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.
67¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · 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
67%
of spending
Fine: 67% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
<1 mo
of spending, in cash
Plus $4.0M in investments, Pt X · Ln 11–13
Fine: 0.8 months of spending in cash, plus $4.0M in investments.
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
$69K
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$563K
Spent
$678K
To programs
67%
Net assets
$4.8M
By yearFY2020–FY2025
Revenue
$563K
FY2020
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
$678K
FY2020
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
$4.8M
FY2020
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 FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

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

67 cents of each dollar spent went to programs.

Program services 67% · $457K Management & general 22% · $149K Fundraising 11% · $72K

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

12 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$0Pt VII · Sec A
Vice-Chairman
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$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 15aNo

Programs and updates

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

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Provided by the organization

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3 programs · $457K · in their own filed words · FY2019
01

The chi phi educational trust maintains funds that are restricted to support individuals from a particular chi phi chapter or who meet donor-designated criteria. These funds provided 66 scholarships to support higher education in north america. In addition, these funds provided over 3,000 square feet in educational housing space.

$247Kprogram expense
02

The chi phi educational trust helped build better men and position students for success by providing 35 academic scholarships. These scholarships are available to over 2,000 students. The trust also awarded educational grants to train 47 chapter presidents and 46 new member educators at the chi phi alphas & thetas academy.

$194Kprogram expense
03

The chi phi educational trust publishes several educational publications on an annual basis; a training guide to 500 new students, an instructor's manual for educators and facilitators and portion of the chakett magazine which is distributed twice per year to more than 25,000 people for informational and instructional purposes.

$15Kprogram 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 FY2020 990, line by line.

1The main four
Money inPt VIII
$563K
Ln 12
Gifts and grantsLn 1h$472K
Investment incomeLn 3$84K
Other incomeLn 4–11$7K
Money outPt IX
$678K
Ln 25
Programscol B$457K
Managementcol C$149K
Fundraisingcol D$72K
Owns and owesPt X
$4.8M
net assets · Ln 32
Cash and savingsLn 1–2$45K
Total assetsLn 16$4.9M
LiabilitiesLn 26$69K
PeoplePt VI, VII
12
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$472K
Investment incomeLn 3$84K
Other incomeLn 4–11$7K
Gains on assetsLn 7−$27K
Total revenueLn 12$563K
Assets in detailPt X, end of year
CashLn 1$45K
Cash and savings togetherLn 1–2$45K
InvestmentsLn 11–13$4.0M
Land, buildings, equipmentLn 10c$735K
Other assetsLn 15$106K
Total assetsLn 16$4.9M
LiabilitiesLn 26$69K
Net assetsLn 32$4.8M
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 FY20End FY20
Cash and savingsLn 1–2$147K$45K
InvestmentsLn 11–13$4.1M$4.0M
Land, buildings, equipmentLn 10c$774K$735K
Total assetsLn 16$5.1M$4.9M
LiabilitiesLn 26$92K$69K
Net assetsLn 32$5.0M$4.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$247K$247K
Grants to domestic individualsLn 2$194K$194K
Other salaries and wagesLn 7$10K$7K$3K
Payroll taxesLn 10$3K$616$3K
Accounting feesLn 11c$35K$35K
Professional fundraising feesLn 11e$3K$3K
Other fees for servicesLn 11g$11K$11K
Office expensesLn 13$6K$6K
Information technologyLn 14$20K$20K
OccupancyLn 16$12K$12K
TravelLn 17$2K$2K
Conferences, conventions and meetingsLn 19$2K$2K
Depreciation, depletion and amortizationLn 22$9K$9K
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$107K$15K$28K$64K
All other expensesLn 24e$13K$13K
Total functional expensesLn 25$678K$457K$149K$72K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $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 Viewing $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 FY2020 990 (6 parts)
Part I · Summary $563,234 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $665,076$472,404
I-9 Program service revenuePrior year $8,815$0
I-10 Investment incomePrior year $137,465$83,753
I-11 Other revenuePrior year $4,263$7,077
I-12 Total revenuePrior year $815,619$563,234
I-13 Grants and similar amounts paidPrior year $462,716$441,221
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$13,546
I-16a Professional fundraising feesPrior year $2,306$2,541
I-17 Other expensesPrior year $369,927$220,423
I-18 Total expensesPrior year $834,949$677,731
I-19 Revenue less expensesPrior year −$19,330−$114,497
Part VI · Governance 11 of 11 board members independent, 1 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-15a Process for setting top official's payNo
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
Part VIII · Statement of revenue $563,234 across 6 lines filed
VIII-1f All other contributions, gifts and grants$472,404
VIII-1h Total contributions, gifts and grants$472,404
VIII-3 Investment incomeExcluded from tax $111,059$111,059
VIII-6 Net rental income or lossExcluded from tax $7,077$7,077
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$27,306−$27,306
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $90,830$563,234
Part IX · Statement of functional expenses $677,731 across 16 lines filed
IX-1 Grants to domestic organizationsPrograms $246,998$246,998
IX-2 Grants to domestic individualsPrograms $194,223$194,223
IX-7 Other salaries and wagesManagement $6,987 · Fundraising $3,150$10,137
IX-10 Payroll taxesManagement $616 · Fundraising $2,793$3,409
IX-11c Accounting feesManagement $35,001$35,001
IX-11e Professional fundraising feesFundraising $2,541$2,541
IX-11g Other fees for servicesManagement $11,245$11,245
IX-13 Office expensesManagement $6,271$6,271
IX-14 Information technologyManagement $19,745$19,745
IX-16 OccupancyManagement $11,775$11,775
IX-17 TravelManagement $2,388$2,388
IX-19 Conferences, conventions and meetingsManagement $2,135$2,135
IX-22 Depreciation, depletion and amortizationManagement $9,354$9,354
IX-23 InsuranceManagement $1,966$1,966
IX-24 Other expenses (24a–d)Programs $15,421 · Management $27,919 · Fundraising $63,762$107,102
IX-24e All other expensesManagement $13,441$13,441
IX-25 Total functional expensesPrograms $456,642 · Management $148,843 · Fundraising $72,246$677,731
Part X · Balance sheet $4,880,367 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $146,825$44,930
X-9 Prepaid expenses and deferred chargesStart of year $9,233$15,217
X-10c Land, buildings and equipment, netStart of year $773,817$735,014
X-11 Publicly traded securitiesStart of year $4,080,565$3,978,923
X-15 Other assetsStart of year $103,509$106,283
X-16 Total assetsStart of year $5,118,087$4,880,367
X-17 Accounts payable and accrued expensesStart of year $54,596$28,563
X-25 Other liabilitiesStart of year $36,940$40,551
X-26 Total liabilitiesStart of year $91,536$69,114
X-27 Net assets without donor restrictionsStart of year $490,002$274,550
X-28 Net assets with donor restrictionsStart of year $4,536,549$4,536,703
X-32 Total net assets or fund balancesStart of year $5,026,551$4,811,253
X-33 Total liabilities and net assetsStart of year $5,118,087$4,880,367
Part XI · Reconciliation of net assets $4,811,253 net assets at year end
XI-1 Total revenue$563,234
XI-2 Total expenses$677,731
XI-3 Revenue less expenses−$114,497
XI-4 Net assets at start of year$5,026,551
XI-5 Net unrealized gains (losses) on investments−$72,301
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$4,811,253

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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