Civic Intelligence

Phi Beta Kappa Foundation

990T • Fiscal year 2021 • EIN 52-6063291

Aug 01, 2020 to Jul 31, 2021 • Filed on Jun 10, 2022

Organization ProfileNONE
1606 New Hampshire Ave NWWashington, DC 20009-2512

(202) 265-3808

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2010: $31,760,987Liabilities 2010: $3,749,046Net Assets 2010: $28,011,9412010Assets 2011: $34,459,823Liabilities 2011: $1,979,766Net Assets 2011: $32,480,0572011Assets 2012: $33,398,183Liabilities 2012: $309,529Net Assets 2012: $33,088,6542012Assets 2013: $36,287,182Liabilities 2013: $318,460Net Assets 2013: $35,968,7222013Assets 2014: $38,814,614Liabilities 2014: $447,366Net Assets 2014: $38,367,2482014Assets 2015: $37,529,255Liabilities 2015: $538,906Net Assets 2015: $36,990,3492015Assets 2016: $36,448,512Liabilities 2016: $683,674Net Assets 2016: $35,764,8382016Assets 2017: $38,686,186Liabilities 2017: $917,655Net Assets 2017: $37,768,5312017Assets 2018: $39,158,363Liabilities 2018: $1,028,480Net Assets 2018: $38,129,8832018Assets 2019: $37,569,411Liabilities 2019: $800,655Net Assets 2019: $36,768,7562019Assets 2020: $37,754,258Liabilities 2020: $682,983Net Assets 2020: $37,071,2752020Assets 2021: $45,858,978Liabilities 2021: $367,464Net Assets 2021: $45,491,5142021Assets 2022: $41,882,645Liabilities 2022: $774,889Net Assets 2022: $41,107,7562022Assets 2023: $46,715,872Liabilities 2023: $1,295,559Net Assets 2023: $45,420,3132023Assets 2024: $49,322,785Liabilities 2024: $1,601,867Net Assets 2024: $47,720,9182024

Latest loaded filing

2024

Assets$49,322,785
Liabilities$1,601,867
Net Assets$47,720,918
Open 2024 Filing

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,200,3652010Expenses 2011: $1,216,5502011Expenses 2012: $1,337,7572012Expenses 2013: $1,563,7242013Revenue 2014: $1,836,882Expenses 2014: $1,676,719Net Income 2014: $160,1632014Revenue 2015: $1,560,385Expenses 2015: $1,898,017Net Income 2015: -$337,6322015Revenue 2016: $1,005,981Expenses 2016: $1,979,937Net Income 2016: -$973,9562016Revenue 2017: $1,755,821Expenses 2017: $2,064,891Net Income 2017: -$309,0702017Revenue 2018: $1,305,895Expenses 2018: $2,144,225Net Income 2018: -$838,3302018Revenue 2019: $676,889Expenses 2019: $1,933,299Net Income 2019: -$1,256,4102019Revenue 2020: $593,261Expenses 2020: $1,348,347Net Income 2020: -$755,0862020Revenue 2021: $4,273,141Expenses 2021: $620,898Net Income 2021: $3,652,2432021Revenue 2022: $1,384,235Expenses 2022: $645,476Net Income 2022: $738,7592022Revenue 2023: $3,151,297Expenses 2023: $634,898Net Income 2023: $2,516,3992023Revenue 2024: $4,367,925Expenses 2024: $2,503,877Net Income 2024: $1,864,0482024

Latest loaded filing

2024

Revenue$4,367,925
Expenses$2,503,877
Net Income$1,864,048
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Jun 10, 2022
Return Version
2020v1.3
Mission and Program Overview

Mission

Organized for the creation of funds or endowments for the promotion of sound learning through the establishment of fellowships, awards & similar items.

Filing and Contact Details

Filer

Filer Name
Phi Beta Kappa Foundation
EIN
52-6063291
Phone
2022653808
Address
1606 NEW HAMPSHIRE AVE NW, WASHINGTON, DC 20009-2512

Signing Officer

Name
Frederick M Lawrence
Title
Secretary/CEO
Phone
2022653808
Signed
2022-06-10
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
1250 H STREET SUITE 700, WASHINGTON, DC 20005
Preparer
Elizabeth W Heller
Phone
2022932200
Raw XML Appendix95 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
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IRS990T/BooksInCareOfDetail/PhoneNum02022653808
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01606 NEW HAMPSHIRE AVE NW
IRS990T/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
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IRS990T/ItmzdSupplementalInfoGrp/ExplanationTxt0ELECTION TO WAIVE THE NET OPERATING LOSS CARRYBACK PERIODPHI BETA KAPPA FOUNDATION1606 NEW HAMPSHIRE AVENUE, NWWASHINGTON, DC 20009-2512EMPLOYER IDENTIFICATION NUMBER: 52-6063291FOR THE YEAR ENDING JULY 31, 2021PHI BETA KAPPA FOUNDATION HEREBY ELECTS, PURSUANT TO SEC. 172(B)(3) OF THE INTERNAL REVENUE CODE UNDER REV. PROC. 2020-24, TO RELINQUISH THE ENTIRE CARRYBACK PERIOD WITH RESPECT TO THE NET OPERATING LOSS INCURRED FOR THE TAX YEAR ENDED JULY 31, 2021, AND WILL HAVE SUCH LOSS AVAILABLE FOR CARRYFORWARD ONLY.
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IRS990T/TotalUBTIBeforeNOLSpecificAmt0-2023
IRS990T/TotalUBTIBeforeSection199AAmt0-2023
IRS990T/TotalUBTIComputedAmt0-2023
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ReturnHeader/Filer/PhoneNum02022653808
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01250 H STREET SUITE 700
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$49.3$1.60$47.7$4.37$2.50$1.86
2023Detailed filing. Detailed filing data is available for this year.$46.7$1.30$45.4$3.15$0.63$2.52
2022Detailed filing. Detailed filing data is available for this year.$41.9$0.77$41.1$1.38$0.65$0.74
2021Detailed filing. Detailed filing data is available for this year.$45.9$0.37$45.5$4.27$0.62$3.65
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$37.8$0.68$37.1$0.59$1.35$0.76
2019Detailed filing. Detailed filing data is available for this year.$37.6$0.80$36.8$0.68$1.93$1.26
2018Detailed filing. Detailed filing data is available for this year.$39.2$1.03$38.1$1.31$2.14$0.84
2017Detailed filing. Detailed filing data is available for this year.$38.7$0.92$37.8$1.76$2.06$0.31
2016Detailed filing. Detailed filing data is available for this year.$36.4$0.68$35.8$1.01$1.98$0.97
2015Detailed filing. Detailed filing data is available for this year.$37.5$0.54$37.0$1.56$1.90$0.34
2014Detailed filing. Detailed filing data is available for this year.$38.8$0.45$38.4$1.84$1.68$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.3$0.32$36.0$1.56
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.4$0.31$33.1$1.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.5$1.98$32.5$1.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.8$3.75$28.0$1.20