Civic Intelligence

Beta XI Inc

990 • Fiscal year 2022 • EIN 13-3053271

Jun 01, 2021 to May 31, 2022 • Filed on Nov 10, 2022

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

57th percentile

0.20x

Higher debt load relative to assets than 57% of similar nonprofits.

2022 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

1.42x

Higher debt load relative to revenue than 56% of similar nonprofits.

2022 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2022

Net Margin

48th percentile

11%

Higher net margin than 48% of similar nonprofits.

2022 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2022 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2022

Asset Growth

53rd percentile

-0.7%

Faster asset growth than 53% of similar nonprofits.

2022 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

80th percentile

37%

Faster revenue growth than 80% of similar nonprofits.

2022 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$1,783,174

Down $12,865 (-0.7%) from 2021

Net Assets

Up

$1,417,705

Up $25,620 (+1.8%) from 2021

Liabilities

Down

$365,469

Down $38,485 (-9.5%) from 2021

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin48th percentile

Revenue

Up

$257,084

Up $69,311 (+37%) from 2021

Expenses

Up

$229,457

Up $3,793 (+1.7%) from 2021

Net Income

Up

$27,627

Up $65,518 (+173%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2022

Assets$1,783,174
Liabilities$365,469
Net Assets$1,417,705
Open 2022 Filing

Operations Trend

Revenue Growth80th 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

2022

Revenue$257,084
Expenses$229,457
Net Income$27,627
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Nov 10, 2022
Return Version
2021v4.1
Gross Receipts
$257,084
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$1,510,003$1,490,482▼ $19,521
Rtn Earn Endowment Incm Other Fnds$1,392,085$1,417,705▲ $25,620
Cash and Non-Interest-Bearing Accounts$267,464$275,877▲ $8,413
Intangible Assets$18,572$16,815▼ $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$1,796,039$1,783,174▼ $12,865
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$383,047$331,694▼ $51,353
Other Liabilities$20,907$33,775▲ $12,868
Total Liabilities$403,954$365,469▼ $38,485
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,392,085$1,417,705▲ $25,620
Total Liabilities and Net Assets / Fund Balance$1,796,039$1,783,174▼ $12,865

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,075,000-$1,075,000
Leasehold Improvements$415,482$121,413$536,895
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Ronald H KahnPresident
Aaron LoweDirector
Curtis TongueDirector
Jay CahanDirector
Peter WeissDirector
Taz PatelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$257,081
Investment Income
$3
Other Revenue
$0
Change in Net Assets
$27,627
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$229,457
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
Insurance$31,483--$31,483
Fees for Services Management$22,880--$22,880
Depreciation Depletion$21,278--$21,278
Other Expenses$18,383--$18,383
Interest$14,141--$14,141
All Other Expenses$13,513$4-$13,517
Fees for Services Other$1,954--$1,954
Fees for Services Accounting-$1,275-$1,275
Total Functional Expenses$228,178$1,279$0$229,457
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$33,774
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
2022-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ronald H Kahn
Voting Board Members
6
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
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Adjustment for prior year checking account = -$2007”

Raw XML Appendix347 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.

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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01796039
IRS990/TotalAssetsEOYAmt01783174
IRS990/TotalAssetsGrp/BOYAmt01796039
IRS990/TotalAssetsGrp/EOYAmt01783174
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01279
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0228178
IRS990/TotalFunctionalExpensesGrp/TotalAmt0229457
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IRS990/TotalLiabilitiesEOYAmt0365469
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IRS990/TotalLiabilitiesGrp/EOYAmt0365469
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01417705
IRS990/TotalProgramServiceExpensesAmt0228178
IRS990/TotalProgramServiceRevenueAmt0257081
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01783174
IRS990/TravelGrp/TotalAmt00
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IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0945706688
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD H KAHN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BETA XI INC
ReturnHeader/Filer/BusinessNameControlTxt0BETA
ReturnHeader/Filer/EIN0133053271
ReturnHeader/Filer/PhoneNum09252177772
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6688
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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/ReturnTs02022-11-10T09:29:06-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RONALD H
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KAHN
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,783,174
Liabilities
$365,469
Net assets
$1,417,705
Revenue
$257,084
Expenses
$229,457
Net income
$27,627
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
2022Detailed filing. Detailed filing data is available for this year.$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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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