Phi Alpha Theta History Honor Society Inc
- Assets
- $1.1m
- Revenue
- $552.9k
- Investments
- $0.0
- Employees
- 12
- Location
- Tampa, FL
- Founding
- 07/1996
- Data as of
- 06/2023
- EIN
- 23-2838156
Organization Overview
Phi Alpha Theta History Honor Society Inc is located in Tampa, FL. The organization was established in 1996. According to its NTEE Classification (B82) the organization is classified as: Scholarships & Student Financial Aid, under the broad grouping of Education and related organizations. As of 06/2023, Phi Alpha Theta History Honor Society Inc employed 12 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Phi Alpha Theta History Honor Society Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2023, Phi Alpha Theta History Honor Society Inc generated $552.9k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 1.1% each year. All expenses for the organization totaled $532.4k during the year ending 06/2023. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
PROVIDE A FORUM FOR EDUCATIONAL INTERACTION FOR COLLEGE STUDENTS IN THE FIELD OF HISTORY. THE ORGANIZATION PROVIDES FINANCIAL ASSISTANCE TO STUDENTS WHO SUBMIT PAPERS, TRANSCRIPTS AND LETTERS OF RECOMMENDATION. THE ORGANIZATION ALSO PREPARES JOURNALS FOR ITS MEMBERS AND OTHERS TO ENHANCE HISTORICAL EDUCATION AND ACHIEVEMENT.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE PUBLICATION OF THE "HISTORIAN" JOURNAL AND "THE NEWSLETTER" JOURNAL. THESE PUBLICATIONS DISSEMINATE HISTORICAL INFORMATION. THE ORGANZIATION PROVIDES FINANCIAL ASSISTANCE TO STUDENTS THAT ASSIST IN THE PRODUCTION OF THESE PERIODICALS. APPROXIMATE MEMBERSHIP IS 15,000 TO 20,000. THE ORGANIZATION RECEIVES ROYALTIES FROM PUBLISHERS AND FROM WEBSITES WITH RESPECT TO SALES OF THE "HISTORIAN" JOURNAL TO LIBRARIES AND OTHER NON- MEMBERS.
PROVIDES FINANCIAL ASSISTANCE TO COLLEGE STUDENTS AND RESEARCHERS THAT SUBMIT PAPERS, TRANSCRIPTS AND LETTERS OF RECOMMENDATION. ELIGIBLE RECIPIENTS ARE MEMBERS OF THE ORGANIZATION. ENCOURAGES THE STUDY OF HISTORY BY PROVIDING RECOGNITION TO STUDENTS, GRADUATES AND FACULTY FOR THEIR MEMBERSHIP IN THE ORGANZIATION THROUGH THE SALE OF SMALL ITEMS WITH THE ORGANIZATION'S LOGO TO SHOW MEMBERSHIP IN THE ORGANIZATION AT GRADUATION AND OTHER EVENTS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jonathan Scott Perry Executive Di | Trustee | 2 | $72,211 |
Clayton Drees Advisory Boa | Trustee | 2 | $0 |
Debra Mulligan President | OfficerTrustee | 2 | $0 |
Hosok O VP | OfficerTrustee | 2 | $0 |
Jessica M Bourdeau Chief Operat | Officer | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $232 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $232 |
| Total Program Service Revenue | $335,663 |
| Investment income | $16,847 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $65,838 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $5,218 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $83,488 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $552,857 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $28,465 |
| Grants and other assistance to domestic individuals. | $15,100 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $118,098 |
| Compensation of current officers, directors, key employees. | $59,050 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $186,060 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $30,004 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $8,511 |
| Fees for services: Other | $16,736 |
| Advertising and promotion | $0 |
| Office expenses | $67,002 |
| Information technology | $300 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $3,443 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $52,291 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $3,805 |
| Insurance | $2,536 |
| All other expenses | $0 |
| Total functional expenses | $532,351 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $92,051 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $54,682 |
| Prepaid expenses and deferred charges | $5,000 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $907,274 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $2,990 |
| Other assets | $32,704 |
| Total assets | $1,094,701 |
| Accounts payable and accrued expenses | $5,376 |
| Grants payable | $0 |
| Deferred revenue | $243,128 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $6,749 |
| Total liabilities | $255,253 |
| Net assets without donor restrictions | $831,448 |
| Net assets with donor restrictions | $8,000 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,094,701 |
Grants Awarded
Over the last fiscal year, Phi Alpha Theta History Honor Society Inc has awarded $48,049 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
OHIO WESLEYAN UNIVERSITY PURPOSE: SUPPORT OF HISTORY DEPARTMENT AT OWU. | $20,000 |
UNIVERSITY OF SOUTH FLORIDA PURPOSE: SUPPORT FOR THE HISTORY DEPARTMENT AT THE UNIVERSITY. | $28,049 |