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Nonprofiteer
← PHI DELTA KAPPA INTERNATIONAL INC

Form 990 for tax year 2024

Filed by PHI DELTA KAPPA INTERNATIONAL INC.

Totals

Total revenue
$6,318,521
Total expenses
$5,941,360
Contributions and grants received
$1,913,060
Grants paid
$135,966
Program service revenue
$3,859,993
Investment income
$388,397
Other revenue
$157,071
Total assets, end of year
$6,895,738
Total liabilities, end of year
$2,283,233
Net assets or fund balances, end of year
$4,612,505
Program services expenses (Part IX)
$3,903,341
Management and general expenses
$1,751,888
Fundraising expenses
$286,131
Program service expenses (Part III)
$3,903,341

Program services were 65.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $463,542

  • 1f · All other contributions, gifts and grants

    $1,449,518

  • 2a · Program service revenue: PROGRAM FEES

    total $2,416,996 · related or exempt $2,416,996

  • 2b · Program service revenue: CONFERENCE REGISTRATIO

    total $1,271,597 · related or exempt $1,271,597

  • 2c · Program service revenue: PUBLICATION ADS

    total $95,072 · unrelated business $95,072

  • 2d · Program service revenue: CONSULTING SERVICES

    total $76,328 · related or exempt $76,328

  • 3 · Investment income

    total $388,397 · excluded $388,397

  • 5 · Royalties

    total $153,476 · excluded $153,476

  • 10a · Gross sales of inventory

    $95,896

  • 10b · Cost of goods sold

    $92,301

  • 10c · Net income from sales of inventory

    total $3,595 · related or exempt $3,595

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $15,428 · program services $15,428

  • 2 · Grants to domestic individuals

    total $120,538 · program services $120,538

  • 5 · Compensation of officers, directors and key employees

    total $799,688 · program services $465,634 · management and general $276,769 · fundraising $57,285

  • 7 · Other salaries and wages

    total $1,627,242 · program services $950,673 · management and general $560,906 · fundraising $115,663

  • 8 · Pension plan contributions

    total $143,533 · program services $83,855 · management and general $49,476 · fundraising $10,202

  • 9 · Other employee benefits

    total $535,408 · program services $301,763 · management and general $192,457 · fundraising $41,188

  • 10 · Payroll taxes

    total $156,015 · program services $106,297 · management and general $36,650 · fundraising $13,068

  • 11b · Fees: legal

    total $55,923 · management and general $55,923

  • 11c · Fees: accounting

    total $21,000 · management and general $21,000

  • 11g · Fees: other

    total $819,019 · program services $519,133 · management and general $267,369 · fundraising $32,517

  • 12 · Advertising and promotion

    total $14,218 · management and general $14,218

  • 13 · Office expenses

    total $202,302 · program services $170,542 · management and general $30,694 · fundraising $1,066

  • 14 · Information technology

    total $220,938 · program services $140,494 · management and general $77,585 · fundraising $2,859

  • 16 · Occupancy

    total $7,706 · program services $4,502 · management and general $2,656 · fundraising $548

  • 17 · Travel

    total $220,342 · program services $105,389 · management and general $111,295 · fundraising $3,658

  • 19 · Conferences, conventions and meetings

    total $861,046 · program services $848,863 · management and general $12,183

  • 22 · Depreciation, depletion and amortization

    total $72,825 · program services $42,546 · management and general $25,103 · fundraising $5,176

  • 23 · Insurance

    total $30,772 · program services $17,978 · management and general $10,607 · fundraising $2,187

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $16,379 · program services $9,706 · management and general $5,959 · fundraising $714

  • 24b · Other expenses: OTHER TAXES

    total $1,038 · management and general $1,038

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $462,792 · end of year $232,412

  • 2 · Savings and temporary cash investments

    beginning of year $66,869 · end of year $0

  • 4 · Accounts receivable

    beginning of year $196,467 · end of year $705,241

  • 8 · Inventories for sale or use

    beginning of year $83,750 · end of year $56,418

  • 9 · Prepaid expenses and deferred charges

    beginning of year $71,743 · end of year $127,908

  • 10a · Land, buildings and equipment: cost or other basis

    $852,330

  • 10b · Land, buildings and equipment: accumulated depreciation

    $782,591

  • 10c · Land, buildings and equipment, net

    beginning of year $141,452 · end of year $69,739

  • 11 · Investments: publicly traded securities

    beginning of year $5,244,655 · end of year $5,704,020

  • 15 · Other assets

    beginning of year $1,111 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $611,558 · end of year $569,709

  • 19 · Deferred revenue

    beginning of year $1,568,769 · end of year $1,713,524

  • 27 · Net assets without donor restrictions

    beginning of year -$1,268,094 · end of year -$774,578

  • 28 · Net assets with donor restrictions

    beginning of year $5,356,606 · end of year $5,387,083

Mission and programs · 2024

Mission

TO GROW AND CONNECT LEADERS IN EDUCATION.

Activities or mission (Part I)

PDK IS A PROFESSIONAL NETWORK FOR EDUCATORS WHO SHARE A COMMON INTEREST IN RESEARCH, SERVICE AND LEARNING WITH A FOCUS ON IMPROVEMENT OF PUBLIC EDUCATION.

  • 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.

    Expenses $1,393,226 · Revenue $2,416,996

  • CONFERENCE:EACH YEAR, EDUCATORS RISING HOSTS A NATIONAL CONFERENCE TO CONVENE OURNETWORK OF RISING EDUCATORS AND TEACHER LEADERS. IT'S A UNIQUEOPPORTUNITY FOR STUDENTS AND THEIR TEACHER LEADERS TO:- CONNECT AND LEARN FROM EACH OTHER THROUGH MORE THAN 40 BREAKOUTSESSIONS;- NETWORK WITH OTHER MEMBERS FROM ACROSS THE COUNTRY;- COMPETE FOR NATIONAL TITLES IN COMPETITIVE EVENTS DESIGNED TO ALLOWSTUDENTS TO DEVELOP AND SHOWCASE THEIR TEACHING SKILLS; AND- BE INSPIRED BY KEYNOTE PRESENTATIONS FROM NATIONAL EDUCATION LEADERS.

    Expenses $918,912 · Revenue $1,271,597

  • OTHER PROGRAMS:EDUCATORS RISING IS A PREMIER NATIONWIDE GROW YOUR OWN TEACHER CAREERAND TECHNICAL EDUCATION (CTE) PROGRAM THAT INSPIRES HIGH SCHOOLSTUDENTS TO PURSUE EDUCATION AS A CAREER AND PROVIDE A CLEAR PATHWAY TOINCREASE TEACHER DIVERSITY AND TEACHER QUALITY. AS A CAREER ANDTECHNICAL STUDENT ORGANIZATION (CTSO), EDUCATORS RISING SUPPORTS OUR51% DIVERSE STUDENTS THROUGH CHAPTERS THAT FACILITATE SUPPORT ANDNETWORKING, OUR ACADEMY CURRICULUM AND BEGINNING TO TEACHMICRO-CREDENTIALS THAT PREPARES STUDENTS FOR THEIR FUTURE PROFESSION,COMPETITIONS TO GIVE STUDENTS A CHANCE TO PROVE THEMSELVES ASPROFESSIONALS, AND CONFERENCES THAT PROVIDE A NATIONAL STAGE IN WHICHTO NETWORK AND BE RECOGNIZED FOR THEIR ACHIEVEMENTS. STUDENTS CAN

    Expenses $763,610 · Grants $135,966 · Revenue $79,923

  • SUBSCRIPTIONS:PUBLISHED SINCE 1915, PHI DELTA KAPPAN IS ONE OF THE NATION'S OLDESTAND MOST WELL-RESPECTED MAGAZINES FOCUSING ON K-12 EDUCATION. ITFEATURES ARTICLES ABOUT EDUCATIONAL RESEARCH, PRACTICE, AND POLICY, ASWELL AS REGULAR COLUMNS ON SCHOOL AND DISTRICT LEADERSHIP, MEDIACOVERAGE OF EDUCATION, LEGAL ISSUES IN THE FIELD, STATE AND FEDERALPOLITICS, AND MORE. PUBLISHED EIGHT TIMES PER YEAR, FROM SEPTEMBERTHROUGH MAY, THE MAGAZINE IS DISTRIBUTED IN PRINT TO MEMBERS OF PHIDELTA KAPPA, WHILE SAGE PUBLICATIONS DISTRIBUTES A DIGITAL VERSION OFKAPPAN TO ROUGHLY 10,000 UNIVERSITY LIBRARIES AROUND THE WORLD. OUR OWNWEB SITE, KAPPANONLINE.ORG, RECEIVES OVER 100,000 UNIQUE VISITORS PERMONTH.

    Expenses $827,593

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • James Lane

    CEO AND BOARD SECRETARY

    Total calculated
    $424,249
    From this org
    $350,275
    From related orgs
    $0
    Other
    $73,974
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $349,775
    Bonus
    $500
    Other
    $0
    Deferred
    $36,080
    Nontaxable benefits
    $37,894
    Filer's total
    $424,249

  • Melissa Nixon

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Katharine Oliver

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Deborah Delisle

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Doug Christensen

    BOARD MEMBER UNTIL JUNE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Kimberly Green

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Judy Bloyer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Andrea Brownlee

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Pat Mikos

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lisa Stooksberry

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Steven Weber

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Rosa Isiah

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Shavonna Holman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Albert Chen

    COO

    Total calculated
    $333,646
    From this org
    $267,902
    From related orgs
    $0
    Other
    $65,744
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $267,402
    Bonus
    $500
    Other
    $0
    Deferred
    $27,842
    Nontaxable benefits
    $37,902
    Filer's total
    $333,646

  • Muaz Ahmed

    DIRECTOR OF FINANCE UNTIL FEBRUARY

    Total calculated
    $35,735
    From this org
    $35,735
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Teresa K Preston

    DIRECTOR OF PUBLICATIONS

    Total calculated
    $177,528
    From this org
    $150,966
    From related orgs
    $0
    Other
    $26,562
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,966
    Bonus
    $0
    Other
    $0
    Deferred
    $13,156
    Nontaxable benefits
    $13,406
    Filer's total
    $177,528

  • Lisa Rollins National Dir

    OF OUTREACH AND PARTNERSHIPS

    Total calculated
    $191,454
    From this org
    $161,564
    From related orgs
    $0
    Other
    $29,890
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,064
    Bonus
    $500
    Other
    $0
    Deferred
    $16,512
    Nontaxable benefits
    $13,378
    Filer's total
    $191,454

  • Justine Hirshfeld

    CREATIVE SERVICES MANAGER

    Total calculated
    $133,034
    From this org
    $109,767
    From related orgs
    $0
    Other
    $23,267
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 7 · Other non-fixed payments

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4A
SEVERANCE PAY WAS PAID OUT TO THE FOLLOWING EMPLOYEES IN 2024: MUAZ AHMED - $14,153 JUSTINE HIRSHFELD - $12,799 TERESA PRESTON - $22,809
PART I, LINE 7
ALL EMPLOYEES RECEIVED A YEAR END BONUS OF $500.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
12 November 2025
IRS schema version
2024v5.2
Source object
202523169349305167

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