CHI PSI EDUCATIONAL TRUST INC

EIN: 030386312 501(c)(3) Education

NASHVILLE, TN

Total Revenue
$3,138,849
Total Expenses
$2,781,378
Total Assets
$37,219,129
Net Assets
$36,668,296
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2001
Legal Domicile
IL
Principal Officer
KYLE PHILLIPS
Phone
6157362520
Tax Period
2024-07-01 to 2025-06-30

CHI PSI EDUCATIONAL TRUST INC, founded in 2001, is a community nonprofit in the Education sector that reported $3.1M in total revenue in fiscal year 2024. Revenue fell 72% from the prior year — a significant decline worth monitoring. Expenses of $2.8M left a modest 11% surplus.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,780,344
Program Service Revenue $0
Investment Income $1,341,321
Other Revenue $17,184
TOTAL REVENUE $3,138,849

Expense Breakdown

Grants Paid $1,271,969
Salaries & Benefits $0
Fundraising Expenses $514,925
Program Expenses $1,878,866
Other Expenses $1,509,409
TOTAL EXPENSES $2,781,378

Year-over-Year Comparison

2024 2023 Change
Revenue $3,138,849 $11,055,556 -0.7%
Expenses $2,781,378 $3,225,958 -0.1%
Net Income $357,471 $7,829,598 -1.0%
Key Indicators
✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
11
Independent Members
11
Employees
N/A
Volunteers
10

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$123,007
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KYLE PHILLIPS EXECUTIVE DI 15.00
Officer
$0 $13,777 $123,007
SKYLER WEINAND CHAIRMAN 2.00
Officer Director
$0 $0 $0
JULIAN EMERSON VICE CHAIRMA 2.00
Officer Director
$0 $0 $0
ARTHUR SPRING TREASURER 1.00
Officer Director
$0 $0 $0
CHARLES O'BOYLE TRUSTEE 0.50
Director
$0 $0 $0
HEW CROOKS TRUSTEE 0.50
Director
$0 $0 $0
SIMON CHEN TRUSTEE 0.50
Director
$0 $0 $0
RICHARD BURNS TRUSTEE 0.50
Director
$0 $0 $0
FRANCIS HOWITT TRUSTEE 0.50
Director
$0 $0 $0
DAVID LINDSEY TRUSTEE 0.50
Director
$0 $0 $0
JAMES HALTOM TRUSTEE 0.50
Director
$0 $0 $0
STEVEN CROW TRUSTEE 0.50
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $3,138,849 $2,781,378 $37,219,129 $357,471
2024 $11,055,556 $3,225,958 $34,840,528 $7,829,598
2023 $5,252,208 $2,972,174 $25,383,222 $2,280,034
2022 $4,763,286 $2,122,054 $20,832,645 $2,641,232
2021 $3,559,500 $1,167,693 $21,451,813 $2,391,807
2020 $11,919,969 $1,327,422 $16,543,192 $10,592,547
2019 $2,014,625 $1,375,316 $6,473,992 $639,309
2018 $2,486,933 $756,534 $5,665,286 $1,730,399
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