Phi Alpha Theta History Honor Society Inc
- Assets
- $1.2m
- Revenue
- $654.8k
- Investments
- $0.0
- Employees
- 12
- Location
- Tampa, FL
- Founding
- 07/1996
- Data as of
- 06/2021
- 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 06/2021, 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 06/2021, Phi Alpha Theta History Honor Society Inc generated $654.8k in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 4.6% each year. All expenses for the organization totaled $423.7k during the year ending 06/2021. 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
2021
Describe the Organization's Mission:
Part 3 - Line 1
THE MISSION OF THE ORGANIZATION IS TO PROMOTE THE STUDY OF HISTORY THROUGH THE ENCOURAGEMENT OF RESEARCH, GOOD TEACHING, PUBLICATION AND THE EXCHANGE OF LEARNING AND IDEAS AMONG HISTORIANS. THE ORGANIZATION PROVIDES A FORUM FOR EDUCATIONAL INTERACTION FOR STUDENTS, FINANCIAL ASSISTANCE TO STUDENTS, AND PREPARES A PROFESSIONAL HISTORICAL JOURNAL 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 ORGANIZATION 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 & 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 ORGANIZATION THROUGH THE SALE OF SMALL ITEMS WITH THE ORGANIZATION'S LOGO TO SHOW MEMBERSHIP IN THE ORGANIZATION AT GRADUATION AND OTHER EVENTS.
THE ORGANIZATION HAS AN AGREEMENT WITH THE UNIVERSITY OF SOUTH FLORIDA ("USF") UNDER WHICH IT USES ON-CAMPUS FACILITIES FOR ITS OFFICES. THE EXECUTIVE DIRECTORS OF THE ORGANIZATION ARE ALSO PROFESSORS WITH THE HISTORY DEPARTMENT OF USF. THE EXECUTIVE DIRECTORS, AND TWO OTHER EMPLOYEES, ARE EMPLOYED BY BOTH USF AND THE SOCIETY.IN RETURN FOR THE USE OF THE OFFICE FACILITIES, AS WELL AS TO SUPPORT THE STUDY OF HISTORY, THE ORGANIZATION PROVIDES AN ANNUAL PAYMENT TO USF. THE AMOUNT OF THE PAYMENT TO USF IS BASED ON THE SALARY AND BENEFIT COSTS INCURRED BY USF WITH RESPECT TO THE EXECUTIVE DIRECTORS OF THE SOCIETY, AND THE OTHER EMPLOYEES IN COMMON, AS WELL AS POSTAGE AND TELEPHONE COST. THE TOTAL AMOUNT PAID TO USF FOR THE CURRENT YEAR IS $2,660. THE AMOUNT PAID TO USF IS DIVIDED INTO OCCUPANCY EXPENSE, GRANT EXPENSE, AND WAGES AND EMPLOYEE BENEFITS IN THIS RETURN.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Graydon Tunstall Jr Former Executive Director | 5 | $20,483 | |
Wendy Tunstall Former Executive Director | 25 | $14,556 | |
Jonathan Perry Executive Director | OfficerTrustee | 25 | $10,000 |
Adrian O'connor Historian Editor | OfficerTrustee | 15 | $0 |
Clayton Drees Advisory Board, Chair | OfficerTrustee | 1 | $0 |
Debra Mulligan Vice President | OfficerTrustee | 5 | $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 | $172 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $172 |
| Total Program Service Revenue | $355,263 |
| Investment income | $19,506 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $79,818 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $139,224 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $60,805 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $654,788 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $6,281 |
| Grants and other assistance to domestic individuals. | $7,500 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $25,242 |
| Compensation of current officers, directors, key employees. | $17,621 |
| Compensation to disqualified persons | $158,599 |
| Other salaries and wages | $64,842 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $20,251 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $3,000 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $8,557 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $51,780 |
| Information technology | $19,467 |
| Royalties | $0 |
| Occupancy | $12,581 |
| Travel | $3,168 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $3,805 |
| Insurance | $8,000 |
| All other expenses | $0 |
| Total functional expenses | $423,675 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $229,783 |
| 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 | $53,086 |
| Prepaid expenses and deferred charges | $5,000 |
| Net Land, buildings, and equipment | $1,766 |
| Investments—publicly traded securities | $946,933 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $8,510 |
| Other assets | $0 |
| Total assets | $1,245,078 |
| Accounts payable and accrued expenses | $24,174 |
| Grants payable | $0 |
| Deferred revenue | $199,307 |
| 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 | $1,620 |
| Total liabilities | $225,101 |
| Net assets without donor restrictions | $993,677 |
| Net assets with donor restrictions | $26,300 |
| 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 | $1,245,078 |
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 |
|---|---|
UNIVERSITY OF SOUTH FLORIDA PURPOSE: SUPPORT FOR THE HISTORY DEPARTMENT AT THE UNIVERSITY. | $28,049 |
Delaware, OH PURPOSE: SUPPORT OF HISTORY DEPARTMENT AT OWU. | $20,000 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Phi Alpha Theta History Honor Society Inc has recieved totaling $202.
| Awarding Organization | Amount |
|---|---|
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $202 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Georgia Goal Scholarship Program Inc Peachtree Corners, GA | $58,000,031 | $45,569,079 |
Georgia State University Athletic Association Inc Atlanta, GA | $12,025,331 | $28,251,593 |
Vinik Family Foundation Tampa, FL | $192,173,639 | $29,773,809 |
Hire Heroes Usa Alpharetta, GA | $7,840,449 | $13,205,192 |
Scholarships For Kids Inc Birmingham, AL | $21,791,162 | $14,541,038 |
Apogee Georgia School Choice Scholarship Fund Atlanta, GA | $21,549,156 | $14,581,744 |
Special Operations Warrior Foundation Tampa, FL | $175,400,415 | $16,396,122 |
Inspire Brands Foundation Inc Atlanta, GA | $11,528,068 | $11,993,911 |
Floridamakes Inc Orlando, FL | $1,478,174 | $9,967,367 |
Watson-Brown Foundation Inc Thomson, GA | $0 | $9,697,974 |
Alef Fund Inc Atlanta, GA | $10,107,377 | $6,194,898 |
Broward Education Foundation Inc Fort Lauderdale, FL | $12,469,303 | $5,256,121 |