Civic Intelligence

Florida Beta Student Aid Fund

990 • Fiscal year 2023 • EIN 23-7366820

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 26, 2024

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

65th percentile

0.34x

Higher debt load relative to assets than 65% of similar nonprofits.

2023 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

53rd percentile

1.00x

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

2023 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2023

Net Margin

50th percentile

10%

Higher net margin than 50% of similar nonprofits.

2023 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2023

Asset Growth

72nd percentile

2.9%

Faster asset growth than 72% of similar nonprofits.

2023 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

2023 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$2,809,420

Up $79,814 (+2.9%) from 2022

Net Assets

Up

$1,841,337

Up $100,227 (+5.8%) from 2022

Liabilities

Down

$968,083

Down $20,413 (-2.1%) from 2022

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin50th percentile

Revenue

Up

$969,931

Up $95,332 (+11%) from 2022

Expenses

Up

$869,704

Up $106,338 (+14%) from 2022

Net Income

Down

$100,227

Down $11,006 (-9.9%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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 2023: $2,809,420Liabilities 2023: $968,083Net Assets 2023: $1,841,3372023Assets 2024: $1,306,751Liabilities 2024: $848,517Net Assets 2024: $458,2342024

Highlighted filing

2023

Assets$2,809,420
Liabilities$968,083
Net Assets$1,841,337
Open 2023 Filing

Operations Trend

Revenue Growth64th 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 2023: $969,931Expenses 2023: $869,704Net Income 2023: $100,2272023Revenue 2024: $808,839Expenses 2024: $964,308Net Income 2024: -$155,4692024

Highlighted filing

2023

Revenue$969,931
Expenses$869,704
Net Income$100,227
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 26, 2024
Return Version
2022v5.0
Gross Receipts
$969,931
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.

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 in Gainesville, Florida.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,555,821$2,555,821→ $0
Cash and Non-Interest-Bearing Accounts$86,803$200,874▲ $114,071
Savings and Temporary Cash Investments$86,982$52,725▼ $34,257
Total Assets$2,729,606$2,809,420▲ $79,814
Liabilities
Mortgage Notes Payable Secured by Investment Property$987,137$965,213▼ $21,924
Accounts Payable and Accrued Expenses$1,359$2,870▲ $1,511
Total Liabilities$988,496$968,083▼ $20,413
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,741,110$1,841,337▲ $100,227
Total Net Assets Fund Balance$1,741,110$1,841,337▲ $100,227
Total Liabilities and Net Assets / Fund Balance$2,729,606$2,809,420▲ $79,814

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,549,619-$2,549,619
Equipment$6,202-$6,202
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Ben FowlePresident
John WebermeierVice President
Brad FortuneBoard Member
Dan FarmerBoard Member
Jake Silvola-FinchBoard Member
Michael RamosBoard Member
Michael ThompsonBoard Member
Stephen BeckerBoard Member
Trent TalbotBoard Member
Philip CianoSecretary
Jarod RouchTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$969,931
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$100,227
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$677,214
Salaries, Compensation, and Employee Benefits$172,123
Professional Fundraising Fees$20,367
Grants and Similar Amounts Paid$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$209,547--$209,547
Occupancy---$187,700
Other Salaries and Wages---$157,922
Payments to Affiliates---$111,311
Fees for Services Professional Fundraising---$20,367
Payroll Taxes---$14,201
Fees for Services Accounting---$7,164
Office Expenses---$2,608
Total Functional Expenses$0$0$0$869,704
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$20,367
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Jarod RouchTreasurerBoard MemberBridge Loan from Rouch Investment CoNo$52,725
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
Yes
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

Committee meeting documentation Part VI line 8B

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

Form 990 governing body review Part VI line 11

“The Form 990 is prepared with the assistance of an independent CPA. The Form 990 is reviewed by the Board President, who summarizes and reports the results to the Board after it is filed.”

Conflict of interest policy compliance Part VI line 12C

“There is no written conflict of interest policy but in the event of any identified conflict, the Board Member would recuse themselves from any official Board action (voting) and would leave the room during any such actions.”

Governing documents etc available to public 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
Address
PO Box 13451, Gainesville, FL 32604

Signing Officer

Name
Ben Fowle
Title
President
Phone
3523924734
Signed
2024-01-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ben Fowle
Formed
1971
Legal Domicile
Fl
Voting Board Members
11
Independent Board Members
11
Employees
7
Volunteers
11

Preparer

Firm
Kattell and Company PL
Address
808-B NW 16th Avenue, Gainesville, FL 32601
Preparer
Stephen HKattell
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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IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0Treasurer/Board Member Jarod Rouch is related to Cindy Rouch at Rouch Investment Company. The company is owned/operated by extended family members of both Jarod and Cindy Rouch. A $50,000 bridge loan was made from Rouch Investment Company to Florida Beta Student Aid Fund (FBSAF) in September 2022. The loan was used to cover operating expenses while dues were being collected from the chapter members. The loan was repaid in full with interest on 5/3/23
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0There are no committees with authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Form 990 is prepared with the assistance of an independent CPA. The Form 990 is reviewed by the Board President, who summarizes and reports the results to the Board after it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2There is no written conflict of interest policy but in the event of any identified conflict, the Board Member would recuse themselves from any official Board action (voting) and would leave the room during any such actions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing documents are made available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Ben Fowle
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03523924734
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Florida Beta Student Aid Fund
ReturnHeader/Filer/BusinessNameControlTxt0FLOR
ReturnHeader/Filer/EIN0237366820
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 13451
ReturnHeader/Filer/USAddress/CityNm0Gainesville
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010822046
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kattell and Company PL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0808-B NW 16th Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Gainesville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032601
ReturnHeader/PreparerPersonGrp/PhoneNum03523956565
ReturnHeader/PreparerPersonGrp/PreparationDt02024-01-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen HKattell
ReturnHeader/ReturnTs02024-01-26T11:58:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ben
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Fowle
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,809,420
Liabilities
$968,083
Net assets
$1,841,337
Revenue
$969,931
Expenses
$869,704
Net income
$100,227
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
2023Detailed filing. Detailed filing data is available for this year.$2.81$0.97$1.84$0.97$0.87$0.10
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
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