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Nonprofit · EIN 53-0226282

PHI BETA KAPPA SOCIETY

Tax-exempt · WASHINGTON, DC 20009

Financials

$5.2M$6.5M2022$6.7M$6.5M2023$8.3M$7.9M2024
Revenue Expenses · by fiscal year end
Financials of PHI BETA KAPPA SOCIETY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990$8,332,833$7,869,301$463,532$3,672,472$1,087,407$2,585,065
July 31, 2024990$6,654,248$6,531,129$123,119$3,775,833$1,654,911$2,120,922
July 31, 2023990$5,192,264$6,543,341-$1,351,077$3,489,569$1,491,816$1,997,753
Financial details: 990 for the year ended July 31, 2025

Revenue

Contributions, gifts and grants
$5,499,721
Program service revenue
$2,658,544
Investment income
$49,967
Royalties
$99,171
Other revenue
$124,601

Expenses

Grants and similar amounts paid
$100,000
Compensation of officers, directors and key employees
$729,696
Other salaries and wages
$2,194,777
Salaries, compensation and benefits (total)
$3,646,299
Professional fundraising fees
$0
Legal fees
$1,000
Accounting fees
$240,652
Occupancy
$65,330
Travel
$212,364
Program services (functional)
$4,476,800
Management and general (functional)
$2,303,525
Fundraising (functional)
$1,088,976

Balance sheet and other

Total assets, start of year
$3,775,833
Total assets, end of year
$3,672,472
Total liabilities, end of year
$1,087,407
Net assets, end of year
$2,585,065
Net assets without donor restrictions
$2,585,065
Gross unrelated business income
$1,600
Gross receipts
$8,332,833
Employees
31
Volunteers
1,225
Year formed
1883
State of legal domicile
DC

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 July 31, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
FREDERICK LAWRENCESECRETARY/CEO
Officer
31$501,499$64,709$59,608
AMY MULNIXASSOC SECRETARY/COO (THRU 4/1/25)
Officer
28$150,160$37,540$31,553
ANNE WISENASI DIRECTOR
Highest-paid employee
35$161,196$0$49,615
SUDIP BOSEMANAGING ED-THE AMER. SCHOLAR
Highest-paid employee
35$164,617$0$17,917
DEEPIKA MUNNALURIIT MANAGER
Highest-paid employee
35$116,679$0$45,101
ELIZABETH KELLYVISITING SCHOLAR DIRECTOR
Highest-paid employee
35$124,357$0$29,646
KELLY GERALDEDITOR-THE KEY REPORTER
Highest-paid employee
35$110,387$0$25,295
ESTHER JONESPRESIDENT
Trustee or director, Officer
1$0$0$0
RONALD CRUTCHERVICE PRESIDENT
Trustee or director, Officer
1$0$0$0
JEANETTE GARRETTYTREASURER
Trustee or director, Officer
1$0$0$0
ELIZABETH MARSHALL ANDERSONSENATOR
Trustee or director
1$0$0$0
BERNADINE BARNESSENATOR
Trustee or director
1$0$0$0
JANET BAUDER-THORNBURGSENATOR
Trustee or director
1$0$0$0
SUSAN W CARLISLESENATOR
Trustee or director
1$0$0$0
S RAJ CHAUDHURYSENATOR
Trustee or director
1$0$0$0
18 more people on this return
NameTitleHours / weekCompensation
SEAN DECATURSENATOR
Trustee or director
1$0
DOLORES DURAN-CERDASENATOR
Trustee or director
1$0
AMY FERRERSENATOR
Trustee or director
1$0
TARA FISCHERSENATOR
Trustee or director
1$0
GABRILLE FOREMANSENATOR
Trustee or director
1$0
JOHN HARKLESSSENATOR
Trustee or director
1$0
VERA L JUNKERSSENATOR
Trustee or director
1$0
BRIDGET KEEGANSENATOR
Trustee or director
1$0
ROB LAFLEURSENATOR
Trustee or director
1$0
JENNIFER LEWTON-YATESSENATOR
Trustee or director
1$0
MICHAEL LOMAXSENATOR
Trustee or director
1$0
ANNE MCCANTSSENATOR
Trustee or director
1$0
KATHLEEN MCGARRYSENATOR
Trustee or director
1$0
STEVEN MILLERSENATOR
Trustee or director
1$0
ERIC W NYESENATOR
Trustee or director
1$0
SUZIE PARKSENATOR
Trustee or director
1$0
PABLO PASTRANA-PEREZSENATOR
Trustee or director
1$0
PAMELA TROTMAN REIDSENATOR
Trustee or director
1$0
990 for the year ended July 31, 2024: 32 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
FREDERICK LAWRENCESECRETARY/CEO
Officer
31$466,996$60,258$56,911
AMY MULNIXCOO
Officer
28$143,334$35,833$29,346
ANNE WISENASI DIRECTOR
Highest-paid employee
35$154,388$0$46,780
SUDIP BOSEMANAGING ED-THE AMER. SCHOLAR
Highest-paid employee
35$158,021$0$16,534
DEEPIKA MUNNALURIIT MANAGER
Highest-paid employee
35$112,083$0$42,657
ANN MCCULLOCHDIR., CHAPTER AND ASSOC. RELATIONS
Highest-paid employee
35$116,676$0$33,241
ELIZABETH KELLYVISITING SCHOLAR DIRECTOR
Highest-paid employee
35$118,232$0$27,680
PETER QUIMBYPRESIDENT
Trustee or director, Officer
1$0$0$0
ESTHER JONESVICE PRESIDENT
Trustee or director, Officer
1$0$0$0
JONATHAN LEWISTREASURER (THRU 9/1/23)
Trustee or director, Officer
1$0$0$0
JEANETTE GARRETTYTREASURER
Trustee or director, Officer
1$0$0$0
BERNADINE BARNESSENATOR
Trustee or director
1$0$0$0
SUSAN W CARLISLESENATOR
Trustee or director
1$0$0$0
S RAJ CHAUDHURYSENATOR
Trustee or director
1$0$0$0
RONALD CRUTCHERSENATOR
Trustee or director
1$0$0$0
SEAN DECATURSENATOR
Trustee or director
1$0$0$0
DOLORES DURAN-CERDASENATOR
Trustee or director
1$0$0$0
JOHN HARKLESSSENATOR
Trustee or director
1$0$0$0
BRIDGET KEEGANSENATOR
Trustee or director
1$0$0$0
KAREN KOSTERSENATOR
Trustee or director
1$0$0$0
VERA L JUNKERSSENATOR
Trustee or director
1$0$0$0
MICHAEL LOMAXSENATOR
Trustee or director
1$0$0$0
JENNIFER LEWTON-YATESSENATOR
Trustee or director
1$0$0$0
KATHLEEN MCGARRYSENATOR
Trustee or director
1$0$0$0
STEVEN MILLERSENATOR
Trustee or director
1$0$0$0
ERIC W NYESENATOR
Trustee or director
1$0$0$0
CAROL O'DONNELLSENATOR
Trustee or director
1$0$0$0
SUZIE PARKSENATOR
Trustee or director
1$0$0$0
JOHN POPESENATOR
Trustee or director
1$0$0$0
PAMELA TROTMAN REIDSENATOR
Trustee or director
1$0$0$0
JUDITH SHAPIROSENATOR
Trustee or director
1$0$0$0
JANET BAUDER-THORNBURGSENATOR
Trustee or director
1$0$0$0
990 for the year ended July 31, 2023: 31 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
FREDRICK LAWRENCESECRETARY/CEO
Officer
31$432,214$55,769$52,088
EVAGREN CALDERACOO (THRU 9/22)
Officer
28$159,678$39,920$35,291
ANNE WISENASI DIRECTOR
Highest-paid employee
35$141,842$0$43,130
SUDIP BOSEMANAGING ED-THE AMER. SCHOLAR
Highest-paid employee
35$145,409$0$14,541
DEEPIKA MUNNALURIIT MANAGER
Highest-paid employee
35$104,470$0$39,317
ANN MCCULLOCHDIRECTOR, CHAPTER AND ASSOC. RELATIONS
Highest-paid employee
35$108,152$0$30,375
ELIZABETH KELLYVISITING SCHOLAR DIRECTOR
Highest-paid employee
35$112,218$0$26,036
PETER QUIMBYPRESIDENT
Trustee or director, Officer
1$0$0$0
ESTHER JONESVICE PRESIDENT
Trustee or director, Officer
1$0$0$0
JONATHAN LEWISTREASURER
Trustee or director, Officer
1$0$0$0
BERNADINE BARNESSENATOR
Trustee or director
1$0$0$0
SUSAN W CARLISLESENATOR
Trustee or director
1$0$0$0
S RAJ CHAUDHURYSENATOR
Trustee or director
1$0$0$0
RONALD CRUTCHERSENATOR
Trustee or director
1$0$0$0
SEAN DECATURSENATOR
Trustee or director
1$0$0$0
DOLORES DURAN-CERDASENATOR
Trustee or director
1$0$0$0
JOHN HARKLESSSENATOR
Trustee or director
1$0$0$0
BRIDGET KEEGANSENATOR
Trustee or director
1$0$0$0
KAREN KOSTERSENATOR
Trustee or director
1$0$0$0
VERA L JUNKERSSENATOR
Trustee or director
1$0$0$0
MICHAEL LOMAXSENATOR
Trustee or director
1$0$0$0
JENNIFER LEWTON-YATESSENATOR
Trustee or director
1$0$0$0
KATHLEEN MCGARRYSENATOR
Trustee or director
1$0$0$0
STEVEN MILLERSENATOR
Trustee or director
1$0$0$0
ERIC W NYESENATOR
Trustee or director
1$0$0$0
CAROL O'DONNELLSENATOR
Trustee or director
1$0$0$0
SUZIE PARKSENATOR
Trustee or director
1$0$0$0
JOHN POPESENATOR
Trustee or director
1$0$0$0
PAMELA TROTMAN REIDSENATOR
Trustee or director
1$0$0$0
JUDITH SHAPIROSENATOR
Trustee or director
1$0$0$0
JANET BAUDER-THORNBURGSENATOR
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
1606 NEW HAMPSHIRE AVE NW, WASHINGTON, DC 20009-2512
In care of
% MARGARET FARR
Mailing address (990-N for 2007)
City College of New York NAC 5/225, 160 Convent Ave, New York NY 10031
Principal officer (990 for 2024)
FREDERICK M LAWRENCE, 1606 NEW HAMPSHIRE AVENUE, WASHINGTON, DC 20009
Principal officer (990-N for 2007)
Melissa Oden, City College of New York NAC 5/225, 160 Convent Ave, New York NY 10031
Signed the 990
AMBER ELAINE COX, ASSOC SECRETARY/COO
Phone
(202) 265-3808
Return prepared by
RSM US LLP

Mission

THE MISSION OF THE PHI BETA KAPPA SOCIETY IS TO CHAMPION EDUCATION IN THE LIBERAL ARTS AND SCIENCES, FOSTER FREEDOM OF THOUGHT, AND RECOGNIZE ACADEMIC EXCELLENCE.

990 for the year ended July 31, 2025

Program accomplishments

  • THE AMERICAN SCHOLAR: THE AMERICAN SCHOLAR IS PHI BETA KAPPA'S QUARTERLY PUBLICATION, WITH A CIRCULATION TO THE GENERAL PUBLIC. THE CURRENT CIRCULATION IS 19,469 (18,044 ACTIVE SUBSCRIPTIONS, 630 NEWSSTAND SALES AND 795 FREE/NOMINAL RATE DISTRIBUTION). THE PUBLICATION PRESENTS ARTICLES ON SUBJECTS OF BROAD INTEREST, CURRENT AFFAIRS, CULTURAL AFFAIRS, PHILOSOPHY, SCIENCE AND ARTS.
    Expenses $1,685,784 · revenue $346,179
  • TRIENNIAL COUNCIL: THE TRIENNIAL COUNCIL IS THE LEGISLATIVE BODY OF PHI BETA KAPPA THAT CONVENES EVERY THREE YEARS TO CONDUCT THE PHI BETA KAPPA BUSINESS. THE MOST RECENT TRIENNIAL COUNCIL WAS HELD IN AUGUST 2024 FOR THE YEAR ENDED JULY 31, 2025
    Expenses $892,697 · revenue $2,173,758
  • NATIONAL ARTS AND SCIENCES INITIATIVE: PHI BETA KAPPA'S NATIONAL ARTS AND SCIENCES INITIATIVE ENGAGES MEMBERS ACROSS THE COUNTRY TO COMMUNICATE THE VALUE OF LIBERAL ARTS AND SCIENCES, ADVOCATES FOR POLICIES THAT STRENGTHEN HIGHER EDUCATION, AND AWARDS THE KEY INTO PUBLIC SERVICE SCHOLARSHIP, ALONG WITH TRAINING AND MENTORING, TO PROMISING LIBERAL ARTS AND SCIENCES MAJORS PURSUING GOVERNMENT SERVICE.
    Expenses $591,960 · grants $100,000 · revenue $54,803
  • AWARDS, FELLOWSHIPS AND SCHOLARSHIPS: ACADEMIC AWARDS CONSIST OF SEVERAL ENDOWED FELLOWSHIP AND AWARD PROGRAMS. BOOK AWARDS ARE GIVEN ANNUALLY TO THREE OUTSTANDING SCHOLARLY BOOKS DRAWN FROM THE FIELDS OF THE HUMANITIES, THE SOCIAL SCIENCES, THE NATURAL SCIENCES AND MATHEMATICS. THEY MUST BE OF BROAD INTEREST AND ACCESSIBLE TO THE GENERAL, LITERATE READER.
    Expenses $316,952
  • THE KEY REPORTER: THE KEY REPORTER IS A NEWSLETTER THAT IS MAILED TO MEMBERS ON A QUARTERLY BASIS AND KEEPS THEM INFORMED ABOUT CURRENT PHI BETA KAPPA ACTIVITIES.
    Expenses $313,363
  • ASSOCIATION SERVICES: COMMUNITY-BASED GROUPS OF MEMBERS ARE FORMED TO PROVIDE PROGRAMS OF CULTURAL AND INTELLECTUAL INTEREST TO THEIR MEMBERS, AND TO PROMOTE STUDENT ACHIEVEMENT IN HIGH SCHOOLS, COLLEGES AND GRADUATE PROGRAMS.
    Expenses $260,159
  • CHAPTER SERVICES: THE PHI BETA KAPPA CHAPTERS INDUCT INTO THE SOCIETY THE BEST AND BRIGHTEST LIBERAL ARTS AND SCIENCES UNDERGRADUATES AT APPROXIMATELY 290 COLLEGE AND UNIVERSITY CAMPUSES ACROSS THE NATION. DURING THE YEAR ENDED JULY 31, 2025, NEARLY 20,645 NEW STUDENTS WERE INDUCTED.
    Expenses $239,215
  • VISITING SCHOLAR PROGRAM: THE VISITING SCHOLAR PROGRAM INVITES EMINENT SCHOLARS TO UNDERTAKE A SERIES OF VISITS TO COLLEGES AND UNIVERSITIES WITH PHI BETA KAPPA CHAPTERS, CONTRIBUTING TO THE INTELLECTUAL LIFE OF THE CAMPUS BY MAKING POSSIBLE THE EXCHANGE OF IDEAS BETWEEN DISTINGUISHED VISITING SCHOLARS, THE RESIDENT FACULTY AND STUDENTS.
    Expenses $151,144 · revenue $82,204
  • 250TH ANNIVERSARY: THE 250TH ANNIVERSARY OF PHI BETA KAPPA WILL BE IN 2026, AND MULTIPLE EVENTS AND MEETINGS ARE BEING HELD TO FURTHER THE MISSION OF THE ORGANIZATION.
    Expenses $25,526

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990 on file
2023July 31, 2024December 16, 2024990 on file

IRS record

EIN
53-0226282
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Group exemption
Exempt since
1951
Accounting year ends
July
Files
Form 990 or 990-EZ
Group exemption
1130 (336 member organizations)
Assets (IRS master file)
$3,672,472
Income (IRS master file)
$8,332,833

Filing history

FormYear endedRevenueExpensesAssetsReturn
990July 2025$8,332,833$7,869,301$3,672,472XML
990-TJuly 2025–––IRS
990July 2024$6,654,248$6,531,129$3,775,833XML
990-TJuly 2024–––IRS
990July 2023$5,192,264$6,543,341$3,489,569XML
990-TJuly 2023–––IRS
990July 2022$6,537,109$6,234,900$4,608,041IRS
990-TJuly 2022–––IRS
990July 2021–––IRS
990-TJuly 2021–––IRS
990July 2020–––IRS
990July 2019–––IRS
990July 2018–––IRS
990-N for 2007
Officer: Melissa Oden
July 31, 2008≤ $50,000 receipts––e-Postcard

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 53-0226282).

Questions about PHI BETA KAPPA SOCIETY

What is the EIN of PHI BETA KAPPA SOCIETY?
The employer identification number (EIN) of PHI BETA KAPPA SOCIETY is 53-0226282.
Is PHI BETA KAPPA SOCIETY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1951.
Are donations to PHI BETA KAPPA SOCIETY tax-deductible?
Yes. It is listed in IRS Publication 78 (Group exemption).
Which annual return does PHI BETA KAPPA SOCIETY file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of PHI BETA KAPPA SOCIETY due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PHI BETA KAPPA SOCIETY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended July 2025.
Who is the principal officer of PHI BETA KAPPA SOCIETY?
The 990 for the year ended July 31, 2025 names FREDERICK M LAWRENCE.
Who are the officers and directors of PHI BETA KAPPA SOCIETY?
The 990 for the year ended July 31, 2025 lists 33 people; 7 received compensation from the organization, the highest $501,499 (FREDERICK LAWRENCE, SECRETARY/CEO).
How much revenue does PHI BETA KAPPA SOCIETY have?
On its 990 for the year ended July 31, 2025 it reported revenue of $8,332,833, expenses of $7,869,301 and total assets of $3,672,472 at year end.

Organizations in its group exemption (336)

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