PHI DELTA KAPPA INTERNATIONAL INC

EIN: 350975844 501(c)(3) Philanthropy & Grantmaking

ARLINGTON, VA

Total Revenue
$5,751,411
Total Expenses
$5,499,737
Total Assets
$6,268,839
Net Assets
$4,088,512
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
1906
Legal Domicile
VA
Principal Officer
JAMES LANE
Phone
8007661156
Tax Period
2023-01-01 to 2023-12-31

Phi Delta Kappa International Inc, founded in 1906, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.7M in total revenue in fiscal year 2017. Revenue surged 83% from the prior year, signaling strong growth momentum.

Mission

PDK IS A PROFESSIONAL NETWORK FOR EDUCATORS WHO SHARE A COMMON INTEREST IN RESEARCH, SERVICE AND LEARNING WITH A FOCUS ON IMPROVEMENT OF PUBLIC EDUCATION.

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Trantor Score

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,032,400
Program Service Revenue $2,935,636
Investment Income $718,267
Other Revenue $65,108
TOTAL REVENUE $5,751,411

Expense Breakdown

Grants Paid $196,436
Salaries & Benefits $2,778,783
Fundraising Expenses $0
Program Expenses $2,996,995
Other Expenses $2,524,518
TOTAL EXPENSES $5,499,737

Year-over-Year Comparison

2023 2022 Change
Revenue $5,751,411 $4,557,415 +0.3%
Expenses $5,499,737 $4,809,975 +0.1%
Net Income $251,674 $-252,560 -2.0%
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

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Governance

Voting Members
17
Independent Members
16
Employees
34
Volunteers
18

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
8
$641,117
Total Directors
19
$168,274
Key Employees
0
$0
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ALBERT CHEN COO 30.00
Officer
$273,353 $53,337 $326,690
JAMES LANE CEO AND BOARD SECRETARY AS OF JULY 2023 30.00
Officer Director
$151,008 $17,266 $168,274
TERESA K PRESTON DIRECTOR OF PUBLICATIONS 30.00
Highest
$124,574 $21,822 $146,396
MUAZ AHMED DIRECTOR OF FINANCE 30.00
Officer
$109,228 $36,925 $146,153
LISA ROLLINS NATIONAL DIR OF OUTREACH AND PARTNERSHIPS 30.00
Highest
$112,171 $20,410 $132,581
MELISSA NIXON CHAIR UNTIL SEPT. 2023, THEN PAST CHAIR 1.00
Officer Director
$0 $0 $0
KATHARINE OLIVER VICE CHAIR UNTIL SEPT. 2023, THEN CHAIR 1.00
Officer Director
$0 $0 $0
ANGELA WALMSLEY PAST CHAIR 1.00
Officer Director
$0 $0 $0
CURTIS CAIN PAST CHAIR 1.00
Officer Director
$0 $0 $0
DEBORAH DELISLE BOARD MEMBER UNTIL SEPT. 2023, THEN VICE CHAIR 1.00
Officer Director
$0 $0 $0
ERIN JONES BOARD MEMBER 1.00
Director
$0 $0 $0
DOUG CHRISTENSEN BOARD MEMBER 1.00
Director
$0 $0 $0
CHRISTOPHER EMDIN BOARD MEMBER 1.00
Director
$0 $0 $0
KIMBERLY GREEN BOARD MEMBER 1.00
Director
$0 $0 $0
JUDY BLOYER BOARD MEMBER AS OF OCT. 2023 1.00
Director
$0 $0 $0
ANDREA BROWNLEE BOARD MEMBER AS OF OCT. 2023 1.00
Director
$0 $0 $0
PAT MIKOS BOARD MEMBER AS OF OCT. 2023 1.00
Director
$0 $0 $0
LISA STOOKSBERRY BOARD MEMBER AS OF OCT. 2023 1.00
Director
$0 $0 $0
STEVEN WEBER BOARD MEMBER AS OF OCT. 2023 1.00
Director
$0 $0 $0
ROSA ISIAH BOARD MEMBER AS OF OCT. 2023 1.00
Director
$0 $0 $0
SHAVONNA HOLMAN BOARD MEMBER AS OF OCT. 2023 1.00
Director
$0 $0 $0
NATASHA MURRAY BOARD MEMBER UNTIL SEPT. 2023 1.00
Director
$0 $0 $0
MAUREEN LARAVIERE BOARD MEMBER UNTIL SEPT. 2023 1.00
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
2024 No data No data No data No data
2023 $5,751,411 $5,499,737 $6,268,839 $251,674
2022 $4,557,415 $4,809,975 $1,874,588 $-252,560
2021 $4,041,497 $3,890,045 $1,266,777 $151,452
2020 $2,025,770 $4,464,551 $1,144,067 $-2,438,781
2019 $4,680,906 $4,811,439 $2,028,671 $-130,533
2018 $3,740,319 $3,897,942 $1,690,787 $-157,623
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