Civic Intelligence

Phi Beta Kappa Society

990 • Fiscal year 2021 • EIN 23-7339609

Jul 01, 2020 to Jun 30, 2021 • Filed on May 11, 2022

Organization ProfileN/A
PO Box 25283Houston, TX 77265

(713) 524-9811

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.02x

Higher debt load relative to revenue than 30% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

83rd percentile

42%

Higher net margin than 83% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$3,613,995

Up $465,223 (+15%) from 2017

Net Assets

Up

$3,602,995

Up $480,923 (+15%) from 2017

Liabilities

Down

$11,000

Down $15,700 (-59%) from 2017

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin83rd percentile

Revenue

Up

$590,383

Up $109,305 (+23%) from 2017

Expenses

Down

$341,475

Down $33,419 (-8.9%) from 2017

Net Income

Up

$248,908

Up $142,724 (+134%) from 2017

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2016: $3,046,188Liabilities 2016: $30,300Net Assets 2016: $3,015,8882016Assets 2017: $3,148,772Liabilities 2017: $26,700Net Assets 2017: $3,122,0722017Assets 2021: $3,613,995Liabilities 2021: $11,000Net Assets 2021: $3,602,9952021Assets 2022: $3,961,018Liabilities 2022: $288,000Net Assets 2022: $3,673,0182022Assets 2023: $3,621,794Liabilities 2023: $5,000Net Assets 2023: $3,616,7942023Assets 2024: $3,766,329Liabilities 2024: $10,000Net Assets 2024: $3,756,3292024

Highlighted filing

2021

Assets$3,613,995
Liabilities$11,000
Net Assets$3,602,995
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2016: $688,803Expenses 2016: $362,240Net Income 2016: $326,5632016Revenue 2017: $481,078Expenses 2017: $374,894Net Income 2017: $106,1842017Revenue 2021: $590,383Expenses 2021: $341,475Net Income 2021: $248,9082021Revenue 2022: $450,463Expenses 2022: $379,383Net Income 2022: $71,0802022Revenue 2023: $301,685Expenses 2023: $357,910Net Income 2023: -$56,2252023Revenue 2024: $542,883Expenses 2024: $403,348Net Income 2024: $139,5352024

Highlighted filing

2021

Revenue$590,383
Expenses$341,475
Net Income$248,908
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 11, 2022
Return Version
2020v4.2
Gross Receipts
$2,038,201
Mission and Program Overview

Mission

Encouragement of scholastic excellence in houston area high schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,189,668$3,458,475▲ $268,807
Savings and Temporary Cash Investments$170,483$147,115▼ $23,368
Cash and Non-Interest-Bearing Accounts$8,436$8,405▼ $31
Total Assets$3,368,587$3,613,995▲ $245,408
Liabilities
Other Liabilities$10,000$11,000▲ $1,000
Accounts Payable and Accrued Expenses$4,500--
Total Liabilities$14,500$11,000▼ $3,500
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,730,663$1,979,571▲ $248,908
Net Assets With Donor Restrictions$1,623,424$1,623,424→ $0
Total Net Assets Fund Balance$3,354,087$3,602,995▲ $248,908
Total Liabilities and Net Assets / Fund Balance$3,368,587$3,613,995▲ $245,408
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
William Monroe PhdPresident
Lindsay C McconnVice President- Finance
Andrew Davis PhdVice President- Fundraisin
Christina HughesVice President- Membership Engagement
Fritz LanhamVice President- Scholarshi
Jennifer Shade Wilson PhdVice President- Scholarshi
Alan J Alexander JdDirector
Daniel M Mclure JdDirector
George Shybut MdDirector
John ShaddixDirector
Jude a Dworaczyk JdDirector
Kathryn SchoerDirector
Mark R Yzaguirre JdDirector
Martin J Siegel JdSecretary
William S Nichols IvTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$272,572
Program Service Revenue
$0
Investment Income
$317,811
Other Revenue
$0
All Other Contributions
$259,987
Change in Net Assets
$248,908
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$253,544
Other Expenses$87,931
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$253,544--$253,544
Fees for Service Investment Mgmnt Fees-$36,650-$36,650
Fees for Services Management$31,424--$31,424
Advertising$7,585--$7,585
Conferences and Meetings$3,396--$3,396
Office Expenses$1,255$542-$1,797
Other Expenses$637$348-$348
All Other Expenses$243--$243
Total Functional Expenses$302,645$38,830$0$341,475
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
Scholarships Payable$11,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
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, Part VI, Section B, Line 11B

“A copy of the 990 will be provided to the organization and distributed to the directors”

Form 990, Part VI, Section C, Line 19

“Documents including governing document and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Phi Beta Kappa Alumni of Greater Houston
EIN
23-7339609
Phone
7135249811
Address
PO BOX 25283, HOUSTON, TX 77265

Signing Officer

Name
William Monroe Phd
Title
President
Phone
7137439007
Signed
2022-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Monroe Phd
Formed
1973
Legal Domicile
TX
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
20

Preparer

Firm
VIEBIG MCCOMMON & ASSOCIATES PC CPA'S
Address
401 WEST ALABAMA, HOUSTON, TX 77006
Preparer
V Richard Viebig Jr
Phone
7135299949
Supplemental Narrative

Additional Explanations

FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:

“The chief objective of the phi beta kappa alumni of greater houston is the encouragement of scholastic excellence in houston area high schools. This is carried out by awarding scholarships to an outstanding student from each of seventy-six area high schools, selected by the schools.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT- FUNDRAISIN
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT- SCHOLARSHI
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT- SCHOLARSHI
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT- FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT- MEMBERSHIP ENGAGEMENT
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IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt036907
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0336687
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0373594
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0248908
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0259987
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0170483
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0147115
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0272572
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0254450
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0253676
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0333492
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0255211
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01369401
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0317810
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0182332
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0105586
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0214528
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt066724
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0886980
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0317810
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0182332
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0105586
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0214528
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt066724
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0886980
IRS990ScheduleA/InvestmentIncomeCYPct00.39310
IRS990ScheduleA/InvestmentIncomePYPct00.32900
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.60690
IRS990ScheduleA/PublicSupportPY509Pct00.67100
IRS990ScheduleA/PublicSupportTotal509Amt01369401
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0272572
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0254450
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0253676
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0333492
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0255211
IRS990ScheduleA/Total509Grp/TotalAmt01369401
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0590382
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0436782
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0359262
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0548020
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0321935
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02256381
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt011000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SCHOLARSHIPS PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt011000
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0253544
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS TO VARIOUS INDIVIDUALS- SEE EXHIBIT A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt064
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIP PAYMENTS ARE MADE DIRECTLY TO THE COLLEGE WHICH EACH AWARDEE IS ATTENDING TO BE APPLIED TO TUITION. IN RARE CASES IN WHICH A STUDENT WOULD NOT BENEFIT FROM PAYMENTS MADE TO A COLLEGE OR UNIVERSITY, A SCHOLARSHIP PAYMENT MAY BE MADE DIRECTLY TO THE SCHOLARSHIP RECIPIENT WITH EVIDENCE THAT THE STUDENT HAS INCURRED EXPENSES FOR EDUCATIONAL PURPOSES (TUITION, FEES, RENT, FOOD, LODGING, TRAVEL, COMPUTING EQUIPMENT, BOOKS, PARKING PERMITS, STUDY ABROAD, INTERNET SERVICE, COMMUTING EXPENSES, ETC.) EQUAL TO THE VALUE OF THE SCHOLARSHIP.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CHIEF OBJECTIVE OF THE PHI BETA KAPPA ALUMNI OF GREATER HOUSTON IS THE ENCOURAGEMENT OF SCHOLASTIC EXCELLENCE IN HOUSTON AREA HIGH SCHOOLS. THIS IS CARRIED OUT BY AWARDING SCHOLARSHIPS TO AN OUTSTANDING STUDENT FROM EACH OF SEVENTY-SIX AREA HIGH SCHOOLS, SELECTED BY THE SCHOOLS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE 990 WILL BE PROVIDED TO THE ORGANIZATION AND DISTRIBUTED TO THE DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS INCLUDING GOVERNING DOCUMENT AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03368587
IRS990/TotalAssetsEOYAmt03613995
IRS990/TotalAssetsGrp/BOYAmt03368587
IRS990/TotalAssetsGrp/EOYAmt03613995
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0272572
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt038830
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0302645
IRS990/TotalFunctionalExpensesGrp/TotalAmt0341475
IRS990/TotalGrossUBIAmt0317811
IRS990/TotalLiabilitiesBOYAmt014500
IRS990/TotalLiabilitiesEOYAmt011000
IRS990/TotalLiabilitiesGrp/BOYAmt014500
IRS990/TotalLiabilitiesGrp/EOYAmt011000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03354087
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03602995
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0302645
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0590383
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0317811
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03368587
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03613995
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,613,995
Liabilities
$11,000
Net assets
$3,602,995
Revenue
$590,383
Expenses
$341,475
Net income
$248,908
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.77$0.01$3.76$0.54$0.40$0.14
2023Detailed filing. Detailed filing data is available for this year.$3.62$0.01$3.62$0.30$0.36$0.06
2022Detailed filing. Detailed filing data is available for this year.$3.96$0.29$3.67$0.45$0.38$0.07
2021Detailed filing. Detailed filing data is available for this year.$3.61$0.01$3.60$0.59$0.34$0.25
2017Detailed filing. Detailed filing data is available for this year.$3.15$0.03$3.12$0.48$0.37$0.11
2016Detailed filing. Detailed filing data is available for this year.$3.05$0.03$3.02$0.69$0.36$0.33
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