PHI THETA KAPPA FOUNDATION (EIN 205469890) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

AMANDA GORMAN

Phone

6019843504

Tax Period

2024-01-01 to 2024-12-31

PHI THETA KAPPA FOUNDATION, founded in 2006, is a community nonprofit in the Education sector that reported $3.3M in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $3.0M left a modest 10% surplus.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,596,826

Program Service Revenue $0

Investment Income $722,853

Other Revenue $2,418

TOTAL REVENUE $3,322,097

Expense Breakdown

Grants Paid $2,102,888

Salaries & Benefits $624,993

Fundraising Expenses $251,331

Program Expenses $2,361,770

Other Expenses $272,288

TOTAL EXPENSES $3,000,169

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,322,097	$2,550,993	+0.3%
Expenses	$3,000,169	$2,077,310	+0.4%
Net Income	$321,928	$473,683	-0.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$833,448

Total Directors

$654,611

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR WILLIS LOTT	CHAIR - PART YEAR	1.00	Director	$0	$0	$0
DR GEORGE BOGGS	CHAIR/INTERNATIONAL HONORARY MEM	1.00	Director	$0	$0	$0
LOU OBERNDORF	TRUSTEE	1.00	Director	$0	$0	$0
JANE HALE PAULSEN	TRUSTEE - PART YEAR	1.00	Director	$0	$0	$0
JODI HARRIS	TRUSTEE - PART YEAR	1.00	Director	$0	$0	$0
DR JASON SCALES	TRUSTEE - PART YEAR	1.00	Director	$0	$0	$0
DR MICHAEL CHIPPS	TRUSTEE - PART YEAR	1.00	Director	$0	$0	$0
DR LYNN TINCHER-LADNER	PRESIDENT & CEO	8.00	Officer Director	$0	$26,621	$451,699
MONICA MARLOWE	EXECUTIVE DIRECTOR - PART YEAR	40.00	Officer Director	$0	$17,618	$181,921
AMANDA GORMAN	INTERIM EXECUTIVE DIRECTOR - PART YEAR	40.00	Officer Director	$0	$3,058	$20,991
PAIGE B CHANDLER	CFO	4.00	Officer	$0	$19,475	$178,837

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$3,322,097	$3,000,169	$17,874,262	$321,928
2023	$2,550,993	$2,077,310	$16,381,188	$473,683
2022	$2,585,211	$2,444,077	$12,254,762	$141,134
2021	$3,990,194	$4,212,207	$15,489,995	$-222,013
2020	$3,372,545	$2,864,848	$14,027,367	$507,697
2019	$3,826,872	$3,183,720	$12,772,198	$643,152
2018	$4,378,312	$2,891,346	$10,579,171	$1,486,966

PHI THETA KAPPA FOUNDATION