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Passes our checks

Chi Phi Educational Trust

EIN 58-6035103 · Roswell, GA

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthFair58 out of 100GovernanceStrong94 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

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

Income
$1.5 million
Spending
$1.2 million
Spent on programs
60%
Reserves
-4 months of spending
Largest source of income
donations and private grants, 85%
Employees
5
Volunteers
48
Highest pay
$112,930, executive director

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Fair: 58 out of 100.

  • Reserves

    0 of 35

    Spendable reserves are negative: it owes or has committed more than it holds.

  • Debt

    20 of 20

    It owes 1% of what it owns.

  • Living within its means

    15 of 15

    Income exceeded spending by 22% of income.

  • Income trend

    15 of 15

    Income rose 9% on the year before.

  • Spending floor

    8 of 15

    60% of spending went to programs and raising each dollar of donations cost 17 cents.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Strong: 94 out of 100.

  • Independent board

    25 of 25

    13 of 13 voting board members are independent.

  • Conflict of interest policy

    15 of 15

    Has a written conflict of interest policy.

  • Whistleblower policy

    8 of 8

    Has a written whistleblower policy.

  • Record keeping policy

    7 of 7

    Has a written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    10 of 10

    Gave the board a copy of this return before filing it.

  • Pay set independently

    5 of 5

    Sets its chief executive's pay through independent review and comparison.

  • Independent check of accounts

    9 of 15

    Its accounts were reviewed or compiled by an independent accountant, but not audited.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (3)
  1. $433,463 spent. 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.
  2. $71,210 spent. 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.
  3. $192,383 spent. 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.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending June 2025.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since August 1980.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.