Nonprofit · EIN 77-0705326
PHI ALPHA NATIONAL HONOR SOCIETY
Tax-exempt · JOHNSON CITY, TN 37614
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $304,837 | $338,485 | -$33,648 | $475,791 | $9,746 | $466,045 |
| June 30, 2024 | 990 | $266,540 | $394,844 | -$128,304 | $492,168 | $0 | $492,168 |
| June 30, 2023 | 990 | $357,851 | $406,253 | -$48,402 | $610,018 | $0 | $610,018 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $12,000
- Program service revenue
- $226,642
- Investment income
- $5,438
- Net income from sales of inventory
- $60,757
- Other revenue
- $60,757
Expenses
- Grants and similar amounts paid
- $29,771
- Compensation of officers, directors and key employees
- $92,766
- Other salaries and wages
- $25,996
- Salaries, compensation and benefits (total)
- $149,113
- Professional fundraising fees
- $0
- Legal fees
- $10
- Accounting fees
- $14,500
- Occupancy
- $25,240
- Travel
- $33,490
- Program services (functional)
- $248,753
- Management and general (functional)
- $89,732
Balance sheet and other
- Total assets, start of year
- $492,168
- Total assets, end of year
- $475,791
- Total liabilities, end of year
- $9,746
- Net assets, end of year
- $466,045
- Net assets without donor restrictions
- $466,045
- Gross receipts
- $333,937
- Employees
- 0
- Volunteers
- 642
- Year formed
- 1960
- State of legal domicile
- TN
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 | From related orgs |
|---|---|---|---|---|
| DR PAUL BAGGETT | EXECUTIVE DI Officer | 1 | $48,000 | $46,085 |
| TAMMY HAMILTON | SECRETARY Officer | 1 | $0 | $40,355 |
| DR MARY DALY | VICE-PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| DR JODI HELBERT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR SUH CHEN HSIAO | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DR ADDIE MCCAFFERTY | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| DR ROBIN WALTERS-POWELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR MARYA WRIGHT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAME MAAS-BRADY | ASSOCIATE DI Officer | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| DR PAUL BAGGETT | EXECUTIVE DI Officer | 1 | $48,000 | $87,665 |
| DR DONNA CHERRY | CHIEF OPER. Officer | 1 | $22,000 | $84,411 |
| TAMMY HAMILTON | SECRETARY Officer | 1 | $0 | $36,900 |
| DR MIKE BERGHOEF | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SUSAN BOWDEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR MARY DALY | VICE-PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| DR JAY GABBARD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SUH CHEN HSIAO | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MARIAN MAHAFFEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR ADDIE MCCAFFERTY | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| DR ROBIN WALTERS-POWELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JANE MAAS-BRADY | ASSOCIATE DI Officer | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| DR PAUL BAGGETT | EXECUTIVE DI Officer | 1 | $48,000 | $84,196 |
| DR DONNA CHERRY | CHIEF OPER. Officer | 1 | $24,000 | $80,332 |
| TAMMY HAMILTON | SECRETARY/TR Trustee or director, Officer | 1 | $0 | $34,559 |
| DR MIKE BERGHOEF | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SUSAN BOWDEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR MARY DALY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR JAY GABBARD | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| SUH CHEN HSIAO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARIAN MAHAFFEY | VICE-PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| DR ADDIE MCCAFFERTY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR ROBIN WALTERS-POWELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JANE MAAS-BRADY | ASSOCIATE DI Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- ETSU-BOX 70645, JOHNSON CITY, TN 37614-0000
- In care of
- % TAMMY G HAMILTON
- Principal officer (990 for 2024)
- DR PAUL BAGGETT, ETSU-BOX 70679, JOHNSON CITY, TN 37614
- Signed the 990
- DR PAUL BAGGETT, EXECUTIVE DIRECTOR
- Phone
- (423) 439-7467
- Website
- WWW.PHIALPHA.ORG
- Return prepared by
- LEWIS & ASSOCIATES PC CPAS
Mission
THE PURPOSES OF PHI ALPHA HONOR SOCIETY ARE TO PROVIDE A CLOSER BOND AMONG STUDENTS OF SOCIAL WORK AND PROMOTE HUMANITARIAN GOALS AND IDEALS. PHI ALPHA FOSTERS HIGH STANDARDS OF EDUCATION FOR SOCIAL WORKERS AND INVITES INTO MEMBERSHIP THOSE WHO HAVE ATTAINED EXCELLENCE IN SCHOLARSHIP AND ACHIEVEMENT IN SOCIAL WORK.
Program accomplishments
- (1) CHAPTER SERVICE AWARDS - RECOGNIZES OUTSTANDING SERVICE CONDUCTED BY CHAPTERS. FOUR 500.00 AWARDS ARE PRESENTED PER YEAR. (2) ADVISOR OF THE YEAR - RECOGNIZES OUTSTANDING SERVICE TO CHAPTERS. ADVISORS ARE NOMINATED BY THEIR STUDENTS. A PLAQUE IS AWARDED. (3) STUDENT LEADERSHIP AWARDS - RECOGNIZES OUTSTANDING STUDENT LEADERSHIP CONSISTENT WITH THE IDEALS AND MISSION OF PHI ALPHA. THE FOCUS OF THE APPLICATION IS THE STUDENT'S LEADERSHIP, SERVICE, IMPACT, AND COMMITMENT. AWARDS OF 1,000, 750 AMD 500 ARE PRESENTED EACH YEAR. STUDENTS ARE NOMINATED BY THEIR PHI ALPHA CHAPTER ADVISOR. STUDENTS MUST BE ACTIVE LEADERS OF A PHI ALPHA CHAPTER TO BE NOMINATED. (4) PATTY GIBBS-WAHLBERG BSW SCHOLARSHIPS - RECOGNIZES STUDENT SCHOLARSHIP, SERVICE AND LEADERSHIP. AWARDS OF 3,000, 2,000 AND 1,000 ARE PRESENTED EACH YEAR. (5) MSW SCHOLARSHIPS - RECOGNIZES STUDENT SCHOLARSHP, SERVICE AND LEADERSHIP, AWARDS OF 3,000, 2,000 AND 1,000 ARE PRESENTED EACH YEAR. (6) DOCTORAL SCHOLARSHIPS - RECOGNIZES STUDENT SCHOLARSHIP, SERVICE AND LEADERSHIP. AWARDS OF 3,000, 2,000 AND 1,000 ARE PRESENTED EACH YEAR. (7) STUDENT MEMBERSHIP SUPPORT - IS DESIGNED FOR STUDENTS, ELIGIBLE FOR PHI ALPHA MEMBERSHIP, WHOSE SITUATION MAKES IT A CHALLENGE TO PAY MEMBERSHIP FEES. EACH CHAPTER MAY REQUEST 2 MEMBERSHIPS PER INDUCTION AT NO COST. CHAPTERS ARE RESPONSIBLE FOR ANY LOCAL CHAPTER FEES. (8) HONORARY MEMBERS - HONORARY MEMBERS SHALL BE PERSONS, OTHER THAN STUDENTS, OUTSIDE THE SOCIETY WHO HAVE PROVIDED DISTINCTIVE CONTRIBUTIONS TO THE FIELD OF SOCIAL WORK. HONORARY MEMBERS ARE GRANTED ONLY BY THE SOLE PERMISSION OF THE SOCIETY. EACH CHAPTER MAY REQUEST 2 MEMBERSHIPS PER INDUCTION AT NO COST. (9) CHAPTER GRANTS - PROMOTES AND SUPPORTS CHAPTERS ENGAGEMENT IN SERVICE LEARNING. THE PROGRAM SUPPORTS ACTIVITIES CONSISTENT WITH THE MISSION OF PROMOTING: (1) HUMANITARIAN GOALS AND (2) BONDS AMONG STUDENTS. CHAPTERS ARE TO BE FUNDED UP TO 1,000 TO CONDUCT SERVICE PROJECTS IN THEIR COMMUNITIES. 6,000 IS AWARDED EACH ACADEMIC YEAR. CHAPTERS SUBMIT A BRIEF ACCOUNT FOLLOWING THE SERVICE PROJECT. (10) CHAPTER SUPPORT - SUPPORTS CHAPTERS IN ORGANIZING MEMBERSHIP AND NEW MEMBER RECRUITMENT. CHAPTERS MAY REQUEST TO RECEIVE UP TO 100 TOWARD A RECRUITMENT EVENT. FUNDS MAY BE USED FOR REFRESHMENTS, MATERIALS, OR OTHER ITEMS. CHAPTER SUPPORT FUNDS ARE NOT PROVIDED FOR AN INDUCTI0N CEREMONY. CHAPTERS SUBMIT A BRIEF ACCOUNT FOLLOWING THE EVENT OR MEETING.Expenses $248,753 · grants $29,771 · revenue $226,642
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
- 77-0705326
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2009
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $475,791
- Income (IRS master file)
- $333,937
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $304,837 | $338,485 | $475,791 | IRS |
| 990 | June 2024 | $266,540 | $394,844 | $492,168 | IRS |
| 990 | June 2023 | $357,851 | $406,253 | $610,018 | XML |
| 990 | June 2022 | $289,361 | $312,531 | $656,110 | 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 77-0705326).
Questions about PHI ALPHA NATIONAL HONOR SOCIETY
- What is the EIN of PHI ALPHA NATIONAL HONOR SOCIETY?
- The employer identification number (EIN) of PHI ALPHA NATIONAL HONOR SOCIETY is 77-0705326.
- Is PHI ALPHA NATIONAL HONOR SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to PHI ALPHA NATIONAL HONOR SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PHI ALPHA NATIONAL HONOR 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 ALPHA NATIONAL HONOR 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 ALPHA NATIONAL HONOR 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 ALPHA NATIONAL HONOR SOCIETY?
- The 990 for the year ended June 30, 2025 names DR PAUL BAGGETT.
- Who are the officers and directors of PHI ALPHA NATIONAL HONOR SOCIETY?
- The 990 for the year ended June 30, 2025 lists 9 people; 1 received compensation from the organization, the highest $48,000 (DR PAUL BAGGETT, EXECUTIVE DI).
- How much revenue does PHI ALPHA NATIONAL HONOR SOCIETY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $304,837, expenses of $338,485 and total assets of $475,791 at year end.
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