Civic Intelligence

Beta Psi Foundation Inc % the Association Group

990 • Fiscal year 2020 • EIN 20-1217639

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 02, 2021

Organization ProfileWWW.BETAPSI.ORG
10 Glenlake Parkway Ste 130Atlanta, GA 30328

(404) 962-6438

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.01x

Higher debt load relative to revenue than 21% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

80th percentile

28%

Higher net margin than 80% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

62nd percentile

12%

Faster asset growth than 62% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

21st percentile

-23%

Faster revenue growth than 21% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,975,074

Up $212,269 (+12%) from 2019

Net Assets

Up

$1,973,674

Up $214,144 (+12%) from 2019

Liabilities

Down

$1,400

Down $1,875 (-57%) from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin80th percentile

Revenue

Down

$180,908

Down $54,646 (-23%) from 2019

Expenses

Up

$130,399

Up $12,091 (+10%) from 2019

Net Income

Down

$50,509

Down $66,737 (-57%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $882,144Liabilities 2010: $0Net Assets 2010: $882,1442010Assets 2011: $843,197Liabilities 2011: $0Net Assets 2011: $843,1972011Assets 2012: $925,967Liabilities 2012: $0Net Assets 2012: $925,9672012Assets 2013: $1,087,412Liabilities 2013: $1,300Net Assets 2013: $1,086,1122013Assets 2014: $1,262,852Liabilities 2014: $7,646Net Assets 2014: $1,255,2062014Assets 2015: $1,212,436Liabilities 2015: $0Net Assets 2015: $1,212,4362015Assets 2016: $1,312,475Liabilities 2016: $2,000Net Assets 2016: $1,310,4752016Assets 2017: $1,516,720Liabilities 2017: $1,600Net Assets 2017: $1,515,1202017Assets 2018: $1,482,483Liabilities 2018: $2,314Net Assets 2018: $1,480,1692018Assets 2019: $1,762,805Liabilities 2019: $3,275Net Assets 2019: $1,759,5302019Assets 2020: $1,975,074Liabilities 2020: $1,400Net Assets 2020: $1,973,6742020Assets 2021: $2,254,139Liabilities 2021: $13,590Net Assets 2021: $2,240,5492021Assets 2022: $1,959,357Liabilities 2022: $6,625Net Assets 2022: $1,952,7322022Assets 2023: $2,309,355Liabilities 2023: $22,675Net Assets 2023: $2,286,6802023Assets 2024: $2,476,675Liabilities 2024: $16,640Net Assets 2024: $2,460,0352024

Highlighted filing

2020

Assets$1,975,074
Liabilities$1,400
Net Assets$1,973,674
Open 2020 Filing

Operations Trend

Revenue Growth21st percentile

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

$400K$300K$200K$100K$0-$100KExpenses 2010: $19,0882010Revenue 2011: $77,444Expenses 2011: $85,651Net Income 2011: -$8,2072011Revenue 2012: $102,525Expenses 2012: $85,417Net Income 2012: $17,1082012Revenue 2013: $127,525Expenses 2013: $83,969Net Income 2013: $43,5562013Revenue 2014: $245,349Expenses 2014: $90,826Net Income 2014: $154,5232014Revenue 2015: $158,327Expenses 2015: $143,409Net Income 2015: $14,9182015Revenue 2016: $146,968Expenses 2016: $97,385Net Income 2016: $49,5832016Revenue 2017: $171,379Expenses 2017: $106,501Net Income 2017: $64,8782017Revenue 2018: $190,500Expenses 2018: $107,816Net Income 2018: $82,6842018Revenue 2019: $235,554Expenses 2019: $118,308Net Income 2019: $117,2462019Revenue 2020: $180,908Expenses 2020: $130,399Net Income 2020: $50,5092020Revenue 2021: $328,422Expenses 2021: $107,077Net Income 2021: $221,3452021Revenue 2022: $175,170Expenses 2022: $114,977Net Income 2022: $60,1932022Revenue 2023: $225,536Expenses 2023: $115,069Net Income 2023: $110,4672023Revenue 2024: $225,470Expenses 2024: $258,269Net Income 2024: -$32,7992024

Highlighted filing

2020

Revenue$180,908
Expenses$130,399
Net Income$50,509
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 2, 2021
Return Version
2020v4.0
Gross Receipts
$288,462
Mission and Program Overview

Mission

Our mission is to provide scholarship awards to the brothers/pledges of the beta psi chapter of the sigma chi fraternity on the basis of scholastic achievement, leadership achievement, or financial need and to support their development by providing them with scholastic and leadership related training programs and facilities, thereby giving them the best possible foundation for their success.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$1,598,676$1,828,662▲ $229,986
Savings and Temporary Cash Investments$153,538$128,409▼ $25,129
Total Assets$1,762,805$1,975,074▲ $212,269
Other Assets Total$10,591$18,003▲ $7,412
Liabilities
Other Liabilities$3,275$1,400▼ $1,875
Total Liabilities$3,275$1,400▼ $1,875
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,759,530$1,973,674▲ $214,144
Total Net Assets Fund Balance$1,759,530$1,973,674▲ $214,144
Total Liabilities and Net Assets / Fund Balance$1,762,805$1,975,074▲ $212,269

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$51,094--
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Shaw RobPresident
Quintrell BaileyChapter Adiv
Zamora AlexConsultant
Fouts NickDisbursement
James DuncanDisbursement
Odaniel KeithDisbursement
Stewart MatthewDisbursement
Thurman MarkDisbursement
Hussey TomFinance
Lockwood CharlieFinance
Davis GregFoundation R
Heilig TimFoundation R
Madewell AlanFoundation R
Sandusky TaylorFoundation R
Swift BobFoundation R
Vlass BarryFoundation R
Asip JimmyFundraising
Eanes ScottFundraising
Higgins RickFundraising
Kinsey JoeFundraising
Sullivan JimFundraising
Strickler WarrenTreasurer
Rankin RobbyVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$139,445
Program Service Revenue
$0
Investment Income
$41,463
Other Revenue
$0
All Other Contributions
$139,445
Change in Net Assets
$50,509
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$89,199
Grants and Similar Amounts Paid$41,200
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$31,200--$31,200
Fees for Services Other$4,500$22,478-$26,978
Grants to Domestic Orgs$10,000--$10,000
Fees for Service Investment Mgmnt Fees-$9,233-$9,233
Conferences and Meetings$6,389$743-$7,132
Office Expenses-$3,456-$3,456
Fees for Services Accounting-$1,863-$1,863
Other Expenses$1,490--$1,490
All Other Expenses$192--$192
Information Technology-$146-$146
Travel-$27-$27
Total Functional Expenses$92,453$37,946$0$130,399
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sigma Chi FoundationEvanston, IL501(c)Support Programs$10,000
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Glenn a Merritt Raymond JamesFinancial AdvisFinancial ServicesNo$9,233
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$1,400
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 is provided to each individual board member before filing for their review. Board reviews the form 990 at the first board meeting after its preparation.”

Form 990, Page 6, Part VI, Line 12C

“Each trustee is reminded of the conflict of interest policy and asked to report any possible conflict of interest on an annual basis. The board approves all significant contracts. The president, chairman of the finance committee and the treasurer review all disbursements.”

Form 990, Page 6, Part VI, Line 19

“Available at principal office.”

Filing and Contact Details

Filer

Filer Name
Beta Psi Foundation Inc
EIN
20-1217639
Phone
4049626438
Address
10 GLENLAKE PARKWAY STE 130, ATLANTA, GA 30328

Signing Officer

Name
Strickler Warren
Title
Treasurer
Phone
4049626438
Signed
2021-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shaw Rob
Formed
2004
Legal Domicile
Ga
Voting Board Members
21
Independent Board Members
21
Employees
0
Volunteers
23

Preparer

Firm
Sterk & Associates Cpas LLC
Address
5064 ROSWELL RD STE B 201, ATLANTA, GA 30342-2266
Preparer
Jeff T Letner CPA
Phone
4042559363
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Our mission is to provide scholarship awards to the brothers/pledges of the beta psi chapter of the sigma chi fraternity on the basis of scholastic achievement, leadership achievement, or financial need and to support their development by providing them with scholastic and leadership related training programs and facilities, thereby giving them the best possible foundation for their success.”

Form 990, Part IX, Line 11G

“Consulting services 4,500 22,478 0”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAPTER ADIV
IRS990/Form990PartVIISectionAGrp/TitleTxt4CONSULTANT
IRS990/Form990PartVIISectionAGrp/TitleTxt5FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt6FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt7FUNDRAISING
IRS990/Form990PartVIISectionAGrp/TitleTxt8FUNDRAISING
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IRS990/Form990PartVIISectionAGrp/TitleTxt10FUNDRAISING
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DISBURSEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13DISBURSEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14DISBURSEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15DISBURSEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16DISBURSEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt17FOUNDATION R
IRS990/Form990PartVIISectionAGrp/TitleTxt18FOUNDATION R
IRS990/Form990PartVIISectionAGrp/TitleTxt19FOUNDATION R
IRS990/Form990PartVIISectionAGrp/TitleTxt20FOUNDATION R
IRS990/Form990PartVIISectionAGrp/TitleTxt21FOUNDATION R
IRS990/Form990PartVIISectionAGrp/TitleTxt22FOUNDATION R
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IRS990/MissionDesc0OUR MISSION IS TO PROVIDE SCHOLARSHIP AWARDS TO THE BROTHERS/PLEDGES OF THE BETA PSI CHAPTER OF THE SIGMA CHI FRATERNITY ON THE BASIS OF SCHOLASTIC ACHIEVEMENT, LEADERSHIP ACHIEVEMENT, OR FINANCIAL NEED AND TO SUPPORT THEIR DEVELOPMENT BY PROVIDING THEM WITH SCHOLASTIC AND LEADERSHIP RELATED TRAINING PROGRAMS AND FACILITIES, THEREBY GIVING THEM THE BEST POSSIBLE FOUNDATION FOR THEIR SUCCESS.
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IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYExcessBenefitTransInd0false
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IRS990/PYInvestmentIncomeAmt088125
IRS990/PYOtherExpensesAmt068108
IRS990/PYRevenuesLessExpensesAmt0117246
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IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt026384
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01400
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LIABILITIES
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IRS990ScheduleD/TotalLiabilityAmt01400
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt031200
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IRS990ScheduleI/RecipientTable/CashGrantAmt010000
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IRS990ScheduleI/RecipientTable/RecipientEIN0362208386
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IRS990ScheduleI/RecipientTable/USAddress/CityNm0EVANSTON

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,975,074
Liabilities
$1,400
Net assets
$1,973,674
Revenue
$180,908
Expenses
$130,399
Net income
$50,509
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.48$0.02$2.46$0.23$0.26$0.03
2023Summary only. Only limited summary data is available for this year.$2.31$0.02$2.29$0.23$0.12$0.11
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.96$0.01$1.95$0.18$0.11$0.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.01$2.24$0.33$0.11$0.22
2020Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.97$0.18$0.13$0.05
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.00$1.76$0.24$0.12$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.00$1.48$0.19$0.11$0.08
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.00$1.52$0.17$0.11$0.06
2016Summary only. Only limited summary data is available for this year.$1.31$0.00$1.31$0.15$0.10$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.16$0.14$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.26$0.01$1.26$0.25$0.09$0.15
2013Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.13$0.08$0.04
2012Summary only. Only limited summary data is available for this year.$0.93$0.00$0.93$0.10$0.09$0.02
2011Summary only. Only limited summary data is available for this year.$0.84$0.00$0.84$0.08$0.09$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.00$0.88$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $1M-$5M nonprofits