Civic Intelligence

Beta XI Inc

990 • Fiscal year 2024 • EIN 13-3053271

Jun 01, 2023 to May 31, 2024 • Filed on Aug 14, 2024

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

56th percentile

0.14x

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

2024 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.86x

Higher debt load relative to revenue than 54% of similar nonprofits.

2024 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2024

Net Margin

50th percentile

12%

Higher net margin than 50% of similar nonprofits.

2024 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2024 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2024

Asset Growth

46th percentile

-1.1%

Faster asset growth than 46% of similar nonprofits.

2024 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

47th percentile

2.3%

Faster revenue growth than 47% of similar nonprofits.

2024 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$1,774,715

Down $18,885 (-1.1%) from 2023

Net Assets

Up

$1,517,781

Up $36,902 (+2.5%) from 2023

Liabilities

Down

$256,934

Down $55,787 (-18%) from 2023

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin50th percentile

Revenue

Up

$297,610

Up $6,745 (+2.3%) from 2023

Expenses

Up

$260,708

Up $33,017 (+15%) from 2023

Net Income

Down

$36,902

Down $26,272 (-42%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2024

Assets$1,774,715
Liabilities$256,934
Net Assets$1,517,781
Open 2024 Filing

Operations Trend

Revenue Growth47th 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

2024

Revenue$297,610
Expenses$260,708
Net Income$36,902
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Aug 14, 2024
Return Version
2023v5.1
Gross Receipts
$297,610
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,480,879$1,517,781▲ $36,902
Land, Buildings, and Equipment, Net$1,470,961$1,451,439▼ $19,522
Cash and Non-Interest-Bearing Accounts$307,581$309,975▲ $2,394
Intangible Assets$15,058$13,301▼ $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$1,793,600$1,774,715▼ $18,885
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$278,273$222,749▼ $55,524
Other Liabilities$34,448$34,185▼ $263
Total Liabilities$312,721$256,934▼ $55,787
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,480,879$1,517,781▲ $36,902
Total Liabilities and Net Assets / Fund Balance$1,793,600$1,774,715▼ $18,885

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,075,000-$1,075,000
Leasehold Improvements$376,439$160,456$536,895
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Whitney SkalaPresident
Aaron LoweDirector
Andrew HughesDirector
Jim SchneiderDirector
MIKE McCARTHYDirector
Peter WeissDirector
Tom MulvihillDirector
Lane RingleeSecretary
Jay CahanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$297,579
Investment Income
$31
Other Revenue
$0
Change in Net Assets
$36,902
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$260,708
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$36,835--$36,835
All Other Expenses$34,098--$34,098
Fees for Services Management$21,663--$21,663
Depreciation Depletion---$21,279
Other Expenses$21,251--$21,251
Interest$15,428--$15,428
Fees for Services Other$5,576--$5,576
Fees for Services Accounting-$1,275-$1,275
Total Functional Expenses$238,154$1,275$0$260,708
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$34,185
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, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“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
Whitney Skala
Title
President
Signed
2024-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Whitney Skala
Voting Board Members
9
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

Form 990, Part IX, Line 24E

“ADVISORY FEE: Column (A) - Total = $20047; Column (B) - Program Services = $20047; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“ALARM: Column (A) - Total = $1219; Column (B) - Program Services = $1219; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“BANK CHARGE: Column (A) - Total = $291; Column (B) - Program Services = $291; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“FIRE COMPLIANCE: Column (A) - Total = $2532; Column (B) - Program Services = $2532; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“GRADUATE RELATIONS: Column (A) - Total = $8164; Column (B) - Program Services = $8164; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“LANDSCAPE: Column (A) - Total = $1820; Column (B) - Program Services = $1820; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“SECURITY: Column (A) - Total = $25; Column (B) - Program Services = $25; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Raw XML Appendix372 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/PrincipalOfficerNm0WHITNEY SKALA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0RENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0297579
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0297579
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt027
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0227691
IRS990/PYProgramServiceRevenueAmt0290838
IRS990/PYRevenuesLessExpensesAmt063174
IRS990/PYTotalExpensesAmt0227691
IRS990/PYTotalRevenueAmt0290865
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt036902
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0297579
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01480879
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01517781
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01075000
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01075000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0376439
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0160456
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0536895
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt034185
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01451439
IRS990ScheduleD/TotalLiabilityAmt034185
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADVISORY FEE: Column (A) - Total = $20047; Column (B) - Program Services = $20047; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALARM: Column (A) - Total = $1219; Column (B) - Program Services = $1219; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGE: Column (A) - Total = $291; Column (B) - Program Services = $291; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FIRE COMPLIANCE: Column (A) - Total = $2532; Column (B) - Program Services = $2532; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GRADUATE RELATIONS: Column (A) - Total = $8164; Column (B) - Program Services = $8164; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LANDSCAPE: Column (A) - Total = $1820; Column (B) - Program Services = $1820; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SECURITY: Column (A) - Total = $25; Column (B) - Program Services = $25; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01793600
IRS990/TotalAssetsEOYAmt01774715
IRS990/TotalAssetsGrp/BOYAmt01793600
IRS990/TotalAssetsGrp/EOYAmt01774715
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01275
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0238154
IRS990/TotalFunctionalExpensesGrp/TotalAmt0260708
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0312721
IRS990/TotalLiabilitiesEOYAmt0256934
IRS990/TotalLiabilitiesGrp/BOYAmt0312721
IRS990/TotalLiabilitiesGrp/EOYAmt0256934
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01480879
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01517781
IRS990/TotalProgramServiceExpensesAmt0259433
IRS990/TotalProgramServiceRevenueAmt0297579
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0297610
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0297610
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01793600
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01774715
IRS990/TravelGrp/TotalAmt00
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0PO BOX 6688
IRS990/USAddress/CityNm0Moraga
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0945706688
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WHITNEY SKALA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-14
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02024-08-14T09:53:51-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,774,715
Liabilities
$256,934
Net assets
$1,517,781
Revenue
$297,610
Expenses
$260,708
Net income
$36,902
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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)2 • $1M-$5M nonprofits