Civic Intelligence

Phi Chi Welfare Association

990 • Fiscal year 2023 • EIN 58-0620367

Dec 01, 2022 to Nov 30, 2023 • Filed on Oct 17, 2024

Organization ProfileN/A
2039 Ridgeview DriveFloyds Knobs, IN 47119

(812) 923-7270

Siviq Scores

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

Liabilities / Assets

86th percentile

0.52x

Higher debt load relative to assets than 86% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

100th percentile

13.59x

Higher debt load relative to revenue than 100% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Net Margin

2nd percentile

-78%

Higher net margin than 2% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Asset Growth

34th percentile

-1.0%

Faster asset growth than 34% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$560,666

Down $5,543 (-1.0%) from 2022

Net Assets

Down

$269,398

Down $16,694 (-5.8%) from 2022

Liabilities

Up

$291,268

Up $11,151 (+4.0%) from 2022

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin2nd percentile

Revenue

Up

$21,429

Up $71,327 (+143%) from 2022

Expenses

Down

$38,123

Down $31,513 (-45%) from 2022

Net Income

Up

-$16,694

Up $102,840 (+86%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$1.0M$500K$0-$500KAssets 2011: $425,231Liabilities 2011: $131,4102011Assets 2012: $401,774Liabilities 2012: $138,7572012Assets 2013: $392,672Liabilities 2013: $145,2292013Assets 2014: $408,976Liabilities 2014: $150,7202014Assets 2015: $475,056Liabilities 2015: $159,1292015Assets 2016: $492,322Liabilities 2016: $170,349Net Assets 2016: $321,9732016Assets 2017: $495,936Liabilities 2017: $179,804Net Assets 2017: $316,1322017Assets 2018: $516,101Liabilities 2018: $192,156Net Assets 2018: $323,9452018Assets 2019: $520,290Liabilities 2019: $209,321Net Assets 2019: $310,9692019Assets 2020: $504,744Liabilities 2020: $216,457Net Assets 2020: $288,2872020Assets 2021: $639,083Liabilities 2021: $233,457Net Assets 2021: $405,6262021Assets 2022: $566,209Liabilities 2022: $280,117Net Assets 2022: $286,0922022Assets 2023: $560,666Liabilities 2023: $291,268Net Assets 2023: $269,3982023Assets 2024: $5,788Liabilities 2024: $308,075Net Assets 2024: -$302,2872024

Highlighted filing

2023

Assets$560,666
Liabilities$291,268
Net Assets$269,398
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $26,442Expenses 2011: $47,632Net Income 2011: -$21,1902011Revenue 2012: $19,286Expenses 2012: $50,090Net Income 2012: -$30,8042012Revenue 2013: $17,832Expenses 2013: $33,406Net Income 2013: -$15,5742013Revenue 2014: $38,892Expenses 2014: $28,079Net Income 2014: $10,8132014Revenue 2015: $44,717Expenses 2015: $39,234Net Income 2015: $5,4832015Revenue 2016: $44,899Expenses 2016: $38,853Net Income 2016: $6,0462016Revenue 2017: $31,039Expenses 2017: $36,880Net Income 2017: -$5,8412017Revenue 2018: $43,714Expenses 2018: $35,901Net Income 2018: $7,8132018Revenue 2019: $25,048Expenses 2019: $38,024Net Income 2019: -$12,9762019Revenue 2020: $15,632Expenses 2020: $38,314Net Income 2020: -$22,6822020Revenue 2021: $153,110Expenses 2021: $35,771Net Income 2021: $117,3392021Revenue 2022: -$49,898Expenses 2022: $69,636Net Income 2022: -$119,5342022Revenue 2023: $21,429Expenses 2023: $38,123Net Income 2023: -$16,6942023Revenue 2024: $47,700Expenses 2024: $740,837Net Income 2024: -$693,1372024

Highlighted filing

2023

Revenue$21,429
Expenses$38,123
Net Income-$16,694
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Oct 17, 2024
Return Version
2022v5.0
Gross Receipts
$308,418
Mission and Program Overview

Mission

To support and advise individual medical students and medical education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$537,561$535,894▼ $1,667
Savings and Temporary Cash Investments$20,636$15,542▼ $5,094
Cash and Non-Interest-Bearing Accounts$8,012$9,230▲ $1,218
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$566,209$560,666▼ $5,543
Liabilities
Other Liabilities$280,117$291,268▲ $11,151
Total Liabilities$280,117$291,268▲ $11,151
Net Assets / Fund Balance
Net Assets With Donor Restrictions$155,238$155,238→ $0
Net Assets Without Donor Restrictions$130,854$114,160▼ $16,694
Total Net Assets Fund Balance$286,092$269,398▼ $16,694
Total Liabilities and Net Assets / Fund Balance$566,209$560,666▼ $5,543

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$1,908$1,908
Compensation and Service Providers
Top Officer Pay88th percentile

Board Members and Trustees

NameTitle
Shilpen PatelChairman
Ashley CampBoard Member
Gary Gilbert-howesBoard Member
Taylor NewsomeBoard Member
Lawrence LeblondSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,246
Program Service Revenue
$0
Investment Income
$16,125
Other Revenue
$1,058
All Other Contributions
$4,246
Change in Net Assets
$-16,694
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$23,705
Salaries, Compensation, and Employee Benefits$14,418
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$13,505
Fees for Service Investment Mgmnt Fees---$8,670
Fees for Services Accounting---$3,150
Insurance---$1,083
Office Expenses---$1,043
Payroll Taxes---$913
Occupancy---$900
Travel---$894
Information Technology---$455
Other Expenses---$150
Total Functional Expenses$0$0$0$38,123
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
Due To/from Fraternity - Joint$291,268
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“990 given to chairman and treasurer to review and sign.”

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

“Policy gets reviewed at annual meeting.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Phi Chi Welfare Assn Inc
EIN
58-0620367
Phone
8129237270
Address
2039 RIDGEVIEW DRIVE, FLOYDS KNOBS, IN 47119

Signing Officer

Name
Lawrence Leblond
Title
Treasurer
Phone
8129237270
Signed
2024-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lawrence Leblond
Formed
1901
Legal Domicile
In
Voting Board Members
5
Independent Board Members
5
Employees
1
Volunteers
8

Preparer

Firm
Deming Malone Livesay & Ostroff Psc
Address
301 E ELM STREET, NEW ALBANY, IN 47150
Preparer
Sarah L Hunter
Phone
8129455236
Raw XML Appendix331 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/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd047119
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAWRENCE LEBLOND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08129237270
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI CHI WELFARE ASSN INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O DANA MURPHY
ReturnHeader/Filer/BusinessNameControlTxt0PHIC
ReturnHeader/Filer/EIN0580620367
ReturnHeader/Filer/PhoneNum08129237270
ReturnHeader/Filer/USAddress/AddressLine1Txt02039 RIDGEVIEW DRIVE
ReturnHeader/Filer/USAddress/CityNm0FLOYDS KNOBS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047119
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611064249
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEMING MALONE LIVESAY & OSTROFF PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 E ELM STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW ALBANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047150
ReturnHeader/PreparerPersonGrp/PhoneNum08129455236
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARAH L HUNTER
ReturnHeader/ReturnTs02024-10-17T10:55:51-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-12-01
ReturnHeader/TaxPeriodEndDt02023-11-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$560,666
Liabilities
$291,268
Net assets
$269,398
Revenue
$21,429
Expenses
$38,123
Net income
-$16,694
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$3.08$3.02$0.48$7.41$6.93
2023Detailed filing. Detailed filing data is available for this year.$5.61$2.91$2.69$0.21$0.38$0.17
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.66$2.80$2.86$0.50$0.70$1.20
2021Detailed filing. Detailed filing data is available for this year.$6.39$2.33$4.06$1.53$0.36$1.17
2020Detailed filing. Detailed filing data is available for this year.$5.05$2.16$2.88$0.16$0.38$0.23
2019Summary only. Only limited summary data is available for this year.$5.20$2.09$3.11$0.25$0.38$0.13
2018Summary only. Only limited summary data is available for this year.$5.16$1.92$3.24$0.44$0.36$0.08
2017Summary only. Only limited summary data is available for this year.$4.96$1.80$3.16$0.31$0.37$0.06
2016Summary only. Only limited summary data is available for this year.$4.92$1.70$3.22$0.45$0.39$0.06
2015Summary only. Only limited summary data is available for this year.$4.75$1.59$0.45$0.39$0.05
2014Summary only. Only limited summary data is available for this year.$4.09$1.51$0.39$0.28$0.11
2013Summary only. Only limited summary data is available for this year.$3.93$1.45$0.18$0.33$0.16
2012Summary only. Only limited summary data is available for this year.$4.02$1.39$0.19$0.50$0.31
2011Summary only. Only limited summary data is available for this year.$4.25$1.31$0.26$0.48$0.21