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Nonprofit · EIN 61-1286470

PHI ETA SIGMA NATIONAL HONOR SOCIETY INC

Tax-exempt · TUSCALOOSA, AL 35487

Financials

$722K$1M2022$769K$1.1M2023$796K$983K2024
Revenue Expenses · by fiscal year end
Financials of PHI ETA SIGMA NATIONAL HONOR SOCIETY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$796,413$982,588-$186,175$8,194,247$25,740$8,168,507
June 30, 2024990$769,042$1,143,833-$374,791$7,892,649$51,287$7,841,362
June 30, 2023990$721,552$1,022,212-$300,660$7,728,078$41,081$7,686,997
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$554,202
Investment income
$242,211
Net gain from sales of assets
$28,188
Other revenue
$0

Expenses

Grants and similar amounts paid
$299,000
Other salaries and wages
$305,696
Salaries, compensation and benefits (total)
$330,699
Professional fundraising fees
$0
Accounting fees
$8,212
Occupancy
$18,000
Travel
$2,041
Depreciation
$2,485
Program services (functional)
$860,896
Management and general (functional)
$121,692

Balance sheet and other

Total assets, start of year
$7,892,649
Total assets, end of year
$8,194,247
Total liabilities, end of year
$25,740
Net assets, end of year
$8,168,507
Land, buildings and equipment
$5,045
Publicly traded securities
$7,261,460
Net assets without donor restrictions
$4,173,544
Net assets with donor restrictions
$3,994,963
Gross unrelated business income
$242,211
Gross receipts
$1,359,391
Employees
14
Volunteers
0
Year formed
1922
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.

NameTitleHours / weekCompensation
MARY LEE CALDWELLEXECUTIVE DIRECTOR
Officer
40$151,128
Lisa RuchExecutive Committe Member
Trustee or director
2$0
Tony KempExecutive Committe Member
Trustee or director
2$0
Alvin JohnsonExecutive Committe Member
Trustee or director
2$0
Nicole KaufeldtExecutive Committe Member
Trustee or director
2$0
Emaan MughalExecutive Committe Member
Trustee or director
2$0
Nicole ZellersExecutive Committe Member
Trustee or director
2$0
Jennifer Vuia-RiserExecutive Committe Member
Trustee or director
2$0
Lindsey JacksonExecutive Committe Member
Trustee or director
2$0
Emaan Mughalexecutive Committe Member
Trustee or director
2$0
Nicole GordonExecutive Committe Member
Trustee or director
2$0
Katie GlawsonExecutive Committe Member
Trustee or director
2$0
Justin SternExecutive Committe Member
Trustee or director
2$0
Tim LemperGrand President
Officer
2$0
Jennifer MillerGrand Vice President
Officer
2$0
1 more people on this return
NameTitleHours / weekCompensation
Mary Jo CusterHistorian
Officer
2$0
990 for the year ended June 30, 2024: 12 people
NameTitleHours / weekCompensation
MARY LEE CALDWELLEXECUTIVE DIRECTOR
Officer
40$150,164
Lisa RuchExecutive Committe Member
Trustee or director
2$0
Tony KempExecutive Committe Member
Trustee or director
2$0
Alvin JohnsonExecutive Committe Member
Trustee or director
2$0
Nicole KaufeldtExecutive Committe Member
Trustee or director
2$0
Chinelo EjiforExecutive Committe Member
Trustee or director
2$0
Emaan MughalExecutive Committe Member
Trustee or director
2$0
Nicole ZellersExecutive Committe Member
Trustee or director
2$0
Jennifer Vuia-RiserExecutive Committe Member
Trustee or director
2$0
Tim LemperGrand President
Officer
2$0
Jennifer MillerGrand Vice President
Officer
2$0
Mary Jo CusterHistorian
Officer
2$0
990 for the year ended June 30, 2023: 12 people
NameTitleHours / weekCompensation
MARY LEE CALDWELLEXECUTIVE DIRECTOR
Officer
40$114,700
Lisa RuchExecutive Committe Member
Trustee or director
2$0
Tony KempExecutive Committe Member
Trustee or director
2$0
Alvin JohnsonExecutive Committe Member
Trustee or director
2$0
Nicole KaufeldtExecutive Committe Member
Trustee or director
2$0
Chinelo EjiforExecutive Committe Member
Trustee or director
2$0
Emaan MughalExecutive Committe Member
Trustee or director
2$0
Nicole ZellersExecutive Committe Member
Trustee or director
2$0
Jennifer Vuia-RiserExecutive Committe Member
Trustee or director
2$0
Tim LemperGrand President
Officer
2$0
Jennifer MillerGrand Vice President
Officer
2$0
Mary Jo CusterHistorian
Officer
2$0

Address and contacts

Address (IRS master file)
270 KILGORE LANE 2203, TUSCALOOSA, AL 35487-0001
Principal officer (990 for 2024)
MARY LEE CALDWELL, PO BOX 870261, TUSCALOOSA, AL 35487
Signed the 990
MARY LEE CALDWELL, EXECUTIVE DIRECTOR
Phone
(205) 348-0975
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.

990 for the year ended June 30, 2025

Program accomplishments

  • Encourage academic excellance by awarding scholarships to college student members who achieve high academic standards.
    Expenses $860,896 · grants $299,000 · revenue $554,202

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
61-1286470
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
2014
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B80)
Group exemption
6081 (94 member organizations)
Assets (IRS master file)
$8,194,247
Income (IRS master file)
$1,359,391

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$796,413$982,588$8,194,247IRS
990June 2024$769,042$1,143,833$7,892,649IRS
990June 2023$721,552$1,022,212$7,728,078XML
990June 2022$835,871$745,192$7,736,330IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––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 61-1286470).

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 61-1286470.
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.
Are donations to PHI ETA SIGMA NATIONAL HONOR SOCIETY INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Group exemption).
Which annual return does PHI ETA SIGMA NATIONAL HONOR SOCIETY INC 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 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 16 people; 1 received compensation from the organization, the highest $151,128 (MARY LEE CALDWELL, EXECUTIVE DIRECTOR).
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 $796,413, expenses of $982,588 and total assets of $8,194,247 at year end.

Organizations in its group exemption (94)

Other nonprofits in TUSCALOOSA

All nonprofits in TUSCALOOSA · Alabama · Education