PHI THETA KAPPA FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PHI THETA KAPPA FOUNDATION (EIN 20-5469890)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-26
- IRS object ID
- 202112389349300126
- Schema version
- 2020v4.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-26T10:36:23-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201941244 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORNE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 661 SUNNYBROOK ROAD STE 100 | AddressLine1Txt |
| City | RIDGELAND | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39157 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205469890 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHI THETA KAPPA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHIT | BusinessNameControlTxt |
| Phone | 6019843504 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1625 EASTOVER DRIVE | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAIGE CHANDLER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6019843504 | PhoneNum |
| Signature | 2021-08-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAIGE | PersonFirstNm |
| Person Last | CHANDLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMIE T WHITTINGTON CPA | PreparerPersonNm |
| PTIN | P01082167 | PTIN |
| Phone | 6013261000 | PhoneNum |
| Preparation | 2021-08-19 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR MONICA MARLOWE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1625 EASTOVER DRIVE | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,505,423 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PTKFOUNDATION.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | MS | LegalDomicileStateCd |
| Activity Or Mission | THE PURPOSE OF PHI THETA KAPPA FOUNDATION IS TO SECURE THE FINANCIAL RESOURCES TO SUPPORT THE VALUES, VISION, AND PRIORITIES OF THE PHI THETA KAPPA HONOR SOCIETY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $12,722 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $11,722 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,418,178 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,647,646 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $397,504 | PYInvestmentIncomeAmt |
| CY Investment Income | $697,489 | CYInvestmentIncomeAmt |
| PY Other Revenue | $11,190 | PYOtherRevenueAmt |
| CY Other Revenue | $27,410 | CYOtherRevenueAmt |
| PY Total Revenue | $3,826,872 | PYTotalRevenueAmt |
| CY Total Revenue | $3,372,545 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,065,519 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,940,977 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $792,648 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $581,072 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $74,800 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $288,335 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $325,553 | PYOtherExpensesAmt |
| CY Other Expenses | $267,999 | CYOtherExpensesAmt |
| PY Total Expenses | $3,183,720 | PYTotalExpensesAmt |
| CY Total Expenses | $2,864,848 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $643,152 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $507,697 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,772,198 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,027,367 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $499,189 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $475,914 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,273,009 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,551,453 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE PHI THETA KAPPA FOUNDATION IS TO SECURE THE FINANCIAL RESOURCES TO SUPPORT THE VALUES, VISION, AND PRIORITIES OF THE PHI THETA KAPPA HONOR SOCIETY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,243,627 | ExpenseAmt |
| Grant | $1,940,977 | GrantAmt |
| Revenue | $418,224 | RevenueAmt |
| Desc | THE PHI THETA KAPPA FOUNDATION'S PURPOSE IS TO RAISE AND OVERSEE THE VOLUNTARY PRIVATE SUPPORT OF TIME, TALENT, AND FINANCIAL CONTRIBUTIONS TO SUPPORT AND ADVANCE THE MISSION, VISION AND PRIORITIES OF PHI THETA KAPPA HONOR SOCIETY. | Desc |
| Total Program Service Expenses | $2,243,627 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONICA MARLOWE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6019843504 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1625 EASTOVER DRIVE | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39211 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| DR WILLIS LOTT | |||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR GEORGE BOGGS | |||||||
| INTERNATIONAL HONORARY MEM | 1.00 | Yes (X) | $0 | $0 | $0 | 2.00 | |
| LOU OBERNDORF | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE HALE HOPKINS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JODI HARRIS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR JASON SCALES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR MICHAEL CHIPS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR LYNN TINCHER-LADNER | |||||||
| SECRETARY | 8.00 | Yes (X) | $0 | $256,673 | $22,033 | 32.00 | Yes (X) |
| MONICA MARLOWE | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $0 | $138,902 | $18,396 | Yes (X) | |
| PAIGE B CHANDLER | |||||||
| CFO | 4.00 | $0 | $126,745 | $16,177 | 36.00 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $522,320 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $56,606 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $21,872 | FundraisingAmt |
| Related Organizations | $606,328 | RelatedOrganizationsAmt |
| All Other Contributions | $2,019,446 | AllOtherContributionsAmt |
| Noncash Contributions | $606,328 | NoncashContributionsAmt |
| Total Contributions | $2,647,646 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $279,265 | TotalRevenueColumnAmt |
| Exclusion | $279,265 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,540,323 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,122,099 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $418,224 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $418,224 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $418,224 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $25,467 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $21,872 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $10,779 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,688 | TotalRevenueColumnAmt |
| Exclusion | $14,688 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $12,722 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $12,722 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $12,722 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,372,545 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $418,224 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $12,722 | UnrelatedBusinessRevenueAmt |
| Exclusion | $293,953 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,940,977 | TotalAmt |
| Program Services | $1,940,977 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $489,318 | TotalAmt |
| Program Services | $158,854 | ProgramServicesAmt |
| Management And General | $155,208 | ManagementAndGeneralAmt |
| Fundraising | $175,256 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,548 | TotalAmt |
| Program Services | $7,654 | ProgramServicesAmt |
| Management And General | $7,066 | ManagementAndGeneralAmt |
| Fundraising | $8,828 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,990 | TotalAmt |
| Program Services | $10,319 | ProgramServicesAmt |
| Management And General | $9,626 | ManagementAndGeneralAmt |
| Fundraising | $9,045 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,216 | TotalAmt |
| Program Services | $14,198 | ProgramServicesAmt |
| Management And General | $12,329 | ManagementAndGeneralAmt |
| Fundraising | $12,689 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,637 | TotalAmt |
| Program Services | $118 | ProgramServicesAmt |
| Management And General | $16,519 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,800 | TotalAmt |
| Fundraising | $74,800 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,532 | TotalAmt |
| Management And General | $107,532 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,294 | TotalAmt |
| Program Services | $2,064 | ProgramServicesAmt |
| Management And General | $16 | ManagementAndGeneralAmt |
| Fundraising | $1,214 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,473 | TotalAmt |
| Program Services | $694 | ProgramServicesAmt |
| Management And General | $309 | ManagementAndGeneralAmt |
| Fundraising | $1,470 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,183 | TotalAmt |
| Program Services | $2,071 | ProgramServicesAmt |
| Management And General | $2,056 | ManagementAndGeneralAmt |
| Fundraising | $2,056 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,426 | TotalAmt |
| Program Services | $4,558 | ProgramServicesAmt |
| Management And General | $42 | ManagementAndGeneralAmt |
| Fundraising | $826 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,887 | TotalAmt |
| Program Services | $6,259 | ProgramServicesAmt |
| Management And General | $3,628 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TAXES PAID ON UBTI | $2,636 | $2,636 | ||
| PROGRAM | $94,424 | $719 | $86,896 | $6,809 |
| TELECOMMUNICATIONS | $5,527 | $2,198 | $1,898 | $1,431 |
| POSTAGE | $4,478 | $4,282 | $24 | $172 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,502 | TotalAmt |
| Program Services | $7,043 | ProgramServicesAmt |
| Management And General | $8,720 | ManagementAndGeneralAmt |
| Fundraising | -$6,261 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,864,848 | TotalAmt |
| Program Services | $2,243,627 | ProgramServicesAmt |
| Management And General | $332,886 | ManagementAndGeneralAmt |
| Fundraising | $288,335 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,332,084 | BOYAmt |
| EOY | $1,292,715 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,341 | BOYAmt |
| EOY | $27,884 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $252,888 | BOYAmt |
| EOY | $151,657 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,959,885 | BOYAmt |
| EOY | $12,545,111 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000 | BOYAmt |
| EOY | $10,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,772,198 | BOYAmt |
| EOY | $14,027,367 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $499,189 | BOYAmt |
| EOY | $475,914 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $499,189 | BOYAmt |
| EOY | $475,914 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,387,803 | BOYAmt |
| EOY | $3,685,627 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,885,206 | BOYAmt |
| EOY | $9,865,826 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,273,009 | BOYAmt |
| EOY | $13,551,453 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,772,198 | BOYAmt |
| EOY | $14,027,367 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $507,697 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $768,325 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,422 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,421,484 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,860,628 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,857,283 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,418,178 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,647,646 | CurrentTaxYearAmt |
| Total | $16,205,219 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,421,484 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,860,628 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,857,283 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,418,178 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,647,646 | CurrentTaxYearAmt |
| Total | $16,205,219 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,715,839 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,489,380 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $145,941 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $173,738 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $234,127 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $261,433 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $279,265 | CurrentTaxYearAmt |
| Total | $1,094,504 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $17,299,723 | TotalSupportAmt |
| Public Support CY170 | 0.72190 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75340 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,228,092 | BeginningYearBalanceAmt |
| Contributions | $118,805 | ContributionsAmt |
| Investment Earnings Or Losses | $1,190,086 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $195,592 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $71,899 | AdministrativeExpensesAmt |
| End Year Balance | $10,269,492 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,655,782 | BeginningYearBalanceAmt |
| Contributions | $327,440 | ContributionsAmt |
| Investment Earnings Or Losses | $1,488,036 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $183,504 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $59,662 | AdministrativeExpensesAmt |
| End Year Balance | $9,228,092 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,838,840 | BeginningYearBalanceAmt |
| Contributions | $1,323,276 | ContributionsAmt |
| Investment Earnings Or Losses | -$377,151 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $129,183 | GrantsOrScholarshipsAmt |
| End Year Balance | $7,655,782 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,265,416 | BeginningYearBalanceAmt |
| Contributions | $76,832 | ContributionsAmt |
| Investment Earnings Or Losses | $831,003 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $114,927 | GrantsOrScholarshipsAmt |
| Other Expenditures | $181,478 | OtherExpendituresAmt |
| Administrative Expenses | $38,006 | AdministrativeExpensesAmt |
| End Year Balance | $6,838,840 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,567,382 | BeginningYearBalanceAmt |
| Contributions | $474,085 | ContributionsAmt |
| Investment Earnings Or Losses | $378,401 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $113,583 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $40,869 | AdministrativeExpensesAmt |
| End Year Balance | $6,265,416 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.08610 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.77000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14390 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (13 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| SCHWAB FUNDAMENTAL INTL LARGE CO INDEX | $386,339 | F |
| SCHWAB FUNDAMENTAL US LARGE CO INDEX | $765,164 | F |
| SCHWAB FUNDAMENTAL US SMALL CO INDEX | $255,577 | F |
| SCHWAB INTERNATIONAL INDEX FUND | $786,621 | F |
| SCHWAB SHORT-TERM BOND INDEX FUND | $689,882 | F |
| SCHWAB TOTAL STOCK MARKET INDEX | $2,595,028 | F |
| SCHWAB US AGG BND ETF | $128,869 | F |
| SCHWAB US AGG BOND INDEX FD | $1,722,647 | F |
| SCHWAB US BROAD MARKET ETF | $1,828,899 | F |
| SCHWAB US LARGE CAP VALUE ETF | $136,919 | F |
| VANGUARD TOTAL BOND MARKET INDEX FUND ADMIRAL SHARES | $2,222,535 | F |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX ADMIRAL SHARES | $703,005 | F |
| VANGUARD ULTRA SHORT TERM BD ADM | $323,626 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $12,545,111 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO PHI THETA KAPPA | $375,914 |
| DEFERRED REVENUE | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $475,914 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $4,046,538 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $768,325 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $13,200 | OtherRevenueAmt |
| Revenue Not Reported | $781,525 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,265,013 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $107,532 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $107,532 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,372,545 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,768,094 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $10,778 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $10,778 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,757,316 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $107,532 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $107,532 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,864,848 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE CURRENT POSITION OF THE FOUNDATION INCLUDES INVESTMENTS IN CASH AND CASH EQUIVALENTS. THE INTENT OF THE FOUNDATION IS TO MAINTAIN AN INVESTMENT PORTFOLIO WITH A MODERATE RATE OF RETURN. THE INTENDED USE OF ENDOWMENT FUNDS ARE DEFINED BY A WRITTEN AGREEMENT BETWEEN THE DONOR AND THE ORGANIZATION. THE GENERAL PURPOSE OF AN ENDOWMENT IS TO PROVIDE FUNDING TO SUPPORT SCHOLARSHIPS AND PROGRAMS IN PERPETUITY, BY ONLY DISBURSING EARNED INCOME AND PRESERVING THE CORPUS OF THE FUND. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | ENDOWMENT DISTRIBUTIONS REINVESTED TO CORPUS 2,422. ROUNDING -1. FUNDRAISING EXPENSE NET WITH REVENUE 10,779. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE NET WITH REVENUE 10,779. ROUNDING -1. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUFFALO NOEL LEVITS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 718 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PHONE AND EMAIL SOLICITATIONS | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $5,030 | GrossReceiptsAmt |
| Retained By Contractor | $74,800 | RetainedByContractorAmt |
| Net To Organization | -$69,770 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $5,030 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $74,800 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$69,770 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 5K RUN/WALK | Event1Nm |
| Gross Receipts Event1 | $47,339 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $21,872 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $25,467 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $127 | NonCashPrizesEvent1Amt |
| Other Direct Expenses Event1 | $10,652 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $47,339 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $21,872 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $25,467 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $127 | NonCashPrizesTotalEventsAmt |
| Oth Direct Expnss Total Events | $10,652 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $10,779 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $14,688 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHI THETA KAPPA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1625 EASTOVER DRIVE | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 646012238 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $1,940,977 | CashGrantAmt |
| Purpose Of Grant | SCHOLARSHIP PROGRAMS, CONVENTIONS SPONSORSHIPS, AND GRANT PROGRAMS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EACH SCHOLARSHIP PROGRAM ADMINISTERED BY PHI THETA KAPPA FOUNDATION 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR LYNN TINCHER-LADNER | ||||||||||||||
| SECRETARY | $0 | $236,673 | $0 | $0 | $0 | $20,000 | $0 | $12,978 | $0 | $9,055 | $0 | $278,706 | $0 | $0 |
| MONICA MARLOWE | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $138,902 | $0 | $0 | $0 | $0 | $0 | $7,147 | $0 | $11,249 | $0 | $157,298 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | DR. LYNN TINCHER-LADNER RECEIVED A $20,000 HOUSING AND AUTO ALLOWANCE DURING THE PERIOD OF JANUARY 1, 2020 THROUGH DECEMBER 31, 2020, AND IT WAS INCLUDED IN HER TAXABLE WAGES. |
| PART I, LINE 3 | THE FOUNDATION'S EXECUTIVE DIRECTOR IS COMPENSATED BY A RELATED ORGANIZATION, PHI THETA KAPPA. PHI THETA KAPPA USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE FOUNDATION'S EXECUTIVE DIRECTOR: COMPENSATION COMMITTEE, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEYS OR STUDIES, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. |
| FORM 990, SCHEDULE J, PART II: | PLEASE NOTE THAT THE FOUNDATION DOES NOT HAVE ANY EMPLOYEES OR ISSUE ANY W-2S. HOWEVER, A PORTION OF EMPLOYEES' SALARIES FROM THE SOCIETY ARE ALLOCATED TO THE FOUNDATION. |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | IN-KIND CONTRIBUTIONS FOR FACILITIES, ETC. | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $606,328 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART 1, LINE 6 | PHI THETA KAPPA FOUNDATION SERVICES ARE DERIVED FROM FULL-TIME AND PART-TIME VOLUNTEER ACTIVITIES. VOLUNTEER ESTIMATES ARE BASED ON CURRENT YEAR BOARD MEMBERS' ACTIVITIES PERFORMED TO SUPPORT THE MISSION OF THE FOUNDATION. |
| 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 FOUNDATION REVIEWS THE RETURN AND THEN SENDS TO THE OF THE BOARD OF TRUSTEES FOR APPROVAL. THE RETURN IS MADE AVAILABLE TO THE FULL BOARD OF TRUSTEES PRIOR TO THE RETURN BEING SIGNED AND FILED BY THE CFO. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE PHI THETA KAPPA FOUNDATION BOARD REVIEWS THE CURRENT CONFLICT OF INTEREST POLICY AT THE ANNUAL BOARD MEETING EACH YEAR. TIME IS SET ASIDE FOR A DISCUSSION PERTAINING TO CONFLICT OF INTEREST ISSUES AT EACH TRUSTEE MEETING, AND EACH TRUSTEE IS REQUIRED TO SIGN THE FORM AT THE BEGINNING OF EACH TRUSTEE MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15 | 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 18 | THE ORGANIZATION MAKES ITS FORM 1023 AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. |
| 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: | ENDOWMENT DISTRIBUTIONS REINVESTED TO CORPUS 2,422. |
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| PHI THETA KAPPA | ||||||||||
| PO BOX 13729 | JACKSON | MS | 39236 | 646012238 | HONOR SOCIETY | MS | 501(C)(3) | 170(B)(1)(A) (VI) | 0 | |
| PHI THETA KAPPA GROUP | ||||||||||
| 1625 EASTOVER DRIVE | JACKSON | MS | 39211 | 237047681 | HONOR SOCIETY COLLEGE CHAPTERS - GROUP | MS | 501(C)(3) | 509(A)(2) | 0 | PHI THETA KAPPA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments