PHI BETA KAPPA FOUNDATION

EIN: 526063291 501(c)(3)

WASHINGTON, DC

Total Revenue
$4,367,925
Total Expenses
$2,503,877
Total Assets
$49,322,785
Net Assets
$47,720,918
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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
1924
Legal Domicile
NY
Principal Officer
FREDERICK M LAWRENCE
Phone
2022653808
Tax Period
2023-08-01 to 2024-07-31

PHI BETA KAPPA FOUNDATION, founded in 1924, is a community nonprofit that reported $4.4M in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.9M, a strong 43% operating margin.

Mission

ORGANIZED FOR THE CREATION OF FUNDS OR ENDOWMENTS FOR THE PROMOTION OF SOUND LEARNING THROUGH THE ESTABLISHMENT OF FELLOWSHIPS, AWARDS AND SIMILAR ITEMS

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $50,000
Program Service Revenue $0
Investment Income $4,317,925
Other Revenue $0
TOTAL REVENUE $4,367,925

Expense Breakdown

Grants Paid $1,948,460
Salaries & Benefits $73,156
Fundraising Expenses $33,430
Program Expenses $2,101,372
Other Expenses $482,261
TOTAL EXPENSES $2,503,877

Year-over-Year Comparison

2023 2022 Change
Revenue $4,367,925 $3,151,297 +0.4%
Expenses $2,503,877 $634,898 +2.9%
Net Income $1,864,048 $2,516,399 -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

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Governance

Voting Members
14
Independent Members
14
Employees
N/A
Volunteers
25

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
6
$792,678
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ESTHER JONES CHAIR 1.00
Officer Director
$0 $0 $0
PETER QUIMBY VICE CHAIR 1.00
Officer Director
$0 $0 $0
JONATHAN LEWIS TREASURER (THRU 9/2023) 1.00
Officer Director
$0 $0 $0
JEANETTE GARRETTY TREASURER 1.00
Officer Director
$0 $0 $0
SUSAN CARLISLE TRUSTEE 1.00
Director
$0 $0 $0
VERA JUNKERS TRUSTEE 1.00
Director
$0 $0 $0
BERNADINE BARNES TRUSTEE 1.00
Director
$0 $0 $0
RAJ CHAUDHURY TRUSTEE 1.00
Director
$0 $0 $0
JENNIFER LEWTON YATES TRUSTEE 1.00
Director
$0 $0 $0
DOLORES DURAN-CERDA TRUSTEE 1.00
Director
$0 $0 $0
RONALD CRUTCHER TRUSTEE 1.00
Director
$0 $0 $0
SUZIE PARK TRUSTEE 1.00
Director
$0 $0 $0
JOHN POPE TRUSTEE 1.00
Director
$0 $0 $0
JUDITH SHAPIRO TRUSTEE 1.00
Director
$0 $0 $0
PAMELA TROTMAN REID TRUSTEE 1.00
Director
$0 $0 $0
AMY MULNIX COO 7.00
Officer
$35,833 $29,346 $208,513
FREDRICK LAWRENCE SECRETARY/CEO 4.00
Officer
$60,258 $56,911 $584,165
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 $4,367,925 $2,503,877 $49,322,785 $1,864,048
2023 $3,151,297 $634,898 $46,715,872 $2,516,399
2022 $1,384,235 $645,476 $41,882,645 $738,759
2021 $4,273,141 $620,898 $45,858,978 $3,652,243
2020 $593,261 $1,348,347 $37,754,258 $-755,086
2019 $676,889 $1,933,299 $37,569,411 $-1,256,410
2018 $1,305,895 $2,144,225 $39,158,363 $-838,330
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