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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 95-6201337

PHI BETA KAPPA SOCIETY

Also known as NORTHERN CALIFORNIA ASSOCIATION

Tax-exempt · WASHINGTON, DC 20009

Financials

$138K$112K2023$162K$148K2024$157K$132K2025
Revenue Expenses · by fiscal year end
Financials of PHI BETA KAPPA SOCIETY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$156,973$132,120$24,853$741,555$0$741,555
December 31, 2024990$162,101$148,437$13,664$701,554$0$701,554
December 31, 2023990$138,164$112,284$25,880$615,813$0$615,813
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$67,146
Membership dues
$20,406
Program service revenue
$23,099
Investment income
$66,728
Net gain from sales of assets
$55,566
Other revenue
$0

Expenses

Grants and similar amounts paid
$105,000
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$126,567
Management and general (functional)
$3,968
Fundraising (functional)
$1,585

Balance sheet and other

Total assets, start of year
$701,554
Total assets, end of year
$741,555
Total liabilities, end of year
$0
Net assets, end of year
$741,555
Publicly traded securities
$649,559
Net assets without donor restrictions
$279,986
Net assets with donor restrictions
$461,569
Gross unrelated business income
$55,566
Gross receipts
$186,822
Employees
0
Volunteers
11
Year formed
1951
State of legal domicile
CA

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
MELISSA LASSELLTeaching Excellence Chair
Trustee or director
1$0
RAY HENDESSCommunications Officer
Trustee or director
1$0
DEIRDRE FRONTCZAKAsilomar Chair
Trustee or director
1$0
MELISSA STEVENSPresident
Officer
3$0
O NEIL DILLONVice-President Programs
Officer
2$0
JOANNE SANDSTROMVice-President Scholarships
Officer
2$0
LARRY DAVENPORTVice-President Membership
Officer
1$0
WILLIAM J CLANCEYTreasurer
Officer
5$0
SHELDON GREENERecording Secretary
Officer
1$0
KRISTINE ANGELESCorresponding Secretary
Officer
1$0
990 for the year ended December 31, 2024: 9 people
NameTitleHours / weekCompensation
MELISSA LASSELLTeaching Excellence Chair
Trustee or director
1$0
RAY HENDESSCommunications Officer
Trustee or director
1$0
DEIRDRE FRONTCZAKAsilomar Chair
Trustee or director
1$0
MELISSA STEVENSPresident
Officer
3$0
O NEIL DILLONVice-President Programs
Officer
2$0
JOANNE SANDSTROMVice-President Scholarships
Officer
2$0
PAT KENBERVice-President Membership
Officer
1$0
WILLIAM J CLANCEYTreasurer
Officer
5$0
SUSAN JENKINSCorresponding-Recording Secretary
Officer
1$0
990 for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensation
MELISSA STEVENSPresident
Officer
3$0
O'NEIL DILLON1ST VICE PRESIDENT
Officer
2$0
JOANNE SANDSTROM2ND VICE PRESIDENT
Officer
2$0
DUNCAN MISSIMERTreasurer
Officer
5$0
PAT KENBER3RD VICE PRESIDENT
Officer
1$0
SUSAN JENKINSCORESPONDING SEC.
Officer
1$0
MELISSA LASELLTEACHING EXCELLENCE
Trustee or director
1$0
RAY HENDESSCOMMUNICATIONS OFFICER
Trustee or director
1$0
DEIRDRE FRONTECZAKASILOMAR CHAIR
Trustee or director
1$0
AMANDA SANYALCHAPTER LIAISON
Trustee or director
1$0
JUDY HARDARDTNOMINATING COMMITTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
1606 NEW HAMPSHIRE AVE NW, WASHINGTON, DC 20009-2512
In care of
% NORTHERN CALIFORNIA ASSN - PBK
Mailing address (990-N for 2025)
1606 New Hampshire Ave NW, Washington DC 20009
Principal officer (990 for 2025)
William J Clancey, 415 Asilomar Avenue, Pacific Grove, CA 93950
Signed the 990
William Clancey, Treasurer
Phone
(650) 575-8889
Website
PBKNCA.COM

Mission

THE PROMOTION OF SCHOLARSHIP AND RESEARCH

990 for the year ended December 31, 2025

Program accomplishments

  • SPECIAL EDUCATIONAL EVENTS including ASILOMAR EVENTS AND OTHER SPECIAL EVENTS.
    Expenses $18,334 · revenue $23,100
  • PUBLICATIONS INFORMING MEMBERS OF OUR ACCOMPLISHMENTS AND PROGRAM ACTIVITIES INCLUDING 4 NEWSLETTERS PER YEAR
    Expenses $3,233
  • 10 SCHOLARSHIP AWARDS OF $10000 EACH FOR TOTAL OF $120,000. 5 TEACHING EXCELLENCE AWARDS OF $1000 EACH TOTALING $5000.
    Expenses $105,000

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-N on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990-N on file

File the 2026 990-N for PHI BETA KAPPA SOCIETY

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
95-6201337
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
December
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$741,555
Income (IRS master file)
$186,822

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-N for 2025December 31, 2025≤ $50,000 receipts––e-Postcard
990December 2025$156,973$132,120$741,555XML
990December 2024$162,101$148,437$701,554XML
990-N for 2023December 31, 2023≤ $50,000 receipts––e-Postcard
990December 2023$138,164$112,284$615,813XML
990-N for 2022December 31, 2022≤ $50,000 receipts––e-Postcard
990December 2022–––IRS
990December 2021–––IRS
990-N for 2020December 31, 2020≤ $50,000 receipts––e-Postcard
990December 2020–––IRS
990December 2019–––IRS
990-N for 2018December 31, 2018≤ $50,000 receipts––e-Postcard
990December 2018–––IRS
990December 2017–––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 95-6201337).

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 95-6201337.
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-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of PHI BETA KAPPA SOCIETY due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. 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-N for 2025 for the year ended December 31, 2025.
Who is the principal officer of PHI BETA KAPPA SOCIETY?
The 990 for the year ended December 31, 2025 names William J Clancey.
Who are the officers and directors of PHI BETA KAPPA SOCIETY?
The 990 for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does PHI BETA KAPPA SOCIETY have?
On its 990 for the year ended December 31, 2025 it reported revenue of $156,973, expenses of $132,120 and total assets of $741,555 at year end.

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