Civic Intelligence

Beta Sigma Phi Charitable Foundation

990 • Fiscal year 2012 • EIN 43-0913993

Aug 01, 2011 to Jul 31, 2012 • Filed on Jun 15, 2013

1800 West 91st Place64114
Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2012 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

56th percentile

3.1%

Faster asset growth than 56% of similar nonprofits.

2012 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$8,695,449

Up $262,799 (+3.1%) from 2011

Net Assets

Up

$8,695,449

Up $262,799 (+3.1%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$359,227

Up $18,194 (+5.3%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $8,393,050Liabilities 2010: $0Net Assets 2010: $8,393,0502010Assets 2011: $8,432,650Liabilities 2011: $0Net Assets 2011: $8,432,6502011Assets 2012: $8,695,449Liabilities 2012: $0Net Assets 2012: $8,695,4492012Assets 2013: $8,655,909Liabilities 2013: $0Net Assets 2013: $8,655,9092013Assets 2014: $8,613,415Liabilities 2014: $0Net Assets 2014: $8,613,4152014Assets 2015: $8,213,340Liabilities 2015: $0Net Assets 2015: $8,213,3402015Assets 2016: $7,717,634Liabilities 2016: $0Net Assets 2016: $7,717,6342016Assets 2017: $7,310,199Liabilities 2017: $0Net Assets 2017: $7,310,1992017Assets 2018: $6,637,081Liabilities 2018: $0Net Assets 2018: $6,637,0812018Assets 2019: $6,287,445Liabilities 2019: $0Net Assets 2019: $6,287,4452019Assets 2020: $6,389,903Liabilities 2020: $0Net Assets 2020: $6,389,9032020Assets 2021: $6,537,623Liabilities 2021: $0Net Assets 2021: $6,537,6232021Assets 2022: $6,100,796Liabilities 2022: $0Net Assets 2022: $6,100,7962022Assets 2023: $5,847,386Liabilities 2023: $0Net Assets 2023: $5,847,3862023Assets 2024: $4,630,298Liabilities 2024: $0Net Assets 2024: $4,630,2982024

Highlighted filing

2012

Assets$8,695,449
Liabilities$0
Net Assets$8,695,449

Operations Trend

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2010: $282,9742010Expenses 2011: $341,0332011Expenses 2012: $359,2272012Expenses 2013: $319,8052013Revenue 2014: $378,080Expenses 2014: $354,430Net Income 2014: $23,6502014Revenue 2015: $285,236Expenses 2015: $522,467Net Income 2015: -$237,2312015Revenue 2016: $126,009Expenses 2016: $611,178Net Income 2016: -$485,1692016Revenue 2017: $165,494Expenses 2017: $630,600Net Income 2017: -$465,1062017Revenue 2018: $80,985Expenses 2018: $618,170Net Income 2018: -$537,1852018Revenue 2019: $14,704Expenses 2019: $553,428Net Income 2019: -$538,7242019Revenue 2020: $212,046Expenses 2020: $377,511Net Income 2020: -$165,4652020Revenue 2021: $182,253Expenses 2021: $385,910Net Income 2021: -$203,6572021Revenue 2022: $86,207Expenses 2022: $293,756Net Income 2022: -$207,5492022Revenue 2023: $80,883Expenses 2023: $334,293Net Income 2023: -$253,4102023Revenue 2024: $248,195Expenses 2024: $1,062,672Net Income 2024: -$814,4772024

Highlighted filing

2012

Revenue-
Expenses$359,227
Net Income-
Jump To
Filing Snapshot
Filing Period
Aug 1, 2011 to Jul 31, 2012
Signed
Jun 15, 2013
Return Version
2011v1.5
Gross Receipts
$940,343
Mission and Program Overview

Mission

The foundation's mission is to accept charitable donations from the members of beta sigma phi and to make grants in furtherance of charitable purposes that are consistent with the intents of the donors.

Major Activities

Activity 2
Walter w. Ross memorial scholarship fund - provide scholarships to members and their families
Activity 3
Disaster relief fund - provide aid and assistance to qualified members who are in need due to a natural disaster.
Filing and Contact Details

Filer

EIN
43-0913993
Raw XML AppendixShowing 400 of 651 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
IRS990/AccountantCompileOrReview0false
IRS990/AccountsPayableAccruedExpenses/BOY00
IRS990/AccountsPayableAccruedExpenses/EOY00
IRS990/AccountsReceivable/BOY00
IRS990/AccountsReceivable/EOY00
IRS990/ActivitiesConductedPartnership0false
IRS990/Activity2/Description0WALTER W. ROSS MEMORIAL SCHOLARSHIP FUND - PROVIDE SCHOLARSHIPS TO MEMBERS AND THEIR FAMILIES
IRS990/Activity2/Expense040500
IRS990/Activity2/Grants040500
IRS990/Activity2/Revenue00
IRS990/Activity3/Description0DISASTER RELIEF FUND - PROVIDE AID AND ASSISTANCE TO QUALIFIED MEMBERS WHO ARE IN NEED DUE TO A NATURAL DISASTER.
IRS990/Activity3/Expense030000
IRS990/Activity3/Grants030000
IRS990/Activity3/Revenue00
IRS990/ActivityOrMissionDescription0THE BETA SIGMA PHI CHARITABLE FOUNDATION WAS FORMED FOR THE PURPOSE OF HANDLING AND ADMINISTERING CONTRIBUTIONS AND BEQUESTS INTENDED BY THE DONORS TO BE USED FOR PURPOSES LISTED ON THE FORM 990, PART III.
IRS990/AddressPrincipalOfficerUS/AddressLine101800 WEST 91ST PLACE
IRS990/AddressPrincipalOfficerUS/City0KANSAS CITY
IRS990/AddressPrincipalOfficerUS/State0MO
IRS990/AddressPrincipalOfficerUS/ZIPCode064114
IRS990/Advertising/Total00
IRS990/AllOtherContributions0388527
IRS990/AllOtherExpenses/ManagementAndGeneral0727
IRS990/AllOtherExpenses/Total0727
IRS990/AnnualDisclosureCoveredPersons0true
IRS990/AuditCommittee0true
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BenefitsToMembers/Total00
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CashNonInterestBearing/BOY0301658
IRS990/CashNonInterestBearing/EOY0619053
IRS990/ChangesToOrganizingDocs0false
IRS990/CollectionsOfArt0false
IRS990/CompCurrentOfficersDirectors/Total00
IRS990/CompDisqualPersons/Total00
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0false
IRS990/CompensationProcessOther0false
IRS990/ConferencesMeetings/Total00
IRS990/ConflictOfInterestPolicy0true
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContributionsGrantsCurrentYear0388527
IRS990/ContributionsGrantsPriorYear0141328
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0false
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DeferredRevenue/BOY00
IRS990/DeferredRevenue/EOY00
IRS990/DelegationOfManagementDuties0true
IRS990/DepreciationDepletion/Total00
IRS990/DescribedIn501C30true
IRS990/Description0INTERNATIONAL ENDOWMENT FUND - PROVIDE CONTINUING DONATIONS TO VARIOUS PUBLIC CHARITIES
IRS990/DisregardedEntity0false
IRS990/DocumentRetentionPolicy0true
IRS990/DonorAdvisedFunds0false
IRS990/ElectionOfBoardMembers0false
IRS990/EscrowAccountLiability/BOY00
IRS990/EscrowAccountLiability/EOY00
IRS990/ExcessBenefitTransaction0false
IRS990/Expense0191000
IRS990/FamilyOrBusinessRelationship0true
IRS990/FederalGrantAuditRequired0false
IRS990/FeesForServicesAccounting/ManagementAndGeneral026821
IRS990/FeesForServicesAccounting/Total026821
IRS990/FeesForServicesInvstMgmntFees/ManagementAndGeneral021130
IRS990/FeesForServicesInvstMgmntFees/Total021130
IRS990/FeesForServicesLegal/Total00
IRS990/FeesForServicesLobbying/Total00
IRS990/FeesForServicesManagement/ManagementAndGeneral031049
IRS990/FeesForServicesManagement/Total031049
IRS990/FeesForServicesOther/Total00
IRS990/FeesForServicesProfFundraising/Total00
IRS990/FinancialStatementSeparate0X
IRS990/FollowSFAS1170X
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignGrants/ProgramServices025000
IRS990/ForeignGrants/Total025000
IRS990/ForeignOffice0false
IRS990/Form8282PropertyDisposedOf0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.0
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/NamePerson0LAURA ROSS WINGFIELD
IRS990/Form990PartVIISectionA/NamePerson1MELISSA WHITED
IRS990/Form990PartVIISectionA/NamePerson2LOLA RUBY
IRS990/Form990PartVIISectionA/NamePerson3SAMANTHA ULMER
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/OtherCompensation07222
IRS990/Form990PartVIISectionA/OtherCompensation1520
IRS990/Form990PartVIISectionA/OtherCompensation2520
IRS990/Form990PartVIISectionA/OtherCompensation37222
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs0120898
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs159872
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs236120
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs357922
IRS990/Form990PartVIISectionA/Title0DIRECTOR/PRESIDENT
IRS990/Form990PartVIISectionA/Title1DIRECTOR/TREASURER
IRS990/Form990PartVIISectionA/Title2DIRECTOR
IRS990/Form990PartVIISectionA/Title3DIRECTOR
IRS990/Form990ProvidedToGoverningBody0true
IRS990/FormersListed0false
IRS990/FSAudited0true
IRS990/FundraisingActivities0false
IRS990/FundsToPayPremiums0false
IRS990/GainOrLoss/Securities0-87529
IRS990/Gaming0false
IRS990/Grants0191000
IRS990/GrantsAndSimilarAmntsCY0261500
IRS990/GrantsAndSimilarAmntsPriorYear0255040
IRS990/GrantsPayable/BOY00
IRS990/GrantsPayable/EOY00
IRS990/GrantsToDomesticIndividuals/ProgramServices081500
IRS990/GrantsToDomesticIndividuals/Total081500
IRS990/GrantsToDomesticOrgs/ProgramServices0155000
IRS990/GrantsToDomesticOrgs/Total0155000
IRS990/GrantsToIndividuals0true
IRS990/GrantsToOrganizations0true
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Securities0260636
IRS990/GrossReceipts0940343
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IncomeFromInvestBondProceeds/TotalRevenueColumn00
IRS990/IndependentAuditFinancialStmt0true
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartVII0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InformationTechnology/Total00
IRS990/Insurance/Total00
IRS990/IntangibleAssets/BOY00
IRS990/IntangibleAssets/EOY00
IRS990/Interest/Total00
IRS990/InventoriesForSaleOrUse/BOY00
IRS990/InventoriesForSaleOrUse/EOY00
IRS990/InvestmentIncomeCurrentYear0203651
IRS990/InvestmentIncome/ExclusionAmount0291180
IRS990/InvestmentIncomePriorYear0269269
IRS990/InvestmentIncome/TotalRevenueColumn0291180
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsOtherSecurities/BOY00
IRS990/InvestmentsOtherSecurities/EOY00
IRS990/InvestmentsProgramRelated/BOY055885
IRS990/InvestmentsProgramRelated/EOY049555
IRS990/InvestmentsPubTradedSecurities/BOY08075107
IRS990/InvestmentsPubTradedSecurities/EOY08026841
IRS990/LandBuildingsEquipmentBasisNet/BOY00
IRS990/LessCostOthBasisSalesExpenses/Securities0348165
IRS990/LoansFromOfficersDirectors/BOY00
IRS990/LoansFromOfficersDirectors/EOY00
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0THE FOUNDATION'S MISSION IS TO ACCEPT CHARITABLE DONATIONS FROM THE MEMBERS OF BETA SIGMA PHI AND TO MAKE GRANTS IN FURTHERANCE OF CHARITABLE PURPOSES THAT ARE CONSISTENT WITH THE INTENTS OF THE DONORS.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0true
IRS990/MortNotesPyblSecuredInvestProp/BOY00
IRS990/MortNotesPyblSecuredInvestProp/EOY00
IRS990/NameOfPrincipalOfficerPerson0LAURA ROSS WINGFIELD
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers04
IRS990/NbrVotingMembersGoverningBody04
IRS990/NetAssetsOrFundBalancesBOY08432650
IRS990/NetAssetsOrFundBalancesEOY08695449
IRS990/NetGainOrLossInvestments/ExclusionAmount0-87529
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0-87529
IRS990/NetIncomeFromFundraisingEvents/TotalRevenueColumn00
IRS990/NetIncomeFromGaming/TotalRevenueColumn00
IRS990/NetIncomeOrLoss/TotalRevenueColumn00
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/Occupancy/Total00
IRS990/OfficeExpenses/ManagementAndGeneral01000
IRS990/OfficeExpenses/Total01000
IRS990/OfficerEntityWithBsnssRltnshp0true
IRS990/OfficerMailingAddress0false
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY00
IRS990/OtherAssetsTotal/EOY00
IRS990/OtherEmployeeBenefits/Total00
IRS990/OtherExpensePriorYear085993
IRS990/OtherExpensesCurrentYear097727
IRS990/OtherExpenses/Description0BAD DEBT EXPENSE
IRS990/OtherExpenses/Description1_
IRS990/OtherExpenses/Description2_
IRS990/OtherExpenses/Description3_
IRS990/OtherExpenses/ManagementAndGeneral017000
IRS990/OtherExpenses/Total017000
IRS990/OtherLiabilities/BOY00
IRS990/OtherLiabilities/EOY00
IRS990/OtherNotesLoansReceivableNet/BOY00
IRS990/OtherNotesLoansReceivableNet/EOY00
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear00
IRS990/OtherSalariesAndWages/Total00
IRS990/PartialLiquidation0false
IRS990/PaymentsToAffiliates/Total00
IRS990/PayrollTaxes/Total00
IRS990/PensionPlanContributions/Total00
IRS990/PermanentlyRestrictedNetAssets/BOY00
IRS990/PermanentlyRestrictedNetAssets/EOY00
IRS990/PledgesAndGrantsReceivable/BOY00
IRS990/PledgesAndGrantsReceivable/EOY00
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PrepaidExpensesDeferredCharges/BOY00
IRS990/PrepaidExpensesDeferredCharges/EOY00
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/ReceivablesFromDisqualPersons/BOY00
IRS990/ReceivablesFromDisqualPersons/EOY00
IRS990/ReceivablesFromOfficersEtc/BOY00
IRS990/ReceivablesFromOfficersEtc/EOY00
IRS990/ReconcilationOtherChanges029848
IRS990/ReconcilationRevenueExpenses0232951
IRS990/RegularMonitoringEnforcement0true
IRS990/RelatedEntity0true
IRS990/RelatedOrgControlledEntity0true
IRS990/ReportFin48Footnote0true
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/Revenue00
IRS990/RevenuesLessExpensesCY0232951
IRS990/RevenuesLessExpensesPriorYear069564
IRS990/RoyaltiesRevenue/TotalRevenueColumn00
IRS990/Royalties/Total00
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990/SavingsAndTempCashInvestments/BOY00
IRS990/SavingsAndTempCashInvestments/EOY00
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear0388527
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year0141328
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years0161520
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years051787
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years0212620
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0955782
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear0291180
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year0197069
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years0289363
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years0294516
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years0370875
IRS990ScheduleA/GrossInvestmentIncome170/Total01443003
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.39844
IRS990ScheduleA/PublicSupportPertcentPriorYear00.32419
IRS990ScheduleA/PublicSupportTotal1700955782
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear0388527
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year0141328
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years0161520
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years051787
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years0212620
IRS990ScheduleA/Total170/Total0955782
IRS990ScheduleA/TotalSupport02398785
IRS990/ScheduleBRequired0false
IRS990ScheduleD/AreRelatedOrgsListedScheduleR0true
IRS990ScheduleD/BoardDesignatedEOYBalance00.00000
IRS990ScheduleD/CurrentYear/AdministrativeExpenses052179
IRS990ScheduleD/CurrentYear/BeginningOfYearBalance08432650
IRS990ScheduleD/CurrentYear/Contributions0388527
IRS990ScheduleD/CurrentYear/EndOfYearBalance08695449
IRS990ScheduleD/CurrentYear/GrantsOrScholarships0261500
IRS990ScheduleD/CurrentYear/InvestmentEarningsOrLosses0233499
IRS990ScheduleD/CurrentYearMinus1Year/AdministrativeExpenses054634
IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance08393050
IRS990ScheduleD/CurrentYearMinus1Year/Contributions0141328
IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance08432650
IRS990ScheduleD/CurrentYearMinus1Year/GrantsOrScholarships0255040
IRS990ScheduleD/CurrentYearMinus1Year/InvestmentEarningsOrLosses0239305
IRS990ScheduleD/CurrentYearMinus1Year/OtherExpenditures031359
IRS990ScheduleD/CurrentYearMinus2Years/AdministrativeExpenses031049
IRS990ScheduleD/CurrentYearMinus2Years/BeginningOfYearBalance08153724
IRS990ScheduleD/CurrentYearMinus2Years/Contributions0161520
IRS990ScheduleD/CurrentYearMinus2Years/EndOfYearBalance08393050
IRS990ScheduleD/CurrentYearMinus2Years/GrantsOrScholarships0220000
IRS990ScheduleD/CurrentYearMinus2Years/InvestmentEarningsOrLosses0360780
IRS990ScheduleD/CurrentYearMinus2Years/OtherExpenditures031925
IRS990ScheduleD/CurrentYearMinus3Years/AdministrativeExpenses028462
IRS990ScheduleD/CurrentYearMinus3Years/BeginningOfYearBalance08048588
IRS990ScheduleD/CurrentYearMinus3Years/Contributions051787
IRS990ScheduleD/CurrentYearMinus3Years/EndOfYearBalance08153724
IRS990ScheduleD/CurrentYearMinus3Years/GrantsOrScholarships0271000
IRS990ScheduleD/CurrentYearMinus3Years/InvestmentEarningsOrLosses0377604
IRS990ScheduleD/CurrentYearMinus3Years/OtherExpenditures024793
IRS990ScheduleD/CurrentYear/OtherExpenditures045548
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs0true
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs0false
IRS990ScheduleD/ExcessOrDeficitForYear0232951
IRS990ScheduleD/ExcessOrDeficitPerFS0262799
IRS990ScheduleD/ExpensesNotRptdOnFinStmt021130
IRS990ScheduleD/ExpensesSubtotal0338097
IRS990ScheduleD/FederalIncomeTaxLiability00
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE ORGANIZATION MAINTAINS SEVEN ENDOWMENT FUNDS. THE INTERNATIONAL ENDOWMENT FUND WAS ESTABLISHED TO PROVIDE CONTINUING DONATIONS TO VARIOUS CHARITIES APPROVED BY THE MEMBERSHIP. THE EXEMPLAR FUND WAS ESTABLISHED BY THE EXEMPLAR AND PRECEPTOR CHAPTERS OF BETA SIGMA PHI TO ISSUE SCHOLARSHIPS TO BETA SIGMA PHI MEMBERS. THE INTERNATIONAL LOAN FUND WAS CREATED TO PROVIDE INTEREST-FREE LOANS, TO BE REPAID WITHIN TEN YEARS, TO BETA SIGMA PHI MEMBERS IN NEED DUE TO ILLNESS OR INJURY. THE WALTER W. ROSS MEMORIAL SCHOLARSHIP FUND WAS CREATED TO PROVIDE SCHOLARSHIPS TO BETA SIGMA PHI MEMBERS, THEIR CHILDREN AND GRANDCHILDREN. THE BETTY CENTER MEMORIAL DISASTER FUND WAS ESTABLISHED TO COLLECT CONTRIBUTIONS FROM MEMBERS TO PROVIDE DISASTER RELIEF ASSISTANCE GRANTS TO MEMBERS WHO HAVE SUFFERED LOSSES FROM A NATURAL DISASTER. THE BREAST CANCER FUND WAS CREATED TO PROVIDE PERIODIC CONTRIBUTIONS DESIGNATED FOR USE IN BREAST CANCER RESEARCH. THE WALTER W. ROSS LITERARY SCHOLARSHIP FUND WAS ESTABLISHED TO PROVIDE SCHOLARSHIPS FOR ENGLISH OR JOURNALISM MAJORS TO BETA SIGMA PHI MEMBERS, THEIR CHILDREN, AND GRANDCHILDREN.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0ORGANIZATION'S ENDOWMENT FUNDS
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1UNCERTAIN TAX POSITIONS DISCLOSURE
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0SCHEDULE D, PART V, LINE 4
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference1SCHEDULE D, PART X, LINE 2
IRS990ScheduleD/InvestmentExpensesNotIncluded021130
IRS990ScheduleD/InvestmentExpensesNotIncluded2021130
IRS990ScheduleD/NetUnrealizedGainsInvestments029848
IRS990ScheduleD/NetUnrealizedGLOnInvestments029848
IRS990ScheduleD/PermanentEndowmentEOYBalance00.00000
IRS990ScheduleD/RevenueNotRptdF990029848
IRS990ScheduleD/RevenueNotRptdOnFinStmt021130
IRS990ScheduleD/RevenueSubtotal0571048
IRS990ScheduleD/TermEndowmentEOYBalance01.00000
IRS990ScheduleD/TotalAdjustments029848
IRS990ScheduleD/TotalExpenses0359227
IRS990ScheduleD/TotalExpensesPerForm9900359227
IRS990ScheduleD/TotalOfAmounts00
IRS990ScheduleD/TotalRevenue0592178
IRS990ScheduleD/TotalRevenuePerForm9900592178
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0338097
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0600896
IRS990ScheduleF/AcctsActvsOutUSTable/NumberOfEmployees00
IRS990ScheduleF/AcctsActvsOutUSTable/NumberOfOffices00
IRS990ScheduleF/AcctsActvsOutUSTable/Region0North America
IRS990ScheduleF/AcctsActvsOutUSTable/SpecificServicesProvided0GRANTMAKING
IRS990ScheduleF/AcctsActvsOutUSTable/TotalExpenditures025000
IRS990ScheduleF/AcctsActvsOutUSTable/TypeOfActivitiesConducted0Grantmaking
IRS990ScheduleF/BoycottCountries0false
IRS990ScheduleF/ForeignPartnership0false
IRS990ScheduleF/Form990ScheduleFPartV/Explanation0THE MEMBERS WILL COMPLETE A BALLOT OF ORGANIZATIONS THAT THEY WOULD LIKE TO FUND FOR THE NEXT THREE YEARS. THEN OVER THE NEXT 3 YEARS, BETA SIGMA PHI WILL CONTRIBUTE FUNDS TO THOSE ORGANIZATIONS BASED ON THE MEMBERS' BALLOTS. ALL GRANT RECOMMENDATIONS ARE REVIEWED TO INSURE THAT THE GRANT IS FOR CHARITABLE PURPOSES AND NO GOODS OR SERVICES WILL BE RECEIVED.
IRS990ScheduleF/Form990ScheduleFPartV/Identifier0ORGANIZATION'S PROCEDURES FOR MONITORING GRANTS
IRS990ScheduleF/Form990ScheduleFPartV/ReturnReference0SCHEDULE F, PART I, LINE 2
IRS990ScheduleF/GrantRecordsMaintained0true
IRS990ScheduleF/GrantsToOrgsOutsideUS/AmountOfCashGrant010000
IRS990ScheduleF/GrantsToOrgsOutsideUS/AmountOfCashGrant110000
IRS990ScheduleF/GrantsToOrgsOutsideUS/PurposeOfGrant0GENERAL OPERATIONS
IRS990ScheduleF/GrantsToOrgsOutsideUS/PurposeOfGrant1GENERAL OPERATIONS
IRS990ScheduleF/GrantsToOrgsOutsideUS/Region0North America
IRS990ScheduleF/GrantsToOrgsOutsideUS/Region1North America
IRS990ScheduleF/InterestInForeignTrust0false
IRS990ScheduleF/OwnForeignCorp0false
IRS990ScheduleF/PassiveForeignInvestCo0false
IRS990ScheduleF/SubtotalAmountSpent025000
IRS990ScheduleF/SubtotalNumberOfEmployees00
IRS990ScheduleF/SubtotalNumberOfOffices00
IRS990ScheduleF/TotalAmountSpent025000
IRS990ScheduleF/TotalNumberOf501c3Orgs02
IRS990ScheduleF/TotalNumberOfEmployees00
IRS990ScheduleF/TotalNumberOfOffices00
IRS990ScheduleF/TotalNumberOfOtherOrgs00
IRS990ScheduleF/TransferToForeignCorp0false
IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfCashGrant040500
IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfCashGrant129000
IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfCashGrant22000
IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfCashGrant310000
IRS990ScheduleI/Form990ScheduleIPartIII/NumberOfRecipients050
IRS990ScheduleI/Form990ScheduleIPartIII/NumberOfRecipients129
IRS990ScheduleI/Form990ScheduleIPartIII/NumberOfRecipients22
IRS990ScheduleI/Form990ScheduleIPartIII/NumberOfRecipients310
IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant0WALTER ROSS MEMORIAL SCHOLARSHIPS
IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant1DISASTER RELIEF GRANTS
IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant2EXEMPLAR SCHOLARSHIPS
IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant3LITERACY SCHOLARSHIPS
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0THE MEMBERS WILL COMPLETE A BALLOT OF ORGANIZATIONS THAT THEY WOULD LIKE TO FUND FOR THE NEXT THREE YEARS. THEN OVER THE NEXT 3 YEARS, BETA SIGMA PHI WILL CONTRIBUTE FUNDS TO THOSE ORGANIZATIONS BASED ON THE MEMBERS' BALLOTS. ALL GRANT RECOMMENDATIONS ARE REVIEWED TO INSURE THAT THE GRANT IS FOR CHARITABLE PURPOSES AND NO GOODS OR SERVICES WILL BE RECEIVED. FOR THE DETERMINATION OF SCHOLARSHIPS, BETA SIGMA PHI DELEGATES TO OUTSIDE SELECTION COMMITTEES (USUALLY SELECTED COLLEGE PROFESSORS) TO DETERMINE THE RECIPIENTS TO RECEIVE THE SCHOLARSHIP AND OTHER ASSISTANCE. SCHOLARSHIPS ARE FOR INSTITUTIONAL FINANCIAL AID AND ARE APPLIED TO THE STUDENT'S ACCOUNT.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0ORGANIZATION'S PROCEDURES FOR MONITORING GRANTS
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0SCHEDULE I, PART I, LINE 2
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine10225 N MICHIGAN AVE FL 17
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1144 BINNEY STREET
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine129121 PISCATAWAY RD 2B
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1345 SAWMILL ROAD
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine143001 BROADWAY STREET NE
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine15262 DANNY THOMAS PLACE
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine164401 WORNALL ROAD
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1714150 SW MILTON CT
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine18PO BOX 1450
IRS990ScheduleI/RecipientTable/AddressUS/City0CHICAGO
IRS990ScheduleI/RecipientTable/AddressUS/City1BOSTON

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.63$0.00$4.63$0.25$1.06$0.81
2023Summary only. Only limited summary data is available for this year.$5.85$0.00$5.85$0.08$0.33$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.10$0.00$6.10$0.09$0.29$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.54$0.00$6.54$0.18$0.39$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.39$0.00$6.39$0.21$0.38$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.29$0.00$6.29$0.01$0.55$0.54
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.64$0.00$6.64$0.08$0.62$0.54
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.31$0.00$7.31$0.17$0.63$0.47
2016Detailed filing. Detailed filing data is available for this year.$7.72$0.00$7.72$0.13$0.61$0.49
2015Detailed filing. Detailed filing data is available for this year.$8.21$0.00$8.21$0.29$0.52$0.24
2014Detailed filing. Detailed filing data is available for this year.$8.61$0.00$8.61$0.38$0.35$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.66$0.00$8.66$0.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.70$0.00$8.70$0.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.43$0.00$8.43$0.34
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.39$0.00$8.39$0.28