Civic Intelligence

Florida Beta Student Aid Fund

990 • Fiscal year 2020 • EIN 23-7366820

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 02, 2020

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

0.41x

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

2020 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

53rd percentile

1.41x

Higher debt load relative to revenue than 53% of similar nonprofits.

2020 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2020

Net Margin

36th percentile

-0.6%

Higher net margin than 36% of similar nonprofits.

2020 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2020

Asset Growth

42nd percentile

-1.7%

Faster asset growth than 42% of similar nonprofits.

2020 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

38th percentile

-5.3%

Faster revenue growth than 38% of similar nonprofits.

2020 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$2,684,774

Down $46,661 (-1.7%) from 2019

Net Assets

Down

$1,578,901

Down $4,834 (-0.3%) from 2019

Liabilities

Down

$1,105,873

Down $41,827 (-3.6%) from 2019

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin36th percentile

Revenue

Down

$783,946

Down $43,937 (-5.3%) from 2019

Expenses

Up

$788,780

Up $34,146 (+4.5%) from 2019

Net Income

Down

-$4,834

Down $78,083 (-107%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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 2020: $2,684,774Liabilities 2020: $1,105,873Net Assets 2020: $1,578,9012020Assets 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

2020

Assets$2,684,774
Liabilities$1,105,873
Net Assets$1,578,901
Open 2020 Filing

Operations Trend

Revenue Growth38th 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 2020: $783,946Expenses 2020: $788,780Net Income 2020: -$4,8342020Revenue 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

2020

Revenue$783,946
Expenses$788,780
Net Income-$4,834
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 2, 2020
Return Version
2019v5.0
Gross Receipts
$783,946
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$81,523$113,492▲ $31,969
Cash and Non-Interest-Bearing Accounts$94,091$15,461▼ $78,630
Total Assets$2,731,435$2,684,774▼ $46,661
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,147,256$1,105,261▼ $41,995
Accounts Payable and Accrued Expenses$444$612▲ $168
Total Liabilities$1,147,700$1,105,873▼ $41,827
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,583,735$1,578,901▼ $4,834
Total Net Assets Fund Balance$1,583,735$1,578,901▼ $4,834
Total Liabilities and Net Assets / Fund Balance$2,731,435$2,684,774▼ $46,661

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,549,619-$2,549,619
Equipment$6,202-$6,202
Compensation and Service Providers
Top Officer Pay55th 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
$0
Program Service Revenue
$783,946
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-4,834
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$611,842
Salaries, Compensation, and Employee Benefits$131,461
Professional Fundraising Fees$45,477
Grants and Similar Amounts Paid$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$234,464
Other Salaries and Wages---$121,071
Payments to Affiliates---$93,012
Interest---$73,957
Fees for Services Professional Fundraising---$45,477
Fees for Services Other---$22,063
Payroll Taxes---$10,390
Office Expenses---$7,552
Fees for Services Accounting---$5,400
Other Expenses---$486
Total Functional Expenses$0$0$0$788,780
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$45,477
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 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, Page 6, Part VI, Line 8B

“There are no committees with the authority to act on behalf of the governing body.”

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
2020-09-02
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
5
Volunteers
8

Preparer

Firm
Kattell & Company Pl
Address
808B NW 16TH AVE, GAINESVILLE, FL 32601
Preparer
Stephen H Kattell
Phone
3523956565
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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.
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId026F5DDEF7F7421BAC2DC43DA3DA05155C219979F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07EA3938FD98B627B786828E7A9818CE50AF8EF7F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.164.151.235
ReturnHeader/FilingSecurityInformation/IPDt02020-09-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:26:12
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/PreparationDt02020-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN H KATTELL
ReturnHeader/ReturnTs02020-09-15T10:26:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,684,774
Liabilities
$1,105,873
Net assets
$1,578,901
Revenue
$783,946
Expenses
$788,780
Net income
-$4,834
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
2020Detailed filing. Detailed filing data is available for this year.$2.68$1.11$1.58$0.78$0.79$0.00
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
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$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