Civic Intelligence

Phi Delta Kappa Educational Foundation Inc.

990 • Fiscal year 2023 • EIN 35-1935491

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization ProfileWWW.PDKINTL.ORG
2550 South Clark Street 930AArlington, VA 22202

(800) 766-1156

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2023

Top Officer Pay

100th percentile

$326,690

Higher top officer pay than 100% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $12,504,486 (-100%) from 2022

Net Assets

Down

$0

Down $12,504,486 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $148,052 (-100%) from 2022

Expenses

Up

$12,504,486

Up $12,485,591 (+66079%) from 2022

Net Income

Down

-$12,504,486

Down $12,633,643 (-9782%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2014: $11,653,955Liabilities 2014: $0Net Assets 2014: $11,653,9552014Assets 2015: $11,058,349Liabilities 2015: $15,234Net Assets 2015: $11,043,1152015Assets 2017: $10,790,184Liabilities 2017: $0Net Assets 2017: $10,790,1842017Assets 2018: $9,699,913Liabilities 2018: $707,982Net Assets 2018: $8,991,9312018Assets 2019: $6,743,676Liabilities 2019: $858,647Net Assets 2019: $5,885,0292019Assets 2020: $12,019,735Liabilities 2020: $0Net Assets 2020: $12,019,7352020Assets 2021: $13,360,089Liabilities 2021: $0Net Assets 2021: $13,360,0892021Assets 2022: $12,504,486Liabilities 2022: $0Net Assets 2022: $12,504,4862022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10M-$20MRevenue 2014: $1,025,555Expenses 2014: $961,599Net Income 2014: $63,9562014Revenue 2015: $1,047,988Expenses 2015: $833,900Net Income 2015: $214,0882015Revenue 2017: $1,005,506Expenses 2017: $400,198Net Income 2017: $605,3082017Revenue 2018: $810,417Expenses 2018: $2,571,702Net Income 2018: -$1,761,2852018Revenue 2019: $466,459Expenses 2019: $3,523,594Net Income 2019: -$3,057,1352019Revenue 2020: $296,774Expenses 2020: $64,900Net Income 2020: $231,8742020Revenue 2021: $162,157Expenses 2021: $20,160Net Income 2021: $141,9972021Revenue 2022: $148,052Expenses 2022: $18,895Net Income 2022: $129,1572022Revenue 2023: $0Expenses 2023: $12,504,486Net Income 2023: -$12,504,4862023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2023

Revenue$0
Expenses$12,504,486
Net Income-$12,504,486
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$0
Mission and Program Overview

Mission

To support, encourage, and finance public education related activities, be the agency for the receipt of charitable income and administer these funds for pdk international.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,510,527--
Savings and Temporary Cash Investments$53,203--
Total Assets$12,504,486$0▼ $12,504,486
Other Assets Total$7,940,756$0▼ $7,940,756
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,270,242$0▼ $7,270,242
Net Assets With Donor Restrictions$5,234,244$0▼ $5,234,244
Total Net Assets Fund Balance$12,504,486$0▼ $12,504,486
Total Liabilities and Net Assets / Fund Balance$12,504,486$0▼ $12,504,486

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$4,356,228--$4,356,228-
2022$5,432,939$40,100▼ $903,836$194,080$4,356,228
2021$5,262,163$110,582▲ $530,354$450,000$5,432,939
2020$4,260,068$475▲ $1,060,705$50,000$5,262,163
2019$4,043,863$27,239▲ $246,467-$4,260,068
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Muaz AhmedDirector of FinancePT$146,153$146,153

Board Members and Trustees

NameTitle
Curtis Cain Chair UntilSept. 2023, Then Past Chair
Angela Walmsley Vice ChairUntil Sept., Then Chair
Doug ChristensenBoard Member
Melissa NixonBoard Member as of Oct. 2023
Albert ChenCOO
James Lane CEO and BoardSecretary as of July 2023
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-12,504,486
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,504,486
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates-$12,504,486-$12,504,486
Total Functional Expenses$0$12,504,486$0$12,504,486
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

“The foundation updated its bylaws in october of 2023. Significant changes include: --intent is to be a caretaker board, so composition of board reduced to only three (3) members; --removed the board of governors discretion on investments; --authorized ceo to move any funds received to pdk international for management, unless the donation is in excess of $5million; --term of office changed from three (3) years to two (2) years; --members can participate in the annual meeting, held either virtually or by conference call; --notice given two days in advance for all special meetings.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared by an independent accounting firm and reviewed by the director of finance and the ceo.”

Form 990, Part VI, Section C, Line 19

“The organization's govening documents, conflict of interest policy and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Phi Delta Kappa Educational
EIN
35-1935491
Phone
8007661156
Address
2550 SOUTH CLARK STREET 930A, ARLINGTON, VA 22202

Signing Officer

Name
James Lane
Title
CEO
Phone
8007661156
Signed
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Lane
Formed
1994
Legal Domicile
Va
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Jm&m
Address
10500 LITTLE PATUXENT PARKWAY SUITE, 770, COLUMBIA, MD 21044
Preparer
Tina Peacher
Phone
4108840220
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The purpose of the endowment fund was primarily to provide scholarships to students who intend to pursue degrees in education. The endowment was transfered to related entity phi delta kappa inc. During 2023.”

PART X, LINE 2:

“The organization believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the consolidated financials statements or that would have an effect on its tax-exempt status. There are no unrecognized tax benefits or liabilities that need to be recorded.”

Raw XML AppendixShowing 400 of 458 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2UNTIL SEPT., THEN CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR OF FINANCE
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PURPOSE OF THE ENDOWMENT FUND WAS PRIMARILY TO PROVIDE SCHOLARSHIPS TO STUDENTS WHO INTEND TO PURSUE DEGREES IN EDUCATION. THE ENDOWMENT WAS TRANSFERED TO RELATED ENTITY PHI DELTA KAPPA INC. DURING 2023.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIALS STATEMENTS OR THAT WOULD HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. THERE ARE NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT NEED TO BE RECORDED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt013314
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0260039
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1151008
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt028314
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt16731
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt025023
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt110535
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ALBERT CHEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JAMES LANE CEO AND BOARD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0COO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1SECRETARY AS OF JULY 2023
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0326690
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1168274
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR AND OTHER OFFICERS IS DETERMINED BY PHI DELTA KAPPA'S BOARD, A RELATED ENTITY, AND COMPENSATION COMMITTEE APPROVAL.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3:
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleN/DirectorOfSuccessor2Ind00
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0INVESTMENTS
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1ACCOUNTS RECEIVABLE
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt0PHI DELTA KAPPA INTERNATIONAL INC
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt1PHI DELTA KAPPA INTERNATIONAL INC
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02023-12-31
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt12023-12-31
IRS990ScheduleN/DispositionOfAssetsDetail/EIN0350975844
IRS990ScheduleN/DispositionOfAssetsDetail/EIN1350975844
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt05300566
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt17940756
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt1501(C)(3)
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0FMV AT DATE OF TRANSFER
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt1COST
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt02550 SOUTH CLARK ST 930A
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt12550 SOUTH CLARK ST 930A
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0ARLINGTON
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm1ARLINGTON
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0VA
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd1VA
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd022202
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd122202
IRS990ScheduleN/EmployeeOfSuccessor2Ind00
IRS990ScheduleN/OwnerOfSuccessor2Ind00
IRS990ScheduleN/ReceiveCompensation2Ind00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION UPDATED ITS BYLAWS IN OCTOBER OF 2023. SIGNIFICANT CHANGES INCLUDE: --INTENT IS TO BE A CARETAKER BOARD, SO COMPOSITION OF BOARD REDUCED TO ONLY THREE (3) MEMBERS; --REMOVED THE BOARD OF GOVERNORS DISCRETION ON INVESTMENTS; --AUTHORIZED CEO TO MOVE ANY FUNDS RECEIVED TO PDK INTERNATIONAL FOR MANAGEMENT, UNLESS THE DONATION IS IN EXCESS OF $5MILLION; --TERM OF OFFICE CHANGED FROM THREE (3) YEARS TO TWO (2) YEARS; --MEMBERS CAN PARTICIPATE IN THE ANNUAL MEETING, HELD EITHER VIRTUALLY OR BY CONFERENCE CALL; --NOTICE GIVEN TWO DAYS IN ADVANCE FOR ALL SPECIAL MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY THE DIRECTOR OF FINANCE AND THE CEO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVENING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PHI DELTA KAPPA INTERNATIONAL INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0350975844
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02550 SOUTH CLARK STREET SUITE 930A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ARLINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd022202
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0PER ASSET TRANSFER AGREEMENT MADE BY AND BETWEEN THE PHI DELTA KAPPA INTERNATIONAL, INC. ("PDK INTERNATIONAL"), A RELATED ORGANIZATION, AND PHI DELTA KAPPA EDUCATIONAL FOUNDATION, INC. ("FOUNDATION"), DATED AND SIGNED APRIL 21, 2023, THE FOUNDATION TRANSFERED ALL OF ITS RIGHTS, TITLE AND INTEREST IN ALL OF ITS ASSETS TO PDK INTERNATIONAL. PER THE AGREEMENT, PDK INTERNATIONAL AGREES TO USE SAID ASSETS TO SUPPORT PDK INTERNATIONAL IN FURTHERANCE OF ITS EDUCATIONAL AND CHARITABLE PURPOSES; TO ADMINISTER AND MAINTAIN THE ENDOWED FUNDS, ABIDING BY ANY KNOWN RESTRICTIONS, TRANSFERRED AS A PART OF THE TRANSFER ASSETS; AND TO OPERATE IN COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY AND MAINTAIN ITS 501(C)(3) STATUS WITH THE U.S. INTERNAL REVENUE SERVICE.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE R, PART V, SECTION 2:
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt05300566
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt17940756
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0PHI DELTA KAPPA INTERNATIONAL INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1PHI DELTA KAPPA INTERNATIONAL INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0R
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1R
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/StatesWhereCopyOfReturnIsFldCd1VA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt012504486
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt012504486
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012504486
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt012504486
IRS990/TotalGrossUBIAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$12,504,486
Net income
-$12,504,486
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$12.5$12.5
2022Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$0.15$0.02$0.13
2021Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$0.16$0.02$0.14
2020Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.30$0.06$0.23
2019Detailed filing. Detailed filing data is available for this year.$6.74$0.86$5.89$0.47$3.52$3.06
2018Detailed filing. Detailed filing data is available for this year.$9.70$0.71$8.99$0.81$2.57$1.76
2017Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$1.01$0.40$0.61
2015Detailed filing. Detailed filing data is available for this year.$11.1$0.02$11.0$1.05$0.83$0.21
2014Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$1.03$0.96$0.06