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Nonprofiteer
← PHI THETA KAPPA

Form 990 for tax year 2023

Filed by PHI THETA KAPPA.

Totals

Total revenue
$15,297,865
Total expenses
$16,198,756
Contributions and grants received
$2,081,514
Grants paid
$1,234,611
Program services expenses (Part IX)
$12,162,076
Management and general expenses
$3,813,094
Fundraising expenses
$223,586
Program service expenses (Part III)
$12,162,076

Program services were 75.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DR GEORGE BOGGS

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2 + 1 related
  • MARY LINDER

    REG. COORD. REP

    Total calculated
    $0
    Hours/week
    2
  • DR MICHAEL ODU

    CHAPTER ADVISOR REPRESENTA

    Total calculated
    $0
    Hours/week
    2
  • DR DAN PHELAN

    COMMUNITY COLLEGE ADMINIST

    Total calculated
    $0
    Hours/week
    2
  • AMANDA KARPINSKI

    VICE CHAIRMAN/ALUMNI REP -

    Total calculated
    $0
    Hours/week
    2
  • LIAM BLAKEWAY

    STUDENT REPRESENTATIVE - P

    Total calculated
    $0
    Hours/week
    2
  • KEZIAH ANCHETA

    STUDENT REPRESENTATIVE - P

    Total calculated
    $0
    Hours/week
    2
  • DAYRIANA SANDERS

    STUDENT REPRESENTATIVE - P

    Total calculated
    $0
    Hours/week
    2
  • DR LYNN TINCHER-LADNER

    PRESIDENT & CEO

    Total calculated
    $410,142
    From this org
    $386,564
    From related orgs
    $0
    Other
    $23,578
    Hours/week
    32 + 8 related

    Schedule J breakdown matched by us

    Base
    $325,064
    Bonus
    $0
    Other
    $61,500
    Deferred
    $15,282
    Nontaxable benefits
    $8,296
    Filer's total
    $410,142
  • PAIGE CHANDLER

    CHIEF FINANCIAL OFFICER

    Total calculated
    $171,357
    From this org
    $153,192
    From related orgs
    $0
    Other
    $18,165
    Hours/week
    36 + 4 related

    Schedule J breakdown matched by us

    Base
    $137,942
    Bonus
    $5,000
    Other
    $10,250
    Deferred
    $7,323
    Nontaxable benefits
    $10,842
    Filer's total
    $171,357
  • MATTHEW MURPHY

    DIRECTOR OF INFORMATION TECHNOLOGY

    Total calculated
    $127,661
    From this org
    $112,352
    From related orgs
    $0
    Other
    $15,309
    Hours/week
    40
  • PATRICK MCDANIEL

    SOFTWARE ENGINEER

    Total calculated
    $124,780
    From this org
    $112,808
    From related orgs
    $0
    Other
    $11,972
    Hours/week
    40
  • HEATHER YUSH

    SENIOR DIRECTOR OF COLLEGE RELATIONS

    Total calculated
    $125,766
    From this org
    $113,725
    From related orgs
    $0
    Other
    $12,041
    Hours/week
    40
  • REBECCA WARREN

    CHIEF EXPERIENCE OFFICER

    Total calculated
    $142,276
    From this org
    $126,209
    From related orgs
    $0
    Other
    $16,067
    Hours/week
    40
  • MONICA MARLOWE

    FOUNDATION EXECUTIVE DIRECTOR

    Total calculated
    $193,512
    From this org
    $174,122
    From related orgs
    $0
    Other
    $19,390
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $169,122
    Bonus
    $5,000
    Other
    $0
    Deferred
    $8,667
    Nontaxable benefits
    $10,723
    Filer's total
    $193,512

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
DR. LYNN TINCHER-LADNER RECEIVED A $39,000 HOUSING AND AUTO ALLOWANCE DURING THE PERIOD OF JANUARY 1, 2023 THROUGH DECEMBER 31, 2023, 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 12/31/23. THESE DEFERRALS ARE INCLUDE IN THEIR COMPENSATION LISTED ON SCHEDULE J.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • PHI THETA KAPPA FOUNDATION

    501(C)(3) · FUNDRAISING · MS · controlled entity

    Directly controlled by PHI THETA KAPPA

  • PHI THETA KAPPA GROUP

    501(C)(3) · HONOR SOCIETY COLLEGE CHAPTERS - GROUP · MS · controlled entity

    Directly controlled by PHI THETA KAPPA

Provenance

Return type
form_990
Tax year
2023
Filed
21 October 2024
IRS schema version
2023v5.1
Source object
202422969349301407

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