PHI BETA KAPPA FOUNDATION

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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

Principal Officer

FREDERICK M LAWRENCE

Phone

2022653808

Tax Period

2024-08-01 to 2025-07-31

PHI BETA KAPPA FOUNDATION, founded in 1924, is a community nonprofit that reported $3.5M in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $812K, a strong 24% operating margin.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $1,839,866

AWARDS AND FELLOWSHIPS: THE MARY ISABEL SIBLEY FELLOWSHIP IS AWARDED TO WOMEN SCHOLARS EVERY YEAR, ALTERNATING BETWEEN GREEK AND FRENCH. THE WALTER J. JENSEN FELLOWSHIP IS AWARDED FOR AT LEAST SIX...

AWARDS AND FELLOWSHIPS: THE MARY ISABEL SIBLEY FELLOWSHIP IS AWARDED TO WOMEN SCHOLARS EVERY YEAR, ALTERNATING BETWEEN GREEK AND FRENCH. THE WALTER J. JENSEN FELLOWSHIP IS AWARDED FOR AT LEAST SIX MONTHS OF STUDY IN FRANCE. THE PURPOSE OF THE FELLOWSHIP IS TO HELP EDUCATORS AND RESEARCHERS IMPROVE EDUCATION IN STANDARD FRENCH LANGUAGE, LITERATURE, AND CULTURE. THE DR. MARTIN R. LEBOWITZ AND EVE LEWELLIS LEBOWITZ PRIZES FOR PHILOSOPHICAL ACHIEVEMENT AND CONTRIBUTION ARE AWARDED TO PROVIDE SIGNIFICANT, TANGIBLE RECOGNITION FOR EXCELLENCE IN PHILOSOPHICAL THOUGHT. THE LEBOWITZ SYMPOSIUM PROGRAM CONSISTS OF A PAIR OF ANNUAL LECTURES TO BE DELIVERED SEQUENTIALLY AT A DIVISION MEETING OF THE AMERICAN PHILOSOPHICAL ASSOCIATION SELECTED BY THE HONOREES, OR LACKING THEIR AGREEMENT, BY THE PHI BETA KAPPA SOCIETY. THE TOPIC OF THE LECTURES IS AN IMPORTANT PHILOSOPHICAL ISSUE OF CURRENT INTEREST, AND THE LECTURES SHALL ORDINARILY BE CHOSEN TO OFFER CONTRASTING (NOT NECESSARILY OPPOSING) VIEWS ON THAT TOPIC.

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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 $28,875

Program Service Revenue $0

Investment Income $3,424,812

Other Revenue $0

TOTAL REVENUE $3,453,687

Expense Breakdown

Grants Paid $1,655,480

Salaries & Benefits $122,887

Fundraising Expenses $354,674

Program Expenses $1,839,866

Other Expenses $863,507

TOTAL EXPENSES $2,641,874

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,453,687	$4,367,925	-0.2%
Expenses	$2,641,874	$2,503,877	+0.1%
Net Income	$811,813	$1,864,048	-0.6%

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

$845,069

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RONALD CRUTCHER	CHAIR	1.00	Officer Director	$0	$0	$0
ESTHER JONES	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JEANETTE GARRETTY	TREASURER	1.00	Officer Director	$0	$0	$0
ELIZABETH MARSHALL ANDERSON	TRUSTEE	1.00	Director	$0	$0	$0
BERNADINE BARNES	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN W CARLISLE	TRUSTEE	1.00	Director	$0	$0	$0
S RAJ CHAUDHURY	TRUSTEE	1.00	Director	$0	$0	$0
SEAN DECATUR	TRUSTEE	1.00	Director	$0	$0	$0
DOLORES DURAN-CERDA	TRUSTEE	1.00	Director	$0	$0	$0
AMY FERRER	TRUSTEE	1.00	Director	$0	$0	$0
TARA FISCHER	TRUSTEE	1.00	Director	$0	$0	$0
GABRIELLE FOREMAN	TRUSTEE	1.00	Director	$0	$0	$0
JOHN HARKLESS	TRUSTEE	1.00	Director	$0	$0	$0
VERA L JUNKERS	TRUSTEE	1.00	Director	$0	$0	$0
PAMELA TROTMAN REID	TRUSTEE	1.00	Director	$0	$0	$0
AMY MULNIX	COO (THRU 4/1/25)	7.00	Officer	$37,540	$31,553	$219,253
FREDRICK LAWRENCE	SECRETARY/CEO	4.00	Officer	$64,709	$59,608	$625,816

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	$3,453,687	$2,641,874	$51,253,829	$811,813
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