Civic Intelligence

Psi Iota XI - Group Return

EIN 35-6078055 • 501(c)3 • Indianapolis, IN

Profile

PHILANTHROPIC ASSISTANCE

3905 Vincennes RoadIndianapolis, IN 46268

n/A

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

43rd percentile

1.5%

Higher net margin than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

42nd percentile

1.1%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

35th percentile

0.0%

Faster revenue growth than 35% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,452,621

Up $18,576 (+1.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,452,621

Up $18,576 (+1.3%) from 2024

Operations
Liabilities / Revenue19th percentileNet Margin43rd percentile

Revenue

Down

$1,198,589

Down $7,569 (-0.6%) from 2024

Expenses

Down

$1,180,013

Down $12,992 (-1.1%) from 2024

Net Income

Up

$18,576

Up $5,423 (+41%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

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

$1.5M$1.0M$500K$0Assets 2021: $1,289,900Liabilities 2021: $0Net Assets 2021: $1,289,9002021Assets 2022: $1,384,008Liabilities 2022: $0Net Assets 2022: $1,384,0082022Assets 2023: $1,420,892Liabilities 2023: $0Net Assets 2023: $1,420,8922023Assets 2024: $1,434,045Liabilities 2024: $0Net Assets 2024: $1,434,0452024Assets 2025: $1,452,621Liabilities 2025: $0Net Assets 2025: $1,452,6212025

Highlighted filing

2025

Assets$1,452,621
Liabilities$0
Net Assets$1,452,621
Open 2025 Filing

Operations Trend

Revenue Growth35th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2021: $803,181Expenses 2021: $825,042Net Income 2021: -$21,8612021Revenue 2022: $1,047,478Expenses 2022: $953,370Net Income 2022: $94,1082022Revenue 2023: $1,198,454Expenses 2023: $1,161,570Net Income 2023: $36,8842023Revenue 2024: $1,206,158Expenses 2024: $1,193,005Net Income 2024: $13,1532024Revenue 2025: $1,198,589Expenses 2025: $1,180,013Net Income 2025: $18,5762025

Highlighted filing

2025

Revenue$1,198,589
Expenses$1,180,013
Net Income$18,576
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$1,452,621
Liabilities
$0
Net assets
$1,452,621
Revenue
$1,198,589
Expenses
$1,180,013
Net income
$18,576
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$1.20$1.18$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$1.21$1.19$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$1.20$1.16$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$1.05$0.95$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.00$1.29$0.80$0.83$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Oct 22, 2025
Return Version
2024v5.2
Gross Receipts
$1,198,589
Mission and Program Overview

Mission

PHILANTHROPIC ASSISTANCE

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,434,045$1,452,621▲ $18,576
Rtn Earn Endowment Incm Other Fnds$1,434,045$1,452,621▲ $18,576
Total Assets$1,434,045$1,452,621▲ $18,576
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,434,045$1,452,621▲ $18,576
Total Liabilities and Net Assets / Fund Balance$1,434,045$1,452,621▲ $18,576
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Terri ReslerNatl Project Chair
Mickie HansenPresident
Taffy DayVice President
Beth VipondEast Central Dist. Officer
Rhonda Mcnall-crisenberyNatl Advisor
Valerie Helms-mejiaNatl Conductress
Jane PattonNatl Editor
Lauren BurkNe District Officer
Pam GuntermanNw District Officer
Carol GoodSe District Officer
Sandie CarlsonSecretary
Erin SchroeringSw District Officer
Mona KnightTreasurer
Missy CooperWest Central Dist. Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$439,089
Program Service Revenue
$755,724
Investment Income
$3,776
Other Revenue
$0
All Other Contributions
$65,044
Change in Net Assets
$18,576
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$752,419
Other Expenses$427,594
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$752,419--$752,419
Conferences and Meetings$0$214,711$0$214,711
Office Expenses$0$188,347$0$188,347
Insurance$0$14,122$0$14,122
Other Expenses$0$4,654$0$4,654
Total Functional Expenses$752,419$427,594$0$1,180,013
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Psi Iota XiFort Wayne, IN-Philanthropy$36,000
Psi Iota XiCrawfordsville, IN-Philanthropy$11,225
Psi Iota XiMilroy, IN-Philanthropy$10,050
Psi Iota XiFlora, IN-Philanthropy$8,000
Psi Iota XiMadison, IN-Philanthropy$7,500
Psi Iota XiNiles, MI-Philanthropy$6,260
Psi Iota XiVincennes, IN-Philanthropy$5,319
Psi Iota XiRochester, IN-Philanthropy$5,136
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Psi Iota Xi - Group Return
EIN
35-6078055
Phone
3174713512
Address
3905 VINCENNES ROAD, INDIANAPOLIS, IN 46268

Signing Officer

Name
Mona Knight
Title
Treasurer
Phone
3174713512
Signed
2025-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rhonda Mcnall-crisenbery
Formed
1897
Legal Domicile
In
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
1,624

Preparer

Firm
APPLEGATE & COMPANY PC CPAs
Address
1421 S WOODLAND AVE, MICHIGAN CITY, IN 46360
Preparer
Paul E Applegate CPA
Phone
2198717880
Supplemental Narrative

Additional Explanations

Pt VI, Line 8A

“Committees report back to the board and the board approves/implements all changes.”

Pt VI, Line 8B

“Committees report back to the board and the board approves/implements all changes.”

Pt VI, Line 10B

“The organization has written bylaws governing the chapters”

Pt VI, Line 11B

“The board reviews the form 990.”

Pt XII, Line 2C

“The board assumes responsibility for the compilation of the financial statements.”

Raw XML AppendixShowing 400 of 470 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/TitleTxt2SECRETARY
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02018529
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03776
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06183
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02976
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04962
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt017173
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt035070
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0752419
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0791597
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0720439
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0550203
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0508567
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03323225
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03776
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06183
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02976
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04962
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt017173
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt035070
IRS990ScheduleA/InvestmentIncomeCYPct00.00650
IRS990ScheduleA/InvestmentIncomePYPct00.00640
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99350
IRS990ScheduleA/PublicSupportPY509Pct00.99360
IRS990ScheduleA/PublicSupportTotal509Amt05341754
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01191508
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01179509
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01151670
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0940567
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0878500
IRS990ScheduleA/Total509Grp/TotalAmt05341754
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05376824
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt036000
IRS990ScheduleI/RecipientTable/CashGrantAmt18000
IRS990ScheduleI/RecipientTable/CashGrantAmt26260
IRS990ScheduleI/RecipientTable/CashGrantAmt35136
IRS990ScheduleI/RecipientTable/CashGrantAmt47500
IRS990ScheduleI/RecipientTable/CashGrantAmt510050
IRS990ScheduleI/RecipientTable/CashGrantAmt611225
IRS990ScheduleI/RecipientTable/CashGrantAmt75319
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PHILANTHROPY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1PHILANTHROPY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2PHILANTHROPY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3PHILANTHROPY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4PHILANTHROPY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5PHILANTHROPY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6PHILANTHROPY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7PHILANTHROPY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PSI IOTA XI
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1PSI IOTA XI
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2PSI IOTA XI
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3PSI IOTA XI
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4PSI IOTA XI
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5PSI IOTA XI
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6PSI IOTA XI
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7PSI IOTA XI
IRS990ScheduleI/RecipientTable/RecipientEIN0356044752
IRS990ScheduleI/RecipientTable/RecipientEIN1356072165
IRS990ScheduleI/RecipientTable/RecipientEIN2386072023
IRS990ScheduleI/RecipientTable/RecipientEIN3237000565
IRS990ScheduleI/RecipientTable/RecipientEIN4356025912
IRS990ScheduleI/RecipientTable/RecipientEIN5356054360
IRS990ScheduleI/RecipientTable/RecipientEIN6356024015
IRS990ScheduleI/RecipientTable/RecipientEIN7356067464
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PI CHAPTER
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1BETA ALPHA CHAPTER
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2ZETA THETA CHAPTER
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3ETA MU
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4ZETA XI
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5ZETA TAU
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6GAMMA XI CHAPTER
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7ALPHA OMICRON
IRS990ScheduleI/RecipientTable/USAddress/CityNm0FORT WAYNE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1FLORA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2NILES
IRS990ScheduleI/RecipientTable/USAddress/CityNm3ROCHESTER
IRS990ScheduleI/RecipientTable/USAddress/CityNm4MADISON
IRS990ScheduleI/RecipientTable/USAddress/CityNm5MILROY
IRS990ScheduleI/RecipientTable/USAddress/CityNm6CRAWFORDSVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm7VINCENNES
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1IN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3IN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4IN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5IN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6IN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7IN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd046808
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd146929
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd249120
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd346975
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd447250
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd546156
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd647933
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd747591
IRS990ScheduleI/Total501c3OrgCnt06
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMITTEES REPORT BACK TO THE BOARD AND THE BOARD APPROVES/IMPLEMENTS ALL CHANGES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMMITTEES REPORT BACK TO THE BOARD AND THE BOARD APPROVES/IMPLEMENTS ALL CHANGES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS WRITTEN BYLAWS GOVERNING THE CHAPTERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD REVIEWS THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD ASSUMES RESPONSIBILITY FOR THE COMPILATION OF THE FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 10b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt XII, Line 2c
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false

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