Civic Intelligence

Phi Chi Welfare Assn Inc

EIN 58-0620367 • 501(c)7 • Floyds Knobs, IN

Profile

To support and advise individual medical students and medical education.

2039 Ridgeview DriveFloyds Knobs, IN 47119

n/A

Siviq Scores

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

Liabilities / Assets

100th percentile

53.23x

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

501(c)7 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

99th percentile

6.46x

Higher debt load relative to revenue than 99% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

Net Margin

1st percentile

-1453%

Higher net margin than 1% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2024

Asset Growth

6th percentile

-99%

Faster asset growth than 6% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

123%

Faster revenue growth than 97% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets100th percentile

Assets

Down

$5,788

Down $554,878 (-99%) from 2023

Liabilities

Up

$308,075

Up $16,807 (+5.8%) from 2023

Net Assets

Down

-$302,287

Down $571,685 (-212%) from 2023

Operations
Liabilities / Revenue99th percentileNet Margin1st percentile

Revenue

Up

$47,700

Up $26,271 (+123%) from 2023

Expenses

Up

$740,837

Up $702,714 (+1843%) from 2023

Net Income

Down

-$693,137

Down $676,443 (-4052%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth6th percentile

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

$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

2024

Assets$5,788
Liabilities$308,075
Net Assets-$302,287
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$47,700
Expenses$740,837
Net Income-$693,137
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$5,788
Liabilities
$308,075
Net assets
-$302,287
Revenue
$47,700
Expenses
$740,837
Net income
-$693,137
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Oct 15, 2025
Return Version
2023v6.0
Gross Receipts
$122,629
Mission and Program Overview

Mission

To support and advise individual medical students and medical education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$15,542$0▼ $15,542
Cash and Non-Interest-Bearing Accounts$9,230$5,635▼ $3,595
Investments in Publicly Traded Securities$535,894$153▼ $535,741
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$560,666$5,788▼ $554,878
Liabilities
Other Liabilities$291,268$308,075▲ $16,807
Total Liabilities$291,268$308,075▲ $16,807
Net Assets / Fund Balance
Net Assets With Donor Restrictions$155,238$155,238→ $0
Net Assets Without Donor Restrictions$114,160$-457,525▼ $571,685
Total Net Assets Fund Balance$269,398$-302,287▼ $571,685
Total Liabilities and Net Assets / Fund Balance$560,666$5,788▼ $554,878

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$1,908$1,908
Other Land Buildings$0--
Compensation and Service Providers
Top Officer Pay94th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$4,685
Program Service Revenue
$0
Investment Income
$37,685
Other Revenue
$5,330
All Other Contributions
$4,685
Change in Net Assets
$-693,137
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$701,320
Other Expenses$38,516
Salaries, Compensation, and Employee Benefits$1,001
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$701,320
Office Expenses---$8,062
Fees for Service Investment Mgmnt Fees---$6,600
Fees for Services Accounting---$3,375
Travel---$3,120
Insurance---$1,108
Payroll Taxes---$1,001
Occupancy---$900
Other Expenses---$246
Information Technology---$128
All Other Expenses---$102
Total Functional Expenses$0$0$0$740,837
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Phi Chi Foundation IncFloyds Knobs, IN-To Establish and Fund the Phi Chi Foundation$701,320
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$308,075
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
2025-10-15
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
0
Volunteers
5

Preparer

Firm
Deming Malone Livesay & Ostroff Psc
Address
301 E ELM STREET, NEW ALBANY, IN 47150
Preparer
Sarah L Hunter
Phone
8129455236
Raw XML Appendix362 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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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO ESTABLISH AND FUND THE PHI CHI FOUNDATION
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0LAWRENCE LEBLOND
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-15
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-15
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ReturnHeader/ReturnTs02025-10-15T14:52:33-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

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