PHI THETA KAPPA (EIN 646012238) - 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

1977

Legal Domicile

Principal Officer

DR LYNN TINCHER-LADNER

Phone

6019843504

Tax Period

2023-01-01 to 2023-12-31

PHI THETA KAPPA, founded in 1977, is a mid-sized nonprofit that reported $15.3M in total revenue in fiscal year 2023.

Mission

THE MISSION OF PHI THETA KAPPA IS TO RECOGNIZE ACADEMIC ACHIEVEMENT OF COLLEGE STUDENTS AND TO PROVIDE OPPORTUNITIES FOR THEM TO GROW AS SCHOLARS AND LEADERS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,081,514

Program Service Revenue $10,567,701

Investment Income $452,744

Other Revenue $2,195,906

TOTAL REVENUE $15,297,865

Expense Breakdown

Grants Paid $1,234,611

Salaries & Benefits $5,257,588

Fundraising Expenses $223,586

Program Expenses $12,162,076

Other Expenses $9,485,661

TOTAL EXPENSES $16,198,756

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,297,865	$15,173,086	+0.0%
Expenses	$16,198,756	$15,039,212	+0.1%
Net Income	$-900,891	$133,874	-7.7%

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

Volunteers

112486

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

$581,499

Total Directors

$410,142

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR GEORGE BOGGS	CHAIRMAN	2.00	Director	$0	$0	$0
MARY LINDER	REG. COORD. REP	2.00	Director	$0	$0	$0
DR MICHAEL ODU	CHAPTER ADVISOR REPRESENTA	2.00	Director	$0	$0	$0
DR DAN PHELAN	COMMUNITY COLLEGE ADMINIST	2.00	Director	$0	$0	$0
AMANDA KARPINSKI	VICE CHAIRMAN/ALUMNI REP -	2.00	Director	$0	$0	$0
LIAM BLAKEWAY	STUDENT REPRESENTATIVE - P	2.00	Director	$0	$0	$0
KEZIAH ANCHETA	STUDENT REPRESENTATIVE - P	2.00	Director	$0	$0	$0
DAYRIANA SANDERS	STUDENT REPRESENTATIVE - P	2.00	Director	$0	$0	$0
DR LYNN TINCHER-LADNER	PRESIDENT & CEO	32.00	Officer Director	$386,564	$23,578	$410,142
PAIGE CHANDLER	CHIEF FINANCIAL OFFICER	36.00	Officer	$153,192	$18,165	$171,357
MATTHEW MURPHY	DIRECTOR OF INFORMATION TECHNOLOGY	40.00	Highest	$112,352	$15,309	$127,661
PATRICK MCDANIEL	SOFTWARE ENGINEER	40.00	Highest	$112,808	$11,972	$124,780
HEATHER YUSH	SENIOR DIRECTOR OF COLLEGE RELATIONS	40.00	Highest	$113,725	$12,041	$125,766
REBECCA WARREN	CHIEF EXPERIENCE OFFICER	40.00	Highest	$126,209	$16,067	$142,276
MONICA MARLOWE	FOUNDATION EXECUTIVE DIRECTOR	0.00	Highest	$174,122	$19,390	$193,512

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	No data	No data	No data	No data
2023	$15,297,865	$16,198,756	$29,414,854	$-900,891
2022	$15,173,086	$15,039,212	$29,754,950	$133,874
2021	$16,557,458	$11,808,378	$30,434,221	$4,749,080
2020	$14,563,691	$10,005,374	$25,142,565	$4,558,317
2019	$15,379,487	$12,478,438	$20,440,736	$2,901,049
2018	$13,684,934	$12,490,931	$16,847,838	$1,194,003

PHI THETA KAPPA