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Xi Psi Phi Fraternity

Not tax-deductible

San Francisco, CA501(c)(7)EIN 94-6138195Revenue $141K in FY2023

On file with the IRS48 Berkeley Way, 94131-2518 · San Francisco, CATax-exempt since Mar 1967

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To provide scholarships and housing to dental students at university of california.

Mission: Form 990 Part I, line 1

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(7)
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
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 4
filings with a surplus
Average surplus $37K a year · 44% of revenue · last 4 filings
Looks good: a surplus in 4 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
23 mo
of spending, in cash
Looks good: 22.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 3 voting members
Looks good: 3 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$141K
+93% vs prior year
Spent
$105K
To programs
0%
Net assets
$865K
By yearFY2020–FY2023
Revenue
$141K
FY2023▲ +93%
Tap a bar for its year
Revenue by fiscal year
FY2020$67K
FY2021$56K
FY2022$73K
FY2023$141K
Expenses
$105K
FY2023▲ +126%
Tap a bar for its year
Expenses by fiscal year
FY2020$24K
FY2021$13K
FY2022$46K
FY2023$105K
Net assets
$865K
FY2023▲ +4%
Tap a bar for its year
Net assets by fiscal year
FY2020$760K
FY2021$803K
FY2022$829K
FY2023$865K

From the FY2023 Form 990 · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023. IRS ruling in Mar 1967.

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

Who runs it and what they're paid

3 people listed on the 990.

Part VII, Section A · reportable compensation
Anne-Lise Fink
Secretary &
$0Pt VII · Sec A
Eric Yabu
Vice Preside
$0Pt VII · Sec A
Dr Penelope Yip
President/Tr
$0Pt VII · Sec A
See Xi Psi Phi Fraternity 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

Provides scholarships and housing to dental students at UC.

Questions for Xi Psi Phi Fraternity

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Provided by the organization

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1 program · in their own filed words · FY2023
01

Rents are collected from uc dental school students for the use of the fraternity house. Scholarships are awarded to deserving undergraduates.

Pt IX · col B

Funders

Who pays for it.

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

Grants

Schedule I · this organization's grantmaking
Grants paid · 2 grants · $10K · 2020–2021
Unitemized GrantFY2021$1,750
Unitemized GrantFY2020$8,500

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$141K
Ln 12
Fees for servicesLn 2g$119K
Investment incomeLn 3$22K
Money outPt IX
$105K
Ln 25
Owns and owesPt X
$865K
net assets · Ln 32
Cash and savingsLn 1–2$200K
Total assetsLn 16$865K
LiabilitiesLn 26$0
PeoplePt VI, VII
3
listed · VII A
PaidVII A0
Voting boardVI 1a3
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$119K
Investment incomeLn 3$22K
Total revenueLn 12$141K
Assets in detailPt X, end of year
CashLn 1$506
SavingsLn 2$199K
Cash and savings togetherLn 1–2$200K
InvestmentsLn 11–13$583K
Land, buildings, equipmentLn 10c$82K
Total assetsLn 16$865K
LiabilitiesLn 26$0
Net assetsLn 32$865K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$739K$200K
InvestmentsLn 11–13$583K
Land, buildings, equipmentLn 10c$90K$82K
Total assetsLn 16$829K$865K
LiabilitiesLn 26$0$0
Net assetsLn 32$829K$865K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
OccupancyLn 16$23K
Conferences, conventions and meetingsLn 19$15K
Depreciation, depletion and amortizationLn 22$8K
Other expenses (24a–d)Ln 24$40K
All other expensesLn 24e$19K
Total functional expensesLn 25$105K$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Latest Viewing $141K$105K$36K$865K 990 PDF
FY2022 $73K$46K$26K$829K 990 PDF
FY2021 $56K$13K$43K$803K 990 PDF
FY2020 $67K$24K$43K$760K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $140,666 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenue$119,048
I-10 Investment incomePrior year $2,227$21,618
I-11 Other revenuePrior year $70,504$0
I-12 Total revenuePrior year $72,731$140,666
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $46,268$104,766
I-18 Total expensesPrior year $46,268$104,766
I-19 Revenue less expensesPrior year $26,463$35,900
Part VI · Governance 3 of 3 board members independent, 4 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members3
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $140,666 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $864 · Excluded from tax $118,184$119,048
VIII-3 Investment incomeRelated to mission $3,834 · Excluded from tax $17,784$21,618
VIII-12 Total revenueRelated to mission $4,698 · Excluded from tax $135,968$140,666
Part IX · Statement of functional expenses $104,766 across 5 lines filed
IX-16 Occupancy$23,324
IX-19 Conferences, conventions and meetings$15,149
IX-22 Depreciation, depletion and amortization$7,852
IX-24 Other expenses (24a–d)$39,679
IX-24e All other expenses$18,762
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$104,766
Part X · Balance sheet $865,169 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $177,324$506
X-2 Savings and temporary cash investmentsStart of year $561,993$199,458
X-10c Land, buildings and equipment, netStart of year $89,952$82,099
X-11 Publicly traded securities$583,106
X-16 Total assetsStart of year $829,269$865,169
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $829,269$865,169
X-33 Total liabilities and net assetsStart of year $829,269$865,169
Part XI · Reconciliation of net assets $865,169 net assets at year end
XI-1 Total revenue$140,666
XI-2 Total expenses$104,766
XI-3 Revenue less expenses$35,900
XI-4 Net assets at start of year$829,269
XI-10 Net assets at end of year$865,169

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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