Civic Intelligence

Beta Phi Foundation Inc.

990 • Fiscal year 2021 • EIN 35-1861547

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 02, 2022

Organization ProfileN/A
PO Box 2853West Lafayette, IN 47996-2853

(765) 463-2311

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

82nd percentile

42%

Higher net margin than 82% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

69th percentile

24%

Faster asset growth than 69% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

13th percentile

-27%

Faster revenue growth than 13% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$971,829

Up $188,246 (+24%) from 2020

Net Assets

Up

$971,829

Up $188,246 (+24%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin82nd percentile

Revenue

Down

$85,805

Down $31,713 (-27%) from 2020

Expenses

Up

$50,069

Up $23,856 (+91%) from 2020

Net Income

Down

$35,736

Down $55,569 (-61%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$1.5M$1.0M$500K$0Assets 2020: $783,583Liabilities 2020: $0Net Assets 2020: $783,5832020Assets 2021: $971,829Liabilities 2021: $0Net Assets 2021: $971,8292021Assets 2022: $839,703Liabilities 2022: $0Net Assets 2022: $839,7032022Assets 2023: $927,233Liabilities 2023: $0Net Assets 2023: $927,2332023Assets 2024: $1,044,285Liabilities 2024: $0Net Assets 2024: $1,044,2852024

Highlighted filing

2021

Assets$971,829
Liabilities$0
Net Assets$971,829
Open 2021 Filing

Operations Trend

Revenue Growth13th percentile

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

$150K$100K$50K$0-$50KRevenue 2020: $117,518Expenses 2020: $26,213Net Income 2020: $91,3052020Revenue 2021: $85,805Expenses 2021: $50,069Net Income 2021: $35,7362021Revenue 2022: $83,779Expenses 2022: $68,118Net Income 2022: $15,6612022Revenue 2023: $58,977Expenses 2023: $71,402Net Income 2023: -$12,4252023Revenue 2024: $81,657Expenses 2024: $62,512Net Income 2024: $19,1452024

Highlighted filing

2021

Revenue$85,805
Expenses$50,069
Net Income$35,736
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 2, 2022
Return Version
2021v4.2
Gross Receipts
$109,571
Mission and Program Overview

Mission

To provide scholarships, grants and other finanicial aid to students of Purdue University.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$783,583$971,829▲ $188,246
Investments in Publicly Traded Securities$744,413$897,901▲ $153,488
Cash and Non-Interest-Bearing Accounts$32,364$54,559▲ $22,195
Other Notes and Loans Receivable, Net-$12,562-
Savings and Temporary Cash Investments$6,806$6,807▲ $1
Total Assets$783,583$971,829▲ $188,246
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$783,583$971,829▲ $188,246
Total Liabilities and Net Assets / Fund Balance$783,583$971,829▲ $188,246

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$213,924$41,966▲ $9,838-$254,281
2020$88,070$121,426▲ $4,628-$213,924
2019$35,834$51,050▲ $2,586-$88,070
2018$36,921-▲ $1,830-$35,834
2017$39,534$1,000▲ $1,870-$36,921
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Rich RussellChairman
Joe ContiPresident
Chuck RiceVice President
Bill KinderDirector
Kirk CernyDirector
Mike KristakisDirector
Mike WrightDirector
Tyler ViernowDirector
Rex MartinSecretary
Bruce PershingTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$66,633
Program Service Revenue
$0
Investment Income
$18,653
Other Revenue
$519
All Other Contributions
$66,633
Change in Net Assets
$35,736
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$25,515
Professional Fundraising Fees$13,107
Total Fundraising Expense$13,107
Grants and Similar Amounts Paid$11,447
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Professional Fundraising--$13,107$13,107
Grants to Domestic Orgs$11,447--$11,447
Fees for Services Accounting-$9,268-$9,268
Other Expenses-$6,210-$6,210
Office Expenses-$2,708-$2,708
All Other Expenses-$387-$387
Total Functional Expenses$11,447$25,515$13,107$50,069
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$13,107
Fundraising Gross Income$3,471
Fundraising Direct Expenses$2,952
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
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

“The foundation has members.”

Member election for additional members Part VI line 7A

“The organizations members elect the members of the governing body.”

Governing body decisions Part VI line 7B

“During the member meetings items come before the governing body and are voted on.”

Form 990 governing body review Part VI line 11

“The completed form is distributed to all the organzations directors for their review and input prior to filing.”

Conflict of interest policy compliance Part VI line 12C

“Each matter coming before the organizations directors is reviewed by all the directors to address. If any conflicts exists the director involved would be excused from the discussion and decision.”

Governing documents etc available to public Part VI line 19

“Available upon request.”

Filing and Contact Details

Filer

Filer Name
Beta Phi Foundation Inc
EIN
35-1861547
Address
PO Box 2853, West Lafayette, IN 47996-2853

Signing Officer

Name
Bruce L Pershing
Title
Treasurer
Phone
7654632311
Signed
2022-04-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Conti
Formed
1992
Legal Domicile
In
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
15

Preparer

Firm
Jennifer Pershing LLC
Address
PO Box 2853, West Lafayette, IN 47906
Preparer
Jennifer Pershing
Phone
3174501939
Supplemental Narrative

Financial Statement Notes

Endowment funds intended uses (Part V, line 4)

“Endowments have been established to provide academic support and merit-based scholarships tostudents attending Purdue University.”

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Endowments have been established to provide academic support and merit-based scholarships tostudents attending Purdue University.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Endowment funds intended uses (Part V, line 4)
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The foundation has members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organizations members elect the members of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2During the member meetings items come before the governing body and are voted on.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The completed form is distributed to all the organzations directors for their review and input prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Each matter coming before the organizations directors is reviewed by all the directors to address. If any conflicts exists the director involved would be excused from the discussion and decision.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bruce L Pershing
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07654632311
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Beta Phi Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0BETA
ReturnHeader/Filer/EIN0351861547
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 2853
ReturnHeader/Filer/USAddress/CityNm0West Lafayette
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ReturnHeader/Filer/USAddress/ZIPCd0479962853
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0833314242
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jennifer Pershing LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 2853

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$971,829
Liabilities
$0
Net assets
$971,829
Revenue
$85,805
Expenses
$50,069
Net income
$35,736
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.08$0.06$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.06$0.07$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.08$0.07$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.09$0.05$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.12$0.03$0.09