Civic Intelligence

Beta XI Ast Incorporated

990EZ • Fiscal year 2021 • EIN 38-2548462

Jun 01, 2020 to May 31, 2021 • Filed on Jun 22, 2023

PO Box 462Houghton, MI 49931

(425) 615-0309

Siviq Scores

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

Liabilities / Assets

75th percentile

0.35x

Higher debt load relative to assets than 75% of similar nonprofits.

2021 filings • 501(c)2 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

77th percentile

1.50x

Higher debt load relative to revenue than 77% of similar nonprofits.

2021 filings • 501(c)2 • <$500k nonprofits • Source year 2021

Net Margin

81st percentile

39%

Higher net margin than 81% of similar nonprofits.

2021 filings • 501(c)2 • <$500k nonprofits • Source year 2021

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2021 filings • 501(c)2 • <$500k nonprofits • Source year 2021

Asset Growth

80th percentile

7.0%

Faster asset growth than 80% of similar nonprofits.

2021 filings • 501(c)2 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

24th percentile

-19%

Faster revenue growth than 24% of similar nonprofits.

2021 filings • 501(c)2 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$301,068

Up $19,824 (+7.0%) from 2020

Net Assets

$195,839

No earlier filing loaded for comparison.

Liabilities

Down

$105,229

Down $7,930 (-7.0%) from 2020

Revenue

Down

$70,255

Down $16,377 (-19%) from 2020

Expenses

Down

$43,015

Down $7,014 (-14%) from 2020

Net Income

Down

$27,240

Down $9,363 (-26%) from 2020

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $155,554Liabilities 2011: $185,6102011Assets 2012: $147,865Liabilities 2012: $177,1052012Assets 2013: $142,016Liabilities 2013: $168,0482013Assets 2014: $147,076Liabilities 2014: $160,5922014Assets 2015: $183,880Liabilities 2015: $155,1482015Assets 2016: $209,739Liabilities 2016: $149,1682016Assets 2017: $206,230Liabilities 2017: $143,0062017Assets 2018: $242,592Liabilities 2018: $136,5652018Assets 2019: $255,550Liabilities 2019: $124,0682019Assets 2020: $281,244Liabilities 2020: $113,1592020Assets 2021: $301,068Liabilities 2021: $105,229Net Assets 2021: $195,8392021Assets 2022: $329,214Liabilities 2022: $6,088Net Assets 2022: $323,1262022Assets 2023: $305,315Liabilities 2023: $5,688Net Assets 2023: $299,6272023Assets 2024: $125,236Liabilities 2024: $4,488Net Assets 2024: $120,7482024

Highlighted filing

2021

Assets$301,068
Liabilities$105,229
Net Assets$195,839

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $51,503Expenses 2011: $56,448Net Income 2011: -$4,9452011Revenue 2012: $58,320Expenses 2012: $57,504Net Income 2012: $8162012Revenue 2013: $53,106Expenses 2013: $49,898Net Income 2013: $3,2082013Revenue 2014: $68,281Expenses 2014: $55,765Net Income 2014: $12,5162014Revenue 2015: $93,057Expenses 2015: $50,809Net Income 2015: $42,2482015Revenue 2016: $74,634Expenses 2016: $39,154Net Income 2016: $35,4802016Revenue 2017: $74,541Expenses 2017: $71,888Net Income 2017: $2,6532017Revenue 2018: $90,945Expenses 2018: $48,701Net Income 2018: $42,2442018Revenue 2019: $107,467Expenses 2019: $81,353Net Income 2019: $26,1142019Revenue 2020: $86,632Expenses 2020: $50,029Net Income 2020: $36,6032020Revenue 2021: $70,255Expenses 2021: $43,015Net Income 2021: $27,2402021Revenue 2022: $175,460Expenses 2022: $45,209Net Income 2022: $130,2512022Revenue 2023: $117,084Expenses 2023: $138,463Net Income 2023: -$21,3792023Revenue 2024: $68,087Expenses 2024: $249,646Net Income 2024: -$181,5592024

Highlighted filing

2021

Revenue$70,255
Expenses$43,015
Net Income$27,240
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Jun 22, 2023
Return Version
2020v4.0
Gross Receipts
$70,255
Mission and Program Overview

Mission

Hold title to real estate for exempt organizatoin and collect income, manage expenses and make improvements to said real estate.

Hold title to real estate and related furnishings for exempt organization and collect income for them.

Program Services

DescriptionGrantsExpenses
HOLD TITLE TO REAL ESTATE AND RELATED FURNISHINGS FOR EXEMPT ORGANIZATION AND COLLECT INCOME FOR THEM.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENISE DUTTERAdvisorPT$0--
TESSA MLINARPresidentPT$0--
ALAYNA STARLLVice PresidePT$0--
BRIANNA ELBETrusteePT$0--
KAITLYN BRADYSecretaryPT$0--
MARIA WALCZYKTrusteePT$0--
JEANNIE DECLERCKAdvisorPT$0--
ALANA MENZTrusteePT$0--
TAMMY BONIFIELDTreasurer/AdPT$0--
Filing and Contact Details

Filer

Filer Name
Beta Xi-ast Inc
EIN
38-2548462
Phone
4256150309
Address
PO BOX 462, HOUGHTON, MI 49931

Signing Officer

Name
Tammy Bonifield
Title
Treasurer/advisor
Phone
9063373218
Signed
2023-06-22

Preparer

Firm
Cole Newton & Duran Cpas
Address
33762 SCHOOLCRAFT RD, LIVONIA, MI 48150
Preparer
Gretchen Stuart CPA
Phone
7344272030
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses bank fees 1,249 quickbooks online 275 po box 106 telephone 543 paypal fees 168 supplies 80 interest expense 6,024 insurance expense 4,675 rental license 100 annual report 20 furniture and equipment 307 omega fi fees 2,928 tv & internet 1,653 non-investment depreciation 3,692 total 21,820

Form 990-ez, Part I, Line 20

UNREALIZED GAIN 514

Form 990-ez, Part II, Line 24

Equipment 280,984 285,774 less accumulated depreciation 185,195 187,434 improvements 20,000 20,000 less accumulated depreciation 20,000 20,000 improvements 15,203 15,203 less accumulated depreciation 438 991 fixed asset wip 0 1,935 5,690 0 total 116,244 114,487

Form 990-ez, Part II, Line 26

Mortgage payable 113,159 101,271 security deposits 0 3,958

Form 990-ez, Part III

Hold title to real estate and related furnishings for exempt organization and collect income for them.

Raw XML Appendix141 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0DENISE DUTTER
CompensationExplanation/CompensationExplanationGrp/PersonNm1TESSA MLINAR
CompensationExplanation/CompensationExplanationGrp/PersonNm2ALAYNA STARLL
CompensationExplanation/CompensationExplanationGrp/PersonNm3BRIANNA ELBE
CompensationExplanation/CompensationExplanationGrp/PersonNm4KAITLYN BRADY
CompensationExplanation/CompensationExplanationGrp/PersonNm5MARIA WALCZYK
CompensationExplanation/CompensationExplanationGrp/PersonNm6JEANNIE DECLERCK
CompensationExplanation/CompensationExplanationGrp/PersonNm7ALANA MENZ
CompensationExplanation/CompensationExplanationGrp/PersonNm8TAMMY BONIFIELD
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TAMMY BONIFIELD
IRS990EZ/BooksInCareOfDetail/PhoneNum07346129280
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 462
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOUGHTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd049931
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0149000
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0170581
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09071
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt027240
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0475
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0281244
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0301068
IRS990EZ/GrossReceiptsAmt070255
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01005
IRS990EZ/LandAndBuildingsGrp/BOYAmt016000
IRS990EZ/LandAndBuildingsGrp/EOYAmt016000
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0168085
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0195839
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0168085
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0195839
IRS990EZ/OccupancyRentUtltsAndMaintAmt020720
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt57.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt615.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt815.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DENISE DUTTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TESSA MLINAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALAYNA STARLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRIANNA ELBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KAITLYN BRADY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARIA WALCZYK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JEANNIE DECLERCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ALANA MENZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8TAMMY BONIFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0ADVISOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ADVISOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TREASURER/AD
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0116244
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0114487
IRS990EZ/OtherChangesInNetAssetsAmt0514
IRS990EZ/OtherExpensesTotalAmt021820
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HOLD TITLE TO REAL ESTATE AND RELATED FURNISHINGS FOR EXEMPT ORGANIZATION AND COLLECT INCOME FOR THEM.
IRS990EZ/ProgramServiceRevenueAmt060179
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HOLD TITLE TO REAL ESTATE AND RELATED FURNISHINGS FOR EXEMPT ORGANIZATION AND COLLECT INCOME FOR THEM.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0113159
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0105229
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043015
IRS990EZ/TotalRevenueAmt070255
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 1,249 QUICKBOOKS ONLINE 275 PO BOX 106 TELEPHONE 543 PAYPAL FEES 168 SUPPLIES 80 INTEREST EXPENSE 6,024 INSURANCE EXPENSE 4,675 RENTAL LICENSE 100 ANNUAL REPORT 20 FURNITURE AND EQUIPMENT 307 OMEGA FI FEES 2,928 TV & INTERNET 1,653 NON-INVESTMENT DEPRECIATION 3,692 TOTAL 21,820
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN 514
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EQUIPMENT 280,984 285,774 LESS ACCUMULATED DEPRECIATION 185,195 187,434 IMPROVEMENTS 20,000 20,000 LESS ACCUMULATED DEPRECIATION 20,000 20,000 IMPROVEMENTS 15,203 15,203 LESS ACCUMULATED DEPRECIATION 438 991 FIXED ASSET WIP 0 1,935 5,690 0 TOTAL 116,244 114,487
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MORTGAGE PAYABLE 113,159 101,271 SECURITY DEPOSITS 0 3,958
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HOLD TITLE TO REAL ESTATE AND RELATED FURNISHINGS FOR EXEMPT ORGANIZATION AND COLLECT INCOME FOR THEM.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMMY BONIFIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER/ADVISOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09063373218
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BETA XI-AST INC
ReturnHeader/Filer/BusinessNameControlTxt0BETA
ReturnHeader/Filer/EIN0382548462
ReturnHeader/Filer/PhoneNum04256150309
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 462
ReturnHeader/Filer/USAddress/CityNm0HOUGHTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049931
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383146599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COLE NEWTON & DURAN CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt033762 SCHOOLCRAFT RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LIVONIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048150
ReturnHeader/PreparerPersonGrp/PhoneNum07344272030
ReturnHeader/PreparerPersonGrp/PreparationDt02023-06-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GRETCHEN STUART CPA
ReturnHeader/ReturnTs02023-06-22T16:23:06-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TAMMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BONIFIELD
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.25$0.04$1.21$0.68$2.50$1.82
2023Detailed filing. Detailed filing data is available for this year.$3.05$0.06$3.00$1.17$1.38$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.29$0.06$3.23$1.75$0.45$1.30
2021Detailed filing. Detailed filing data is available for this year.$3.01$1.05$1.96$0.70$0.43$0.27
2020Summary only. Only limited summary data is available for this year.$2.81$1.13$0.87$0.50$0.37
2019Summary only. Only limited summary data is available for this year.$2.56$1.24$1.07$0.81$0.26
2018Summary only. Only limited summary data is available for this year.$2.43$1.37$0.91$0.49$0.42
2017Summary only. Only limited summary data is available for this year.$2.06$1.43$0.75$0.72$0.03
2016Summary only. Only limited summary data is available for this year.$2.10$1.49$0.75$0.39$0.35
2015Summary only. Only limited summary data is available for this year.$1.84$1.55$0.93$0.51$0.42
2014Summary only. Only limited summary data is available for this year.$1.47$1.61$0.68$0.56$0.13
2013Summary only. Only limited summary data is available for this year.$1.42$1.68$0.53$0.50$0.03
2012Summary only. Only limited summary data is available for this year.$1.48$1.77$0.58$0.58$0.01
2011Summary only. Only limited summary data is available for this year.$1.56$1.86$0.52$0.56$0.05