Civic Intelligence

Phi Beta Psi Theta Alpha Gamma Chapter

990EZ • Fiscal year 2023 • EIN 35-6072111

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 15, 2024

Organization ProfileN/A
5350 Sandpit RdBedford, IN 47421

(812) 276-6631

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

77th percentile

24%

Higher net margin than 77% 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

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

Source year 2023

Revenue Growth

Score unavailable

No value available

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

Source year 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$39,548

No earlier filing loaded for comparison.

Net Assets

$47,049

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin77th percentile

Revenue

$56,109

No earlier filing loaded for comparison.

Expenses

$42,684

No earlier filing loaded for comparison.

Net Income

$13,425

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.

$60K$40K$20K$0Assets 2023: $39,548Net Assets 2023: $47,0492023Assets 2024: $55,639Net Assets 2024: $57,3582024Assets 2025: $51,299Liabilities 2025: $0Net Assets 2025: $51,2992025

Highlighted filing

2023

Assets$39,548
Liabilities-
Net Assets$47,049
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0-$20KRevenue 2023: $56,109Expenses 2023: $42,684Net Income 2023: $13,4252023Revenue 2024: $67,705Expenses 2024: $49,895Net Income 2024: $17,8102024Revenue 2025: $59,014Expenses 2025: $63,354Net Income 2025: -$4,3402025

Highlighted filing

2023

Revenue$56,109
Expenses$42,684
Net Income$13,425
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 15, 2024
Return Version
2023v5.1
Gross Receipts
$56,109
Mission and Program Overview

Mission

The purpose of this sorority shall be to conduct or participate in charitable, benevolent and civic projects to promote awareness of cancer and help in our community continuing to support our community and those battling cancer.

The purpose of this sorority shall be to conduct or participate in charitable, benevolent and civic projects to promote awarness of cancer and help in our community

Program Services

DescriptionGrantsExpenses
None--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARA EASTPresidentPT$0--
SALLY WARRENVice PresidentPT$0--
CINDY MORRISONVice PresidentPT$0--
CARRIE HOWATT2nd Vice PresPT$0--
LU KUEHNTreasurePT$0--
CONNIE BERGMANRecording SecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Phi Beta Psi Theta Alpha Gamma Chapter
EIN
35-6072111
Phone
8122766631
Address
5350 SANDPIT RD, Bedford, IN 47421

Signing Officer

Name
Lucretia Kuehn
Title
Treasure
Phone
8122766631
Signed
2024-10-15
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 102C, KANSAS CITY, MO 64105
Preparer
Vicki Hout
Phone
8004725625
Supplemental Narrative

Additional Explanations

Part I Line 16

“FUNDRAISING EXPENSES 182”

Part I Line 16

“Love gifts to cancer 30 patients 17750”

Part I Line 16

“Bedford north lawrence scholarship fund 1800”

Part I Line 16

“Ronald mcdonald house 2500”

Part I Line 16

“Phi beta psi national cancer project 5000”

Part I Line 16

“Lawrence county cancer patients 5000”

Part 1 Line 16

“EXPENSES FOR BINGO 4668”

Part I Line 16

“Dues and fees to state and national 1942”

Part III Line 0

“Org help cancer patients in our community and natonal by donating over 32ooo dollars to local cancer patients and to national for research”

Part V Line 33

“Until this year orginazation only filed a 990n”

Raw XML Appendix140 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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IRS990EZ/BooksInCareOfDetail/PersonNm0LUCRETIA KUEHN
IRS990EZ/BooksInCareOfDetail/PhoneNum08127979358
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05350 SANDPIT RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Bedford
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd047421
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033624
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013425
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IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033624
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IRS990EZ/GamingGrossIncomeAmt051617
IRS990EZ/GrossReceiptsAmt056109
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InvestmentIncomeAmt056
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01296
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033624
IRS990EZ/NetAssetsOrFundBalancesEOYAmt047049
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033624
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IRS990EZ/OccupancyRentUtltsAndMaintAmt01800
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt415.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt515.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARA EAST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SALLY WARREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CINDY MORRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CARRIE HOWATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LU KUEHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CONNIE BERGMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt32ND VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECORDING SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt040784
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THIS SORORITY SHALL BE TO CONDUCT OR PARTICIPATE IN CHARITABLE, BENEVOLENT AND CIVIC PROJECTS TO PROMOTE AWARNESS OF CANCER AND HELP IN OUR COMMUNITY
IRS990EZ/PrintingPublicationsPostageAmt0100
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0None
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt054757
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042684
IRS990EZ/TotalRevenueAmt056109
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0SORORITY
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicensedStatesCd0IN
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSES 182
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LOVE GIFTS TO CANCER 30 PATIENTS 17750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BEDFORD NORTH LAWRENCE SCHOLARSHIP FUND 1800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RONALD MCDONALD HOUSE 2500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PHI BETA PSI NATIONAL CANCER PROJECT 5000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LAWRENCE COUNTY CANCER PATIENTS 5000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EXPENSES FOR BINGO 4668
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DUES AND FEES TO STATE AND NATIONAL 1942
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ORG HELP CANCER PATIENTS IN OUR COMMUNITY AND NATONAL BY DONATING OVER 32OOO DOLLARS TO LOCAL CANCER PATIENTS AND TO NATIONAL FOR RESEARCH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9UNTIL THIS YEAR ORGINAZATION ONLY FILED A 990N
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8PART III LINE 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9PART V LINE 33
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0LUCRETIA KUEHN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURE
ReturnHeader/BusinessOfficerGrp/PhoneNum08122766631
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI BETA PSI THETA ALPHA GAMMA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHIB
ReturnHeader/Filer/EIN0356072111
ReturnHeader/Filer/PhoneNum08122766631
ReturnHeader/Filer/USAddress/AddressLine1Txt05350 SANDPIT RD
ReturnHeader/Filer/USAddress/CityNm0Bedford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047421
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 102C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Vicki Hout
ReturnHeader/ReturnTs02024-10-21T13:47:54Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$39,548
Liabilities
-
Net assets
$47,049
Revenue
$56,109
Expenses
$42,684
Net income
$13,425
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$51.3$0.00$51.3$59.0$63.4$4.34
2024Detailed filing. Detailed filing data is available for this year.$55.6$57.4$67.7$49.9$17.8
2023Detailed filing. Detailed filing data is available for this year.$39.5$47.0$56.1$42.7$13.4