Civic Intelligence

Phi Beta Kappa Alumni in Southern

EIN 95-6096554 • 501(c)3 • Pacific Palisades, CA

Profile

Phi beta kappa alumni in southern california offers educational scholarships to students and provides educational events for members.

568 Almar AvePacific Palisades, CA 90272

pbksocalalumni.com

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

58th percentile

1.6%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

30th percentile

-26%

Faster revenue growth than 30% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$98,217

Up $1,527 (+1.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$98,217

Up $1,527 (+1.6%) from 2024

Revenue

Down

$12,785

Down $4,436 (-26%) from 2024

Expenses

Down

$11,258

Down $1,282 (-10%) from 2024

Net Income

Down

$1,527

Down $3,154 (-67%) from 2024

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $65,632Liabilities 2011: $0Net Assets 2011: $65,6322011Assets 2012: $74,823Liabilities 2012: $0Net Assets 2012: $74,8232012Assets 2013: $88,350Liabilities 2013: $0Net Assets 2013: $88,3502013Assets 2014: $104,842Liabilities 2014: $0Net Assets 2014: $104,8422014Assets 2016: $109,139Liabilities 2016: $0Net Assets 2016: $109,1392016Assets 2017: $113,533Liabilities 2017: $0Net Assets 2017: $113,5332017Assets 2018: $97,635Liabilities 2018: $0Net Assets 2018: $97,6352018Assets 2019: $91,377Liabilities 2019: $0Net Assets 2019: $91,3772019Assets 2020: $87,483Liabilities 2020: $0Net Assets 2020: $87,4832020Assets 2021: $90,732Liabilities 2021: $0Net Assets 2021: $90,7322021Assets 2022: $96,263Liabilities 2022: $0Net Assets 2022: $96,2632022Assets 2023: $92,009Liabilities 2023: $0Net Assets 2023: $92,0092023Assets 2024: $96,690Liabilities 2024: $0Net Assets 2024: $96,6902024Assets 2025: $98,217Liabilities 2025: $0Net Assets 2025: $98,2172025

Highlighted filing

2025

Assets$98,217
Liabilities$0
Net Assets$98,217

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $67,209Expenses 2011: $50,186Net Income 2011: $17,0232011Revenue 2012: $66,731Expenses 2012: $57,540Net Income 2012: $9,1912012Expenses 2013: $49,5682013Revenue 2014: $68,072Expenses 2014: $51,582Net Income 2014: $16,4902014Revenue 2016: $58,500Expenses 2016: $55,930Net Income 2016: $2,5702016Revenue 2017: $60,891Expenses 2017: $56,496Net Income 2017: $4,3952017Revenue 2018: $57,825Expenses 2018: $73,723Net Income 2018: -$15,8982018Revenue 2019: $35,301Expenses 2019: $41,559Net Income 2019: -$6,2582019Revenue 2020: $35,235Expenses 2020: $39,129Net Income 2020: -$3,8942020Revenue 2021: $25,745Expenses 2021: $22,497Net Income 2021: $3,2482021Revenue 2022: $27,256Expenses 2022: $21,725Net Income 2022: $5,5312022Revenue 2023: $15,035Expenses 2023: $19,289Net Income 2023: -$4,2542023Revenue 2024: $17,221Expenses 2024: $12,540Net Income 2024: $4,6812024Revenue 2025: $12,785Expenses 2025: $11,258Net Income 2025: $1,5272025

Highlighted filing

2025

Revenue$12,785
Expenses$11,258
Net Income$1,527

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.13$0.11$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.17$0.13$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.15$0.19$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.27$0.22$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.26$0.22$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.35$0.39$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.35$0.42$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.58$0.74$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.61$0.56$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.59$0.56$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.68$0.52$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.00$0.88$0.50
2012Summary only. Only limited summary data is available for this year.$0.75$0.00$0.75$0.67$0.58$0.09
2011Summary only. Only limited summary data is available for this year.$0.66$0.00$0.66$0.67$0.50$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$13,552
Mission and Program Overview

Mission

Phi beta kappa alumni in southern california offers educational scholarships to students and provides educational events for members.

Program Services

DescriptionGrantsExpenses
OFFER SMALL SCHOLARSHIPS TO NUMEROUS STUDENTS SELECTED BY THEIR SCHOOLS.$5,500$5,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETTE NAPOLI HARRISNewsletter And Programs Co-$0--
CAROLANN BENNETTGraduate Study Scholarship-$0--
ELLA SINFIELDSecretary, And VP Programs-$0--
HELEN LEEEvp, Chair High School ScholarshipsPT$0--
JAEL GALLAGHERSVP And VP, Programs-$0--
JAMES J HERRCouncilor-$0--
JAMES RAGANCouncilor-$0--
JOAN CHU REESETreasurer-$0--
MELISA C GALVANPresident And WebmasterPT$0--
ROGER ZHANGCouncilor And VP, Young Pr-$0--
STEFAN JAMES KIRCHANSKICouncilor-$0--
Filing and Contact Details

Filer

Filer Name
Phi Beta Kappa Alumni in Southern
EIN
95-6096554
Phone
3109988588
Address
258 BARLOCK AVE, LOS ANGELES, CA 90049

Signing Officer

Name
Joan Chu Reese
Title
Treasurer
Phone
3109988588
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Frazer Llp
Address
2400 E KATELLA AVE STE 900, ANAHEIM, CA 92806
Preparer
Jane M Warren
Phone
7149901040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: interest income - morgan stanley #5045. Amount: 7.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarship. Grantee name: courtauld institute. Grantee address: vernon square, penton rise, london wc1x 9ew london, united kingdom. Date of gift: 06/30/25. Amount given: 750.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarship. Grantee name: brown university. Grantee address: 155 angell street providence, ri 02912. Date of gift: 06/24/25. Amount given: 1,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarship. Grantee name: university of california, santa barbara. Grantee address: university of california, santa barbara santa barbara, ca 93106. Date of gift: 06/12/25. Amount given: 1,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarship. Grantee name: university of california, los angeles. Grantee address: los angeles, ca 90095 los angeles, ca 90095. Date of gift: 10/09/24. Amount given: 750.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarship. Grantee name: university of california, davis. Grantee address: 1 shields ave davis, ca 95616. Date of gift: 08/16/24. Amount given: 1,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarship. Grantee name: san jose state university. Grantee address: 1 washington sq san jose, ca 95192. Date of gift: 08/13/24. Amount given: 1,000. Total included on form 990-ez, line 10: 5,500.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank and merchant fees. Amount: 290. Description: program management software. Amount: 5,304. Description: doj filing fee. Amount: 25. Description: domain hosting fee. Amount: 139. Total to form 990-ez, line 16: 5,758.

Raw XML Appendix205 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0NEWSLETTER AND PROGRAMS CO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1GRADUATE STUDY SCHOLARSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY, AND VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EVP, CHAIR HIGH SCHOOL SCHOLARSHIPS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6COUNCILOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PRESIDENT AND WEBMASTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9COUNCILOR AND VP, YOUNG PR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10COUNCILOR
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IRS990EZ/PrimaryExemptPurposeTxt0PHI BETA KAPPA ALUMNI IN SOUTHERN CALIFORNIA OFFERS EDUCATIONAL SCHOLARSHIPS TO STUDENTS AND PROVIDES EDUCATIONAL EVENTS FOR MEMBERS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME - MORGAN STANLEY #5045. AMOUNT: 7.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: COURTAULD INSTITUTE. GRANTEE ADDRESS: VERNON SQUARE, PENTON RISE, LONDON WC1X 9EW LONDON, UNITED KINGDOM. DATE OF GIFT: 06/30/25. AMOUNT GIVEN: 750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: BROWN UNIVERSITY. GRANTEE ADDRESS: 155 ANGELL STREET PROVIDENCE, RI 02912. DATE OF GIFT: 06/24/25. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: UNIVERSITY OF CALIFORNIA, SANTA BARBARA. GRANTEE ADDRESS: UNIVERSITY OF CALIFORNIA, SANTA BARBARA SANTA BARBARA, CA 93106. DATE OF GIFT: 06/12/25. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: UNIVERSITY OF CALIFORNIA, LOS ANGELES. GRANTEE ADDRESS: LOS ANGELES, CA 90095 LOS ANGELES, CA 90095. DATE OF GIFT: 10/09/24. AMOUNT GIVEN: 750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: UNIVERSITY OF CALIFORNIA, DAVIS. GRANTEE ADDRESS: 1 SHIELDS AVE DAVIS, CA 95616. DATE OF GIFT: 08/16/24. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: SAN JOSE STATE UNIVERSITY. GRANTEE ADDRESS: 1 WASHINGTON SQ SAN JOSE, CA 95192. DATE OF GIFT: 08/13/24. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 5,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DESCRIPTION: BANK AND MERCHANT FEES. AMOUNT: 290. DESCRIPTION: PROGRAM MANAGEMENT SOFTWARE. AMOUNT: 5,304. DESCRIPTION: DOJ FILING FEE. AMOUNT: 25. DESCRIPTION: DOMAIN HOSTING FEE. AMOUNT: 139. TOTAL TO FORM 990-EZ, LINE 16: 5,758.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOAN CHU REESE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03109988588
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI BETA KAPPA ALUMNI IN SOUTHERN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CALIFORNIA
ReturnHeader/Filer/BusinessNameControlTxt0PHIB
ReturnHeader/Filer/EIN0956096554
ReturnHeader/Filer/PhoneNum03109988588
ReturnHeader/Filer/USAddress/AddressLine1Txt0258 BARLOCK AVE
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090049
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954108809
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRAZER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02400 E KATELLA AVE STE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANAHEIM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092806
ReturnHeader/PreparerPersonGrp/PhoneNum07149901040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANE M WARREN
ReturnHeader/ReturnTs02025-11-13T14:56:17-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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