Civic Intelligence

Phi Beta Psi Charity Trust Fund

990 • Fiscal year 2022 • EIN 23-7254166

Jun 01, 2021 to May 31, 2022 • Filed on Nov 15, 2022

Organization ProfileN/A
718 Weger AvenueElida, OH 45807

(419) 236-9001

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

35th percentile

-2.9%

Higher net margin than 35% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$0

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin35th percentile

Revenue

$369,506

No earlier filing loaded for comparison.

Expenses

$380,342

No earlier filing loaded for comparison.

Net Income

-$10,836

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $462,171Liabilities 2023: $0Net Assets 2023: $462,1712023Assets 2024: $446,104Liabilities 2024: $0Net Assets 2024: $446,1042024Assets 2025: $572,603Liabilities 2025: $0Net Assets 2025: $572,6032025

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2022: $369,506Expenses 2022: $380,342Net Income 2022: -$10,8362022Revenue 2023: $462,167Expenses 2023: $380,838Net Income 2023: $81,3292023Revenue 2024: $446,101Expenses 2024: $462,168Net Income 2024: -$16,0672024Revenue 2025: $572,599Expenses 2025: $446,100Net Income 2025: $126,4992025

Highlighted filing

2022

Revenue$369,506
Expenses$380,342
Net Income-$10,836
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Nov 15, 2022
Return Version
2021v4.1
Gross Receipts
$369,506
Mission and Program Overview

Mission

Providing cancer research grants. No income is reported from program services, since the program services are research -grants to doctors, hospitals and universities in the field of cancer

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$185,785$0▼ $185,785
Cap Stk Tr Prin Current Funds$185,785$0▼ $185,785
Total Assets$185,785$0▼ $185,785
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$185,785$0▼ $185,785
Total Liabilities and Net Assets / Fund Balance$185,785$0▼ $185,785
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Kathy StewartTreasurer/trustee
Martha SmithTrustee
Nanette NewellTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$369,499
Program Service Revenue
$0
Investment Income
$7
Other Revenue
$0
All Other Contributions
$369,499
Change in Net Assets
$-10,836
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$380,342
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$380,342--$380,342
Total Functional Expenses$380,342$0$0$380,342
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
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
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
Filing and Contact Details

Filer

Filer Name
Phi Beta Psi Charity Trust Fund
EIN
23-7254166
Phone
4192369001
Address
718 WEGER AVENUE, ELIDA, OH 45807

Signing Officer

Name
Kathy Stewart
Title
Treasurer
Phone
4192369001
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Stewart
Formed
1973
Legal Domicile
Oh
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Winters Tax & Consulting LLC
Address
158 Thierman Ln, Louisville, KY 40207
Preparer
Timothy Winters EA
Phone
5022081400
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“3 MEMBERS”

Pt VI, Line 19

“Kathy stewart, treasurer, trustee”

Pt VI, Line 19

“Nanette newell, trustee:164n. Elster dr.,tuscon,az 85710”

Pt VI, Line 19

“(520) 995-6683--martha smith, trustee”

Pt VI, Line 11B

“All trustees are provided a copy for thier review”

Pt VI, Line 8A

“Section a & b: a meeting is held by the trustees after the grants are voted on at the national convention of the psi beta psi sorority, which is held annually in the month of july. Minutes of this meeting are published in the annual news publication of the phi beta psi sorority for review by all members.”

Pt VI, Line 8B

“Section a & b: a meeting is held by the trustees after the grants are voted on at the national convention of the psi beta psi sorority, which is held annually in the month of july. Minutes of this meeting are published in the annual news publication of the phi beta psi sorority for review by all members.”

Pt VI, Line 19

“All financial reports, munites aand donations are printed in the official new publication which all members receive a copy, also any and all reports. Donations and minutes are provided upon request to anyone that is not an official member.”

Raw XML Appendix273 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/ActivityOrMissionDesc0PROVIDING CANCER RESEARCH GRANTS. NO INCOME IS REPORTED FROM PROGRAM SERVICES, SINCE THE PROGRAM SERVICES ARE RESEARCH -GRANTS TO DOCTORS, HOSPITALS AND UNIVERSITIES IN THE FIELD OF CANCER
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IRS990/BooksInCareOfDetail/PhoneNum04193316946
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IRS990/Desc0MAGEE-WOMENS RESEARCH INSTITUTE & FOUNDATION, DR. FAINA LINKOV, THE RECTOR AND VISTORS OF UNIVERSITY OF VIRGINIA, DR. CHINGZHI ZANG; THE UNIVERSITY OF CHICAGO, CHICAGO, ILLINOIS, DR. JUN HUANG; COLUMBIA UNIVERSITY, NEW YORK,NY; DR.SWARNALI ACHARYYA; WASHINGTON UNIVERSITY-ST. LOUIS, MO, DR. KIRAN MAHAJAN, Ph.D.H.; OHIO STATE UNIVERSITY-WEXNER MEDICAL CENTER; DR JOHN HAYES; MULTIPLE ADDITION; TOTAL RESEARCH GRANT DISBURSEMENTS: $380,842
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IRS990/GrantAmt00
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IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd0false
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0185785
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt03 MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1KATHY STEWART, TREASURER, TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NANETTE NEWELL, TRUSTEE:164N. ELSTER DR.,TUSCON,AZ 85710
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3(520) 995-6683--MARTHA SMITH, TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL TRUSTEES ARE PROVIDED A COPY FOR THIER REVIEW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SECTION A & B: A MEETING IS HELD BY THE TRUSTEES AFTER THE GRANTS ARE VOTED ON AT THE NATIONAL CONVENTION OF THE PSI BETA PSI SORORITY, WHICH IS HELD ANNUALLY IN THE MONTH OF JULY. MINUTES OF THIS MEETING ARE PUBLISHED IN THE ANNUAL NEWS PUBLICATION OF THE PHI BETA PSI SORORITY FOR REVIEW BY ALL MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SECTION A & B: A MEETING IS HELD BY THE TRUSTEES AFTER THE GRANTS ARE VOTED ON AT THE NATIONAL CONVENTION OF THE PSI BETA PSI SORORITY, WHICH IS HELD ANNUALLY IN THE MONTH OF JULY. MINUTES OF THIS MEETING ARE PUBLISHED IN THE ANNUAL NEWS PUBLICATION OF THE PHI BETA PSI SORORITY FOR REVIEW BY ALL MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ALL FINANCIAL REPORTS, MUNITES AAND DONATIONS ARE PRINTED IN THE OFFICIAL NEW PUBLICATION WHICH ALL MEMBERS RECEIVE A COPY, ALSO ANY AND ALL REPORTS. DONATIONS AND MINUTES ARE PROVIDED UPON REQUEST TO ANYONE THAT IS NOT AN OFFICIAL MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 19
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ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY STEWART
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
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ReturnHeader/PreparerPersonGrp/PhoneNum05022081400
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Timothy Winters EA
ReturnHeader/ReturnTs02022-11-18T05:39:52-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEWART
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$369,506
Expenses
$380,342
Net income
-$10,836
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$5.73$4.46$1.26
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.46$0.00$4.46$4.46$4.62$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.62$0.00$4.62$4.62$3.81$0.81
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$3.70$3.80$0.11