To build better men and change lives by promoting scholarship, developing character, improving Educational facilities and supporting charitable causes.

501(c)(3) charity; gifts are tax-deductible.
60¢ of each $1 spent went to programs.
Run by 48 volunteers and 5 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $67K a year · 7% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
60%
of spending
Worth a look: 60% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$107K
to officers and key staff · 9% of spending
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
1 mo
of spending, in cash
Plus $5.4M in investments, Pt X · Ln 11–13
Fine: 1.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
7
named funders · $197K
Looks good: 7 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$102K
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.5M
+9% vs prior year
Spent
$1.2M
To programs
60%
Net assets
$6.8M
By yearFY2020–FY2025
Revenue
$1.5M
FY2025▲ +9%
Tap a bar for its year
Revenue by fiscal year
FY2020$563K
FY2021$557K
FY2022$584K
FY2023$893K
FY2024$1.4M
FY2025$1.5M
Expenses
$1.2M
FY2025▼ -0.5%
Tap a bar for its year
Expenses by fiscal year
FY2020$678K
FY2021$899K
FY2022$869K
FY2023$1.1M
FY2024$1.2M
FY2025$1.2M
Net assets
$6.8M
FY2025▲ +11%
Tap a bar for its year
Net assets by fiscal year
FY2020$4.8M
FY2021$5.4M
FY2022$4.4M
FY2023$5.6M
FY2024$6.1M
FY2025$6.8M

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1980.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

60 cents of each dollar spent went to programs.

Program services 60% · $697K Management & general 21% · $249K Fundraising 18% · $213K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990; $107K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Executive Director
$106,630Pt VII · Sec A
Vice-Chairman
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2025FY2024FY2023FY2022
Laura Landry$106,630$94,930$88,100$85,800
Erin Andersen——$6,504$32,856
Mackenzie Turner——$5,233$13,312
Rachel Mason——$5,500—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Chi Phi Educational Trust executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Promoting scholarship, character, and education to build better men and change lives.

Questions for Chi Phi Educational Trust

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Your first name shows with your question. Chi Phi Educational Trust answers here, for everyone.

Provided by the organization

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3 programs · $697K · in their own filed words · FY2024
01

Maintains funds that are restricted to support individuals from a particular chi phi chapter or who meet donor-designated criteria. These funds provided 80 scholarships to support higher education in north america.

$433Kprogram expense
02

Help build better men and change lives by supporting educational programs and leadership training to undergraduate students and chapters. Awarded educational grants to train 33 chapter presidents and 26 new member educators at the chi phi alphas and thetas academy.

$192Kprogram expense
03

Help build better men and position students for success by providing 39 academic scholarships. These scholarships are available to over 2,500 students. The trust also provided emergency grants to 2 individuals based on need.

$71Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 7 funders →
Grants paid · 17 grants · $2.8M · 2019–2024
Chi Phi Fraternity INCGA · FY2024$192,383
Unitemized GrantFY2024$188,736
Unitemized GrantFY2024$1,020
Chi Phi Fraternity INCGA · FY2023$219,520
Unitemized GrantFY2023$213,940
Unitemized GrantFY2023$5,328
Unitemized GrantFY2022$285,791
Chi Phi Fraternity INCGA · FY2022$180,777
Unitemized GrantFY2022$31,405
Chi Phi Fraternity INCGA · FY2021$240,560
Unitemized GrantFY2021$199,126
Unitemized GrantFY2021$10,242
Chi Phi Fraternity INCGA · FY2020$350,046
Unitemized GrantFY2020$183,667
Chi Phi Fraternity INCGA · FY2019$246,998
Unitemized GrantFY2019$194,223

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$1.5M
Ln 12
Gifts and grantsLn 1h$1.3M
Investment incomeLn 3$228K
Money outPt IX
$1.2M
Ln 25
Programscol B$697K
Managementcol C$249K
Fundraisingcol D$213K
Owns and owesPt X
$6.8M
net assets · Ln 32
Cash and savingsLn 1–2$125K
Total assetsLn 16$6.9M
LiabilitiesLn 26$102K
PeoplePt VI, VII
13
listed · VII A
PaidVII A1
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.3M
Noncash giftsLn 1g$24K
Fundraising eventsLn 1c$95K
Investment incomeLn 3$228K
Gains on assetsLn 7$92K
Total revenueLn 12$1.5M
Assets in detailPt X, end of year
CashLn 1$51K
SavingsLn 2$73K
Cash and savings togetherLn 1–2$125K
InvestmentsLn 11–13$5.4M
Land, buildings, equipmentLn 10c$400
Other assetsLn 15$127K
Total assetsLn 16$6.9M
LiabilitiesLn 26$102K
Net assetsLn 32$6.8M
OperationsPt I, VI
EmployeesI 55
VolunteersI 648
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$99K$125K
InvestmentsLn 11–13$4.9M$5.4M
Land, buildings, equipmentLn 10c$12K$400
Total assetsLn 16$6.3M$6.9M
LiabilitiesLn 26$194K$102K
Net assetsLn 32$6.1M$6.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$202K$202K
Grants to domestic individualsLn 2$190K$190K
Pay of current officers, directors and key staffLn 5$124K$51K$33K$40K
Other salaries and wagesLn 7$170K$71K$46K$53K
Pension plan contributionsLn 8$5K$2K$1K$2K
Other employee benefitsLn 9$12K$5K$3K$4K
Payroll taxesLn 10$22K$9K$6K$7K
Accounting feesLn 11c$51K$19K$31K$2K
Professional fundraising feesLn 11e$16K$16K
Investment management feesLn 11f$42K$42K
Other fees for servicesLn 11g$9K$2K$3K$3K
Office expensesLn 13$13K$259$9K$4K
Information technologyLn 14$66K$23K$19K$25K
TravelLn 17$71K$29K$14K$27K
Conferences, conventions and meetingsLn 19$17K$17K
Depreciation, depletion and amortizationLn 22$13K$13K
InsuranceLn 23$8K$389$8K$272
Other expenses (24a–d)Ln 24$129K$94K$4K$31K
Total functional expensesLn 25$1.2M$697K$249K$213K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $1.5M$1.2M$326K$6.8M 990 PDF
FY2024 $1.4M$1.2M$196K$6.1M 990 PDF
FY2023 $893K$1.1M−$182K$5.6M 990 PDF
FY2022 $584K$869K−$285K$4.4M 990 PDF
FY2021 $557K$899K−$342K$5.4M 990 PDF
FY2020 $563K$678K−$114K$4.8M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $1,484,895 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $667,038$1,258,364
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $384,539$227,592
I-11 Other revenuePrior year $309,579−$1,061
I-12 Total revenuePrior year $1,361,156$1,484,895
I-13 Grants and similar amounts paidPrior year $438,788$392,139
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $293,143$333,854
I-16a Professional fundraising feesPrior year $0$15,773
I-17 Other expensesPrior year $432,943$417,124
I-18 Total expensesPrior year $1,164,874$1,158,890
I-19 Revenue less expensesPrior year $196,282$326,005
Part VI · Governance 13 of 13 board members independent, no flags
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,484,895 across 9 lines filed
VIII-1c Fundraising events$94,708
VIII-1f All other contributions, gifts and grants$1,163,656
VIII-1g Noncash contributions (included above)$23,800
VIII-1h Total contributions, gifts and grants$1,258,364
VIII-3 Investment incomeExcluded from tax $135,569$135,569
VIII-7 Net gain or loss on sales of assetsExcluded from tax $92,023$92,023
VIII-8 Net income from fundraising eventsExcluded from tax −$37,263−$37,263
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $36,202$36,202
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $226,531$1,484,895
Part IX · Statement of functional expenses $1,158,890 across 18 lines filed
IX-1 Grants to domestic organizationsPrograms $202,383$202,383
IX-2 Grants to domestic individualsPrograms $189,756$189,756
IX-5 Pay of current officers, directors and key staffPrograms $50,856 · Management $33,491 · Fundraising $39,693$124,040
IX-7 Other salaries and wagesPrograms $70,761 · Management $45,859 · Fundraising $53,494$170,114
IX-8 Pension plan contributionsPrograms $2,220 · Management $1,462 · Fundraising $1,733$5,415
IX-9 Other employee benefitsPrograms $4,945 · Management $3,257 · Fundraising $3,860$12,062
IX-10 Payroll taxesPrograms $9,111 · Management $6,000 · Fundraising $7,112$22,223
IX-11c Accounting feesPrograms $18,688 · Management $30,687 · Fundraising $1,625$51,000
IX-11e Professional fundraising feesFundraising $15,773$15,773
IX-11f Investment management feesManagement $41,691$41,691
IX-11g Other fees for servicesPrograms $2,014 · Management $3,476 · Fundraising $3,180$8,670
IX-13 Office expensesPrograms $259 · Management $8,800 · Fundraising $3,882$12,941
IX-14 Information technologyPrograms $22,555 · Management $18,574 · Fundraising $24,644$65,773
IX-17 TravelPrograms $29,299 · Management $14,084 · Fundraising $27,164$70,547
IX-19 Conferences, conventions and meetingsManagement $16,812$16,812
IX-22 Depreciation, depletion and amortizationManagement $12,674$12,674
IX-23 InsurancePrograms $389 · Management $7,803 · Fundraising $272$8,464
IX-24 Other expenses (24a–d)Programs $93,820 · Management $4,058 · Fundraising $30,674$128,552
IX-25 Total functional expensesPrograms $697,056 · Management $248,728 · Fundraising $213,106$1,158,890
Part X · Balance sheet $6,865,362 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $99,224$51,280
X-2 Savings and temporary cash investments$73,392
X-3 Pledges and grants receivableStart of year $1,133,051$1,216,624
X-8 Inventories for sale or use$1,429
X-9 Prepaid expenses and deferred chargesStart of year $33,297$18,924
X-10c Land, buildings and equipment, netStart of year $12,295$400
X-11 Publicly traded securitiesStart of year $4,859,799$5,376,033
X-15 Other assetsStart of year $122,723$127,280
X-16 Total assetsStart of year $6,260,389$6,865,362
X-17 Accounts payable and accrued expensesStart of year $15,314$19,703
X-25 Other liabilitiesStart of year $178,496$82,570
X-26 Total liabilitiesStart of year $193,810$102,273
X-27 Net assets without donor restrictionsStart of year −$155,908−$383,260
X-28 Net assets with donor restrictionsStart of year $6,222,487$7,146,349
X-32 Total net assets or fund balancesStart of year $6,066,579$6,763,089
X-33 Total liabilities and net assetsStart of year $6,260,389$6,865,362
Part XI · Reconciliation of net assets $6,763,089 net assets at year end
XI-1 Total revenue$1,484,895
XI-2 Total expenses$1,158,890
XI-3 Revenue less expenses$326,005
XI-4 Net assets at start of year$6,066,579
XI-5 Net unrealized gains (losses) on investments$388,398
XI-8 Prior period adjustments−$17,893
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$6,763,089

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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