Beta-Chi Educational Foundation

990EZ • Fiscal year 2013 • EIN 43-1688382

Jun 01, 2012 to May 31, 2013 • Filed on Jan 13, 2014

Organization Profile www.beta-chi.com

1851 Dougherty Terrace Drive63021

Siviq Scores

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

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

-11%

Higher net margin than 23% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

-28%

Faster asset growth than 15% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet

Liabilities / Assets53rd percentile

Assets

Down

$32,993

Down $12,940 (-28%) from 2012

Net Assets

Down

$32,993

Down $12,940 (-28%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin23rd percentile

Revenue

$117,347

No earlier filing loaded for comparison.

Expenses

Down

$130,287

Down $1,214,785 (-90%) from 2012

Net Income

-$12,940

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

Highlighted filing

2013

Assets$32,993

Liabilities$0

Net Assets$32,993

Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2013

Revenue$117,347

Expenses$130,287

Net Income-$12,940

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jun 1, 2012 to May 31, 2013
Signed: Jan 13, 2014
Return Version: 2012v2.1

Mission and Program Overview

Mission

To provide scholarship awards and educational facilities.

Filing and Contact Details

Filer

EIN: 43-1688382

Raw XML Appendix185 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
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IRS990EZ/AmountOfTaxImposedOnOrgMgr	0	0
IRS990EZ/AmountOfTaxReimbursedByOrg	0	0
IRS990EZ/CashSavingsAndInvestments/BOY	0	45933
IRS990EZ/CashSavingsAndInvestments/EOY	0	32993
IRS990EZ/ContributionsGiftsGrantsEtc	0	116601
IRS990EZ/CostOtherBasisAndSalesExpenses	0	23262
IRS990EZ/DirectIndirectPoliticalExpend	0	0
IRS990EZ/DoesOrgHaveHospital	0	0
IRS990EZ/EngagedInExcessBenefitTrans	0	0
IRS990EZ/EngageInLobbyingActivities	0	0
IRS990EZ/EngagePoliticalCmpgnActivities	0	0
IRS990EZ/ExcessOrDeficitForYear	0	-12940
IRS990EZ/FeesAndOthPymtToIndContractors	0	3017
IRS990EZ/FiledScheduleA	0	1
IRS990EZ/ForeignFinancialAccount	0	0
IRS990EZ/ForeignOffice	0	0
IRS990EZ/GainOrLossFromSaleOfAssets	0	742
IRS990EZ/GrantsAndSimilarAmountsPaid	0	127000
IRS990EZ/GrossAmountFromSaleOfAssets	0	24004
IRS990EZ/GrossReceipts	0	140609
IRS990EZ/InfoInScheduleOPartI	0	X
IRS990EZ/InfoInScheduleOPartIII	0	X
IRS990EZ/InfoInScheduleOPartV	0	X
IRS990EZ/InfoInScheduleOPartVI	0	X
IRS990EZ/InvestmentIncome	0	4
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	0
IRS990EZ/MadeLoansToFromOfficers	0	0
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	0
IRS990EZ/MethodOfAccountingAccrual	0	X
IRS990EZ/NetAssetsOrFundBalances/BOY	0	45933
IRS990EZ/NetAssetsOrFundBalancesBOY	0	45933
IRS990EZ/NetAssetsOrFundBalances/EOY	0	32993
IRS990EZ/NetAssetsOrFundBalancesEOY	0	32993
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	0.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	0.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	2	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	3	0.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	4	0.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	5	0.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	5	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	5	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	5	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	ROBERT HOFFMANN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	STEPHEN HOFFMANN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	RICHARD F MANNING
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	GRANT MABIE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	4	THEODORE RUPPERT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	5	MICAHEL MEYER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	4	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	5	DIRECTOR
IRS990EZ/OperatingSchool	0	0
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	0
IRS990EZ/OrganizationHadUBI	0	0
IRS990EZ/OtherChangesInNetAssets	0	0
IRS990EZ/OtherExpensesTotal	0	270
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	TO PROVIDE SCHOLARSHIP AWARDS AND EDUCATIONAL FACILITIES
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	TO DEVELOP AND MAINTAIN EDUCATIONAL FACILITIES INCLUDING A STUDY ROOM, LIBRARY, AND COMPUTER ROOM FOR THE MEMBERS OF THE BETA CHI CHAPTER OF THE KAPPA SIGMA FRATERNITY. THE FACILITY IS CURRENTLY OWNED BY THE ALUMNI HOUSE FUND ASSOCIATION. THESE TWO ORGANIZATIONS WORK CLOSING TOGETHER TO PLAN AND IMPLEMENT THE EDUCATIONAL GOALS OF THE ORGANIZATION.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	1	TO PROVIDE SCHOLARSHIP MONEY TO QUALIFIED STUDENTS.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	0	127000
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	1	0
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	0	127000
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	1	0
IRS990EZ/ProhibitedTaxShelterTrans	0	0
IRS990EZ/RelatedOrgControlledEntity	0	0
IRS990EZ/RelatedOrgSection527Org	0	0
IRS990EZ/SubjectToProxyTax	0	0
IRS990EZ/SumOfTotalLiabilities/BOY	0	0
IRS990EZ/SumOfTotalLiabilities/EOY	0	0
IRS990EZ/TanningServicesProvided	0	0
IRS990EZ/TaxImposedUnderIRC4911	0	0
IRS990EZ/TaxImposedUnderIRC4912	0	0
IRS990EZ/TaxImposedUnderIRC4955	0	0
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	1851 DOUGHERTY TERRACE DR
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	MANCHESTER
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	MO
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	63021
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine1	0	RICHARD F MANNING
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	3142328594
IRS990EZ/TotalAssets/BOY	0	45933
IRS990EZ/TotalAssets/EOY	0	32993
IRS990EZ/TotalExpenses	0	130287
IRS990EZ/TotalProgramServiceExpenses	0	127000
IRS990EZ/TotalRevenue	0	117347
IRS990EZ/TotNumberOfOthEmplPaidOver100k	0	0
IRS990EZ/TotNumCntrctPdOver100KProfSer	0	0
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	1
IRS990EZ/WebSite	0	N/A
IRS990ScheduleA/AmountsSubstContributorsTotal	0	1436394
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear	0	116601
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year	0	1357432
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years	0	591859
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years	0	242891
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years	0	121385
IRS990ScheduleA/GiftsGrantsContribReceived170/Total	0	2430168
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear	0	4
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year	0	3
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years	0	55
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years	0	23
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years	0	71
IRS990ScheduleA/GrossInvestmentIncome170/Total	0	156
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus1Year	0	150
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus2Years	0	3
IRS990ScheduleA/OtherIncome170/Total	0	153
IRS990ScheduleA/PubliclySupportedOrg170b1Avi	0	X
IRS990ScheduleA/PublicSupportPertcentage170	0	0.40890
IRS990ScheduleA/PublicSupportPertcentPriorYear	0	0.37390
IRS990ScheduleA/PublicSupportTotal170	0	993774
IRS990ScheduleA/ThirtyThreePercntTestsCY170	0	X
IRS990ScheduleA/Total170/CurrentTaxYear	0	116601
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year	0	1357432
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years	0	591859
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years	0	242891
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years	0	121385
IRS990ScheduleA/Total170/Total	0	2430168
IRS990ScheduleA/TotalSupport	0	2430477
IRS990ScheduleB/ContributorInfo/AggregateContributions	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine2	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber	0	RESTRICTED
IRS990ScheduleO/GeneralExplanation/Explanation	0	INTEREST INCOME 4..
IRS990ScheduleO/GeneralExplanation/Explanation	1	ACTIVITY CLASSIFICATION: GRANTS FOR EDUCATIONAL FACILITIES. GRANTEE NAME: THE ALUMNI HOUSE FUND ASSOCIATION . GRANTEE ADDRESS: 1851 DOUGHERTY TERRACE DRIVE MANCHESTER, MO 63021. AMOUNT GIVEN: 127,000.
IRS990ScheduleO/GeneralExplanation/Explanation	2	DESCRIPTION: OFFICE EXPENSES. AMOUNT: 270.
IRS990ScheduleO/GeneralExplanation/Explanation	3	THE BETA CHI EDUCATIONAL FOUNDATION MADE A GRANT TO THE ALUMNI HOUSE FUND ASSOCIATION, A RELATED NON-CHARITABLE ORGANIZATION EXEMPT UNDER IRC SECTION 501(C)(7), WHOSE PRIMARY ACTIVITY IS TO ENSURE QUALITY HOUSING FOR THE MEMBERS OF THE KAPPA SIGMA FRATERNITY AT THE MISSOURI UNIVERSITY OF SCIENCE & TECHNOLOGY.
IRS990ScheduleO/GeneralExplanation/Identifier	0	OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier	1	GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier	2	OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier	3	FORM 990-EZ, PART VI, LINE 49A:
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	FORM 990-EZ, PART I, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference	1	FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference	2	FORM 990-EZ, PART I, LINE 16
TransferPrsnlBnftContractsDecl/Declaration	0	THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/Filer/EIN	0	431688382
ReturnHeader/Filer/Name/BusinessNameLine1	0	BETA CHI EDUCATIONAL FOUNDATION
ReturnHeader/Filer/NameControl	0	BETA
ReturnHeader/Filer/Phone	0	3142328594
ReturnHeader/Filer/USAddress/AddressLine1	0	1851 DOUGHERTY TERRACE DRIVE
ReturnHeader/Filer/USAddress/City	0	MANCHESTER
ReturnHeader/Filer/USAddress/State	0	MO
ReturnHeader/Filer/USAddress/ZIPCode	0	63021
ReturnHeader/Officer/AuthorizeThirdParty	0	1
ReturnHeader/Officer/DateSigned	0	2014-01-13
ReturnHeader/Officer/Name	0	RICHARD F MANNING
ReturnHeader/Officer/Phone	0	3142328594
ReturnHeader/Officer/Title	0	TREASURER
ReturnHeader/PreparerFirm/EIN	0	430642511
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	STONE CARLIE AND COMPANY LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	101 S HANLEY ROAD SUITE 800
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	ST LOUIS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	MO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	63105
ReturnHeader/Preparer/Name	0	MARIE N CARLIE CPA
ReturnHeader/Preparer/Phone	0	3148891100
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-06-01
ReturnHeader/TaxPeriodEndDate	0	2013-05-31
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2014-01-13T09:20:01-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $32,993
Liabilities: $0
Net assets: $32,993
Revenue: $117,347
Expenses: $130,287
Net income: -$12,940

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.20	$0.00	$0.20	$0.05	$0.03	$0.02
2024Summary only. Only limited summary data is available for this year.	$0.18	$0.00		$0.04	$0.06	$0.02
2023Detailed filing. Detailed filing data is available for this year.	$0.20	$0.00	$0.20	$0.03	$0.02	$0.02
2022Detailed filing. Detailed filing data is available for this year.	$0.18	$0.00	$0.18	$0.03	$0.03	$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.17	$0.00	$0.17	$0.03	$0.04	$0.01
2020Detailed filing. Detailed filing data is available for this year.	$0.19	$0.00	$0.19	$0.02	$0.01	$0.01
2019Detailed filing. Detailed filing data is available for this year.	$0.18	$0.00	$0.18	$0.06	$0.01	$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.12	$0.00	$0.12	$0.02	$0.00	$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.10	$0.00	$0.10	$0.04	$0.02	$0.03
2016Detailed filing. Detailed filing data is available for this year.	$0.08	$0.00	$0.08	$0.03	$0.01	$0.03
2015Detailed filing. Detailed filing data is available for this year.	$0.05	$0.00	$0.05	$0.06	$0.07	$0.01
2014Detailed filing. Detailed filing data is available for this year.	$0.06	$0.00	$0.06	$0.09	$0.06	$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.03	$0.00	$0.03	$0.12	$0.13	$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.05	$0.00	$0.05		$1.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.04	$0.00	$0.04		$0.64