PHI BETA KAPPA ALUMNI OF GREATER HOUSTON

EIN: 237339609 501(c)(3)

HOUSTON, TX

Total Revenue
$552,012
Total Expenses
$462,053
Total Assets
$3,866,287
Net Assets
$3,846,287
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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
TX
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

ENCOURAGEMENT OF SCHOLASTIC EXCELLENCE IN HOUSTON AREA HIGH SCHOOLS.

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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%)

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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

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Governance

Voting Members
14
Independent Members
14
Employees
N/A
Volunteers
20

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
10
$0
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
WILLIAM MONROE PHD PRESIDENT 0.00
Officer Director
$0 $0 $0
ANDREW DAVIS PHD VICE PRESIDENT- DEVELOPMENT 0.00
Officer Director
$0 $0 $0
IVAN KOZAK VICE PRESIDENT- DEVELOPMENT 0.00
Officer Director
$0 $0 $0
JOHN SHADDIX VICE PRESIDENT- DEVELOPMENT 0.00
Officer Director
$0 $0 $0
MARTIN J SIEGEL JD VICE PRESIDENT-SCHOLARSHIP 0.00
Officer Director
$0 $0 $0
DAVID LIAKOS PHD CO VP OF SCHOLARSHIPS 0.00
Officer Director
$0 $0 $0
SARAH MALASKE CO VP OF SCHOLARSHIPS 0.00
Officer Director
$0 $0 $0
DANIEL M MCCLURE VICE PRESIDENT- FINANCE 0.00
Officer Director
$0 $0 $0
DAVID KAROHL TREASURER 0.00
Officer Director
$0 $0 $0
MARK R YZAGUIRRE JD SECRETARY 0.00
Officer Director
$0 $0 $0
ALAN J ALEXANDER DIRECTOR 0.00
Director
$0 $0 $0
JAMES D MARSHALL JD DIRECTOR 0.00
Director
$0 $0 $0
KERI MYRICK PHD DIRECTOR 0.00
Director
$0 $0 $0
JENNIFER SHADE WILSON PHD DIRECTOR 0.00
Director
$0 $0 $0
MADISON PARSONAGE DIRECTOR 0.00
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
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