Totals
- Total revenue
- $17,059,818
- Total expenses
- $18,672,067
- Contributions and grants received
- $3,185,995
- Grants paid
- $1,726,897
- Program service revenue
- $10,828,000
- Investment income
- $893,648
- Other revenue
- $2,152,175
- Total assets, end of year
- $28,901,090
- Total liabilities, end of year
- $2,916,857
- Net assets or fund balances, end of year
- $25,984,233
- Program services expenses (Part IX)
- $13,333,647
- Management and general expenses
- $5,098,627
- Fundraising expenses
- $239,793
- Program service expenses (Part III)
- $13,333,647
Program services were 71.4% 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
$2,102,888
-
1f · All other contributions, gifts and grants
$1,083,107
-
2a · Program service revenue: MEMBERSHIP DUES
total $6,188,027 · related or exempt $6,188,027
-
2b · Program service revenue: PTK CONNECT SUBSCRIPTIONS
total $1,720,823 · related or exempt $1,720,823
-
2c · Program service revenue: REGIONAL PROGRAM FEES
total $1,484,579 · related or exempt $1,484,579
-
2d · Program service revenue: CONVENTION FEES
total $1,413,613 · related or exempt $1,413,613
-
2e · Program service revenue: LEADERSHIP DEVELOPMENT
total $20,958 · related or exempt $20,958
-
3 · Investment income
total $543,968 · excluded $543,968
-
7a · Gross sales of assets other than inventory
securities $3,890,703
-
7b · Less cost or other basis and sales expenses
securities $3,541,023
-
7c · Gain or loss
securities $349,680
-
7d · Net gain or loss
total $349,680 · related or exempt $349,680
-
10a · Gross sales of inventory
$2,640,589
-
10b · Cost of goods sold
$489,413
-
10c · Net income from sales of inventory
total $2,151,176 · related or exempt $2,151,176
-
11a · Other revenue: MISCELLANEOUS REVENUE
total $999 · related or exempt $999
-
11e · Other revenue, total
$999
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $1,726,897 · program services $1,726,897
-
4 · Benefits paid to or for members
total $232,436 · program services $232,436
-
5 · Compensation of officers, directors and key employees
total $651,527 · program services $278,157 · management and general $373,370
-
7 · Other salaries and wages
total $3,820,862 · program services $3,091,601 · management and general $729,261
-
8 · Pension plan contributions
total $144,606 · program services $111,935 · management and general $32,671
-
9 · Other employee benefits
total $629,278 · program services $363,822 · management and general $265,456
-
10 · Payroll taxes
total $327,982 · program services $248,648 · management and general $79,334
-
11b · Fees: legal
total $1,758,481 · program services $4,144 · management and general $1,754,337
-
11c · Fees: accounting
total $44,218 · management and general $44,218
-
11g · Fees: other
total $973,620 · program services $346,872 · management and general $626,748
-
13 · Office expenses
total $69,537 · program services $48,554 · management and general $20,983
-
14 · Information technology
total $103,002 · program services $67,262 · management and general $35,740
-
16 · Occupancy
total $244,629 · program services $115,559 · management and general $129,070
-
17 · Travel
total $400,317 · program services $371,818 · management and general $28,499
-
21 · Payments to affiliates
total $933,874 · program services $456,858 · management and general $237,223 · fundraising $239,793
-
22 · Depreciation, depletion and amortization
total $419,294 · program services $110,303 · management and general $308,991
-
23 · Insurance
total $72,311 · management and general $72,311
-
24a · Other expenses: PROGRAMS
total $2,790,224 · program services $2,762,263 · management and general $27,961
-
24b · Other expenses: SUBSISTENCE
total $1,587,365 · program services $1,548,712 · management and general $38,653
-
24c · Other expenses: POSTAGE & HANDLING
total $474,935 · program services $447,982 · management and general $26,953
-
24d · Other expenses: DUES & SUBSCRIPTIONS
total $311,116 · program services $201,089 · management and general $110,027
-
24e · All other expenses
total $955,556 · program services $798,735 · management and general $156,821
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $4,131,025 · end of year $10,184,354
-
2 · Savings and temporary cash investments
beginning of year $6,646,469 · end of year $1,597,467
-
4 · Accounts receivable
beginning of year $546,589 · end of year $2,018,219
-
8 · Inventories for sale or use
beginning of year $1,502,985 · end of year $1,290,367
-
9 · Prepaid expenses and deferred charges
beginning of year $1,412,280 · end of year $893,185
-
10a · Land, buildings and equipment: cost or other basis
$14,503,324
-
10b · Land, buildings and equipment: accumulated depreciation
$10,785,758
-
10c · Land, buildings and equipment, net
beginning of year $4,072,182 · end of year $3,717,566
-
11 · Investments: publicly traded securities
beginning of year $3,780,369 · end of year $3,121,556
-
12 · Investments: other securities
beginning of year $7,024,074 · end of year $5,771,498
-
15 · Other assets
beginning of year $298,881 · end of year $306,878
-
17 · Accounts payable and accrued expenses
beginning of year $1,196,172 · end of year $1,744,357
-
19 · Deferred revenue
beginning of year $708,917 · end of year $699,548
-
25 · Other liabilities
beginning of year $451,758 · end of year $472,952
-
27 · Net assets without donor restrictions
beginning of year $24,805,428 · end of year $23,999,021
-
28 · Net assets with donor restrictions
beginning of year $2,252,579 · end of year $1,985,212
Mission and programs · 2024
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.
-
LEADERSHIP PROGRAMS, DEVELOPMENT PROGRAMS, ACADEMIC SCHOLARSHIP RECOGNITION, AND ACADEMIC EXCELLENCE PUBLICATIONS.
Expenses $13,333,647 · Grants $1,726,897 · Revenue $13,329,855
As filed on the 2024 return.
Listed in Part VII
-
Dr George BoggsDR GEORGE BOGGS
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
Mary LinderMARY LINDER
REG. COORD. REP
- Total calculated
- $0
- Hours/week
- 2
-
Dr Michael OduDR MICHAEL ODU
CHAPTER ADVISOR REPRESENTA
- Total calculated
- $0
- Hours/week
- 2
-
Dr Dan PhelanDR DAN PHELAN
VICE CHAIRMAN/COMMUNITY COLLEGE ADMINIST
- Total calculated
- $0
- Hours/week
- 2
-
Amanda GormanAMANDA GORMAN
PART YEAR BOARD - ED FDTN
- Total calculated
- $20,991
- From this org
- $17,933
- From related orgs
- $0
- Other
- $3,058
- Hours/week
- 0 + 40 related
-
Liam BlakewayLIAM BLAKEWAY
STUDENT REPRESENTATIVE - P
- Total calculated
- $0
- Hours/week
- 2
-
Dr Lynn Tincher-LadnerDR LYNN TINCHER-LADNER
PRESIDENT & CEO
- Total calculated
- $451,699
- From this org
- $425,078
- From related orgs
- $0
- Other
- $26,621
- Hours/week
- 32 + 8 related
Schedule J breakdown matched by us
- Base
- $357,500
- Bonus
- $0
- Other
- $67,578
- Deferred
- $16,005
- Nontaxable benefits
- $10,616
- Filer's total
- $451,699
-
Tala AlahmarTALA ALAHMAR
ALUMNI REPRESENTATIVE - PART YEAR
- Total calculated
- $0
- Hours/week
- 2
-
Annalise SmithANNALISE SMITH
STUDENT REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 2
-
Paige ChandlerPAIGE CHANDLER
CHIEF FINANCIAL OFFICER
- Total calculated
- $178,837
- From this org
- $159,362
- From related orgs
- $0
- Other
- $19,475
- Hours/week
- 36 + 4 related
Schedule J breakdown matched by us
- Base
- $148,820
- Bonus
- $4,000
- Other
- $6,542
- Deferred
- $7,641
- Nontaxable benefits
- $11,834
- Filer's total
- $178,837
-
Matthew MurphyMATTHEW MURPHY
DIRECTOR OF INFORMATION TE
- Total calculated
- $138,010
- From this org
- $121,569
- From related orgs
- $0
- Other
- $16,441
- Hours/week
- 40
-
Patrick McDanielPATRICK MCDANIEL
SOFTWARE ENGINEER
- Total calculated
- $127,672
- From this org
- $114,816
- From related orgs
- $0
- Other
- $12,856
- Hours/week
- 40
-
Heather YushHEATHER YUSH
SENIOR DIRECTOR OF COLLEGE
- Total calculated
- $130,806
- From this org
- $117,728
- From related orgs
- $0
- Other
- $13,078
- Hours/week
- 40
-
Monica MarloweMONICA MARLOWE
PART YEAR ED FDTN
- Total calculated
- $181,921
- From this org
- $164,303
- From related orgs
- $0
- Other
- $17,618
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $149,125
- Bonus
- $0
- Other
- $15,178
- Deferred
- $7,223
- Nontaxable benefits
- $10,395
- Filer's total
- $181,921
-
Archana ReddyARCHANA REDDY
SOFTWARE ENGINEER
- Total calculated
- $130,683
- From this org
- $116,270
- From related orgs
- $0
- Other
- $14,413
- Hours/week
- 40
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 $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.
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.
-
501(C)(3) · FUNDRAISING · MS · controlled entity
Directly controlled by PHI THETA KAPPA
-
501(C)(3) · HONOR SOCIETY COLLEGE CHAPTERS - GROUP · MS · controlled entity
Directly controlled by PHI THETA KAPPA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 October 2025
- IRS schema version
- 2024v5.2
- Source object
- 202532879349301473
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