PHI THETA KAPPA: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PHI THETA KAPPA (EIN 64-6012238)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201321339349304162
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T15:54:36-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201941244 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORNE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 HIGHLAND COLONY PKWY STE 400 | AddressLine1 |
| City | RIDGELAND | City |
| State | MS | State |
| ZIP Code | 39157 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 646012238 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHI THETA KAPPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PHIT | NameControl |
| Phone | 6019843504 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 13729 | AddressLine1 |
| City | JACKSON | City |
| State | MS | State |
| ZIP Code | 392363729 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROD A RISLEY | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 6019843504 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARSHA H DIECKMAN CPA | Name |
| PTIN | P00246741 | PTIN |
| Phone | 6013261000 | Phone |
| Date Prepared | 2013-05-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHI THETA KAPPA HONOR SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROD A RISLEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1625 EASTOVER DRIVE | AddressLine1 |
| City | JACKSON | City |
| State | MS | State |
| ZIP Code | 39211 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 14930435 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | PTK.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1977 | YearFormation |
| State Legal Domicile | MS | StateLegalDomicile |
| Activity Or Mission Description | PHI THETA KAPPA IS AN HONOR SOCIETY FOR STUDENTS AT TWO-YEAR COLLEGES WITH THE PURPOSE OF RECOGNIZING AND ENCOURAGING SCHOLARSHIP AMONG THESE STUDENTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 96 | TotalNbrEmployees |
| Total Nbr Volunteers | 131000 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1260493 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2522575 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 8537503 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 9809498 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 161325 | InvestmentIncomePriorYear |
| Investment Income Current Year | 303846 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1613960 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1630882 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 11573281 | TotalRevenuePriorYear |
| Total Revenue Current Year | 14266801 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 606179 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 777380 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 75212 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 61555 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5018543 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6369197 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 81193 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5721961 | OtherExpensePriorYear |
| Other Expenses Current Year | 6538635 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 11421895 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13746767 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 151386 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 520034 | RevenuesLessExpensesCY |
| Total Assets BOY | 12743062 | TotalAssetsBOY |
| Total Assets EOY | 13613553 | TotalAssetsEOY |
| Total Liabilities BOY | 4324043 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4409368 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8419019 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9204185 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 10757265 | Expense |
| Grants | 777145 | Grants |
| Revenue | 11440380 | Revenue |
| Description | LEADERSHIP PROGRAMS, DEVELOPMENT PROGRAMS, ACADEMIC SCHOLARSHIP RECOGNITION, AND ACADEMIC EXCELLENCE PUBLICATIONS. | Description |
| Total Program Service Expense | 10757265 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 28 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 96 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROD A RISLEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6019843504 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1625 EASTOVER DRIVE | AddressLine1 |
| City | JACKSON | City |
| State | MS | State |
| ZIP Code | 39211 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| DR ROD A RISLEY | |||||||||
| EXECUTIVE DIRECTOR & SEC. | 40.00 | 8.00 | X | X | 1052813 | 0 | 317322 | ||
| EVERETT C JOHNSON | |||||||||
| CHAIRMAN | 2.00 | X | 0 | 0 | 0 | ||||
| DR GEORGE BOGGS | |||||||||
| VICE CHAIRMAN | 2.00 | X | 0 | 0 | 0 | ||||
| CINDY CARBONE | |||||||||
| REGIONAL COORDINATOR REPRE | 2.00 | X | 0 | 0 | 0 | ||||
| RYAN AUSTIN PALMORE | |||||||||
| STUDENT REPRESENTATIVE | 2.00 | X | 0 | 0 | 0 | ||||
| DAN BAILEY | |||||||||
| CHAPTER ADVISOR REPRESENTA | 2.00 | X | 0 | 0 | 0 | ||||
| DR WALTER BUMPHUS | |||||||||
| COMMUNITY COLLEGE ADMIN. R | 2.00 | X | 0 | 0 | 0 | ||||
| ELLEN C ROSTER | |||||||||
| CHIEF INFORMATION OFFICER | 40.00 | X | 199403 | 0 | 42217 | ||||
| STEVEN D MULHOLLEN | |||||||||
| CHIEF FINANICIAL OFFICER | 40.00 | 4.00 | X | 101658 | 0 | 18970 | |||
| DEIDRA A DAWS | |||||||||
| CHIEF OPERATING OFFICER | 40.00 | X | 134194 | 0 | 4452 | ||||
| SARALYN S QUINN | |||||||||
| SR. DIR. OF OPERATIONS | 40.00 | 100766 | 0 | 16369 | X | ||||
| MICHAEL H WATSON | |||||||||
| FORMER KEY EMPLOYEE | 0.00 | 156960 | 0 | 0 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1745794 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 399330 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| TEK PRODUCTIONS LLC | |||||
| 4403 VINELAND RD B17 | ORLANDO | FL | 32811 | STAGING & LIGHTING | 413391 |
| GAYLORD OPRYLAND HOTEL | |||||
| 2800 OPRYLAND DRIVE | NASHVILLE | TN | 37214 | EVENTS & CONFERENCES | 396762 |
| GRAYCO SYSTEMS INC | |||||
| 201 CAMPBELL LOOP | HATTIESBURG | MS | 39401 | COMPUTER PROG. & MAILING SERVICES | 385153 |
| ROGERS DUNN LLC | |||||
| 2915 NORTH STATE STREET | JACKSON | MS | 39216 | FACILITIES MAINTENANCE | 359286 |
| FEDERAL EXPRESS | |||||
| PO BOX 371599 | PITTSBURG | PA | 15250 | SHIPPING SERVICES | 325795 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 9 | NumberOfContractorsGT100K |
| Related Organizations | 2371249 | RelatedOrganizations |
| All Other Contributions | 151326 | AllOtherContributions |
| Total Contributions | 2522575 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEMBERSHIP DUES | 611710 | 6974268 | 6974268 |
| CONVENTION FEES | 611710 | 1149379 | 1149379 |
| COLLEGE FISH SUBSCRIPTIONS | 611710 | 573527 | 573527 |
| REGIONAL PROGRAM FEES | 611710 | 545187 | 545187 |
| HONORS INSTITUTE TUITION | 611710 | 352465 | 352465 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 214672 | TotalRevenueColumn |
| Related Or Exempt Function Income | 214672 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 9809498 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 115395 | TotalRevenueColumn |
| Exclusion | $115,395 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 188451 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 188451 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 188451 | TotalRevenueColumn |
| Exclusion | $188,451 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 2272802 | GrossSalesOfInventory |
| Cost Of Goods Sold | 663634 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1609168 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1609168 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 21714 | TotalRevenueColumn |
| Related Or Exempt Function Income | 21714 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 21714 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14266801 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11440380 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $303,846 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 235 | Total |
| Program Services | 235 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 777145 | Total |
| Program Services | 777145 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61555 | Total |
| Program Services | 61555 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1988163 | Total |
| Program Services | 1447300 | ProgramServices |
| Management And General | 540863 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2922174 | Total |
| Program Services | 2541932 | ProgramServices |
| Management And General | 380242 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149915 | Total |
| Program Services | 120840 | ProgramServices |
| Management And General | 29075 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 973764 | Total |
| Program Services | 175385 | ProgramServices |
| Management And General | 798379 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 335181 | Total |
| Program Services | 265220 | ProgramServices |
| Management And General | 69961 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9971 | Total |
| Management And General | 9971 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38937 | Total |
| Management And General | 38937 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43066 | Total |
| Program Services | 40734 | ProgramServices |
| Management And General | 2332 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 188771 | Total |
| Program Services | 139569 | ProgramServices |
| Management And General | 49202 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 376809 | Total |
| Program Services | 176046 | ProgramServices |
| Management And General | 200763 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 507373 | Total |
| Program Services | 448478 | ProgramServices |
| Management And General | 58895 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 418701 | Total |
| Program Services | 174174 | ProgramServices |
| Management And General | 163334 | ManagementAndGeneral |
| Fundraising | 81193 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 496249 | Total |
| Program Services | 312718 | ProgramServices |
| Management And General | 183531 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45299 | Total |
| Management And General | 45299 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PROGRAM | 1450910 | 1428874 | 22036 |
| SUBSISTENCE | 913317 | 849776 | 63541 |
| PRINTING & PUBLICATION | 392635 | 372032 | 20603 |
| SHIPPING | 332477 | 329948 | 2529 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1324120 | Total |
| Program Services | 1095304 | ProgramServices |
| Management And General | 228816 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13746767 | Total |
| Program Services | 10757265 | ProgramServices |
| Management And General | 2908309 | ManagementAndGeneral |
| Fundraising | 81193 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 541360 | BOY |
| EOY | 659166 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2430740 | BOY |
| EOY | 2688038 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45615 | BOY |
| EOY | 40608 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 415295 | BOY |
| EOY | 769548 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 224199 | BOY |
| EOY | 228010 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 240344 | BOY |
| EOY | 389018 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 10492259 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5645710 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5276826 | BOY |
| EOY | 4846549 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3157421 | BOY |
| EOY | 3555258 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 411262 | BOY |
| EOY | 437358 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12743062 | BOY |
| EOY | 13613553 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1086603 | BOY |
| EOY | 1255456 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3237440 | BOY |
| EOY | 3153912 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4324043 | BOY |
| EOY | 4409368 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7443160 | BOY |
| EOY | 8115263 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 975859 | BOY |
| EOY | 1088922 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8419019 | BOY |
| EOY | 9204185 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12743062 | BOY |
| EOY | 13613553 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 520034 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 151774 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 113358 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5145984 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5661642 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6404857 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7230198 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9496843 | CurrentTaxYear |
| Total | 33939524 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5145984 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5661642 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6404857 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7230198 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9496843 | CurrentTaxYear |
| Total | 33939524 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 33939524 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 72213 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33336 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 58753 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 74965 | CurrentTaxYearMinus1Year |
| Current Tax Year | 115395 | CurrentTaxYear |
| Total | 354662 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 21714 | CurrentTaxYear |
| Total | 21714 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 34315900 | TotalSupport |
| Gross Receipts From Admissions Etc | 19164477 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.98900 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.98720 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | 1 | Contributions |
| Other Expenditures | 1 | OtherExpenditures |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | 1 | Contributions |
| Other Expenditures | 1 | OtherExpenditures |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | 1 | Contributions |
| Other Expenditures | 1 | OtherExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 900000 | OtherCostOrOtherBasis |
| Book Value | 900000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4020092 | OtherCostOrOtherBasis |
| Depreciation | 1487106 | Depreciation |
| Book Value | 2532986 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2834145 | OtherCostOrOtherBasis |
| Depreciation | 2559309 | Depreciation |
| Book Value | 274836 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2738022 | OtherCostOrOtherBasis |
| Depreciation | 1599295 | Depreciation |
| Book Value | 1138727 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4846549 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED COMPENSATION PAYABLE | $2,722,555 |
| TAX DEFERRED BONUS OPTION PLAN PAYABLE | $431,357 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3153912 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 14418575 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 151774 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 151774 | RevenueNotRptdF990 |
| Revenue Subtotal | 14266801 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 14266801 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 13746767 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 13746767 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 13746767 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2012 AND 2011. ALL TAX PERIODS AFTER 2008 REMAIN OPEN TO EXAMINATION BY THE FEDERAL AND STATE TAXING JURISDICTIONS TO WHICH THE ORGANIZATION IS SUBJECT. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIP ASSISTANCE FOR PHI THETA KAPPA STUDENTS | TypeOfGrant |
| Number Of Recipients | 724 | NumberOfRecipients |
| Amount Of Cash Grant | 777145 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR ROD A RISLEY | ||||||||||||||
| EXECUTIVE DIRECTOR & SEC. | 293551 | 0 | 60000 | 0 | 699262 | 0 | 303869 | 0 | 13453 | 0 | 1370135 | 0 | 0 | 0 |
| ELLEN C ROSTER | ||||||||||||||
| CHIEF INFORMATION OFFICER | 182156 | 0 | 247 | 0 | 17000 | 0 | 11875 | 0 | 30342 | 0 | 241620 | 0 | 0 | 0 |
| MICHAEL H WATSON | ||||||||||||||
| FORMER KEY EMPLOYEE | 0 | 0 | 0 | 0 | 156960 | 0 | 0 | 0 | 0 | 0 | 156960 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | THE FOLLOWING EMPLOYEES PARTICIPATED IN A 457(F) PLAN: DR. ROD A. RISLEY - $291,369 ELLEN C. ROSTER - $19,250 | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | 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 REVIEWS AND SIGNS THE RETURN PRIOR TO FILING. THE BOARD'S FINANCE COMMITTEE 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 113,358. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| 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. | AUDIT COMMITTEE |
| 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. | ESTIMATE OF VOLUNTEERS |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| PHI THETA KAPPA FOUNDATION | |||||||||
| 1625 EASTOVER DRIVE | JACKSON | MS | 39211 | 205469890 | FUNDRAISING | MS | 501(C)(3) | 170(B)(1)(A) (VI) | 1 |
| PHI THETA KAPPA GROUP | |||||||||
| 1625 EASTOVER DRIVE | JACKSON | MS | 39211 | 237047681 | HONOR SOCIETY COLLEGE CHAPTERS - GROUP | MS | 501(C)(3) | 509(A)(2) | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| PHI THETA KAPPA FOUNDATION | ||
| C | 2371249 | CASH |
| PHI THETA KAPPA FOUNDATION | ||
| O | 266320 | CASH |
| PHI THETA KAPPA FOUNDATION | ||
| N | 25524 | CASH |
| PHI THETA KAPPA FOUNDATION | ||
| B | 378977 | CASH |
| PHI THETA KAPPA FOUNDATION | ||
| Q | 57948 | CASH |