Nonprofit · EIN 95-6096554
PHI BETA KAPPA ALUMNI IN SOUTHERN CALIFORNIA
Also known as SO CALIFORNIA PBK ASSOCIATION
Tax-exempt · LOS ANGELES, CA 90049
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $12,785 | $11,258 | $1,527 | $98,217 | $0 | $98,217 |
| June 30, 2024 | 990-EZ | $17,221 | $12,540 | $4,681 | $96,690 | $0 | $96,690 |
| June 30, 2022 | 990-EZ | $27,256 | $21,725 | $5,531 | $96,263 | $0 | $96,263 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,042
- Membership dues
- $8,323
- Net income from fundraising events
- $413
- Other revenue
- $7
Expenses
- Grants and similar amounts paid
- $5,500
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $5,758
- Program services (functional)
- $5,500
Balance sheet and other
- Total assets, start of year
- $96,690
- Total assets, end of year
- $98,217
- Total liabilities, end of year
- $0
- Net assets, end of year
- $98,217
- Cash, savings and investments
- $98,217
- Gross receipts
- $13,552
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BETTE NAPOLI HARRIS | NEWSLETTER AND PROGRAMS CO | 2 | $0 |
| CAROLANN BENNETT | GRADUATE STUDY SCHOLARSHIP | 4 | $0 |
| ELLA SINFIELD | SECRETARY, AND VP PROGRAMS | 1 | $0 |
| HELEN LEE | EVP, CHAIR HIGH SCHOOL SCHOLARSHIPS | 6 | $0 |
| JAEL GALLAGHER | SVP AND VP, PROGRAMS | 1 | $0 |
| JAMES J HERR | COUNCILOR | 1 | $0 |
| JAMES RAGAN | COUNCILOR | 3 | $0 |
| JOAN CHU REESE | TREASURER | 3 | $0 |
| MELISA C GALVAN | PRESIDENT AND WEBMASTER | 10 | $0 |
| ROGER ZHANG | COUNCILOR AND VP, YOUNG PR | 2 | $0 |
| STEFAN JAMES KIRCHANSKI | COUNCILOR | 1 | $0 |
990-EZ for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BETTE NAPOLI HARRIS | NEWSLETTER AND PROGRAMS CO | 2 | $0 |
| CAROLANN BENNETT | GRADUATE STUDY SCHOLARSHIP | 4 | $0 |
| ELLA SINFIELD | SECRETARY, AND VP PROGRAMS | 3 | $0 |
| HELEN LEE | EVP, CHAIR HIGH SCHOOL SCH | 6 | $0 |
| JAEL BALLARD | SVP AND VP, PROGRAMS | 2 | $0 |
| JAMES J HERR | COUNCILOR | 1 | $0 |
| JAMES RAGAN | COUNCILOR | 2 | $0 |
| JOAN CHU REESE | TREASURER | 6 | $0 |
| MELISA C GALVAN | PRESIDENT AND WEBMASTER | 20 | $0 |
| ROGER ZHANG | COUNCILOR AND VP, YOUNG PR | 3 | $0 |
| STEFAN JAMES KIRCHANSKI | VP, MEMBERSHIP | 2 | $0 |
990-EZ for the year ended June 30, 2022: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BETTE NAPOLI HARRIS | NEWSLETTER AND PROGRAMS COMMITTEE | 6 | $0 |
| MELISA C GALVAN | PRESIDENT AND WEBMASTER | 20 | $0 |
| ROBERT W TEMPLETON | COUNCILOR | 2 | $0 |
| CAROLANN BENNETT | GRADUATE STUDY SCHOLARSHIP CHAIR | 4 | $0 |
| ROBIN ROMANS | COUNCILOR | 2 | $0 |
| JAMES J HERR | COUNCILOR | 1 | $0 |
| HELEN LEE | EVP, CHAIR HIGH SCHOOL SCHOLARSHIPS | 6 | $0 |
| JAMES RAGAN | COUNCILOR | 2 | $0 |
| JOAN CHU REESE | TREASURER | 5 | $0 |
| JAEL BALLARD | SVP AND VP, PROGRAMS | 2 | $0 |
| STEFAN JAMES KIRCHANSKI | VP, MEMBERSHIP | 1 | $0 |
| BENJAMIN PURPER | COUNCILOR, CHAIR NEWSLETTE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 258 BARLOCK AVE, LOS ANGELES, CA 90049-3213
- Mailing address (990-N for 2024)
- 1606 New Hampshire Ave NW, Washington DC 20009
- Signed the 990-EZ
- JOAN CHU REESE, TREASURER
- Phone
- (310) 998-8588
- Website
- PBKSOCALALUMNI.COM
- Return prepared by
- FRAZER LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6096554 or by the name PHI BETA KAPPA ALUMNI IN SOUTHERN CALIFORNIA.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
PHI BETA KAPPA ALUMNI IN SOUTHERN CALIFORNIA OFFERS EDUCATIONAL SCHOLARSHIPS TO STUDENTS AND PROVIDES EDUCATIONAL EVENTS FOR MEMBERS.
Program accomplishments
- OFFER SMALL SCHOLARSHIPS TO NUMEROUS STUDENTS SELECTED BY THEIR SCHOOLS.Expenses $5,500 · grants $5,500
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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-N on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-N on file |
IRS record
- EIN
- 95-6096554
- 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-N (e-Postcard)
- Group exemption
- 1130: PHI BETA KAPPA SOCIETY
- Assets (IRS master file)
- $98,217
- Income (IRS master file)
- $13,552
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-N for 2024 | June 30, 2025 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | June 2025 | $12,785 | $11,258 | $98,217 | XML |
| 990-N for 2023 | June 30, 2024 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | June 2024 | $17,221 | $12,540 | $96,690 | XML |
| 990-N for 2022 | June 30, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-N for 2021 | June 30, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | June 2022 | $27,256 | $21,725 | $96,263 | XML |
| 990-N for 2020 | June 30, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-N for 2017 | June 30, 2018 | ≤ $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 95-6096554).
Questions about PHI BETA KAPPA ALUMNI IN SOUTHERN CALIFORNIA
- What is the EIN of PHI BETA KAPPA ALUMNI IN SOUTHERN CALIFORNIA?
- The employer identification number (EIN) of PHI BETA KAPPA ALUMNI IN SOUTHERN CALIFORNIA is 95-6096554.
- Is PHI BETA KAPPA ALUMNI IN SOUTHERN CALIFORNIA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1951.
- Which annual return does PHI BETA KAPPA ALUMNI IN SOUTHERN CALIFORNIA file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of PHI BETA KAPPA ALUMNI IN SOUTHERN CALIFORNIA 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 ALUMNI IN SOUTHERN CALIFORNIA last file with the IRS?
- The latest return in the IRS public files is the 990-N for 2024 for the year ended June 30, 2025.
- Who are the officers and directors of PHI BETA KAPPA ALUMNI IN SOUTHERN CALIFORNIA?
- The 990-EZ for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does PHI BETA KAPPA ALUMNI IN SOUTHERN CALIFORNIA have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $12,785, expenses of $11,258 and total assets of $98,217 at year end.
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