Civic Intelligence

Beta Sigma Phi Charitable Foundation

990 • Fiscal year 2023 • EIN 43-0913993

Aug 01, 2022 to Jul 31, 2023 • Filed on Jun 17, 2024

400 East Bannister Road Suite EKansas City, MO 64131

(816) 444-6800

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

8th percentile

0.00x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

1st percentile

-313%

Higher net margin than 1% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

53rd percentile

$132,103

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 163.3% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

18th percentile

-4.2%

Faster asset growth than 18% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

29th percentile

-6.2%

Faster revenue growth than 29% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Flat

$5,847,386

Flat from 2023

Net Assets

Flat

$5,847,386

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Flat

$80,883

Flat from 2023

Expenses

Flat

$334,293

Flat from 2023

Net Income

Flat

-$253,410

Flat from 2023

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 2023: $5,847,386Liabilities 2023: $0Net Assets 2023: $5,847,3862023Assets 2024: $4,630,298Liabilities 2024: $0Net Assets 2024: $4,630,2982024

Highlighted filing

2023

Assets$5,847,386
Liabilities$0
Net Assets$5,847,386

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 2023: $80,883Expenses 2023: $334,293Net Income 2023: -$253,4102023Revenue 2024: $248,195Expenses 2024: $1,062,672Net Income 2024: -$814,4772024

Highlighted filing

2023

Revenue$80,883
Expenses$334,293
Net Income-$253,410
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Jun 17, 2024
Return Version
2022v5.0
Gross Receipts
$5,045,724
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 administer contributions intended by the donors to be used for purposes listed in part iii.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,828,466$5,602,183▼ $226,283
Receivables From Officers Etc$192,433$203,745▲ $11,312
Cash and Non-Interest-Bearing Accounts$79,897$41,458▼ $38,439
Total Assets$6,100,796$5,847,386▼ $253,410
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$6,100,796$5,847,386▼ $253,410
Total Net Assets Fund Balance$6,100,796$5,847,386▼ $253,410
Total Liabilities and Net Assets / Fund Balance$6,100,796$5,847,386▼ $253,410

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$6,537,622$293,885▲ $13,280$13$6,523,774
2021$6,537,622$180,367▼ $338,663$325$6,100,794
2020$6,389,903$160,005▲ $359,413$92$6,537,622
2019$6,426,458$158,908▲ $182,048$2,450$6,389,903
2018$6,776,094$153,719▲ $50,073$8,798$6,426,458
Compensation and Service Providers

Employees

NameTitleOtherTotal
Laura Ross WingfieldDirector/president$132,103$132,103
Melissa WhitedDirector/treasurer$89,181$89,181
Samantha AliceaDirector$88,770$88,770
Revenue and Support

Revenue Composition

Contributions and Grants
$293,885
Program Service Revenue
$0
Investment Income
$-213,002
Other Revenue
$0
All Other Contributions
$293,885
Change in Net Assets
$-253,410
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$321,000
Other Expenses$13,293
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$160,000--$160,000
Grants to Domestic Orgs$151,000--$151,000
Fees for Service Investment Mgmnt Fees-$13,280-$13,280
Foreign Grants$10,000--$10,000
Other Expenses-$13-$13
Total Functional Expenses$321,000$13,293$0$334,293
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ALZHEIMER'S FOUNDATIONNew 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 HopeAlloway, NJ501(c)(3)Grant$10,000
Rett SyndromeClinton, MD501(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
$10,000

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 America - Canada and Mexico, But Not the United StatesGrantmaking---$10,000
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$192,433$203,745▲ $11,312
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
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, samantha alicea, & 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 11B

The accounting personnel gather information 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 for the same period of disclosure as set forth in section 6104(d).

Filing and Contact Details

Filer

Filer Name
Beta Sigma Phi Charitable Foundation
EIN
43-0913993
Phone
8164446800
Address
400 EAST BANNISTER ROAD SUITE E, KANSAS CITY, MO 64131

Signing Officer

Name
Melissa Whited
Title
Treasurer
Phone
8164446800
Signed
2024-06-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melissa Whited
Formed
1968
Legal Domicile
Mo
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Creative Planning Tax LLC
Address
10401 HOLMES RD STE 400, KANSAS CITY, MO 64131
Preparer
Cassandra Tremonti CPA
Phone
8165259699
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.

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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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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt092
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt039561
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06426458
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0158908
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06389903
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0335500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0182048
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt02450
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt051630
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06776094
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0153719
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06426458
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0493000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt050073
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt08798
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/RegionTotalExpendituresAmt010000
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0GRANTMAKING
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd01
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt010000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0CHECK
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt00
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0GENERAL OPERATIONS
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/ValuationMethodUsedDesc0CASH
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt010000
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/SupplementalInformationDetail/FormAndLineReferenceDesc1PART III ACCOUNTING METHOD:
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt010000
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt085000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt175000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0WALTER R. ROSS MEMORIAL SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1DISASTER RELIEF GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt085
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt175
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/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt70
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/BusinessNameLine1Txt0DANA-FARBER CANCER INSTITUTE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1HARVESTOR'S BACKSNACK PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2MEDICAL TEAMS INTERNATIONAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3RETT SYNDROME
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4ST LUKE'S MID-AMERICA HEART & VASCULAR INSTITUTE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5ALZHEIMER'S FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6CAMP-MAK-A-DREAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7RANCH HOPE
IRS990ScheduleI/RecipientTable/RecipientEIN0042263040
IRS990ScheduleI/RecipientTable/RecipientEIN1431208665
IRS990ScheduleI/RecipientTable/RecipientEIN2930878944
IRS990ScheduleI/RecipientTable/RecipientEIN3521417739
IRS990ScheduleI/RecipientTable/RecipientEIN4440545297
IRS990ScheduleI/RecipientTable/RecipientEIN5911792864
IRS990ScheduleI/RecipientTable/RecipientEIN6810472959
IRS990ScheduleI/RecipientTable/RecipientEIN7221739545
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt044 BINNEY STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13801 TOPPING AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt214150 SW MILTON COURT
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt39121 PISCATAWAY RD 2B
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt44401 WORNALL ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5322 EIGHTH AVENUE 16TH FLOOR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6PO BOX 1450
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7PO BOX 325
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BOSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1KANSAS CITY
IRS990ScheduleI/RecipientTable/USAddress/CityNm2TIGARD
IRS990ScheduleI/RecipientTable/USAddress/CityNm3CLINTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm4KANSAS CITY
IRS990ScheduleI/RecipientTable/USAddress/CityNm5NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/CityNm6MISSOULA
IRS990ScheduleI/RecipientTable/USAddress/CityNm7ALLOWAY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3MD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4MO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6MT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7NJ
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002115
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd164129
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd297224
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd320735
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd464111
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd510001
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd659806
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd708001
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/Total501c3OrgCnt017
IRS990ScheduleI/TotalOtherOrgCnt017
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/TransactionDesc0MANAGEMENT FEE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0203745
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/TotalBalanceDueAmt0203745
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LAURA ROSS WINGFIELD, SAMANTHA ALICEA, & MELISSA WHITED HAVE BUSINESS RELATIONSHIPS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BETA SIGMA PHI HAS DELEGATED WALTER W. ROSS & COMPANY TO PERFORM THE MANAGEMENT DUTIES FOR BETA SIGMA PHI.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ACCOUNTING PERSONNEL GATHER INFORMATION 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICERS, 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0440232720
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C

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
2023Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.08$0.33$0.25
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