Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 31-6043811

PHI BETA PSI SORORITY

Also known as BOARD OF DIRECTORS

Tax-exempt · MT STERLING, OH 43143

Financials

$494K$481K2022$516K$509K2023$630K$630K2024$766K$774K2025
Revenue Expenses · by fiscal year end
Financials of PHI BETA PSI SORORITY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2026990$766,121$773,818-$7,697$277,601$0$277,601
May 31, 2025990$629,621$629,904-$283$285,298$0$285,298
May 31, 2024990$515,989$509,269$6,720$285,581$0$285,581
May 31, 2023990$493,520$481,290$12,230$278,843$0$278,843
Financial details: 990 for the year ended May 31, 2026

Revenue

Contributions, gifts and grants
$713,677
Membership dues
$33,442
Program service revenue
$0
Investment income
$2,146
Other revenue
$50,298

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$3,275
Travel
$115
Program services (functional)
$773,818

Balance sheet and other

Total assets, start of year
$285,298
Total assets, end of year
$277,601
Total liabilities, end of year
$0
Net assets, end of year
$277,601
Gross receipts
$766,121
Employees
0
Volunteers
0
Year formed
1904
State of legal domicile
OH

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 May 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
LINDA BOGGSNATIONAL PRESIDENT
Trustee or director
15$0
GLORIA DRAGANI1ST VICE PRESIDENT
Trustee or director
10$0
JUDY BUFKIN2ND VICE PRESIDENT
Trustee or director
10$0
MARY ANN PETITNATIONAL SECRETARY
Trustee or director
20$0
PHYLLIS JOAN TRIMPENATIONAL EDITOR
Trustee or director
15$0
LUANA BARKERNATIONAL TREASURER
Trustee or director
15$0
990 for the year ended May 31, 2025: 6 people
NameTitleHours / weekCompensation
JENNY MEFFORDNATIONAL PRESIDENT
Trustee or director
15$0
LADONNA MITCHELL1ST VICE PRESIDENT
Trustee or director
10$0
KELLI LOZADA REESE2ND VICE PRESIDENT
Trustee or director
10$0
ADRIENNE HATTONNATIONAL SECRETARY
Trustee or director
20$0
STEPHANIE SMOTHERMANNATIONAL EDITOR
Trustee or director
15$0
LUANA BARKERNATIONAL TREASURER
Trustee or director
15$0
990 for the year ended May 31, 2024: 6 people
NameTitleHours / weekCompensation
JENNY MEFFORDNATIONAL PRESIDENT
Trustee or director
15$0
LADONNA MITCHELL1ST VICE PRESIDENT
Trustee or director
10$0
KELLI LOZADA REESE2ND VICE PRESIDENT
Trustee or director
10$0
ADRIENNE HATTONNATIONAL SECRETARY
Trustee or director
20$0
STEPHANIE SMOTHERMANNATIONAL EDITOR
Trustee or director
15$0
LUANA BARKERNATIONAL TREASURER
Trustee or director
15$0
990 for the year ended May 31, 2023: 6 people
NameTitleHours / weekCompensation
JENNY MEFFORDNATIONAL PRESIDENT
Trustee or director
15$0
LADONNA MITCHELL1ST VICE PRESIDENT
Trustee or director
10$0
MARCY COLEY2ND VICE PRESIDENT
Trustee or director
10$0
ADRIENNE HATTONNATIONAL SECRETARY
Trustee or director
20$0
JULIA SMITHNATIONAL EDITOR
Trustee or director
15$0
ELLEN WALDONATIONAL TREASURER
Trustee or director
15$0

Address and contacts

Address (IRS master file)
5650 DYER RD, MT STERLING, OH 43143-9421
In care of
% ELLEN WALDO
Mailing address (990-N for 2023)
5899 W Tipton Street, Seymour IN 47274
Principal officer (990 for 2025)
LUANA BARKER, 5650 DYER ROAD, MOUNT STERLING, OH 43143
Principal officer (990-N for 2023)
Janet Cooper, 5899 W Tipton Street, Seymour IN 47274
Signed the 990
LUANA BARKER, TREASURER
Phone
(614) 619-9944
Return prepared by
Ronald Brown CPA

Mission

GRANTS TO CHARITY TRUST FUND FOR CHARITY RESEARCH.

990 for the year ended May 31, 2026

Program accomplishments

  • GRANTS TO CHARITY TRUST FUND FOR CANCER RESEARCH.
    Expenses $773,818 · grants $688,385 · revenue $766,122

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 May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026990 on file
2024May 31, 2025October 15, 2025990 on file
2023May 31, 2024October 15, 2024990-N on file

IRS record

EIN
31-6043811
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)
Group exemption
Exempt since
1953
Accounting year ends
May
Files
Form 990 or 990-EZ
Group exemption
1213 (56 member organizations)
Assets (IRS master file)
$285,298
Income (IRS master file)
$629,621

Filing history

FormYear endedRevenueExpensesAssetsReturn
990May 2026$766,121$773,818$277,601XML
990May 2025$629,621$629,904$285,298XML
990-N for 2023
Officer: Janet Cooper
May 31, 2024≤ $50,000 receipts––e-Postcard
990May 2024$515,989$509,269$285,581XML
990-N for 2022
Officer: Natasha Miller
May 31, 2023≤ $50,000 receipts––e-Postcard
990May 2023$493,520$481,290$278,843XML
990May 2022$442,662$428,990$266,611IRS
990-N for 2017
Officer: Nancy Craig
May 31, 2018≤ $50,000 receipts––e-Postcard

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 31-6043811).

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 31-6043811.
Is PHI BETA PSI SORORITY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1953.
Are donations to PHI BETA PSI SORORITY tax-deductible?
Yes. It is listed in IRS Publication 78 (Group exemption).
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 May 31, 2027) is due October 15, 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 for the year ended May 2026.
Who is the principal officer of PHI BETA PSI SORORITY?
The 990 for the year ended May 31, 2026 names LUANA BARKER.
Who are the officers and directors of PHI BETA PSI SORORITY?
The 990 for the year ended May 31, 2026 lists 6 people; 0 received compensation from the organization.
How much revenue does PHI BETA PSI SORORITY have?
On its 990 for the year ended May 31, 2026 it reported revenue of $766,121, expenses of $773,818 and total assets of $277,601 at year end.

Organizations in its group exemption (56)

Other nonprofits in MT STERLING

All nonprofits in MT STERLING · Ohio