026 72189 254026 X 967436 936328 967436 936328 1039625 1190354 X -65978 34870 X 0 0 0 X 454253 375103 301869 412394 503625 2047244 249931 102996 259904 381730 448784 1443345 704184 478099 561773 794124 952409 3490589 0 0 0 3490589 12025 12025 704184 490124 561773 794124 952409 3502614 0.99660 0.99650 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 560307 2200 58905 23466 8592 589354 479681 2253 107633 20507 8753 560307 594796 21921 -122232 14804 479681 613655 31200 20834 62324 8569 594796 552762 382 70268 1500 8257 613655 1.00000 0 1 1 0 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. 1 SCHOLARSHIPS 93 37680 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 0 357500 0 0 0 67578 0 16005 0 10616 0 451699 0 0 PAIGE CHANDLER CHIEF FINANCIAL OFFICER 0 148820 0 4000 0 6542 0 7641 0 11834 0 178837 0 0 PART I, LINE 1A DR. LYNN TINCHER-LADNER RECEIVED A $46,000 HOUSING ALLOWANCE AND AUTO ALLOWANCE DURING THE PERIOD OF JANUARY 1, 2024 THROUGH DECEMBER 31, 2024, AND IT WAS INCLUDED IN HER TAXABLE WAGES. PART I, LINE 4B DR. LYNN TINCHER-LADNER AND PAIGE CHANDLER PARTICIPATE IN THE 457B PLAN, ADMINISTERED BY A RELATED ORGANIZATION. BOTH HAD CONTRIBUTIONS MADE TO THE PLAN ON THEIR BEHALF DURING 12/31/24. THESE DEFERRALS ARE INCLUDED 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 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. 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. PHI THETA KAPPA PO BOX 13729 JACKSON MS 392363729 646012238 HONOR SOCIETY MS 501(C)(3) 170(B)(1)(A)(VI) N/A 0 PHI THETA KAPPA FOUNDATION 1625 EASTOVER DRIVE JACKSON MS 39211 205469890 FUNDRAISING MS 501(C)(3) 170(B)(1)(A)(VI) PHI THETA KAPPA 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 PHI THETA KAPPA CAROLINAS REGION PO BOX 13729 JACKSON MS 392363729 911777616 PHIT PHI THETA KAPPA KANSASNEBRASKA REGION PO BOX 13729 JACKSON MS 392363729 931226492 PHIT PHI THETA KAPPA MIDDLE STATES REGION PO BOX 13729 JACKSON MS 392363729 931226513 PHIT PHI THETA KAPPA MSLA REGION PO BOX 13729 JACKSON MS 392363729 931226517 PHIT PHI THETA KAPPA NEVADACALIFORNIA REGION PO BOX 13729 JACKSON MS 392363729 931226522 PHIT PHI THETA KAPPA NEW ENGLAND REGION PO BOX 13729 JACKSON MS 392363729 931226524 PHIT PHI THETA KAPPA NEW YORK REGION PO BOX 13729 JACKSON MS 392363729 911777547 PHIT PHI THETA KAPPA TEXAS REGION PO BOX 13729 JACKSON MS 392363729 911777606 PHIT