2017-05-15T10:27:20-05:00 2016-12-31 201941244 HORNE LLP 1020 HIGHLAND COLONY PKWY STE 400 RIDGELAND MS 39157 990 2016-01-01 646012238 PHI THETA KAPPA PHIT 6019843504 PO BOX 13729 JACKSON MS 392363729 STEVEN D MULHOLLEN CHIEF FINANCIAL OFFICER 6019843504 2017-05-12 1 AMIE T WHITTINGTON CPA P01082167 6013261000 2017-05-02 68.216.176.67 2017-05-12 12:52:38 CD P D054F9A9055A54349E9398BCD84EE09700E23E35 AC37D2947511652B41FB31E300783088FC550B9E 2016 2021-01-29 14:40:06Z PHI THETA KAPPA HONOR SOCIETY LYNN TINCHER-LADNER 1625 EASTOVER DRIVE JACKSON MS 39211 14722988 0 X PTK.ORG X 1977 MS PHI THETA KAPPA IS AN HONOR SOCIETY FOR STUDENTS AT TWO-YEAR COLLEGES WITH THE PURPOSE OF RECOGNIZING AND ENCOURAGING SCHOLARSHIP AMONG THESE STUDENTS. 7 6 83 128000 0 0 1288029 1281278 10053442 9926271 176781 123319 2027531 1976031 13545783 13306899 927755 1387812 44866 46793 6354394 5019523 0 0 74598 5871103 5812708 13198118 12266836 347665 1040063 12606154 13856416 2299624 2410481 10306530 11445935 X 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. 0 0 10270663 1387812 11902302 LEADERSHIP PROGRAMS, DEVELOPMENT PROGRAMS, ACADEMIC SCHOLARSHIP RECOGNITION, AND ACADEMIC EXCELLENCE PUBLICATIONS. 10270663 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 30 0 1 83 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 EVERETT C JOHNSON PART YEAR CHAIRMAN 2.00 0.00 X 0 0 0 DR GEORGE BOGGS PART YEAR CHAIRMAN/VICE CHAIRMAN 2.00 1.00 X 0 0 0 PATTIE VAN ATTER REGIONAL COORDINATOR REPRESENTATIVE 2.00 0.00 X 0 0 0 DR MICHAEL ODU CHAPTER ADVISOR REPRESENTATIVE 2.00 0.00 X 0 0 0 DR DAN PHELAN COMMUNITY COLLEGE ADMINISTRATOR 2.00 0.00 X 0 0 0 YANIK ETAN PART YEAR STUDENT REPRESENTATIVE 2.00 0.00 X 0 0 0 DR LYNN TINCHER-LADNER PRESIDENT & CEO 40.00 8.00 X X 192559 0 15545 VALERIE BALDWIN ALUMNI REPRESENTATIVE 2.00 0.00 X 0 0 0 ANDREW PORTER PART YEAR STUDENT REPRESENTATIVE 2.00 0.00 X 0 0 0 STEVEN D MULHOLLEN CHIEF FINANICIAL OFFICER 20.00 20.00 X 134819 0 17666 SARALYN S QUINN SR. DIR. HR & OPERATIONS 40.00 0.00 X 115791 0 16189 WENDY M GIAMMARCO DIRECTOR CONFERENCE SERVICES, RECOGNITIONS, M&C 40.00 0.00 X 102653 0 20800 JENNIFER E STANFORD CHIEF STUDENT ENGAGEMENT OFFICER 40.00 0.00 X 101847 0 11636 647669 0 81836 5 0 1 0 TEK PRODUCTIONS LLC 4403 VINELAND RD B17 ORLANDO FL 32811 STAGING & LIGHTING 489335 PERSONIFY INC 1919 GALLOWS ROAD VIENNA VA 22182 COMPUTER PROGRAMMING/SOFTWARE 198526 GRAYCO SYSTEMS INC 201 CAMPBELL LOOP HATTIESBURG MS 39401 COMPUTER PROG. & MAILING SERVICES 194071 ROGERS DUNN LLC 2915 NORTH STATE STREET JACKSON MS 39216 FACILITIES MANAGEMENT 170235 FEDERAL EXPRESS 3610 HACKS CROSS RD MEMPHIS TN 38125 SHIPPING 105371 6 1281278 1281278 MEMBERSHIP DUES 611710 7518883 7518883 CONVENTION FEES 611710 1200035 1200035 COLLEGE FISH SUBSCRIPTIONS 611710 711452 711452 HONORS INSTITUTE TUITION 611710 360832 360832 LEADERSHIP DEVELOPMENT 611710 135069 135069 9926271 54663 54663 908327 839671 68656 68656 68656 2483267 576418 1906849 1906849 MISCELLANEOUS REVENUE 900099 69182 69182 69182 13306899 11902302 0 123319 500000 500000 887812 887812 46793 46793 360589 173245 187344 3765473 3148074 617399 148391 115198 33193 439879 335677 104202 305191 240914 64277 3932 3932 28661 1500 27161 100647 67738 32909 110908 75131 35777 206018 83956 122062 289982 279763 10219 587391 382569 130224 74598 611562 481916 129646 91584 91584 PROGRAM 1134220 1129724 4496 SUBSISTENCE 830515 819713 10802 POSTAGE & HANDLING 459135 425667 33468 PRINTING & PUBLICATION 438151 407728 30423 920002 667545 252457 12266836 10270663 1921575 74598 2674625 3793604 1362188 1984123 35266 0 908859 631949 248080 224648 394129 370778 12002205 7639102 4721137 4363103 1753132 1984181 508738 504030 12606154 13856416 945815 1185413 192077 188039 1161732 1037029 2299624 2410481 X 9009988 10660730 1296542 785205 10306530 11445935 12606154 13856416 X 1040063 -42318 141660 X X 0 1 X 1 0 X 9496843 9716119 8615457 8943258 8800161 45571838 9496843 9716119 8615457 8943258 8800161 45571838 45571838 115395 165537 155004 77681 54663 568280 21714 59029 68972 70433 69182 289330 46429448 14289858 0.98150 0.98200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 1 1 1 1 1 1 1 1 0.00000 0.00000 0.00000 0 1 1 900000 900000 4126347 2826468 1299879 3199113 2215339 983774 3776745 2597295 1179450 4363103 DEFERRED COMPENSATION PAYABLE 1037029 1037029 13264581 -42318 -42318 13306899 0 13306899 12266836 0 12266836 0 12266836 PART V, LINE 4: ALL ENDOWMENTS 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 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. 1 PHI THETA KAPPA FOUNDATION 1625 EASTOVER DRIVE JACKSON MS 39211 205469890 501(C)(3) 500000 AFFILIATE SUPPORT 1 0 SCHOLARSHIP ASSISTANCE FOR PHI THETA KAPPA STUDENTS 828 887812 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 0 0 0 0 0 0 0 0 DR LYNN TINCHER-LADNER PRESIDENT & CEO 191059 0 0 0 1500 0 9658 0 5887 0 208104 0 0 0 STEVEN D MULHOLLEN CHIEF FINANICIAL OFFICER 134619 0 0 0 200 0 5664 0 12002 0 152485 0 0 0 PART I, LINE 1A DR. LYNN TINCHER-LADNER WAS CLASSIFIED AS A TELECOMMUTER WHILE SERVING AS THE INTERIM EXECUTIVE DIRECTOR AND RECEIVED A $1,500 HOUSING ALLOWANCE DURING THE PERIOD OF JANUARY 1, 2016 THROUGH FEBRUARY 1, 2016. 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, ALONG WITH THE CHAIR AND VICE CHAIR OF THE BOARD, REVIEWS AND APPROVES THE RETURN PRIOR TO THE CHIEF FINANCIAL OFFICER 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. FORM 990, PART XI, LINE 9: CHANGE IN REGIONAL PROGRAM CAPITAL 141,660. 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. 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 1087391 CASH PHI THETA KAPPA FOUNDATION C 1281278 CASH PHI THETA KAPPA FOUNDATION N 22857 CASH PHI THETA KAPPA FOUNDATION O 264534 CASH PHI THETA KAPPA FOUNDATION Q 213675 CASH