Civic Intelligence

Beta Psi Foundation Inc % the Association Group

990 • Fiscal year 2017 • EIN 20-1217639

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

1260 Winchester Parkway SE Ste 205Smyrna, GA 30080-6546

(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.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

21st percentile

0.01x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

88th percentile

38%

Higher net margin than 88% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

76th percentile

16%

Faster asset growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,516,720

Up $204,245 (+16%) from 2016

Net Assets

Up

$1,515,120

Up $204,645 (+16%) from 2016

Liabilities

Down

$1,600

Down $400 (-20%) from 2016

Revenue

Up

$171,379

Up $24,411 (+17%) from 2016

Expenses

Up

$106,501

Up $9,116 (+9.4%) from 2016

Net Income

Up

$64,878

Up $15,295 (+31%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$1,516,720
Liabilities$1,600
Net Assets$1,515,120

Operations Trend

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

2017

Revenue$171,379
Expenses$106,501
Net Income$64,878
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.3
Gross Receipts
$482,092
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$1,180,723$1,388,198▲ $207,475
Savings and Temporary Cash Investments$123,877$121,752▼ $2,125
Total Assets$1,312,475$1,516,720▲ $204,245
Other Assets Total$7,875$6,770▼ $1,105
Liabilities
Other Liabilities$2,000$1,600▼ $400
Total Liabilities$2,000$1,600▼ $400
Net Assets / Fund Balance
Unrestricted Net Assets$1,310,475$1,515,120▲ $204,645
Total Net Assets Fund Balance$1,310,475$1,515,120▲ $204,645
Total Liabilities and Net Assets / Fund Balance$1,312,475$1,516,720▲ $204,245

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$67,593--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lee RonPresident
Clements FrankTrustee
Diffenderfer BillTrustee
Ferris BradTrustee
Gowen BillTrustee
Griffin MurrayTrustee
Hamilton JimTrustee
Leverett MikeTrustee
Neel StevenTrustee
Nix MattTrustee
Odaniel KeithTrustee
Sandusky TaylorTrustee
Shaw KevinTrustee
Shaw RobertTrustee
James DuncanDisbursement
Bangert DougFinance - Ch
Asip JimmyFundraising
Pascutti PaulRelations -
Herrin OwenSecretary
Martin DougTreasurer
Farr LloydVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$131,678
Program Service Revenue
$0
Investment Income
$39,701
Other Revenue
$0
All Other Contributions
$131,678
Change in Net Assets
$64,878
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$69,501
Grants and Similar Amounts Paid$37,000
Total Fundraising Expense$7,674
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$27,000--$27,000
Fees for Services Other$5,564$9,434$6,411$21,409
Grants to Domestic Orgs$10,000--$10,000
Fees for Service Investment Mgmnt Fees-$8,645-$8,645
Office Expenses-$7,067$1,263$8,330
Conferences and Meetings$5,108$244-$5,352
Fees for Services Accounting-$1,412-$1,412
Other Expenses$1,300--$1,300
All Other Expenses-$857-$857
Travel-$31-$31
Total Functional Expenses$71,137$27,690$7,674$106,501
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$8,645
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Revenue$1,600
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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

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
1260 WINCHESTER PARKWAY SE STE 205, SMYRNA, GA 30080-6546

Signing Officer

Name
Martin Doug
Title
Treasurer
Phone
4049626438
Signed
2018-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Farr Lloyd
Formed
2004
Legal Domicile
Ga
Voting Board Members
21
Independent Board Members
21
Employees
0
Volunteers
35

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, Page 2, Part III, Line 2

The foundation provided a grant of 10,000 to the sigma chi foundation to support key leadership and scholarships programs provided undergraduates of the beta psi chapter.

Form 990, Part IX, Line 11G

Tag - services 5,564 9,434 6,411

Form 990, Part XI, Line 9

Book/tax differences 10,867

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IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE-PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt16SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt17FINANCE - CH
IRS990/Form990PartVIISectionAGrp/TitleTxt18FUNDRAISING
IRS990/Form990PartVIISectionAGrp/TitleTxt19DISBURSEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt20RELATIONS -
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt01538
IRS990/GainOrLossGrp/SecuritiesAmt09203
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantAmt037000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt027000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt027000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt010000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt010000
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01538
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0319916
IRS990/GrossReceiptsAmt0482092
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt021
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt028960
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt028960
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsProgramRelatedGrp/BOYAmt01180723
IRS990/InvestmentsProgramRelatedGrp/EOYAmt01388198
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0GA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0310713
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01310475
IRS990/NetAssetsOrFundBalancesEOYAmt01515120
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt010741
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt010741
IRS990/NetUnrlzdGainsLossesInvstAmt0128900
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt01263
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07067
IRS990/OfficeExpensesGrp/TotalAmt08330
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt07875
IRS990/OtherAssetsTotalGrp/EOYAmt06770
IRS990/OtherChangesInNetAssetsAmt010867
IRS990/OtherExpensesGrp/Desc0LEADERSHIP W.SHOP MEALS
IRS990/OtherExpensesGrp/Desc1LEADERSHIP W.SHOP LODGING
IRS990/OtherExpensesGrp/Desc2LEADERSHIP W.SHOP MATERIA
IRS990/OtherExpensesGrp/Desc3LEADERSHIP W.SHOP TRANSP
IRS990/OtherExpensesGrp/ProgramServicesAmt016799
IRS990/OtherExpensesGrp/ProgramServicesAmt13543
IRS990/OtherExpensesGrp/ProgramServicesAmt21823
IRS990/OtherExpensesGrp/ProgramServicesAmt31300
IRS990/OtherExpensesGrp/TotalAmt016799
IRS990/OtherExpensesGrp/TotalAmt13543
IRS990/OtherExpensesGrp/TotalAmt21823
IRS990/OtherExpensesGrp/TotalAmt31300
IRS990/OtherLiabilitiesGrp/BOYAmt02000
IRS990/OtherLiabilitiesGrp/EOYAmt01600
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0FARR LLOYD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0102745
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt026000
IRS990/PYInvestmentIncomeAmt044223
IRS990/PYOtherExpensesAmt071385
IRS990/PYRevenuesLessExpensesAmt049583
IRS990/PYTotalExpensesAmt097385
IRS990/PYTotalRevenueAmt0146968
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt064878
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0true
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0123877
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0121752
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0131678
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0102745
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0106981
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0208722
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0100663
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0650789
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt028960
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt026384
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt027600
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt026872
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt021784
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0131600
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.81350
IRS990ScheduleA/PublicSupportPY170Pct00.82860
IRS990ScheduleA/PublicSupportTotal170Amt0636437
IRS990ScheduleA/SubstantialContributorsTotAmt014352
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0131678
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0102745
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0106981
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0208722
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0100663
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0650789
IRS990ScheduleA/TotalSupportAmt0782389
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0888363
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1432242
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt267593
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0INVESTMENTS - EQUITIES
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1INVESTMENTS - FIXED INCOME
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2INVESTMENTS - OTHER
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2F
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01600
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED REVENUE
IRS990ScheduleD/TotalBookValueProgramRltdAmt01388198
IRS990ScheduleD/TotalLiabilityAmt01600
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt027000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt026
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SIGMA CHI FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0362208386
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01714 HINMAN AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0EVANSTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060201
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS SHALL GATHER AND ANALYZE FACTS AND CONDUCT SUCH INVESTIGATION AND RESEARCH FROM TIME TO TIME THAT MAY BE NECESSARY IN ORDER TO DETERMINE THE MOST EFFECTIVE USE OF GRANT FUNDS
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt12017 SCHOLARSHIP RECIPIENTS: JANUARY 1 THRU DECEMBER 31, 2017 . AUSTIN MADDOX - 2,800 BEN IBACH - 500 BRANDT O'KELLEY - 2,100 CHRIS BUSH - 800 CHRIS MAPEL - 2,800 CLAYTON MAIKE - 500 DANIEL WISE - 500 GARRETT DEVANEY - 600 GEORGE SHEPHERD - 1,300 GUS BEISEL - 1,300 HARRISON SLOAN - 900 JAKE DEPIERO - 600 JAMES BOTTOMES - 1,500 JAMES WESTBROOK - 500 JOE WELCH - 1,600 JOHN STAUFFER - 1,100 JONATHAN MCKOWN - 500 KYLE WILLIAMS - 600 NATHAN SETTLAGE - 600 ROSS YOUNG - 1,000 SAMUEL LUTES - 800 SEAN CODY - 1,000 SEAN MIHM - 500 SHAYNE FALLON - 1,500 WILL BYARS - 500 WILL SHARON - 600
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE I, PAGE 4, PART IV
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0GLENN A MERRITT RAYMOND JAMES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0FINANCIAL ADVIS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt08645
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0FINANCIAL SERVICES
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S ENDOWMENT AND OPERATING ACCOUNTS ARE WITH RAYMOND JAMES. GLEN MERRIT, A FORMER OFFICER AND TRUSTEE OF THE FOUNDATION, IS AN ACCOUNT EXECUTIVE WITH RAYMOND JAMES AND IS RESPONSIBLE FOR OUR ACCOUNT. THE ACCOUNT WAS AWARDED TO RAYMOND JAMES AFTER THE EXECUTIVE COMMITTEE REVIEWED PROPOSALS FROM SEVERAL INVESTMENT FIRMS AND THE BOARD APPROVED RAYMOND JAMES PROPOSAL, FOLLOWING FULL DISCLOSURE OF MR. MERRITT'S RELATIONSHIP. QUARTERLY RESULTS ARE MONITORED BY THE FINANCE COMMITTEE, CHAIRED BY OWEN HERRIN.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OUR 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.

Document Assets

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Filings

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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
2017Detailed filing. Detailed filing data is available for this year.$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. 2017 filings • 501(c)3 • $1M-$5M nonprofits