NATIONAL SORORITY OF PHI DELTA KAP… - Form 990 Financial Data

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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

1987

Legal Domicile

Principal Officer

MARY JANE MCCOY

Phone

5048740747

Tax Period

2023-07-01 to 2024-06-30

NATIONAL SORORITY OF PHI DELTA KAPPA INC, founded in 1987, is a small nonprofit that reported $118K in total revenue in fiscal year 2023. Revenue fell 44% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $27K, a strong 23% operating margin.

Mission

This sorority funds, through a specified percentage of its investments, a corporation called the Perpetual Scholarship Foundation. Through this foundation, Phi Delta Kappa members sponsor high school graduating seniors planning to major in education, fourth year college education majors and those seeking doctoral degrees.

Program Service Accomplishments

Program 1

Expenses: $70,000 Revenue: $0

Scholarships for 20 undergraduate students, and 10 for student-teacher scholarships and doctoral-degree seeking students.

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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 (2023)

Revenue Breakdown

Contributions & Grants $87,652

Program Service Revenue $0

Investment Income $30,729

Other Revenue $0

TOTAL REVENUE $118,381

Expense Breakdown

Grants Paid $70,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $70,000

Other Expenses $21,391

TOTAL EXPENSES $91,391

Year-over-Year Comparison

	2023	2022	Change
Revenue	$118,381	$209,763	-0.4%
Expenses	$91,391	$97,822	-0.1%
Net Income	$26,990	$111,941	-0.8%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY JANE MCCOY	INVESTMENT COUNSELOR	5	Officer Director	$0	$0	$0
LISA FRIESON	PRESIDENT	10	Officer Director	$0	$0	$0
ALLEAN BUTTS	VICE PRESIDENT	10	Officer Director	$0	$0	$0
YVONNE BEN	TREASURER	10	Officer Director	$0	$0	$0
BETTY GLOVER	RECORDING SECRETARY	10	Officer Director	$0	$0	$0
SHEILA EVANS	FINANCIAL SECRETARY	10	Officer Director	$0	$0	$0

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
2025	No data	No data	No data	No data
2024	$118,381	$91,391	$1,289,563	$26,990
2023	$209,763	$97,822	$1,197,183	$111,941
2022	$270,936	$96,246	$1,074,463	$174,690

NATIONAL SORORITY OF PHI DELTA KAPPA INC