2025-10-14T13:21:15-05:00 2024-12-31 201941244 HORNE LLP 661 SUNNYBROOK ROAD STE 100 RIDGELAND MS 39157 990 2024-01-01 646012238 PHI THETA KAPPA PHIT 6019843504 PO BOX 13729 JACKSON MS 392363729 PAIGE CHANDLER CFO 6019843504 2025-10-14 1 0 AMIE WHITTINGTON DEAN CPA P01082167 6013261000 2025-10-14 2024 2025-03-06 01:10:19Z PHI THETA KAPPA HONOR SOCIETY DR LYNN TINCHER-LADNER 1625 EASTOVER DRIVE JACKSON MS 39211 21090254 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. 7 6 88 110689 0 0 2081514 3185995 10567701 10828000 452744 893648 2195906 2152175 15297865 17059818 1234611 1726897 220896 232436 5257588 5574255 0 0 239793 9485661 11138479 16198756 18672067 -900891 -1612249 29414854 28901090 2356847 2916857 27058007 25984233 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 13333647 1726897 13329855 LEADERSHIP PROGRAMS, DEVELOPMENT PROGRAMS, ACADEMIC SCHOLARSHIP RECOGNITION, AND ACADEMIC EXCELLENCE PUBLICATIONS. 13333647 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 1 64 0 1 88 1 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 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 VICE CHAIRMAN/COMMUNITY COLLEGE ADMINIST 2.00 X 0 0 0 AMANDA GORMAN PART YEAR BOARD - ED FDTN 0.00 40.00 X 17933 0 3058 LIAM BLAKEWAY STUDENT REPRESENTATIVE - P 2.00 X 0 0 0 DR LYNN TINCHER-LADNER PRESIDENT & CEO 32.00 8.00 X X 425078 0 26621 TALA ALAHMAR ALUMNI REPRESENTATIVE - PART YEAR 2.00 X 0 0 0 ANNALISE SMITH STUDENT REPRESENTATIVE 2.00 X 0 0 0 PAIGE CHANDLER CHIEF FINANCIAL OFFICER 36.00 4.00 X 159362 0 19475 MATTHEW MURPHY DIRECTOR OF INFORMATION TE 40.00 X 121569 0 16441 PATRICK MCDANIEL SOFTWARE ENGINEER 40.00 X 114816 0 12856 HEATHER YUSH SENIOR DIRECTOR OF COLLEGE 40.00 X 117728 0 13078 MONICA MARLOWE PART YEAR ED FDTN 0.00 40.00 X 164303 0 17618 ARCHANA REDDY SOFTWARE ENGINEER 40.00 X 116270 0 14413 1237059 0 123560 10 0 1 0 TAFT STETTINIUS & HOLLISTER LLP 425 WALNUT STREET STE 1800 CINCINATTI OH 452023957 LEGAL 1250165 TEK PRODUCTIONS LLC 4403 VINELAND RD B17 ORLANDO FL 32811 STAGING & LIGHTING 614540 DAVID FRANKLYN IP CONSULTING 5602 E VIA BUENA VIS PARADISE VALLEY AZ 85253 CONSULTING 224029 GODWIN PO BOX 3562 JACKSON MS 392073562 MARKETING DIGITAL MEDIA 212768 WISE CARTER 401 E CAPITOL STREET STE 600 PO JACKSON MS 39205 LEGAL 203451 11 2102888 1083107 3185995 MEMBERSHIP DUES 611710 6188027 6188027 PTK CONNECT SUBSCRIPTIONS 611710 1720823 1720823 REGIONAL PROGRAM FEES 611710 1484579 1484579 CONVENTION FEES 611710 1413613 1413613 LEADERSHIP DEVELOPMENT 611710 20958 20958 10828000 543968 543968 3890703 3541023 349680 349680 349680 2640589 489413 2151176 2151176 MISCELLANEOUS REVENUE 541900 999 999 999 17059818 13329855 0 543968 1726897 1726897 232436 232436 651527 278157 373370 3820862 3091601 729261 144606 111935 32671 629278 363822 265456 327982 248648 79334 1758481 4144 1754337 44218 44218 973620 346872 626748 69537 48554 20983 103002 67262 35740 244629 115559 129070 400317 371818 28499 933874 456858 237223 239793 419294 110303 308991 72311 72311 PROGRAMS 2790224 2762263 27961 SUBSISTENCE 1587365 1548712 38653 POSTAGE & HANDLING 474935 447982 26953 DUES & SUBSCRIPTIONS 311116 201089 110027 955556 798735 156821 18672067 13333647 5098627 239793 4131025 10184354 6646469 1597467 546589 2018219 1502985 1290367 1412280 893185 14503324 10785758 4072182 3717566 3780369 3121556 7024074 5771498 298881 306878 29414854 28901090 1196172 1744357 708917 699548 451758 472952 2356847 2916857 X 24805428 23999021 2252579 1985212 27058007 25984233 29414854 28901090 -1612249 538475 0 X X 0 1 X 1 0 X 9672114 11160178 8533794 8340776 9374022 47080884 9672114 11160178 8533794 8340776 9374022 47080884 47080884 91568 255450 174884 452744 893648 1868294 647073 75720 6665 4688 999 735145 49684323 28745798 0.94760 0.94230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 1 1 1 1 1 1 1 1 0 1 1 900000 900000 5497444 3126247 2371197 1765197 1486784 278413 6340683 6172727 167956 3717566 SCHWAB TOTAL STOCK MKT 2164539 F SCHWAB US AGGREGATE BOND INDEX FUND 2403924 F SCHWAB FUNDAMENTAL US LARGE CO INDEX 1203035 F 5771498 DEFERRED COMPENSATION PAYABLE 434559 REFUNDABLE ADVANCES 38393 472952 17570293 538475 538475 17031818 28000 28000 17059818 18644067 0 18644067 28000 28000 18672067 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: NETTING OF INCOME AND EXPENSE 28,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: NETTING OF INCOME AND EXPENSE 28,000. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, COLLECTION OF PROGAM-RELATED REVENUE INCLUDING MEMBERSHIP FEES REVENUE ASSOCIATED WITH GENERAL MEMBERSHIP SERVICES 6496 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 10317 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM COLLECTION OF PROGAM RELATED REVNUE INCLUDING MEMBERSHIP FEES REVENUE ASSOCIATED WITH GENERAL MEMBERSHIP SERVICES 13955 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, COLLECTION OF PROGAM-RELATED REVENUE INCLUDING MEMBERSHIP FEES REVENUE ASSOCIATED WITH GENERAL MEMBERSHIP SERVICES 440 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 6300 RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, COLLECTION OF PROGAM-RELATED REVENUE INCLUDING MEMBERSHIP FEES REVENUE ASSOCIATED WITH GENERAL MEMBERSHIP SERVICES 607 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, COLLECTION OF PROGAM-RELATED REVENUE INCLUDING MEMBERSHIP FEES REVENUE ASSOCIATED WITH GENERAL MEMBERSHIP SERVICES 1575 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, COLLECTION OF PROGAM-RELATED REVENUE INCLUDING MEMBERSHIP FEES REVENUE ASSOCIATED WITH GENERAL MEMBERSHIP SERVICES 664 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, COLLECTION OF PROGAM-RELATED REVENUE INCLUDING MEMBERSHIP FEES REVENUE ASSOCIATED WITH GENERAL MEMBERSHIP SERVICES 879 0 0 0 0 0 0 40354 879 41233 0 0 0 0 0 0 1 SCHOLARSHIP ASSISTANCE FOR PHI THETA KAPPA STUDENTS 750 1638757 SCHOLARSHIP ASSISTANCE FOR STUDENT MEMBERSHIP IN PHI THETA KAPPA 1469 88140 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 357500 0 0 0 67578 0 16005 0 10616 0 451699 0 0 0 MONICA MARLOWE PART YEAR ED FDTN 149125 0 0 0 15178 0 7223 0 10395 0 181921 0 0 0 PAIGE CHANDLER CHIEF FINANCIAL OFFICER 148820 0 4000 0 6542 0 7641 0 11834 0 178837 0 0 0 PART I, LINE 1A DR. LYNN TINCHER-LADNER RECEIVED A $46,000 HOUSING 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. 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. DR COURTNEY LANGE FAMILY MEMBER OF PRESIDENT 91954 COMPENSATION PAID FOR HER POSITION AS SENIOR DIRECTOR OF SPECIAL INITIATIVES. 0 SCHEDULE L: BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS DR. COURTNEY LANGE SERVES AS SENIOR DIRECTOR OF SPECIAL INITIATIVES FOR THE PHI THETA KAPPA FOUNDATION AND REPORTS DIRECTLY TO THE FOUNDATION'S EXECUTIVE DIRECTOR. HER POSITION IS FUNDED THROUGH AN EXTERNAL GRANT. DR. LANGE'S COMPENSATION IS ESTABLISHED IN ACCORDANCE WITH THE ORGANIZATION'S STANDARD PAY PRACTICES FOR THE POSITION HELD. 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 665889 CASH PHI THETA KAPPA FOUNDATION C 2102888 CASH PHI THETA KAPPA FOUNDATION N 31296 CASH PHI THETA KAPPA FOUNDATION O 618471 CASH PHI THETA KAPPA FOUNDATION Q 112074 CASH PHI THETA KAPPA GROUP B 267985 CASH