Nonprofit · EIN 58-6035103
CHI PHI EDUCATIONAL TRUST
Tax-exempt · ROSWELL, GA 30075
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,484,895 | $1,158,890 | $326,005 | $6,865,362 | $102,273 | $6,763,089 |
| June 30, 2024 | 990 | $1,361,156 | $1,164,874 | $196,282 | $6,260,389 | $193,810 | $6,066,579 |
| June 30, 2023 | 990 | $893,446 | $1,075,509 | -$182,063 | $5,692,040 | $84,532 | $5,607,508 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,258,364
- Program service revenue
- $0
- Investment income
- $227,592
- Net gain from sales of assets
- $92,023
- Net income from fundraising events
- -$37,263
- Other revenue
- -$1,061
Expenses
- Grants and similar amounts paid
- $392,139
- Compensation of officers, directors and key employees
- $124,040
- Other salaries and wages
- $170,114
- Salaries, compensation and benefits (total)
- $333,854
- Professional fundraising fees
- $15,773
- Accounting fees
- $51,000
- Travel
- $70,547
- Depreciation
- $12,674
- Program services (functional)
- $697,056
- Management and general (functional)
- $248,728
- Fundraising (functional)
- $213,106
Balance sheet and other
- Total assets, start of year
- $6,260,389
- Total assets, end of year
- $6,865,362
- Total liabilities, end of year
- $102,273
- Net assets, end of year
- $6,763,089
- Land, buildings and equipment
- $400
- Publicly traded securities
- $5,376,033
- Net assets without donor restrictions
- -$383,260
- Net assets with donor restrictions
- $7,146,349
- Gross receipts
- $5,622,081
- Employees
- 5
- Volunteers
- 48
- Year formed
- 1930
- State of legal domicile
- GA
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LAURA LANDRY | EXECUTIVE DIRECTOR Officer | 40 | $106,630 | $6,300 |
| RICARDO G PEREZ | CHAIRMAN Trustee or director, Officer | 10 | $0 | $0 |
| JOHN E HUTZLER | VICE-CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 |
| ERIC B PITTMAN | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| MARIO LOUIS LENTO | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| DAVID L SKELTON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DANIEL WHERRY AHEARN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HAYES MICHAEL DEVER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER JAMES SHULER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KIRK MICHAEL THOMAS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ERIC B PITTMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROBERT A RAMIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| THOMAS CODY LEMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FRANCIS J NOLAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LAURA LANDRY | EXECUTIVE DIRECTOR Officer | 40 | $94,930 | $5,732 |
| ROBERT A RAMIN | CHAIRMAN Trustee or director, Officer | 10 | $0 | $0 |
| RICARDO G PEREZ | VICE-CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 |
| MARIO LOUIS LENTO | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| JOHN E HUTZLER | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| JONATHAN C STERLING | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID L SKELTON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAN WHERRY AHEARN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HAYES MICHAEL DEVER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRIS JAMES SHULER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FRANCIS J NOLAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KIRK M THOMAS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ERIC B PITTMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LAURA LANDRY | EXECUTIVE DIRECTOR TRUST Officer | 40 | $88,100 | $4,800 |
| RACHEL MASON | DIRECTOR OF STEWARDSHIP & ENGAGEMENT Officer | 1 | $5,500 | $2,557 |
| ERIN ANDERSEN | DIRECTOR OF MARKETING & PROGRAMS Officer | 40 | $6,504 | $0 |
| MACKENZIE TURNER | DIRECTOR OF STEWARDSHIP Officer | 40 | $5,233 | $0 |
| ROBERT A RAMIN | CHAIRMAN Trustee or director, Officer | 10 | $0 | $0 |
| RICARDO G PEREZ | VICE-CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 |
| MARIO LOUIS LENTO | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| JOHN E HUTZLER | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| JONATHAN C STERLING | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID L SKELTON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAN WHERRY AHEARN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HAYES MICHAEL DEVER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRIS JAMES SHULER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FRANCIS J NOLAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 885 WOODSTOCK RD STE 430, ROSWELL, GA 30075-2211
- Principal officer (990 for 2024)
- LAURA LANDRY, 885 WOODSTOCK RD SUITE 430 PMB 389, ROSWELL, GA 30075
- Signed the 990
- LAURA LANDRY, EXECUTIVE DIRECTOR
- Phone
- (404) 231-1824
- Website
- WWW.CHIPHI.ORG
- Return prepared by
- BLUE & CO LLC
Mission
TO BUILD BETTER MEN AND CHANGE LIVES BY PROMOTING SCHOLARSHIP, DEVELOPING CHARACTER, IMPROVING EDUCATIONAL FACILITIES AND SUPPORTING CHARITABLE CAUSES.
Program accomplishments
- MAINTAINS FUNDS THAT ARE RESTRICTED TO SUPPORT INDIVIDUALS FROM A PARTICULAR CHI PHI CHAPTER OR WHO MEET DONOR-DESIGNATED CRITERIA. THESE FUNDS PROVIDED 80 SCHOLARSHIPS TO SUPPORT HIGHER EDUCATION IN NORTH AMERICA. IN ADDITION, THESE FUNDS PROVIDED OVER 3,000 SQUARE FEET IN EDUCATIONAL HOUSING SPACE AND PROVIDED EDUCATIONAL PROGRAMMING FOR UNDERGRADUATE STUDENTS.Expenses $433,463 · grants $128,546
- HELP BUILD BETTER MEN AND POSITION STUDENTS FOR SUCCESS BY PROVIDING 39 ACADEMIC SCHOLARSHIPS. THESE SCHOLARSHIPS ARE AVAILABLE TO OVER 2,500 STUDENTS. THE TRUST ALSO PROVIDED EMERGENCY GRANTS TO 2 INDIVIDUALS BASED ON NEED.Expenses $71,210 · grants $71,210
- HELP BUILD BETTER MEN AND CHANGE LIVES BY SUPPORTING EDUCATIONAL PROGRAMS AND LEADERSHIP TRAINING TO UNDERGRADUATE STUDENTS AND CHAPTERS. AWARDED EDUCATIONAL GRANTS TO TRAIN 33 CHAPTER PRESIDENTS AND 26 NEW MEMBER EDUCATORS AT THE CHI PHI ALPHAS AND THETAS ACADEMY. AWARDED STAFF EDUCATIONAL GRANTS FOR TRAINING AND DEVELOPING OVER 500 CHAPTER OFFICERS IN OVER 50 IN-PERSON TRAINING VISITS.Expenses $192,383 · grants $192,383
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 58-6035103
- 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)
- Public charity, 50% deduction limit
- Exempt since
- 1980
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $6,865,362
- Income (IRS master file)
- $5,622,081
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,484,895 | $1,158,890 | $6,865,362 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $1,361,156 | $1,164,874 | $6,260,389 | IRS |
| 990 | June 2023 | $893,446 | $1,075,509 | $5,692,040 | XML |
| 990 | June 2022 | $583,650 | $868,936 | $4,382,134 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
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 58-6035103).
Questions about CHI PHI EDUCATIONAL TRUST
- What is the EIN of CHI PHI EDUCATIONAL TRUST?
- The employer identification number (EIN) of CHI PHI EDUCATIONAL TRUST is 58-6035103.
- Is CHI PHI EDUCATIONAL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to CHI PHI EDUCATIONAL TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHI PHI EDUCATIONAL TRUST 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 CHI PHI EDUCATIONAL TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHI PHI EDUCATIONAL TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CHI PHI EDUCATIONAL TRUST?
- The 990 for the year ended June 30, 2025 names LAURA LANDRY.
- Who are the officers and directors of CHI PHI EDUCATIONAL TRUST?
- The 990 for the year ended June 30, 2025 lists 14 people; 1 received compensation from the organization, the highest $106,630 (LAURA LANDRY, EXECUTIVE DIRECTOR).
- How much revenue does CHI PHI EDUCATIONAL TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,484,895, expenses of $1,158,890 and total assets of $6,865,362 at year end.
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