THE HONOR SOCIETY OF PHI KAPPA PHI (EIN 951856406) - 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

1972

Legal Domicile

Principal Officer

BRADLEY R NEWCOMER

Phone

2253884917

Tax Period

2024-07-01 to 2025-06-30

THE HONOR SOCIETY OF PHI KAPPA PHI, founded in 1972, is a community nonprofit in the Education sector that reported $6.5M in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $6.3M left a modest 4% surplus.

Mission

THE HONOR SOCIETY OF PHI KAPPA PHI IS A COMMUNITY THAT CELEBRATES AND ADVANCES THE LOVE OF LEARNING.

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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 $2,774,033

Program Service Revenue $36,504

Investment Income $3,577,158

Other Revenue $107,683

TOTAL REVENUE $6,495,378

Expense Breakdown

Grants Paid $1,201,375

Salaries & Benefits $2,497,461

Fundraising Expenses $456,364

Program Expenses $3,518,268

Other Expenses $2,556,223

TOTAL EXPENSES $6,255,059

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,495,378	$5,143,582	+0.3%
Expenses	$6,255,059	$5,592,886	+0.1%
Net Income	$240,319	$-449,304	-1.5%

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

$775,665

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTIA MIGLIORE PHD	DIRECTOR	1.00	Director	$0	$0	$0
PHILIP PHILLIPS PHD	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
RON TULLEY PHD	DIRECTOR	1.00	Director	$0	$0	$0
LORA BECKER PHD	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
SHARHONDA RUSH MBA	PRESIDENT	1.00	Officer Director	$0	$0	$0
ALISON GREGORY	DIRECTOR	1.00	Director	$0	$0	$0
KRISTINE KOHLS	DIRECTOR	1.00	Director	$0	$0	$0
RONALD SHAKLEE PHD	DIRECTOR	1.00	Director	$0	$0	$0
DEBORA WENGER PHD	DIRECTOR	1.00	Director	$0	$0	$0
TAYLOR RUIZ	DIRECTOR	1.00	Director	$0	$0	$0
MEAGHAN CARON	DIRECTOR	1.00	Director	$0	$0	$0
BRADLEY R NEWCOMER PHD MBA	EXECUTIVE DIRECTOR/SECRETARY	46.00	Officer	$264,617	$40,986	$305,603
TRACI NAVARRE	CHIEF OPERATING OFFICER	45.00	Officer	$189,433	$38,793	$228,226
BRAD JEWELL	CHIEF FINANCIAL OFFICER/TREASURER	50.00	Officer	$210,218	$31,618	$241,836
ANITA JOSHI	DIRECTOR OF IT	45.00	Highest	$155,068	$27,549	$182,617
JAMIE PRINCE EDD	DIRECTOR OF CHAPTER DEVELOPMENT	37.50	Highest	$106,418	$18,802	$125,220

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	$6,495,378	$6,255,059	$77,820,000	$240,319
2024	$5,143,582	$5,592,886	$72,745,285	$-449,304
2023	$3,308,095	$6,017,552	$67,755,335	$-2,709,457
2022	$6,309,664	$5,331,750	$65,517,375	$977,914
2021	$46,742,471	$4,049,190	$77,131,000	$42,693,281
2020	$3,964,595	$3,727,785	$28,341,506	$236,810
2019	$3,865,041	$4,247,276	$27,543,383	$-382,235

THE HONOR SOCIETY OF PHI KAPPA PHI