PHI THETA KAPPA GROUP (EIN 237047681) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1956

Legal Domicile

Principal Officer

LYNN TINCHER-LADNER

Phone

6019843504

Tax Period

2024-01-01 to 2024-12-31

PHI THETA KAPPA GROUP, founded in 1956, is a small nonprofit that reported $952K in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion.

Mission

THE PHI THETA KAPPA GROUP IS THE TAX REPORTING ENTITY FOR THE AFFILIATED CHAPTERS COMPRISED OF CHAPTERS, REGIONS AND ALUMNI ASSOCIATIONS OF PHI THETA KAPPA, AN HONOR SOCIETY RECOGNIZING ACADEMIC ACHIEVEMENT OF COLLEGE STUDENTS AND PROVIDING OPPORTUNITIES FOR THEM TO GROW AS SCHOLARS AND LEADERS.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $41,530

Program Service Revenue $910,879

Investment Income $0

Other Revenue $0

TOTAL REVENUE $952,409

Expense Breakdown

Grants Paid $40,673

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,018,387

Other Expenses $977,714

TOTAL EXPENSES $1,018,387

Year-over-Year Comparison

	2024	2023	Change
Revenue	$952,409	$794,124	+0.2%
Expenses	$1,018,387	$838,082	+0.2%
Net Income	$-65,978	$-43,958	+0.5%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

57000

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

$630,536

Total Directors

$451,699

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR GEORGE BOGGS	CHAIRMAN	0.00	Director	$0	$0	$0
DR MICHAEL ODU	CHAPTER ADVISOR REPRESENTA	0.00	Director	$0	$0	$0
DR DAN PHELAN	VICE CHAIR/COMMUNITY COLLEGE ADMIN. R	0.00	Director	$0	$0	$0
AMANDA GORMAN	PART YEAR VICE CHAIRMAN/ALUMNI REP	0.00	Director	$0	$0	$0
DR LYNN TINCHER-LADNER	PRESIDENT & CEO	1.00	Officer Director	$0	$26,621	$451,699
LIAM BLAKEWAY	PART YEAR STUDENT REPRESEN	0.00	Director	$0	$0	$0
MARY LINDER	REGIONAL COORD. REP	0.00	Director	$0	$0	$0
TALA ALAHMAR	PART YEAR ALUMNI REPRESEN	0.00	Director	$0	$0	$0
ANNALISE SMITH	PART YEAR STUDENT REPRESEN	0.00	Director	$0	$0	$0
PAIGE CHANDLER	CHIEF FINANCIAL OFFICER	1.00	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	$952,409	$1,018,387	$1,190,354	$-65,978
2023	$794,124	$838,082	$1,039,625	$-43,958
2022	$561,773	$676,838	$802,710	$-115,065
2021	$478,099	$427,649	$1,125,240	$50,450
2020	$704,184	$482,429	$1,286,188	$221,755

PHI THETA KAPPA GROUP