PHI BETA KAPPA ALUMNI OF GREATER H… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1973

Legal Domicile

Principal Officer

WILLIAM MONROE PHD

Phone

7135249811

Tax Period

2024-07-01 to 2025-06-30

PHI BETA KAPPA ALUMNI OF GREATER HOUSTON, founded in 1973, is a small nonprofit that reported $552K in total revenue in fiscal year 2024. The organization ran a surplus of $90K, a strong 16% operating margin.

Mission

THE CHIEF OBJECTIVE OF THE PHI BETA KAPPA ALUMNI OF GREATER HOUSTON IS THE ENCOURAGEMENT OF SCHOLASTIC EXCELLENCE IN HOUSTON AREA HIGH SCHOOLS. THIS IS CARRIED OUT BY AWARDING SCHOLARSHIPS TO AN OUTSTANDING STUDENT FROM EACH OF SEVENTY-SIX AREA HIGH SCHOOLS, SELECTED BY THE SCHOOLS.

Program Service Accomplishments

Program 1

Expenses: $319,131 Revenue: $196,619

TO ACHIEIVE THE OBJECTIVE OF THE ORGANIZATION, COLLEGE SCHOLARSHIPS FOR HIGH SCHOOL SENIORS IN THE HOUSTON AREA ARE AWARDED. SCHOLARSHIP PAYMENTS ARE MADE DIRECTLY TO THE COLLEGE WHICH EACH AWARDEE IS ATTENDING TO BE APPLIED TO TUITION. IN RARE CASES IN WHICH A STUDENT WOULD NOT BENEFIT FROM PAYMENTS MADE TO A COLLEGE OR UNIVERSITY, A SCHOLARSHIP PAYMENT MAY BE MADE DIRECTLY TO THE SCHOLARSHIP RECIPIENT WITH EVIDENCE THAT THE STUDENT HAS INCURRED EXPENSES FOR EDUCATIONAL PURPOSES (TUITION, FEES, RENT, FOOD, LODGING, TRAVEL, COMPUTING EQUIPMENT, BOOKS, PARKING PERMITS, STUDY ABROAD, INTERNET SERVICE, COMMUTING EXPENSES, ETC.) EQUAL TO THE VALUE OF THE SCHOLARSHIP. SEE RECIPIENTS LIST (EXHIBIT A).

Program 2

Expenses: $84,581

EXPENSES RELATED TO THE ADMINISTRATION OF AWARDING SCHOLARSHIPS, INCLUDING THE COST OF THE AWARDS BANQUET.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $218,159

Program Service Revenue $0

Investment Income $333,853

Other Revenue $0

TOTAL REVENUE $552,012

Expense Breakdown

Grants Paid $319,131

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $403,712

Other Expenses $142,922

TOTAL EXPENSES $462,053

Year-over-Year Comparison

	2024	2023	Change
Revenue	$552,012	$542,883	+0.0%
Expenses	$462,053	$403,348	+0.1%
Net Income	$89,959	$139,535	-0.4%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
WILLIAM MONROE PHD	PRESIDENT	Officer Director	$0	$0	$0
ANDREW DAVIS PHD	VICE PRESIDENT- DEVELOPMENT	Officer Director	$0	$0	$0
IVAN KOZAK	VICE PRESIDENT- DEVELOPMENT	Officer Director	$0	$0	$0
JOHN SHADDIX	VICE PRESIDENT- DEVELOPMENT	Officer Director	$0	$0	$0
MARTIN J SIEGEL JD	VICE PRESIDENT-SCHOLARSHIP	Officer Director	$0	$0	$0
DAVID LIAKOS PHD	CO VP OF SCHOLARSHIPS	Officer Director	$0	$0	$0
SARAH MALASKE	CO VP OF SCHOLARSHIPS	Officer Director	$0	$0	$0
DANIEL M MCCLURE	VICE PRESIDENT- FINANCE	Officer Director	$0	$0	$0
DAVID KAROHL	TREASURER	Officer Director	$0	$0	$0
MARK R YZAGUIRRE JD	SECRETARY	Officer Director	$0	$0	$0
ALAN J ALEXANDER	DIRECTOR	Director	$0	$0	$0
JAMES D MARSHALL JD	DIRECTOR	Director	$0	$0	$0
KERI MYRICK PHD	DIRECTOR	Director	$0	$0	$0
JENNIFER SHADE WILSON PHD	DIRECTOR	Director	$0	$0	$0
MADISON PARSONAGE	DIRECTOR	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$552,012	$462,053	$3,866,287	$89,959
2024	$542,883	$403,348	$3,766,329	$139,535
2023	$301,685	$357,910	$3,621,794	$-56,225
2022	$450,463	$379,383	$3,961,018	$71,080
2021	$590,383	$341,475	$3,613,995	$248,908

PHI BETA KAPPA ALUMNI OF GREATER HOUSTON