Nonprofit · EIN 03-0386312
CHI PSI EDUCATIONAL TRUST INC
Tax-exempt · NASHVILLE, TN 37210
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,138,849 | $2,781,378 | $357,471 | $37,219,129 | $550,833 | $36,668,296 |
| June 30, 2024 | 990 | $11,055,556 | $3,225,958 | $7,829,598 | $34,840,528 | $805,856 | $34,034,672 |
| June 30, 2023 | 990 | $5,252,208 | $2,972,174 | $2,280,034 | $25,383,222 | $1,208,421 | $24,174,801 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,780,344
- Program service revenue
- $0
- Investment income
- $1,341,321
- Net rental income
- $17,184
- Net gain from sales of assets
- $586,186
- Other revenue
- $17,184
Expenses
- Grants and similar amounts paid
- $1,271,969
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $25,409
- Travel
- $28,875
- Depreciation
- $45,202
- Program services (functional)
- $1,878,866
- Management and general (functional)
- $387,587
- Fundraising (functional)
- $514,925
Balance sheet and other
- Total assets, start of year
- $34,840,528
- Total assets, end of year
- $37,219,129
- Total liabilities, end of year
- $550,833
- Net assets, end of year
- $36,668,296
- Land, buildings and equipment
- $578,603
- Publicly traded securities
- $35,620,311
- Net assets without donor restrictions
- $38,973
- Net assets with donor restrictions
- $36,629,323
- Gross unrelated business income
- $5,939
- Gross receipts
- $13,779,957
- Employees
- 0
- Volunteers
- 10
- Year formed
- 2001
- State of legal domicile
- IL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KYLE PHILLIPS | EXECUTIVE DI Officer | 15 | $0 | $109,230 | $13,777 |
| SKYLER WEINAND | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JULIAN EMERSON | VICE CHAIRMA Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ARTHUR SPRING | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CHARLES O'BOYLE | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| HEW CROOKS | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| SIMON CHEN | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| RICHARD BURNS | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| FRANCIS HOWITT | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| DAVID LINDSEY | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| JAMES HALTOM | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| STEVEN CROW | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KYLE PHILLIPS | EXEC. DIR. ( Officer | 15 | $0 | $103,769 | $9,432 |
| HAROLD ARNWINE | EXEC. DIR. ( Officer | 15 | $0 | $84,170 | $9,432 |
| SKYLER WEINAND | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JULIAN EMERSON | VICE CHAIRMA Trustee or director, Officer | 2 | $0 | $0 | $0 |
| STEVEN CROWE | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RICHARD BURNS | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| CHARLES O'BOYLE | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| DENNIS WHITFIELD | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| HEW CROOKS | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JAMES HALTOM | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| AJ SPRING | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| DAVID LINDSEY | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| HAROLD ARNWINE | EXECUTIVE DI Officer | 15 | $0 | $97,690 | $15,863 |
| SKYLER WEINAND | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JULIAN EMERSON | VICE CHAIRMA Trustee or director, Officer | 2 | $0 | $0 | $0 |
| STEVEN CROWE | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RICHARD BURNS | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| WILLIAM GREEN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| CHARLES O'BOYLE | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| DENNIS WHITFIELD | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| HEW CROOKS | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JAMES HALTOM | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| AJ SPRING | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 45 RUTLEDGE ST, NASHVILLE, TN 37210-2042
- In care of
- % SAM BESSEY EXECUTIVE SECRETARY
- Principal officer (990 for 2024)
- KYLE PHILLIPS, 45 RUTLEDGE STREET, NASHVILLE, TN 37210
- Signed the 990
- KYLE PHILLIPS, EXECUTIVE DIRECTOR
- Phone
- (615) 736-2520
- Website
- WWW.CHIPSI.ORG
- Return prepared by
- BLANKENSHIP CPA GROUP PLLC
Mission
THE CHI PSI EDUCATIONAL TRUST, INC. SERVES TO DEVELOP, FUND, AND IMPLEMENT LEADERSHIP AND SERVICE PROGRAMS AVAILABLE TO ALL MEMBERS OF CHI PSI FRATERNITY.
Program accomplishments
- EDUCATIONAL CONVENTIONS AND SEMINARS - PROMOTES HIGHER EDUCATION AND SELF DEVELOPMENT. 79 EDUCATIONAL PROGRAMS WERE COMPLETED BY 68 UNIQUE ALUMNI FACILITATORS. 4 UNIQUE LEADERSHIP TRACKS WERE PROVIDED TO 146 DELEGATES AT THE 183RD SPENCER INSTITUTE, 32 DELEGATES ATTENDED THE VERNE AND JUDY ISTOCK MID-YEAR LEADERSHIP RETREAT, AND 180 ATTENDEES PARTICIPATED ACROSS 5 ROWE REGIONAL CONFERENCES.Expenses $1,701,199 · grants $1,094,302
- FELLOWSHIPS, GRANTS, AND SCHOLARSHIPS - PROVIDES FINANCIAL SUPPORT FOR HIGHER EDUCATION. 155,000 MERIT-BASED ACADEMIC FINANCIAL AWARDS WERE AWARDED TO 49 UNIQUE RECIPIENTS.Expenses $177,667 · grants $177,667
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 03-0386312
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2003
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $37,219,129
- Income (IRS master file)
- $13,779,957
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,138,849 | $2,781,378 | $37,219,129 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $11,055,556 | $3,225,958 | $34,840,528 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $5,252,208 | $2,972,174 | $25,383,222 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $4,763,286 | $2,122,054 | $20,832,645 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 03-0386312).
Questions about CHI PSI EDUCATIONAL TRUST INC
- What is the EIN of CHI PSI EDUCATIONAL TRUST INC?
- The employer identification number (EIN) of CHI PSI EDUCATIONAL TRUST INC is 03-0386312.
- Is CHI PSI EDUCATIONAL TRUST INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to CHI PSI EDUCATIONAL TRUST INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHI PSI EDUCATIONAL TRUST INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CHI PSI EDUCATIONAL TRUST INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHI PSI EDUCATIONAL TRUST INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CHI PSI EDUCATIONAL TRUST INC?
- The 990 for the year ended June 30, 2025 names KYLE PHILLIPS.
- Who are the officers and directors of CHI PSI EDUCATIONAL TRUST INC?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does CHI PSI EDUCATIONAL TRUST INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,138,849, expenses of $2,781,378 and total assets of $37,219,129 at year end.
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