PHI KAPPA PHI FOUNDATION (EIN 237044263) - 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

1969

Legal Domicile

Principal Officer

BRAD JEWELL

Phone

2253884917

Tax Period

2020-07-01 to 2021-03-01

PHI KAPPA PHI FOUNDATION, founded in 1969, is a mid-sized nonprofit that reported $11.4M in total revenue in fiscal year 2020. Revenue surged 480% from the prior year, signaling strong growth momentum. The organization ran a surplus of $10.3M, a strong 90% operating margin.

Mission

TO RECOGNIZE AND PROMOTE ACADEMIC EXCELLENCE IN ALL FIELDS OF HIGHER EDUCATION AND TO ENGAGE THE COMMUNITY OF SCHOLARS IN SERVICE TO OTHERS.

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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 (2020)

Revenue Breakdown

Contributions & Grants $98,690

Program Service Revenue $0

Investment Income $11,255,142

Other Revenue $0

TOTAL REVENUE $11,353,832

Expense Breakdown

Grants Paid $811,146

Salaries & Benefits $147,016

Fundraising Expenses $46,785

Program Expenses $856,620

Other Expenses $121,785

TOTAL EXPENSES $1,079,947

Year-over-Year Comparison

	2020	2019	Change
Revenue	$11,353,832	$1,956,977	+4.8%
Expenses	$1,079,947	$1,383,512	-0.2%
Net Income	$10,273,885	$573,465	+16.9%

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

Volunteers

105

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

$641,982

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT ROGOW PHD	CHAIR	0.50	Officer Director	$0	$0	$0
ERIN R MCCLERNON	TRUSTEE	0.50	Director	$0	$0	$0
MAIRE O SIMINGTON PHD	TRUSTEE	0.50	Director	$0	$0	$0
WENDY LAWRENCE	TRUSTEE	0.50	Director	$0	$0	$0
STEVEN ROCK PHD	TRUSTEE	0.50	Director	$0	$0	$0
MARY TODD PHD	SECRETARY	11.25	Officer	$58,636	$35,136	$269,805
LOURDES BARRO	TREASURER (7/1/20-11/30/20)	11.25	Officer	$52,926	$24,750	$201,169
TRACI NAVARRE	CHIEF OPERATING OFFICER	11.25	Officer	$39,162	$24,414	$154,953
BRAD JEWELL	TREASURER (11/30/20 - PRESENT)	26.25	Officer	$4,574	$809	$16,055

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
2021	$11,353,832	$1,079,947	No data	$10,273,885
2020	$1,956,977	$1,383,512	$34,887,658	$573,465
2019	$1,889,330	$1,271,297	$34,194,446	$618,033

PHI KAPPA PHI FOUNDATION