Civic Intelligence

Phi Beta Psi Charity Trust Fund

990 • Fiscal year 2025 • EIN 23-7254166

Jun 01, 2024 to May 31, 2025 • Filed on Dec 12, 2025

Organization ProfileN/A
814 Michigan StreetSellersburg, IN 47172

(812) 246-9337

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

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

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

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

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

77th percentile

22%

Higher net margin than 77% of similar nonprofits.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

83rd percentile

28%

Faster asset growth than 83% of similar nonprofits.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

77th percentile

28%

Faster revenue growth than 77% of similar nonprofits.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$572,603

Up $126,499 (+28%) from 2024

Net Assets

Up

$572,603

Up $126,499 (+28%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin77th percentile

Revenue

Up

$572,599

Up $126,498 (+28%) from 2024

Expenses

Down

$446,100

Down $16,068 (-3.5%) from 2024

Net Income

Up

$126,499

Up $142,566 (+887%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

2025

Assets$572,603
Liabilities$0
Net Assets$572,603
Open 2025 Filing

Operations Trend

Revenue Growth77th 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

2025

Revenue$572,599
Expenses$446,100
Net Income$126,499
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Dec 12, 2025
Return Version
2024v5.2
Gross Receipts
$572,599
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$446,104$572,603▲ $126,499
Savings and Temporary Cash Investments$256,250$326,099▲ $69,849
Cash and Non-Interest-Bearing Accounts$100$100→ $0
Total Assets$446,104$572,603▲ $126,499
Other Assets Total$189,754$246,404▲ $56,650
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$446,104$572,603▲ $126,499
Total Liabilities and Net Assets / Fund Balance$446,104$572,603▲ $126,499

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$246,404--
Compensation and Service Providers
Top Officer Pay58th percentile

Board Members and Trustees

NameTitle
Joy SpencerTreasurer/trustee
Barbara SidebottomTrustee
Martha SmithTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$566,032
Program Service Revenue
$0
Investment Income
$6,567
Other Revenue
$0
All Other Contributions
$561,391
Change in Net Assets
$126,499
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$446,100
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$446,100--$446,100
Total Functional Expenses$446,100$0$0$446,100
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
8122469337
Address
814 MICHIGAN STREET, SELLERSBURG, IN 47172

Signing Officer

Name
Joy Spencer
Title
Treasurer
Phone
8122469337
Signed
2025-12-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joy Spencer
Formed
1973
Legal Domicile
In
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.

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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/Desc0TOTAL EXPENSES-LINE 4(a):GRANT DISBURSEMENTS (AS FOLLOWS): 1. THE JOHN HOPKINS UNIVERSITY:$74,350 2. OREGON HEALTH & SCIENCE CENTER: $74,350 3. DUKE UNIVERSITY: $74,350 4. UNIVERSITY OF CALIFORNIA-SAN FRANCISCO: $74,350 5. UNIVERSITY OF CHICAGO: $74,350 6. INDIANA UNIVERSITY: $74,350 LINE 4(B): TOTAL GRANTS RECEIVED FOR ANNUAL ALLOCATION FROM:PHI BETA PSI SORORITY, INC.:$496,006, PLUS REFUND OF UNUSED GRANTS RECEIVED:$65,385/ NATIONAL DUES ASSESSMENTS: $4,641/INTEREST INCOME RECEIVED: $6,567 ($572,599 TOTAL REVENUE REPORTED)
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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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 8b
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/ReturnTs02026-01-28T06:38:49-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$572,603
Liabilities
$0
Net assets
$572,603
Revenue
$572,599
Expenses
$446,100
Net income
$126,499
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
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. 2025 filings • 501(c)3 • $500k-$1M nonprofits