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Nonprofit · EIN 20-5469890

PHI THETA KAPPA FOUNDATION

Tax-exempt · JACKSON, MS 39211

Financials

$2.6M$2.1M2023$3.3M$3M2024
Revenue Expenses · by fiscal year end
Financials of PHI THETA KAPPA FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$3,322,097$3,000,169$321,928$17,874,262$3,085,526$14,788,736
December 31, 2023990$2,550,993$2,077,310$473,683$16,381,188$2,647,342$13,733,846
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$2,596,826
Program service revenue
$0
Investment income
$722,853
Net gain from sales of assets
$252,291
Net income from fundraising events
$2,418
Other revenue
$2,418

Expenses

Grants and similar amounts paid
$2,102,888
Other salaries and wages
$523,568
Salaries, compensation and benefits (total)
$624,993
Professional fundraising fees
$0
Accounting fees
$12,421
Occupancy
$15,687
Travel
$16,040
Depreciation
$11,856
Program services (functional)
$2,361,770
Management and general (functional)
$387,068
Fundraising (functional)
$251,331

Balance sheet and other

Total assets, start of year
$16,381,188
Total assets, end of year
$17,874,262
Total liabilities, end of year
$3,085,526
Net assets, end of year
$14,788,736
Net assets without donor restrictions
$4,162,728
Net assets with donor restrictions
$10,626,008
Gross receipts
$4,273,497
Employees
0
Volunteers
7
Year formed
2006
State of legal domicile
MS

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
DR LYNN TINCHER-LADNERPRESIDENT & CEO
Trustee or director, Officer
8$0$425,078$26,621
MONICA MARLOWEEXECUTIVE DIRECTOR - PART YEAR
Trustee or director, Officer
40$0$164,303$17,618
PAIGE B CHANDLERCFO
Officer
4$0$159,362$19,475
AMANDA GORMANINTERIM EXECUTIVE DIRECTOR - PART YEAR
Trustee or director, Officer
40$0$17,933$3,058
DR WILLIS LOTTCHAIR - PART YEAR
Trustee or director
1$0$0$0
DR GEORGE BOGGSCHAIR/INTERNATIONAL HONORARY MEM
Trustee or director
1$0$0$0
LOU OBERNDORFTRUSTEE
Trustee or director
1$0$0$0
JANE HALE PAULSENTRUSTEE - PART YEAR
Trustee or director
1$0$0$0
JODI HARRISTRUSTEE - PART YEAR
Trustee or director
1$0$0$0
DR JASON SCALESTRUSTEE - PART YEAR
Trustee or director
1$0$0$0
DR MICHAEL CHIPPSTRUSTEE - PART YEAR
Trustee or director
1$0$0$0
990 for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
DR LYNN TINCHER-LADNERSECRETARY
Trustee or director, Officer
8$0$386,564$23,578
MONICA MARLOWEEXECUTIVE DIRECTOR
Trustee or director, Officer
40$0$174,122$19,390
PAIGE B CHANDLERCFO
Officer
4$0$153,192$18,165
DR WILLIS LOTTCHAIR
Trustee or director
1$0$0$0
DR GEORGE BOGGSINTERNATIONAL HONORARY MEM
Trustee or director
1$0$0$0
LOU OBERNDORFTRUSTEE
Trustee or director
1$0$0$0
JANE HALE HOPKINSTRUSTEE
Trustee or director
1$0$0$0
JODI HARRISTRUSTEE
Trustee or director
1$0$0$0
DR JASON SCALESTRUSTEE
Trustee or director
1$0$0$0
DR MICHAEL CHIPPSTRUSTEE
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
1625 EASTOVER DR, JACKSON, MS 39211-6431
In care of
% NANCY L RIEVES
Principal officer (990 for 2024)
AMANDA GORMAN, 1625 EASTOVER DRIVE, JACKSON, MS 39211
Signed the 990
PAIGE CHANDLER, CFO
Phone
(601) 984-3504
Return prepared by
HORNE LLP

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.

990 for the year ended December 31, 2024

Program accomplishments

  • 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.
    Expenses $2,361,770 · grants $2,102,887 · revenue $252,291

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
20-5469890
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2008
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B11)
Assets (IRS master file)
$17,874,262
Income (IRS master file)
$4,273,497

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$3,322,097$3,000,169$17,874,262XML
990-TDecember 2024–––IRS
990December 2023$2,550,993$2,077,310$16,381,188XML
990December 2022$2,585,211$2,444,077$12,254,762IRS
990-TDecember 2022–––IRS
990December 2021–––IRS
990-TDecember 2021–––IRS
990December 2020–––IRS
990-TDecember 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-5469890).

Questions about PHI THETA KAPPA FOUNDATION

What is the EIN of PHI THETA KAPPA FOUNDATION?
The employer identification number (EIN) of PHI THETA KAPPA FOUNDATION is 20-5469890.
Is PHI THETA KAPPA FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
Are donations to PHI THETA KAPPA FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does PHI THETA KAPPA FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of PHI THETA KAPPA FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PHI THETA KAPPA FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of PHI THETA KAPPA FOUNDATION?
The 990 for the year ended December 31, 2024 names AMANDA GORMAN.
Who are the officers and directors of PHI THETA KAPPA FOUNDATION?
The 990 for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
How much revenue does PHI THETA KAPPA FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $3,322,097, expenses of $3,000,169 and total assets of $17,874,262 at year end.

Other nonprofits in JACKSON

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