Phi Delta Kappa International Inc

Nonprofit profile at a glance

EIN
350975844
IRS 990 coverage
2009–2024
Forms available
Form 990 2024, Form 990-T 2024, Form 990-N 2012
Location
Arlington, VA, USA
Phone
8007661156
Rating
68
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Philanthropy, Charity, Voluntarism Promotion

Official website

Reported finances

Revenue
$6,318,521
Expenses
$5,941,360
Assets
$6,895,738
Liabilities
$2,283,233

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

18 people listed

Executive titles in this filing

  • JAMES LANE (CEO AND BOARD SECRETARY)

Highest reported compensation

  • JAMES LANE (CEO AND BOARD SECRETARY): $424,249 total reported compensation
  • ALBERT CHEN (COO): $333,646 total reported compensation
  • LISA ROLLINS NATIONAL DIR (OF OUTREACH AND PARTNERSHIPS): $191,454 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To grow and connect leaders in education.

What it reported doing in 2024

Member services and programs: the phi delta kappa (pdk) association was established in 1906 to support teachers and school leaders by strengthening their interest in the profession. Now one of seven divisions that make up pdk international, pdk association membership serves to support education professionals from classrooms to administration and beyond. Pdk association membership is for those educators who are invested in digging deeper into the most pressing issues facing educators today and navigating the intersection between research and practice. Pdk association membership is for any educator who wants to learn about the most cutting-edge research in education, grow their skill set, influence the national conversation on education, and support the next generation of future educators. Pdk offers a variety of membership options to assist in career growth and development by connecting members to the latest education research. The various memberships include professional, graduate student, senior, digital and lifetime memberships.

Operating model

Revenue model
Earned-program. 61% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 97% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 58
  • Transparency & Controls: 75
  • Accountability: 82
  • Sustainability: 42
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 58.7%; rating input score 59
  • Program expense ratio: 65.7%; rating input score 66
  • Fundraising efficiency: $6.69 raised per $1 spent on fundraising; rating input score 25; 25th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 91.7%; rating input score 92; 22nd percentile among comparable filings
  • Governance controls: 6 of 9 controls in place; rating input score 67
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 6%; rating input score 53; 53rd percentile among comparable filings
  • Total-asset coverage ratio: 1.16; rating input score 42; 42nd percentile among comparable filings
  • Liabilities to assets ratio: 0.33; rating input score 32; 32nd percentile among comparable filings
  • Officer compensation ratio: 21.8%; rating input score 11; 11th percentile among comparable filings

Growth

  • Program expense growth: 0.4% per year; rating input score 100; 15th percentile among comparable filings
  • Revenue growth: 1% per year; rating input score 100; 16th percentile among comparable filings
  • Asset growth: -4.4% per year; rating input score 0; 4th percentile among comparable filings

Details

  • Where the money goes: 58.7% of revenue deployed · 65.7% of spending went to programs
  • Governance: 11 of 12 board members independent · 6 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $3.9M in reported program spending
  • Leadership: top reported pay $424K · 18 people listed · 1 of 6 pay-setting controls reported
  • Highest-paid contractors: 3 contractors listed · $500K reported
  • Consistency: 34 of 34 current checks pass
  • Schedules: 7 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 14 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 7 filed money-flow records
  • Related organizations: 2 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Mission deployment rate scored 59/100.
  • High — Financial Efficiency: Fundraising efficiency scored 25/100.
  • Review — Accountability: Governance controls: 3 of 9 not reported.
  • Review — Sustainability: Operating margin scored 53/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 42/100.
  • High — Sustainability: Officer compensation ratio scored 11/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 32/100.