Nonprofit · EIN 35-6072111
PHI BETA PSI SORORITY
Also known as THETA ALPHA GAMMA CHAPTER
Tax-exempt · BEDFORD, IN 47421
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $59,014 | $63,354 | -$4,340 | $51,299 | $0 | $51,299 |
| December 31, 2024 | 990-EZ | $67,705 | $49,895 | $17,810 | $55,639 | – | $57,358 |
| December 31, 2023 | 990-EZ | $56,109 | $42,684 | $13,425 | $39,548 | – | $47,049 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $80
- Membership dues
- $1,776
- Investment income
- $108
- Net income from fundraising events
- $57,050
Expenses
- Grants and similar amounts paid
- $59,206
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $150
- Occupancy
- $401
- Other expenses
- $3,597
- Program services (functional)
- $63,354
Balance sheet and other
- Total assets, start of year
- $55,639
- Total assets, end of year
- $51,299
- Total liabilities, end of year
- $0
- Net assets, end of year
- $51,299
- Cash, savings and investments
- $51,299
- Gross receipts
- $90,581
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-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNY PURCELL | PRESIDENT | 10 | $0 |
| CARRIE FRANKLIN | VICE PRESIDENT | 10 | $0 |
| DARLA ANDERSON | VICE PRESIDENT | 10 | $0 |
| DENISE DILLMAN | RECORDING SECRETARY | 10 | $0 |
| ADAH HARRELL | CORRESPONDING SECRETARY | 10 | $0 |
| PAULA HERENDEEN | REPORTER | 10 | $0 |
| LUCRETIA KUEHN | TREASURER | 10 | $0 |
| TERESA HOSKINS | CONDUCTRESS | 10 | $0 |
| LYNN MINTON | PARLIAMENTARIAN | 10 | $0 |
990-EZ for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARA EAST | PRESIDENT | 10 | $0 |
| CINDY MORRISON | VICE PRESIDENT | 10 | $0 |
| CARRIE FRANKLIN | 2ND VICE PRESIDENT | 10 | $0 |
| LUCRETIA KUEHN | TREASURE | 10 | $0 |
| CONNIE BERGMAN | RECORDING SECRETARY | 10 | $0 |
990-EZ for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARA EAST | PRESIDENT | 10 | $0 |
| SALLY WARREN | VICE PRESIDENT | 10 | $0 |
| CINDY MORRISON | VICE PRESIDENT | 10 | $0 |
| CARRIE HOWATT | 2ND VICE PRES | 10 | $0 |
| LU KUEHN | TREASURE | 15 | $0 |
| CONNIE BERGMAN | RECORDING SECRETARY | 15 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1019, BEDFORD, IN 47421-1019
- In care of
- % LUCRETIA KUEHN
- Mailing address (990-N for 2022)
- 5350 SANDPIT RD, BEDFORD IN 47421
- Principal officer (990-N for 2022)
- LUCRETIA KUEHN, 5350 SANDPIT RD, BEDFORD IN 47421
- Signed the 990-EZ
- LUCRETIA KUEHN, TREASURER
- Phone
- (812) 797-9358
- Website
- WWW.PHIBETAPSI.ORG
- Return prepared by
- BLUE & CO LLC
Mission
THE PURPOSE OF THIS SORORITY SHALL BE TO CONDUCT OR PARTICIPATE IN CHARITABLE, BENEVOLENT AND CIVIC PROJECTS TO PROMOTE AWARENESS OF CANCER AND HELP IN OUR COMMUNITY CONTINUING TO SUPPORT OUR COMMUNITY AND THOSE BATTLING CANCER.
Program accomplishments
- GIVEN TO RESIDENTS OF LAWRENCE COUNTY TO HELP WITH EXPENSE OF BATTLING CANCER.Expenses $63,354 · grants $59,206
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 35-6072111
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B83)
- Group exemption
- 1213: PHI BETA PSI SORORITY
- Assets (IRS master file)
- $51,299
- Income (IRS master file)
- $90,581
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $59,014 | $63,354 | $51,299 | XML |
| 990-EZ | December 2024 | $67,705 | $49,895 | $55,639 | XML |
| 990-EZ | December 2023 | $56,109 | $42,684 | $39,548 | XML |
| 990-N for 2022 Officer: LUCRETIA KUEHN | May 31, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: Lucretia Kuehn | May 31, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Ada Harrell | May 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about PHI BETA PSI SORORITY
- What is the EIN of PHI BETA PSI SORORITY?
- The employer identification number (EIN) of PHI BETA PSI SORORITY is 35-6072111.
- Is PHI BETA PSI SORORITY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Which annual return does PHI BETA PSI SORORITY 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 PHI BETA PSI SORORITY due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHI BETA PSI SORORITY last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of PHI BETA PSI SORORITY?
- The 990-N for 2022 names LUCRETIA KUEHN.
- Who are the officers and directors of PHI BETA PSI SORORITY?
- The 990-EZ for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does PHI BETA PSI SORORITY have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $59,014, expenses of $63,354 and total assets of $51,299 at year end.
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