Civic Intelligence

Beta Sigma Phi Charitable Foundation

990 • Fiscal year 2016 • EIN 43-0913993

Aug 01, 2015 to Jul 31, 2016 • Filed on Jun 15, 2017

Organization ProfileN/A
1800 W 91st PlaceKansas City, MO 64114

(816) 444-6800

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.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

6th percentile

0.00x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

1st percentile

-385%

Higher net margin than 1% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

16th percentile

-6.0%

Faster asset growth than 16% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-56%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets6th percentile

Assets

Down

$7,717,634

Down $495,706 (-6.0%) from 2015

Net Assets

Down

$7,717,634

Down $495,706 (-6.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin1st percentile

Revenue

Down

$126,009

Down $159,227 (-56%) from 2015

Expenses

Up

$611,178

Up $88,711 (+17%) from 2015

Net Income

Down

-$485,169

Down $247,938 (-105%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

2016

Assets$7,717,634
Liabilities$0
Net Assets$7,717,634
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

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

2016

Revenue$126,009
Expenses$611,178
Net Income-$485,169
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Jun 15, 2017
Return Version
2015v3.0
Gross Receipts
$202,350
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.

To handle and administer contributions and bequests intended by the donors to be used for purposes listed on the form 990, part iii.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,753,000$7,303,809▼ $449,191
Cash and Non-Interest-Bearing Accounts$259,491$241,539▼ $17,952
Receivables From Officers Etc$165,641$172,286▲ $6,645
Investments Program Related$35,208--
Total Assets$8,213,340$7,717,634▼ $495,706
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$8,213,340$7,717,634▼ $495,706
Total Net Assets Fund Balance$8,213,340$7,717,634▼ $495,706
Total Liabilities and Net Assets / Fund Balance$8,213,340$7,717,634▼ $495,706

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$8,213,340$202,350▼ $86,878$54,938$7,717,634
2014$8,613,415$252,324▼ $129,932$17,972$8,213,340
2013$8,655,909$63,239▲ $239,454$24,077$8,613,415
2012$8,695,449$129,411▲ $150,854$60,878$8,655,909
2011$8,432,650$388,527▲ $233,499$45,548$8,695,449
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
Laura Ross WingfieldDirector/president$148,745$148,745
Melissa WhitedDirector/treasurer$86,421$86,421
Samantha UlmerDirector$82,289$82,289
Lola RubyDirector$38,658$38,658
Revenue and Support

Revenue Composition

Contributions and Grants
$202,350
Program Service Revenue
$0
Investment Income
$-76,341
Other Revenue
$0
All Other Contributions
$202,350
Change in Net Assets
$-485,169
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$505,000
Other Expenses$106,178
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$310,000--$310,000
Grants to Domestic Individuals$175,000--$175,000
Fees for Services Legal-$32,791-$32,791
Fees for Service Investment Mgmnt Fees-$27,953-$27,953
Fees for Services Management-$23,287-$23,287
Fees for Services Accounting-$21,953-$21,953
Foreign Grants$20,000--$20,000
Other Expenses-$194-$194
Total Functional Expenses$505,000$106,178$0$611,178
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ALZHEIMER'S ASSOCIATIONChicago, IL501(c)(3)Grant$10,000
CROHN'S & COLITIS FOUNDATION OF AMERICANew York, NY501(c)(3)Grant$10,000
Camp Mak-a DreamMissoula, MT501(c)(3)Grant$10,000
Dana-farber Cancer InstituteBoston, MA501(c)(3)Grant$10,000
HARVESTOR'S BACKSNACK PROGRAMKansas City, MO501(c)(3)Grant$10,000
Medical Teams InternationalTigard, OR501(c)(3)Grant$10,000
Ranch Hope IncAlloway, NJ501(c)(3)Grant$10,000
ST LUKE'S MID-AMERICA HEART & VASCULAR INSTITUTEKansas City, MO501(c)(3)Grant$10,000

International Summary

Offices
0
Employees
0
Spending
$20,000

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North AmericaGrantmaking---$20,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-LAURA ROSS WINGFIELD IS ON THE ORG'S BOARD & AN OWNER OF WALTER ROSS & CO.Management FeeNo$23,287

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$165,641$172,286▲ $6,645
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Laura ross wingfield, lola ruby, samantha umer, & melissa whited have business relationships.”

Form 990, Part VI, Section A, Line 3

“Beta sigma phi has delegated walter w. Ross & company to perform the management duties for beta sigma phi.”

Form 990, Part VI, Section B, Line 11

“The accounting personnel gather informaiton to prepare the form 990 tax return. This information is then given to an independent accounting firm who prepares and reviews the form 990. The final form 990 with all required schedules is provided to all voting members of the board prior to the filing ot the form 990.”

Form 990, Part VI, Section B, Line 12C

“Officers, directors, and key employees annually review and sign a document that asks several questions reflecting potential conflict of interest statements and states the organization's conflict of interest policy.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Beta Sigma Phi Charitable Foundation
EIN
43-0913993
Phone
8164446800
Address
1800 W 91ST PLACE, KANSAS CITY, MO 64114

Signing Officer

Name
Melissa Whited
Title
Treasurer
Phone
8164446800
Signed
2017-06-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melissa Whited
Formed
1968
Legal Domicile
Mo
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
4

Preparer

Firm
Miller Haviland Ketter Pc Pa
Address
1901 W 47TH PLACE SUITE 204, WESTWOOD, KS 66205
Preparer
Douglas C Miller
Phone
9134322727
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The 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.”

Raw XML AppendixShowing 400 of 530 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.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0BAD DEBT RECOVERIES - 2013 AMOUNT: $ 9,243.
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0129411
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0388527
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01035851
IRS990ScheduleA/TotalSupportAmt01973798
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt051240
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt08213340
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0202350
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt07717634
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0505000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-86878
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt054938
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt055688
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt08613415
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0252324
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08213340
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0448807
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-129932
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt017972
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt054110
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt08655909
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt063239
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt08613415
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0267000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0239454
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt024077
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt051927
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt08695449
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0129411
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt08655909
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0207000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0150854
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt060878
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt052179
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt08432650
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0388527
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt08695449
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0261500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0233499
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt045548
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt020000
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0NORTH AMERICA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0GRANTMAKING
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd01
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt010000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt110000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0CHECK
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt1CHECK
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0GENERAL OPERATIONS
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt1GENERAL OPERATIONS
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0NORTH AMERICA
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt1NORTH AMERICA
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/ValuationMethodUsedDesc0CASH
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/ValuationMethodUsedDesc1CASH
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt020000
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION'S PROCEDURES FOR MONITORING GRANTS THE MEMBERS WILL COMPLETE A BALLOT OF ORGANIZATIONS THAT THEY WOULD LIKE TO FUND FOR THE NEXT THREE YEARS. THEN OVER THE NEXT THREE YEARS, BETA SIGMA PHI WILL CONTRIBUTE FUNDS TO THOSE ORGANIZATIONS BASED ON THE MEMBERS' BALLOTS. ALL GRANT RECOMMENDATIONS ARE REVIEWED TO ENSURE THAT THE GRANT IS FOR CHARITABLE PURPOSES AND NO GOODS OR SERVICES WILL BE RECEIVED.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleF/Total501c3OrgCnt02
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt020000
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt086000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt189000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0WALTER R. ROSS MEMORIAL SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1DISASTER RELIEF GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt086
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt189
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/CashGrantAmt410000
IRS990ScheduleI/RecipientTable/CashGrantAmt510000
IRS990ScheduleI/RecipientTable/CashGrantAmt610000
IRS990ScheduleI/RecipientTable/CashGrantAmt710000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7GRANT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ALZHEIMER'S ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CAMP MAK-A DREAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CROHN'S & COLITIS FOUNDATION OF AMERICA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3DANA-FARBER CANCER INSTITUTE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4HARVESTOR'S BACKSNACK PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5ST LUKE'S MID-AMERICA HEART & VASCULAR INSTITUTE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6RANCH HOPE INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7MEDICAL TEAMS INTERNATIONAL
IRS990ScheduleI/RecipientTable/RecipientEIN0133039601
IRS990ScheduleI/RecipientTable/RecipientEIN1810472959
IRS990ScheduleI/RecipientTable/RecipientEIN2136193105
IRS990ScheduleI/RecipientTable/RecipientEIN3042263040
IRS990ScheduleI/RecipientTable/RecipientEIN4431208665
IRS990ScheduleI/RecipientTable/RecipientEIN5440545297
IRS990ScheduleI/RecipientTable/RecipientEIN6221739545
IRS990ScheduleI/RecipientTable/RecipientEIN7930878944
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0225 N MICHIGAN AVE FL 17
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 1450
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2386 PARK AVENUE SOUTH 17TH FLOOR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt344 BINNEY STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt43801 TOPPING AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt54401 WORNALL ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt645 SAWMILL ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt714150 SW MILTON COURT
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHICAGO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1MISSOULA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/CityNm3BOSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm4KANSAS CITY
IRS990ScheduleI/RecipientTable/USAddress/CityNm5KANSAS CITY
IRS990ScheduleI/RecipientTable/USAddress/CityNm6ALLOWAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm7TIGARD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4MO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5MO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6NJ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060601
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd159806
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd210016
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd302115
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd464129
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd564111
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd608001
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd797224
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE MEMBERS WILL COMPLETE A BALLOT OF ORGANIZATIONS THAT THEY WOULD LIKE TO FUND FOR THE NEXT THREE YEARS. THEN OVER THE NEXT THREE YEARS, BETA SIGMA PHI WILL CONTRIBUTE FUNDS TO THOSE ORGANIZATIONS BASED ON THE MEMBERS' BALLOTS. ALL GRANT RECOMMENDATIONS ARE REVIEWED TO ENSURE 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 RECIEVE THE SCHOLARSHIP AND OTHER ASSISTANCE. SCHOLARSHIPS ARE FOR INSTITUTIONAL FINANCIAL AID AND ARE APPLIED TO THE STUDENT'S ACCOUNT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt08
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0WALTER W ROSS & COMPANY INC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0LAURA ROSS WINGFIELD IS ON THE ORG'S BOARD & AN OWNER OF WALTER ROSS & CO.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt023287
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0MANAGEMENT FEE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0172286
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0WALTER W ROSS & COMPANY INC
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0WORKING CAPITAL
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0150000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0WALTER W ROSS AND CO. IS THE MANAGEMENT CORPORATION FOR BETA SIGMA PHI INTL
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/TotalBalanceDueAmt0172286
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LAURA ROSS WINGFIELD, LOLA RUBY, SAMANTHA UMER, & MELISSA WHITED HAVE BUSINESS RELATIONSHIPS.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,717,634
Liabilities
$0
Net assets
$7,717,634
Revenue
$126,009
Expenses
$611,178
Net income
-$485,169
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
Peer Organizations

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