Civic Intelligence

Henry E and Nancy Bartels Trust FBO the Chi Psi Educ Trust Inc.

990 • Fiscal year 2018 • EIN 20-1811497

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 06, 2019

Organization ProfileN/A
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

82nd percentile

0.52x

Higher debt load relative to assets than 82% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

99th percentile

24.21x

Higher debt load relative to revenue than 99% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

2nd percentile

-155%

Higher net margin than 2% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

9th percentile

-14%

Faster asset growth than 9% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-74%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$1,321,000

Down $222,606 (-14%) from 2017

Net Assets

Down

$630,687

Down $149,155 (-19%) from 2017

Liabilities

Down

$690,313

Down $73,451 (-9.6%) from 2017

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin2nd percentile

Revenue

Down

$28,508

Down $82,392 (-74%) from 2017

Expenses

Up

$72,815

Up $17,846 (+32%) from 2017

Net Income

Down

-$44,307

Down $100,238 (-179%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$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

2018

Assets$1,321,000
Liabilities$690,313
Net Assets$630,687
Open 2018 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$28,508
Expenses$72,815
Net Income-$44,307
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 6, 2019
Return Version
2018v3.1
Gross Receipts
$707,221
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,000,244$967,649▼ $32,595
Cap Stk Tr Prin Current Funds$779,842$630,687▼ $149,155
Cash and Non-Interest-Bearing Accounts$375,520$252,194▼ $123,326
Investments Other Securities$167,842$101,157▼ $66,685
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,543,606$1,321,000▼ $222,606
Liabilities
Accounts Payable and Accrued Expenses$763,764$690,313▼ $73,451
Total Liabilities$763,764$690,313▼ $73,451
Net Assets / Fund Balance
Total Net Assets Fund Balance$779,842$630,687▼ $149,155
Total Liabilities and Net Assets / Fund Balance$1,543,606$1,321,000▼ $222,606

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$101,157--
Compensation and Service Providers
Top Officer PayScore unavailable

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
$28,508
Other Revenue
$0
Change in Net Assets
$-44,307
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$45,000
Other Expenses$27,815
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$45,000--$45,000
Interest-$16,237-$16,237
Fees for Services Accounting-$2,375-$2,375
Fees for Services Other-$266-$266
Other Expenses-$9-$9
Total Functional Expenses$45,000$27,815$0$72,815
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Chi Psi Educational Trust IncNashville, TN501(c)(3)TO FUND THE HOWARD G "BONES" LUNDBUG FUND FOR EDUCATIONTO FUND THE HOWARD G LUNDGBURG FUND FOR EDUCATION$15,000
Chi Psi Educational Trust IncNashville, TN501(c)(3)To Fund the Bartels Graduate Fellowship$15,000
Chi Psi Educational Trust IncNashville, TN501(c)(3)To Fund the David Dunlop Scholarship Fund$15,000
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 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
Samuel C Bessey
Title
Trustee
Phone
6157362520
Signed
2019-04-06
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
T M Byxbee Company Pc
Address
PO BOX 187169, HAMDEN, CT 06518
Preparer
John B Loehmann
Phone
2032814933
Raw XML Appendix399 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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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO FUND THE HOWARD G "BONES" LUNDBUG FUND FOR EDUCATIONTO FUND THE HOWARD G LUNDGBURG FUND FOR EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO FUND THE BARTELS GRADUATE FELLOWSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2TO FUND THE DAVID DUNLOP SCHOLARSHIP FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CHI PSI EDUCATIONAL TRUST INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CHI PSI EDUCATIONAL TRUST INC
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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/IdRelatedTaxExemptOrgGrp/EIN0030386312
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE SCHOLARSHIPS TO CHI PSI FRATERNITY MEMBERS
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IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0THE CHI PSI EDUCATIONAL TRUST INC
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HENRY E & NANCY H BARTELS TRUST FBO
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0THE CHI PSI EDUCATIONAL TRUST INC
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.239.35.90
ReturnHeader/FilingSecurityInformation/IPDt02019-04-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:27:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061386456
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0T M BYXBEE COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 187169
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAMDEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006518
ReturnHeader/PreparerPersonGrp/PhoneNum02032814933
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN B LOEHMANN
ReturnHeader/ReturnTs02019-04-15T12:41:06-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,321,000
Liabilities
$690,313
Net assets
$630,687
Revenue
$28,508
Expenses
$72,815
Net income
-$44,307
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
2018Detailed filing. Detailed filing data is available for this year.$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