Civic Intelligence

Phi Beta Psi Sorority

EIN 31-6043811 • 501(c)3 • Mount Sterling, OH

Profile

Grants to charity trust fund for cancer research.

5650 Dyer RoadMount Sterling, OH 43143

www.phibetapsi.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

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

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.

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

Net Margin

40th percentile

-0.0%

Higher net margin than 40% of similar nonprofits.

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

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

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

Asset Growth

41st percentile

-0.1%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

68th percentile

22%

Faster revenue growth than 68% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$285,298

Up $26,016 (+10%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Up

$285,298

Up $26,016 (+10%) from 2017

Operations
Liabilities / Revenue35th percentileNet Margin40th percentile

Revenue

Up

$629,621

Up $523,763 (+495%) from 2017

Expenses

Up

$629,904

Up $561,418 (+820%) from 2017

Net Income

Down

-$283

Down $37,655 (-101%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2014: $150,305Liabilities 2014: $0Net Assets 2014: $150,3052014Assets 2015: $176,093Liabilities 2015: $0Net Assets 2015: $176,0932015Assets 2016: $221,910Liabilities 2016: $0Net Assets 2016: $221,9102016Assets 2017: $259,282Liabilities 2017: $0Net Assets 2017: $259,2822017Assets 2025: $285,298Liabilities 2025: $0Net Assets 2025: $285,2982025

Highlighted filing

2025

Assets$285,298
Liabilities$0
Net Assets$285,298
Open 2025 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2014: $404,855Expenses 2014: $377,485Net Income 2014: $27,3702014Revenue 2015: $425,403Expenses 2015: $399,615Net Income 2015: $25,7882015Revenue 2016: $105,882Expenses 2016: $60,065Net Income 2016: $45,8172016Revenue 2017: $105,858Expenses 2017: $68,486Net Income 2017: $37,3722017Revenue 2025: $629,621Expenses 2025: $629,904Net Income 2025: -$2832025

Highlighted filing

2025

Revenue$629,621
Expenses$629,904
Net Income-$283
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$285,298
Liabilities
$0
Net assets
$285,298
Revenue
$629,621
Expenses
$629,904
Net income
-$283
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.85$0.00$2.85$6.30$6.30$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$0.00$2.59$1.06$0.68$0.37
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.00$2.22$1.06$0.60$0.46
2015Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$4.25$4.00$0.26
2014Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$4.05$3.77$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Dec 10, 2025
Return Version
2024v5.2
Gross Receipts
$629,621
Mission and Program Overview

Mission

Grants to charity trust fund for cancer research.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$285,581$285,298▼ $283
Cap Stk Tr Prin Current Funds$285,581$285,298▼ $283
Total Assets$285,581$285,298▼ $283
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$285,581$285,298▼ $283
Total Liabilities and Net Assets / Fund Balance$285,581$285,298▼ $283
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Jenny MeffordNational President
Ladonna Mitchell1st Vice President
Kelli Lozada Reese2nd Vice President
Stephanie SmothermanNational Editor
Adrienne HattonNational Secretary
Luana BarkerNational Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$586,996
Program Service Revenue
$0
Investment Income
$44
Other Revenue
$42,581
All Other Contributions
$548,542
Change in Net Assets
$-283
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$629,904
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$41,998$0$0$41,998
Fees for Services Management$5,500$0$0$5,500
Fees for Services Accounting$3,225$0$0$3,225
Fees for Services Legal$835$0$0$835
Office Expenses$151$0$0$151
Other Expenses$71$0$0$71
Total Functional Expenses$629,904$0$0$629,904
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phi Beta Psi Charity Trust FuSellersburg, IN-Cancer Research-
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
Filing and Contact Details

Filer

Filer Name
Phi Beta Psi Sorority
EIN
31-6043811
Phone
6146199944
Address
5650 DYER ROAD, MOUNT STERLING, OH 43143

Signing Officer

Name
Luana Barker
Title
Board Member
Phone
6146199944
Signed
2025-12-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Luanna Barker
Formed
1904
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

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 11B

“Return prepared by outside accounting firm, given to board for review prior to filing with the internal revenue service.”

Raw XML Appendix373 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/Form990PartVIISectionAGrp/TitleTxt0NATIONAL PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt22ND VICE PRESIDENT
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IRS990/GrantsToOrganizationsInd0true
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
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IRS990/OtherExpensesGrp/Desc1OPERATING FUND:PRINTING & REPRODUCTION
IRS990/OtherExpensesGrp/Desc2PHI BETA PSI CHARITY TRUST FUND DISBURSEMENT PAYMENTS
IRS990/OtherExpensesGrp/Desc3POSTAGE
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0LUANA BARKER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-10
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Louisville
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ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Timothy Winters EA
ReturnHeader/ReturnTs02026-01-28T06:42:35-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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