Civic Intelligence

Henry E & Nancy H Bartels Trust FBO the Chi Psi Educational Trust Inc

EIN 20-1811497 • 501(c)3 • Nashville, TN

Profile

To provide scholarship and other education-related funding for the undergraduate members of the chi psi fraternity through the chi psi educational trust, inc.

45 Rutledge StreetNashville, TN 37210

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

83rd percentile

0.50x

Higher debt load relative to assets than 83% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

98th percentile

7.77x

Higher debt load relative to revenue than 98% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

71st percentile

18%

Higher net margin than 71% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

35th percentile

-1.2%

Faster asset growth than 35% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

89%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$1,406,125

Down $17,037 (-1.2%) from 2023

Liabilities

Down

$700,727

Down $44,901 (-6.0%) from 2023

Net Assets

Up

$705,398

Up $27,864 (+4.1%) from 2023

Operations
Liabilities / Revenue98th percentileNet Margin71st percentile

Revenue

Up

$90,176

Up $42,518 (+89%) from 2023

Expenses

Up

$73,718

Up $4,003 (+5.7%) from 2023

Net Income

Up

$16,458

Up $38,515 (+175%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $408,986Liabilities 2011: $215,521Net Assets 2011: $193,4652011Assets 2012: $838,165Liabilities 2012: $316,466Net Assets 2012: $521,6992012Assets 2013: $1,519,602Liabilities 2013: $681,851Net Assets 2013: $837,7512013Assets 2014: $1,665,848Liabilities 2014: $917,114Net Assets 2014: $748,7342014Assets 2015: $1,476,304Liabilities 2015: $776,637Net Assets 2015: $699,6672015Assets 2016: $1,414,700Liabilities 2016: $770,997Net Assets 2016: $643,7032016Assets 2017: $1,543,606Liabilities 2017: $763,764Net Assets 2017: $779,8422017Assets 2018: $1,321,000Liabilities 2018: $690,313Net Assets 2018: $630,6872018Assets 2019: $2,051,504Liabilities 2019: $1,097,897Net Assets 2019: $953,6072019Assets 2020: $2,786,248Liabilities 2020: $1,500,656Net Assets 2020: $1,285,5922020Assets 2021: $2,776,791Liabilities 2021: $1,353,162Net Assets 2021: $1,423,6292021Assets 2022: $1,512,277Liabilities 2022: $656,700Net Assets 2022: $855,5772022Assets 2023: $1,423,162Liabilities 2023: $745,628Net Assets 2023: $677,5342023Assets 2024: $1,406,125Liabilities 2024: $700,727Net Assets 2024: $705,3982024

Highlighted filing

2024

Assets$1,406,125
Liabilities$700,727
Net Assets$705,398
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2011: -$34,268Expenses 2011: $31,940Net Income 2011: -$66,2082011Revenue 2012: $360,492Expenses 2012: $31,748Net Income 2012: $328,7442012Revenue 2013: -$32,266Expenses 2013: $48,206Net Income 2013: -$80,4722013Revenue 2014: $30,402Expenses 2014: $69,800Net Income 2014: -$39,3982014Revenue 2015: $67,352Expenses 2015: $62,382Net Income 2015: $4,9702015Revenue 2016: $52,224Expenses 2016: $47,740Net Income 2016: $4,4842016Revenue 2017: $110,900Expenses 2017: $54,969Net Income 2017: $55,9312017Revenue 2018: $28,508Expenses 2018: $72,815Net Income 2018: -$44,3072018Revenue 2019: $28,229Expenses 2019: $68,449Net Income 2019: -$40,2202019Revenue 2020: $94,189Expenses 2020: $194,538Net Income 2020: -$100,3492020Revenue 2021: $137,883Expenses 2021: $113,234Net Income 2021: $24,6492021Revenue 2022: $150,302Expenses 2022: $64,444Net Income 2022: $85,8582022Revenue 2023: $47,658Expenses 2023: $69,715Net Income 2023: -$22,0572023Revenue 2024: $90,176Expenses 2024: $73,718Net Income 2024: $16,4582024

Highlighted filing

2024

Revenue$90,176
Expenses$73,718
Net Income$16,458
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,406,125
Liabilities
$700,727
Net assets
$705,398
Revenue
$90,176
Expenses
$73,718
Net income
$16,458
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.70$0.71$0.09$0.07$0.02
2023Summary only. Only limited summary data is available for this year.$1.42$0.75$0.68$0.05$0.07$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.66$0.86$0.15$0.06$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.78$1.35$1.42$0.14$0.11$0.02
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$1.50$1.29$0.09$0.19$0.10
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.05$1.10$0.95$0.03$0.07$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.69$0.63$0.03$0.07$0.04
2017Summary only. Only limited summary data is available for this year.$1.54$0.76$0.78$0.11$0.05$0.06
2016Summary only. Only limited summary data is available for this year.$1.41$0.77$0.64$0.05$0.05$0.00
2015Summary only. Only limited summary data is available for this year.$1.48$0.78$0.70$0.07$0.06$0.00
2014Summary only. Only limited summary data is available for this year.$1.67$0.92$0.75$0.03$0.07$0.04
2013Summary only. Only limited summary data is available for this year.$1.52$0.68$0.84$0.03$0.05$0.08
2012Summary only. Only limited summary data is available for this year.$0.84$0.32$0.52$0.36$0.03$0.33
2011Summary only. Only limited summary data is available for this year.$0.41$0.22$0.19$0.03$0.03$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Gross Receipts
$626,499
Mission and Program Overview

Mission

To provide scholarship and other education-related funding for the undergraduate members of the chi psi fraternity through the chi psi educational trust, inc.

To provide scholarship and other education-related funding for the undergraduate and graduate members of the chi psi fraternity through the chi psi educational trust, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$891,227$1,061,185▲ $169,958
Cap Stk Tr Prin Current Funds$677,534$705,398▲ $27,864
Cash and Non-Interest-Bearing Accounts$294,669$237,982▼ $56,687
Investments Other Securities$237,266$106,958▼ $130,308
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,423,162$1,406,125▼ $17,037
Liabilities
Accounts Payable and Accrued Expenses$745,628$700,727▼ $44,901
Total Liabilities$745,628$700,727▼ $44,901
Net Assets / Fund Balance
Total Net Assets Fund Balance$677,534$705,398▲ $27,864
Total Liabilities and Net Assets / Fund Balance$1,423,162$1,406,125▼ $17,037

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$106,958--
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Benjamin R SillimanTrustee
Harold G Arnwine IiTrustee
Julian B EmersonTrustee
Samuel C BesseyTrustee
Steven a CulbertsonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$90,176
Other Revenue
$0
Change in Net Assets
$16,458
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$38,718
Grants and Similar Amounts Paid$35,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$35,000--$35,000
Interest-$28,762-$28,762
Fees for Services Accounting-$8,600-$8,600
Other Expenses-$433-$433
Total Functional Expenses$35,000$38,718$0$73,718
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Chi Psi Educational Trust IncNashville, TN501(c)(3)To Fund Ten Scholarships and One Fellowship$35,000
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The organization has no committees”

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

“A copy of form 990 is provided to all trustees for review and comment prior to its filing”

Form 990, Part VI, Section C, Line 19

“Governing documents are made available to the public upon request. The organization does not have a conflict of interest policy and financial statements are not prepared.”

Filing and Contact Details

Filer

Filer Name
Henry E & Nancy H Bartels Trust Fbo
EIN
20-1811497
Phone
6157362520
Address
45 RUTLEDGE STREET, NASHVILLE, TN 37210

Signing Officer

Name
Sam Bessey
Title
Trustee
Phone
6157362520
Signed
2025-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sam Bessey
Formed
2004
Legal Domicile
Ct
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
The Innovative CPA Group LLC
Address
1 ENTERPRISE DRIVE SUITE 210, SHELTON, CT 06484
Preparer
John B Loehmann
Phone
2034890612
Raw XML Appendix371 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/BooksInCareOfDetail/PhoneNum06157352520
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO FUND TEN SCHOLARSHIPS AND ONE FELLOWSHIP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CHI PSI EDUCATIONAL TRUST INC
IRS990ScheduleI/RecipientTable/RecipientEIN0030386312
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt045 RUTLEDGE STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NASHVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd037210
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION REQUIRES WRITTEN ACKNOWLEDGEMENT OF THE APPLICATION OF THE GRANTS WITHIN THE SUPPORTING ORGANIZATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS NO COMMITTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 IS PROVIDED TO ALL TRUSTEES FOR REVIEW AND COMMENT PRIOR TO ITS FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT PREPARED.
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 C, LINE 19
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
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IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE CHI PSI EDUCATIONAL TRUST INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0030386312
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE SCHOLARSHIPS AND EDUCTIONAL SUPPORT TO CHI PSI FRATERNITY MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt045 RUTLEDGE STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NASHVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd037210
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt035000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0THE CHI PSI EDUCATIONAL TRUST INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01423162
IRS990/TotalAssetsEOYAmt01406125
IRS990/TotalAssetsGrp/BOYAmt01423162
IRS990/TotalAssetsGrp/EOYAmt01406125
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt038718
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt035000
IRS990/TotalFunctionalExpensesGrp/TotalAmt073718
IRS990/TotalGrossUBIAmt067694
IRS990/TotalLiabilitiesBOYAmt0745628
IRS990/TotalLiabilitiesEOYAmt0700727
IRS990/TotalLiabilitiesGrp/BOYAmt0745628
IRS990/TotalLiabilitiesGrp/EOYAmt0700727
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0677534
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0705398
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt035000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt022482
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt090176
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt067694
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01423162
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01406125
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt045 RUTLEDGE STREET
IRS990/USAddress/CityNm0NASHVILLE
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037210
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SAM BESSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06157362520
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HENRY E & NANCY H BARTELS TRUST FBO
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0THE CHI PSI EDUCATIONAL TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0HENR
ReturnHeader/Filer/EIN0201811497
ReturnHeader/Filer/PhoneNum06157362520
ReturnHeader/Filer/USAddress/AddressLine1Txt045 RUTLEDGE STREET
ReturnHeader/Filer/USAddress/CityNm0NASHVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037210
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814236823
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE INNOVATIVE CPA GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 ENTERPRISE DRIVE SUITE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHELTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006484
ReturnHeader/PreparerPersonGrp/PhoneNum02034890612
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN B LOEHMANN
ReturnHeader/ReturnTs02025-05-14T08:58:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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