Civic Intelligence

Beta Upsilon Chi Inc - Operational

990 • Fiscal year 2018 • EIN 02-0634996

Aug 01, 2017 to Jul 31, 2018 • Filed on Jan 15, 2019

12650 N Beach Street Suite 114 305Ft Worth, TX 76244

(817) 431-6117

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2018

Net Margin

49th percentile

3.1%

Higher net margin than 49% of similar nonprofits.

2018 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

88th percentile

$104,339

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2018 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2018

Asset Growth

92nd percentile

25%

Faster asset growth than 92% of similar nonprofits.

2018 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

93rd percentile

31%

Faster revenue growth than 93% of similar nonprofits.

2018 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$345,388

Up $68,480 (+25%) from 2017

Net Assets

Up

$345,388

Up $68,480 (+25%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$2,216,983

Up $528,468 (+31%) from 2017

Expenses

Up

$2,148,503

Up $449,564 (+26%) from 2017

Net Income

Up

$68,480

Up $78,904 (+757%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $105,147Liabilities 2010: $0Net Assets 2010: $105,1472010Assets 2011: $101,128Liabilities 2011: $0Net Assets 2011: $101,1282011Assets 2012: $119,490Liabilities 2012: $0Net Assets 2012: $119,4902012Assets 2013: $180,082Liabilities 2013: $0Net Assets 2013: $180,0822013Assets 2014: $212,675Liabilities 2014: $0Net Assets 2014: $212,6752014Assets 2015: $227,211Liabilities 2015: $0Net Assets 2015: $227,2112015Assets 2016: $287,332Liabilities 2016: $0Net Assets 2016: $287,3322016Assets 2017: $276,908Liabilities 2017: $0Net Assets 2017: $276,9082017Assets 2018: $345,388Liabilities 2018: $0Net Assets 2018: $345,3882018Assets 2019: $353,321Liabilities 2019: $0Net Assets 2019: $353,3212019Assets 2020: $590,714Liabilities 2020: $0Net Assets 2020: $590,7142020Assets 2021: $146,861Liabilities 2021: $0Net Assets 2021: $146,8612021Assets 2022: $707,991Liabilities 2022: $12,689Net Assets 2022: $695,3022022Assets 2023: $1,582,685Liabilities 2023: $253,871Net Assets 2023: $1,328,8142023Assets 2024: $1,069,602Liabilities 2024: $332,298Net Assets 2024: $737,3042024

Highlighted filing

2018

Assets$345,388
Liabilities$0
Net Assets$345,388

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $814,741Expenses 2010: $801,156Net Income 2010: $13,5852010Expenses 2011: $955,7082011Expenses 2012: $1,116,5752012Revenue 2013: $1,447,887Expenses 2013: $1,387,295Net Income 2013: $60,5922013Revenue 2014: $1,722,991Expenses 2014: $1,690,398Net Income 2014: $32,5932014Revenue 2015: $1,866,967Expenses 2015: $1,852,431Net Income 2015: $14,5362015Revenue 2016: $1,078,755Expenses 2016: $1,018,634Net Income 2016: $60,1212016Revenue 2017: $1,688,515Expenses 2017: $1,698,939Net Income 2017: -$10,4242017Revenue 2018: $2,216,983Expenses 2018: $2,148,503Net Income 2018: $68,4802018Revenue 2019: $2,331,954Expenses 2019: $2,325,752Net Income 2019: $6,2022019Revenue 2020: $2,435,684Expenses 2020: $2,198,291Net Income 2020: $237,3932020Revenue 2021: $1,532,608Expenses 2021: $1,976,461Net Income 2021: -$443,8532021Revenue 2022: $4,700,153Expenses 2022: $4,221,434Net Income 2022: $478,7192022Revenue 2023: $5,438,728Expenses 2023: $5,319,279Net Income 2023: $119,4492023Revenue 2024: $4,833,243Expenses 2024: $5,396,605Net Income 2024: -$563,3622024

Highlighted filing

2018

Revenue$2,216,983
Expenses$2,148,503
Net Income$68,480
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Jan 15, 2019
Return Version
2017v2.3
Gross Receipts
$2,245,776
Mission and Program Overview

Mission

Beta upsilon chi exists to establish brotherhood and unity among college men based on the common bond of jesus christ.

To establish brotherhood and unity among college men based on the common bond of jesus christ.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$276,908$345,388▲ $68,480
Cash and Non-Interest-Bearing Accounts$165,626$210,877▲ $45,251
Savings and Temporary Cash Investments$86,041$99,196▲ $13,155
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$276,908$345,388▲ $68,480
Other Assets Total$25,241$35,315▲ $10,074
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$276,908$345,388▲ $68,480
Total Liabilities and Net Assets / Fund Balance$276,908$345,388▲ $68,480

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$35,315--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Jason HoytPresident of FoundationPT$104,339$104,339
-President of FraternityPT$101,750$101,750

Board Members and Trustees

NameTitle
-Board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$2,132,753
Program Service Revenue
$54,755
Investment Income
$345
Other Revenue
$29,130
All Other Contributions
$209,441
Change in Net Assets
$68,480
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,028,757
Grants and Similar Amounts Paid$119,746
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$1,074,665$708,311-$708,311
Office Expenses-$229,720-$229,720
Grants to Domestic Orgs$119,746--$119,746
Occupancy-$16,061-$16,061
Total Functional Expenses$1,194,411$954,092$0$2,148,503
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$36,504
Fundraising Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Event$36,295$36,295-$36,295
Total Events$36,295$36,295-$36,295
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The board of directors review the return before it is signed and filed.

Form 990, Part VI, Section B, Line 15A

The executive directors's salary is determined by the board of directors. The board of directors compares the executive director's salary with market forces for similar positions.

Form 990, Part VI, Section C, Line 19

Upon written request by the public, the board of directors could approve the release of requested governing documents.

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

Wendel weaver - 2516 mountain road, bartlesville, ok 74003. Chuck james - 3176 w 111th place, westminster, co 80031. Brett williams - 1201 pine chase drive, houston, tx 77055. David pearson - 7033 wabash circle, dallas, tx 75214. Kyle kight - 2009 cedar ridge dr., keller, tx 76248.

Filing and Contact Details

Filer

Filer Name
Beta Upsilon Chi Inc - Operational
EIN
02-0634996
Phone
8174316117
Address
12650 N BEACH STREET SUITE 114 305, FT WORTH, TX 76244

Signing Officer

Name
Jason Hoyt
Title
President & Chief Operating Officer
Phone
8174316117
Signed
2019-01-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Hoyt
Formed
1985
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
40

Preparer

Firm
Saville Dodgen and Company Pllc
Address
700 NORTH PEARL STREET SUITE 1100, DALLAS, TX 75201
Preparer
Korey D Green CPA
Phone
2149229727
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS REVIEW THE RETURN BEFORE IT IS SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE DIRECTORS'S SALARY IS DETERMINED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS COMPARES THE EXECUTIVE DIRECTOR'S SALARY WITH MARKET FORCES FOR SIMILAR POSITIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON WRITTEN REQUEST BY THE PUBLIC, THE BOARD OF DIRECTORS COULD APPROVE THE RELEASE OF REQUESTED GOVERNING DOCUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WENDEL WEAVER - 2516 MOUNTAIN ROAD, BARTLESVILLE, OK 74003. CHUCK JAMES - 3176 W 111TH PLACE, WESTMINSTER, CO 80031. BRETT WILLIAMS - 1201 PINE CHASE DRIVE, HOUSTON, TX 77055. DAVID PEARSON - 7033 WABASH CIRCLE, DALLAS, TX 75214. KYLE KIGHT - 2009 CEDAR RIDGE DR., KELLER, TX 76248.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1BETA UPSILON CHI INC
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1BETA UPSILON CHI FOUNDATION OPERATIONAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0742911848
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1811841871
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(7)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1TX
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1ALUMNI ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt012650 N BEACH STREET SUITE 114 305
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt15012 MEYERS LANE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0FT WORTH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1FT WORTH
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0708311
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0BETA UPSILON CHI INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0R
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0345388
IRS990/TotalAssetsGrp/BOYAmt0276908
IRS990/TotalAssetsGrp/EOYAmt0345388
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02132753
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0954092
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01194411
IRS990/TotalFunctionalExpensesGrp/TotalAmt02148503
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0345388
IRS990/TotalOtherCompensationAmt01239
IRS990/TotalProgramServiceExpensesAmt01194411
IRS990/TotalProgramServiceRevenueAmt054755
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt029130
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt055100
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02216983
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0276908
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0345388
IRS990/TotReportableCompRltdOrgAmt0234850
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt012650 N BEACH STREET SUITE 114 305
IRS990/USAddress/CityNm0FT WORTH
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd076244
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.BETAUPSILONCHI.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON HOYT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & CHIEF OPERATING OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08174316117
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BETA UPSILON CHI INC - OPERATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0BETA
ReturnHeader/Filer/EIN0020634996
ReturnHeader/Filer/PhoneNum08174316117
ReturnHeader/Filer/USAddress/AddressLine1Txt012650 N BEACH STREET SUITE 114 305
ReturnHeader/Filer/USAddress/CityNm0FT WORTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076244
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId051C6F311A18D28629B4C863A6B98E70FEE4837C5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.60.72.146
ReturnHeader/FilingSecurityInformation/IPDt02019-01-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:20:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0900525804
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAVILLE DODGEN AND COMPANY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0700 NORTH PEARL STREET SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075201
ReturnHeader/PreparerPersonGrp/PhoneNum02149229727
ReturnHeader/PreparerPersonGrp/PreparationDt02019-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KOREY D GREEN CPA
ReturnHeader/ReturnTs02019-01-16T10:25:11-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.07$0.33$0.74$4.83$5.40$0.56
2023Detailed filing. Detailed filing data is available for this year.$1.58$0.25$1.33$5.44$5.32$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.71$0.01$0.70$4.70$4.22$0.48
2021Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$1.53$1.98$0.44
2020Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$2.44$2.20$0.24
2019Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$2.33$2.33$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$2.22$2.15$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$1.69$1.70$0.01
2016Summary only. Only limited summary data is available for this year.$0.29$0.00$0.29$1.08$1.02$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$1.87$1.85$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$1.72$1.69$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$1.45$1.39$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.00$0.12$1.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.00$0.10$0.96
2010Summary only. Only limited summary data is available for this year.$0.11$0.00$0.11$0.81$0.80$0.01