Civic Intelligence

Phi Chi Welfare Association

990 • Fiscal year 2020 • EIN 58-0620367

Dec 01, 2019 to Nov 30, 2020 • Filed on Jun 22, 2021

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

80th percentile

0.43x

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

2020 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

99th percentile

13.85x

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

2020 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2020

Net Margin

2nd percentile

-145%

Higher net margin than 2% of similar nonprofits.

2020 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2020 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2020

Asset Growth

28th percentile

-3.0%

Faster asset growth than 28% of similar nonprofits.

2020 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

14th percentile

-38%

Faster revenue growth than 14% of similar nonprofits.

2020 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$504,744

Down $15,546 (-3.0%) from 2019

Net Assets

Down

$288,287

Down $22,682 (-7.3%) from 2019

Liabilities

Up

$216,457

Up $7,136 (+3.4%) from 2019

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin2nd percentile

Revenue

Down

$15,632

Down $9,416 (-38%) from 2019

Expenses

Up

$38,314

Up $290 (+0.8%) from 2019

Net Income

Down

-$22,682

Down $9,706 (-75%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2020

Assets$504,744
Liabilities$216,457
Net Assets$288,287
Open 2020 Filing

Operations Trend

Revenue Growth14th percentile

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

2020

Revenue$15,632
Expenses$38,314
Net Income-$22,682
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Jun 22, 2021
Return Version
2019v5.0
Gross Receipts
$249,516
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$499,281$446,844▼ $52,437
Savings and Temporary Cash Investments$13,621$50,988▲ $37,367
Cash and Non-Interest-Bearing Accounts$7,388$6,912▼ $476
Total Assets$520,290$504,744▼ $15,546
Liabilities
Other Liabilities$209,321$216,457▲ $7,136
Total Liabilities$209,321$216,457▲ $7,136
Net Assets / Fund Balance
Net Assets With Donor Restrictions$155,238$155,238→ $0
Net Assets Without Donor Restrictions$155,731$133,049▼ $22,682
Total Net Assets Fund Balance$310,969$288,287▼ $22,682
Total Liabilities and Net Assets / Fund Balance$520,290$504,744▼ $15,546
Compensation and Service Providers
Top Officer Pay86th percentile

Board Members and Trustees

NameTitle
Shilpen PatelChairman
Dash DuncanBoard Member
Jenny UlberBoard Member
Shangir SiddiqueBoard Member
Lawrence LeblondSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$6,330
Program Service Revenue
$0
Investment Income
$9,302
Other Revenue
$0
All Other Contributions
$6,330
Change in Net Assets
$-22,682
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$24,332
Salaries, Compensation, and Employee Benefits$13,982
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$12,984
Office Expenses---$4,939
Fees for Services Other---$2,675
Payroll Taxes---$998
Insurance---$892
Occupancy---$825
Information Technology---$609
Other Expenses---$207
All Other Expenses---$104
Total Functional Expenses$0$0$0$38,314
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 Medical Fraternity$216,457
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

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

Form 990, Page 6, Part VI, Line 12C

“Policy gets reviewed at annual meeting.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

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

Signing Officer

Name
Shilpen Patel
Title
Chairman
Phone
8129237270
Signed
2021-06-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shilpen Patel
Formed
1901
Legal Domicile
In
Voting Board Members
5
Independent Board Members
5
Employees
1
Volunteers
5

Preparer

Firm
Deming Malone Livesay & Ostroff
Address
301 E ELM STREET, NEW ALBANY, IN 47150
Preparer
Richard N Robinson CPA
Phone
8129455236
Raw XML Appendix312 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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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/PreparerFirmGrp/PreparerFirmEIN0611064249
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEMING MALONE LIVESAY & OSTROFF
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/PreparationDt02021-07-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD N ROBINSON CPA
ReturnHeader/ReturnTs02021-07-13T14:34:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-12-01
ReturnHeader/TaxPeriodEndDt02020-11-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$504,744
Liabilities
$216,457
Net assets
$288,287
Revenue
$15,632
Expenses
$38,314
Net income
-$22,682
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