Civic Intelligence

Phi Beta Psi Charity Trust Fund

990 • Fiscal year 2023 • EIN 23-7254166

Jun 01, 2022 to May 31, 2023 • Filed on Nov 15, 2023

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

71st percentile

18%

Higher net margin than 71% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Revenue Growth

69th percentile

25%

Faster revenue growth than 69% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$462,171

Up $462,171 from 2022

Net Assets

Up

$462,171

Up $462,171 from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin71st percentile

Revenue

Up

$462,167

Up $92,661 (+25%) from 2022

Expenses

Up

$380,838

Up $496 (+0.1%) from 2022

Net Income

Up

$81,329

Up $92,165 (+851%) from 2022

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

2023

Assets$462,171
Liabilities$0
Net Assets$462,171
Open 2023 Filing

Operations Trend

Revenue Growth69th percentile

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

2023

Revenue$462,167
Expenses$380,838
Net Income$81,329
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$462,167
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
Rtn Earn Endowment Incm Other Fnds$380,842$462,171▲ $81,329
Savings and Temporary Cash Investments$380,842$232,647▼ $148,195
Cash and Non-Interest-Bearing Accounts$0$100▲ $100
Total Assets$380,842$462,171▲ $81,329
Other Assets Total-$229,424-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$380,842$462,171▲ $81,329
Total Liabilities and Net Assets / Fund Balance$380,842$462,171▲ $81,329

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$229,424--
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
$462,095
Program Service Revenue
$0
Investment Income
$72
Other Revenue
$0
All Other Contributions
$462,095
Change in Net Assets
$81,329
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$380,838
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$380,838--$380,838
Total Functional Expenses$380,838$0$0$380,838
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
2023-11-15
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 Appendix279 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.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd0false
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
IRS990/AllOtherContributionsAmt0462095
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IRS990/BooksInCareOfDetail/PersonNm0KATHY STEWART
IRS990/BooksInCareOfDetail/PhoneNum04193316946
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IRS990/BooksInCareOfDetail/USAddress/ZIPCd045807
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IRS990/CYGrantsAndSimilarPaidAmt0380838
IRS990/CYInvestmentIncomeAmt072
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IRS990/CYOtherRevenueAmt00
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IRS990/CYTotalExpensesAmt0380838
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0462167
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IRS990/Desc0DANA-FARBER CANCER INSTITUTE:DR. ALEXANDER GUSEV INSTITUTE FOR CANCER RESEARCH:DR. JAMES DUNCAN MOFFIT CANCER & RESEARCH:DR. ANA GOMES VANDERBILT UNIVERSITY:DR. JASHIM UDDIN DARTMOUTH-HITCHCOCK CLINIC:DR. KRISTIN MULLER UNIVERSITY OIF TEXAS-ANDERSON CANCER CENTER:DR. YUN TOTAL RESEARCH GRANT DISBURSEMENTS: $380,838
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IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0380838
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0380838
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0462167
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt072
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0PROVIDING 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
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0380842
IRS990/NetAssetsOrFundBalancesEOYAmt0462171
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt0229424
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KATHY STEWART
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYRevenuesLessExpensesAmt0-10836
IRS990/PYTotalExpensesAmt0380342
IRS990/PYTotalRevenueAmt0369506
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt081329
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0462167
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0380842
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0380842
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0232647
IRS990ScheduleA/CommunityTrustInd0X
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0115914
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0958851
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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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY STEWART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04192369001
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
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ReturnHeader/Filer/EIN0237254166
ReturnHeader/Filer/PhoneNum04192369001
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Louisville
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040207
ReturnHeader/PreparerPersonGrp/PhoneNum05022081400
ReturnHeader/PreparerPersonGrp/PreparationDt02024-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Timothy Winters EA
ReturnHeader/ReturnTs02024-01-30T08:03:02-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEWART
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$462,171
Liabilities
$0
Net assets
$462,171
Revenue
$462,167
Expenses
$380,838
Net income
$81,329
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
2023Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$4.62$3.81$0.81
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$3.70$3.80$0.11
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits