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Nonprofiteer
← PHI THETA KAPPA FRATERNITY

Form 990 for tax year 2023

Filed by PHI THETA KAPPA FRATERNITY.

Totals

Total revenue
$794,124
Total expenses
$838,082
Contributions and grants received
$6,040
Grants paid
$38,125
Program service revenue
$788,084
Investment income
$0
Other revenue
$0
Total assets, end of year
$1,039,625
Total liabilities, end of year
$72,189
Net assets or fund balances, end of year
$967,436
Program services expenses (Part IX)
$838,082
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$838,082

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $4,954

  • 1f · All other contributions, gifts and grants

    $1,086

  • 2a · Program service revenue: MEMBERSHIP DUES AND AS

    total $406,354 · related or exempt $406,354

  • 2b · Program service revenue: CONVENTION FEES

    total $381,730 · related or exempt $381,730

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $20,000 · program services $20,000

  • 2 · Grants to domestic individuals

    total $18,125 · program services $18,125

  • 17 · Travel

    total $21,202 · program services $21,202

  • 19 · Conferences, conventions and meetings

    total $665,215 · program services $665,215

  • 24a · Other expenses: AWARDS

    total $87,484 · program services $87,484

  • 24b · Other expenses: POSTAGE AND SUPPLIES

    total $20,473 · program services $20,473

  • 24c · Other expenses: SUBSCRIPTIONS

    total $4,024 · program services $4,024

  • 24d · Other expenses: STORAGE RENTAL AND OTHE

    total $1,559 · program services $1,559

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $802,710 · end of year $868,824

  • 4 · Accounts receivable

    end of year $170,345

  • 15 · Other assets

    beginning of year $0 · end of year $456

  • 17 · Accounts payable and accrued expenses

    beginning of year $510 · end of year $72,189

  • 27 · Net assets without donor restrictions

    beginning of year $802,200 · end of year $967,436

Mission and programs · 2023

Mission

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.

Activities or mission (Part I)

THE PHI THETA KAPPA GROUP IS THE TAX REPORTING ENTITY FOR THE AFFILIATED CHAPTERS COMPRISED OF CHAPTERS, REGIONS AND ALUMNI ASSOCIATIONS OF PHI THETA KAPPA, AN HONOR SOCIETY RECOGNIZING ACADEMIC ACHIEVEMENT OF COLLEGE STUDENTS AND PROVIDING OPPORTUNITIES FOR THEM TO GROW AS SCHOLARS AND LEADERS.

  • THE PHI THETA KAPPA GROUP IS THE TAX REPORTING ENTITY FOR THE AFFILIATED CHAPTERS COMPRISED OF CHAPTERS, ALUMNI ASSOCIATIONS, AND REGIONS OF PHI THETA KAPPA, AN HONOR SOCIETY RECOGNIZING ACADEMIC ACHIEVEMENT OF COLLEGE STUDENTS AND PROVIDING OPPORTUNITIES FOR THEM TO GROW AS SCHOLARS AND LEADERS.

    Expenses $838,082 · Grants $38,125 · Revenue $788,084

As filed on the 2023 return.

Listed in Part VII

  • DR GEORGE BOGGS

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • DR MICHAEL ODU

    CHAPTER ADVISOR REPRESENTA

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • DR DAN PHELAN

    COMMUNITY COLLEGE ADMIN. R

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • AMANDA KARPINSKI

    VICE CHAIRMAN/ALUMNI REP

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • DR LYNN TINCHER-LADNER

    PRESIDENT & CEO

    Total calculated
    $410,142
    From this org
    $0
    From related orgs
    $386,564
    Other
    $23,578
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

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

  • KEZIAH ANCHETA

    PART YEAR STUDENT REPRESEN

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • LIAM BLAKEWAY

    PART YEAR STUDENT REPRESEN

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • MARY LINDER

    REGIONAL COORD. REP

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • DAYRIANA SANDERS

    PART YEAR STUDENT REPRESEN

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • PAIGE CHANDLER

    CHIEF FINANCIAL OFFICER

    Total calculated
    $171,357
    From this org
    $0
    From related orgs
    $153,192
    Other
    $18,165
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $137,942 related
    Bonus
    $0 + $5,000 related
    Other
    $0 + $10,250 related
    Deferred
    $0 + $7,323 related
    Nontaxable benefits
    $0 + $10,842 related
    Filer's total
    $0 + $171,357 related

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, and on a Form 990-PF Part VIII's — 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 ALLOWANCE 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, ADMINISTERED BY A RELATED ORGANIZATION. BOTH HAD CONTRIBUTIONS MADE TO THE PLAN ON THEIR BEHALF DURING 12/31/23. THESE DEFERRALS ARE INCLUDED 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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
21 October 2024
IRS schema version
2023v5.1
Source object
202432969349300723

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