Civic Intelligence

Phi Beta Kappa Alpha of Virginia

990 • Fiscal year 2018 • EIN 54-6073834

Apr 01, 2017 to Mar 31, 2018 • Filed on Feb 08, 2019

Organization ProfileN/A
Coll/William Mary PO Box 8795Williamsburg, VA 23187

(757) 221-2381

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,130,190

Flat from 2018

Net Assets

Flat

$1,130,190

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$134,954

Flat from 2018

Expenses

Flat

$44,465

Flat from 2018

Net Income

Flat

$90,489

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$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 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

2018

Assets$1,130,190
Liabilities$0
Net Assets$1,130,190
Open 2018 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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 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

2018

Revenue$134,954
Expenses$44,465
Net Income$90,489
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Feb 8, 2019
Return Version
2017v2.2
Gross Receipts
$134,954
Mission and Program Overview

Mission

Promote Scholastic Achievement

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,039,698$1,130,190▲ $90,492
Investments in Publicly Traded Securities$933,897$1,027,114▲ $93,217
Savings and Temporary Cash Investments$82,965$27,445▼ $55,520
Cash and Non-Interest-Bearing Accounts$110$17,954▲ $17,844
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$1,039,698$1,130,190▲ $90,492
Other Assets Total$22,726$57,677▲ $34,951
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,039,698$1,130,190▲ $90,492
Total Liabilities and Net Assets / Fund Balance$1,039,698$1,130,190▲ $90,492
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lynn PasquerallaPresident
Matthew AllarVice President
Kathleen JenkinsHistorian
Jonathan ScheererMarshal
Christopher J AbeltRec. Secy
Peter McHenryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$15,646
Program Service Revenue
$20,251
Investment Income
$99,057
Other Revenue
$0
All Other Contributions
$15,646
Change in Net Assets
$90,489
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$29,441
Grants and Similar Amounts Paid$15,024
Total Fundraising Expense$528
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$15,024--$15,024
Payments to Affiliates$7,350--$7,350
Other Expenses$20,350$1,038$528$528
Fees for Service Investment Mgmnt Fees-$175-$175
Total Functional Expenses$42,724$1,213$528$44,465
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
Annual disclosure for covered persons
No
Backup withholding compliance
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, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“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
2019-02-08
Discuss with paid preparer
Yes

Organization Details

Formed
1776
Legal Domicile
Va
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
6

Preparer

Firm
Watson Mowry Pc
Address
5372 Discovery Park Blvd Ste 103, Williamsburg, VA 23188
Preparer
Jodi W Mowry
Phone
7576454863
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: Initiation expense-PBK keys; dinner-expense partially paid by member assessments; balance paid from investment income derived from specific funding for stated purpose. OTHER PROGRAM SERVICES 5: Annual dues to PBK parent organization”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Rounding = $3”

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, 2018.”

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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt015646
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt015880
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt016235
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt070372
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt019207
IRS990ScheduleA/Total509Grp/TotalAmt0137340
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt015936
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt016448
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt070507
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt019207
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0137744
IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt057677
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt013024
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt12000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Awards
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt016
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: Initiation expense-PBK keys; dinner-expense partially paid by member assessments; balance paid from investment income derived from specific funding for stated purpose. OTHER PROGRAM SERVICES 5: Annual dues to PBK parent organization
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Rounding = $3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Non-discriminatory faculty awards paid from the Rockefeller Faculty Award Fund as stipulated. Two were awarded in the tax year ending March 31, 2018.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990 Part III Line 4D - Other Program Services Description
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01039698
IRS990/TotalAssetsEOYAmt01130190
IRS990/TotalAssetsGrp/BOYAmt01039698
IRS990/TotalAssetsGrp/EOYAmt01130190
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt015646
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0528
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01213
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt042724
IRS990/TotalFunctionalExpensesGrp/TotalAmt044465
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01130190
IRS990/TotalOtherProgSrvcExpenseAmt02000
IRS990/TotalOtherProgSrvcGrantAmt02000
IRS990/TotalProgramServiceExpensesAmt042724
IRS990/TotalProgramServiceRevenueAmt020251
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0119308
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0134954
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01039698
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01130190
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Peter McHenry
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-08
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/PreparerFirmGrp/PreparerFirmEIN0272583006
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WATSON MOWRY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05372 Discovery Park Blvd Ste 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Williamsburg
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023188
ReturnHeader/PreparerPersonGrp/PhoneNum07576454863
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jodi W Mowry
ReturnHeader/ReturnTs02019-02-08T07:12:39-08:00
ReturnHeader/ReturnTypeCd0990

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,130,190
Liabilities
$0
Net assets
$1,130,190
Revenue
$134,954
Expenses
$44,465
Net income
$90,489
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
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