PHI DELTA KAPPA INTERNATIONAL INC

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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

1906

Legal Domicile

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 $5.8M in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $5.5M left a modest 4% surplus.

Mission

TO GROW AND CONNECT LEADERS IN EDUCATION.

Program Service Accomplishments

Program 1

Expenses: $1,014,208 Revenue: $23,279

OTHER PROGRAMS:EDUCATORS RISING IS A PREMIER NATIONWIDE GROW YOUR OWN TEACHER CAREER AND TECHNICAL EDUCATION (CTE) PROGRAM THAT INSPIRES HIGH SCHOOL STUDENTS TO PURSUE EDUCATION AS A CAREER AND...

OTHER PROGRAMS:EDUCATORS RISING IS A PREMIER NATIONWIDE GROW YOUR OWN TEACHER CAREER AND TECHNICAL EDUCATION (CTE) PROGRAM THAT INSPIRES HIGH SCHOOL STUDENTS TO PURSUE EDUCATION AS A CAREER AND PROVIDE A CLEAR PATHWAY TO INCREASE TEACHER DIVERSITY AND TEACHER QUALITY. AS A CAREER AND TECHNICAL STUDENT ORGANIZATION (CTSO), EDUCATORS RISING SUPPORTS OUR 51% DIVERSE STUDENTS THROUGH CHAPTERS THAT FACILITATE SUPPORT AND NETWORKING, OUR ACADEMY CURRICULUM AND BEGINNING TO TEACH MICRO-CREDENTIALS THAT PREPARES STUDENTS FOR THEIR FUTURE PROFESSION, COMPETITIONS TO GIVE STUDENTS A CHANCE TO PROVE THEMSELVES AS PROFESSIONALS, AND CONFERENCES THAT PROVIDE A NATIONAL STAGE IN WHICH TO NETWORK AND BE RECOGNIZED FOR THEIR ACHIEVEMENTS. STUDENTS CAN CONTINUE TO PARTICIPATE IN THIS NETWORK BY PARTICIPATING IN EDUCATORS RISING COLLEGIATE, WHICH OFFERS FURTHER SUPPORT TO KEEP STUDENTS ON THE PATH TO GRADUATE AND GET CERTIFIED.

Program 2

Expenses: $844,769

SUBSCRIPTIONS:PUBLISHED SINCE 1915, PHI DELTA KAPPAN IS ONE OF THE NATION'S OLDEST AND MOST WELL-RESPECTED MAGAZINES FOCUSING ON K-12 EDUCATION. IT FEATURES ARTICLES ABOUT EDUCATIONAL RESEARCH...

SUBSCRIPTIONS:PUBLISHED SINCE 1915, PHI DELTA KAPPAN IS ONE OF THE NATION'S OLDEST AND MOST WELL-RESPECTED MAGAZINES FOCUSING ON K-12 EDUCATION. IT FEATURES ARTICLES ABOUT EDUCATIONAL RESEARCH, PRACTICE, AND POLICY, AS WELL AS REGULAR COLUMNS ON SCHOOL AND DISTRICT LEADERSHIP, MEDIA COVERAGE OF EDUCATION, LEGAL ISSUES IN THE FIELD, STATE AND FEDERAL POLITICS, AND MORE. PUBLISHED EIGHT TIMES PER YEAR, FROM SEPTEMBER THROUGH MAY, THE MAGAZINE IS DISTRIBUTED IN PRINT TO MEMBERS OF PHI DELTA KAPPA, WHILE SAGE PUBLICATIONS DISTRIBUTES A DIGITAL VERSION OF KAPPAN TO ROUGHLY 10,000 UNIVERSITY LIBRARIES AROUND THE WORLD. OUR OWN WEB SITE, KAPPANONLINE.ORG, RECEIVES OVER 100,000 UNIQUE VISITORS PER MONTH.

Program 3

Expenses: $624,675 Revenue: $970,728

CONFERENCE:EACH YEAR, EDUCATORS RISING HOSTS A NATIONAL CONFERENCE TO CONVENE OUR NETWORK OF RISING EDUCATORS AND TEACHER LEADERS. IT'S A UNIQUE OPPORTUNITY FOR STUDENTS AND THEIR TEACHER LEADERS...

CONFERENCE:EACH YEAR, EDUCATORS RISING HOSTS A NATIONAL CONFERENCE TO CONVENE OUR NETWORK OF RISING EDUCATORS AND TEACHER LEADERS. IT'S A UNIQUE OPPORTUNITY FOR STUDENTS AND THEIR TEACHER LEADERS TO:- CONNECT AND LEARN FROM EACH OTHER THROUGH MORE THAN 40 BREAKOUT SESSIONS;- NETWORK WITH OTHER MEMBERS FROM ACROSS THE COUNTRY;- COMPETE FOR NATIONAL TITLES IN COMPETITIVE EVENTS DESIGNED TO ALLOW STUDENTS TO DEVELOP AND SHOWCASE THEIR TEACHING SKILLS; AND- BE INSPIRED BY KEYNOTE PRESENTATIONS FROM NATIONAL EDUCATION LEADERS.

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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 $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

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

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

$641,117

Total Directors

$168,274

Key Employees

Highest Compensated

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