Search icon

PHI ALPHA THETA HISTORY HONOR SOCIETY, INC. - Florida Company Profile

Company Details

Entity Name: PHI ALPHA THETA HISTORY HONOR SOCIETY, INC.
Jurisdiction: FLORIDA
Filing Type: Foreign Non-Profit
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 24 Oct 2002 (22 years ago)
Last Event: REINSTATEMENT
Event Date Filed: 12 Nov 2024 (4 months ago)
Document Number: F02000005359
FEI/EIN Number 232838156

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: UNIVERSITY OF SOUTH FLORIDA, 4202 E FOWLER AVE SOC107, TAMPA, FL, 33620, US
Mail Address: UNIVERSITY OF SOUTH FLORIDA, 4202 E FOWLER AVE SOC107, TAMPA, FL, 33620, US
ZIP code: 33620
County: Hillsborough
Place of Formation: PENNSYLVANIA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PHI ALPHA THETA HISTORY HONOR SOCIETY 401(K) PSP 2021 232838156 2022-11-17 PHI ALPHA THETA HISTORY HONOR SOCIETY, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-07-01
Business code 541990
Sponsor’s telephone number 8134861334
Plan sponsor’s address UNIVERSITY OF SOUTH FLORIDA, 4202 E. FOWLER AVE., SOC107, TAMPA, FL, 33620

Plan administrator’s name and address

Administrator’s EIN 232838156
Plan administrator’s name PHI ALPHA THETA HISTORY HONOR SOCIETY, INC.
Plan administrator’s address UNIVERSITY OF SOUTH FLORIDA, 4202 E. FOWLER AVE., SOC107, TAMPA, FL, 33620
Administrator’s telephone number 8134861334

Signature of

Role Plan administrator
Date 2022-11-17
Name of individual signing JESSICA MAGRO
Valid signature Filed with authorized/valid electronic signature
PHI ALPHA THETA HISTORY HONOR SOCIETY 401(K) PSP 2020 232838156 2021-08-11 PHI ALPHA THETA HISTORY HONOR SOCIETY, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-07-01
Business code 541990
Sponsor’s telephone number 8139748213
Plan sponsor’s address UNIVERSITY OF SOUTH FLORIDA, 4202 E. FOWLER AVE., SOC107, TAMPA, FL, 33620

Plan administrator’s name and address

Administrator’s EIN 232838156
Plan administrator’s name PHI ALPHA THETA HISTORY HONOR SOCIETY, INC.
Plan administrator’s address UNIVERSITY OF SOUTH FLORIDA, 4202 E. FOWLER AVE., SOC107, TAMPA, FL, 33620
Administrator’s telephone number 8139748213

Signature of

Role Plan administrator
Date 2021-08-11
Name of individual signing WENDY TUNSTALL
Valid signature Filed with authorized/valid electronic signature
PHI ALPHA THETA HISTORY HONOR SOCIETY 401(K) PSP 2019 232838156 2020-08-03 PHI ALPHA THETA HISTORY HONOR SOCIETY, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-07-01
Business code 541990
Sponsor’s telephone number 8139748213
Plan sponsor’s address UNIVERSITY OF SOUTH FLORIDA, 4202 E. FOWLER AVE., SOC107, TAMPA, FL, 33620

Plan administrator’s name and address

Administrator’s EIN 232838156
Plan administrator’s name PHI ALPHA THETA HISTORY HONOR SOCIETY, INC.
Plan administrator’s address UNIVERSITY OF SOUTH FLORIDA, 4202 E. FOWLER AVE., SOC107, TAMPA, FL, 33620
Administrator’s telephone number 8139748213

Signature of

Role Plan administrator
Date 2020-08-03
Name of individual signing WENDY TUNSTALL
Valid signature Filed with authorized/valid electronic signature
PHI ALPHA THETA HISTORY HONOR SOCIETY 401(K) PSP 2018 232838156 2019-10-02 PHI ALPHA THETA HISTORY HONOR SOCIETY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-07-01
Business code 541990
Sponsor’s telephone number 8139748213
Plan sponsor’s address UNIVERSITY OF SOUTH FLORIDA, 4202 E. FOWLER AVE., SOC107, TAMPA, FL, 33620

Plan administrator’s name and address

Administrator’s EIN 232838156
Plan administrator’s name PHI ALPHA THETA HISTORY HONOR SOCIETY, INC.
Plan administrator’s address UNIVERSITY OF SOUTH FLORIDA, 4202 E. FOWLER AVE., SOC107, TAMPA, FL, 33620
Administrator’s telephone number 8139748213

Signature of

Role Plan administrator
Date 2019-10-02
Name of individual signing WENDY TUNSTALL
Valid signature Filed with authorized/valid electronic signature
PHI ALPHA THETA HISTORY HONOR SOCIETY 401(K) PSP 2017 232838156 2018-10-23 PHI ALPHA THETA HISTORY HONOR SOCIETY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-07-01
Business code 541990
Sponsor’s telephone number 8139748213
Plan sponsor’s address UNIVERSITY OF SOUTH FLORIDA, 4202 E. FOWLER AVE., SOC107, TAMPA, FL, 33620

Plan administrator’s name and address

Administrator’s EIN 232838156
Plan administrator’s name PHI ALPHA THETA HISTORY HONOR SOCIETY, INC.
Plan administrator’s address UNIVERSITY OF SOUTH FLORIDA, 4202 E. FOWLER AVE., SOC107, TAMPA, FL, 33620
Administrator’s telephone number 8139748213

Signature of

Role Plan administrator
Date 2018-10-23
Name of individual signing WENDY TUNSTALL
Valid signature Filed with authorized/valid electronic signature
PHI ALPHA THETA HISTORY HONOR SOCIETY 401(K) PSP 2016 232838156 2017-07-24 PHI ALPHA THETA HISTORY HONOR SOCIETY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-07-01
Business code 541990
Sponsor’s telephone number 8139748213
Plan sponsor’s address UNIVERSITY OF SOUTH FLORIDA, 4202 E. FOWLER AVE., SOC107, TAMPA, FL, 33620

Plan administrator’s name and address

Administrator’s EIN 232838156
Plan administrator’s name PHI ALPHA THETA HISTORY HONOR SOCIETY, INC.
Plan administrator’s address UNIVERSITY OF SOUTH FLORIDA, 4202 E. FOWLER AVE., SOC107, TAMPA, FL, 33620
Administrator’s telephone number 8139748213

Signature of

Role Plan administrator
Date 2017-07-24
Name of individual signing GRAYDON TUNSTALL
Valid signature Filed with authorized/valid electronic signature
PHI ALPHA THETA HISTORY HONOR SOCIETY 401(K) PSP 2015 232838156 2016-07-11 PHI ALPHA THETA HISTORY HONOR SOCIETY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-07-01
Business code 541990
Sponsor’s telephone number 8139748213
Plan sponsor’s address UNIVERSITY OF SOUTH FLORIDA, 4202 E. FOWLER AVE., SOC107, TAMPA, FL, 33620

Plan administrator’s name and address

Administrator’s EIN 232838156
Plan administrator’s name PHI ALPHA THETA HISTORY HONOR SOCIETY, INC.
Plan administrator’s address UNIVERSITY OF SOUTH FLORIDA, 4202 E. FOWLER AVE., SOC107, TAMPA, FL, 33620
Administrator’s telephone number 8139748213

Signature of

Role Plan administrator
Date 2016-07-11
Name of individual signing GRAYDON TUNSTALL
Valid signature Filed with authorized/valid electronic signature
PHI ALPHA THETA HISTORY HONOR SOCIETY 401(K) PSP 2014 232838156 2015-12-01 PHI ALPHA THETA HISTORY HONOR SOCIETY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-07-01
Business code 541990
Sponsor’s telephone number 8139748213
Plan sponsor’s address UNIVERSITY OF SOUTH FLORIDA, 4202 E. FOWLER AVE., SOC107, TAMPA, FL, 33620

Plan administrator’s name and address

Administrator’s EIN 232838156
Plan administrator’s name PHI ALPHA THETA HISTORY HONOR SOCIETY, INC.
Plan administrator’s address UNIVERSITY OF SOUTH FLORIDA, 4202 E. FOWLER AVE., SOC107, TAMPA, FL, 33620
Administrator’s telephone number 8139748213

Signature of

Role Plan administrator
Date 2015-12-01
Name of individual signing GRAYDON TUNSTALL
Valid signature Filed with authorized/valid electronic signature
PHI ALPHA THETA HISTORY HONOR SOCIETY 401(K) PSP 2013 232838156 2014-09-05 PHI ALPHA THETA HISTORY HONOR SOCIETY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-07-01
Business code 541990
Sponsor’s telephone number 8139748213
Plan sponsor’s address UNIVERSITY OF SOUTH FLORIDA, 4202 E. FOWLER AVE., SOC107, TAMPA, FL, 33620

Plan administrator’s name and address

Administrator’s EIN 232838156
Plan administrator’s name PHI ALPHA THETA HISTORY HONOR SOCIETY, INC.
Plan administrator’s address UNIVERSITY OF SOUTH FLORIDA, 4202 E. FOWLER AVE., SOC107, TAMPA, FL, 33620
Administrator’s telephone number 8139748213

Signature of

Role Plan administrator
Date 2014-09-05
Name of individual signing GRAYDON TUNSTALL
Valid signature Filed with authorized/valid electronic signature
PHI ALPHA THETA HISTORY HONOR SOCIETY 401(K) PSP 2012 232838156 2013-10-22 PHI ALPHA THETA HISTORY HONOR SOCIETY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-07-01
Business code 541990
Sponsor’s telephone number 8139748213
Plan sponsor’s address UNIVERSITY OF SOUTH FLORIDA, 4202 E. FOWLER AVE., SOC107, TAMPA, FL, 33620

Plan administrator’s name and address

Administrator’s EIN 232838156
Plan administrator’s name PHI ALPHA THETA HISTORY HONOR SOCIETY, INC.
Plan administrator’s address UNIVERSITY OF SOUTH FLORIDA, 4202 E. FOWLER AVE., SOC107, TAMPA, FL, 33620
Administrator’s telephone number 8139748213

Signature of

Role Plan administrator
Date 2013-10-22
Name of individual signing GRAYDON TUNSTALL
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
MULLIGAN DEBRA Dr. President HISTORY DEPARTMENT, BRISTOL, RI, 02809
O HOSOK Dr. Chairman HISTORY DEPARTMENT, ST GEORGE, UT, 84770
O HOSOK Dr. Vice President HISTORY DEPARTMENT, ST GEORGE, UT, 84770
O HOSOK Dr. President HISTORY DEPARTMENT, ST GEORGE, UT, 84770
Bourdeau Jessica M Director HISTORY DEPT, TAMPA, FL, 33620
Bourdeau Jessica M Secretary HISTORY DEPT, TAMPA, FL, 33620
MULLIGAN DEBRA Dr. Chairman HISTORY DEPARTMENT, BRISTOL, RI, 02809
Bourdeau Jessica M Agent UNIVERSITY OF SOUTH FLORIDA, TAMPA, FL, 33620

Events

Event Type Filed Date Value Description
REINSTATEMENT 2024-11-12 - -
REVOKED FOR ANNUAL REPORT 2024-09-27 - -
REINSTATEMENT 2023-10-10 - -
REVOKED FOR ANNUAL REPORT 2023-09-22 - -
REGISTERED AGENT NAME CHANGED 2022-12-18 Bourdeau, Jessica M -
REINSTATEMENT 2022-12-18 - -
REVOKED FOR ANNUAL REPORT 2022-09-23 - -
CHANGE OF MAILING ADDRESS 2010-02-15 UNIVERSITY OF SOUTH FLORIDA, 4202 E FOWLER AVE SOC107, TAMPA, FL 33620 -
CHANGE OF PRINCIPAL ADDRESS 2007-04-18 UNIVERSITY OF SOUTH FLORIDA, 4202 E FOWLER AVE SOC107, TAMPA, FL 33620 -
REGISTERED AGENT ADDRESS CHANGED 2007-04-18 UNIVERSITY OF SOUTH FLORIDA, 4202 E FOWLER AVE SOC107, TAMPA, FL 33620 -

Documents

Name Date
REINSTATEMENT 2024-11-12
REINSTATEMENT 2022-12-18
ANNUAL REPORT 2021-04-30
ANNUAL REPORT 2020-03-18
ANNUAL REPORT 2019-04-30
ANNUAL REPORT 2018-02-19
ANNUAL REPORT 2017-03-16
ANNUAL REPORT 2016-03-28
ANNUAL REPORT 2015-03-02
ANNUAL REPORT 2014-01-10

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
23-2838156 Corporation Unconditional Exemption 4202 E FOWLER AVE-SOC 107, TAMPA, FL, 33620-0001 1996-07
In Care of Name % UNIVERSITY OF SOUTH FLORIDA
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes 509(a)(2)
Tax Period 2023-06
Asset 1,000,000 to 4,999,999
Income 500,000 to 999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 1094701
Income Amount 585513
Form 990 Revenue Amount 552857
National Taxonomy of Exempt Entities Education: Scholarships, Student Financial Aid Services, Awards
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name PHI ALPHA THETA HISTORY HONOR SOCIETY INC
EIN 23-2838156
Tax Period 202306
Filing Type E
Return Type 990
File View File
Organization Name PHI ALPHA THETA HISTORY HONOR SOCIETY INC
EIN 23-2838156
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name PHI ALPHA THETA HISTORY HONOR SOCIETY INC USF
EIN 23-2838156
Tax Period 202006
Filing Type E
Return Type 990
File View File
Organization Name PHI ALPHA THETA HISTORY HONOR SOCIETY INC - USF
EIN 23-2838156
Tax Period 201906
Filing Type E
Return Type 990
File View File
Organization Name PHI ALPHA THETA HISTORY HONOR SOCIETY INC - USF
EIN 23-2838156
Tax Period 201806
Filing Type E
Return Type 990
File View File
Organization Name PHI ALPHA THETA HISTORY HONOR SOCIETY INC - USF
EIN 23-2838156
Tax Period 201706
Filing Type E
Return Type 990
File View File

Date of last update: 03 Mar 2025

Sources: Florida Department of State