Civic Intelligence

Chi Psi Educational Trust Inc.

990 • Fiscal year 2021 • EIN 03-0386312

Jul 01, 2020 to Jun 30, 2021 • Filed on May 17, 2022

Organization ProfileWWW.CHIPSI.ORG
45 Rutledge StreetNashville, TN 37210

(615) 736-2520

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.03x

Higher debt load relative to assets than 24% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

45th percentile

0.18x

Higher debt load relative to revenue than 45% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

92nd percentile

67%

Higher net margin than 92% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

34th percentile

$129,429

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

82nd percentile

30%

Faster asset growth than 82% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-70%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$21,451,813

Up $4,908,621 (+30%) from 2020

Net Assets

Up

$20,802,818

Up $4,803,339 (+30%) from 2020

Liabilities

Up

$648,995

Up $105,282 (+19%) from 2020

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin92nd percentile

Revenue

Down

$3,559,500

Down $8,360,469 (-70%) from 2020

Expenses

Down

$1,167,693

Down $159,729 (-12%) from 2020

Net Income

Down

$2,391,807

Down $8,200,740 (-77%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2011: $3,619,425Liabilities 2011: $419,076Net Assets 2011: $3,200,3492011Assets 2012: $3,469,662Liabilities 2012: $411,982Net Assets 2012: $3,057,6802012Assets 2013: $3,690,395Liabilities 2013: $420,567Net Assets 2013: $3,269,8282013Assets 2014: $4,039,700Liabilities 2014: $324,453Net Assets 2014: $3,715,2472014Assets 2015: $4,742,282Liabilities 2015: $631,167Net Assets 2015: $4,111,1152015Assets 2016: $4,787,770Liabilities 2016: $706,259Net Assets 2016: $4,081,5112016Assets 2017: $4,911,513Liabilities 2017: $595,429Net Assets 2017: $4,316,0842017Assets 2018: $5,665,286Liabilities 2018: $644,076Net Assets 2018: $5,021,2102018Assets 2019: $6,473,992Liabilities 2019: $674,483Net Assets 2019: $5,799,5092019Assets 2020: $16,543,192Liabilities 2020: $543,713Net Assets 2020: $15,999,4792020Assets 2021: $21,451,813Liabilities 2021: $648,995Net Assets 2021: $20,802,8182021Assets 2022: $20,832,645Liabilities 2022: $796,239Net Assets 2022: $20,036,4062022Assets 2023: $25,383,222Liabilities 2023: $1,208,421Net Assets 2023: $24,174,8012023Assets 2024: $34,840,528Liabilities 2024: $805,856Net Assets 2024: $34,034,6722024

Highlighted filing

2021

Assets$21,451,813
Liabilities$648,995
Net Assets$20,802,818
Open 2021 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2011: $1,192,273Expenses 2011: $516,513Net Income 2011: $675,7602011Revenue 2012: $439,096Expenses 2012: $569,358Net Income 2012: -$130,2622012Revenue 2013: $822,671Expenses 2013: $625,445Net Income 2013: $197,2262013Revenue 2014: $738,297Expenses 2014: $534,487Net Income 2014: $203,8102014Revenue 2015: $1,308,821Expenses 2015: $630,560Net Income 2015: $678,2612015Revenue 2016: $775,063Expenses 2016: $639,097Net Income 2016: $135,9662016Revenue 2017: $1,200,442Expenses 2017: $1,078,350Net Income 2017: $122,0922017Revenue 2018: $2,486,933Expenses 2018: $756,534Net Income 2018: $1,730,3992018Revenue 2019: $2,014,625Expenses 2019: $1,375,316Net Income 2019: $639,3092019Revenue 2020: $11,919,969Expenses 2020: $1,327,422Net Income 2020: $10,592,5472020Revenue 2021: $3,559,500Expenses 2021: $1,167,693Net Income 2021: $2,391,8072021Revenue 2022: $4,763,286Expenses 2022: $2,122,054Net Income 2022: $2,641,2322022Revenue 2023: $5,252,208Expenses 2023: $2,972,174Net Income 2023: $2,280,0342023Revenue 2024: $11,055,556Expenses 2024: $3,225,958Net Income 2024: $7,829,5982024

Highlighted filing

2021

Revenue$3,559,500
Expenses$1,167,693
Net Income$2,391,807
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 17, 2022
Return Version
2020v4.2
Gross Receipts
$7,824,555
Mission and Program Overview

Mission

The chi psi educational trust, inc. Serves to develop, fund, and implement leadership and service programs available to all members of chi psi fraternity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,035,908$17,811,164▲ $10,775,256
Pledges and Grants Receivable$7,964,985$1,991,031▼ $5,973,954
Land, Buildings, and Equipment, Net$810,436$755,781▼ $54,655
Savings and Temporary Cash Investments$286,618$681,086▲ $394,468
Cash and Non-Interest-Bearing Accounts$429,082$162,141▼ $266,941
Total Assets$16,543,192$21,451,813▲ $4,908,621
Other Assets Total$16,163$50,610▲ $34,447
Liabilities
Mortgage Notes Payable Secured by Investment Property$527,432$503,060▼ $24,372
Grants Payable$9,750$133,750▲ $124,000
Accounts Payable and Accrued Expenses$6,531$12,185▲ $5,654
Total Liabilities$543,713$648,995▲ $105,282
Net Assets / Fund Balance
Net Assets With Donor Restrictions$15,085,143$19,633,266▲ $4,548,123
Net Assets Without Donor Restrictions$914,336$1,169,552▲ $255,216
Total Net Assets Fund Balance$15,999,479$20,802,818▲ $4,803,339
Total Liabilities and Net Assets / Fund Balance$16,543,192$21,451,813▲ $4,908,621

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$661,871$555,784$1,217,655
Land$91,182-$91,182
Equipment$2,728$33,912$36,640
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Sam BesseyExecutive DirectorFT$129,429$129,429

Board Members and Trustees

NameTitle
Steven L CrowChairman
CHARLES V O'BOYLETrustee
De WhitfieldTrustee
Douglas a BasileTrustee
Harold G Arnwine IiTrustee
Julian B EmersonTrustee
Richard R BurnsTrustee
Skyler WeinandTrustee
V Seenu ReddyTrustee
William J GreenTrustee
William L WarrenTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$2,812,992
Program Service Revenue
$0
Investment Income
$867,989
Other Revenue
$-121,481
All Other Contributions
$2,812,992
Change in Net Assets
$2,391,807

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$126,100Fair Market Value (FMV)
Total Noncash Contributions1$126,100-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,726,452
Revenue Not Reported on Financial Statements
$-166,952
Revenue Not Reported on Form 990
$2,411,532
Other Revenue Adjustments
$-166,952
Total Revenue per Audited Statements
$6,137,984
Total Revenue per Form 990
$3,559,500
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$688,840
Grants and Similar Amounts Paid$478,853
Total Fundraising Expense$349,709
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$344,853--$344,853
Grants to Domestic Individuals$134,000--$134,000
Conferences and Meetings--$72,936$72,936
Fees for Services Accounting-$24,357-$24,357
Insurance-$12,471-$12,471
Other Expenses$214,407$6,173$35,564$6,173
Fees for Services Legal-$1,320-$1,320
Total Functional Expenses$693,260$124,724$349,709$1,167,693

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,334,645
Total Expenses per Audited Statements$1,334,645
Total Expenses per Form 990$1,167,693
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-166,952
Other Expense Adjustments$-166,952
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alpha Nu Trust Fund IncGreenwood, MN501(c)(3)Further the Exempt Purpose$250,000
Chi Psi FraternityNashville, TN501(c)(7)Further the Exempt Purpose$7,640
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“Line 9 explanation - the organization does not have committees who act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“Line 11a explanation - form 990 will be distributed to the board of directors and financial committee for review prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Each new responsible person shall be required to review a copy of this policy and to acknowledge in writing that he or she has done so. Each responsible person shall annually complete a disclosure form identifying any relationships, positions or circumstances in which the responsible person is involved that he or she believes could contribute to a conflict of interest arising. This policy shall be reviewed annually by each member of the board of directors. Any changes to the policy shall be communicated immediately to all responsible persons. Disclosure of any conflicts of interest are to be presented as they arise.”

Form 990, Part VI, Section B, Line 15A

“The process to determine the executive compensation is evaluated annually and approved by the board. A comparative review of peer organizations' executive compensation, years of experience for the position, size of the organization and the cost of living geographically is factored into the decision.”

Form 990, Part VI, Section C, Line 19

“Disclosures of governing documents, policies, and finanacial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Chi Psi Educational Trust Inc
EIN
03-0386312
Phone
6157362520
Address
45 RUTLEDGE STREET, NASHVILLE, TN 37210

Signing Officer

Name
Sam Bessey
Title
Exec. Director
Phone
6157362520
Signed
2022-05-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sam Bessey
Formed
2001
Legal Domicile
Il
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
250

Preparer

Firm
Cherry Bekaert Llp
Address
222 SECOND AVE SOUTH STE 1240, NASHVILLE, TN 37201
Preparer
Ryan Blankenship
Phone
6153836592
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The trust is exempt from federal income taxes under section 501(c)(3) of the u.s. Internal revenue code. However, income from certain activities not directly related to the trust's tax-exempt purpose is subject to taxation as unrelated business income. In addition, the trust qualifies for the charitable contribution deduction under section 170(b)(1)(a) and has been classified as an organization that is not a private foundation under section 509(a). The trust follows financial accounting standards board ("fasb") accounting standards codification ("asc") guidance related to unrecognized tax benefits. The guidance clarifies the accounting for uncertainty in income taxes recognized in an organization's financial statements. This guidance prescribes a minimum probability threshold that a tax position must meet before a financial statement benefit is recognized. The minimum threshold is defined as a tax position that is more likely than not to be sustained upon examination by the applicable taxing authority, including resolution of any related appeals or litigation processes, based on the technical merits of the position. The tax benefit to be recognized is measured as the largest amount of benefit that is greater than 50% likely of being realized upon ultimate settlement. The trust has no tax penalties or interest reported in the accompanying consolidated financial statements.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Rental expenses -166,952.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Rental expenses -166,952.”

Raw XML AppendixShowing 400 of 533 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/LandBldgEquipBasisNetGrp/BOYAmt0810436
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0755781
IRS990/LandBldgEquipCostOrOtherBssAmt01345477
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04098103
IRS990/LessRentalExpensesGrp/RealAmt0166952
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE CHI PSI EDUCATIONAL TRUST, INC. SERVES TO DEVELOP, FUND, AND IMPLEMENT LEADERSHIP AND SERVICE PROGRAMS AVAILABLE TO ALL MEMBERS OF CHI PSI FRATERNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0527432
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0503060
IRS990/NetAssetsOrFundBalancesBOYAmt015999479
IRS990/NetAssetsOrFundBalancesEOYAmt020802818
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0671451
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0671451
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-64565
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-128552
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-63987
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02411532
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0914336
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01169552
IRS990/NoncashContributionsAmt0126100
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt016163
IRS990/OtherAssetsTotalGrp/EOYAmt050610
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SERVICE CONTRACT
IRS990/OtherExpensesGrp/Desc1CONTRACT SERVICES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt0241209
IRS990/OtherExpensesGrp/FundraisingAmt135564
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt080403
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16173
IRS990/OtherExpensesGrp/ProgramServicesAmt0214407
IRS990/OtherExpensesGrp/TotalAmt0536019
IRS990/OtherExpensesGrp/TotalAmt135564
IRS990/OtherExpensesGrp/TotalAmt26173
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt07071
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07071
IRS990/OtherRevenueTotalAmt07071
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt07964985
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01991031
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SAM BESSEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0FELLOWSHIPS, GRANTS, AND SCHOLARSHIPS - PROVIDES THE PROMOTION OF HIGHER EDUCATION. AWARDED 42 MERIT-BASED ACADEMIC FINANCIAL AWARDS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0403654
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0134000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt011340057
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0466035
IRS990/PYInvestmentIncomeAmt0670611
IRS990/PYOtherExpensesAmt0861387
IRS990/PYOtherRevenueAmt0-90699
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt010592547
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01327422
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011919969
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02391807
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-128552
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0286618
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0681086
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02812992
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0840057
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01870402
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01315793
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01046934
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07886178
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0234938
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0148919
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0144073
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt096213
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt082793
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0706936
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.59870
IRS990ScheduleA/PublicSupportPY170Pct00.40900
IRS990ScheduleA/PublicSupportTotal170Amt05144519
IRS990ScheduleA/SubstantialContributorsTotAmt02741659
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02812992
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0840057
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01870402
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01315793
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01046934
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07886178
IRS990ScheduleA/TotalSupportAmt08593114
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0661871
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0555784
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01217655
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt02728
IRS990ScheduleD/EquipmentGrp/DepreciationAmt033912
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt036640
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-166952
IRS990ScheduleD/ExpensesSubtotalAmt01334645
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt091182
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt091182
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02411532
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-166952
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-166952
IRS990ScheduleD/RevenueNotReportedAmt02411532
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-166952
IRS990ScheduleD/RevenueSubtotalAmt03726452
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE TRUST'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE TRUST QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A). THE TRUST FOLLOWS FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") GUIDANCE RELATED TO UNRECOGNIZED TAX BENEFITS. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS. THIS GUIDANCE PRESCRIBES A MINIMUM PROBABILITY THRESHOLD THAT A TAX POSITION MUST MEET BEFORE A FINANCIAL STATEMENT BENEFIT IS RECOGNIZED. THE MINIMUM THRESHOLD IS DEFINED AS A TAX POSITION THAT IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT TO BE RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE TRUST HAS NO TAX PENALTIES OR INTEREST REPORTED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RENTAL EXPENSES -166,952.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RENTAL EXPENSES -166,952.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0755781
IRS990ScheduleD/TotalExpensesPerForm990Amt01167693
IRS990ScheduleD/TotalRevenuePerForm990Amt03559500
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06137984
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01334645
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0134000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR UNDERGRADUATE AND GRADUATE STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt042
IRS990ScheduleI/RecipientTable/CashGrantAmt07640
IRS990ScheduleI/RecipientTable/CashGrantAmt1250000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(7)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FURTHER THE EXEMPT PURPOSE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FURTHER THE EXEMPT PURPOSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CHI PSI FRATERNITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ALPHA NU TRUST FUND INC
IRS990ScheduleI/RecipientTable/RecipientEIN0386089059
IRS990ScheduleI/RecipientTable/RecipientEIN1416034850
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt045 RUTLEDGE STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt14900 LODGE LANE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NASHVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1GREENWOOD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd037210
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd155331
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MEMBERS OF THE BOARD OF TRUSTEES ARE PRESENT AT THE EDUCATIONAL PROGRAMS TO ENSURE ITS SUCCESS AND TO ENSURE THE FUNDS HAVE BEEN USED FOR ITS INTENDED PURPOSE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV - ADDITIONAL SUPPLEMENTAL INFORMATION
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0126100
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 9 EXPLANATION - THE ORGANIZATION DOES NOT HAVE COMMITTEES WHO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LINE 11A EXPLANATION - FORM 990 WILL BE DISTRIBUTED TO THE BOARD OF DIRECTORS AND FINANCIAL COMMITTEE FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH NEW RESPONSIBLE PERSON SHALL BE REQUIRED TO REVIEW A COPY OF THIS POLICY AND TO ACKNOWLEDGE IN WRITING THAT HE OR SHE HAS DONE SO. EACH RESPONSIBLE PERSON SHALL ANNUALLY COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES IN WHICH THE RESPONSIBLE PERSON IS INVOLVED THAT HE OR SHE BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST ARISING. THIS POLICY SHALL BE REVIEWED ANNUALLY BY EACH MEMBER OF THE BOARD OF DIRECTORS. ANY CHANGES TO THE POLICY SHALL BE COMMUNICATED IMMEDIATELY TO ALL RESPONSIBLE PERSONS. DISCLOSURE OF ANY CONFLICTS OF INTEREST ARE TO BE PRESENTED AS THEY ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS TO DETERMINE THE EXECUTIVE COMPENSATION IS EVALUATED ANNUALLY AND APPROVED BY THE BOARD. A COMPARATIVE REVIEW OF PEER ORGANIZATIONS' EXECUTIVE COMPENSATION, YEARS OF EXPERIENCE FOR THE POSITION, SIZE OF THE ORGANIZATION AND THE COST OF LIVING GEOGRAPHICALLY IS FACTORED INTO THE DECISION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DISCLOSURES OF GOVERNING DOCUMENTS, POLICIES, AND FINANACIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,451,813
Liabilities
$648,995
Net assets
$20,802,818
Revenue
$3,559,500
Expenses
$1,167,693
Net income
$2,391,807
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$34.8$0.81$34.0$11.1$3.23$7.83
2023Detailed filing. Detailed filing data is available for this year.$25.4$1.21$24.2$5.25$2.97$2.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.8$0.80$20.0$4.76$2.12$2.64
2021Detailed filing. Detailed filing data is available for this year.$21.5$0.65$20.8$3.56$1.17$2.39
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.5$0.54$16.0$11.9$1.33$10.6
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.47$0.67$5.80$2.01$1.38$0.64
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.67$0.64$5.02$2.49$0.76$1.73
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.91$0.60$4.32$1.20$1.08$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.79$0.71$4.08$0.78$0.64$0.14
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.74$0.63$4.11$1.31$0.63$0.68
2014Summary only. Only limited summary data is available for this year.$4.04$0.32$3.72$0.74$0.53$0.20
2013Summary only. Only limited summary data is available for this year.$3.69$0.42$3.27$0.82$0.63$0.20
2012Summary only. Only limited summary data is available for this year.$3.47$0.41$3.06$0.44$0.57$0.13
2011Summary only. Only limited summary data is available for this year.$3.62$0.42$3.20$1.19$0.52$0.68
Peer Organizations

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