CHI PHI EDUCATIONAL TRUST

EIN: 586035103 501(c)(3)

ROSWELL, GA

Total Revenue
$893,446
Total Expenses
$1,075,509
Total Assets
$5,692,040
Net Assets
$5,607,508
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1930
Legal Domicile
GA
Principal Officer
LAURA LANDRY
Phone
4042311824
Tax Period
2022-07-01 to 2023-06-30

CHI PHI EDUCATIONAL TRUST, founded in 1930, is a small nonprofit that reported $893K in total revenue in fiscal year 2022. Revenue surged 53% from the prior year, signaling strong growth momentum. Expenses of $1.1M exceeded revenue, resulting in a 20% operating deficit.

Mission

TO BUILD BETTER MEN AND CHANGE LIVES BY PROMOTING SCHOLARSHIP, DEVELOPING CHARACTER, IMPROVING EDUCATIONAL FACILITIES AND SUPPORTING CHARITABLE CAUSES.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $318,637
Program Service Revenue $0
Investment Income $41,079
Other Revenue $533,730
TOTAL REVENUE $893,446

Expense Breakdown

Grants Paid $497,973
Salaries & Benefits $161,027
Fundraising Expenses $140,489
Program Expenses $784,284
Other Expenses $416,509
TOTAL EXPENSES $1,075,509

Year-over-Year Comparison

2022 2021 Change
Revenue $893,446 $583,650 +0.5%
Expenses $1,075,509 $868,936 +0.2%
Net Income $-182,063 $-285,286 -0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Sign In

Governance

Voting Members
10
Independent Members
10
Employees
4
Volunteers
48

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
8
$112,694
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROBERT A RAMIN CHAIRMAN 10.00
Officer Director
$0 $0 $0
RICARDO G PEREZ VICE-CHAIRMAN 5.00
Officer Director
$0 $0 $0
MARIO LOUIS LENTO SECRETARY 5.00
Officer Director
$0 $0 $0
JOHN E HUTZLER TREASURER 5.00
Officer Director
$0 $0 $0
JONATHAN C STERLING TRUSTEE 1.00
Director
$0 $0 $0
DAVID L SKELTON TRUSTEE 1.00
Director
$0 $0 $0
DAN WHERRY AHEARN TRUSTEE 1.00
Director
$0 $0 $0
HAYES MICHAEL DEVER TRUSTEE 1.00
Director
$0 $0 $0
CHRIS JAMES SHULER TRUSTEE 1.00
Director
$0 $0 $0
FRANCIS J NOLAN TRUSTEE 1.00
Director
$0 $0 $0
LAURA LANDRY EXECUTIVE DIRECTOR TRUST 40.00
Officer
$88,100 $4,800 $92,900
ERIN ANDERSEN DIRECTOR OF MARKETING & PROGRAMS 40.00
Officer
$6,504 $0 $6,504
MACKENZIE TURNER DIRECTOR OF STEWARDSHIP 40.00
Officer
$5,233 $0 $5,233
RACHEL MASON DIRECTOR OF STEWARDSHIP & ENGAGEMENT 1.00
Officer
$5,500 $2,557 $8,057
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 No data No data No data No data
2024 No data No data No data No data
2023 $893,446 $1,075,509 $5,692,040 $-182,063
2022 $583,650 $868,936 $4,382,134 $-285,286
2021 $556,998 $899,460 $5,395,121 $-342,462
2020 $563,234 $677,731 $4,880,367 $-114,497
2019 $815,619 $834,949 $5,118,087 $-19,330
2018 $913,795 $777,725 $5,111,127 $136,070
Explore More Nonprofits
Top 100 Nonprofits in Georgia Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare CHI PHI EDUCATIONAL TRUST with other nonprofits in Georgia and across the country.