HENRY E & NANCY H BARTELS TRUST FB… - Form 990 Financial Data

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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

2004

Legal Domicile

Principal Officer

SAM BESSEY

Phone

6157362520

Tax Period

2023-01-01 to 2023-12-31

HENRY E & NANCY H BARTELS TRUST FBO THE CHI PSI EDUCATIONAL TRUST INC, founded in 2004, is a micro nonprofit in the Education sector that reported $48K in total revenue in fiscal year 2023. Revenue fell 68% from the prior year — a significant decline worth monitoring. Expenses of $70K exceeded revenue, resulting in a 46% operating deficit.

Mission

TO PROVIDE SCHOLARSHIP AND OTHER EDUCATION-RELATED FUNDING FOR THE UNDERGRADUATE MEMBERS OF THE CHI PSI FRATERNITY THROUGH THE CHI PSI EDUCATIONAL TRUST, INC.

Program Service Accomplishments

Program 1

Expenses: $35,000

THE TRUST FUNDED GRANTS TO THE CHI PSI EDUCATIONAL TRUST FUND,INC. FOR TEN UNDERGRADUATE SCHOLARSHIPS AND ONE GRADUATE FELLOWSHIP.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $47,658

Other Revenue $0

TOTAL REVENUE $47,658

Expense Breakdown

Grants Paid $35,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $35,000

Other Expenses $34,715

TOTAL EXPENSES $69,715

Year-over-Year Comparison

	2023	2022	Change
Revenue	$47,658	$150,302	-0.7%
Expenses	$69,715	$64,444	+0.1%
Net Income	$-22,057	$85,858	-1.3%

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIAN B EMERSON	TRUSTEE	0.10	Director	$0	$0	$0
SAMUEL C BESSEY	TRUSTEE	0.10	Director	$0	$0	$0
HAROLD G ARNWINE II	TRUSTEE	0.10	Director	$0	$0	$0
STEVEN A CULBERTSON	TRUSTEE	0.10	Director	$0	$0	$0
BENJAMIN R SILLIMAN	TRUSTEE	0.10	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
2024	No data	No data	No data	No data
2023	$47,658	$69,715	$1,423,162	$-22,057
2022	$150,302	$64,444	$1,512,277	$85,858
2021	$137,883	$113,234	$2,776,791	$24,649
2020	$94,189	$194,538	$2,786,248	$-100,349
2019	$28,229	$68,449	$2,051,504	$-40,220
2018	$28,508	$72,815	$1,321,000	$-44,307

HENRY E & NANCY H BARTELS TRUST FBO THE CHI PSI EDUCATIONAL TRUST INC