NATIONAL SORORITY OF PHI DELTA KAPPA INC (EIN 912131137) - 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

1923

Legal Domicile

Principal Officer

PATSY O SQUIRE

Phone

5163302827

Tax Period

2023-07-01 to 2024-06-30

NATIONAL SORORITY OF PHI DELTA KAPPA INC, founded in 1923, is a small nonprofit that reported $448K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

TO STIMULATE PROFESSIONAL GROWTH AMONG TEACHERS, TO PROMOTE THE HIGHEST TEACHING IDEALS, AND TO ENCOURAGE THE DEVELOPMENT OF THE POTENTIAL OF OUR YOUTH.

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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 $64,390

Program Service Revenue $325,404

Investment Income $0

Other Revenue $57,812

TOTAL REVENUE $447,606

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $440,130

Other Expenses $490,015

TOTAL EXPENSES $490,015

Year-over-Year Comparison

	2023	2022	Change
Revenue	$447,606	$397,409	+0.1%
Expenses	$490,015	$373,721	+0.3%
Net Income	$-42,409	$23,688	-2.8%

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
PATSY SQUIRE	REGIONAL DIRECTOR	6.00	Director	$0	$0	$0
MONICA LEWIS	RECORDING SECRETARY	3.00	Officer	$0	$0	$0
KELLY BRYANT	CORRESPONDING SECRETARY	3.00	Officer	$0	$0	$0
TIFFANY LADSON-LANG	MEMBER AT LARGE	2.00	Officer	$0	$0	$0
VERONICA SAWYER-BOYD	TREASURER	4.00	Officer	$0	$0	$0
DR CAROLYN GIBSON	FINANCIAL SECRETARY	4.00	Officer	$0	$0	$0
DR PRINCESS TOWE	PARLIAMENTARIAN	2.00	Officer	$0	$0	$0
NOREEN LITTLE	EXECUTIVE ADVISER	3.00	Officer	$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	$447,606	$490,015	No data	$-42,409
2023	$397,409	$373,721	No data	$23,688
2022	$349,636	$462,200	$154,572	$-112,564
2020	$249,609	$112,747	$261,607	$136,862
2019	$236,682	$211,611	$127,178	$25,071

NATIONAL SORORITY OF PHI DELTA KAPPA INC