Nonprofit · EIN 47-1903439
PHI ETA SIGMA NATIONAL HONOR SOCIETY INC
Also known as GROUP RETURN
Tax-exempt · TUSCALOOSA, AL 35487
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $90,805 | $113,409 | -$22,604 | $627,285 | $0 | $627,285 |
| June 30, 2024 | 990 | $113,419 | $113,741 | -$322 | $576,111 | $0 | $576,111 |
| June 30, 2023 | 990 | $311,720 | $339,083 | -$27,363 | $864,559 | $0 | $864,559 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $90,805
- Membership dues
- $66,238
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $3,846
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $113,409
Balance sheet and other
- Total assets, start of year
- $576,111
- Total assets, end of year
- $627,285
- Total liabilities, end of year
- $0
- Net assets, end of year
- $627,285
- Net assets without donor restrictions
- $627,285
- Gross receipts
- $90,805
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2012
- State of legal domicile
- AL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY LEE CALDWELL | EXECUTIVE DIRECTOR Officer | 5 | $0 |
| Tim Lemper | National President Officer | 5 | $0 |
990 for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY LEE CALDWELL | EXECUTIVE DIRECTOR Officer | 5 | $0 |
| MOLLY LAWRENCE | GRAND PRESIDENT Officer | 5 | $0 |
990 for the year ended June 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY LEE CALDWELL | EXECUTIVE DIRECTOR Officer | 5 | $0 |
| MOLLY LAWRENCE | GRAND PRESIDENT Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 870261 2203, TUSCALOOSA, AL 35487-0001
- In care of
- % ELAINE J POWELL
- Principal officer (990 for 2024)
- MARY LEE CALDWELL, PO BOX 870261, TUSCALOOSA, AL 35487
- Signed the 990
- MARY LEE CALDWELL, EXECUTIVE DIRECTOR
- Phone
- (205) 348-0972
- Website
- https://www.phietasigma.org/
- Return prepared by
- WAY RAY SHELTON & CO PC
Mission
To encourage and reward high scholastic achievement among first-year students in institutions of higher learning.
Program accomplishments
- Encourage academic excellance by awarding scholarships to college student members who achieve high academic standards.Expenses $113,409 · grants $3,846
What it must file and when
IRS records say it files Group return. Included in a group return filed by its parent. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 47-1903439
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Exempt since
- 2014
- Accounting year ends
- June
- Files
- Group return
- Category (NTEE)
- Education (B80)
- Group exemption
- 6081: PHI ETA SIGMA NATIONAL HONOR SOCIETY INC
- Assets (IRS master file)
- $627,285
- Income (IRS master file)
- $90,805
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $90,805 | $113,409 | $627,285 | IRS |
| 990 | June 2024 | $113,419 | $113,741 | $576,111 | IRS |
| 990 | June 2023 | $311,720 | $339,083 | $864,559 | XML |
| 990 | June 2022 | $233,533 | $229,843 | $975,375 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-1903439).
Questions about PHI ETA SIGMA NATIONAL HONOR SOCIETY INC
- What is the EIN of PHI ETA SIGMA NATIONAL HONOR SOCIETY INC?
- The employer identification number (EIN) of PHI ETA SIGMA NATIONAL HONOR SOCIETY INC is 47-1903439.
- Is PHI ETA SIGMA NATIONAL HONOR SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Which annual return does PHI ETA SIGMA NATIONAL HONOR SOCIETY INC file?
- Form Group return. Included in a group return filed by its parent.
- When is the next return of PHI ETA SIGMA NATIONAL HONOR SOCIETY INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHI ETA SIGMA NATIONAL HONOR SOCIETY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of PHI ETA SIGMA NATIONAL HONOR SOCIETY INC?
- The 990 for the year ended June 30, 2025 names MARY LEE CALDWELL.
- Who are the officers and directors of PHI ETA SIGMA NATIONAL HONOR SOCIETY INC?
- The 990 for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does PHI ETA SIGMA NATIONAL HONOR SOCIETY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $90,805, expenses of $113,409 and total assets of $627,285 at year end.
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