Nonprofit · EIN 23-2838156
PHI ALPHA THETA HISTORY HONOR SOCIETY INC
Tax-exempt · LUTZ, FL 33549
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $585,208 | $524,755 | $60,453 | $1,118,802 | $196,804 | $921,998 |
| June 30, 2024 | 990 | $503,258 | $482,205 | $21,053 | $1,092,865 | $231,320 | $861,545 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,438
- Program service revenue
- $371,591
- Investment income
- $30,875
- Royalties
- $58,930
- Net gain from sales of assets
- $11,923
- Net income from sales of inventory
- $73,433
- Other revenue
- $181,304
Expenses
- Grants and similar amounts paid
- $15,500
- Compensation of officers, directors and key employees
- $82,932
- Other salaries and wages
- $209,451
- Salaries, compensation and benefits (total)
- $326,759
- Professional fundraising fees
- $0
- Travel
- $4,967
- Depreciation
- $230
- Program services (functional)
- $283,910
- Management and general (functional)
- $240,845
Balance sheet and other
- Total assets, start of year
- $1,092,865
- Total assets, end of year
- $1,118,802
- Total liabilities, end of year
- $196,804
- Net assets, end of year
- $921,998
- Publicly traded securities
- $835,499
- Net assets without donor restrictions
- $914,498
- Net assets with donor restrictions
- $7,500
- Gross receipts
- $652,342
- Employees
- 10
- Year formed
- 1995
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JESSICA M BOURDEAU | CHIEF OPERAT Officer | 40 | $87,622 |
| DEBRA MULLIGAN | ADVISOR BOAR Trustee or director | – | $0 |
| KYRIAKOS NALMPANTIS | VP Trustee or director, Officer | – | $0 |
| HOSOK O | PRESIDENT Trustee or director, Officer | – | $0 |
990 for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JESSICA M BOURDEAU | CHIEF OPERAT Officer | 40 | $86,408 |
| CLAYTON DREES | ADVISORY BOA Trustee or director | – | $0 |
| DEBRA MULLIGAN | PRESIDENT Trustee or director, Officer | – | $0 |
| HOSOK O | VP Trustee or director, Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- 134 WHITAKER ROAD, LUTZ, FL 33549-5749
- In care of
- % UNIVERSITY OF SOUTH FLORIDA
- Principal officer (990 for 2024)
- JESSICA M BOURDEAU, 134 WHITAKER RD STE A, LUTZ, FL 33549
- Signed the 990
- JESSICA M BOURDEAU, CHIEF OPERATIONS OFF
- Phone
- (800) 394-8195
- Website
- WWW.PHIALPHATHETA.ORG
- Return prepared by
- LAPLANT & RAINEY CPA PA
Mission
PROVIDE A FORUM FOR EDUCATIONAL INTERACTION FOR COLLEGE STUDENTS IN THE FIELD OF HISTORY. THE ORGANIZATION PROVIDES FINANCIAL ASSISTANCE TO STUDENTS WHO SUBMIT PAPERS, TRANSCRIPTS AND LETTERS OF RECOMMENDATION. THE ORGANIZATION ALSO PREPARES JOURNALS FOR ITS MEMBERS AND OTHERS TO ENHANCE HISTORICAL EDUCATION AND ACHIEVEMENT.
Program accomplishments
- THE PUBLICATION OF THE "HISTORIAN" JOURNAL AND "THE NEWSLETTER" JOURNAL. THESE PUBLICATIONS DISSEMINATE HISTORICAL INFORMATION. THE ORGANZIATION PROVIDES FINANCIAL ASSISTANCE TO STUDENTS THAT ASSIST IN THE PRODUCTION OF THESE PERIODICALS. APPROXIMATE MEMBERSHIP IS 15,000 TO 20,000. THE ORGANIZATION RECEIVES ROYALTIES FROM PUBLISHERS AND FROM WEBSITES WITH RESPECT TO SALES OF THE "HISTORIAN" JOURNAL TO LIBRARIES AND OTHER NON- MEMBERS.Expenses $268,410
- PROVIDES FINANCIAL ASSISTANCE TO COLLEGE STUDENTS AND RESEARCHERS THAT SUBMIT PAPERS, TRANSCRIPTS AND LETTERS OF RECOMMENDATION. ELIGIBLE RECIPIENTS ARE MEMBERS OF THE ORGANIZATION. ENCOURAGES THE STUDY OF HISTORY BY PROVIDING RECOGNITION TO STUDENTS, GRADUATES AND FACULTY FOR THEIR MEMBERSHIP IN THE ORGANZIATION THROUGH THE SALE OF SMALL ITEMS WITH THE ORGANIZATION'S LOGO TO SHOW MEMBERSHIP IN THE ORGANIZATION AT GRADUATION AND OTHER EVENTS.Expenses $15,500 · grants $15,500
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-2838156
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1996
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $1,118,802
- Income (IRS master file)
- $652,342
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $585,208 | $524,755 | $1,118,802 | XML |
| 990 | June 2024 | $503,258 | $482,205 | $1,092,865 | XML |
| 990 | June 2023 | $552,857 | $532,351 | $1,094,701 | IRS |
| 990 | June 2022 | $419,924 | $621,234 | $1,056,616 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-2838156).
Questions about PHI ALPHA THETA HISTORY HONOR SOCIETY INC
- What is the EIN of PHI ALPHA THETA HISTORY HONOR SOCIETY INC?
- The employer identification number (EIN) of PHI ALPHA THETA HISTORY HONOR SOCIETY INC is 23-2838156.
- Is PHI ALPHA THETA HISTORY HONOR SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to PHI ALPHA THETA HISTORY HONOR SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PHI ALPHA THETA HISTORY HONOR SOCIETY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PHI ALPHA THETA HISTORY HONOR SOCIETY INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHI ALPHA THETA HISTORY HONOR SOCIETY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of PHI ALPHA THETA HISTORY HONOR SOCIETY INC?
- The 990 for the year ended June 30, 2025 names JESSICA M BOURDEAU.
- Who are the officers and directors of PHI ALPHA THETA HISTORY HONOR SOCIETY INC?
- The 990 for the year ended June 30, 2025 lists 4 people; 1 received compensation from the organization, the highest $87,622 (JESSICA M BOURDEAU, CHIEF OPERAT).
- How much revenue does PHI ALPHA THETA HISTORY HONOR SOCIETY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $585,208, expenses of $524,755 and total assets of $1,118,802 at year end.
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