Phi Alpha Theta


Phi Alpha Theta

PAT's mission is to promote the study of history through the encouragement of research, good teaching, publication and the exchange of learning and ideas among historians. PAT seeks to bring students and teachers together for intellectual and social exchanges, which promote and assist historical research and publication by members in a variety of ways. Membership: $50 (student).

Organization Type:
National Trade or Professional Association
Acronym:
PAT
Tax Exempt Status:
501(c)(3)
Industry:
Clubs See Also Fraternal Organizations, Education, History/Historic Preservation, Honorary Societies
Year Founded:
1921
Address:
4202 E. Fowler Ave., SOC107
Tampa, FL 33620-8100
Telephone:
Toll Free:
Fax:
Staff:
8
Members:
over 400,000 members


Financial Snapshot

 

Total revenues: $510,621


Year - 2017
1st-yr growth
-0.81%
 
 
 
 
 
Year by Year
Revenue
 
Program service revenue
 
Sales of non-inventory assets
 
Royalties
 
Other

Total expenses: $571,151


Year - 2017
1st-yr growth
-7.54%
 
 
 
 
 
Year by Year
Expenses
 
Compensation of disqualified persons
 
Other expenses
 
Compensation of current officers, directors, etc
 
Other

Total assets: $1,314,070


Year - 2017
1st-yr growth
1.50%
 
 
 
 
 
Year by Year
Assets
 
Investments in publicly traded securities
 
Cash -- non-interest bearing
 
Inventories for sale or use
 
Other

Total Liabilities: $270,060


Year - 2017
1st-yr growth
69.82%
 
 
 
 
 
Year by Year
Liabilities
 
Deferred revenue
 
Accounts payable and accrued expenses
 
Other liabilities

   Revenue:

Revenue: Amount ($)
Program service revenue 320,012
Sales of non-inventory assets 80,838
Royalties 50,127
Income from sales of inventory 37,500
Investment income 17,644
Total contributions 4,500
Net rental income 0
Miscellaneous revenue 0
Gaming income 0
Tax-exempt bond proceeds 0
Fundraising income 0
Total Revenue:

$510,621

1-yr growth
-0.81%
Program service revenue
Sales of non-inventory assets
Royalties
Income from sales of inventory
Investment income
Total contributions

   Expenses:

Expenses: Amount ($)
Compensation of disqualified persons 149,545
Other expenses 83,878
Compensation of current officers, directors, etc 80,558
Grants to governments/orgs in the US 74,868
Compensation for non-officers/directors 49,454
Office expenses 48,373
Payroll taxes 20,128
Occupancy 12,114
Grants to individuals in the US 11,050
Information technology 10,823
Accounting fees 10,342
Travel 8,340
Investment management fees 5,309
Insurance 4,442
Conferences, conventions, meetings 1,629
Pension plan contributions 226
Other employee benefits 72
Grants to orgs and individuals outside the US 0
Benefits paid to or for members 0
Interest expense 0
Payments to affiliates 0
Depreciation, depletion, amortization 0
Travel/entertainment expenses to public officials 0
Royalties 0
Other fees 0
Advertising and promotion 0
Lobbying fees 0
Professional fundraising fees 0
Management fees 0
Legal fees 0
Total Expenses:

$571,151

1-yr growth
-7.54%
Compensation of disqualified persons
Other expenses
Compensation of current officers, directors, etc
Grants to governments/orgs in the US
Compensation for non-officers/directors
Office expenses
Payroll taxes
Occupancy
Grants to individuals in the US
Information technology
Others

   Assets:

Assets: Amount ($)
Investments in publicly traded securities 1,081,140
Cash -- non-interest bearing 170,536
Inventories for sale or use 49,894
Prepaid expenses or deferred charges 12,500
Investments in other securities 0
Savings and temporary cash investments 0
Receivables from officers, directors, etc. 0
Receivables from disqualified persons 0
Notes and loans receivables 0
Program-related investments 0
Intangible assets 0
Accounts receivable 0
Other assets 0
Pledges and grants receivable 0
Land, buildings, & equipment (net) 0
Total Assets:

$1,314,070

1-yr growth
1.50%
Investments in publicly traded securities
Cash -- non-interest bearing
Inventories for sale or use
Prepaid expenses or deferred charges

   Liabilities:

Liabilities: Amount ($)
Deferred revenue 185,098
Accounts payable and accrued expenses 72,337
Other liabilities 12,625
Tax-exempt bond liabilities 0
Escrow or custodial account liability 0
Loans and other payables to officers, directors, etc. 0
Secured mortgages and notes payabl 0
Unsecured mortgages and notes payable 0
Grants payable 0
Total Liabilities:

$270,060

1-yr growth
69.82%
Deferred revenue
Accounts payable and accrued expenses
Other liabilities

   Net Assets:

Net Assets: Amount ($)
Unrestricted net assets 1,030,010
Temporarily restricted net assets 14,000
Permanently restricted net assets 0
Total Net Assets:

$1,044,010

1-yr growth
-8.78%
Unrestricted net assets
Temporarily restricted net assets

Key Staff

  
Name Ascending
Title 
Function 
Add Prospect 
Clayton J. Drees President Board Member, Executive Director ...X
Jacob M. Blosser Vice President Board Member ...X
Jessica Magro Administrative Assistant Administration ...X
Jochen Burgtorf Advisory Board Chair Board Member, Chief Executive Officer ...X
Judy Drawdy Staff Assistant Administration ...X
Kees Boterbloem Editor Publications ...X
Michael J. Decker Executive Director Executive Director ...X
Wendy Tunstall Office Manager Administration, Senior Executive ...X

Meetings/Conferences

Year Descending
Name 
Location 
Facility 
From 
To 
Attendance 
Exhibitors 
Facility Amenities 
2018Phi Alpha Theta Biennial Convention 2018 New Orleans , LA , United States Intercontinental Hotel January 3 January 7   Ski, Cruise, Golf, Casino, Convention Center...X
20162016 Phi Alpha Theta Biennial Convention Orlando , FL , United States Hilton Resort,Walt Disney World January 6 January 10   Convention Center...X

Publications

Name 
Frequency 
Advertising 
PAT NewsletterquarterlyNo...X
The HistorianquarterlyNo...X

Recent Lobbying Spending

Source: Lobbying Disclosure Electronic Filings, Office of the Clerk, U.S House of Representatives.

2019 Q3: $0
2019 Q2: $0
2019 Q1: $0
2018: $0


PAC Details

Name: -



FEC ID: -



Last updated: -


PAC Contributions

(-)

Outside Representation

Firm Name Ascending
Reg/ Term 
Date 
  This organization has no outside representation data available.
 

Legislative Issue Focus

Source: Lobbying Disclosure Electronic Filings, Office of the Clerk, U.S House of Representatives.

This organization has no legislative issue data available.

Active Legislation

This organization has no active legislation data available.

Contractors

Contractor Ascending
Service Category 
Reported Year Descending
Reported Compensation 
  This organization has no contractors information available.
 

***Disclaimer: This information has been sourced from a combination of the IRS Forms 990, 5500, and the Federal Audit Clearinghouse



 
  AssociationExecs.com is a Paid Subscription Service.  
 
Sign-In For Existing Users
Email:
Password:
   
 
 
Sign up for a FREE 2-Day Trial today!

AssociationExecs is the largest and most comprehensive online directory of associations
and association executives.