2025-10-08T17:26:27-05:00 2024-12-31 201941244 HORNE LLP 661 SUNNYBROOK ROAD STE 100 RIDGELAND MS 39157 990 2024-01-01 205469890 PHI THETA KAPPA FOUNDATION PHIT 6019843504 1625 EASTOVER DRIVE JACKSON MS 39211 PAIGE CHANDLER CFO 6019843504 2025-10-08 1 0 AMIE WHITTINGTON DEAN CPA P01082167 6013261000 2025-10-08 2024 2025-03-06 01:10:19Z AMANDA GORMAN 1625 EASTOVER DRIVE JACKSON MS 39211 4273497 0 X WWW.PTKFOUNDATION.ORG/ X 2006 MS THE PURPOSE OF PHI THETA KAPPA FOUNDATION IS TO SECURE THE FINANCIAL RESOURCES TO SUPPORT THE VALUES, VISION, AND PRIORITIES OF THE PHI THETA KAPPA HONOR SOCIETY. 5 3 0 7 0 0 2050577 2596826 0 0 492108 722853 8308 2418 2550993 3322097 1221014 2102888 0 0 584477 624993 0 0 251331 271819 272288 2077310 3000169 473683 321928 16381188 17874262 2647342 3085526 13733846 14788736 THE MISSION OF THE PHI THETA KAPPA FOUNDATION IS TO SECURE THE FINANCIAL RESOURCES TO SUPPORT THE VALUES, VISION, AND PRIORITIES OF THE PHI THETA KAPPA HONOR SOCIETY. 0 0 2361770 2102887 252291 THE PHI THETA KAPPA FOUNDATION'S PURPOSE IS TO RAISE AND OVERSEE THE VOLUNTARY PRIVATE SUPPORT OF TIME, TALENT, AND FINANCIAL CONTRIBUTIONS TO SUPPORT AND ADVANCE THE MISSION, VISION AND PRIORITIES OF PHI THETA KAPPA HONOR SOCIETY. 2361770 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 X 5 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AZ AR CA CT DC FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NY NC ND OH OR RI PA UT WA WV WI VA CO NM SC TN X AMANDA GORMAN 6019843530 1625 EASTOVER DRIVE JACKSON MS 39211 DR WILLIS LOTT CHAIR - PART YEAR 1.00 X 0 0 0 DR GEORGE BOGGS CHAIR/INTERNATIONAL HONORARY MEM 1.00 2.00 X 0 0 0 LOU OBERNDORF TRUSTEE 1.00 X 0 0 0 JANE HALE PAULSEN TRUSTEE - PART YEAR 1.00 X 0 0 0 JODI HARRIS TRUSTEE - PART YEAR 1.00 X 0 0 0 DR JASON SCALES TRUSTEE - PART YEAR 1.00 X 0 0 0 DR MICHAEL CHIPPS TRUSTEE - PART YEAR 1.00 X 0 0 0 DR LYNN TINCHER-LADNER PRESIDENT & CEO 8.00 32.00 X X 0 425078 26621 MONICA MARLOWE EXECUTIVE DIRECTOR - PART YEAR 40.00 X X 0 164303 17618 AMANDA GORMAN INTERIM EXECUTIVE DIRECTOR - PART YEAR 40.00 X X 0 17933 3058 PAIGE B CHANDLER CFO 4.00 36.00 X 0 159362 19475 0 766676 66772 0 0 1 0 0 29167 665889 1901770 665889 2596826 470562 470562 1196297 944006 252291 252291 252291 9812 29167 7394 2418 2418 3322097 252291 0 472980 2102888 2102888 523568 136518 177283 209767 23069 6242 8303 8524 41595 28599 10933 2063 36761 10268 13247 13246 12421 12421 128691 128691 2119 2119 4711 1751 183 2777 933 68 585 280 15687 6966 4360 4361 16040 13155 149 2736 11856 3689 6322 1845 DUES AND SUBSCRIPTIONS 31153 22249 8904 0 PROGRAM 29193 20755 5392 3046 TELECOMMUNICATIONS 5721 3045 2619 57 IT APPLICATIONS EXPENSE 3744 3744 10019 3458 3932 2629 3000169 2361770 387068 251331 3393831 3893446 164762 90030 206916 129830 12605679 13750956 10000 10000 16381188 17874262 2647342 3085526 2647342 3085526 X 3865095 4162728 9868751 10626008 13733846 14788736 16381188 17874262 321928 732962 0 X X 0 1 X 1 0 X 2647646 3406728 2087133 2050577 2596826 12788910 2647646 3406728 2087133 2050577 2596826 12788910 2250875 10538035 279265 319498 248937 492108 722853 2062661 14851571 0.70960 0.71850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9986775 133959 1053255 410895 80148 10682946 8989772 69908 1361150 353219 80836 9986775 10846269 79499 -1657526 278470 8989772 10269492 204615 1263389 810325 80902 10846269 9228092 118805 1190086 195592 71899 10269492 0.08491 0.91506 0.00004 0 0 0 SCHWAB FUNDAMENTAL INTL LARGE CO INDEX 625187 F SCHWAB FUNDAMENTAL US LARGE CO INDEX 1414001 F SCHWAB FUNDAMENTAL US SMALL CO INDEX 265615 F SCHWAB INTERNATIONAL INDEX FUND 719179 F SCHWAB SHORT-TERM BOND INDEX FUND 1394507 F SCHWAB TOTAL STOCK MARKET INDEX 3371150 F SCHWAB US AGG BOND INDEX FD 2544899 F SCHWAB US BROAD MARKET ETF 1048740 F VANGUARD TOTAL BOND MARKET INDEX FUND ADMIRAL SHARES 1445119 F VANGUARD TOTAL INTERNATIONAL STOCK INDEX ADMIRAL SHARES 511187 F S&P 400 MID CAP ETF 262512 F US TREASU NT 148860 F 13750956 DUE TO PHI THETA KAPPA 510526 DEFERRED REVENUE 75000 REFUNDABLE ADVANCES 2500000 3085526 3936779 732962 10411 743373 3193406 128690 1 128691 3322097 2881890 10411 10411 2871479 128690 128690 3000169 PART V, LINE 4: THE CURRENT POSITION OF THE FOUNDATION INCLUDES INVESTMENTS IN CASH AND CASH EQUIVALENTS. THE INTENT OF THE FOUNDATION IS TO MAINTAIN AN INVESTMENT PORTFOLIO WITH A MODERATE RATE OF RETURN. THE INTENDED USE OF ENDOWMENT FUNDS ARE DEFINED BY A WRITTEN AGREEMENT BETWEEN THE DONOR AND THE ORGANIZATION. THE GENERAL PURPOSE OF AN ENDOWMENT IS TO PROVIDE FUNDING TO SUPPORT SCHOLARSHIPS AND PROGRAMS IN PERPETUITY, BY ONLY DISBURSING EARNED INCOME AND PRESERVING THE CORPUS OF THE FUND. PART XI, LINE 2D - OTHER ADJUSTMENTS: ENDOWMENT DISTRIBUTIONS REINVESTED TO CORPUS 3,017. FUNDRAISING EXPENSE NET WITH REVENUE 7,394. PART XI, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 1. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE NET WITH REVENUE 7,394. ENDOWMENT DISTRIBUTIONS REINVESTED TO CORPUS 3,017. 5K RUN/WALK 38979 29167 9812 7394 38979 29167 9812 7394 7394 2418 1 PHI THETA KAPPA 1625 EASTOVER DRIVE JACKSON MS 39211 646012238 501(C)(3) 2102888 0 SCHOLARSHIP PROGRAMS, CONVENTIONS SPONSORSHIPS, AND GRANT PROGRAMS 1 0 PART I, LINE 2: EACH SCHOLARSHIP PROGRAM ADMINISTERED BY PHI THETA KAPPA FOUNDATION 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. 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 MONICA MARLOWE EXECUTIVE DIRECTOR - PART YEAR 0 149125 0 0 0 15178 0 7223 0 10395 0 181921 0 0 PAIGE B CHANDLER CFO 0 148820 0 4000 0 6542 0 7641 0 11834 0 178837 0 0 PART I, LINE 3 THE FOUNDATION'S EXECUTIVE DIRECTOR IS COMPENSATED BY A RELATED ORGANIZATION, PHI THETA KAPPA. PHI THETA KAPPA USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE FOUNDATION'S EXECUTIVE DIRECTOR: COMPENSATION COMMITTEE, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEYS OR STUDIES, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. 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 12/31/24. THESE DEFERRALS ARE INCLUDE IN THEIR COMPENSATION LISTED ON SCHEDULE J, FROM A RELATED ORGANIZATION. FORM 990, SCHEDULE J, PART II: PLEASE NOTE THAT THE FOUNDATION DOES NOT HAVE ANY EMPLOYEES OR ISSUE ANY W-2S. HOWEVER, A PORTION OF EMPLOYEES' SALARIES FROM THE SOCIETY ARE ALLOCATED TO THE FOUNDATION. X IN-KIND CONTRIBUTIONS FOR FACILITIES, ETC. 1 665889 FAIR MARKET VALUE 0 1 0 PART 1, LINE 6 PHI THETA KAPPA FOUNDATION SERVICES ARE DERIVED FROM FULL-TIME AND PART-TIME VOLUNTEER ACTIVITIES. VOLUNTEER ESTIMATES ARE BASED ON CURRENT YEAR BOARD MEMBERS' ACTIVITIES PERFORMED TO SUPPORT THE MISSION OF THE FOUNDATION. 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 EXECUTIVE DIRECTOR OF PHI THETA KAPPA FOUNDATION REVIEWS THE RETURN AND THEN SENDS TO THE OF THE BOARD OF TRUSTEES FOR APPROVAL. THE RETURN IS MADE AVAILABLE TO THE FULL BOARD OF TRUSTEES PRIOR TO THE RETURN BEING SIGNED AND FILED BY THE CFO. FORM 990, PART VI, SECTION B, LINE 12C THE PHI THETA KAPPA FOUNDATION BOARD REVIEWS THE CURRENT CONFLICT OF INTEREST POLICY AT THE ANNUAL BOARD MEETING EACH YEAR. TIME IS SET ASIDE FOR A DISCUSSION PERTAINING TO CONFLICT OF INTEREST ISSUES ANNUALLY, AND EACH TRUSTEE IS REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST FORM EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15 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 18 THE ORGANIZATION MAKES ITS FORM 1023 AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. 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. PHI THETA KAPPA PO BOX 13729 JACKSON MS 39236 646012238 HONOR SOCIETY MS 501(C)(3) 170(B)(1)(A) (VI) 0 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 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0