PHI BETA KAPPA SOCIETY DE CHAPTER (EIN 516022780) - 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

1956

Legal Domicile

Principal Officer

ELIZABETH BAYLEY PHD

Phone

3028314623

Tax Period

2024-01-01 to 2024-12-31

PHI BETA KAPPA SOCIETY DE CHAPTER, founded in 1956, is a small nonprofit that reported $207K in total revenue in fiscal year 2024. Revenue fell 69% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $178K, a strong 86% operating margin.

Mission

TO FOSTER THE PRINCIPLES OF FREEDOM OF INQUIRY, FREEDOM OF THOUGHT AND FREEDOM OF EXPRESSION. THE SOCIETY PROMOTES A CULTURE OF DISCIPLINARY RIGOR, BREADTH OF INTELLECTUAL PERSPECTIVE, THE CULTIVATION OF SKILLS OF DELIBERATION AND ETHICAL REFLECTION, THE PUSUIT OF WISDOM, AND THE APPLICATION OF THE FRUITS OF SCHOLARSHIP AND RESEARCH IN PRACTIAL LIFE.

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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 $115,152

Program Service Revenue $0

Investment Income $90,485

Other Revenue $1,470

TOTAL REVENUE $207,107

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $27,252

Other Expenses $19,012

TOTAL EXPENSES $29,012

Year-over-Year Comparison

	2024	2023	Change
Revenue	$207,107	$663,639	-0.7%
Expenses	$29,012	$20,666	+0.4%
Net Income	$178,095	$642,973	-0.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LYNN MAHAFFY	PRESIDENT	2.00	Officer Director	$0	$0	$0
JESSICA TANIS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
RAY PETERS	SECRETARY	2.00	Officer Director	$0	$0	$0
ELIZABETH BAYLEY	TREASURER	2.00	Officer Director	$0	$0	$0
LISA GENSEL	CHAIR, MEMBERS IN COURSE C	0.00	Officer 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
2025	No data	No data	No data	No data
2024	$207,107	$29,012	$1,075,577	$178,095
2023	$663,639	$20,666	$897,482	$642,973

PHI BETA KAPPA SOCIETY DE CHAPTER