Civic Intelligence

Beta Phi Foundation Inc.

990 • Fiscal year 2022 • EIN 35-1861547

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 22, 2023

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

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

69th percentile

19%

Higher net margin than 69% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

17th percentile

-14%

Faster asset growth than 17% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

36th percentile

-2.4%

Faster revenue growth than 36% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$839,703

Down $132,126 (-14%) from 2021

Net Assets

Down

$839,703

Down $132,126 (-14%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin69th percentile

Revenue

Down

$83,779

Down $2,026 (-2.4%) from 2021

Expenses

Up

$68,118

Up $18,049 (+36%) from 2021

Net Income

Down

$15,661

Down $20,075 (-56%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2022

Assets$839,703
Liabilities$0
Net Assets$839,703
Open 2022 Filing

Operations Trend

Revenue Growth36th 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

2022

Revenue$83,779
Expenses$68,118
Net Income$15,661
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 22, 2023
Return Version
2022v5.0
Gross Receipts
$117,172
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$971,829$839,703▼ $132,126
Investments in Publicly Traded Securities$897,901$759,948▼ $137,953
Other Notes and Loans Receivable, Net$12,562$32,612▲ $20,050
Savings and Temporary Cash Investments$6,807$28,013▲ $21,206
Cash and Non-Interest-Bearing Accounts$54,559$19,130▼ $35,429
Total Assets$971,829$839,703▼ $132,126
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$971,829$839,703▼ $132,126
Total Liabilities and Net Assets / Fund Balance$971,829$839,703▼ $132,126

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$254,281$46,759▲ $12,643-$305,237
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
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$63,888
Program Service Revenue
$0
Investment Income
$20,905
Other Revenue
$-1,014
All Other Contributions
$63,888
Change in Net Assets
$15,661
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$33,301
Grants and Similar Amounts Paid$19,710
Professional Fundraising Fees$15,107
Total Fundraising Expense$15,107
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$19,710--$19,710
Other Expenses-$19,424-$19,424
Fees for Services Professional Fundraising--$15,107$15,107
Fees for Services Accounting-$10,093-$10,093
Office Expenses-$1,016-$1,016
Conferences and Meetings-$1,000-$1,000
All Other Expenses-$150-$150
Total Functional Expenses$19,710$33,301$15,107$68,118
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$15,107
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
Backup withholding compliance
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
2023-04-22
Discuss with paid preparer
No

Organization Details

Principal Officer
Joe Conti
Formed
1992
Legal Domicile
In
Voting Board Members
9
Independent Board Members
9
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 to students attending Purdue University.”

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Endowments have been established to provide academic support and merit-based scholarships to students attending Purdue University.
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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.
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Bruce L Pershing
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07654632311
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Beta Phi Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0BETA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$839,703
Liabilities
$0
Net assets
$839,703
Revenue
$83,779
Expenses
$68,118
Net income
$15,661
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