Civic Intelligence

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

990 • Fiscal year 2019 • EIN 20-1811497

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 05, 2020

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

83rd percentile

0.54x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

100th percentile

38.89x

Higher debt load relative to revenue than 100% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

2nd percentile

-142%

Higher net margin than 2% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

92nd percentile

55%

Faster asset growth than 92% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

36th percentile

-1.0%

Faster revenue growth than 36% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$2,051,504

Up $730,504 (+55%) from 2018

Net Assets

Up

$953,607

Up $322,920 (+51%) from 2018

Liabilities

Up

$1,097,897

Up $407,584 (+59%) from 2018

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin2nd percentile

Revenue

Down

$28,229

Down $279 (-1.0%) from 2018

Expenses

Down

$68,449

Down $4,366 (-6.0%) from 2018

Net Income

Up

-$40,220

Up $4,087 (+9.2%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2019

Assets$2,051,504
Liabilities$1,097,897
Net Assets$953,607
Open 2019 Filing

Operations Trend

Revenue Growth36th 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

2019

Revenue$28,229
Expenses$68,449
Net Income-$40,220
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 5, 2020
Return Version
2019v5.1
Gross Receipts
$621,824
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$967,649$1,392,895▲ $425,246
Cap Stk Tr Prin Current Funds$630,687$953,607▲ $322,920
Cash and Non-Interest-Bearing Accounts$252,194$500,565▲ $248,371
Investments Other Securities$101,157$158,044▲ $56,887
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,321,000$2,051,504▲ $730,504
Liabilities
Accounts Payable and Accrued Expenses$690,313$1,097,897▲ $407,584
Total Liabilities$690,313$1,097,897▲ $407,584
Net Assets / Fund Balance
Total Net Assets Fund Balance$630,687$953,607▲ $322,920
Total Liabilities and Net Assets / Fund Balance$1,321,000$2,051,504▲ $730,504

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$158,044--
Compensation and Service Providers
Top Officer Pay36th 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
$28,229
Other Revenue
$0
Change in Net Assets
$-40,220
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$45,000
Other Expenses$23,449
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-$20,518-$20,518
Fees for Services Accounting-$2,275-$2,275
Fees for Services Other-$561-$561
Other Expenses-$95-$95
Total Functional Expenses$45,000$23,449$0$68,449
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Chi Psi Educational Trust IncNashville, TN501(c)(3)TO FUND THE HOWARD G "BONES" LUNDBUG 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 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
Samuel C Bessey
Title
Trustee
Phone
6157362520
Signed
2020-10-05
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
P O BOX 187169, HAMDEN, CT 06518
Preparer
John B Loehmann
Phone
2032814933
Raw XML Appendix393 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 EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO FUND THE BARTELS GRADUATE FELLOWSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2TO FUND THE DAVID DUNLOP SCHOLARSHIP FUND
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CHI PSI EDUCATIONAL TRUST INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CHI 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.
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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
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 187169
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ReturnHeader/ReturnTs02020-10-12T13:59:45-05:00
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ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,051,504
Liabilities
$1,097,897
Net assets
$953,607
Revenue
$28,229
Expenses
$68,449
Net income
-$40,220
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
2019Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $1M-$5M nonprofits