2015-05-15T09:54:44-05:00 2014-12-31 201941244 HORNE LLP 1020 HIGHLAND COLONY PKWY STE 400 RIDGELAND MS 39157 990 2014-01-01 646012238 PHI THETA KAPPA PHIT 6019843504 PO BOX 13729 JACKSON MS 392363729 STEVEN D MULHOLLEN CHIEF FINANCIAL OFFICER 6019843504 2015-05-14 1 AMY WILSON SMITHCPA P01612501 6013261000 2015-05-14 2014 2016-02-25 16:41:14Z PHI THETA KAPPA HONOR SOCIETY ROD A RISLEY 1625 EASTOVER DRIVE JACKSON MS 39211 16880400 0 X PTK.ORG X 1977 MS PHI THETA KAPPA IS AN HONOR SOCIETY FOR STUDENTS AT TWO-YEAR COLLEGES WITH THE PURPOSE OF RECOGNIZING AND ENCOURAGING SCHOLARSHIP AMONG THESE STUDENTS. 7 6 88 135000 0 0 2456675 1270159 10369504 10884265 210976 401731 1740626 1910282 14777781 14466437 789609 920637 52934 51241 7090025 6687130 0 0 69607 7251856 6559981 15184424 14218989 -406643 247448 14761528 15164659 5359884 5585396 9401644 9579263 X 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. 0 0 11437831 920637 12794547 LEADERSHIP PROGRAMS, DEVELOPMENT PROGRAMS, ACADEMIC SCHOLARSHIP RECOGNITION, AND ACADEMIC EXCELLENCE PUBLICATIONS. 11437831 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 52 0 1 88 1 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X ROD A RISLEY 6019843504 1625 EASTOVER DRIVE JACKSON MS 39211 DR ROD A RISLEY EXECUTIVE DIRECTOR & SEC. 40.00 8.00 X X 454572 0 347753 EVERETT C JOHNSON CHAIRMAN 2.00 X 0 0 0 DR GEORGE BOGGS VICE CHAIRMAN 2.00 1.00 X 0 0 0 CINDY CARBONE REGIONAL COORDINATOR REPRE 2.00 X 0 0 0 EBONEE CARPENTER 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 STEVEN D MULHOLLEN CHIEF FINANICIAL OFFICER 40.00 4.00 X 121928 0 18916 DEIDRA A DAWS CHIEF OF STAFF 40.00 X 153500 0 5116 SARALYN S QUINN SR. DIR. HR & OPERATIONS 40.00 X 113174 0 15851 DR LYNN TINCHER-LADNER CHIEF INFORMATION & RESEAR 40.00 X 134914 0 11936 WENDY M GIAMMARCO DIRECTOR OF KEY AND CONFER 40.00 X 100724 0 17831 DR NANCY L RIEVES FOUNDATION EXECUTIVE DIREC 10.00 30.00 X 116443 0 12808 JENNIFER L BLALOCK CHIEF STUDENT SUPPORT OFFICER 40.00 X 101566 0 11395 ELLEN C ROSTER FORMER CHIEF INFORMATION OFFICER 0.00 X 175853 0 0 1472674 0 441606 9 1 1 0 WALT DISNEY WORLD SWAN & DOLPHIN 1500 EPCOT RESORTS BLVD ORLANDO FL 32830 EVENTS & CONFERENCES 766885 TEK PRODUCTIONS LLC 4403 VINELAND RD B17 ORLANDO FL 32811 STAGING & LIGHTING 501980 PERSONIFY INC 1919 GALLOWS ROAD VIENNA VA 22182 COMPUTER PROGRAMMING/SOFTWARE 276616 GRAYCO SYSTEMS INC 201 CAMPBELL LOOP HATTIESBURG MS 39401 COMPUTER PROG. & MAILING SERVICES 218607 FEDERAL EXPRESS PO BOX 371599 PITTSBURG PA 15250 SHIPPING SERVICES 218545 6 1134958 135201 1270159 MEMBERSHIP DUES 611710 7345298 7345298 CONVENTION FEES 611710 1135699 1135699 REGIONAL PROGRAM FEES 611710 1111469 1111469 COLLEGE FISH SUBSCRIPTIONS 611710 680750 680750 HONORS INSTITUTE TUITION 611710 396210 396210 214839 214839 10884265 155004 155004 1969750 1723023 246727 246727 246727 2532250 690940 1841310 1841310 MISCELLANEOUS REVENUE 900099 68972 68972 68972 14466437 12794547 0 401731 920637 920637 51241 51241 1101785 800239 301546 4279357 3535777 743580 175134 134509 40625 774723 163531 611192 356131 283691 72440 25210 25210 28666 1500 27166 49547 25495 24052 147696 99519 48177 214133 88343 125790 474572 456679 17893 309471 120537 119327 69607 437737 257955 179782 55970 55970 SUBSISTENCE 1496986 1475317 21669 PROGRAM 1446391 1435755 10636 PRINTING & PUBLICATION 440061 402081 37980 POSTAGE & HANDLING 393686 377638 16048 1039855 807387 232468 14218989 11437831 2711551 69607 1317368 1686110 1995089 1801293 36164 35078 1094782 574143 220805 299809 383253 468940 11430040 6553556 4925068 4876484 3411746 4943020 911154 0 466099 479782 14761528 15164659 1270717 1003723 223935 245877 3865232 4335796 5359884 5585396 X 8153570 8222516 1248074 1356747 9401644 9579263 14761528 15164659 X 247448 -145481 75652 X X 0 1 X 1 0 X 6404857 7230198 9496843 9716119 8615457 41463474 6404857 7230198 9496843 9716119 8615457 41463474 41463474 58753 74965 115395 165537 155004 569654 21714 59029 68972 149715 42182843 17616980 0.98290 0.98650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 1 1 1 1 1 1 1 1 0.00000 0.00000 0.00000 0 1 1 900000 900000 4020092 2490351 1529741 3094582 1900531 1194051 3415366 2162674 1252692 4876484 DEFERRED COMPENSATION PAYABLE 4335796 4335796 X 14320956 -145481 -145481 14466437 0 14466437 14218989 0 14218989 0 14218989 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. 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, 2014 AND 2013. ALL TAX PERIODS AFTER 2010 REMAIN OPEN TO EXAMINATION BY THE FEDERAL AND STATE TAXING JURISDICTIONS TO WHICH THE ORGANIZATION IS SUBJECT. 1 SCHOLARSHIP ASSISTANCE FOR PHI THETA KAPPA STUDENTS 781 920637 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. 1 X X X X X 1 1 0 0 0 0 0 0 0 DR ROD A RISLEY EXECUTIVE DIRECTOR & SEC. 355000 0 85000 0 14572 0 335015 0 12738 0 802325 0 0 0 DEIDRA A DAWS CHIEF OF STAFF 146500 0 7000 0 0 0 0 0 5116 0 158616 0 0 0 ELLEN C ROSTER FORMER CHIEF INFORMATION OFFICER 0 0 0 0 175853 0 0 0 0 0 175853 0 0 0 PART I, LINES 4A-B LINE 4A - THE FOLLOWING PERSON RECEIVED A SEVERANCE PAYMENT: ELLEN C. ROSTER - $135,853 LINE 4B - THE FOLLOWING PERSONS PARTICIPATED IN, OR RECEIVED PAYMENT FROM A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: ROD RISLEY - $316,827 (457(F) PLAN PAYMENT INCLUDED IN DEFERRED COMPENSATION) ELLEN C. ROSTER - $40,000 (PLAN PAYMENT INCLUDED IN BOX 5 OF W-2 COMPENSATION) 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, ALONG WITH THE CHAIR AND VICE CHAIR OF THE BOARD, REVIEWS AND APPROVES THE RETURN PRIOR TO THE CHIEF FINANCIAL OFFICER SIGNING AND FILING. THE BOARD 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 75,652. 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. 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. PHI THETA KAPPA FOUNDATION 1625 EASTOVER DRIVE JACKSON MS 39211 205469890 FUNDRAISING MS 501(C)(3) 170(B)(1)(A) (VI) PHI THETA KAPPA 1 PHI THETA KAPPA GROUP 1625 EASTOVER DRIVE JACKSON MS 39211 237047681 HONOR SOCIETY COLLEGE CHAPTERS - GROUP MS 501(C)(3) 509(A)(2) PHI THETA KAPPA 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 PHI THETA KAPPA FOUNDATION B 293721 CASH PHI THETA KAPPA FOUNDATION C 1134958 CASH PHI THETA KAPPA FOUNDATION N 18838 CASH PHI THETA KAPPA FOUNDATION O 274883 CASH PHI THETA KAPPA FOUNDATION Q 222289 CASH