Civic Intelligence

Alumni Association of Beta Pi Inc

EIN 27-2075974 • 501(c)3 • Baton Rouge, LA

Profile

The purpose of theta xi is to provide a college home environment for its active members in which fellowship and alumni guidance lead to wholesome mental, moral, physical, and spiritual growth. To that end theta xi actively supports and augments college and community efforts to make individual members more mature and chapter groups more useful units of society.

PO Box 1766Baton Rouge, LA 70821-1766

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

29th percentile

-12%

Higher net margin than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

31st percentile

-22%

Faster asset growth than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

-20%

Faster revenue growth than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$14,785

Down $57,421 (-80%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$14,785

Down $57,421 (-80%) from 2022

Revenue

Down

$35,024

Down $42,328 (-55%) from 2022

Expenses

Down

$39,298

Down $68,149 (-63%) from 2022

Net Income

Up

-$4,274

Up $25,821 (+86%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $22,755Liabilities 2011: $0Net Assets 2011: $22,7552011Assets 2013: $22,540Liabilities 2013: $0Net Assets 2013: $22,5402013Assets 2014: $9,539Liabilities 2014: $0Net Assets 2014: $9,5392014Assets 2015: $14,911Liabilities 2015: $0Net Assets 2015: $14,9112015Assets 2017: $15,008Liabilities 2017: $0Net Assets 2017: $15,0082017Assets 2019: $36,398Liabilities 2019: $0Net Assets 2019: $36,3982019Assets 2020: $96,709Liabilities 2020: $0Net Assets 2020: $96,7092020Assets 2021: $102,301Liabilities 2021: $0Net Assets 2021: $102,3012021Assets 2022: $72,206Liabilities 2022: $0Net Assets 2022: $72,2062022Assets 2024: $14,785Liabilities 2024: $0Net Assets 2024: $14,7852024

Highlighted filing

2024

Assets$14,785
Liabilities$0
Net Assets$14,785

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KExpenses 2011: $43,6132011Revenue 2013: $40,944Expenses 2013: $39,612Net Income 2013: $1,3322013Revenue 2014: $18,511Expenses 2014: $31,512Net Income 2014: -$13,0012014Revenue 2015: $21,478Expenses 2015: $16,106Net Income 2015: $5,3722015Revenue 2017: $34,877Expenses 2017: $37,564Net Income 2017: -$2,6872017Revenue 2019: $61,079Expenses 2019: $37,725Net Income 2019: $23,3542019Revenue 2020: $70,576Expenses 2020: $10,265Net Income 2020: $60,3112020Revenue 2021: $90,369Expenses 2021: $84,777Net Income 2021: $5,5922021Revenue 2022: $77,352Expenses 2022: $107,447Net Income 2022: -$30,0952022Revenue 2024: $35,024Expenses 2024: $39,298Net Income 2024: -$4,2742024

Highlighted filing

2024

Revenue$35,024
Expenses$39,298
Net Income-$4,274

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$279,954
Mission and Program Overview

Mission

The purpose of theta xi is to provide a college home environment for its active members in which fellowship and alumni guidance lead to wholesome mental, moral, physical, and spiritual growth. To that end theta xi actively supports and augments college and community efforts to make individual members more mature and chapter groups more useful units of society.

The purpose of theta xi is to provide a college home environment for its active members in which fellowship and alumni guidance lead to wholesome mental, moral, physical, and spiritual growth.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$96,937$66,847▼ $30,090
Savings and Temporary Cash Investments$5,364$5,359▼ $5
Total Assets$102,301$72,206▼ $30,095
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$102,301$72,206▼ $30,095
Total Net Assets Fund Balance$102,301$72,206▼ $30,095
Total Liabilities and Net Assets / Fund Balance$102,301$72,206▼ $30,095
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
David C SchwabPresidentPT$9,999$9,999

Board Members and Trustees

NameTitle
Bob DuncanVice President
Revenue and Support

Revenue Composition

Contributions and Grants
$17,533
Program Service Revenue
$0
Investment Income
$130
Other Revenue
$59,689
All Other Contributions
$17,533
Change in Net Assets
$-30,095
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$107,447
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$107,447--$107,447
Total Functional Expenses$107,447$0$0$107,447
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$262,291
Gaming Direct Expenses$202,602
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

An officer is scheduled to review irs form 990 annually.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Alumni Association of Beta Pi Inc
EIN
27-2075974
Phone
9855426294
Address
PO BOX 1766, BATON ROUGE, LA 70821-1766

Signing Officer

Name
David C Schwab
Title
President
Phone
9853200128
Signed
2023-11-15

Organization Details

Principal Officer
David C Schwab
Formed
2010
Legal Domicile
La
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
50

Preparer

Firm
Deblieux & Company Cpas (apc)
Address
750 FLORIDA ST 1766, BATON ROUGE, LA 70821
Preparer
Darcy W Deblieux CPA
Phone
2252761110
Raw XML Appendix311 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.

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ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DARCY W DEBLIEUX CPA
ReturnHeader/ReturnTs02023-11-15T21:56:05-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHWAB
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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