Civic Intelligence

Florida Beta Student Aid Fund

990 • Fiscal year 2018 • EIN 23-7366820

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 02, 2018

Organization ProfileN/A
PO Box 13451Gainesville, FL 32604

(352) 392-4734

Siviq Scores

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

Liabilities / Assets

67th percentile

0.45x

Higher debt load relative to assets than 67% of similar nonprofits.

2018 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

55th percentile

1.70x

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

2018 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2018

Net Margin

49th percentile

14%

Higher net margin than 49% of similar nonprofits.

2018 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2018 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2018

Asset Growth

55th percentile

-0.2%

Faster asset growth than 55% of similar nonprofits.

2018 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2016 to 2018

Revenue Growth

63rd percentile

5.3%

Faster revenue growth than 63% of similar nonprofits.

2018 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$2,733,877

Down $13,107 (-0.5%) from 2016

Net Assets

Up

$1,510,486

Up $139,505 (+10%) from 2016

Liabilities

Down

$1,223,391

Down $152,612 (-11%) from 2016

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin49th percentile

Revenue

Up

$719,932

Up $70,194 (+11%) from 2016

Expenses

Up

$620,582

Up $119,782 (+24%) from 2016

Net Income

Down

$99,350

Down $49,588 (-33%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$3.0M$2.0M$1.0M$0Assets 2015: $2,687,295Liabilities 2015: $1,465,252Net Assets 2015: $1,222,0432015Assets 2016: $2,746,984Liabilities 2016: $1,376,003Net Assets 2016: $1,370,9812016Assets 2018: $2,733,877Liabilities 2018: $1,223,391Net Assets 2018: $1,510,4862018Assets 2019: $2,731,435Liabilities 2019: $1,147,700Net Assets 2019: $1,583,7352019Assets 2021: $2,686,632Liabilities 2021: $1,056,755Net Assets 2021: $1,629,8772021Assets 2022: $2,729,606Liabilities 2022: $988,496Net Assets 2022: $1,741,1102022Assets 2024: $1,306,751Liabilities 2024: $848,517Net Assets 2024: $458,2342024

Highlighted filing

2018

Assets$2,733,877
Liabilities$1,223,391
Net Assets$1,510,486
Open 2018 Filing

Operations Trend

Revenue Growth63rd percentile

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

$1.0M$500K$0-$500KRevenue 2015: $615,654Expenses 2015: $521,884Net Income 2015: $93,7702015Revenue 2016: $649,738Expenses 2016: $500,800Net Income 2016: $148,9382016Revenue 2018: $719,932Expenses 2018: $620,582Net Income 2018: $99,3502018Revenue 2019: $827,883Expenses 2019: $754,634Net Income 2019: $73,2492019Revenue 2021: $663,728Expenses 2021: $612,752Net Income 2021: $50,9762021Revenue 2022: $874,599Expenses 2022: $763,366Net Income 2022: $111,2332022Revenue 2024: $808,839Expenses 2024: $964,308Net Income 2024: -$155,4692024

Highlighted filing

2018

Revenue$719,932
Expenses$620,582
Net Income$99,350
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 2, 2018
Return Version
2017v2.3
Gross Receipts
$719,932
Mission and Program Overview

Mission

Florida beta student aid fund owns and operates the fraternity house for the gamma xi chapter of beta theta pi at the university of florida.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,555,821$2,555,821→ $0
Savings and Temporary Cash Investments-$109,532-
Cash and Non-Interest-Bearing Accounts$142,147$13,638▼ $128,509
Total Assets$2,697,968$2,733,877▲ $35,909
Other Assets Total-$54,886-
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,286,832$1,223,236▼ $63,596
Accounts Payable and Accrued Expenses-$155-
Total Liabilities$1,286,832$1,223,391▼ $63,441
Net Assets / Fund Balance
Unrestricted Net Assets$1,411,136$1,510,486▲ $99,350
Total Net Assets Fund Balance$1,411,136$1,510,486▲ $99,350
Total Liabilities and Net Assets / Fund Balance$2,697,968$2,733,877▲ $35,909

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,549,619-$2,549,619
Equipment$6,202-$6,202
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Benjamin FowlePresident
Brad FortuneBoard Member
Brian BrasingtonBoard Member
Stephen BeckerBoard Member
Philip CianoSecretary
John WebermeierTreasurer
Jarod RouchVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,000
Program Service Revenue
$714,728
Investment Income
$3,204
Other Revenue
$0
All Other Contributions
$2,000
Change in Net Assets
$99,350
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$475,807
Salaries, Compensation, and Employee Benefits$120,249
Professional Fundraising Fees$24,526
Grants and Similar Amounts Paid$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$109,558
Occupancy---$102,047
Payments to Affiliates---$95,358
Interest---$57,943
Fees for Services Professional Fundraising---$24,526
Fees for Services Other---$18,325
Payroll Taxes---$10,691
Fees for Services Accounting---$4,623
Office Expenses---$1,788
Information Technology---$1,264
Other Expenses---$886
All Other Expenses---$316
Total Functional Expenses$0$0$0$620,582
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$24,526
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, Page 6, Part VI, Line 11B

“The form 990 is prepared with the assitance of an independent cpa, then reviewed by the board president and the bookkeeper, who then summarizes and reports the results to the board after it is filed.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Florida Beta Student Aid Fund
EIN
23-7366820
Phone
3523924734
Address
PO BOX 13451, GAINESVILLE, FL 32604

Signing Officer

Name
Brian Brasington
Title
Board Member
Phone
3523924734
Signed
2018-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Benjamin Fowle
Formed
1971
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
7
Employees
7
Volunteers
7

Preparer

Firm
Kattell & Company Pl
Address
808B NW 16TH AVE, GAINESVILLE, FL 32601
Preparer
Stephen H Kattell CPA
Phone
3523956565
Raw XML Appendix312 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0155
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0FLORIDA BETA STUDENT AID FUND OWNS AND OPERATES THE FRATERNITY HOUSE FOR THE GAMMA XI CHAPTER OF BETA THETA PI AT THE UNIVERSITY OF FLORIDA.
IRS990/AllOtherContributionsAmt02000
IRS990/AllOtherExpensesGrp/TotalAmt0316
IRS990/BooksInCareOfDetail/PersonNm0JOHN HOWARD
IRS990/BooksInCareOfDetail/PhoneNum03525141180
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0622 SW 23RD PLACE
IRS990/BooksInCareOfDetail/USAddress/CityNm0GAINESVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd032601
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0142147
IRS990/CashNonInterestBearingGrp/EOYAmt013638
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02000
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03204
IRS990/CYOtherExpensesAmt0475807
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0714728
IRS990/CYRevenuesLessExpensesAmt099350
IRS990/CYSalariesCompEmpBnftPaidAmt0120249
IRS990/CYTotalExpensesAmt0620582
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt024526
IRS990/CYTotalRevenueAmt0719932
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVIDE HOUSING AND MEALS FOR APPROXIMATELY 140 MEMBERS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt07
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt04623
IRS990/FeesForServicesOtherGrp/TotalAmt018325
IRS990/FeesForServicesProfFundraising/TotalAmt024526
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0BENJAMIN FOWLE
IRS990/Form990PartVIISectionAGrp/PersonNm1JAROD ROUCH
IRS990/Form990PartVIISectionAGrp/PersonNm2PHILIP CIANO
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN WEBERMEIER
IRS990/Form990PartVIISectionAGrp/PersonNm4BRIAN BRASINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm5STEPHEN BECKER
IRS990/Form990PartVIISectionAGrp/PersonNm6BRAD FORTUNE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01971
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0719932
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt01264
IRS990/InterestGrp/TotalAmt057943
IRS990/InvestmentIncomeGrp/ExclusionAmt03204
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03204
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02555821
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02555821
IRS990/LandBldgEquipCostOrOtherBssAmt02555821
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0FLORIDA BETA STUDENT AID FUND OWNS AND OPERATES THE FRATERNITY HOUSE FOR THE GAMMA XI CHAPTER OF BETA THETA PI AT THE UNIVERSITY OF FLORIDA.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01286832
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01223236
IRS990/NetAssetsOrFundBalancesBOYAmt01411136
IRS990/NetAssetsOrFundBalancesEOYAmt01510486
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt0102047
IRS990/OfficeExpensesGrp/TotalAmt01788
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt054886
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2TAXES
IRS990/OtherExpensesGrp/Desc3PARKING
IRS990/OtherExpensesGrp/TotalAmt0161028
IRS990/OtherExpensesGrp/TotalAmt131304
IRS990/OtherExpensesGrp/TotalAmt2925
IRS990/OtherExpensesGrp/TotalAmt3886
IRS990/OtherSalariesAndWagesGrp/TotalAmt0109558
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt095358
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt010691
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BENJAMIN FOWLE
IRS990/ProfessionalFundraisingInd0true
IRS990/ProgramServiceRevenueGrp/Desc0RENT AND DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0714728
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0714728
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt012097
IRS990/PYInvestmentIncomeAmt03026
IRS990/PYOtherExpensesAmt0411189
IRS990/PYProgramServiceRevenueAmt0550443
IRS990/PYRevenuesLessExpensesAmt040155
IRS990/PYSalariesCompEmpBnftPaidAmt0104668
IRS990/PYTotalExpensesAmt0525411
IRS990/PYTotalProfFndrsngExpnsAmt09554
IRS990/PYTotalRevenueAmt0565566
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt099350
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0109532
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt02549619
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02549619
IRS990ScheduleD/EquipmentGrp/BookValueAmt06202
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06202
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02555821
IRS990ScheduleG/AgrmtProfFundraisingActyInd0true
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0CONSULTING
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd0false
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt02000
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt0-22526
IRS990ScheduleG/FundraiserActivityInfoGrp/PersonNm0LAURUS GROUP
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt024526
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt0PO BOX 80828
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0ATLANTA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0GA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd030366
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/TotalGrossReceiptsAmt02000
IRS990ScheduleG/TotalNetToOrganizationAmt0-22526
IRS990ScheduleG/TotalRetainedByContractorsAmt024526
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PREPARED WITH THE ASSITANCE OF AN INDEPENDENT CPA, THEN REVIEWED BY THE BOARD PRESIDENT AND THE BOOKKEEPER, WHO THEN SUMMARIZES AND REPORTS THE RESULTS TO THE BOARD AFTER IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02697968
IRS990/TotalAssetsEOYAmt02733877
IRS990/TotalAssetsGrp/BOYAmt02697968
IRS990/TotalAssetsGrp/EOYAmt02733877
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02000
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0620582
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01286832
IRS990/TotalLiabilitiesEOYAmt01223391
IRS990/TotalLiabilitiesGrp/BOYAmt01286832
IRS990/TotalLiabilitiesGrp/EOYAmt01223391
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01411136
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01510486
IRS990/TotalProgramServiceRevenueAmt0714728
IRS990/TotalRevenueGrp/ExclusionAmt03204
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0714728
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0719932
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02697968
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02733877
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01411136
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01510486
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0POB 13451
IRS990/USAddress/CityNm0GAINESVILLE
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032604
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN BRASINGTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum03523924734
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FLORIDA BETA STUDENT AID FUND
ReturnHeader/Filer/BusinessNameControlTxt0FLOR
ReturnHeader/Filer/EIN0237366820
ReturnHeader/Filer/PhoneNum03523924734
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 13451
ReturnHeader/Filer/USAddress/CityNm0GAINESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032604
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId063EACBACCD8D4C83290756863C3FB8E1C3211909
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId063EACBACCD8D4C83290756863C3FB8E1C3211909
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.168.185.103
ReturnHeader/FilingSecurityInformation/IPDt02018-11-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:27:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010822046
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KATTELL & COMPANY PL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0808B NW 16TH AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GAINESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032601
ReturnHeader/PreparerPersonGrp/PhoneNum03523956565
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN H KATTELL CPA
ReturnHeader/ReturnTs02018-11-26T11:27:36-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,733,877
Liabilities
$1,223,391
Net assets
$1,510,486
Revenue
$719,932
Expenses
$620,582
Net income
$99,350
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$0.85$0.46$0.81$0.96$0.16
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.73$0.99$1.74$0.87$0.76$0.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.69$1.06$1.63$0.66$0.61$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.73$1.15$1.58$0.83$0.75$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.73$1.22$1.51$0.72$0.62$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.75$1.38$1.37$0.65$0.50$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.69$1.47$1.22$0.62$0.52$0.09