Civic Intelligence

Beta Psi Foundation Inc % the Association Group

990 • Fiscal year 2021 • EIN 20-1217639

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 04, 2022

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

27th percentile

0.01x

Higher debt load relative to assets than 27% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

38th percentile

0.04x

Higher debt load relative to revenue than 38% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

93rd percentile

67%

Higher net margin than 93% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

59th percentile

14%

Faster asset growth than 59% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

84th percentile

82%

Faster revenue growth than 84% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$2,254,139

Up $279,065 (+14%) from 2020

Net Assets

Up

$2,240,549

Up $266,875 (+14%) from 2020

Liabilities

Up

$13,590

Up $12,190 (+871%) from 2020

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin93rd percentile

Revenue

Up

$328,422

Up $147,514 (+82%) from 2020

Expenses

Down

$107,077

Down $23,322 (-18%) from 2020

Net Income

Up

$221,345

Up $170,836 (+338%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2021

Assets$2,254,139
Liabilities$13,590
Net Assets$2,240,549
Open 2021 Filing

Operations Trend

Revenue Growth84th 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

2021

Revenue$328,422
Expenses$107,077
Net Income$221,345
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 4, 2022
Return Version
2021v4.0
Gross Receipts
$481,112
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$1,828,662$2,068,832▲ $240,170
Savings and Temporary Cash Investments$128,409$167,500▲ $39,091
Total Assets$1,975,074$2,254,139▲ $279,065
Other Assets Total$18,003$17,807▼ $196
Liabilities
Other Liabilities$1,400$13,590▲ $12,190
Total Liabilities$1,400$13,590▲ $12,190
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,973,674$2,240,549▲ $266,875
Total Net Assets Fund Balance$1,973,674$2,240,549▲ $266,875
Total Liabilities and Net Assets / Fund Balance$1,975,074$2,254,139▲ $279,065

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$50,992--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Shaw RobPresident
Odaniel KeithDisbursement
Stewart MatthewDisbursement
Thurman MarkDisbursement
Hussey TomFinance
Lockwood CharlieFinance
Davis GregFoundation R
Doane GeorgeFoundation R
Heilig TimFoundation R
Madewell AlanFoundation R
Sandusky TaylorFoundation R
Swift BobFoundation R
Vlass BarryFoundation R
Eanes ScottFundraising
Higgins RickFundraising
Jackson KeithFundraising
Kinsey JoeFundraising
Mitchell RobertFundraising
Sparrow ClayFundraising
Sullivan JimFundraising
Strickler WarrenTreasurer
Rankin RobbyVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$126,050
Program Service Revenue
$0
Investment Income
$202,372
Other Revenue
$0
All Other Contributions
$126,050
Change in Net Assets
$221,345
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$60,677
Grants and Similar Amounts Paid$46,400
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$36,400--$36,400
Fees for Services Other$4,500$17,697-$22,197
Fees for Service Investment Mgmnt Fees-$11,391-$11,391
Grants to Domestic Orgs$10,000--$10,000
Conferences and Meetings$7,541--$7,541
Office Expenses-$4,257-$4,257
Fees for Services Accounting-$1,690-$1,690
Other Expenses$1,630--$1,630
Insurance-$26-$26
Total Functional Expenses$72,016$35,061$0$107,077
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$11,391
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$13,590
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
2022-11-04
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 17,697 0”

Form 990, Part XI, Line 9

“Book/tax differences -416”

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IRS990/Form990PartVIISectionAGrp/TitleTxt4FINANCE
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IRS990/Form990PartVIISectionAGrp/TitleTxt10DISBURSEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11DISBURSEMENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt13FOUNDATION 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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IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2F
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IRS990ScheduleD/TotalLiabilityAmt013590
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01714 HINMAN AVENUE
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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/ExplanationTxt12021 SCHOLARSHIP RECIPIENTS: JANUARY 1 THRU DECEMBER 31, 2021 . ALEX MESSMAN - 1,000 ALEX ZAMORA - 800 ATTISON GROH - 350 BENNETT JONES - 2,350 CHARLIE FINN - 1,350 CHARLIE LINDBERG - 350 COLE CAMPBELL - 750 CONNOR DUFFY - 1,850 CONNOR WHITE - 1,450 DANIEL SMITH - 800 DAVIS MASSEY - 700 DAVIS PALMIE - 1,800 DYLAN KYNOCH - 800 GEORGE DOANE - 1,450 JACKSON FISHER - 1,450 JOHN WASHBURNE - 350 JOSH BRENT - 1,100 JUSTIN KAPLIN - 2,500 LUCAS HARPER - 750 MATT DOVALE - 2,050 NATHAN KITTS - 1,450 NICHOLAS KELHOFER - 1,450 ORION SUN - 500 REGAN IMSAND - 700 RILEY KNIGHT - 700 ROBBIE VAN ZYL - 1,450 SAM RODMAN - 700 SLOAN MARTIN - 2,250 STEVEN SHAH - 700 WESLEY O'HARA - 2,500
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
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,254,139
Liabilities
$13,590
Net assets
$2,240,549
Revenue
$328,422
Expenses
$107,077
Net income
$221,345
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
2021Detailed filing. Detailed filing data is available for this year.$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
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