2024-05-14T13:44:27-05:00 2023-06-30 760124314 VIEBIG MCCOMMON & ASSOCIATES PC CPA'S 401 WEST ALABAMA HOUSTON TX 77006 990 2022-07-01 237339609 PHI BETA KAPPA ALUMNI OF GREATER HOUSTON PHIB 7135249811 PO BOX 25283 HOUSTON TX 77265 WILLIAM MONROE PHD PRESIDENT 7137439007 2024-05-13 1 WILLIAM MONROE PHD 999009999 0 V RICHARD VIEBIG JR P00622222 7135299949 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WILLIAM MONROE PHD 5441 HUCKLEBERRY LANE HOUSTON TX 77056 1682892 0 X N/A X 1973 TX ENCOURAGEMENT OF SCHOLASTIC EXCELLENCE IN HOUSTON AREA HIGH SCHOOLS. 14 14 0 20 117653 0 168985 184032 0 0 281478 117653 0 0 450463 301685 276000 242000 0 0 0 0 0 0 0 103383 115910 379383 357910 71080 -56225 3961018 3621794 288000 5000 3673018 3616794 X SEE SCHEDULE O 0 0 242000 242000 165756 TO ACHIEIVE THE OBJECTIVE OF THE ORGANIZATION, COLLEGE SCHOLARSHIPS FOR HIGH SCHOOL SENIORS IN THE HOUSTON AREA ARE AWARDED. SCHOLARSHIP PAYMENTS ARE MADE DIRECTLY TO THE COLLEGE WHICH EACH AWARDEE IS ATTENDING TO BE APPLIED TO TUITION. IN RARE CASES IN WHICH A STUDENT WOULD NOT BENEFIT FROM PAYMENTS MADE TO A COLLEGE OR UNIVERSITY, A SCHOLARSHIP PAYMENT MAY BE MADE DIRECTLY TO THE SCHOLARSHIP RECIPIENT WITH EVIDENCE THAT THE STUDENT HAS INCURRED EXPENSES FOR EDUCATIONAL PURPOSES (TUITION, FEES, RENT, FOOD, LODGING, TRAVEL, COMPUTING EQUIPMENT, BOOKS, PARKING PERMITS, STUDY ABROAD, INTERNET SERVICE, COMMUTING EXPENSES, ETC.) EQUAL TO THE VALUE OF THE SCHOLARSHIP. SEE RECIPIENTS LIST (EXHIBIT A AVAILABLE UPON REQUEST). 72914 EXPENSES RELATED TO THE ADMINISTRATION OF AWARDING SCHOLARSHIPS, INCLUDING THE COST OF THE AWARDS BANQUET. 314914 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X ANN CHAI DICK 8326730860 PO BOX 7943 HOUSTON TX 77270 X WILLIAM MONROE PHD PRESIDENT 0.00 X X 0 0 0 ANDREW DAVIS PHD VICE PRESIDENT- FUNDRAISIN 0.00 X X 0 0 0 JAMES D MARSHALL JD DIRECTOR 0.00 X 0 0 0 DANIEL M MCCLURE DIRECTOR 0.00 X 0 0 0 FRITZ LANHAM VICE PRESIDENT-SCHOLARSHIP 0.00 X X 0 0 0 WILLIAM S NICHOLS IV VICE PRESIDENT- FINANCE 0.00 X X 0 0 0 MARK R YZAGUIRRE JD SECRETARY 0.00 X X 0 0 0 IVAN KOZAK DIRECTOR 0.00 X 0 0 0 ALAN J ALEXANDER TREASURER 0.00 X X 0 0 0 MARTIN J SIEGEL JD DIRECTOR 0.00 X 0 0 0 JENNIFER SHADE WILSON PHD VICE PRESIDENT-SCHOLARSHIP 0.00 X X 0 0 0 JOHN SHADDIX CO VICE PRESIDENT-FUNDRAISING 0.00 X X 0 0 0 DAVID A KAROHL DIRECTOR 0.00 X 0 0 0 HANNAH POHLMANN DIRECTOR 0.00 X 0 0 0 0 0 0 0 0 0 0 0 17776 500 165756 184032 75281 75281 1423579 1381207 42372 42372 42372 301685 0 117653 0 242000 242000 27568 27568 6300 5300 1000 35049 35049 300 300 3047 2300 747 26170 26170 POSTAGE & PRINTING 10446 10446 WEB DESIGN/ HOSTING 5304 5304 BANK CHARGES 979 364 615 APPLICATION SOFTWARE 466 466 281 281 357910 314914 42996 0 6106 24103 435975 114953 3518937 3482738 3961018 3621794 288000 5000 288000 5000 X 2049594 1943370 1623424 1673424 3673018 3616794 3961018 3621794 -56225 0 X 0 0 0 X 253676 254450 272572 168984 133532 1083214 253676 254450 272572 168984 133532 1083214 0 0 0 1083214 105586 182332 317810 281479 168154 1055361 105586 182332 317810 281479 168154 1055361 359262 436782 590382 450463 301686 2138575 0.50650 0.53800 0.49350 0.46200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 SCHOLARSHIPS PAYABLE 5000 5000 1 SCHOLARSHIP PAYMENTS ARE MADE DIRECTLY TO THE COLLEGE WHICH EACH AWARDEE IS ATTENDING TO BE APPLIED TO TUITION. IN RARE CASES IN WHICH A STUDENT WOULD NOT BENEFIT FROM PAYMENTS MADE TO A COLLEGE OR UNIVERSITY, A SCHOLARSHIP PAYMENT MAY BE MADE DIRECTLY TO THE SCHOLARSHIP RECIPIENT WITH EVIDENCE THAT THE STUDENT HAS INCURRED EXPENSES FOR EDUCATIONAL PURPOSES (TUITION, FEES, RENT, FOOD, LODGING, TRAVEL, COMPUTING EQUIPMENT, BOOKS, PARKING PERMITS, STUDY ABROAD, INTERNET SERVICE, COMMUTING EXPENSES, ETC.) EQUAL TO THE VALUE OF THE SCHOLARSHIP. 63 242000 PART I, LINE 2: SCHOLARSHIP PAYMENTS ARE MADE DIRECTLY TO THE COLLEGE WHICH EACH AWARDEE IS ATTENDING TO BE APPLIED TO TUITION. IN RARE CASES IN WHICH A STUDENT WOULD NOT BENEFIT FROM PAYMENTS MADE TO A COLLEGE OR UNIVERSITY, A SCHOLARSHIP PAYMENT MAY BE MADE DIRECTLY TO THE SCHOLARSHIP RECIPIENT WITH EVIDENCE THAT THE STUDENT HAS INCURRED EXPENSES FOR EDUCATIONAL PURPOSES (TUITION, FEES, RENT, FOOD, LODGING, TRAVEL, COMPUTING EQUIPMENT, BOOKS, PARKING PERMITS, STUDY ABROAD, INTERNET SERVICE, COMMUTING EXPENSES, ETC.) EQUAL TO THE VALUE OF THE SCHOLARSHIP. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE CHIEF OBJECTIVE OF THE PHI BETA KAPPA ALUMNI OF GREATER HOUSTON IS THE ENCOURAGEMENT OF SCHOLASTIC EXCELLENCE IN HOUSTON AREA HIGH SCHOOLS. THIS IS CARRIED OUT BY AWARDING SCHOLARSHIPS TO AN OUTSTANDING STUDENT FROM EACH OF SEVENTY-SIX AREA HIGH SCHOOLS, SELECTED BY THE SCHOOLS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 WILL BE PROVIDED TO THE ORGANIZATION AND DISTRIBUTED TO THE DIRECTORS FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS INCLUDING GOVERNING DOCUMENT AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.