Civic Intelligence

Beta Phi Foundation Inc.

990 • Fiscal year 2023 • EIN 35-1861547

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 07, 2024

Organization ProfileN/A
PO Box 944Lafayette, IN 47901

(785) 556-4571

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

15th percentile

-21%

Higher net margin than 15% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

56th percentile

$6,500

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 11.0% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

64th percentile

10%

Faster asset growth than 64% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

12th percentile

-30%

Faster revenue growth than 12% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$927,233

Up $87,530 (+10%) from 2022

Net Assets

Up

$927,233

Up $87,530 (+10%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin15th percentile

Revenue

Down

$58,977

Down $24,802 (-30%) from 2022

Expenses

Up

$71,402

Up $3,284 (+4.8%) from 2022

Net Income

Down

-$12,425

Down $28,086 (-179%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2023

Assets$927,233
Liabilities$0
Net Assets$927,233
Open 2023 Filing

Operations Trend

Revenue Growth12th 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

2023

Revenue$58,977
Expenses$71,402
Net Income-$12,425
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 7, 2024
Return Version
2023v5.0
Gross Receipts
$88,028
Mission and Program Overview

Mission

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

To provide scholarships, grants and other financial aid to students of purdue university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$839,703$927,233▲ $87,530
Investments in Publicly Traded Securities$759,948$834,009▲ $74,061
Savings and Temporary Cash Investments$28,013$52,215▲ $24,202
Cash and Non-Interest-Bearing Accounts$19,130$21,449▲ $2,319
Other Notes and Loans Receivable, Net$32,612$19,560▼ $13,052
Total Assets$839,703$927,233▲ $87,530
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$839,703$927,233▲ $87,530
Total Liabilities and Net Assets / Fund Balance$839,703$927,233▲ $87,530

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$305,237$20,760▲ $59,482-$347,275
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
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleBaseTotal
Angela CunninghamTreasurer$6,500$6,500

Board Members and Trustees

NameTitle
Rich RussellChairman
Bill KinderCurrent Pres
Joe ContiPast Preside
Rex MartinSecretary/hi
Chuck RiceVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$34,550
Program Service Revenue
$0
Investment Income
$25,103
Other Revenue
$-676
All Other Contributions
$34,550
Change in Net Assets
$-12,425
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$43,050
Professional Fundraising Fees$17,052
Total Fundraising Expense$17,052
Salaries, Compensation, and Employee Benefits$6,500
Grants and Similar Amounts Paid$4,800

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$17,260-$17,260
Fees for Services Professional Fundraising--$17,052$17,052
Current Officers, Directors, Trustees, and Key Employees-$6,500-$6,500
Grants to Domestic Individuals$4,800--$4,800
Office Expenses-$4,601-$4,601
All Other Expenses$1,780$1,234-$3,014
Other Expenses$2,741--$2,741
Insurance-$2,272-$2,272
Fees for Services Legal-$413-$413
Total Functional Expenses$22,070$32,280$17,052$71,402
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$17,052
Fundraising Direct Expenses$3,156
Fundraising Gross Income$2,480
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

Form 990, Page 6, Part VI, Line 6

“The foundation has members.”

Form 990, Page 6, Part VI, Line 7A

“The organization's members elect the members of the governing body.”

Form 990, Page 6, Part VI, Line 7B

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

Form 990, Page 6, Part VI, Line 11B

“The completed form is distributed to all of the organization's directors for their review and input prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Each matter coming before the organization's directors is reviewed by all of the directors to address. If any conflict exists the director involved is excused from the discussion and decision.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Beta Phi Foundation Inc
EIN
35-1861547
Phone
7855564571
Address
PO BOX 944, LAFAYETTE, IN 47901

Signing Officer

Name
Angela Cunningham
Title
Treasurer
Phone
7855564571
Signed
2024-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bill Kinder
Formed
1992
Legal Domicile
In
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Huth Thompson Llp
Address
PO BOX 970, LAFAYETTE, IN 47902-0970
Preparer
Lincoln B Perkins
Phone
7654285000
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, 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/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02586
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.07510
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENTS HAVE BEEN ESTABLISHED TO PROVIDE ACADEMIC SUPPORT AND MERIT- BASED SCHOLARSHIPS TO STUDENTS ATTENDING PURDUE UNIVERSITY.
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IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0MAILINGS
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IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt017498
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0PENNINGTON & COMPANY
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt017052
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt0501 GATEWAY DRIVE
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0LAWRENCE
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IRS990ScheduleG/TotalRetainedByContractorsAmt017052
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S 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 OF THE ORGANIZATION'S DIRECTORS FOR THEIR REVIEW AND INPUT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EACH MATTER COMING BEFORE THE ORGANIZATION'S DIRECTORS IS REVIEWED BY ALL OF THE DIRECTORS TO ADDRESS. IF ANY CONFLICT EXISTS THE DIRECTOR INVOLVED IS EXCUSED FROM THE DISCUSSION AND DECISION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt0839703
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt032280
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt022070
IRS990/TotalFunctionalExpensesGrp/TotalAmt071402
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0927233
IRS990/TotalProgramServiceExpensesAmt022070
IRS990/TotalReportableCompFromOrgAmt06500
IRS990/TotalRevenueGrp/ExclusionAmt024427
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt058977
IRS990/TotalVolunteersCnt06
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0927233
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 944
IRS990/USAddress/CityNm0LAFAYETTE
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IRS990/USAddress/ZIPCd047902
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGELA CUNNINGHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07855564571
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BETA PHI FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BETA
ReturnHeader/Filer/EIN0351861547
ReturnHeader/Filer/PhoneNum07855564571
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 944
ReturnHeader/Filer/USAddress/CityNm0LAFAYETTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047901
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352055043
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUTH THOMPSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 970
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAFAYETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0479020970
ReturnHeader/PreparerPersonGrp/PhoneNum07654285000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINCOLN B PERKINS
ReturnHeader/ReturnTs02024-11-11T08:55:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$927,233
Liabilities
$0
Net assets
$927,233
Revenue
$58,977
Expenses
$71,402
Net income
-$12,425
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