2026-03-22T18:24:36-07:00 2025-12-31 990 2025-01-01 956201337 PHI BETA KAPPA SOCIETY NORTHERN CALIFORNIA PHIB 6505758889 PO BOX 22492 CARMEL CA 93922 William Clancey Treasurer 6505758889 2026-03-17 2025 2025-03-06 01:10:19Z William J Clancey 415 Asilomar Avenue Pacific Grove CA 93950 186822 0 X PBKNCA.COM X 1951 CA THE PROMOTION OF SCHOLARSHIP AND RESEARCH 10 10 0 11 55566 0 64063 67146 20354 23099 77684 66728 0 0 162101 156973 125000 105000 0 0 0 0 0 0 1585 20437 27120 145437 132120 16664 24853 701554 741555 0 0 701554 741555 THE PROMOTION OF SCHOLARSHIP AND RESEARCH 0 0 18334 0 23100 SPECIAL EDUCATIONAL EVENTS including ASILOMAR EVENTS AND OTHER SPECIAL EVENTS. 3233 0 0 PUBLICATIONS INFORMING MEMBERS OF OUR ACCOMPLISHMENTS AND PROGRAM ACTIVITIES INCLUDING 4 NEWSLETTERS PER YEAR 105000 0 0 10 SCHOLARSHIP AWARDS OF $10000 EACH FOR TOTAL OF $120,000. 5 TEACHING EXCELLENCE AWARDS OF $1000 EACH TOTALING $5000. 0 0 0 126567 1 1 0 0 0 0 0 0 0 0 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 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 1 1 1 1 0 1 0 0 0 0 0 0 CA X X William J Clancey 6505758889 PO BOX 22492 CARMEL CA 93922 X MELISSA LASSELL Teaching Excellence Chair 1 0 X 0 0 0 RAY HENDESS Communications Officer 1 0 X 0 0 0 DEIRDRE FRONTCZAK Asilomar Chair 1 0 X 0 0 0 MELISSA STEVENS President 3 0 X 0 0 0 O NEIL DILLON Vice-President Programs 2 0 X 0 0 0 JOANNE SANDSTROM Vice-President Scholarships 2 0 X 0 0 0 LARRY DAVENPORT Vice-President Membership 1 X 0 0 0 WILLIAM J CLANCEY Treasurer 5 1 X 0 0 0 SHELDON GREENE Recording Secretary 1 X 0 0 0 KRISTINE ANGELES Corresponding Secretary 1 0 X 0 0 0 0 0 0 0 0 0 0 0 0 20406 0 0 0 46740 0 67146 ASILOMAR CONFERENCE 611600 15149 15149 0 0 SPECIAL EVENTS 611600 7950 7950 0 0 0 0 0 0 23099 11162 11162 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 85415 0 29849 0 55566 0 55566 0 55566 0 0 0 156973 34261 55566 0 0 0 105000 105000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 252 0 252 0 446 0 446 0 2760 0 2760 0 18334 18334 0 0 322 0 322 0 Newsletter printing & postage 3233 3233 0 0 Post office box rental 188 0 188 0 Credit Card Processing Service 1576 0 0 1576 Donation Processing Service 9 0 0 9 132120 126567 3968 1585 76993 85119 6876 6877 617685 649559 701554 741555 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 266346 279986 435208 461569 701554 741555 701554 741555 24853 15148 0 0 0 0 X 0 0 0 X 74293 91374 65265 64063 67146 362141 10531 12385 21884 20354 23100 88254 84824 103759 87149 84417 90246 450395 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 450395 23624 16469 0 77683 66727 184503 0 0 0 0 0 0 23624 16469 0 77683 66727 184503 0 0 0 0 0 0 0 0 0 0 0 108448 120228 87149 162100 156973 634898 0.70940 0.76393 0.29060 0.23607 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 SCHOLARSHIP 10 10000 0 TEACHING EXCELLENCE AWARD 5 1000 0 Schedule I, Part I, Line 2 PBK NCA's award criteria are documented on the web site (https://pbknca.com/Apply-for-a-Scholarship and https://pbknca.com/Nomination-Form). Awardees are entitled to use the money in any manner that supports their studies; they are not required to perform particular tasks, e.g., a survey or a particular lab experiment. However, they are encouraged to post notes about the significance of the award (https://pbknca.com/Awardees-Say-Thanks). One or more grantees are typically invited to speak at the Annual Asilomar Conference to report on their scholarly activities, e.g., a graduate student's project or a teacher's special topic. Form 990, Part VI, Section A, Line 6 PHI BETA KAPPA HAS 664 MEMBERS, NO STOCKHOLDERS Form 990, Part VI, Section A, Line 7a Per the PBK NCA By-Laws, Article VIII ELECTIONS, members elect the members of the Board. Form 990, Part VI, Section A, Line 7b Per the PBK NCA By-Laws, Article XI AMENDMENTS AND REVISIONS, members have the power to approve amendments to the By-Laws Form 990, Part VI, Section A, Line 9 Name: MELISSA STEVENS, President Address: 426 Culver Blvd, Playa Del Rey, CA 90293 Name: O'NEIL DILLON, 1st Vice-President Programs Address: 891 Regal Road, Berkeley, CA 94708-1351 Name: JOANNE SANDSTROM, 2nd Vice-President Scholarships Address: 1958 Manzanita Drive, Oakland, CA 94611-1138 Name: LARRY DAVENPORT, 3rd Vice-President Membership Address: 1501 Adeline Ave, Redlands, CA 92374-5711 Name: WILLIAM J. CLANCEY, Treasurer Address: 415 Asilomar Ave, Pacific Grove, CA 93950 Name: KRISTINE ANGELES, Corresponding Secretary Address: 330 Steven Bridges Ct, Tracy, CA 95377 Name: SHELDON GREENE, Recording Secretary Address: 1195 Sterling Ave Berkeley CA 94708 Name: MELISSA LASSELL, Teaching Excellence Chair Address: 4715 42nd Ave SW #524, Seattle, WA 98116 Name: RAY HENDESS, Communications Officer Address: 210 West Street, Petaluma, CA 94952-2136 Name: DEIRDRE FRONTCZAK, Asilomar Chair Address: 461 Cahill Lane, Santa Rosa, CA 95401 Form 990, Part VI, Section B, Line 11b An Internal Audit committee reviews and amends the end-year financial report with the treasurer. The treasurer then enters the data in Form 990, consulting with other board members as necessary for data and confirmation of changes during the reporting year. Form 990, Part VI, Section C, Line 19 Following the Internal Audit, the end-year Statement of Activities is posted on the organization's website (PBKNCA.com).