PHI DELTA KAPPA EDUCATIONAL FOUNDA… - 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

1994

Legal Domicile

Principal Officer

JAMES LANE

Phone

8007661156

Tax Period

2023-01-01 to 2023-12-31

Mission

TO SUPPORT, ENCOURAGE, AND FINANCE PUBLIC EDUCATION RELATED ACTIVITIES, BE THE AGENCY FOR THE RECEIPT OF CHARITABLE INCOME AND ADMINISTER THESE FUNDS FOR PDK INTERNATIONAL.

Program Service Accomplishments

Program 1

GRANTS TO PHI DELTA KAPPA INTERNATIONAL, INC. TO SUPPORT EDUCATION POLL, DEVELOPMENT OF EDUCATORS RISING INITIATIVE, AND SCHOLARSHIP ADMINISTRATION.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $12,504,486

TOTAL EXPENSES $12,504,486

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	$148,052	-1.0%
Expenses	$12,504,486	$18,895	+660.8%
Net Income	N/A	$129,157	N/A

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

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
JAMES LANE CEO AND BOARD	SECRETARY AS OF JULY 2023	10.00	Officer Director	$0	$17,266	$168,274
CURTIS CAIN CHAIR UNTIL	SEPT. 2023, THEN PAST CHAIR	1.00	Officer Director	$0	$0	$0
ANGELA WALMSLEY VICE CHAIR	UNTIL SEPT., THEN CHAIR	1.00	Officer Director	$0	$0	$0
DOUG CHRISTENSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
MELISSA NIXON	BOARD MEMBER AS OF OCT. 2023	1.00	Director	$0	$0	$0
ALBERT CHEN	COO	10.00	Officer	$0	$53,337	$326,690
MUAZ AHMED	DIRECTOR OF FINANCE	10.00	Officer	$0	$36,925	$146,153

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
2023	No data	$12,504,486	No data	No data
2022	$148,052	$18,895	$12,504,486	$129,157
2021	$162,157	$20,160	$13,360,089	$141,997
2020	$296,774	$64,900	$12,019,735	$231,874
2019	$466,459	$3,523,594	$6,743,676	$-3,057,135
2018	$810,417	$2,571,702	$9,699,913	$-1,761,285

PHI DELTA KAPPA EDUCATIONAL FOUNDATION INC