Civic Intelligence

Beta Psi Foundation

990EZ • Fiscal year 2021 • EIN 26-4133605

Jan 01, 2021 to Dec 31, 2021 • Filed on Jan 05, 2024

Organization Profile
43 Grafton RoadGlenmont, NY 12077

(908) 565-0884

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • NTEE B • <$500k nonprofits • Source year 2021

Liabilities / Revenue

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • NTEE B • <$500k nonprofits • Source year 2021

Net Margin

4th percentile

-520%

Higher net margin than 4% of similar nonprofits.

2021 filings • NTEE B • <$500k nonprofits • Source year 2021

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2021 filings • NTEE B • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets63rd percentile

Assets

$28,099

No earlier filing loaded for comparison.

Net Assets

$28,099

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin4th percentile

Revenue

$5,325

No earlier filing loaded for comparison.

Expenses

$33,010

No earlier filing loaded for comparison.

Net Income

-$27,685

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0Assets 2021: $28,099Liabilities 2021: $0Net Assets 2021: $28,0992021Assets 2022: $26,089Liabilities 2022: $0Net Assets 2022: $26,0892022

Highlighted filing

2021

Assets$28,099
Liabilities$0
Net Assets$28,099
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40KRevenue 2021: $5,325Expenses 2021: $33,010Net Income 2021: -$27,6852021Revenue 2022: $1,000Expenses 2022: $3,010Net Income 2022: -$2,0102022

Highlighted filing

2021

Revenue$5,325
Expenses$33,010
Net Income-$27,685
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jan 5, 2024
Return Version
2021v4.0
Gross Receipts
$5,325
Mission and Program Overview

Mission

Beta Psi Foundation is responsible for granting scholarships to recognize and encourage academic achievement and leadership development.

Program Services

DescriptionGrantsExpenses
Provide scholarships to college students.$2,000$0
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles DayPresident-$0--
Keimun SlaughterVice President-$0--
Andrew GayleSecretary-$0--
Yolanda CaldwellTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Beta Psi Foundation
EIN
26-4133605
Phone
9085650884
Address
43 Grafton Road, Glenmont, NY 12077

Signing Officer

Name
Yolanda Caldwell
Title
Treasurer
Phone
9085650884
Signed
2024-01-05
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Transferred scholarship money to charitable endowment and a banking fee.”

Raw XML Appendix174 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Charles Day
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Andrew Gayle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Yolanda Caldwell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt030010
IRS990EZ/OtherRevenueTotalAmt00
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Beta Psi Foundation is responsible for granting scholarships to recognize and encourage academic achievement and leadership development.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Scholarships
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part I, Line 10
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011798
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03300
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Transferred scholarship money to charitable endowment and a banking fee.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0There was a transition in the treasurer position, and an extension request was filed. The new treasurer did not file electronically when the forms were filed with the extension. When the tax filing was returned stating that it needed to be filed electronically, the treasurer contacted the IRS who directed them to the website to find a vendor for filing the taxes electronically. The treasurer contacted many vendors and it took time to find a tax filing system that met the organization's needs and to gather all of the requested information.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09085650884
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-05
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ReturnHeader/Filer/EIN0264133605
ReturnHeader/Filer/PhoneNum09085650884
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ReturnHeader/ReturnTs02024-04-09T23:59:41-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Yolanda
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$28,099
Liabilities
$0
Net assets
$28,099
Revenue
$5,325
Expenses
$33,010
Net income
-$27,685
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$26.1$0.00$26.1$1.00$3.01$2.01
2021Detailed filing. Detailed filing data is available for this year.$28.1$0.00$28.1$5.33$33.0$27.7