Nonprofit · EIN 54-6073834
PHI BETA KAPPA SOCIETY
Also known as ALPHA OF VIRGINIA, PBK-College of William and Mary
Tax-exempt · WILLIAMSBURG, VA 23187
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $232,127 | $37,092 | $195,035 | $1,820,312 | $0 | $1,820,312 |
| March 31, 2024 | 990 | $299,609 | $52,727 | $246,882 | $1,744,926 | $0 | $1,744,926 |
| March 31, 2023 | 990 | $138,454 | $256,885 | -$118,431 | $1,498,044 | $0 | $1,498,044 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $7,720
- Membership dues
- $4,270
- Program service revenue
- $0
- Investment income
- $224,407
- Net gain from sales of assets
- $23,546
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $5,350
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,467
- Program services (functional)
- $30,465
- Management and general (functional)
- $6,627
Balance sheet and other
- Total assets, start of year
- $1,744,926
- Total assets, end of year
- $1,820,312
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,820,312
- Publicly traded securities
- $1,752,121
- Gross receipts
- $252,574
- Employees
- 0
- Volunteers
- 7
- Year formed
- 1776
- State of legal domicile
- VA
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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Brian Blount | President Officer | 0 | $0 |
| Georgia Irby | Historian Officer | 0 | $0 |
| Christopher J Abelt | Rec. Secy Officer | 0 | $0 |
| Peter McHenry | Treasurer Officer | 0 | $0 |
| Scott Ickes | Marshal Officer | 0 | $0 |
| Jonathan Scheerer | Vice President Officer | 0 | $0 |
| Suzanne C Hagedorn | Secretary Officer | 0 | $0 |
990 for the year ended March 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Brian Blount | President Officer | 0 | $0 |
| Georgia Irby | Historian Officer | 0 | $0 |
| Christopher J Abelt | Rec. Secy Officer | 0 | $0 |
| Peter McHenry | Treasurer Officer | 0 | $0 |
| Matthew Allar | Vice President Officer | 0 | $0 |
| Jonathan Scheerer | Marshal Officer | 0 | $0 |
| Suzanne C Hagedorn | Secretary Officer | 0 | $0 |
990 for the year ended March 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Linda Greenhouse | President Officer | 0 | $0 |
| Georgia Irby | Vice President Officer | 0 | $0 |
| Christopher J Abelt | Rec. Secy Officer | 0 | $0 |
| Peter McHenry | Treasurer Officer | 0 | $0 |
| Matthew Allar | Historian Officer | 0 | $0 |
| Jonathan Scheerer | Marshal Officer | 0 | $0 |
| Suzanne C Hagedorn | Secretary Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 8795, WILLIAMSBURG, VA 23187-8795
- In care of
- % PROFESSOR CHRISTOPHER J ABELT
- Mailing address (990-N for 2011)
- 1606 New Hampshire Ave NW, Washington DC 20009
- Principal officer (990-N for 2011)
- Phi Beta Kappa Society, 1606 New Hampshire Ave NW, Washington DC 20009
- Signed the 990
- Peter McHenry, Treasurer
- Phone
- (757) 221-2381
- Return prepared by
- Watson Mowry PC
Mission
Promote Scholastic Achievement
Program accomplishments
- Annual dues paid to PBK; parent organization.Expenses $15,801
- Initiation expense-PBK keys; dinner-expense partially paid by member assessments; balance paid from investment income derived from specific funding for stated purpose.Expenses $9,314
- Non-discriminatory Student Scholarships paid from restricted funds, as stipulated.Expenses $3,350
- Non-discriminatory Faculty Awards paid from restricted funds, as stipulated.Expenses $2,000
- Non-discriminatory visiting scholar award.
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 54-6073834
- 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
- March
- Files
- Form 990 or 990-EZ
- Group exemption
- 1130: PHI BETA KAPPA SOCIETY
- Assets (IRS master file)
- $1,820,312
- Income (IRS master file)
- $252,574
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $232,127 | $37,092 | $1,820,312 | XML |
| 990 | March 2024 | $299,609 | $52,727 | $1,744,926 | XML |
| 990 | March 2023 | $138,454 | $256,885 | $1,498,044 | XML |
| 990 | March 2022 | $136,736 | $41,245 | $1,616,475 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 2018 | – | – | – | IRS |
| 990-N for 2011 Officer: Phi Beta Kappa Society | March 31, 2012 | ≤ $50,000 receipts | – | – | e-Postcard |
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 54-6073834).
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 54-6073834.
- 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 March 31, 2026) is due August 17, 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 March 2025.
- Who is the principal officer of PHI BETA KAPPA SOCIETY?
- The 990-N for 2011 names Phi Beta Kappa Society.
- Who are the officers and directors of PHI BETA KAPPA SOCIETY?
- The 990 for the year ended March 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does PHI BETA KAPPA SOCIETY have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $232,127, expenses of $37,092 and total assets of $1,820,312 at year end.
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