Civic Intelligence

Beta-Chi Educational Foundation

990EZ • Fiscal year 2016 • EIN 43-1688382

Jun 01, 2015 to May 31, 2016 • Filed on Feb 07, 2017

Organization Profilewww.beta-chi.com
1851 Dougherty Terrace DriveManchester, MO 63021

(636) 256-0113

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

97th percentile

82%

Higher net margin than 97% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

85th percentile

54%

Faster asset growth than 85% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-45%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$77,184

Up $26,979 (+54%) from 2015

Net Assets

Up

$77,184

Up $26,979 (+54%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin97th percentile

Revenue

Down

$32,840

Down $27,075 (-45%) from 2015

Expenses

Down

$5,861

Down $68,707 (-92%) from 2015

Net Income

Up

$26,979

Up $41,632 (+284%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$300K$200K$100K$0Assets 2011: $40,492Liabilities 2011: $0Net Assets 2011: $40,4922011Assets 2012: $45,933Liabilities 2012: $0Net Assets 2012: $45,9332012Assets 2013: $32,993Liabilities 2013: $0Net Assets 2013: $32,9932013Assets 2014: $64,858Liabilities 2014: $0Net Assets 2014: $64,8582014Assets 2015: $50,205Liabilities 2015: $0Net Assets 2015: $50,2052015Assets 2016: $77,184Liabilities 2016: $0Net Assets 2016: $77,1842016Assets 2017: $103,283Liabilities 2017: $0Net Assets 2017: $103,2832017Assets 2018: $124,805Liabilities 2018: $0Net Assets 2018: $124,8052018Assets 2019: $175,934Liabilities 2019: $0Net Assets 2019: $175,9342019Assets 2020: $186,383Liabilities 2020: $0Net Assets 2020: $186,3832020Assets 2021: $172,614Liabilities 2021: $0Net Assets 2021: $172,6142021Assets 2022: $182,037Liabilities 2022: $0Net Assets 2022: $182,0372022Assets 2023: $198,497Liabilities 2023: $0Net Assets 2023: $198,4972023Assets 2024: $180,615Liabilities 2024: $02024Assets 2025: $200,852Liabilities 2025: $0Net Assets 2025: $200,8522025

Highlighted filing

2016

Assets$77,184
Liabilities$0
Net Assets$77,184
Open 2016 Filing

Operations Trend

Revenue Growth11th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $638,4852011Expenses 2012: $1,345,0722012Revenue 2013: $117,347Expenses 2013: $130,287Net Income 2013: -$12,9402013Revenue 2014: $94,521Expenses 2014: $62,656Net Income 2014: $31,8652014Revenue 2015: $59,915Expenses 2015: $74,568Net Income 2015: -$14,6532015Revenue 2016: $32,840Expenses 2016: $5,861Net Income 2016: $26,9792016Revenue 2017: $41,504Expenses 2017: $15,405Net Income 2017: $26,0992017Revenue 2018: $24,931Expenses 2018: $3,409Net Income 2018: $21,5222018Revenue 2019: $59,634Expenses 2019: $8,505Net Income 2019: $51,1292019Revenue 2020: $15,961Expenses 2020: $5,512Net Income 2020: $10,4492020Revenue 2021: $32,229Expenses 2021: $44,104Net Income 2021: -$11,8752021Revenue 2022: $34,805Expenses 2022: $25,382Net Income 2022: $9,4232022Revenue 2023: $31,769Expenses 2023: $15,309Net Income 2023: $16,4602023Revenue 2024: $44,337Expenses 2024: $62,219Net Income 2024: -$17,8822024Revenue 2025: $52,152Expenses 2025: $31,915Net Income 2025: $20,2372025

Highlighted filing

2016

Revenue$32,840
Expenses$5,861
Net Income$26,979
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Feb 7, 2017
Return Version
2015v3.0
Gross Receipts
$32,840
Mission and Program Overview

Mission

ATTACHMENT 4

To provide scholarship awards and educational facilities.

Program Services

DescriptionGrantsExpenses
TO PROVIDE SCHOLARSHIP MONEY TO QUALIFIED STUDENTS.$3,000$3,000
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT HOFFMANNPresident-$0--
STEPHEN HOFFMANNSecretary-$0--
GRANT MABIEVice President-$0--
RICHARD MANNINGTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Beta Chi Educational Foundation
EIN
43-1688382
In Care Of
% THE ORGANIZATION
Phone
6362560113
Address
1851 Dougherty Terrace Drive, Manchester, MO 63021

Signing Officer

Name
Richard F Manning
Title
Treasurer
Phone
6362560113
Signed
2017-02-07

Preparer

Firm
Bdo USA Llp
Address
101 S HANLEY RD STE 800, ST LOUIS, MO 63105
Preparer
Mary Jane Pieroni CPA
Phone
3148891100
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 16

“Description:OFFICE EXPENSES Amount:196”

Raw XML Appendix166 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum06362560113
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01851 DOUGHERTY TERRACE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Manchester
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd063021
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt050205
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt077184
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt032836
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt026979
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02665
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt050205
IRS990EZ/NetAssetsOrFundBalancesEOYAmt077184
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt050205
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT HOFFMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHEN HOFFMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GRANT MABIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICHARD MANNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0196
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SCHOLARSHIP AWARDS AND EDUCATIONAL FACILITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SCHOLARSHIP MONEY TO QUALIFIED STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt05861
IRS990EZ/TotalProgramServiceExpensesAmt03000
IRS990EZ/TotalRevenueAmt032840
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.beta-chi.com
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt032836
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt059911
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt094520
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0116601
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01357432
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01661300
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt029
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0150
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0150
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.33702
IRS990ScheduleA/PublicSupportPY170Pct00.41610
IRS990ScheduleA/PublicSupportTotal170Amt0559952
IRS990ScheduleA/SubstantialContributorsTotAmt01101348
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt032836
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt059911
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt094520
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0116601
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01357432
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01661300
IRS990ScheduleA/TotalSupportAmt01661479
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description:OFFICE EXPENSES Amount:196
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD F MANNING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06362560113
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Beta Chi Educational Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BETA
ReturnHeader/Filer/EIN0431688382
ReturnHeader/Filer/InCareOfNm0% THE ORGANIZATION
ReturnHeader/Filer/PhoneNum06362560113
ReturnHeader/Filer/USAddress/AddressLine1Txt01851 Dougherty Terrace Drive
ReturnHeader/Filer/USAddress/CityNm0Manchester
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063021
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 S HANLEY RD STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063105
ReturnHeader/PreparerPersonGrp/PhoneNum03148891100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary Jane Pieroni CPA
ReturnHeader/ReturnTs02017-02-14T08:41:16-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$77,184
Liabilities
$0
Net assets
$77,184
Revenue
$32,840
Expenses
$5,861
Net income
$26,979
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits