Pi Kappa Alpha Foundation (EIN 626039877) - 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

1948

Legal Domicile

Phone

9017481948

Tax Period

2024-01-01 to 2024-12-31

Pi Kappa Alpha Foundation, founded in 1948, is a mid-sized nonprofit in the Education sector that reported $27.2M in total revenue in fiscal year 2024. Revenue surged 485% from the prior year, signaling strong growth momentum. The organization ran a surplus of $22.9M, a strong 84% operating margin.

Mission

PI KAPPA ALPHA FOUNDATION IS A 501(C)(3 ) NOT-FOR-PROFIT FORMED AS A PUBLIC EDUCATIONAL FOUNDATION.

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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 $16,124,470

Program Service Revenue $0

Investment Income $10,960,775

Other Revenue $110,630

TOTAL REVENUE $27,195,875

Expense Breakdown

Grants Paid $1,751,857

Salaries & Benefits $1,317,660

Fundraising Expenses $1,103,665

Program Expenses $2,342,795

Other Expenses $891,510

TOTAL EXPENSES $4,324,935

Year-over-Year Comparison

	2024	2023	Change
Revenue	$27,195,875	$4,645,299	+4.9%
Expenses	$4,324,935	$3,154,709	+0.4%
Net Income	$22,870,940	$1,490,590	+14.3%

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

Employees

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

$447,321

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr Trey Labella III	TRUSTEE	1.0	Director	$0	$0	$0
Mr ANTHONY JAMES WILLIAMS	President-Elect	1.0	Director	$0	$0	$0
Mr BRITT R MASSING	TRUSTEE	1.0	Director	$0	$0	$0
Mr BRUCE ALAN WOLFSON	TRUSTEE	1.0	Director	$0	$0	$0
MR DANIEL A BERGER	Immediate Past President	1.0	Director	$0	$0	$0
Mr DARIUS SIDEBOTHAM	TRUSTEE	1.0	Director	$0	$0	$0
Mr DEVANG DESAI	TRUSTEE	1.0	Director	$0	$0	$0
Mr Dzenan Berberovic	TRUSTEE	1.0	Director	$0	$0	$0
Mr JOSPEH P EGAN	TRUSTEE	1.0	Director	$0	$0	$0
MR KEVIN E VIRTA	President	1.0	Director	$0	$0	$0
Mr Kevin Travers	Trustee	1.0	Director	$0	$0	$0
Mr Kirby Greteman	TRUSTEE	1.0	Director	$0	$0	$0
Mr NATHANIEL GENE SMITH	TRUSTEE	1.0	Director	$0	$0	$0
RYAN C COLLETT	CHIEF DEVELOPMENT OFFICER	40.0	Officer	$174,520	$8,883	$183,403
STEVEN S VINCENT	CHIEF EXECUTIVE OFFICER	40.0	Officer	$249,892	$14,026	$263,918
Samir Hafiz	VP Development	40.0	Highest	$101,346	$0	$101,346

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	$27,195,875	$4,324,935	$39,557,287	$22,870,940
2023	$4,645,299	$3,154,709	$25,246,381	$1,490,590
2022	$2,602,305	$2,660,125	$21,858,224	$-57,820
2021	$6,456,572	$2,105,493	$24,743,553	$4,351,079
2020	$2,792,249	$2,494,318	$20,747,146	$297,931
2019	$4,546,761	$2,968,903	$18,825,252	$1,577,858
2018	$2,859,776	$3,027,862	$16,557,968	$-168,086

Pi Kappa Alpha Foundation