NATIONAL SORORITY OF PHI DELTA KAPPA INC MU CHAPTER (EIN 510245212) - 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

1931

Legal Domicile

Principal Officer

CHARMIE MCKINNEY

Phone

7082200598

Tax Period

2024-07-01 to 2025-06-30

NATIONAL SORORITY OF PHI DELTA KAPPA INC MU CHAPTER is a small nonprofit that reported $116K in total revenue in fiscal year 2023. Revenue surged 67% from the prior year, signaling strong growth momentum. Expenses of $106K left a modest 8% surplus.

Mission

The National Sorority of Phi Delta Kappa, Inc.-Mu Chapter is a not-for-profit tax-exempt corporation founded in February 1931 to establish a professional organization of well trained and effective educators, dedicated to training youth and adults to develop and enhance those skills, abilities, attitudes and ethics that will prepare them to function successfully in a democratic society. This Organization is one of nineteen (19) chapters involved in the Youth Education and Service (YES) initiative programs.

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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 (2024)

Revenue Breakdown

Contributions & Grants $40,116

Program Service Revenue $38,080

Investment Income $0

Other Revenue $34,026

TOTAL REVENUE $112,222

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $23,308

Program Expenses $70,919

Other Expenses $105,268

TOTAL EXPENSES $105,268

Year-over-Year Comparison

	2024	2023	Change
Revenue	$112,222	$115,616	0.0%
Expenses	$105,268	$105,800	0.0%
Net Income	$6,954	$9,816	-0.3%

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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARMIE MCKINNEY	BASILEUS/PRESID	10.00	Officer	$0	$0	$0
PATRICIA TURNER	TAMIAS/TREASURE	5.00	Officer	$0	$0	$0
KATRENA WASHINGTON	TAMIOUCHOS	2.00	Officer	$0	$0	$0
DONNA THOMPSON	EPISTOLEUS	2.00	Officer	$0	$0	$0
BARBARA NETTLES	GRAMMATEUS	2.00	Officer	$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
2025	$112,222	$105,268	$100,317	$6,954
2024	$115,616	$105,800	$93,363	$9,816

NATIONAL SORORITY OF PHI DELTA KAPPA INC MU CHAPTER