Civic Intelligence

Phi Alpha Theta History Honor

EIN 23-2838156 • 501(c)3 • Tampa, FL

View Organization Page

Profile

Provide a forum for educational interaction for college students in the field of history. The organization provides financial assistance to students who submit papers, transcripts and letters of recommendation. The organization also prepares journals for its members and others to enhance historical education and achievement.

4202 E Fowler Ave Soc 107Tampa, FL 33620-8100

www.phialphatheta.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

65th percentile

0.18x

Higher debt load relative to assets than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

75th percentile

0.34x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

61st percentile

10%

Higher net margin than 61% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

61st percentile

$87,622

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 15.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

47th percentile

2.4%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

63rd percentile

16%

Faster revenue growth than 63% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$1,118,802

Up $25,937 (+2.4%) from 2024

Liabilities

Down

$196,804

Down $34,516 (-15%) from 2024

Net Assets

Up

$921,998

Up $60,453 (+7.0%) from 2024

Operations
Liabilities / Revenue75th percentileNet Margin61st percentile

Revenue

Up

$585,208

Up $81,950 (+16%) from 2024

Expenses

Up

$524,755

Up $42,550 (+8.8%) from 2024

Net Income

Up

$60,453

Up $39,400 (+187%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,507,935Liabilities 2011: $157,859Net Assets 2011: $1,350,0762011Assets 2012: $1,502,239Liabilities 2012: $152,452Net Assets 2012: $1,349,7872012Assets 2013: $1,571,572Liabilities 2013: $145,773Net Assets 2013: $1,425,7992013Assets 2014: $1,626,918Liabilities 2014: $133,576Net Assets 2014: $1,493,3422014Assets 2015: $1,367,814Liabilities 2015: $132,696Net Assets 2015: $1,235,1182015Assets 2016: $1,294,684Liabilities 2016: $159,024Net Assets 2016: $1,135,6602016Assets 2017: $1,314,070Liabilities 2017: $270,060Net Assets 2017: $1,044,0102017Assets 2018: $1,254,554Liabilities 2018: $201,140Net Assets 2018: $1,053,4142018Assets 2019: $1,217,373Liabilities 2019: $180,282Net Assets 2019: $1,037,0912019Assets 2020: $1,036,425Liabilities 2020: $247,561Net Assets 2020: $788,8642020Assets 2021: $1,245,078Liabilities 2021: $225,101Net Assets 2021: $1,019,9772021Assets 2022: $1,056,616Liabilities 2022: $237,949Net Assets 2022: $818,6672022Assets 2023: $1,094,701Liabilities 2023: $255,253Net Assets 2023: $839,4482023Assets 2024: $1,092,865Liabilities 2024: $231,320Net Assets 2024: $861,5452024Assets 2025: $1,118,802Liabilities 2025: $196,804Net Assets 2025: $921,9982025

Highlighted filing

2025

Assets$1,118,802
Liabilities$196,804
Net Assets$921,998
Open 2025 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $724,758Expenses 2011: $560,516Net Income 2011: $164,2422011Revenue 2012: $595,938Expenses 2012: $596,227Net Income 2012: -$2892012Revenue 2013: $672,443Expenses 2013: $600,431Net Income 2013: $72,0122013Revenue 2014: $726,601Expenses 2014: $659,058Net Income 2014: $67,5432014Revenue 2015: $499,803Expenses 2015: $628,103Net Income 2015: -$128,3002015Revenue 2016: $514,735Expenses 2016: $614,193Net Income 2016: -$99,4582016Revenue 2017: $510,621Expenses 2017: $571,151Net Income 2017: -$60,5302017Revenue 2018: $633,994Expenses 2018: $661,435Net Income 2018: -$27,4412018Revenue 2019: $640,838Expenses 2019: $657,161Net Income 2019: -$16,3232019Revenue 2020: $323,497Expenses 2020: $611,766Net Income 2020: -$288,2692020Revenue 2021: $654,788Expenses 2021: $423,675Net Income 2021: $231,1132021Revenue 2022: $419,924Expenses 2022: $621,234Net Income 2022: -$201,3102022Revenue 2023: $552,857Expenses 2023: $532,351Net Income 2023: $20,5062023Revenue 2024: $503,258Expenses 2024: $482,205Net Income 2024: $21,0532024Revenue 2025: $585,208Expenses 2025: $524,755Net Income 2025: $60,4532025

Highlighted filing

2025

Revenue$585,208
Expenses$524,755
Net Income$60,453
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,118,802
Liabilities
$196,804
Net assets
$921,998
Revenue
$585,208
Expenses
$524,755
Net income
$60,453
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.12$0.20$0.92$0.59$0.52$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.09$0.23$0.86$0.50$0.48$0.02
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.26$0.84$0.55$0.53$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.24$0.82$0.42$0.62$0.20
2021Detailed filing. Detailed filing data is available for this year.$1.25$0.23$1.02$0.65$0.42$0.23
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.25$0.79$0.32$0.61$0.29
2019Detailed filing. Detailed filing data is available for this year.$1.22$0.18$1.04$0.64$0.66$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.25$0.20$1.05$0.63$0.66$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.27$1.04$0.51$0.57$0.06
2016Summary only. Only limited summary data is available for this year.$1.29$0.16$1.14$0.51$0.61$0.10
2015Summary only. Only limited summary data is available for this year.$1.37$0.13$1.24$0.50$0.63$0.13
2014Summary only. Only limited summary data is available for this year.$1.63$0.13$1.49$0.73$0.66$0.07
2013Summary only. Only limited summary data is available for this year.$1.57$0.15$1.43$0.67$0.60$0.07
2012Summary only. Only limited summary data is available for this year.$1.50$0.15$1.35$0.60$0.60$0.00
2011Summary only. Only limited summary data is available for this year.$1.51$0.16$1.35$0.72$0.56$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 15, 2025
Return Version
2024v5.0
Gross Receipts
$652,342
Mission and Program Overview

Mission

Provide a forum for educational interaction for college students in the field of history. The organization provides financial assistance to students who submit papers, transcripts and letters of recommendation. The organization also prepares journals for its members and others to enhance historical education and achievement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$750,289$835,499▲ $85,210
Cash and Non-Interest-Bearing Accounts$197,724$68,149▼ $129,575
Inventories for Sale or Use$49,957$52,063▲ $2,106
Savings and Temporary Cash Investments$10,640$7,604▼ $3,036
Intangible Assets$230--
Total Assets$1,092,865$1,118,802▲ $25,937
Other Assets Total$84,025$155,487▲ $71,462
Liabilities
Deferred Revenue$230,610$193,170▼ $37,440
Accounts Payable and Accrued Expenses$222$2,777▲ $2,555
Other Liabilities$488$857▲ $369
Total Liabilities$231,320$196,804▼ $34,516
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$853,545$914,498▲ $60,953
Net Assets With Donor Restrictions$8,000$7,500▼ $500
Total Net Assets Fund Balance$861,545$921,998▲ $60,453
Total Liabilities and Net Assets / Fund Balance$1,092,865$1,118,802▲ $25,937

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$30,179$30,179
Other Assets Org$155,487--
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jessica M BourdeauChief OperatFT$87,622$87,622

Board Members and Trustees

NameTitle
Hosok OPresident
Debra MulliganAdvisor Boar
Kyriakos NalmpantisVP
Revenue and Support

Revenue Composition

Contributions and Grants
$1,438
Program Service Revenue
$371,591
Investment Income
$30,875
Other Revenue
$181,304
All Other Contributions
$1,438
Change in Net Assets
$60,453
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$326,759
Other Expenses$182,496
Grants and Similar Amounts Paid$15,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$104,726$104,725-$209,451
Current Officers, Directors, Trustees, and Key Employees$41,466$41,466-$82,932
Office Expenses$48,207$31,435-$79,642
Conferences and Meetings$55,774$1,097-$56,871
Payroll Taxes$10,833$10,833-$21,666
Fees for Services Other-$21,023-$21,023
Grants to Domestic Individuals$14,750--$14,750
Insurance-$11,100-$11,100
Other Employee Benefits$5,455$5,455-$10,910
Fees for Service Investment Mgmnt Fees-$7,643-$7,643
Travel-$4,967-$4,967
Pension Plan Contributions$900$900-$1,800
Advertising$819--$819
Grants to Domestic Orgs$750--$750
Depreciation Depletion$230--$230
Information Technology-$201-$201
Total Functional Expenses$283,910$240,845$0$524,755
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sales Tax Due$857
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The executive director will review the return.”

Form 990, Page 6, Part VI, Line 15A

“The council for teh organization reviews the compensation for the executive director on an annual basis.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Phi Alpha Theta History Honor
EIN
23-2838156
Phone
8003948195
Address
134 WHITAKER RD SUITE A, LUTZ, FL 33549

Signing Officer

Name
Jessica M Bourdeau
Title
Chief Operations Off
Phone
8003948195
Signed
2025-10-15

Organization Details

Principal Officer
Jessica M Bourdeau
Formed
1995
Voting Board Members
3
Independent Board Members
3
Employees
10

Preparer

Firm
Laplant & Rainey CPA Pa
Address
201 EAST KENNEDY SUITE 715, TAMPA, FL 33602
Preparer
Marjorie N Rainey
Phone
8132292090
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Provide a forum for educational interaction for college students in the field of history. The organization provides financial assistance to students who submit papers, transcripts and letters of recommendation. The organization also prepares journals for its members and others to enhance historical education and achievement.”

Form 990, Part XI, Line 9

“Book tax dep difference 0”

Raw XML Appendix388 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0222
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02777
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE A FORUM FOR EDUCATIONAL INTERACTION FOR COLLEGE STUDENTS IN THE FIELD OF HISTORY. THE ORGANIZATION PROVIDES FINANCIAL ASSISTANCE TO STUDENTS WHO SUBMIT PAPERS, TRANSCRIPTS AND LETTERS OF RECOMMENDATION. THE ORGANIZATION ALSO PREPARES JOURNALS FOR ITS MEMBERS AND OTHERS TO ENHANCE HISTORICAL EDUCATION AND ACHIEVEMENT.
IRS990/AddressChangeInd0X
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IRS990/AllOtherContributionsAmt01438
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0JESSICA BOURDEAU
IRS990/BooksInCareOfDetail/PhoneNum08003948195
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0UNIVERSITY OF SOUTH FLORIDA
IRS990/BooksInCareOfDetail/USAddress/CityNm0TAMPA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033620
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0197724
IRS990/CashNonInterestBearingGrp/EOYAmt068149
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt041466
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt041466
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt082932
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01097
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt055774
IRS990/ConferencesMeetingsGrp/TotalAmt056871
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt039257
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01438
IRS990/CYGrantsAndSimilarPaidAmt015500
IRS990/CYInvestmentIncomeAmt030875
IRS990/CYOtherExpensesAmt0182496
IRS990/CYOtherRevenueAmt0181304
IRS990/CYProgramServiceRevenueAmt0371591
IRS990/CYRevenuesLessExpensesAmt060453
IRS990/CYSalariesCompEmpBnftPaidAmt0326759
IRS990/CYTotalExpensesAmt0524755
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0585208
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0230610
IRS990/DeferredRevenueGrp/EOYAmt0193170
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0230
IRS990/DepreciationDepletionGrp/TotalAmt0230
IRS990/Desc0THE PUBLICATION OF THE "HISTORIAN" JOURNAL AND "THE NEWSLETTER" JOURNAL. THESE PUBLICATIONS DISSEMINATE HISTORICAL INFORMATION. THE ORGANZIATION PROVIDES FINANCIAL ASSISTANCE TO STUDENTS THAT ASSIST IN THE PRODUCTION OF THESE PERIODICALS. APPROXIMATE MEMBERSHIP IS 15,000 TO 20,000. THE ORGANIZATION RECEIVES ROYALTIES FROM PUBLISHERS AND FROM WEBSITES WITH RESPECT TO SALES OF THE "HISTORIAN" JOURNAL TO LIBRARIES AND OTHER NON- MEMBERS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt08000
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt07500
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt010
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0268410
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt021023
IRS990/FeesForServicesOtherGrp/TotalAmt021023
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt07643
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt07643
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0JESSICA M BOURDEAU
IRS990/Form990PartVIISectionAGrp/PersonNm1DEBRA MULLIGAN
IRS990/Form990PartVIISectionAGrp/PersonNm2KYRIAKOS NALMPANTIS
IRS990/Form990PartVIISectionAGrp/PersonNm3HOSOK O
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt087622
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHIEF OPERAT
IRS990/Form990PartVIISectionAGrp/TitleTxt1ADVISOR BOAR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt011923
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt014750
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt014750
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0750
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0750
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt039800
IRS990/GrossReceiptsAmt0652342
IRS990/GrossSalesOfInventoryAmt0112690
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0201
IRS990/InformationTechnologyGrp/TotalAmt0201
IRS990/InsuranceGrp/ManagementAndGeneralAmt011100
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IRS990/IntangibleAssetsGrp/BOYAmt0230
IRS990/InventoriesForSaleOrUseGrp/BOYAmt049957
IRS990/InventoriesForSaleOrUseGrp/EOYAmt052063
IRS990/InvestmentIncomeGrp/ExclusionAmt018952
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt018952
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0750289
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0835499
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt030179
IRS990/LandBldgEquipCostOrOtherBssAmt030179
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt027877
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE A FORUM FOR EDUCATIONAL INTERACTION FOR COLLEGE STUDENTS IN THE FIELD OF HISTORY. THE ORGANIZATION PROVIDES FINANCIAL ASSISTANCE TO STUDENTS WHO SUBMIT PAPERS, TRANSCRIPTS AND LETTERS OF RECOMMENDATION. THE ORGANIZATION ALSO PREPARES JOURNALS FOR ITS MEMBERS AND OTHERS TO ENHANCE HISTORICAL EDUCATION AND ACHIEVEMENT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0861545
IRS990/NetAssetsOrFundBalancesEOYAmt0921998
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt011923
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt011923
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt073433
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt073433
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0853545
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0914498
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt031435
IRS990/OfficeExpensesGrp/ProgramServicesAmt048207
IRS990/OfficeExpensesGrp/TotalAmt079642
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt084025
IRS990/OtherAssetsTotalGrp/EOYAmt0155487
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05455
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IRS990/OtherLiabilitiesGrp/BOYAmt0488
IRS990/OtherLiabilitiesGrp/EOYAmt0857
IRS990/OtherRevenueMiscGrp/Desc0UNREALIZED GAIN ON INVMT
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt048941
IRS990/OtherRevenueTotalAmt048941
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IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010833
IRS990/PayrollTaxesGrp/ProgramServicesAmt010833
IRS990/PayrollTaxesGrp/TotalAmt021666
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0900
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0900
IRS990/PensionPlanContributionsGrp/TotalAmt01800
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JESSICA M BOURDEAU
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP FEES/ SUBSCRIPTION
IRS990/ProgramServiceRevenueGrp/Desc1CONVENTION
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt142430
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt142430
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDES FINANCIAL ASSISTANCE TO COLLEGE STUDENTS AND RESEARCHERS THAT SUBMIT PAPERS, TRANSCRIPTS AND LETTERS OF RECOMMENDATION. ELIGIBLE RECIPIENTS ARE MEMBERS OF THE ORGANIZATION. ENCOURAGES THE STUDY OF HISTORY BY PROVIDING RECOGNITION TO STUDENTS, GRADUATES AND FACULTY FOR THEIR MEMBERSHIP IN THE ORGANZIATION THROUGH THE SALE OF SMALL ITEMS WITH THE ORGANIZATION'S LOGO TO SHOW MEMBERSHIP IN THE ORGANIZATION AT GRADUATION AND OTHER EVENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt015500
IRS990/ProgSrvcAccomActy2Grp/GrantAmt015500
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0316
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt019350
IRS990/PYInvestmentIncomeAmt018603
IRS990/PYOtherExpensesAmt0116685
IRS990/PYOtherRevenueAmt0230768
IRS990/PYProgramServiceRevenueAmt0253571
IRS990/PYRevenuesLessExpensesAmt021053
IRS990/PYSalariesCompEmpBnftPaidAmt0346170
IRS990/PYTotalExpensesAmt0482205
IRS990/PYTotalRevenueAmt0503258
IRS990/ReconcilationRevenueExpnssAmt060453
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt058930
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt058930
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010640
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07604
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01438
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0316
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0232
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09997
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0172
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012155
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt018952
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt018603
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt016847
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt014394
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt019506
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt088302
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0543211
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0439502
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0517645
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0409134
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0538738
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02448230
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt048941
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt063259
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt045571
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0157771
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt018952
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt018603
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt016847
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt014394
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt019506
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt088302
IRS990ScheduleA/InvestmentIncomeCYPct00.03000
IRS990ScheduleA/InvestmentIncomePYPct00.04000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96740
IRS990ScheduleA/PublicSupportPY509Pct00.95990
IRS990ScheduleA/PublicSupportTotal509Amt02618156
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0593590
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0503077
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0563448
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0419131
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0538910
IRS990ScheduleA/Total509Grp/TotalAmt02618156
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0612542
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0521680
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0580295
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0433525
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0558416
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02706458
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt030179
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt030179
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0155487
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DATABASE - SOFTWARE - IN PROCESS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0857
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SALES TAX DUE
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0155487
IRS990ScheduleD/TotalLiabilityAmt0857
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt010500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt14250
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0ACADEMIC ACHIEVEMENT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt016
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt15
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION FOLLOWS UP WITH GRANT RECIPIENTS TO DETERMINE THE USE OF THE GRANT FUNDS. WITH RESPECT TO SCHOLARSHIP GRANTS, THE STUDENT MUST BE ACCEPTED TO A GRADUATE OR UNDERGRADUATE PROGRAM IN ORDER TO RECEIVE THE SCHOLARSHIP. WITH RESPECT TO RESEARCH GRANTS, THE ORGANIZATION RECEIVES REPORTS FROM THE RECIPIENT REGARDING HIS OR HER ACTIVITIES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDE A FORUM FOR EDUCATIONAL INTERACTION FOR COLLEGE STUDENTS IN THE FIELD OF HISTORY. THE ORGANIZATION PROVIDES FINANCIAL ASSISTANCE TO STUDENTS WHO SUBMIT PAPERS, TRANSCRIPTS AND LETTERS OF RECOMMENDATION. THE ORGANIZATION ALSO PREPARES JOURNALS FOR ITS MEMBERS AND OTHERS TO ENHANCE HISTORICAL EDUCATION AND ACHIEVEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE DIRECTOR WILL REVIEW THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COUNCIL FOR TEH ORGANIZATION REVIEWS THE COMPENSATION FOR THE EXECUTIVE DIRECTOR ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOOK TAX DEP DIFFERENCE 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01092865
IRS990/TotalAssetsEOYAmt01118802
IRS990/TotalAssetsGrp/BOYAmt01092865
IRS990/TotalAssetsGrp/EOYAmt01118802
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01438
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0240845
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0283910
IRS990/TotalFunctionalExpensesGrp/TotalAmt0524755
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0231320
IRS990/TotalLiabilitiesEOYAmt0196804
IRS990/TotalLiabilitiesGrp/BOYAmt0231320
IRS990/TotalLiabilitiesGrp/EOYAmt0196804
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0861545
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0921998
IRS990/TotalProgramServiceExpensesAmt0283910
IRS990/TotalProgramServiceRevenueAmt0371591
IRS990/TotalReportableCompFromOrgAmt087622
IRS990/TotalRevenueGrp/ExclusionAmt067893
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0515877
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0585208
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01092865
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01118802
IRS990/TravelGrp/ManagementAndGeneralAmt04967
IRS990/TravelGrp/TotalAmt04967
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0134 WHITAKER RD STE A
IRS990/USAddress/CityNm0LUTZ
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033549
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.PHIALPHATHETA.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA M BOURDEAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF OPERATIONS OFF
ReturnHeader/BusinessOfficerGrp/PhoneNum08003948195
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI ALPHA THETA HISTORY HONOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0PHIA
ReturnHeader/Filer/EIN0232838156
ReturnHeader/Filer/PhoneNum08003948195
ReturnHeader/Filer/USAddress/AddressLine1Txt0134 WHITAKER RD SUITE A
ReturnHeader/Filer/USAddress/CityNm0LUTZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033549
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271320570
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAPLANT & RAINEY CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 EAST KENNEDY SUITE 715
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033602
ReturnHeader/PreparerPersonGrp/PhoneNum08132292090
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARJORIE N RAINEY
ReturnHeader/ReturnTs02025-11-10T09:50:32-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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