Civic Intelligence

Beta XI Inc

990 • Fiscal year 2019 • EIN 13-3053271

Jun 01, 2018 to May 31, 2019 • Filed on Jul 24, 2019

Organization ProfileN/A
PO Box 6688Moraga, CA 94570

(925) 217-7772

Siviq Scores

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

Liabilities / Assets

60th percentile

0.28x

Higher debt load relative to assets than 60% of similar nonprofits.

2019 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

2.03x

Higher debt load relative to revenue than 60% of similar nonprofits.

2019 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2019

Net Margin

59th percentile

23%

Higher net margin than 59% of similar nonprofits.

2019 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2019 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2019

Asset Growth

61st percentile

0.6%

Faster asset growth than 61% of similar nonprofits.

2019 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

22nd percentile

-9.5%

Faster revenue growth than 22% of similar nonprofits.

2019 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$1,913,129

Up $12,208 (+0.6%) from 2018

Net Assets

Up

$1,383,763

Up $60,121 (+4.5%) from 2018

Liabilities

Down

$529,366

Down $47,913 (-8.3%) from 2018

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin59th percentile

Revenue

Down

$260,936

Down $27,453 (-9.5%) from 2018

Expenses

Down

$200,815

Down $6,440 (-3.1%) from 2018

Net Income

Down

$60,121

Down $21,013 (-26%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,682,248Liabilities 2012: $759,411Net Assets 2012: $922,8372012Assets 2013: $1,712,246Liabilities 2013: $739,862Net Assets 2013: $972,3842013Assets 2014: $1,757,643Liabilities 2014: $731,075Net Assets 2014: $1,026,5682014Assets 2015: $1,793,741Liabilities 2015: $698,619Net Assets 2015: $1,095,1222015Assets 2016: $1,844,197Liabilities 2016: $659,904Net Assets 2016: $1,184,2932016Assets 2017: $1,849,697Liabilities 2017: $607,189Net Assets 2017: $1,242,5082017Assets 2018: $1,900,921Liabilities 2018: $577,279Net Assets 2018: $1,323,6422018Assets 2019: $1,913,129Liabilities 2019: $529,366Net Assets 2019: $1,383,7632019Assets 2020: $1,898,558Liabilities 2020: $468,582Net Assets 2020: $1,429,9762020Assets 2021: $1,796,039Liabilities 2021: $403,954Net Assets 2021: $1,392,0852021Assets 2022: $1,783,174Liabilities 2022: $365,469Net Assets 2022: $1,417,7052022Assets 2023: $1,793,600Liabilities 2023: $312,721Net Assets 2023: $1,480,8792023Assets 2024: $1,774,715Liabilities 2024: $256,934Net Assets 2024: $1,517,7812024

Highlighted filing

2019

Assets$1,913,129
Liabilities$529,366
Net Assets$1,383,763
Open 2019 Filing

Operations Trend

Revenue Growth22nd percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $53,721Expenses 2012: $0Net Income 2012: $53,7212012Revenue 2013: $18,777Expenses 2013: $0Net Income 2013: $18,7772013Revenue 2014: $67,471Expenses 2014: $0Net Income 2014: $67,4712014Revenue 2015: $251,432Expenses 2015: $182,878Net Income 2015: $68,5542015Revenue 2016: $252,587Expenses 2016: $163,416Net Income 2016: $89,1712016Revenue 2017: $252,347Expenses 2017: $194,132Net Income 2017: $58,2152017Revenue 2018: $288,389Expenses 2018: $207,255Net Income 2018: $81,1342018Revenue 2019: $260,936Expenses 2019: $200,815Net Income 2019: $60,1212019Revenue 2020: $258,320Expenses 2020: $212,107Net Income 2020: $46,2132020Revenue 2021: $187,773Expenses 2021: $225,664Net Income 2021: -$37,8912021Revenue 2022: $257,084Expenses 2022: $229,457Net Income 2022: $27,6272022Revenue 2023: $290,865Expenses 2023: $227,691Net Income 2023: $63,1742023Revenue 2024: $297,610Expenses 2024: $260,708Net Income 2024: $36,9022024

Highlighted filing

2019

Revenue$260,936
Expenses$200,815
Net Income$60,121
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Jul 24, 2019
Return Version
2018v3.1
Gross Receipts
$260,936
Mission and Program Overview

Mission

To oversee the operations of a college boarding house & provide guidance as needed

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,568,566$1,549,045▼ $19,521
Rtn Earn Endowment Incm Other Fnds$1,323,642$1,383,763▲ $60,121
Cash and Non-Interest-Bearing Accounts$308,512$341,998▲ $33,486
Intangible Assets$23,843$22,086▼ $1,757
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,900,921$1,913,129▲ $12,208
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$530,713$489,127▼ $41,586
Other Liabilities$46,566$40,239▼ $6,327
Total Liabilities$577,279$529,366▼ $47,913
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,323,642$1,383,763▲ $60,121
Total Liabilities and Net Assets / Fund Balance$1,900,921$1,913,129▲ $12,208

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,075,000-$1,075,000
Leasehold Improvements$474,045$62,850$536,895
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Ronald H KahnPresident
Aaron LoweVice President
Curtis TongueVice President
Jay CahanVice President
Taz PatelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$260,926
Investment Income
$10
Other Revenue
$0
Change in Net Assets
$60,121
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$200,815
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$29,301--$29,301
Depreciation Depletion---$21,278
Insurance$19,998--$19,998
Interest$18,451--$18,451
Other Expenses$14,944--$14,944
All Other Expenses$11,022$211-$11,233
Fees for Services Other$4,500--$4,500
Fees for Services Accounting$1,250--$1,250
Total Functional Expenses$179,326$211$0$200,815
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposits$40,239
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Beta Xi Inc
EIN
13-3053271
Phone
9252177772
Address
PO BOX 6688, Moraga, CA 94570

Signing Officer

Name
Ronald H Kahn
Title
President
Signed
2019-07-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ronald H Kahn
Voting Board Members
5
Independent Board Members
0
Employees
0

Preparer

Firm
Goldberg Gluck & Brusilovsky Llp
Address
950 TOWER LN STE 110, FOSTER CITY, CA 94404
Preparer
Samuel H Gluck CPA
Phone
6508379800
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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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IRS990/TotalAssetsGrp/BOYAmt01900921
IRS990/TotalAssetsGrp/EOYAmt01913129
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0211
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0179326
IRS990/TotalFunctionalExpensesGrp/TotalAmt0200815
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0577279
IRS990/TotalLiabilitiesEOYAmt0529366
IRS990/TotalLiabilitiesGrp/BOYAmt0577279
IRS990/TotalLiabilitiesGrp/EOYAmt0529366
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01323642
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01383763
IRS990/TotalProgramServiceRevenueAmt0260926
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0260936
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0260936
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01900921
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01913129
IRS990/TravelGrp/TotalAmt00
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0PO BOX 6688
IRS990/USAddress/CityNm0Moraga
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0945706688
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD H KAHN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BETA XI INC
ReturnHeader/Filer/BusinessNameControlTxt0BETA
ReturnHeader/Filer/EIN0133053271
ReturnHeader/Filer/PhoneNum09252177772
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6688
ReturnHeader/Filer/USAddress/CityNm0Moraga
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094570
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461656215
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOLDBERG GLUCK & BRUSILOVSKY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0950 TOWER LN STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FOSTER CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094404
ReturnHeader/PreparerPersonGrp/PhoneNum06508379800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMUEL H GLUCK CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-07-24T14:59:33-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-06-01
ReturnHeader/TaxPeriodEndDt02019-05-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,913,129
Liabilities
$529,366
Net assets
$1,383,763
Revenue
$260,936
Expenses
$200,815
Net income
$60,121
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.77$0.26$1.52$0.30$0.26$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.79$0.31$1.48$0.29$0.23$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.37$1.42$0.26$0.23$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.40$1.39$0.19$0.23$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.47$1.43$0.26$0.21$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.91$0.53$1.38$0.26$0.20$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.90$0.58$1.32$0.29$0.21$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.61$1.24$0.25$0.19$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.84$0.66$1.18$0.25$0.16$0.09
2015Summary only. Only limited summary data is available for this year.$1.79$0.70$1.10$0.25$0.18$0.07
2014Summary only. Only limited summary data is available for this year.$1.76$0.73$1.03$0.07$0.00$0.07
2013Summary only. Only limited summary data is available for this year.$1.71$0.74$0.97$0.02$0.00$0.02
2012Summary only. Only limited summary data is available for this year.$1.68$0.76$0.92$0.05$0.00$0.05
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)2 • $1M-$5M nonprofits