PHI ETA SIGMA NATIONAL HONOR SOCIETY INC

EIN: 611286470 501(c)(3) Education

TUSCALOOSA, AL

Total Revenue
$796,413
Total Expenses
$982,588
Total Assets
$8,194,247
Net Assets
$8,168,507
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
1922
Legal Domicile
AL
Principal Officer
MARY LEE CALDWELL
Phone
2053480975
Tax Period
2024-07-01 to 2025-06-30

Phi Eta Sigma National Honor Society Inc, founded in 1922, is a small nonprofit in the Education sector that reported $949K in total revenue in fiscal year 2018. The organization ran a surplus of $158K, a strong 17% operating margin.

Mission

To encourage and reward high scholastic achievement among first-year students in institutions of higher learning.

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Trantor Score

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $554,202
Investment Income $242,211
Other Revenue $0
TOTAL REVENUE $796,413

Expense Breakdown

Grants Paid $299,000
Salaries & Benefits $330,699
Fundraising Expenses $0
Program Expenses $860,896
Other Expenses $352,889
TOTAL EXPENSES $982,588

Year-over-Year Comparison

2024 2023 Change
Revenue $796,413 $769,042 +0.0%
Expenses $982,588 $1,143,833 -0.1%
Net Income $-186,175 $-374,791 -0.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
9
Independent Members
9
Employees
14
Volunteers
N/A

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
4
$151,128
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Lisa Ruch Executive Committe Member 2.00
Director
$0 $0 $0
Tony Kemp Executive Committe Member 2.00
Director
$0 $0 $0
Alvin Johnson Executive Committe Member 2.00
Director
$0 $0 $0
Nicole Kaufeldt Executive Committe Member 2.00
Director
$0 $0 $0
Emaan Mughal Executive Committe Member 2.00
Director
$0 $0 $0
Nicole Zellers Executive Committe Member 2.00
Director
$0 $0 $0
Jennifer Vuia-Riser Executive Committe Member 2.00
Director
$0 $0 $0
Lindsey Jackson Executive Committe Member 2.00
Director
$0 $0 $0
Emaan Mughal executive Committe Member 2.00
Director
$0 $0 $0
Nicole Gordon Executive Committe Member 2.00
Director
$0 $0 $0
Katie Glawson Executive Committe Member 2.00
Director
$0 $0 $0
Justin Stern Executive Committe Member 2.00
Director
$0 $0 $0
MARY LEE CALDWELL EXECUTIVE DIRECTOR 40.00
Officer
$151,128 $0 $151,128
Tim Lemper Grand President 2.00
Officer
$0 $0 $0
Jennifer Miller Grand Vice President 2.00
Officer
$0 $0 $0
Mary Jo Custer Historian 2.00
Officer
$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 $796,413 $982,588 $8,194,247 $-186,175
2024 No data No data No data No data
2023 $721,552 $1,022,212 $7,728,078 $-300,660
2022 $835,871 $745,192 $7,736,330 $90,679
2021 $752,114 $795,201 $8,687,245 $-43,087
2020 $1,711,235 $845,736 $7,729,112 $865,499
2019 $948,833 $790,886 $7,794,096 $157,947
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