Civic Intelligence

Phi Alpha National Honor Society

990 • Fiscal year 2013 • EIN 77-0705326

Jul 01, 2012 to Jun 30, 2013 • Filed on Oct 24, 2013

Organization ProfileWWW.PHIALPHA.ORG
Etsu-box 7064537614
Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$427,252

Up $49,441 (+13%) from 2012

Net Assets

Up

$427,252

Up $49,441 (+13%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$123,662

Down $26 (-0.0%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$800K$600K$400K$200K$0Assets 2012: $377,811Liabilities 2012: $0Net Assets 2012: $377,8112012Assets 2013: $427,252Liabilities 2013: $0Net Assets 2013: $427,2522013Assets 2014: $455,890Liabilities 2014: $0Net Assets 2014: $455,8902014Assets 2015: $478,238Liabilities 2015: $0Net Assets 2015: $478,2382015Assets 2016: $505,792Liabilities 2016: $0Net Assets 2016: $505,7922016Assets 2017: $584,433Liabilities 2017: $0Net Assets 2017: $584,4332017Assets 2018: $686,843Liabilities 2018: $0Net Assets 2018: $686,8432018Assets 2019: $759,402Liabilities 2019: $0Net Assets 2019: $759,4022019Assets 2020: $620,794Liabilities 2020: $0Net Assets 2020: $620,7942020Assets 2021: $671,005Liabilities 2021: $0Net Assets 2021: $671,0052021Assets 2022: $656,110Liabilities 2022: $0Net Assets 2022: $656,1102022Assets 2023: $610,018Liabilities 2023: $0Net Assets 2023: $610,0182023Assets 2024: $492,168Liabilities 2024: $0Net Assets 2024: $492,1682024

Highlighted filing

2013

Assets$427,252
Liabilities$0
Net Assets$427,252
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2012: $158,284Expenses 2012: $123,688Net Income 2012: $34,5962012Expenses 2013: $123,6622013Revenue 2014: $181,389Expenses 2014: $158,422Net Income 2014: $22,9672014Revenue 2015: $206,329Expenses 2015: $184,020Net Income 2015: $22,3092015Revenue 2016: $239,525Expenses 2016: $211,454Net Income 2016: $28,0712016Revenue 2017: $337,436Expenses 2017: $264,845Net Income 2017: $72,5912017Revenue 2018: $343,948Expenses 2018: $245,180Net Income 2018: $98,7682018Revenue 2019: $357,879Expenses 2019: $286,834Net Income 2019: $71,0452019Revenue 2020: $193,028Expenses 2020: $330,228Net Income 2020: -$137,2002020Revenue 2021: $291,161Expenses 2021: $254,636Net Income 2021: $36,5252021Revenue 2022: $289,361Expenses 2022: $312,531Net Income 2022: -$23,1702022Revenue 2023: $357,851Expenses 2023: $406,253Net Income 2023: -$48,4022023Revenue 2024: $266,540Expenses 2024: $394,844Net Income 2024: -$128,3042024

Highlighted filing

2013

Revenue-
Expenses$123,662
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Oct 24, 2013
Return Version
2012v2.3
Gross Receipts
$168,679
Mission and Program Overview

Mission

The purposes of phi alpha honor society are to provide a closer bond among students of social work and promote humanitarian goals and ideals. Phi alpha fosters high standards of education for social workers and invites into membership those who have attained excellence in scholarship and achievement in social work.

Filing and Contact Details

Filer

EIN
77-0705326
Raw XML Appendix341 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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IRS990/ActivityOrMissionDescription0THE PURPOSES OF PHI ALPHA HONOR SOCIETY ARE TO PROVIDE A CLOSER BOND AMONG STUDENTS OF SOCIAL WORK AND PROMOTE HUMANITARIAN GOALS AND IDEALS. PHI ALPHA FOSTERS HIGH STANDARDS OF EDUCATION FOR SOCIAL WORKERS AND INVITES INTO MEMBERSHIP THOSE WHO HAVE ATTAINED EXCELLENCE IN SCHOLARSHIP AND ACHIEVEMENT IN SOCIAL WORK.
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IRS990/Description0THE NATIONAL OFFICE AWARDS UP TO FOUR CHAPTER SERVICE AWARDS OF 500.00 EACH PER YEAR IN ORDER TO FURTHER THE GENERAL PURPOSES OF PHI ALPHA. THE CHAPTER SERVICE AWARDS HAVE BEEN ESTABLISHED TO RECOGNIZE AND REWARD CHAPTER ACHIEVEMENT IN FULFILLING THE CORE VALUES OF PHI ALPHA NATIONAL HONOR SOCIETY AND THE SOCIAL WORK PROFESSION. IT PROVIDES A MEANS TO REWARD QUALITY, EFFECTIVE AND ACTIVE PHI ALPHA CHAPTERS AND TO ENCOURAGE FURTHER CHAPTER INVOLVEMENT. THE NATIONAL OFFICE WILL CONTINUE TO ISSUE FOUR AWARDS OF 500.00 EACH ANNUALLY ON SEPTEMBER 1. PHI ALPHA REIMBURSES UP TO 1,000 PER CHAPTER IN TRAVEL EXPENSES TO PARTICIPATE IN THE POSTER PRESENTATION SESSION AT THE PHI ALPHA INTERNATIONAL BUSINESS MEETING AT THE COUNCIL ON SOCIAL WORK EDUCATION ANNUAL PROGRAM MEETING HELD EACH FALL. PATTY GIBBS-WAHLBERG SCHOLARSHIP RECOGNIZES STUDENT SCHOLARSHIP, SERVICE AND LEADERSHIP. AWARDS OF 3,000, 2,000 AND 1,000 ARE PRESENTED EACH YEAR. THE FIRST PLACE WINNER WILL RECEIVE AN ALL-EXPENSES-PAID TRIP TO PRESENT HIS OR HER WORK AT THE ASSOCIATION OF BACCALAUREATE PROGRAM DIRECTORS CONFERENCE HELD EACH SPRING. POSTER PRESENTATION COMPETITION RECOGNIZES OUTSTANDING SERVICE BY CHAPTERS. AWARDS TOTALING 600 ARE PRESENTED EACH YEAR. THE COMPETITION IS HELD IN CONJUNCTION WITH THE PHI ALPHA INTERNATIONAL BUSINESS MEETING AT THE COUNCIL ON SOCIAL WORK EDUCATION ANNUAL PROGRAM MEETING. ADVISOR OF THE YEAR RECOGNIZES OUTSTANDING SERVICE TO CHAPTERS. ADVISORS ARE NOMINATED BY THEIR STUDENTS. A PLAQUE IS AWARDED. PHI ALPHA REIMBURSES THE WINNER UP TO 1,000 IN TRAVEL EXPENSES TO RECEIVE THE AWARD AT THE PHI ALPHA INTERNATIONAL BUSINESS MEETING AT THE COUNCIL ON SOCIAL WORK EDUCATION ANNUAL PROGRAM MEETING. STUDENT LEADERSHIP AWARD RECOGNIZES OUTSTANDING STUDENT LEADERSHIP CONSISTENT WITH THE IDEALS AND MISSION OF PHI ALPHA. THE FOCUS OF THE APPLICATION IS THE STUDENT'S LEADERSHIP, SERVICE, IMPACT AND COMMITMENT. THE AWARDS ARE (1ST) 1,000, (2ND) 750 AND (3RD) 500. THE FIRST PLACE SELECTION WILL RECEIVE AN ALL-EXPENSES-PAID TRIP TO RECEIVE THEIR AWARD AT THE PHI ALPHA HONOR SOCIETY INTERNATIONAL BUSINESS MEETING HELD DURING THE COUNCIL ON SOCIAL WORK EDUCATION ANNUAL PROGRAM MEETING. STUDENTS ARE NOMINATED BY THEIR PHI ALPHA CHAPTER ADVISOR. STUDENTS MUST BE ACTIVE LEADERS OF A PHI ALPHA CHAPTER TO BE NOMINATED.
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IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant0CHAPTER SERVICE AWARD
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IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant2ADVISOR OF THE YEAR AWARD
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IRS990ScheduleO/GeneralExplanation/Explanation0THE PURPOSES OF PHI ALPHA HONOR SOCIETY ARE TO PROVIDE A CLOSER BOND AMONG STUDENTS OF SOCIAL WORK AND PROMOTE HUMANITARIAN GOALS AND IDEALS. PHI ALPHA FOSTERS HIGH STANDARDS OF EDUCATION FOR SOCIAL WORKERS AND INVITES INTO MEMBERSHIP THOSE WHO HAVE ATTAINED EXCELLENCE IN SCHOLARSHIP AND ACHIEVEMENT IN SOCIAL WORK.
IRS990ScheduleO/GeneralExplanation/Explanation1VOLUNTEERS SERVE AS CHAPTER ADVISORS WHO OVERSEE THE INDIVIDUAL CHAPTER PROGRAM INCLUDING THE FOLLOWING: COMMUNITY PROJECTS, MEETINGS, VERIFICATION OF GPA AND PAYMENT. VOLUNTEERS ALSO SERVE AS EXECUTIVE BOARD MEMBERS WHO ARE THE DECISION MAKING BODY OF PHI ALPHA'S ORGANIZATION IN WHICH ACTIVITIES INCLUED THE FOLLOWING: MEMBERSHIP, SCHOLARSHIPS, CHAPTER SERVICE AWARDS, POSTER BOARD PRESENTATIONS.
IRS990ScheduleO/GeneralExplanation/Explanation2PATTY GIBBS-WAHLBERG SCHOLARSHIP RECOGNIZES STUDENT SCHOLARSHIP, SERVICE AND LEADERSHIP. AWARDS OF 3,000, 2,000 AND 1,000 ARE PRESENTED EACH YEAR. THE FIRST PLACE WINNER WILL RECEIVE AN ALL-EXPENSES-PAID TRIP TO PRESENT HIS OR HER WORK AT THE ASSOCIATION OF BACCALAUREATE PROGRAM DIRECTORS CONFERENCE HELD EACH SPRING. POSTER PRESENTATION COMPETITION RECOGNIZES OUTSTANDING SERVICE BY CHAPTERS. AWARDS TOTALING 600 ARE PRESENTED EACH YEAR. THE COMPETITION IS HELD IN CONJUNCTION WITH THE PHI ALPHA INTERNATIONAL BUSINESS MEETING AT THE COUNCIL ON SOCIAL WORK EDUCATION ANNUAL PROGRAM MEETING. ADVISOR OF THE YEAR RECOGNIZES OUTSTANDING SERVICE TO CHAPTERS. ADVISORS ARE NOMINATED BY THEIR STUDENTS. A PLAQUE IS AWARDED. PHI ALPHA REIMBURSES THE WINNER UP TO 1,000 IN TRAVEL EXPENSES TO RECEIVE THE AWARD AT THE PHI ALPHA INTERNATIONAL BUSINESS MEETING AT THE COUNCIL ON SOCIAL WORK EDUCATION ANNUAL PROGRAM MEETING. STUDENT LEADERSHIP AWARD RECOGNIZES OUTSTANDING STUDENT LEADERSHIP CONSISTENT WITH THE IDEALS AND MISSION OF PHI ALPHA. THE FOCUS OF THE APPLICATION IS THE STUDENT'S LEADERSHIP, SERVICE, IMPACT AND COMMITMENT. THE AWARDS ARE (1ST) 1,000, (2ND) 750 AND (3RD) 500. THE FIRST PLACE SELECTION WILL RECEIVE AN ALL-EXPENSES-PAID TRIP TO RECEIVE THEIR AWARD AT THE PHI ALPHA HONOR SOCIETY INTERNATIONAL BUSINESS MEETING HELD DURING THE COUNCIL ON SOCIAL WORK EDUCATION ANNUAL PROGRAM MEETING. STUDENTS ARE NOMINATED BY THEIR PHI ALPHA CHAPTER ADVISOR. STUDENTS MUST BE ACTIVE LEADERS OF A PHI ALPHA CHAPTER TO BE NOMINATED.
IRS990ScheduleO/GeneralExplanation/Explanation3THE MEMBERS OF EACH CHAPTER ELECT SOMEONE TO REPRESENT THAT CHAPTER. THIS PERSON CAN VOTE ON VARIOUS ISSUES.
IRS990ScheduleO/GeneralExplanation/Explanation4SECTION 1. CHAPTERS OF THE SOCIETY SHALL BE ESTABLISHED ONLY AT COLLEGES AND UNIVERSITIES WITH GRADUATE SCHOOLS OR UNDERGRADUATE PROGRAMS ACCREDITED BY THE COUNCIL ON SOCIAL WORK EDUCATION. SECTION 2. EACH CHAPTER SHALL PROVIDE FOR ITS OWN REGULATIONS BY AN INDIVIDUAL CONSTITUTION AND BY-LAWS; PROVIDED THAT SUCH ARE NOT IN CONFLICT WITH THE NATIONAL CONSTITUTION AND STATUTES. SECTION 3. THE OFFICERS OF EACH CHAPTER SHALL CONSIST OF A PRESIDENT, A VICE-PRESIDENT, AND A SECRETARY-TREASURER. THE OFFICERS OF THE CHAPTER MUST BE ACTIVE MEMBERS WHO HAVE MAINTAINED THE SCHOLARSHIP REQUIREMENTS FOR INITIATION. ADDITIONAL OFFICERS MAY BE ADDED TO MEET THE NEEDS OF THE INDIVIDUAL CHAPTERS. SECTION 4. THE EXECUTIVE COUNCIL, FOR SUFFICIENT CAUSE, SHALL HAVE THE POWER TO WITHDRAW FROM ANY CHAPTER THE POWER TO EXERCISE ALL OR ANY PART OF ITS FUNCTION. SECTION 5. THE EXECUTIVE COUNCIL SHALL NOTIFY IN WRITING ANY CHAPTER IN CASE OF A DELINQUENCY WHICH MAY LEAD TO WITHDRAWAL OF SAID POWERS. IF SUCH DELINQUENCY IS NOT REMOVED WITHIN THREE ACADEMIC MONTHS FROM THE DATE OF NOTIFICATION, THE CHAPTER WILL BE PLACED ON PROBATION FOR A PERIOD OF THREE ACADEMIC MONTHS. IF AT THE END OF THIS PROBATION SAID DELINQUENCY STILL EXISTS, THE EXECUTIVE COUNCIL SHALL HAVE THE POWER TO SUSPEND OR TO TAKE ANY ACTION IT DEEMS NECESSARY FOR THE GOOD OF THE SOCIETY. SECTION 6. THE CHAPTERS SHALL BE DESIGNATED IN THE ORDER OF THEIR INSTALLATION ACCORDING TO THE LETTERS OF THE GREEK ALPHABET.
IRS990ScheduleO/GeneralExplanation/Explanation5NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/GeneralExplanation/Explanation6NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/GeneralExplanation/Identifier0ORGANIZATION'S MISSION
IRS990ScheduleO/GeneralExplanation/Identifier1EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS
IRS990ScheduleO/GeneralExplanation/Identifier2FIRST ACCOMPLISHMENT DESCRIPTION
IRS990ScheduleO/GeneralExplanation/Identifier3DECISIONS SUBJECT TO APPROVAL OF MEMBERS
IRS990ScheduleO/GeneralExplanation/Identifier4POLICIES AND PROCEDURES GOVERNING CHAPTERS
IRS990ScheduleO/GeneralExplanation/Identifier5ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier6GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PAGE 6, PART VI, LINE 10B
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PAGE 6, PART VI, LINE 11B
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IRS990/TotalAssets/EOY0427252
IRS990/TotalAssetsEOY0427252
IRS990/TotalCompGT150K0false
IRS990/TotalContributions09600
IRS990/TotalExpensesCurrentYear0123662
IRS990/TotalExpensesPriorYear0123688
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral017650
IRS990/TotalFunctionalExpenses/ProgramServices0106012
IRS990/TotalFunctionalExpenses/Total0123662
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY0377814
IRS990/TotalLiabNetAssetsFundBalances/EOY0427252
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers0418
IRS990/TotalNetAssetsFundBalances/BOY0377814
IRS990/TotalNetAssetsFundBalances/EOY0427252
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceExpense0106012
IRS990/TotalProgramServiceRevenue0156822
IRS990/TotalReportableCompFrmRltdOrgs054291
IRS990/TotalRevenueCurrentYear0168086
IRS990/TotalRevenue/ExclusionAmount0757
IRS990/TotalRevenuePriorYear0158284
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome0157729
IRS990/TotalRevenue/TotalRevenueColumn0168086
IRS990/TransfersToExemptNonChrtblOrg0false
IRS990/Travel/ProgramServices08344
IRS990/Travel/Total08344
IRS990/TypeOfOrganizationAssociation0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UnrestrictedNetAssets/BOY0377814
IRS990/UnrestrictedNetAssets/EOY0427252
IRS990/UponRequest0X
IRS990/WebSite0WWW.PHIALPHA.ORG
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation01960
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0770705326
ReturnHeader/Filer/Name/BusinessNameLine10PHI ALPHA HONOR SOCIETY
ReturnHeader/Filer/NameControl0PHIA
ReturnHeader/Filer/Phone04234397467
ReturnHeader/Filer/USAddress/AddressLine10ETSU-BOX 70645
ReturnHeader/Filer/USAddress/City0JOHNSON CITY
ReturnHeader/Filer/USAddress/State0TN
ReturnHeader/Filer/USAddress/ZIPCode037614
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-10-24
ReturnHeader/Officer/Name0DR PAUL BAGGETT
ReturnHeader/Officer/Phone04234397467
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-11-08
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10LEWIS & ASSOCIATES PC CPAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PRINCETON PROF BLDG 136 PRINCETON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0JOHNSON CITY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode037601
ReturnHeader/Preparer/Name0THOMAS W TURBYFIELD
ReturnHeader/Preparer/Phone04239265138
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-08T10:34:45-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$427,252
Liabilities
$0
Net assets
$427,252
Revenue
-
Expenses
$123,662
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$2.67$3.95$1.28
2023Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$3.58$4.06$0.48
2022Detailed filing. Detailed filing data is available for this year.$6.56$0.00$6.56$2.89$3.13$0.23
2021Detailed filing. Detailed filing data is available for this year.$6.71$0.00$6.71$2.91$2.55$0.37
2020Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$1.93$3.30$1.37
2019Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$3.58$2.87$0.71
2018Detailed filing. Detailed filing data is available for this year.$6.87$0.00$6.87$3.44$2.45$0.99
2017Detailed filing. Detailed filing data is available for this year.$5.84$0.00$5.84$3.37$2.65$0.73
2016Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$2.40$2.11$0.28
2015Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$2.06$1.84$0.22
2014Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$1.81$1.58$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.27$0.00$4.27$1.24
2012Summary only. Only limited summary data is available for this year.$3.78$0.00$3.78$1.58$1.24$0.35