PI KAPPA PHI FOUNDATION (EIN 460975567) - 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

2012

Legal Domicile

Principal Officer

JAKE HENDERSON

Phone

7045040888

Tax Period

2023-01-01 to 2023-12-31

PI KAPPA PHI FOUNDATION, founded in 2012, is a community nonprofit in the Education sector that reported $1.6M in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $1.5M left a modest 9% surplus.

Mission

TO SUPPORT THE EDUCATIONAL PROGRAMS OF THE PI KAPPA PHI FRATERNITY IN ORDER TO ASSIST ITS STUDENT MEMBERS IN ACHIEVING SUPERIOR RESULTS IN PERSONAL DEVELOPMENT, ACADEMICS, SERVICE AND LEADERSHIP.

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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 $1,159,294

Program Service Revenue $0

Investment Income $462,110

Other Revenue $0

TOTAL REVENUE $1,621,404

Expense Breakdown

Grants Paid $466,241

Salaries & Benefits $425,150

Fundraising Expenses $527,254

Program Expenses $563,186

Other Expenses $585,315

TOTAL EXPENSES $1,476,706

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,621,404	$1,237,702	+0.3%
Expenses	$1,476,706	$1,344,462	+0.1%
Net Income	$144,698	$-106,760	-2.4%

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

N/A

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

$278,431

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERNEST JOHNSON	CHAIRMAN	0.00	Officer Director	$0	$0	$0
RICK BERK	VICE CHAIRMAN	0.00	Officer Director	$0	$0	$0
DAVID SHOOK	MEMBER	0.00	Officer Director	$0	$0	$0
STEVE DEPALMA	MEMBER	0.00	Director	$0	$0	$0
DAVID MORGAN	MEMBER	0.00	Director	$0	$0	$0
JEREMY GALVIN	MEMBER	0.00	Director	$0	$0	$0
JAMES SMITH	MEMBER	0.00	Director	$0	$0	$0
GABE GEHRET	MEMBER	0.00	Director	$0	$0	$0
WALTER PICKENS	MEMBER	0.00	Director	$0	$0	$0
GUNNER SCHALIN	MEMBER	0.00	Director	$0	$0	$0
JACK MCDONALD	MEMBER	0.00	Director	$0	$0	$0
JAMES HOUSE	MEMBER	0.00	Director	$0	$0	$0
DAVE LERNER	MEMBER	0.00	Director	$0	$0	$0
CHUCK BARNARD	MEMBER	0.00	Director	$0	$0	$0
STUART HICKS	MEMBER	0.00	Director	$0	$0	$0
DUDLEY WOODY	SECRETARY	0.00	Director	$0	$0	$0
TRACY MADDUX	MEMBER	0.00	Director	$0	$0	$0
COREY DILLON	MEMBER	0.00	Director	$0	$0	$0
NATHAN HIGHTOWER	MEMBER	0.00	Director	$0	$0	$0
WARREN DEBARDELABEN	MEMBER	0.00	Director	$0	$0	$0
MARK JACOBS	MEMBER	0.00	Director	$0	$0	$0
ANDERS HALL	MEMBER	0.00	Director	$0	$0	$0
WESLEY BREEDEN	MEMBER	0.00	Director	$0	$0	$0
JAKE HENDERSON	C.E.O.	40.00	Officer	$0	$8,431	$278,431

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	$1,621,404	$1,476,706	$13,434,026	$144,698
2022	$1,237,702	$1,344,462	$11,975,723	$-106,760
2021	$2,105,535	$1,930,477	$14,162,556	$175,058
2020	$1,239,523	$1,228,483	$12,826,050	$11,040
2019	$827,992	$1,205,306	$11,675,583	$-377,314
2018	$995,300	$1,178,844	$10,504,971	$-183,544

PI KAPPA PHI FOUNDATION