Civic Intelligence

Beta XI Inc

990 • Fiscal year 2023 • EIN 13-3053271

Jun 01, 2022 to May 31, 2023 • Filed on Feb 19, 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

0.17x

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

2023 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

55th percentile

1.08x

Higher debt load relative to revenue than 55% of similar nonprofits.

2023 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2023

Net Margin

58th percentile

22%

Higher net margin than 58% of similar nonprofits.

2023 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2023

Asset Growth

63rd percentile

0.6%

Faster asset growth than 63% of similar nonprofits.

2023 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

2023 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$1,793,600

Up $10,426 (+0.6%) from 2022

Net Assets

Up

$1,480,879

Up $63,174 (+4.5%) from 2022

Liabilities

Down

$312,721

Down $52,748 (-14%) from 2022

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin58th percentile

Revenue

Up

$290,865

Up $33,781 (+13%) from 2022

Expenses

Down

$227,691

Down $1,766 (-0.8%) from 2022

Net Income

Up

$63,174

Up $35,547 (+129%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2023

Assets$1,793,600
Liabilities$312,721
Net Assets$1,480,879
Open 2023 Filing

Operations Trend

Revenue Growth66th 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

2023

Revenue$290,865
Expenses$227,691
Net Income$63,174
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Feb 19, 2024
Return Version
2022v5.0
Gross Receipts
$290,865
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$1,417,705$1,480,879▲ $63,174
Land, Buildings, and Equipment, Net$1,490,482$1,470,961▼ $19,521
Cash and Non-Interest-Bearing Accounts$275,877$307,581▲ $31,704
Intangible Assets$16,815$15,058▼ $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$1,783,174$1,793,600▲ $10,426
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$331,694$278,273▼ $53,421
Other Liabilities$33,775$34,448▲ $673
Total Liabilities$365,469$312,721▼ $52,748
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,417,705$1,480,879▲ $63,174
Total Liabilities and Net Assets / Fund Balance$1,783,174$1,793,600▲ $10,426

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,075,000-$1,075,000
Leasehold Improvements$395,961$140,934$536,895
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Whitney SkalaPresident
Jim SchneiderDirector
Peter WeissDirector
Taz PatelDirector
Tom MulvihillDirector
Lane RingleeSecretary
Jay CahanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$290,838
Investment Income
$27
Other Revenue
$0
Change in Net Assets
$63,174
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$227,691
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$30,234--$30,234
Fees for Services Management$26,913--$26,913
Depreciation Depletion$21,278--$21,278
Other Expenses$20,907--$20,907
All Other Expenses$18,458--$18,458
Interest$6,616--$6,616
Fees for Services Other$4,658--$4,658
Fees for Services Accounting-$1,275-$1,275
Total Functional Expenses$226,416$1,275$0$227,691
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$34,448
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
2024-02-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Whitney Skala
Voting Board Members
7
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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01783174
IRS990/TotalAssetsEOYAmt01793600
IRS990/TotalAssetsGrp/BOYAmt01783174
IRS990/TotalAssetsGrp/EOYAmt01793600
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01275
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0226416
IRS990/TotalFunctionalExpensesGrp/TotalAmt0227691
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01480879
IRS990/TotalProgramServiceExpensesAmt0226416
IRS990/TotalProgramServiceRevenueAmt0290838
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0290865
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0290865
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01783174
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01793600
IRS990/TravelGrp/TotalAmt00
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IRS990/USAddress/AddressLine1Txt0PO BOX 6688
IRS990/USAddress/CityNm0Moraga
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0945706688
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WHITNEY SKALA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-19
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
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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/ReturnTs02024-02-19T09:30:53-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WHITNEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SKALA
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,793,600
Liabilities
$312,721
Net assets
$1,480,879
Revenue
$290,865
Expenses
$227,691
Net income
$63,174
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