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Xi Psi Phi Fraternity FY2020 filing

Not tax-deductible

San Francisco, CA501(c)(7)EIN 94-6138195Revenue $67K in FY2020

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.

91¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

Before you give

FY2020 · 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
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
326 mo
of spending, in cash
Looks good: 326.4 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
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$67K
Spent
$24K
To programs
91%
Net assets
$760K
By yearFY2020–FY2023
Revenue
$67K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$67K
FY2021$56K
FY2022$73K
FY2023$141K
Expenses
$24K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$24K
FY2021$13K
FY2022$46K
FY2023$105K
Net assets
$760K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$760K
FY2021$803K
FY2022$829K
FY2023$865K

From the FY2020 Form 990 · see the original

Form 990 (PDF) Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2023) →

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

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $22K Management & general 9% · $2K

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

4 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Penelope Yip DDS
Secy/Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Charles Arita DDS
Vice President
$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.

Provided by the organization

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1 program · $22K · in their own filed words · FY2020
01

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

$22Kprogram expense

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 FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$67K
Ln 12
Other incomeLn 4–11$67K
Investment incomeLn 3$527
Money outPt IX
$24K
Ln 25
Programscol B$22K
Managementcol C$2K
Owns and owesPt X
$760K
net assets · Ln 32
Cash and savingsLn 1–2$654K
Total assetsLn 16$760K
LiabilitiesLn 26$0
PeoplePt VI, VII
4
listed · VII A
PaidVII A0
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$527
Other incomeLn 4–11$67K
Total revenueLn 12$67K
Assets in detailPt X, end of year
CashLn 1$94K
SavingsLn 2$560K
Cash and savings togetherLn 1–2$654K
Land, buildings, equipmentLn 10c$106K
Total assetsLn 16$760K
LiabilitiesLn 26$0
Net assetsLn 32$760K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
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$603K$654K
Land, buildings, equipmentLn 10c$114K$106K
Total assetsLn 16$717K$760K
LiabilitiesLn 26$0$0
Net assetsLn 32$717K$760K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$8K$8K
Office expensesLn 13$8K$8K
Conferences, conventions and meetingsLn 19$6K$6K
Other expenses (24a–d)Ln 24$2K$2K
Total functional expensesLn 25$24K$22K$2K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Latest $141K$105K$36K$865K 990 PDF
FY2022 $73K$46K$26K$829K 990 PDF
FY2021 $56K$13K$43K$803K 990 PDF
FY2020 Viewing $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 FY2020 990 (6 parts)
Part I · Summary $67,155 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $3,992$527
I-11 Other revenuePrior year $59,122$66,628
I-12 Total revenuePrior year $63,114$67,155
I-13 Grants and similar amounts paidPrior year $15,500$8,500
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $62,582$15,543
I-18 Total expensesPrior year $78,082$24,043
I-19 Revenue less expensesPrior year −$14,968$43,112
Part VI · Governance 4 of 4 board members independent, 3 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $67,155 across 4 lines filed
VIII-3 Investment incomeUnrelated business $527$527
VIII-6 Net rental income or lossRelated to mission $65,925$65,925
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $703$703
VIII-12 Total revenueRelated to mission $66,628 · Unrelated business $527 · Excluded from tax $0$67,155
Part IX · Statement of functional expenses $24,043 across 4 lines filed
IX-2 Grants to domestic individualsPrograms $8,500$8,500
IX-13 Office expensesPrograms $7,550$7,550
IX-19 Conferences, conventions and meetingsPrograms $5,810$5,810
IX-24 Other expenses (24a–d)Management $2,183$2,183
IX-25 Total functional expensesPrograms $21,860 · Management $2,183 · Fundraising $0$24,043
Part X · Balance sheet $759,650 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $43,847$94,284
X-2 Savings and temporary cash investmentsStart of year $559,183$559,710
X-10c Land, buildings and equipment, netStart of year $113,508$105,656
X-16 Total assetsStart of year $716,538$759,650
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $716,538$759,650
X-33 Total liabilities and net assetsStart of year $716,538$759,650
Part XI · Reconciliation of net assets $759,650 net assets at year end
XI-1 Total revenue$67,155
XI-2 Total expenses$24,043
XI-3 Revenue less expenses$43,112
XI-4 Net assets at start of year$716,538
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$759,650

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

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