Civic Intelligence

Phi Beta Kappa Alumni in Southern California

990EZ • Fiscal year 2021 • EIN 95-6096554

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 14, 2021

23371 Mulholland Drive No 128Woodland Hills, CA 91354

(310) 567-9047

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

56th percentile

13%

Higher net margin than 56% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

47th percentile

3.7%

Faster asset growth than 47% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

27th percentile

-27%

Faster revenue growth than 27% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$90,732

Up $3,249 (+3.7%) from 2020

Net Assets

Up

$90,732

Up $3,249 (+3.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$25,745

Down $9,490 (-27%) from 2020

Expenses

Down

$22,497

Down $16,632 (-43%) from 2020

Net Income

Up

$3,248

Up $7,142 (+183%) from 2020

Historical Trend

Balance Sheet Trend

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

$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

2021

Assets$90,732
Liabilities$0
Net Assets$90,732

Operations Trend

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

2021

Revenue$25,745
Expenses$22,497
Net Income$3,248
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 14, 2021
Return Version
2020v4.1
Gross Receipts
$25,745
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.$16,250$16,250
HOLD MULTIPLE EDUCATIONAL EVENTS.$1,000$1,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETTE NAPOLI HARRISPast PresidentPT$0--
MELISA C GALVANEvp, Chair Graduate ScholarshipsPT$0--
ROBERT W TEMPLETONCouncilor-$0--
CAROLANN BENNETTSecretary-$0--
ROBIN ROMANSCouncilor-$0--
JAMES J HERRPast President-$0--
HELEN LEESVP, Chair High School ScholarshipsPT$0--
JAMES RAGANCouncilor-$0--
JOAN CHU REESEPresident And CouncilorPT$0--
JAEL BALLARDVP, Programs-$0--
STEFAN JAMES KIRCHANSKIPast President & Membership CommittPT$0--
BENJAMIN PURPERCouncilor, Chair Newsletter-$0--
Filing and Contact Details

Filer

Filer Name
Phi Beta Kappa Alumni in Southern
EIN
95-6096554
Phone
3105679047
Address
23371 MULHOLLAND DRIVE NO 128, WOODLAND HILLS, CA 91354

Signing Officer

Name
Michael Kline
Title
Treasurer
Phone
3105679047
Signed
2021-09-14
Discuss with paid preparer
Yes

Preparer

Firm
Frazer Llp
Address
135 S STATE COLLEGE BLVD STE 300, BREA, CA 92821
Preparer
Jane M Warren
Phone
7149901040
Supplemental Narrative

Additional Explanations

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

Description: miscellaneous. Amount: 12.

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

Activity classification: scholarship. Grantee name: university of california, irvine. Grantee address: 510 aldrich hall irvine, ca 92617. Amount given: 3,000.

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

Activity classification: scholarship. Grantee name: university of southern california. Grantee address: 3551 trousdale pkwy los angeles, ca 90089. 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: 405 hilgard avenue los angeles, ca 90095. Amount given: 1,000.

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

Activity classification: scholarship. Grantee name: chapman university. Grantee address: 1 university drive orange, ca 92866. Amount given: 750.

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

Activity classification: scholarship. Grantee name: california state long beach. Grantee address: 1250 bellflower blvd long beach, ca 90840. Amount given: 750.

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

Activity classification: scholarship. Grantee name: university of redlands. Grantee address: 1200 e. Colton ave po box 3080 redlands, ca 92373. Amount given: 750.

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

Activity classification: scholarship. Grantee name: university of california, riverside. Grantee address: 900 university ave riverside, ca 92521. Amount given: 1,750.

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

Activity classification: scholarship. Grantee name: loyola marymount university. Grantee address: 1 loyola marymount university dr los angeles, ca 90045. Amount given: 750.

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

Activity classification: scholarship. Grantee name: california state polytechnic pomona. Grantee address: 3801 w temple ave pomona, ca 91768. Amount given: 750.

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

Activity classification: scholarship. Grantee name: occidental college. Grantee address: 1600 campus rd los angeles, ca 90041. Amount given: 750.

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

Activity classification: scholarship. Grantee name: claremont graduate university. Grantee address: 150 e 10th st claremont, ca 91711. Amount given: 1,000.

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

Activity classification: scholarship. Grantee name: north hollywood high school. Grantee address: 5231 colfax ave north hollywood, ca 91601. Amount given: 3,000.

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

Activity classification: scholarship. Grantee name: university of california, berkeley. Grantee address: 110 sproul hall berkeley, ca 94720. Amount given: 1,000. Total included on form 990-ez, line 10: 16,250.

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

Description: events. Amount: 1,000. Description: bank and merchant fees. Amount: 525. Description: filing fees. Amount: 25. Description: software. Amount: 2,731. Description: miscellaneous. Amount: 288. Description: franchise tax board. Amount: 10. Total to form 990-ez, line 16: 4,579.

Raw XML Appendix230 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FRAZER LLP
IRS990EZ/BooksInCareOfDetail/PhoneNum07149901040
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0135 S STATE COLLEGE BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BREA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092821
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt087484
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt090732
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt011090
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt03248
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01500
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt087484
IRS990EZ/Form990TotalAssetsGrp/EOYAmt090732
IRS990EZ/GrantsAndSimilarAmountsPaidAmt016250
IRS990EZ/GrossReceiptsAmt025745
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt013805
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt087484
IRS990EZ/NetAssetsOrFundBalancesEOYAmt090732
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt087484
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt090732
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt66.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt86.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt105.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BETTE NAPOLI HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELISA C GALVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT W TEMPLETON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CAROLANN BENNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBIN ROMANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JAMES J HERR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6HELEN LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JAMES RAGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JOAN CHU REESE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JAEL BALLARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10STEFAN JAMES KIRCHANSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11BENJAMIN PURPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EVP, CHAIR GRADUATE SCHOLARSHIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2COUNCILOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4COUNCILOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SVP, CHAIR HIGH SCHOOL SCHOLARSHIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7COUNCILOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PRESIDENT AND COUNCILOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP, PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10PAST PRESIDENT & MEMBERSHIP COMMITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11COUNCILOR, CHAIR NEWSLETTER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt04579
IRS990EZ/OtherRevenueTotalAmt012
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PHI BETA KAPPA ALUMNI IN SOUTHERN CALIFORNIA OFFERS EDUCATIONAL SCHOLARSHIPS TO STUDENTS AND PROVIDES EDUCATIONAL EVENTS FOR MEMBERS.
IRS990EZ/PrintingPublicationsPostageAmt0168
IRS990EZ/ProgramServiceRevenueAmt0838
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OFFER SMALL SCHOLARSHIPS TO NUMEROUS STUDENTS SELECTED BY THEIR SCHOOLS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HOLD MULTIPLE EDUCATIONAL EVENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016250
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016250
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt022497
IRS990EZ/TotalProgramServiceExpensesAmt017250
IRS990EZ/TotalRevenueAmt025745
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0PBKSOCALALUMNI.COM
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt024895
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt032904
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt028802
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt043485
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt050688
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0180774
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt012
IRS990ScheduleA/OtherIncome170Grp/TotalAmt012
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0180774
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt024895
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt032904
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt028802
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt043485
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt050688
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0180774
IRS990ScheduleA/TotalSupportAmt0180786
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MISCELLANEOUS. AMOUNT: 12.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: UNIVERSITY OF CALIFORNIA, IRVINE. GRANTEE ADDRESS: 510 ALDRICH HALL IRVINE, CA 92617. AMOUNT GIVEN: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: UNIVERSITY OF SOUTHERN CALIFORNIA. GRANTEE ADDRESS: 3551 TROUSDALE PKWY LOS ANGELES, CA 90089. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: UNIVERSITY OF CALIFORNIA, LOS ANGELES. GRANTEE ADDRESS: 405 HILGARD AVENUE LOS ANGELES, CA 90095. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: CHAPMAN UNIVERSITY. GRANTEE ADDRESS: 1 UNIVERSITY DRIVE ORANGE, CA 92866. AMOUNT GIVEN: 750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: CALIFORNIA STATE LONG BEACH. GRANTEE ADDRESS: 1250 BELLFLOWER BLVD LONG BEACH, CA 90840. AMOUNT GIVEN: 750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: UNIVERSITY OF REDLANDS. GRANTEE ADDRESS: 1200 E. COLTON AVE PO BOX 3080 REDLANDS, CA 92373. AMOUNT GIVEN: 750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: UNIVERSITY OF CALIFORNIA, RIVERSIDE. GRANTEE ADDRESS: 900 UNIVERSITY AVE RIVERSIDE, CA 92521. AMOUNT GIVEN: 1,750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: LOYOLA MARYMOUNT UNIVERSITY. GRANTEE ADDRESS: 1 LOYOLA MARYMOUNT UNIVERSITY DR LOS ANGELES, CA 90045. AMOUNT GIVEN: 750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: CALIFORNIA STATE POLYTECHNIC POMONA. GRANTEE ADDRESS: 3801 W TEMPLE AVE POMONA, CA 91768. AMOUNT GIVEN: 750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: OCCIDENTAL COLLEGE. GRANTEE ADDRESS: 1600 CAMPUS RD LOS ANGELES, CA 90041. AMOUNT GIVEN: 750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: CLAREMONT GRADUATE UNIVERSITY. GRANTEE ADDRESS: 150 E 10TH ST CLAREMONT, CA 91711. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: NORTH HOLLYWOOD HIGH SCHOOL. GRANTEE ADDRESS: 5231 COLFAX AVE NORTH HOLLYWOOD, CA 91601. AMOUNT GIVEN: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: UNIVERSITY OF CALIFORNIA, BERKELEY. GRANTEE ADDRESS: 110 SPROUL HALL BERKELEY, CA 94720. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 16,250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14DESCRIPTION: EVENTS. AMOUNT: 1,000. DESCRIPTION: BANK AND MERCHANT FEES. AMOUNT: 525. DESCRIPTION: FILING FEES. AMOUNT: 25. DESCRIPTION: SOFTWARE. AMOUNT: 2,731. DESCRIPTION: MISCELLANEOUS. AMOUNT: 288. DESCRIPTION: FRANCHISE TAX BOARD. AMOUNT: 10. TOTAL TO FORM 990-EZ, LINE 16: 4,579.
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 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14FORM 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL KLINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03105679047
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI BETA KAPPA ALUMNI IN SOUTHERN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CALIFORNIA
ReturnHeader/Filer/BusinessNameControlTxt0PHIB
ReturnHeader/Filer/EIN0956096554
ReturnHeader/Filer/PhoneNum03105679047
ReturnHeader/Filer/USAddress/AddressLine1Txt023371 MULHOLLAND DRIVE NO 128
ReturnHeader/Filer/USAddress/CityNm0WOODLAND HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091354
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954108809
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRAZER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0135 S STATE COLLEGE BLVD STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BREA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092821
ReturnHeader/PreparerPersonGrp/PhoneNum07149901040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANE M WARREN
ReturnHeader/ReturnTs02021-09-14T11:28:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KLINE
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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