Civic Intelligence

Phi Beta Kappa Alpha of Virginia

EIN 54-6073834 • 501(c)3 • Williamsburg, VA

Profile

Promote Scholastic Achievement

Coll/William Mary PO Box 8795Williamsburg, VA 23187

n/A

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

97th percentile

84%

Higher net margin than 97% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

65th percentile

10%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

76th percentile

29%

Faster revenue growth than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,820,312

Up $75,386 (+4.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,820,312

Up $75,386 (+4.3%) from 2024

Operations
Liabilities / Revenue19th percentileNet Margin97th percentile

Revenue

Down

$232,127

Down $67,482 (-23%) from 2024

Expenses

Down

$37,092

Down $15,635 (-30%) from 2024

Net Income

Down

$195,035

Down $51,847 (-21%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $801,427Liabilities 2012: $0Net Assets 2012: $801,4272012Assets 2013: $753,337Liabilities 2013: $0Net Assets 2013: $753,3372013Assets 2014: $847,635Liabilities 2014: $0Net Assets 2014: $847,6352014Assets 2015: $948,401Liabilities 2015: $0Net Assets 2015: $948,4012015Assets 2016: $932,338Liabilities 2016: $0Net Assets 2016: $932,3382016Assets 2017: $1,039,698Liabilities 2017: $0Net Assets 2017: $1,039,6982017Assets 2018: $1,130,190Liabilities 2018: $0Net Assets 2018: $1,130,1902018Assets 2019: $1,189,912Liabilities 2019: $0Net Assets 2019: $1,189,9122019Assets 2020: $1,116,232Liabilities 2020: $0Net Assets 2020: $1,116,2322020Assets 2021: $1,520,984Liabilities 2021: $0Net Assets 2021: $1,520,9842021Assets 2022: $1,616,475Liabilities 2022: $0Net Assets 2022: $1,616,4752022Assets 2023: $1,498,044Liabilities 2023: $0Net Assets 2023: $1,498,0442023Assets 2024: $1,744,926Liabilities 2024: $0Net Assets 2024: $1,744,9262024Assets 2025: $1,820,312Liabilities 2025: $0Net Assets 2025: $1,820,3122025

Highlighted filing

2025

Assets$1,820,312
Liabilities$0
Net Assets$1,820,312
Open 2025 Filing

Operations Trend

Revenue Growth76th percentile

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

$600K$400K$200K$0-$200KRevenue 2012: $88,667Expenses 2012: $50,062Net Income 2012: $38,6052012Revenue 2013: $67,338Expenses 2013: $43,266Net Income 2013: $24,0722013Revenue 2014: $71,104Expenses 2014: $39,842Net Income 2014: $31,2622014Revenue 2015: $147,235Expenses 2015: $46,013Net Income 2015: $101,2222015Revenue 2016: $85,220Expenses 2016: $51,064Net Income 2016: $34,1562016Revenue 2017: $71,908Expenses 2017: $47,833Net Income 2017: $24,0752017Revenue 2018: $134,954Expenses 2018: $44,465Net Income 2018: $90,4892018Revenue 2019: $109,873Expenses 2019: $50,092Net Income 2019: $59,7812019Revenue 2020: -$29,135Expenses 2020: $44,545Net Income 2020: -$73,6802020Revenue 2021: $423,439Expenses 2021: $18,687Net Income 2021: $404,7522021Revenue 2022: $136,736Expenses 2022: $41,245Net Income 2022: $95,4912022Revenue 2023: $138,454Expenses 2023: $256,885Net Income 2023: -$118,4312023Revenue 2024: $299,609Expenses 2024: $52,727Net Income 2024: $246,8822024Revenue 2025: $232,127Expenses 2025: $37,092Net Income 2025: $195,0352025

Highlighted filing

2025

Revenue$232,127
Expenses$37,092
Net Income$195,035
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$1,820,312
Liabilities
$0
Net assets
$1,820,312
Revenue
$232,127
Expenses
$37,092
Net income
$195,035
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.23$0.04$0.20
2024Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.30$0.05$0.25
2023Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.14$0.26$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.14$0.04$0.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.00$1.52$0.42$0.02$0.40
2020Summary only. Only limited summary data is available for this year.$1.12$0.00$1.12$0.03$0.04$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.11$0.05$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.13$0.04$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.07$0.05$0.02
2016Summary only. Only limited summary data is available for this year.$0.93$0.00$0.93$0.09$0.05$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.15$0.05$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.07$0.04$0.03
2013Summary only. Only limited summary data is available for this year.$0.75$0.00$0.75$0.07$0.04$0.02
2012Summary only. Only limited summary data is available for this year.$0.80$0.00$0.80$0.09$0.05$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jan 29, 2026
Return Version
2024v5.2
Gross Receipts
$252,574
Mission and Program Overview

Mission

Promote Scholastic Achievement

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,744,926$1,820,312▲ $75,386
Investments in Publicly Traded Securities$1,691,358$1,752,121▲ $60,763
Cash and Non-Interest-Bearing Accounts$47,413$62,042▲ $14,629
Savings and Temporary Cash Investments$6,155$6,149▼ $6
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,744,926$1,820,312▲ $75,386
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,744,926$1,820,312▲ $75,386
Total Liabilities and Net Assets / Fund Balance$1,744,926$1,820,312▲ $75,386
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Brian BlountPresident
Jonathan ScheererVice President
Georgia IrbyHistorian
Scott IckesMarshal
Christopher J AbeltRec. Secy
Suzanne C HagedornSecretary
Peter McHenryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,720
Program Service Revenue
$0
Investment Income
$224,407
Other Revenue
$0
All Other Contributions
$3,450
Change in Net Assets
$195,035
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$31,742
Grants and Similar Amounts Paid$5,350
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$15,801--$15,801
Grants to Domestic Individuals$5,350--$5,350
Fees for Services Accounting-$1,467-$1,467
Other Expenses$9,314$160-$160
Total Functional Expenses$30,465$6,627$0$37,092
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
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

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“Available upon request.”

Filing and Contact Details

Filer

Filer Name
Phi Beta Kappa Alpha of Virginia
EIN
54-6073834
Phone
7572212381
Address
Coll/William Mary PO Box 8795, Williamsburg, VA 23187

Signing Officer

Name
Peter McHenry
Title
Treasurer
Signed
2026-01-29
Discuss with paid preparer
Yes

Organization Details

Formed
1776
Legal Domicile
Va
Voting Board Members
7
Independent Board Members
0
Employees
0
Volunteers
7

Preparer

Firm
Watson Mowry PC
Address
5330 Discovery Park Blvd Ste 100, Williamsburg, VA 23188
Preparer
Jodi W Mowry
Phone
7576454863
Supplemental Narrative

Additional Explanations

Form 990 Part III Line 4D - Other Program Services Description

“Non-discriminatory faculty awards paid from the Rockefeller Faculty Award Fund as stipulated. Two were awarded in the tax year ending March 31, 2019.”

Raw XML AppendixShowing 400 of 403 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.

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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09578
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt012955
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06843
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08720
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt045816
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt084
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0114
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt084
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt12000
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Non-discriminatory faculty awards paid from the Rockefeller Faculty Award Fund as stipulated. Two were awarded in the tax year ending March 31, 2019.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 Part III Line 4D - Other Program Services Description
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IRS990/TotalContributionsAmt07720
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IRS990/TotalFunctionalExpensesGrp/TotalAmt037092
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IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0224407
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0232127
IRS990/TotalVolunteersCnt07
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01820312
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IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0Coll/William Mary PO Box 8795
IRS990/USAddress/CityNm0Williamsburg
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd0231878795
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Peter McHenry
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI BETA KAPPA ALPHA OF VIRGINIA
ReturnHeader/Filer/BusinessNameControlTxt0PHIB
ReturnHeader/Filer/EIN0546073834
ReturnHeader/Filer/PhoneNum07572212381
ReturnHeader/Filer/USAddress/AddressLine1Txt0Coll/William Mary PO Box 8795
ReturnHeader/Filer/USAddress/CityNm0Williamsburg
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023187
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272583006
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Watson Mowry PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05330 Discovery Park Blvd Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Williamsburg
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023188
ReturnHeader/PreparerPersonGrp/PhoneNum07576454863
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jodi W Mowry
ReturnHeader/ReturnTs02026-01-29T08:19:13-08:00
ReturnHeader/ReturnTypeCd0990

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