Phi Alpha National Honor Society is located in Johnson City, TN. The organization was established in 2009. According to its NTEE Classification (B83) the organization is classified as: Student Sororities & Fraternities, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Phi Alpha National Honor Society 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 National Honor Society generated $291.2k in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 3.3% each year. All expenses for the organization totaled $254.6k during the year ending 06/2021. While expenses have increased by 3.1% per year over the past 6 years. They've been increasing with an increasing level of total revenue. 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 PURPOSES OF PHI ALPHA HONOR SOCIETY ARE TO PROVIDE A CLOSER BOND AMONG STUDENTS OF SOCIAL WORK AND PROMOTE HUMANITARIAN GOALS AND IDEALS. PHI ALPHA FOSTERS HIGH STANDARDS OF EDUCATION FOR SOCIAL WORKERS AND INVITES INTO MEMBERSHIP THOSE WHO HAVE ATTAINED EXCELLENCE IN SCHOLARSHIP AND ACHIEVEMENT IN SOCIAL WORK.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE NATIONAL OFFICE AWARDS UP TO FOUR CHAPTER SERVICE AWARDS OF 500.00 EACH PER YEAR IN ORDER TO FURTHER THE GENERAL PURPOSES OF PHI ALPHA. THE CHAPTER SERVICE AWARDS HAVE BEEN ESTABLISHED TO RECOGNIZE AND REWARD CHAPTER ACHIEVEMENT IN FULFILLING THE CORE VALUES OF PHI ALPHA NATIONAL HONOR SOCIETY AND THE SOCIAL WORK PROFESSION. IT PROVIDES A MEANS TO REWARD QUALITY, EFFECTIVE AND ACTIVE PHI ALPHA CHAPTERS AND TO ENCOURAGE FURTHER CHAPTER INVOLVEMENT. THE NATIONAL OFFICE WILL CONTINUE TO ISSUE FOUR AWARDS OF 500.00 EACH ANNUALLY ON SEPTEMBER 1. PHI ALPHA REIMBURSES UP TO 1,000 PER CHAPTER IN TRAVEL EXPENSES TO PARTICIPATE IN THE POSTER PRESENTATION SESSION AT THE PHI ALPHA INTERNATIONAL BUSINESS MEETING AT THE COUNCIL ON SOCIAL WORK EDUCATION ANNUAL PROGRAM MEETING HELD EACH FALL. PATTY GIBBS-WAHLBERG SCHOLARSHIP RECOGNIZES STUDENT SCHOLARSHIP, SERVICE AND LEADERSHIP. AWARDS OF 3,000, 2,000 AND 1,000 ARE PRESENTED EACH YEAR. THE FIRST PLACE WINNER RECEIVES AN ALL-EXPENSES-PAID TRIP TO PRESENT HIS OR HER WORK DURING THE STUDENT SESSION OF THE ASSOCIATION OF BACCALAUREATE PROGRAM DIRECTORS CONFERENCE HELD EACH SPRING. POSTER PRESENTATION COMPETITION RECOGNIZES OUTSTANDING SERVICE BY CHAPTERS. AWARDS TOTALING 2,000 ARE PRESENTED EACH YEAR. THE COMPETITION IS HELD IN CONJUNCTION WITH THE PHI ALPHA INTERNATIONAL BUSINESS MEETING AT THE COUNCIL ON SOCIAL WORK EDUCATION ANNUAL PROGRAM MEETING. ADVISOR OF THE YEAR RECOGNIZES OUTSTANDING SERVICE TO CHAPTERS. ADVISORS ARE NOMINATED BY THEIR STUDENTS. A PLAQUE IS AWARDED. PHI ALPHA REIMBURSES THE WINNER ALL TRAVEL EXPENSES TO RECEIVE THE AWARD AT THE PHI ALPHA INTERNATIONAL BUSINESS MEETING AT THE COUNCIL ON SOCIAL WORK EDUCATION ANNUAL PROGRAM MEETING. STUDENT LEADERSHIP AWARD RECOGNIZES OUTSTANDING STUDENT LEADERSHIP CONSISTENT WITH THE IDEALS AND MISSION OF PHI ALPHA. THE FOCUS OF THE APPLICATION IS THE STUDENT'S LEADERSHIP, SERVICE, IMPACT AND COMMITMENT. THE AWARDS ARE (1ST) 1,000, (2ND) 750 AND (3RD) 500. THE FIRST PLACE SELECTION WILL RECEIVE AN ALL-EXPENSES-PAID TRIP TO RECEIVE THEIR AWARD AT THE PHI ALPHA HONOR SOCIETY INTERNATIONAL BUSINESS MEETING HELD DURING THE COUNCIL ON SOCIAL WORK EDUCATION ANNUAL PROGRAM MEETING. STUDENTS ARE NOMINATED BY THEIR PHI ALPHA CHAPTER ADVISOR. STUDENTS MUST BE ACTIVE LEADERS OF A PHI ALPHA CHAPTER TO BE NOMINATED. CHAPTER GRANTS PROMOTE AND SUPPORT CHAPTERS' ENGAGEMENT IN SERVICE LEARNING. THE PROGRAM SUPPORTS ACTIVITIES CONSITENT WITH THE MISSION OF PROMOTING: (1) HUMANITARIAN GOALS AND (2) BONDS AMOUNG STUDENTS. CHAPTERS ARE TO BE FUNDED UP TO 1,000 TO CONDUCT SERVICE PROJECTS IN THEIR COMMUNITIES. 6,000 IS AWARDED EACH ACADEMIC YEAR. CHAPTERS SUBMIT A BRIEF ACCOUNT FOLLOWING THE SERVICE PROJECT. STUDENT MEMBERSHIP SUPPORT IS DESIGNED FOR STUDENTS ELGIBLE FOR PHI ALPHA MEMBERSHIP WHOSE SITUATION MAKES IT A CHALLENGE TO PAY MEMBERSHIP FEES. EACH CHAPTER RECEIVES 2 MEMBERSHIPS PER ACADEMIC YEAR AT NO COST. CHAPTERS ARE RESPONSIBLE FOR ANY CHAPTER FEES. CHAPTER SUPPORT SUPPORTS CHAPTERS IN ORGANIZING MEMBERSHIP AND NEW MEMBER RECRUITMENT. RUNNING THROUGH APRIL 2021, CHAPTERS MAY ASK FOR AND RECEIVE UP TO 100 TOWARD AN EVENT OR MEETING. CHAPTERS ARE ASKED TO ORGANIZE MEMBERSHIP AND INVITE STUDENTS WHO ARE ELIGIBLE TO JOIN PHI ALPHA. FUNDS MAY BE USED FOR REFRESHMENTS, MATERIALS OR OTHER ITEMS. CHAPTERS SUBMIT A BRIEF ACCOUNT FOLLOWING THE EVENT OR MEETING. MSW SCHOLARSHIP RECOGNIZES STUDENT SCHOLARSHIP, SEVICE AND LEADERSHIP. AWARDS OF 3,000, 2,000 AND 1,000 ARE PRESENTED EACH YEAR. THE FIRST PLACE WINNER RECEIVES AN ALL-EXPENSE-PAID TRIP TO PRESENT HER OR HIS WORK DURING THE PHI ALPHA EXECUTIVE MEETING IN CONJUNCTION WITH COUNCIL IN SOCIAL WORK EACH FALL.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Dr Paul Baggett Executive Di | Officer | 1 | $48,000 |
Dr Donna Cherry Chief Oper. | Officer | 1 | $24,000 |
Tammy Hamilton Coordinator | Officer | 38 | $0 |
Jane Maas-Brady Associate Di | Officer | 1 | $0 |
Susan Bowden Director | Trustee | 1 | $0 |
Dr Mike Berghoef Director | Trustee | 1 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $0 |
Related organizations | $9,600 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | $0 |
Noncash contributions included in lines 1a–1f | $9,600 |
Total Revenue from Contributions, Gifts, Grants & Similar | $9,600 |
Total Program Service Revenue | $284,352 |
Investment income | $183 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $0 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | -$2,974 |
Miscellaneous Revenue | $0 |
Total Revenue | $291,161 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $0 |
Grants and other assistance to domestic individuals. | $20,950 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $72,000 |
Compensation of current officers, directors, key employees. | $0 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $53,746 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $33,007 |
Payroll taxes | $0 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $6,577 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $0 |
Advertising and promotion | $0 |
Office expenses | $31,238 |
Information technology | $17,485 |
Royalties | $0 |
Occupancy | $9,780 |
Travel | $0 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $36 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $0 |
Insurance | $1,318 |
All other expenses | $342 |
Total functional expenses | $254,636 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $336,478 |
Savings and temporary cash investments | $322,847 |
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 | $11,680 |
Prepaid expenses and deferred charges | $0 |
Net Land, buildings, and equipment | $0 |
Investments—publicly traded securities | $0 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $0 |
Total assets | $671,005 |
Accounts payable and accrued expenses | $0 |
Grants payable | $0 |
Deferred revenue | $0 |
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 | $0 |
Total liabilities | $0 |
Net assets without donor restrictions | $671,005 |
Net assets with donor restrictions | $0 |
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 | $671,005 |
Organization Name | Assets | Revenue |
---|---|---|
Phi Theta Kappa Jackson, MS | $30,434,221 | $16,557,458 |
Pi Kappa Phi Properties Inc Charlotte, NC | $36,157,884 | $10,688,194 |
Sigma Phi Epsilon Fraternity Inc Richmond, VA | $54,140,029 | $10,282,777 |
Alpha Omicron Pi Fraternity Inc Brentwood, TN | $57,425,535 | $8,065,959 |
Pi Beta Phi Fraternity Town Country, MO | $45,635,121 | $9,219,516 |
Omega Psi Phi Fraternity Decatur, GA | $10,119,312 | $8,150,669 |
Educational Foundation Of Alpha Gamma Rho Kansas City, MO | $16,072,489 | $5,767,840 |
Alpha Gamma Delta Fraternity Tuscaloosa, AL | $2,561,270 | $3,643,915 |
House Board Of Gamma Pi Of Kappa Kappa Gamma Tuscaloosa, AL | $20,813,023 | $3,697,163 |
Pi Beta Phi Fraterntiy Town Country, MO | $1,016,424 | $3,235,102 |
Nautilus Management Inc Memphis, TN | $16,834,211 | $2,172,564 |
Alabama Beta Of Pi Beta Phi House Association Incorporated Tuscaloosa, AL | $16,056,470 | $2,809,750 |