Civic Intelligence

Chi Psi Fraternity

990 • Fiscal year 2020 • EIN 38-6089059

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 08, 2021

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

77th percentile

0.58x

Higher debt load relative to assets than 77% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

80th percentile

1.52x

Higher debt load relative to revenue than 80% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Net Margin

27th percentile

-4.6%

Higher net margin than 27% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

95th percentile

$147,905

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 10.8% of source-year revenue.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Asset Growth

15th percentile

-5.6%

Faster asset growth than 15% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

76th percentile

5.0%

Faster revenue growth than 76% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$3,592,793

Down $213,931 (-5.6%) from 2019

Net Assets

Down

$1,521,081

Down $63,379 (-4.0%) from 2019

Liabilities

Down

$2,071,712

Down $150,552 (-6.8%) from 2019

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin27th percentile

Revenue

Up

$1,364,525

Up $64,761 (+5.0%) from 2019

Expenses

Down

$1,427,904

Down $91,095 (-6.0%) from 2019

Net Income

Up

-$63,379

Up $155,856 (+71%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2020

Assets$3,592,793
Liabilities$2,071,712
Net Assets$1,521,081
Open 2020 Filing

Operations Trend

Revenue Growth76th 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

2020

Revenue$1,364,525
Expenses$1,427,904
Net Income-$63,379
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 8, 2021
Return Version
2019v5.2
Gross Receipts
$1,898,389
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$2,056,592$1,984,582▼ $72,010
Investments in Publicly Traded Securities$1,078,292$1,124,639▲ $46,347
Savings and Temporary Cash Investments$288,897$180,927▼ $107,970
Cash and Non-Interest-Bearing Accounts$210,511$133,073▼ $77,438
Accounts Receivable$77,123$91,784▲ $14,661
Prepaid Expenses and Deferred Charges$43,575$13,558▼ $30,017
Other Notes and Loans Receivable, Net-$12,496-
Total Assets$3,806,724$3,592,793▼ $213,931
Other Assets Total$51,734$51,734→ $0
Liabilities
Other Liabilities$1,268,550$1,241,119▼ $27,431
Mortgage Notes Payable Secured by Investment Property$795,154$768,519▼ $26,635
Unsecured Notes Loans Payable$44,000$44,000→ $0
Accounts Payable and Accrued Expenses$30,000$16,873▼ $13,127
Deferred Revenue$84,560$1,201▼ $83,359
Total Liabilities$2,222,264$2,071,712▼ $150,552
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,584,460$1,521,081▼ $63,379
Total Net Assets Fund Balance$1,584,460$1,521,081▼ $63,379
Total Liabilities and Net Assets / Fund Balance$3,806,724$3,592,793▼ $213,931

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,433,865$549,888$1,983,753
Land$550,157-$550,157
Other Land Buildings$0$79,452$79,452
Equipment$560$36,148$36,708
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sam BesseyExecutive DirectorFT$123,097$24,808$147,905

Board Members and Trustees

NameTitle
Kurt WellsChairman
David O WoodruffBoard Member
Foster W FriedmanBoard Member
James HaltomBoard Member
John S LoganBoard Member
Mark G DayBoard Member
Michael GustafsonBoard Member
Michael R BrittBoard Member
Nathan C ArtmanBoard Member
Nickolas G MilonasBoard Member
Noah J JonBoard Member
Samuel B GauseBoard Member
Turner AshbyBoard Member
Max E D RubinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$250,041
Program Service Revenue
$880,212
Investment Income
$5,596
Other Revenue
$228,676
All Other Contributions
$250,041
Change in Net Assets
$-63,379

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,364,525
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$533,864
Total Revenue per Audited Statements
$1,898,389
Total Revenue per Form 990
$1,364,525
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$812,869
Other Expenses$615,035
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$530,400
Conferences and Meetings---$200,169
Current Officers, Directors, Trustees, and Key Employees---$124,785
Other Employee Benefits---$84,574
Travel---$74,286
Occupancy---$49,970
Payroll Taxes---$49,065
Fees for Services Accounting---$38,660
Office Expenses---$32,826
Pension Plan Contributions---$24,045
Information Technology---$11,860
All Other Expenses---$9,155
Other Expenses---$8,968
Fees for Services Other---$6,000
Depreciation Depletion---$130
Total Functional Expenses$0$0$0$1,427,904

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,961,768
Expenses per Audited Statements$1,427,904
Total Expenses per Form 990$1,427,904
Expenses Not Reported on Form 990$533,864
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$1,241,119
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 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
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
2021-04-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sam Bessey
Formed
1947
Legal Domicile
Mi
Voting Board Members
15
Independent Board Members
14
Employees
13
Volunteers
275

Preparer

Firm
Cherry Bekaert Llp
Address
222 SECOND AVE SOUTH STE 1240, NASHVILLE, TN 37201
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, 2020 and 2019. The fraternity follows financial accounting standards board ("fasb") accounting standards codification ("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 50% 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 357,896. Oxford expenses 173,861. Raleigh expenses 2,107.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Berkeley expenses 357,896. Oxford expenses 173,861. Raleigh expenses 2,107.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01898389
IRS990/GrossReceiptsForPublicUseAmt00
IRS990/GrossRentsGrp/RealAmt0335910
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
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IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt011860
IRS990/InitiationFeesAndCapContriAmt0131235
IRS990/InvestmentIncomeGrp/ExclusionAmt05596
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05596
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01078292
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01124639
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0665488
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02056592
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01984582
IRS990/LandBldgEquipCostOrOtherBssAmt02650070
IRS990/LegalDomicileStateCd0MI
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IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
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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
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0795154
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0768519
IRS990/NetAssetsOrFundBalancesBOYAmt01584460
IRS990/NetAssetsOrFundBalancesEOYAmt01521081
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-197954
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-197954
IRS990/NetUnrelatedBusTxblIncmAmt04596
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01584460
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01521081
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/TotalAmt049970
IRS990/OfficeExpensesGrp/TotalAmt032826
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt051734
IRS990/OtherAssetsTotalGrp/EOYAmt051734
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt084574
IRS990/OtherExpensesGrp/Desc0RISK MANAGEMENT
IRS990/OtherExpensesGrp/Desc1PRINTING & PUBLICATIONS
IRS990/OtherExpensesGrp/Desc2INITIATION MERCHANDISE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt0101881
IRS990/OtherExpensesGrp/TotalAmt159617
IRS990/OtherExpensesGrp/TotalAmt221513
IRS990/OtherExpensesGrp/TotalAmt38968
IRS990/OtherLiabilitiesGrp/BOYAmt01268550
IRS990/OtherLiabilitiesGrp/EOYAmt01241119
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0SERVICE AGREEMENT FEES
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0390277
IRS990/OtherRevenueMiscGrp/ExclusionAmt136353
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0390277
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt136353
IRS990/OtherRevenueTotalAmt0426630
IRS990/OtherSalariesAndWagesGrp/TotalAmt0530400
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt012496
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt049065
IRS990/PensionPlanContributionsGrp/TotalAmt024045
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt043575
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013558
IRS990/PrincipalOfficerNm0SAM BESSEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES & ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/Desc1NLIP (RISK MANAGEMENT)
IRS990/ProgramServiceRevenueGrp/Desc2CONVENTION INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0560380
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1169118
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2150714
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0560380
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1169118
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2150714
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0132480
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06258
IRS990/PYOtherExpensesAmt0796082
IRS990/PYOtherRevenueAmt0250378
IRS990/PYProgramServiceRevenueAmt0910648
IRS990/PYRevenuesLessExpensesAmt0-219235
IRS990/PYSalariesCompEmpBnftPaidAmt0722917
IRS990/PYTotalExpensesAmt01518999
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01299764
IRS990/ReconcilationRevenueExpnssAmt0-63379
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-197954
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0880212
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0288897
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0180927
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/BookValueAmt01433865
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0549888
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01983753
IRS990ScheduleD/EquipmentGrp/BookValueAmt0560
IRS990ScheduleD/EquipmentGrp/DepreciationAmt036148
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt036708
IRS990ScheduleD/ExpensesNotReportedAmt0533864
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01427904
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0550157
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0550157
IRS990ScheduleD/OtherExpensesIncludedAmt0533864
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt079452
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt079452
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01241119
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ALPHA BUILDING FUND DEPOSITS
IRS990ScheduleD/OtherRevenueAmt0533864
IRS990ScheduleD/RevenueNotReportedAmt0533864
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01364525
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, 2020 AND 2019. THE FRATERNITY FOLLOWS FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION ("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 50% 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 357,896. OXFORD EXPENSES 173,861. RALEIGH EXPENSES 2,107.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2BERKELEY EXPENSES 357,896. OXFORD EXPENSES 173,861. RALEIGH EXPENSES 2,107.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01984582
IRS990ScheduleD/TotalExpensesPerForm990Amt01427904
IRS990ScheduleD/TotalLiabilityAmt01241119
IRS990ScheduleD/TotalRevenuePerForm990Amt01364525
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01898389
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01961768
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
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN3460609754
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN4473809967
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN5460609883
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt01219949
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt12383347
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt2842004
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt36302
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt40

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,592,793
Liabilities
$2,071,712
Net assets
$1,521,081
Revenue
$1,364,525
Expenses
$1,427,904
Net income
-$63,379
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
2020Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)7 • $1M-$5M nonprofits