Civic Intelligence

Chi Psi Fraternity

990 • Fiscal year 2017 • EIN 38-6089059

Jul 01, 2016 to Jun 30, 2017 • Filed on May 14, 2018

Organization ProfileWWW.CHIPSI.ORG

View Organization Page

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45 Rutledge StreetNashville, TN 37210

(615) 736-2520

Siviq Scores

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

Liabilities / Assets

74th percentile

0.55x

Higher debt load relative to assets than 74% of similar nonprofits.

2017 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

79th percentile

1.38x

Higher debt load relative to revenue than 79% of similar nonprofits.

2017 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2017

Net Margin

12th percentile

-10%

Higher net margin than 12% of similar nonprofits.

2017 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

92nd percentile

20%

Faster asset growth than 92% of similar nonprofits.

2017 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

46%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$3,997,976

Up $664,897 (+20%) from 2016

Net Assets

Down

$1,813,224

Down $159,503 (-8.1%) from 2016

Liabilities

Up

$2,184,752

Up $824,400 (+61%) from 2016

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin12th percentile

Revenue

Up

$1,578,027

Up $493,923 (+46%) from 2016

Expenses

Up

$1,743,123

Up $609,315 (+54%) from 2016

Net Income

Down

-$165,096

Down $115,392 (-232%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $2,862,774Liabilities 2011: $858,374Net Assets 2011: $2,004,4002011Assets 2012: $2,943,222Liabilities 2012: $836,162Net Assets 2012: $2,107,0602012Assets 2013: $2,994,689Liabilities 2013: $957,718Net Assets 2013: $2,036,9712013Assets 2014: $3,250,337Liabilities 2014: $1,166,591Net Assets 2014: $2,083,7462014Assets 2015: $3,328,162Liabilities 2015: $1,300,575Net Assets 2015: $2,027,5872015Assets 2016: $3,333,079Liabilities 2016: $1,360,352Net Assets 2016: $1,972,7272016Assets 2017: $3,997,976Liabilities 2017: $2,184,752Net Assets 2017: $1,813,2242017Assets 2018: $4,021,751Liabilities 2018: $2,218,673Net Assets 2018: $1,803,0782018Assets 2019: $3,806,724Liabilities 2019: $2,222,264Net Assets 2019: $1,584,4602019Assets 2020: $3,592,793Liabilities 2020: $2,071,712Net Assets 2020: $1,521,0812020Assets 2021: $4,012,394Liabilities 2021: $2,342,862Net Assets 2021: $1,669,5322021Assets 2022: $3,526,602Liabilities 2022: $1,991,417Net Assets 2022: $1,535,1852022Assets 2023: $3,917,503Liabilities 2023: $2,129,325Net Assets 2023: $1,788,1782023Assets 2024: $4,945,842Liabilities 2024: $2,703,379Net Assets 2024: $2,242,4632024

Highlighted filing

2017

Assets$3,997,976
Liabilities$2,184,752
Net Assets$1,813,224
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $914,136Expenses 2011: $812,700Net Income 2011: $101,4362011Revenue 2012: $951,014Expenses 2012: $845,083Net Income 2012: $105,9312012Revenue 2013: $1,015,289Expenses 2013: $1,089,317Net Income 2013: -$74,0282013Revenue 2014: $1,155,316Expenses 2014: $1,112,440Net Income 2014: $42,8762014Revenue 2015: $1,058,046Expenses 2015: $1,114,672Net Income 2015: -$56,6262015Revenue 2016: $1,084,104Expenses 2016: $1,133,808Net Income 2016: -$49,7042016Revenue 2017: $1,578,027Expenses 2017: $1,743,123Net Income 2017: -$165,0962017Revenue 2018: $1,243,865Expenses 2018: $1,254,719Net Income 2018: -$10,8542018Revenue 2019: $1,299,764Expenses 2019: $1,518,999Net Income 2019: -$219,2352019Revenue 2020: $1,364,525Expenses 2020: $1,427,904Net Income 2020: -$63,3792020Revenue 2021: $1,508,418Expenses 2021: $1,379,088Net Income 2021: $129,3302021Revenue 2022: $1,614,364Expenses 2022: $1,718,281Net Income 2022: -$103,9172022Revenue 2023: $2,385,705Expenses 2023: $2,131,170Net Income 2023: $254,5352023Revenue 2024: $2,665,111Expenses 2024: $2,220,259Net Income 2024: $444,8522024

Highlighted filing

2017

Revenue$1,578,027
Expenses$1,743,123
Net Income-$165,096
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.0
Gross Receipts
$1,997,337
Mission and Program Overview

Mission

To create and maintain an enduring society which stimulates intellectual, ethical and social growth and encourages the sharing of traditions and values. In this pursuit, chi psi will encourage leadership, respect for oneself and others, and responsibility to the university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,383,428$2,190,315▲ $806,887
Investments in Publicly Traded Securities$822,311$959,098▲ $136,787
Cash and Non-Interest-Bearing Accounts$327,421$329,600▲ $2,179
Savings and Temporary Cash Investments$287,432$300,477▲ $13,045
Accounts Receivable$181,633$95,094▼ $86,539
Prepaid Expenses and Deferred Charges$141,179$42,602▼ $98,577
Inventories for Sale or Use$27,285$27,285→ $0
Intangible Assets$2,656$1,771▼ $885
Total Assets$3,333,079$3,997,976▲ $664,897
Other Assets Total$159,734$51,734▼ $108,000
Liabilities
Other Liabilities$1,092,305$1,154,896▲ $62,591
Mortgage Notes Payable Secured by Investment Property-$850,000-
Unsecured Notes Loans Payable-$85,000-
Deferred Revenue$149,372$76,950▼ $72,422
Accounts Payable and Accrued Expenses$118,675$17,906▼ $100,769
Total Liabilities$1,360,352$2,184,752▲ $824,400
Net Assets / Fund Balance
Unrestricted Net Assets$1,972,727$1,813,224▼ $159,503
Total Net Assets Fund Balance$1,972,727$1,813,224▼ $159,503
Total Liabilities and Net Assets / Fund Balance$3,333,079$3,997,976▲ $664,897

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,626,459$338,694$1,965,153
Land$550,156-$550,156
Equipment$464$60,278$60,742
Other Land Buildings$13,236$41,807$55,043
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sam BesseyExecutive DirectorFT$133,521$12,172$145,693

Board Members and Trustees

NameTitle
James HaltomChairman
James Van DykeVice Chairman
Benton DoddBoard Member
David O WoodruffBoard Member
John S LoganBoard Member
John SimpsonBoard Member
Kurt WellsBoard Member
Mark G DayBoard Member
Matthew FerdenziBoard Member
Max E D RubinBoard Member
Michael TobinBoard Member
Steve RickmeierBoard Member
Verne G IstockBoard Member
Walt NicholasBoard Member
William WrightsmanBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$396,710
Program Service Revenue
$896,491
Investment Income
$3,023
Other Revenue
$281,803
All Other Contributions
$396,710
Change in Net Assets
$-165,096

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,578,027
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$424,903
Total Revenue per Audited Statements
$2,002,930
Total Revenue per Form 990
$1,578,027
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,094,893
Salaries, Compensation, and Employee Benefits$648,230
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$552,702
Other Salaries and Wages---$375,673
Current Officers, Directors, Trustees, and Key Employees---$168,400
Travel---$143,134
Occupancy---$78,576
Payroll Taxes---$44,788
Other Employee Benefits---$36,234
All Other Expenses---$35,621
Office Expenses---$32,284
Fees for Services Accounting---$28,674
Pension Plan Contributions---$23,135
Information Technology---$19,715
Fees for Services Other---$14,848
Other Expenses---$13,005
Depreciation Depletion---$1,327
Total Functional Expenses$0$0$0$1,743,123

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,162,433
Expenses per Audited Statements$1,743,123
Total Expenses per Form 990$1,743,123
Expenses Not Reported on Form 990$419,310
Expenses Not Reported on Financial Statements$0
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Alpha Building Fund Deposits$1,154,896
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“Line 6 explanation - ORGANIZATION IS COMPRISED OF DUES PAYING MEMBERS.”

Form 990, Part VI, Section A, line 7A

“Line 7a explanation - MEMBERS SELECT DELEGATES TO ATTEND THE ANNUAL CONVENTION AND ELECT THE BOARD.”

Form 990, Part VI, Section A, line 7B

“Line 7b explanation - THE GOVERNING BODY MEMBERS SEND DELEGATES FROM EACH CHAPTER TO THE ANNUAL CONVENTION. IT IS THE DELEGATES VOTE THAT DECIDES WHETHER TO OPENING AND/OR CLOSING OF A CHAPTER OF CHI PSI FRATERNITY.”

Form 990, Part VI, Section A, line 8B

“Line 9 explanation - BOARD MEETINGS ARE DOCUMENTED. THERE ARE NO OFFICIAL COMMITTEES SO NO DOCUMENTATION APPLICABLE.”

Form 990, Part VI, Section B, line 11B

“Line 11a explanation - A DRAFT OF THE 990 IS REVIEWED BY THE FINANCE COMMITTEE AND THEN E-MAILED TO THE BOARD OF DIRECTORS BEFORE IT IS FILED.”

Form 990, Part VI, Section B, line 12C

“Each new Responsible Person shall be required to review a copy of this policy and to acknowledge in writing that he or she has done so. Each Responsible Person shall annually complete a disclosure form identifying any relationships, positions or circumstances in which the Responsible Person is involved that he or she believes could contribute to a Conflict of Interest arising. This policy shall be reviewed annually by each member of the Board of Directors. Any changes to the policy shall be communicated immediately to all Responsible Persons. Disclosure of any conflicts of interest are to be presented as they arise.”

Form 990, Part VI, Section B, line 15A

“Using comparable salary information from other non-profit organizations in the surrounding area, a compensation committees meets to determine the executive director's salary.”

Form 990, Part VI, Section C, line 19

“Governing documents, policies, and financial statements are available upon request and on fraternity's website.”

Filing and Contact Details

Filer

Filer Name
CHI PSI Fraternity
EIN
38-6089059
Phone
6157362520
Address
45 Rutledge Street, Nashville, TN 37210

Signing Officer

Name
Sam Bessey
Title
Executive Direc
Phone
6157362520
Signed
2018-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sam Bessey
Formed
1947
Legal Domicile
Mi
Voting Board Members
16
Independent Board Members
15
Employees
11
Volunteers
259

Preparer

Firm
Cherry Bekaert Llp
Address
3310 West End Avenue Suite 550, Nashville, TN 37203
Preparer
Sara G Moon
Phone
6153836592
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

“The fraternity is exempt from federal income taxes under section 501(c)(7) of the internal revenue code. There was no unrelated business income subject to the unrelated business income tax for the years ended june 30, 2017 and 2016. The fraternity follows financial accounting standards board accounting standards codification (fasb asc) guidance related to unrecognized tax benefits. The guidance clarifies the accounting for uncertainty in income taxes recognized in an organization's financial statements. This guidance prescribes a minimum probability threshold that a tax position must meet before a financial statement benefit is recognized. The minimum threshold is defined as a tax position that is more likely than not to be sustained upon examination by the applicable taxing authority, including resolution of any related appeals or litigation processes, based on the technical merits of the position. The tax benefit to be recognized is measured as the largest amount of benefit that is greater than fifty percent likely of being realized upon ultimate settlement. The fraternity has no tax penalties or interest reported in the accompanying consolidated financial statements.”

Part XI, Line 2D - Other Adjustments:

“Berkeley expenses 264,585. Oxford expenses 143,496. Raleigh expenses 11,229.”

Part XII, Line 2D - Other Adjustments:

“Berkeley expenses 264,585. Oxford expenses 143,496. Raleigh expenses 11,229.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt6CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt7Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01997337
IRS990/GrossReceiptsForPublicUseAmt00
IRS990/GrossRentsGrp/RealAmt0324809
IRS990/GroupReturnForAffiliatesInd00
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IRS990/InitiationFeesAndCapContriAmt0166045
IRS990/IntangibleAssetsGrp/BOYAmt02656
IRS990/IntangibleAssetsGrp/EOYAmt01771
IRS990/InventoriesForSaleOrUseGrp/BOYAmt027285
IRS990/InventoriesForSaleOrUseGrp/EOYAmt027285
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03023
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt0959098
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0440779
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01383428
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02190315
IRS990/LandBldgEquipCostOrOtherBssAmt02631094
IRS990/LegalDomicileStateCd0MI
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IRS990/MembersOrStockholdersInd01
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IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO CREATE AND MAINTAIN AN ENDURING SOCIETY WHICH STIMULATES INTELLECTUAL, ETHICAL AND SOCIAL GROWTH AND ENCOURAGES THE SHARING OF TRADITIONS AND VALUES. IN THIS PURSUIT, CHI PSI WILL ENCOURAGE LEADERSHIP, RESPECT FOR ONESELF AND OTHERS, AND RESPONSIBILITY TO THE UNIVERSITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesBOYAmt01972727
IRS990/NetAssetsOrFundBalancesEOYAmt01813224
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-94501
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-94501
IRS990/NetUnrelatedBusTxblIncmAmt02023
IRS990/NetUnrlzdGainsLossesInvstAmt05593
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/TotalAmt078576
IRS990/OfficeExpensesGrp/TotalAmt032284
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0159734
IRS990/OtherAssetsTotalGrp/EOYAmt051734
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt036234
IRS990/OtherExpensesGrp/Desc0RISK MANAGEMENT
IRS990/OtherExpensesGrp/Desc1PRINTING & PUBLICATIONS
IRS990/OtherExpensesGrp/Desc2INITIATION MERCHANDISE
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt073048
IRS990/OtherExpensesGrp/TotalAmt151479
IRS990/OtherExpensesGrp/TotalAmt250480
IRS990/OtherExpensesGrp/TotalAmt313005
IRS990/OtherLiabilitiesGrp/BOYAmt01092305
IRS990/OtherLiabilitiesGrp/EOYAmt01154896
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0SERVICE AGREEMENT FEES
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0318521
IRS990/OtherRevenueMiscGrp/ExclusionAmt157783
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0318521
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt157783
IRS990/OtherRevenueTotalAmt0376304
IRS990/OtherSalariesAndWagesGrp/TotalAmt0375673
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt044788
IRS990/PensionPlanContributionsGrp/TotalAmt023135
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0141179
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt042602
IRS990/PrincipalOfficerNm0SAM BESSEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES & ASSE
IRS990/ProgramServiceRevenueGrp/Desc1CONVENTION INCOME
IRS990/ProgramServiceRevenueGrp/Desc2NLIP (RISK MANAGEMENT)
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0568162
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1194370
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2133959
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0568162
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1194370
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2133959
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0106265
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06016
IRS990/PYOtherExpensesAmt0656031
IRS990/PYOtherRevenueAmt0121534
IRS990/PYProgramServiceRevenueAmt0850289
IRS990/PYRevenuesLessExpensesAmt0-49704
IRS990/PYSalariesCompEmpBnftPaidAmt0477777
IRS990/PYTotalExpensesAmt01133808
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01084104
IRS990/ReconcilationRevenueExpnssAmt0-165096
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-94501
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0896491
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0287432
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0300477
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01626459
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0338694
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01965153
IRS990ScheduleD/EquipmentGrp/BookValueAmt0464
IRS990ScheduleD/EquipmentGrp/DepreciationAmt060278
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt060742
IRS990ScheduleD/ExpensesNotReportedAmt0419310
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01743123
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0550156
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0550156
IRS990ScheduleD/NetUnrealizedGainsInvstAmt05593
IRS990ScheduleD/OtherExpensesIncludedAmt0419310
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt013236
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt041807
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt055043
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01154896
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ALPHA BUILDING FUND DEPOSITS
IRS990ScheduleD/OtherRevenueAmt0419310
IRS990ScheduleD/RevenueNotReportedAmt0424903
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01578027
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FRATERNITY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(7) OF THE INTERNAL REVENUE CODE. THERE WAS NO UNRELATED BUSINESS INCOME SUBJECT TO THE UNRELATED BUSINESS INCOME TAX FOR THE YEARS ENDED JUNE 30, 2017 AND 2016. THE FRATERNITY FOLLOWS FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION (FASB ASC) GUIDANCE RELATED TO UNRECOGNIZED TAX BENEFITS. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS. THIS GUIDANCE PRESCRIBES A MINIMUM PROBABILITY THRESHOLD THAT A TAX POSITION MUST MEET BEFORE A FINANCIAL STATEMENT BENEFIT IS RECOGNIZED. THE MINIMUM THRESHOLD IS DEFINED AS A TAX POSITION THAT IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT TO BE RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE FRATERNITY HAS NO TAX PENALTIES OR INTEREST REPORTED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1BERKELEY EXPENSES 264,585. OXFORD EXPENSES 143,496. RALEIGH EXPENSES 11,229.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2BERKELEY EXPENSES 264,585. OXFORD EXPENSES 143,496. RALEIGH EXPENSES 11,229.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02190315
IRS990ScheduleD/TotalExpensesPerForm990Amt01743123
IRS990ScheduleD/TotalLiabilityAmt01154896
IRS990ScheduleD/TotalRevenuePerForm990Amt01578027
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02002930
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02162433
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Line 6 explanation - ORGANIZATION IS COMPRISED OF DUES PAYING MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Line 7a explanation - MEMBERS SELECT DELEGATES TO ATTEND THE ANNUAL CONVENTION AND ELECT THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Line 7b explanation - THE GOVERNING BODY MEMBERS SEND DELEGATES FROM EACH CHAPTER TO THE ANNUAL CONVENTION. IT IS THE DELEGATES VOTE THAT DECIDES WHETHER TO OPENING AND/OR CLOSING OF A CHAPTER OF CHI PSI FRATERNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Line 9 explanation - BOARD MEETINGS ARE DOCUMENTED. THERE ARE NO OFFICIAL COMMITTEES SO NO DOCUMENTATION APPLICABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Line 11a explanation - A DRAFT OF THE 990 IS REVIEWED BY THE FINANCE COMMITTEE AND THEN E-MAILED TO THE BOARD OF DIRECTORS BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Each new Responsible Person shall be required to review a copy of this policy and to acknowledge in writing that he or she has done so. Each Responsible Person shall annually complete a disclosure form identifying any relationships, positions or circumstances in which the Responsible Person is involved that he or she believes could contribute to a Conflict of Interest arising. This policy shall be reviewed annually by each member of the Board of Directors. Any changes to the policy shall be communicated immediately to all Responsible Persons. Disclosure of any conflicts of interest are to be presented as they arise.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6USING COMPARABLE SALARY INFORMATION FROM OTHER NON-PROFIT ORGANIZATIONS IN THE SURROUNDING AREA, A COMPENSATION COMMITTEES MEETS TO DETERMINE THE EXECUTIVE DIRECTOR'S SALARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND ON FRATERNITY'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section B, line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0BERKELEY HOLDINGS LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt1SPENCER PROPERTIES
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt2OXFORD HOLDINGS LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt3RALEIGH HOLDINGS LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt4NEW HAVEN HOLDINGS LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt5Evanston Holdings LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0262671666
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN1383768520
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN2274101844

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,997,976
Liabilities
$2,184,752
Net assets
$1,813,224
Revenue
$1,578,027
Expenses
$1,743,123
Net income
-$165,096
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.95$2.70$2.24$2.67$2.22$0.44
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.92$2.13$1.79$2.39$2.13$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.53$1.99$1.54$1.61$1.72$0.10
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.01$2.34$1.67$1.51$1.38$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.59$2.07$1.52$1.36$1.43$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.81$2.22$1.58$1.30$1.52$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.02$2.22$1.80$1.24$1.25$0.01
2017Detailed filing. Detailed filing data is available for this year.$4.00$2.18$1.81$1.58$1.74$0.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.33$1.36$1.97$1.08$1.13$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.33$1.30$2.03$1.06$1.11$0.06
2014Summary only. Only limited summary data is available for this year.$3.25$1.17$2.08$1.16$1.11$0.04
2013Summary only. Only limited summary data is available for this year.$2.99$0.96$2.04$1.02$1.09$0.07
2012Summary only. Only limited summary data is available for this year.$2.94$0.84$2.11$0.95$0.85$0.11
2011Summary only. Only limited summary data is available for this year.$2.86$0.86$2.00$0.91$0.81$0.10