Phi Beta Kappa Society Northern California
Phi Beta Kappa Society Northern California is a public charity based in Carmel, California. It is the Northern California alumni association of Phi Beta Kappa, and its stated purpose is to promote scholarship and research.
Phi Beta Kappa Society Northern California at a glance
- Total assets
- $741,555
- +5.7% vs 2024
- Revenue (2025)
- $156,973
- -3.2% vs 2024
- Net investment income (2025)
- $66,728
- -14.1% vs 2024
- Expenses (2025)
- $132,120
- -11.0% vs 2024
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated October 2026.
How to apply to Phi Beta Kappa Society Northern California
- Contact
Mailing address: PO Box 22492, Carmel, CA 93922
Phone: (650) 575-8889
Website: https://pbknca.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Phi Beta Kappa Society Northern California funds
How this funder distributes its grants
Grant Size Distribution
43 grants across all recorded years
The most common grant size was under $50K: 43 grants of 43 (100%).
Geographic Focus
Where this funder awards grants
The association describes its service area as Northern California. Its scholarship page lists San Francisco State University, Santa Clara University, Stanford University, UC Berkeley, UC Davis, UC San Francisco, UC Santa Cruz, and the University of the Pacific as eligible institutions.
Grant Distribution by State
States
Cities
How Phi Beta Kappa Society Northern California gives
- Giving grew 25% from 2020 to 2023. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2023, annual grant giving ranged from $68K (2020) to $114K (2022). In 2023 it made 13 grants totaling $85K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 13 grants to individuals Recipients not named | — | $85,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $741,555 | $156,973 | $132,120 | — | — | $66,728 |
| 2024 | $701,554 | $162,101 | $148,437 | — | — | $77,684 |
| 2023 | $615,813 | $138,164 | $112,284 | $85,000 | 13 | $29,914 |
| 2022 | $700,647 | $120,228 | $146,474 | $114,000 | 15 | $16,469 |
| 2021 | $726,893 | $108,448 | $106,712 | $93,000 | 15 | $23,624 |
| 2020 | $675,740 | $92,979 | $81,221 | $68,000 | 16 | $17,000 |
| 2019 | $618,563 | $117,029 | $112,433 | $95,000 | 17 | $20,660 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The organization’s stated mission is “the promotion of scholarship and research.” Its 2024 filing describes special educational events, including Asilomar events; publications about its accomplishments and programs, including four newsletters per year; 12 scholarship awards of $10,000 each; and eight Teaching Excellence Awards of $1,000 each.
The association’s website describes scholarships for Phi Beta Kappa members enrolled in graduate or professional programs at listed Northern California universities. It says awardees may use the money in any manner that supports their studies. Teaching Excellence Awards are also part of its program.
Grantmaking
The IRS filing data reports 13 grants totaling $85,000 in 2023. It reports no grants in 2024 or 2025. Separately, the organization’s 2024 filing describes a scholarship program of 12 awards at $10,000 each and eight Teaching Excellence Awards at $1,000 each.
The website reports that in May 2026 the association awarded ten scholarships of $10,000 each and six Teaching Excellence Awards. That May 2026 award event has passed. For scholarship applications, the website directs eligible students to submit materials to their campus coordinator, not to the Northern California Association. It lists eligibility requirements including election to Phi Beta Kappa by a U.S. chapter, current enrollment in a graduate or professional program in Northern California, and no prior PBKNCA scholarship. The stated selection materials include a response of up to 600 words about the applicant’s work and its significance, and a writing sample of up to 600 words. Applicants are told to check their campus coordinator’s deadline; no specific date is given.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists:
- Melissa Lassell — Teaching Excellence Chair
- Ray Hendess — Communications Officer
- Deirdre Frontczak — Asilomar Chair
- Melissa Stevens — President
- O’Neil Dillon — Vice-President Programs
- Joanne Sandstrom — Vice-President Scholarships
- Larry Davenport — Vice-President Membership
- William J. Clancey — Treasurer
- Sheldon Greene — Recording Secretary
- Kristine Angeles — Corresponding Secretary
Phi Beta Kappa Society Northern California is led by Melissa Stevens, President since 2023 (on filings since 2020); none of the 10 officers listed in 2025 report compensation.
Officers on the 2025 filing
Melissa Stevens
President
Teaching Excellence → President, 2023
On filings since 2020
3 hrs/week
No compensation reported
Deirdre Frontczak
Asilomar Chair
On filings since 2019
1 hr/week
No compensation reported
Melissa Lassell
Teaching Excellence Chair
Teaching Excellence → Teaching Excellence Chair, 2024
On filings since 2023
1 hr/week
No compensation reported
Joanne Sandstrom
Vice President Scholarships
2nd Vice President → Vice President Scholarships, 2024
On filings since 2019
2 hrs/week
No compensation reported
Ray Hendess
Communications Officer
On filings since 2019
1 hr/week
No compensation reported
O. Neil Dillon
Vice President Programs
On filings since 2024
2 hrs/week
No compensation reported
William J. Clancey
Treasurer
On filings since 2024
5 hrs/week
No compensation reported
Kristine Angeles
Corresponding Secretary
New on the 2025 filing
1 hr/week
No compensation reported
Larry Davenport
Vice President Membership
New on the 2025 filing
1 hr/week
No compensation reported
Sheldon Greene
Recording Secretary
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (8)
- Former: Pat Kenber (2019–2024) — Vice President Membership
- Former: Susan Jenkins (2019–2024) — Corresponding-Recording Secretary
- Former: Amanda Sanyal (2019–2023) — Chapter Liaison
- Former: Duncan Missimer (2019–2023) — Treasurer
- Former: O'Neil Dillon (2019–2023) — 1st Vice President
- Former: Judy Hardardt (2023) — Nominating Committee
- Former: Mary Turner Gilliland (2019–2022) — President
- Former: Cindy Lerner (2019) — Teaching Excellence
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Phi Beta Kappa Society Northern California
How large is Phi Beta Kappa Society Northern California?
Phi Beta Kappa Society Northern California reported $742K in total assets on its 2025 IRS Form 990. Its revenue that year was $157K.
What does Phi Beta Kappa Society Northern California fund?
The organization’s stated mission is “the promotion of scholarship and research.” See mission & focus areas ↑
How do I apply for a grant from Phi Beta Kappa Society Northern California?
Phi Beta Kappa Society Northern California has no public application process in the sources Grantable reviewed. Check pbknca.com for current guidelines, or contact the foundation directly before submitting a request.
Where does Phi Beta Kappa Society Northern California make grants?
The association describes its service area as Northern California. Its scholarship page lists San Francisco State University, Santa Clara University, Stanford University, UC Berkeley, UC Davis, UC San Francisco, UC Santa Cruz, and the University of the Pacific as eligible institutions.
What is Phi Beta Kappa Society Northern California's EIN?
Phi Beta Kappa Society Northern California's EIN (Employer Identification Number) is 95-6201337. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2019 (received by the IRS July 14, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS September 4, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS September 7, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS October 13, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 2, 2024)
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Phi Beta Kappa Society Northern California down — hundreds of funders to go?