Civic Intelligence

Phi Beta Kappa Foundation

990T • Fiscal year 2024 • EIN 52-6063291

Aug 01, 2023 to Jul 31, 2024 • Filed on Jun 12, 2025

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

(202) 265-3808

Siviq Scores

Scores are not available for this record yet.

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, 2023 to Jul 31, 2024
Signed
Jun 12, 2025
Return Version
2023v8.0
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
Amber Elaine Cox
Title
Assoc Secretary/COO
Phone
2022653808
Signed
2025-06-12
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
7351 OFFICE PARK PLACE, MELBOURNE, FL 32940-8229
Preparer
Kelli Peck
Phone
3217516200
Raw XML Appendix88 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
IRS990T/BooksInCareOfDetail/PersonNm0PHI BETA KAPPA SOCIETY
IRS990T/BooksInCareOfDetail/PhoneNum02022653808
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01606 NEW HAMPSHIRE AVE NW
IRS990T/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0200092512
IRS990T/BookValueAssetsEOYAmt049322785
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/AppliedToESTaxAmt01960
IRS990T/OverpaymentSection/OverpaymentAmt01960
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt011611
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0523000
IRS990T/PriorYearOverpaymentCreditAmt01960
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt02780
IRS990TScheduleA/OtherIncomeAmt0-4232
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt0250
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt03030
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-4232
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-4232
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0QPI PASSTHROUGH INCOME
IRS990TScheduleA/UBIBeforeNOLDedAmt0-7262
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-7262
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt01960
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMBER ELAINE COX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSOC SECRETARY/COO
ReturnHeader/BusinessOfficerGrp/PhoneNum02022653808
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI BETA KAPPA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHIB
ReturnHeader/Filer/EIN0526063291
ReturnHeader/Filer/PhoneNum02022653808
ReturnHeader/Filer/USAddress/AddressLine1Txt01606 NEW HAMPSHIRE AVE NW
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd0200092512
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07351 OFFICE PARK PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MELBOURNE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0329408229
ReturnHeader/PreparerPersonGrp/PhoneNum03217516200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLI PECK
ReturnHeader/ReturnTs02025-06-16T08:32:44-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
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
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
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
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