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Phi Beta Kappa Society

Houston Tx Association
  • Houston, TX
  • Tax-exempt since June 1951
  • EIN: 23-7339609

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$543k (2024)

Expenses
$403k (2024)

Total Assets
$3.77M (2024)

Total Liabilities
$10k (2024)

Years with missing data
Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$542,883
Expenses
$403,348
Net Income
$139,535
Net Assets
$3,756,329
Notable Sources of Revenue Percent of Total Revenue
Contributions $279,589
51.5%
Program Services $0
Investment Income $85,914
15.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $177,380
32.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,766,329
Total Liabilities $10,000
Net Assets $3,756,329
Compensation
Key Employees and Officers Compensation Related Other
William Monroe Phd (President) $0 $0 $0
Andrew Davis Phd (Vice President Development) $0 $0 $0
James D Marshall Jd (Director) $0 $0 $0
Daniel M Mcclure (Vice President Finance) $0 $0 $0
Mark R Yzaguirre Jd (Secretary) $0 $0 $0
Ivan Kozak (Vice President Development) $0 $0 $0
Alan J Alexander (Treasurer) $0 $0 $0
Martin J Siegel Jd (Director) $0 $0 $0
Jennifer Shade Wilson Phd (Vice President Scholarship) $0 $0 $0
John Shaddix (Vice President Development) $0 $0 $0
David A Karohl (Vice President Finance) $0 $0 $0
Hannah Cordray (Vice President Community Engag) $0 $0 $0
David Liakos Phd (Director) $0 $0 $0
Madison Parsonage (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on May 7, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$301,685
Expenses
$357,910
Net Income
-$56,225
Net Assets
$3,616,794
Notable Sources of Revenue Percent of Total Revenue
Contributions $184,032
61.0%
Program Services $0
Investment Income $75,281
25.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $42,372
14.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,621,794
Total Liabilities $5,000
Net Assets $3,616,794
Compensation
Key Employees and Officers Compensation Related Other
William Monroe Phd (President) $0 $0 $0
Andrew Davis Phd (Vice President Fundraisin) $0 $0 $0
James D Marshall Jd (Director) $0 $0 $0
Daniel M Mcclure (Director) $0 $0 $0
Fritz Lanham (Vice President Scholarship) $0 $0 $0
William S Nichols Iv (Vice President Finance) $0 $0 $0
Mark R Yzaguirre Jd (Secretary) $0 $0 $0
Ivan Kozak (Director) $0 $0 $0
Alan J Alexander (Treasurer) $0 $0 $0
Martin J Siegel Jd (Director) $0 $0 $0
Jennifer Shade Wilson Phd (Vice President Scholarship) $0 $0 $0
John Shaddix (Co Vice President Fundraising) $0 $0 $0
David A Karohl (Director) $0 $0 $0
Hannah Pohlmann (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on May 14, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$450,463
Expenses
$379,383
Net Income
$71,080
Net Assets
$3,673,018
Notable Sources of Revenue Percent of Total Revenue
Contributions $168,985
37.5%
Program Services $0
Investment Income $73,338
16.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $208,140
46.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,961,018
Total Liabilities $288,000
Net Assets $3,673,018
Compensation
Key Employees and Officers Compensation Related Other
William Monroe Phd (President) $0 $0 $0
Ivan Kozak (Director) $0 $0 $0
James Marshall Jd (Director) $0 $0 $0
Andrew Davis Phd (Vice President Fundraisin) $0 $0 $0
Daniel M Mcclure Jd (Director) $0 $0 $0
George Shybut Md (Director) $0 $0 $0
Christina Hughes (Vice President Membership Engagement) $0 $0 $0
Fritz Lanham (Vice President Scholarshi) $0 $0 $0
John Shaddix (Co Vice President Fundraising) $0 $0 $0
Mark R Yzaguirre Jd (Secretary) $0 $0 $0
William S Nichols Iv (Vice President Finance) $0 $0 $0
Martin J Siegel Jd (Director) $0 $0 $0
Jennifer Shade Wilson Phd (Director) $0 $0 $0
Alan J Alexander Jd (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on March 25, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$590,383
Expenses
$341,475
Net Income
$248,908
Net Assets
$3,602,995
Notable Sources of Revenue Percent of Total Revenue
Contributions $272,572
46.2%
Program Services $0
Investment Income $73,829
12.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $243,982
41.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,613,995
Total Liabilities $11,000
Net Assets $3,602,995
Compensation
Key Employees and Officers Compensation Related Other
William Monroe Phd (President) $0 $0 $0
Andrew Davis Phd (Vice President Fundraisin) $0 $0 $0
Fritz Lanham (Vice President Scholarshi) $0 $0 $0
Jennifer Shade Wilson Phd (Vice President Scholarshi) $0 $0 $0
Lindsay C Mcconn (Vice President Finance) $0 $0 $0
Christina Hughes (Vice President Membership Engagement) $0 $0 $0
William S Nichols Iv (Treasurer) $0 $0 $0
Martin J Siegel Jd (Secretary) $0 $0 $0
Alan J Alexander Jd (Director) $0 $0 $0
Jude A Dworaczyk Jd (Director) $0 $0 $0
Daniel M Mclure Jd (Director) $0 $0 $0
Kathryn Schoer (Director) $0 $0 $0
John Shaddix (Director) $0 $0 $0
George Shybut Md (Director) $0 $0 $0
Mark R Yzaguirre Jd (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on May 12, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$373,594
Expenses
$336,687
Net Income
$36,907
Net Assets
$3,354,087
Notable Sources of Revenue Percent of Total Revenue
Contributions $191,262
51.2%
Program Services $0
Investment Income $76,869
20.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $105,463
28.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,368,587
Total Liabilities $14,500
Net Assets $3,354,087

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$359,262
Expenses
$353,137
Net Income
$6,125
Net Assets
$3,317,178
Notable Sources of Revenue Percent of Total Revenue
Contributions $253,676
70.6%
Program Services $0
Investment Income $92,380
25.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $13,206
3.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,326,678
Total Liabilities $9,500
Net Assets $3,317,178

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$548,021
Expenses
$359,040
Net Income
$188,981
Net Assets
$3,311,053
Notable Sources of Revenue Percent of Total Revenue
Contributions $333,492
60.9%
Program Services $0
Investment Income $71,282
13.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $143,247
26.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,331,103
Total Liabilities $20,050
Net Assets $3,311,053

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$481,078
Expenses
$374,894
Net Income
$106,184
Net Assets
$3,122,072
Notable Sources of Revenue Percent of Total Revenue
Contributions $255,212
53.1%
Program Services $0
Investment Income $66,724
13.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $159,142
33.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,148,772
Total Liabilities $26,700
Net Assets $3,122,072
Compensation
Key Employees and Officers Compensation Related Other
William Monroe Phd (President) $0 $0 $0
Andrew Davis Phd (Vp Fundraising) $0 $0 $0
Jennifer Shade Wilson Phd (Vp Scholarship) $0 $0 $0
Lindsay C Mcconn (Vp Finance) $0 $0 $0
Joseph R Wood Iii (Treasurer) $0 $0 $0
Fritz Lanham (Secretary) $0 $0 $0
Charles F Caldwell (Director) $0 $0 $0
John B Connally Iv (Director) $0 $0 $0
Jude A Dworaczyk (Director) $0 $0 $0
Lori M Gallagher Jd (Director) $0 $0 $0
Eileen Miggins Hohlt (Director) $0 $0 $0
Christina Hughes (Director) $0 $0 $0
Cristina Moore (Director) $0 $0 $0
William S Nichols Iv (Director) $0 $0 $0
Lyndsey Ray (Director) $0 $0 $0
Amy E Tabor (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 22, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$688,803
Expenses
$362,240
Net Income
$326,563
Net Assets
$3,015,888
Notable Sources of Revenue Percent of Total Revenue
Contributions $204,874
29.7%
Program Services $0
Investment Income $69,180
10.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $414,749
60.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,046,188
Total Liabilities $30,300
Net Assets $3,015,888
Compensation
Key Employees and Officers Compensation Related Other
Charles F Caldwell (Director) $0 $0 $0
John B Connally Iv (Director) $0 $0 $0
Amy Pharr Hefley (Director) $0 $0 $0
Lori M Gallagher Jd (Director) $0 $0 $0
Christina Hughes (Director) $0 $0 $0
Fritz Lanham (Director) $0 $0 $0
William S Nichols Iv (Director) $0 $0 $0
Joseph R Wood Iii (Director) $0 $0 $0
William Monroe Phd (President) $0 $0 $0
Andrew Davis Phd (Vp Fundraising) $0 $0 $0
Cristina Moore (Co Vp Scholarship) $0 $0 $0
Jennifer Shade Wilson Phd (Co Vp Scholarship) $0 $0 $0
Lindsay C Mcconn (Vp Finance) $0 $0 $0
Eileen M Hohlt (Treasurer) $0 $0 $0
Amy E Tabor (Secretary) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 15, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$419,223
Expenses
$318,841
Net Income
$100,382
Net Assets
$2,562,298
Notable Sources of Revenue Percent of Total Revenue
Contributions $241,219
57.5%
Program Services $0
Investment Income $92,258
22.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $85,746
20.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,591,598
Total Liabilities $29,300
Net Assets $2,562,298

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$482,119
Expenses
$313,942
Net Income
$168,177
Net Assets
$2,461,916
Notable Sources of Revenue Percent of Total Revenue
Contributions $282,360
58.6%
Program Services $0
Investment Income $75,427
15.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $124,332
25.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,510,116
Total Liabilities $48,200
Net Assets $2,461,916

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$449,713
Expenses
$403,191
Net Income
$46,522
Net Assets
$2,293,740
Notable Sources of Revenue Percent of Total Revenue
Contributions $327,431
72.8%
Program Services $0
Investment Income $63,160
14.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $59,122
13.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,316,490
Total Liabilities $22,750
Net Assets $2,293,740

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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