Nonprofit · EIN 23-7339609
PHI BETA KAPPA SOCIETY
Also known as HOUSTON TX ASSOCIATION
Tax-exempt · HOUSTON, TX 77265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $552,012 | $462,053 | $89,959 | $3,866,287 | $20,000 | $3,846,287 |
| June 30, 2024 | 990 | $542,883 | $403,348 | $139,535 | $3,766,329 | $10,000 | $3,756,329 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $218,159
- Membership dues
- $21,150
- Program service revenue
- $0
- Investment income
- $333,853
- Net gain from sales of assets
- $225,819
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $319,131
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $16,000
- Program services (functional)
- $403,712
- Management and general (functional)
- $58,341
Balance sheet and other
- Total assets, start of year
- $3,766,329
- Total assets, end of year
- $3,866,287
- Total liabilities, end of year
- $20,000
- Net assets, end of year
- $3,846,287
- Publicly traded securities
- $3,718,387
- Net assets without donor restrictions
- $2,022,863
- Net assets with donor restrictions
- $1,823,424
- Gross unrelated business income
- $333,853
- Gross receipts
- $1,819,221
- Employees
- 0
- Volunteers
- 20
- Year formed
- 1973
- State of legal domicile
- TX
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 |
|---|---|---|---|
| WILLIAM MONROE PHD | PRESIDENT Trustee or director, Officer | 0 | $0 |
| ANDREW DAVIS PHD | VICE PRESIDENT- DEVELOPMENT Trustee or director, Officer | 0 | $0 |
| IVAN KOZAK | VICE PRESIDENT- DEVELOPMENT Trustee or director, Officer | 0 | $0 |
| JOHN SHADDIX | VICE PRESIDENT- DEVELOPMENT Trustee or director, Officer | 0 | $0 |
| MARTIN J SIEGEL JD | VICE PRESIDENT-SCHOLARSHIP Trustee or director, Officer | 0 | $0 |
| DAVID LIAKOS PHD | CO VP OF SCHOLARSHIPS Trustee or director, Officer | 0 | $0 |
| SARAH MALASKE | CO VP OF SCHOLARSHIPS Trustee or director, Officer | 0 | $0 |
| DANIEL M MCCLURE | VICE PRESIDENT- FINANCE Trustee or director, Officer | 0 | $0 |
| DAVID KAROHL | TREASURER Trustee or director, Officer | 0 | $0 |
| MARK R YZAGUIRRE JD | SECRETARY Trustee or director, Officer | 0 | $0 |
| ALAN J ALEXANDER | DIRECTOR Trustee or director | 0 | $0 |
| JAMES D MARSHALL JD | DIRECTOR Trustee or director | 0 | $0 |
| KERI MYRICK PHD | DIRECTOR Trustee or director | 0 | $0 |
| JENNIFER SHADE WILSON PHD | DIRECTOR Trustee or director | 0 | $0 |
| MADISON PARSONAGE | DIRECTOR Trustee or director | 0 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM MONROE PHD | PRESIDENT Trustee or director, Officer | 0 | $0 |
| ANDREW DAVIS PHD | VICE PRESIDENT-DEVELOPMENT Trustee or director, Officer | 0 | $0 |
| JAMES D MARSHALL JD | DIRECTOR Trustee or director | 0 | $0 |
| DANIEL M MCCLURE | VICE PRESIDENT-FINANCE Trustee or director, Officer | 0 | $0 |
| MARK R YZAGUIRRE JD | SECRETARY Trustee or director, Officer | 0 | $0 |
| IVAN KOZAK | VICE PRESIDENT-DEVELOPMENT Trustee or director, Officer | 0 | $0 |
| ALAN J ALEXANDER | TREASURER Trustee or director, Officer | 0 | $0 |
| MARTIN J SIEGEL JD | DIRECTOR Trustee or director, Officer | 0 | $0 |
| JENNIFER SHADE WILSON PHD | VICE PRESIDENT-SCHOLARSHIP Trustee or director, Officer | 0 | $0 |
| JOHN SHADDIX | VICE PRESIDENT-DEVELOPMENT Trustee or director, Officer | 0 | $0 |
| DAVID A KAROHL | VICE PRESIDENT-FINANCE Trustee or director, Officer | 0 | $0 |
| HANNAH CORDRAY | VICE PRESIDENT-COMMUNITY ENGAG Trustee or director, Officer | 0 | $0 |
| DAVID LIAKOS PHD | DIRECTOR Trustee or director | 0 | $0 |
| MADISON PARSONAGE | DIRECTOR Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 25283, HOUSTON, TX 77265-5283
- In care of
- % HOUSTON ASSN--PBK SOCIETY
- Mailing address (990-N for 2013)
- 1606 New Hampshire Ave NW, Washington DC 20009
- Principal officer (990 for 2024)
- WILLIAM MONROE PHD, 5441 HUCKLEBERRY LANE, HOUSTON, TX 77056
- Principal officer (990-N for 2013)
- Houston Assn-Phi Beta Kappa Society, 1606 New Hampshire Ave NW, Washington DC 20009
- Signed the 990
- WILLIAM MONROE PHD, PRESIDENT
- Phone
- (713) 524-9811
- Return prepared by
- VIEBIG MCCOMMON & ASSOCIATES PC CPA'S
Mission
SEE SCHEDULE O
Program accomplishments
- TO ACHIEIVE THE OBJECTIVE OF THE ORGANIZATION, COLLEGE SCHOLARSHIPS FOR HIGH SCHOOL SENIORS IN THE HOUSTON AREA ARE AWARDED. SCHOLARSHIP PAYMENTS ARE MADE DIRECTLY TO THE COLLEGE WHICH EACH AWARDEE IS ATTENDING TO BE APPLIED TO TUITION. IN RARE CASES IN WHICH A STUDENT WOULD NOT BENEFIT FROM PAYMENTS MADE TO A COLLEGE OR UNIVERSITY, A SCHOLARSHIP PAYMENT MAY BE MADE DIRECTLY TO THE SCHOLARSHIP RECIPIENT WITH EVIDENCE THAT THE STUDENT HAS INCURRED EXPENSES FOR EDUCATIONAL PURPOSES (TUITION, FEES, RENT, FOOD, LODGING, TRAVEL, COMPUTING EQUIPMENT, BOOKS, PARKING PERMITS, STUDY ABROAD, INTERNET SERVICE, COMMUTING EXPENSES, ETC.) EQUAL TO THE VALUE OF THE SCHOLARSHIP. SEE RECIPIENTS LIST (EXHIBIT A).Expenses $319,131 · grants $319,131 · revenue $196,619
- EXPENSES RELATED TO THE ADMINISTRATION OF AWARDING SCHOLARSHIPS, INCLUDING THE COST OF THE AWARDS BANQUET.Expenses $84,581
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
- 23-7339609
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Exempt since
- 1951
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Group exemption
- 1130: PHI BETA KAPPA SOCIETY
- Assets (IRS master file)
- $3,866,287
- Income (IRS master file)
- $1,819,221
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $301,685 | $357,910 | $3,621,794 | IRS |
| 990 | June 2022 | $450,463 | $379,383 | $3,961,018 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-N for 2013 Officer: Houston Assn-Phi Beta Kappa Society | June 30, 2014 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about PHI BETA KAPPA SOCIETY
- What is the EIN of PHI BETA KAPPA SOCIETY?
- The employer identification number (EIN) of PHI BETA KAPPA SOCIETY is 23-7339609.
- Is PHI BETA KAPPA SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1951.
- Which annual return does PHI BETA KAPPA SOCIETY 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 BETA KAPPA SOCIETY 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 BETA KAPPA SOCIETY 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 BETA KAPPA SOCIETY?
- The 990 for the year ended June 30, 2025 names WILLIAM MONROE PHD.
- Who are the officers and directors of PHI BETA KAPPA SOCIETY?
- The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does PHI BETA KAPPA SOCIETY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $552,012, expenses of $462,053 and total assets of $3,866,287 at year end.
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