ZUnclassifiedEIN: 646012238

Phi Theta Kappa

Jackson, Mississippi

A-Health Score
77A-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Very Good

How This Organization Compares

Compared to 111 peers in Unclassified with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org1.67×
Peer Median5.86×
💰
$15.3M
Total Revenue
📊
$16.2M
Total Expenses
🏦
$27.1M
Net Assets
📋
$2.4M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+0.8%
Year-over-year change (2022 → 2023)
Net Margin
-5.9%
Revenue minus expenses as % of revenue
Working Capital Ratio
1.67
Net assets divided by total expenses
Liabilities-to-Assets
8.0%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$15,297,8651%$16,198,7568%$29,414,8541%
2022$15,173,0868%$15,039,21227%$29,754,9502%
2021$16,557,45814%$11,808,37818%$30,434,22121%
2020$14,563,6915%$10,005,37420%$25,142,56523%
2019$15,379,48712%$12,478,438$20,440,73621%
2018$13,684,9342%$12,490,93110%$16,847,8385%
2017$13,381,0991%$11,342,8618%$16,082,32216%
2016$13,306,8992%$12,266,8367%$13,856,41610%
2015$13,545,7836%$13,198,1187%$12,606,15417%
2014$14,466,4372%$14,218,9896%$15,164,6593%
2013$14,777,7814%$15,184,42410%$14,761,5288%
2012$14,266,80123%$13,746,76720%$13,613,5537%
2011$11,573,281$11,421,895$12,743,062

Frequently Asked Questions

What does Phi Theta Kappa do?

Phi Theta Kappa is a unclassified nonprofit organization based in Mississippi. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Phi Theta Kappa financially healthy?

Based on our 9-metric Financial Health Score model, Phi Theta Kappa has a score of 77/100 (Grade: A-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Phi Theta Kappa generate?

Phi Theta Kappa reports $17.1M in annual revenue and holds $28.9M in total assets, based on IRS filings.

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