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Phi Alpha Theta History Honor Society Inc

EIN 23-2838156 · Lutz, FL

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthGood89 out of 100GovernanceWeak44 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

PROVIDE A FORUM FOR EDUCATIONAL INTERACTION FOR COLLEGE STUDENTS IN THE FIELD OF HISTORY. THE ORGANIZATION PROVIDES FINANCIAL ASSISTANCE TO STUDENTS WHO SUBMIT PAPERS, TRANSCRIPTS AND LETTERS OF RECOMMENDATION. THE ORGANIZATION ALSO PREPARES JOURNALS FOR ITS MEMBERS AND OTHERS TO ENHANCE HISTORICAL EDUCATION AND ACHIEVEMENT.

Income
$585,208
Spending
$524,755
Spent on programs
54%
Reserves
20.9 months of spending
Largest source of income
fees for its services, 64%
Employees
10
Highest pay
$87,622, chief operat

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Good: 89 out of 100. Higher than 70% of charities in its peer group (education, $250k to $1m).

  • Reserves

    35 of 35

    Spendable reserves would cover 20.9 months of spending.

  • Debt

    16 of 20

    It owes 18% of what it owns.

  • Living within its means

    15 of 15

    Income exceeded spending by 10% of income.

  • Income trend

    15 of 15

    Income rose 16% on the year before.

  • Spending floor

    8 of 15

    54% of spending went to programs and raising each dollar of donations cost 0 cents.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Weak: 44 out of 100. Higher than 14% of charities in its peer group (education, $250k to $1m).

  • Independent board

    18 of 25

    3 of 3 voting board members are independent.

  • Conflict of interest policy

    0 of 15

    Reports no written conflict of interest policy.

  • Whistleblower policy

    0 of 8

    Reports no written whistleblower policy.

  • Record keeping policy

    0 of 7

    Reports no written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    0 of 10

    Did not give the board a copy of this return before filing it.

  • Pay set independently

    5 of 5

    Sets its chief executive's pay through independent review and comparison.

  • Independent check of accounts

    6 of 15

    Its accounts were not audited or reviewed by an independent accountant.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (2)
  1. $268,410 spent. THE PUBLICATION OF THE "HISTORIAN" JOURNAL AND "THE NEWSLETTER" JOURNAL. THESE PUBLICATIONS DISSEMINATE HISTORICAL INFORMATION. THE ORGANZIATION PROVIDES FINANCIAL ASSISTANCE TO STUDENTS THAT ASSIST IN THE PRODUCTION OF THESE PERIODICALS. APPROXIMATE MEMBERSHIP IS 15,000 TO 20,000. THE ORGANIZATION RECEIVES ROYALTIES FROM PUBLISHERS AND FROM WEBSITES WITH RESPECT TO SALES OF THE "HISTORIAN" JOURNAL TO LIBRARIES AND OTHER NON- MEMBERS.
  2. $15,500 spent. PROVIDES FINANCIAL ASSISTANCE TO COLLEGE STUDENTS AND RESEARCHERS THAT SUBMIT PAPERS, TRANSCRIPTS AND LETTERS OF RECOMMENDATION. ELIGIBLE RECIPIENTS ARE MEMBERS OF THE ORGANIZATION. ENCOURAGES THE STUDY OF HISTORY BY PROVIDING RECOGNITION TO STUDENTS, GRADUATES AND FACULTY FOR THEIR MEMBERSHIP IN THE ORGANZIATION THROUGH THE SALE OF SMALL ITEMS WITH THE ORGANIZATION'S LOGO TO SHOW MEMBERSHIP IN THE ORGANIZATION AT GRADUATION AND OTHER EVENTS.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending June 2025.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since July 1996.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.