Civic Intelligence

Florida Beta Student Aid Fund

990 • Fiscal year 2024 • EIN 23-7366820

Jul 01, 2023 to Jun 30, 2024 • Filed on Jun 26, 2025

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

81st percentile

0.65x

Higher debt load relative to assets than 81% of similar nonprofits.

2024 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

58th percentile

1.05x

Higher debt load relative to revenue than 58% of similar nonprofits.

2024 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2024

Net Margin

26th percentile

-19%

Higher net margin than 26% of similar nonprofits.

2024 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2024

Asset Growth

2nd percentile

-31%

Faster asset growth than 2% of similar nonprofits.

2024 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

30th percentile

-3.8%

Faster revenue growth than 30% of similar nonprofits.

2024 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$1,306,751

Down $1,422,855 (-52%) from 2022

Net Assets

Down

$458,234

Down $1,282,876 (-74%) from 2022

Liabilities

Down

$848,517

Down $139,979 (-14%) from 2022

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin26th percentile

Revenue

Down

$808,839

Down $65,760 (-7.5%) from 2022

Expenses

Up

$964,308

Up $200,942 (+26%) from 2022

Net Income

Down

-$155,469

Down $266,702 (-240%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2024

Assets$1,306,751
Liabilities$848,517
Net Assets$458,234
Open 2024 Filing

Operations Trend

Revenue Growth30th 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

2024

Revenue$808,839
Expenses$964,308
Net Income-$155,469
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jun 26, 2025
Return Version
2023v6.0
Gross Receipts
$808,839
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$1,236,870▼ $1,318,951
Savings and Temporary Cash Investments$52,725$39,031▼ $13,694
Cash and Non-Interest-Bearing Accounts$200,874$30,850▼ $170,024
Total Assets$2,809,420$1,306,751▼ $1,502,669
Liabilities
Mortgage Notes Payable Secured by Investment Property$965,213$843,088▼ $122,125
Accounts Payable and Accrued Expenses$2,870$5,429▲ $2,559
Total Liabilities$968,083$848,517▼ $119,566
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,841,337$458,234▼ $1,383,103
Total Net Assets Fund Balance$1,841,337$458,234▼ $1,383,103
Total Liabilities and Net Assets / Fund Balance$2,809,420$1,306,751▼ $1,502,669

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,236,870$1,278,831$2,515,701
Equipment-$40,120$40,120
Compensation and Service Providers
Top Officer PayScore unavailable

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
Hunter McTaggartTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$808,839
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-155,469
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$787,574
Salaries, Compensation, and Employee Benefits$163,198
Professional Fundraising Fees$13,536
Grants and Similar Amounts Paid$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$156,630
Other Salaries and Wages---$149,362
Payments to Affiliates---$120,756
Other Expenses$106,699--$106,699
Depreciation Depletion---$91,317
Interest---$46,222
Payroll Taxes---$13,836
Fees for Services Professional Fundraising---$13,536
Information Technology---$8,780
Fees for Services Other---$5,880
Fees for Services Accounting---$5,275
Office Expenses---$3,252
Total Functional Expenses$0$0$0$964,308
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$13,536
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$56,652
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
Hunter McTaggart
Title
President
Phone
3523924734
Signed
2025-06-26
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
5
Volunteers
11

Preparer

Firm
Kattell and Company PL
Address
808-B NW 16th Avenue, Gainesville, FL 32601
Preparer
Stephen H Kattell
Phone
3523956565
Supplemental Narrative

Additional Explanations

Amended return information

“The purpose of this amendment is 1)to reflect the adjustment of the dues revenue into appropriatly identified revenue categories and 2)to update Schedule D, Part VI - Land, Buildings and Equipment to adjust for depreciation balances.”

Raw XML Appendix350 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/BOYAmt02870
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt05429
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 in Gainesville, Florida.
IRS990/AmendedReturnInd0X
IRS990/BooksInCareOfDetail/PersonNm0Rena Hughes
IRS990/BooksInCareOfDetail/PhoneNum03523924734
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 13451
IRS990/BooksInCareOfDetail/USAddress/CityNm0Gainesville
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd032604
IRS990/BusinessRlnWith35CtrlEntInd0true
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0200874
IRS990/CashNonInterestBearingGrp/EOYAmt030850
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0787574
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0808839
IRS990/CYRevenuesLessExpensesAmt0-155469
IRS990/CYSalariesCompEmpBnftPaidAmt0163198
IRS990/CYTotalExpensesAmt0964308
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt013536
IRS990/CYTotalRevenueAmt0808839
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt091317
IRS990/Desc0Provide housing and meals for approximately 170 members.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt05275
IRS990/FeesForServicesOtherGrp/TotalAmt05880
IRS990/FeesForServicesProfFundraising/TotalAmt013536
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
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/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
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/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0Michael Thompson
IRS990/Form990PartVIISectionAGrp/PersonNm1Trent Talbot
IRS990/Form990PartVIISectionAGrp/PersonNm2Dan Farmer
IRS990/Form990PartVIISectionAGrp/PersonNm3Michael Ramos
IRS990/Form990PartVIISectionAGrp/PersonNm4Stephen Becker
IRS990/Form990PartVIISectionAGrp/PersonNm5Brad Fortune
IRS990/Form990PartVIISectionAGrp/PersonNm6Jake Silvola-Finch
IRS990/Form990PartVIISectionAGrp/PersonNm7Ben Fowle
IRS990/Form990PartVIISectionAGrp/PersonNm8John Webermeier
IRS990/Form990PartVIISectionAGrp/PersonNm9Hunter McTaggart
IRS990/Form990PartVIISectionAGrp/PersonNm10Philip Ciano
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7President
IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt9Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt10Secretary
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01971
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0808839
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt08780
IRS990/InterestGrp/TotalAmt046222
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/JointCostsInd0X
IRS990/LandBldgEquipAccumDeprecAmt01318951
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02555821
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01236870
IRS990/LandBldgEquipCostOrOtherBssAmt02555821
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
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 in Gainesville, Florida.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0965213
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0843088
IRS990/NetAssetsOrFundBalancesBOYAmt01841337
IRS990/NetAssetsOrFundBalancesEOYAmt0458234
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01841337
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0458234
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt0156630
IRS990/OfficeExpensesGrp/TotalAmt03252
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Food
IRS990/OtherExpensesGrp/Desc1Supplies
IRS990/OtherExpensesGrp/ProgramServicesAmt0242763
IRS990/OtherExpensesGrp/ProgramServicesAmt1106699
IRS990/OtherExpensesGrp/TotalAmt0242763
IRS990/OtherExpensesGrp/TotalAmt1106699
IRS990/OtherSalariesAndWagesGrp/TotalAmt0149362
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt0120756
IRS990/PayrollTaxesGrp/TotalAmt013836
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Ben Fowle
IRS990/PriorPeriodAdjustmentsAmt0-1227634
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1721000
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0Meal Income
IRS990/ProgramServiceRevenueGrp/Desc1Facility Use Income
IRS990/ProgramServiceRevenueGrp/Desc2Dues Income
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0523070
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1147300
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2138469
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0523070
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1147300
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2138469
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYOtherExpensesAmt0677214
IRS990/PYProgramServiceRevenueAmt0969931
IRS990/PYRevenuesLessExpensesAmt0100227
IRS990/PYSalariesCompEmpBnftPaidAmt0172123
IRS990/PYTotalExpensesAmt0869704
IRS990/PYTotalProfFndrsngExpnsAmt020367
IRS990/PYTotalRevenueAmt0969931
IRS990/ReconcilationRevenueExpnssAmt0-155469
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt052725
IRS990/SavingsAndTempCashInvstGrp/EOYAmt039031
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01236870
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01278831
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02515701
IRS990ScheduleD/EquipmentGrp/DepreciationAmt040120
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt040120
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01236870
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Jarod Rouch
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0TreasurerBoard Member
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt056652
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Bridge loan from Rouch Investment Co
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0Board 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 Investments Company to Florida Beta Student Aid Fund (FBSAF) in August 2023. 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 5/14/24.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Supplemental Information for Schedule L
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The purpose of this amendment is 1)to reflect the adjustment of the dues revenue into appropriatly identified revenue categories and 2)to update Schedule D, Part VI - Land, Buildings and Equipment to adjust for depreciation balances.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1There are no committees with authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The 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/ExplanationTxt3There 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/ExplanationTxt4Governing documents are made available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Amended return information
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02809420
IRS990/TotalAssetsEOYAmt01306751
IRS990/TotalAssetsGrp/BOYAmt02809420
IRS990/TotalAssetsGrp/EOYAmt01306751
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0964308
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0968083
IRS990/TotalLiabilitiesEOYAmt0848517
IRS990/TotalLiabilitiesGrp/BOYAmt0968083
IRS990/TotalLiabilitiesGrp/EOYAmt0848517
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01841337
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0458234
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0808839
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0808839
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0808839
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02809420
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01306751
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Hunter McTaggart
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03523924734
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Florida Beta Student Aid Fund
ReturnHeader/Filer/BusinessNameControlTxt0FLOR
ReturnHeader/Filer/EIN0237366820
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 13451
ReturnHeader/Filer/USAddress/CityNm0Gainesville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032604
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02025-06-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen H Kattell
ReturnHeader/ReturnTs02025-06-27T08:36:50-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,306,751
Liabilities
$848,517
Net assets
$458,234
Revenue
$808,839
Expenses
$964,308
Net income
-$155,469
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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
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