Civic Intelligence

Beta Rho Alumni Association Agr

990EZ • Fiscal year 2022 • EIN 04-3670984

Jun 01, 2021 to May 31, 2022 • Filed on Jun 29, 2023

Organization Profile
PO Box 83West Bend, IA 50597

(319) 830-6591

Siviq Scores

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

Liabilities / Assets

75th percentile

0.09x

Higher debt load relative to assets than 75% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

90th percentile

0.56x

Higher debt load relative to revenue than 90% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Net Margin

12th percentile

-24%

Higher net margin than 12% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Asset Growth

37th percentile

-3.7%

Faster asset growth than 37% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

20th percentile

-9.3%

Faster revenue growth than 20% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$397,703

Down $15,097 (-3.7%) from 2021

Net Assets

$363,161

No earlier filing loaded for comparison.

Liabilities

Down

$34,542

Down $29,333 (-46%) from 2021

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin12th percentile

Revenue

Down

$61,665

Down $6,293 (-9.3%) from 2021

Expenses

Up

$76,736

Up $10,069 (+15%) from 2021

Net Income

Down

-$15,071

Down $16,362 (-1267%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$600K$400K$200K$0Assets 2012: $447,603Liabilities 2012: $255,9242012Assets 2013: $450,404Liabilities 2013: $238,2672013Assets 2014: $464,953Liabilities 2014: $219,2412014Assets 2016: $468,108Liabilities 2016: $180,4382016Assets 2017: $459,475Liabilities 2017: $156,9222017Assets 2018: $447,323Liabilities 2018: $129,3812018Assets 2019: $428,151Liabilities 2019: $99,5172019Assets 2020: $406,321Liabilities 2020: $67,8552020Assets 2021: $412,800Liabilities 2021: $63,8752021Assets 2022: $397,703Liabilities 2022: $34,542Net Assets 2022: $363,1612022Assets 2023: $391,609Liabilities 2023: $21,500Net Assets 2023: $370,1092023Assets 2024: $403,590Liabilities 2024: $18,500Net Assets 2024: $385,0902024Assets 2025: $398,453Liabilities 2025: $17,507Net Assets 2025: $380,9462025

Highlighted filing

2022

Assets$397,703
Liabilities$34,542
Net Assets$363,161
Open 2022 Filing

Operations Trend

Revenue Growth20th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $104,360Expenses 2012: $63,824Net Income 2012: $40,5362012Revenue 2013: $94,175Expenses 2013: $73,717Net Income 2013: $20,4582013Revenue 2014: $95,810Expenses 2014: $78,962Net Income 2014: $16,8482014Revenue 2016: $84,803Expenses 2016: $49,587Net Income 2016: $35,2162016Revenue 2017: $87,176Expenses 2017: $72,292Net Income 2017: $14,8842017Revenue 2018: $69,100Expenses 2018: $53,712Net Income 2018: $15,3882018Revenue 2019: $59,493Expenses 2019: $48,801Net Income 2019: $10,6922019Revenue 2020: $58,817Expenses 2020: $48,985Net Income 2020: $9,8322020Revenue 2021: $67,958Expenses 2021: $66,667Net Income 2021: $1,2912021Revenue 2022: $61,665Expenses 2022: $76,736Net Income 2022: -$15,0712022Revenue 2023: $38,806Expenses 2023: $50,600Net Income 2023: -$11,7942023Revenue 2024: $63,422Expenses 2024: $50,413Net Income 2024: $13,0092024Revenue 2025: $50,086Expenses 2025: $48,063Net Income 2025: $2,0232025

Highlighted filing

2022

Revenue$61,665
Expenses$76,736
Net Income-$15,071
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Jun 29, 2023
Return Version
2021v4.2
Gross Receipts
$61,665
Mission and Program Overview

Mission

educational

Program Services

DescriptionGrantsExpenses
assist the undergraduate chapter--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chis NewtonTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Beta Rho Alumni Association AGR
EIN
04-3670984
Address
PO Box 83, West Bend, IA 50597

Signing Officer

Name
Chis Newton
Title
Treasurer
Phone
3198306591
Signed
2023-06-29
Discuss with paid preparer
No

Preparer

Firm
Handley Law Office
Address
217 E 18th Street, Falls City, NE 68355
Preparer
Dylan L Handley
Phone
4022453088
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountRental Income from Undergraduate Ch 44,650”

Description of other expenses Part I line 16

“Description AmountUtilities 23,893Repairs/Maintenance 978Taxes 2,913Insurance 12,583Misc 117Debt Service 36,252”

Other changes in net assets or fund balances Part I line 20

“Description AmountPay down on Real Estate Note (Princ 29,307”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearReal Estate Debt 63,875 34,542”

Raw XML Appendix103 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Chis Newton
IRS990EZ/BooksInCareOfDetail/PhoneNum03198306591
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 83
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0West Bend
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050597
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037800
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022703
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-15071
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0412800
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0397703
IRS990EZ/GrossReceiptsAmt061665
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt015
IRS990EZ/LandAndBuildingsGrp/BOYAmt0375000
IRS990EZ/LandAndBuildingsGrp/EOYAmt0375000
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0348925
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0363161
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0348925
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0363161
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Chis Newton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt029307
IRS990EZ/OtherExpensesTotalAmt076736
IRS990EZ/OtherRevenueTotalAmt044650
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0educational
IRS990EZ/ProgramServiceRevenueAmt014000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0assist the undergraduate chapter
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt063875
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt034542
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt076736
IRS990EZ/TotalRevenueAmt061665
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountRental Income from Undergraduate Ch 44,650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountUtilities 23,893Repairs/Maintenance 978Taxes 2,913Insurance 12,583Misc 117Debt Service 36,252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountPay down on Real Estate Note (Princ 29,307
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearReal Estate Debt 63,875 34,542
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Chis Newton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03198306591
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Beta Rho Alumni Association AGR
ReturnHeader/Filer/BusinessNameControlTxt0BETA
ReturnHeader/Filer/EIN0043670984
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 83
ReturnHeader/Filer/USAddress/CityNm0West Bend
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050597
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Handley Law Office
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0217 E 18th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Falls City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd068355
ReturnHeader/PreparerPersonGrp/PhoneNum04022453088
ReturnHeader/PreparerPersonGrp/PreparationDt02023-06-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dylan L Handley
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-06-29T12:53:11-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Chis
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Newton
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$397,703
Liabilities
$34,542
Net assets
$363,161
Revenue
$61,665
Expenses
$76,736
Net income
-$15,071
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.98$0.18$3.81$0.50$0.48$0.02
2024Detailed filing. Detailed filing data is available for this year.$4.04$0.19$3.85$0.63$0.50$0.13
2023Detailed filing. Detailed filing data is available for this year.$3.92$0.22$3.70$0.39$0.51$0.12
2022Detailed filing. Detailed filing data is available for this year.$3.98$0.35$3.63$0.62$0.77$0.15
2021Summary only. Only limited summary data is available for this year.$4.13$0.64$0.68$0.67$0.01
2020Summary only. Only limited summary data is available for this year.$4.06$0.68$0.59$0.49$0.10
2019Summary only. Only limited summary data is available for this year.$4.28$1.00$0.59$0.49$0.11
2018Summary only. Only limited summary data is available for this year.$4.47$1.29$0.69$0.54$0.15
2017Summary only. Only limited summary data is available for this year.$4.59$1.57$0.87$0.72$0.15
2016Summary only. Only limited summary data is available for this year.$4.68$1.80$0.85$0.50$0.35
2014Summary only. Only limited summary data is available for this year.$4.65$2.19$0.96$0.79$0.17
2013Summary only. Only limited summary data is available for this year.$4.50$2.38$0.94$0.74$0.20
2012Summary only. Only limited summary data is available for this year.$4.48$2.56$1.04$0.64$0.41
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)7 • <$500k nonprofits