Phi Beta Kappa Alumni in Southern California

Nonprofit profile at a glance

EIN
956096554
IRS 990-EZ coverage
2015–2024
Forms available
Form 990 2013, Form 990-EZ 2024, Form 990-N 2024
Location
Los Angeles, CA, USA
Phone
3109988588
Rating
61
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$12,785
Expenses
$11,258
Assets
$98,217
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • MELISA C GALVAN (PRESIDENT AND WEBMASTER)

People named in this filing

  • BETTE NAPOLI HARRIS (NEWSLETTER AND PROGRAMS CO)
  • CAROLANN BENNETT (GRADUATE STUDY SCHOLARSHIP)
  • ELLA SINFIELD (SECRETARY, AND VP PROGRAMS)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Phi beta kappa alumni in southern California offers educational scholarships to students and provides educational events for members.

What it reported doing in 2024

Offer small scholarships to numerous students selected by their schools.

Operating model

Revenue model
Membership-supported. 65% of the money available for current operations came from membership dues.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

SUPPORTED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 45
  • Transparency & Controls: 82
  • Sustainability: 71
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 43%; rating input score 43
  • Program expense ratio: 48.9%; rating input score 49

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 11.9%; rating input score 64; 64th percentile among comparable filings
  • Total-asset coverage ratio: 8.72; rating input score 91; 91st percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 15.3% per year; rating input score 100; 78th percentile among comparable filings
  • Revenue growth: -12.9% per year; rating input score 0; 20th percentile among comparable filings
  • Asset growth: -0.6% per year; rating input score 0; 36th percentile among comparable filings

Details

  • Where the money goes: 43% of revenue deployed · 48.9% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $6K in reported program spending
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 10 filing years from 2015 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 43/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 49/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.