Civic Intelligence

Beta-Chi Educational Foundation

990EZ • Fiscal year 2021 • EIN 43-1688382

Jun 01, 2020 to May 31, 2021 • Filed on Sep 07, 2021

Organization ProfileWWW.BETA-CHI.COM
1851 Dougherty Terrace DriveBallwin, 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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

14th percentile

-37%

Higher net margin than 14% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

29th percentile

-7.4%

Faster asset growth than 29% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

86th percentile

102%

Faster revenue growth than 86% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$172,614

Down $13,769 (-7.4%) from 2020

Net Assets

Down

$172,614

Down $13,769 (-7.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin14th percentile

Revenue

Up

$32,229

Up $16,268 (+102%) from 2020

Expenses

Up

$44,104

Up $38,592 (+700%) from 2020

Net Income

Down

-$11,875

Down $22,324 (-214%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2021

Assets$172,614
Liabilities$0
Net Assets$172,614
Open 2021 Filing

Operations Trend

Revenue Growth86th 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

2021

Revenue$32,229
Expenses$44,104
Net Income-$11,875
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Sep 7, 2021
Return Version
2020v4.1
Gross Receipts
$32,229
Mission and Program Overview

Mission

To provide scholarship awards and educational facilities.

ATTACHMENT 4

Program Services

DescriptionGrantsExpenses
TO PROVIDE GRANTS TO HOUSE FUND.-$29,150
TO PROVIDE SCHOLARSHIP MONEY TO QUALIFIED STUDENTS.-$13,613
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT HOFFMANPresident-$0--
GRANT MABIEVice President-$0--
STEPHEN HOFFMANSecretary-$0--
RICH MANNINGTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Beta Chi Educational Foundation
EIN
43-1688382
Address
1851 DOUGHERTY TERRACE DRIVE, Ballwin, MO 63021

Signing Officer

Name
Rich Manning
Title
Treasurer
Phone
6362560113
Signed
2021-09-07
Discuss with paid preparer
No

Preparer

Firm
Kean Wiggins & Company LLC
Address
704 West 2nd Street, Rolla, MO 65401
Preparer
Amanda Wiggins
Phone
5734268297
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity GRANTS TO HOUSE FUND-PROPERTY Grantee ALUMNI HOUSE FUND ASSOCIATION Amount 29,150Activity SCHOLARSHIP AWARDS TO STUDENTS Grantee MULTIPLE Amount 13,613”

Description of other expenses Part I line 16

“Description AmountBANK FEES 671MISCELLANEOUS 20”

Other changes in net assets or fund balances Part I line 20

“Description AmountPRIOR PERIOD ADJUSTMENT (1,894)A PRIOR PERIOD ADJUSTMENT OF ($1,894) WAS REQUIRED DUE TO FISCAL YEAR 6-1-2019 TO 5-31-2020 REVENUE INADVERTENTLY BEING OVERSTATED BY $1,950 AND EXPENSES BEING UNDERSTATED BY $56.”

Raw XML Appendix150 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/PersonNm0RICH MANNING
IRS990EZ/BooksInCareOfDetail/PhoneNum06362560113
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01851 DOUGHERTY TERRACE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ballwin
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd063021
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0186383
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0172614
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt032225
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11875
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0650
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0186383
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0172614
IRS990EZ/GrantsAndSimilarAmountsPaidAmt042763
IRS990EZ/GrossReceiptsAmt032229
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0186383
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0172614
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0186383
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0172614
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
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 HOFFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GRANT MABIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHEN HOFFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICH MANNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-1894
IRS990EZ/OtherExpensesTotalAmt0691
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PrimaryExemptPurposeTxt0ATTACHMENT 4
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SCHOLARSHIP MONEY TO QUALIFIED STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROVIDE GRANTS TO HOUSE FUND.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013613
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt129150
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044104
IRS990EZ/TotalProgramServiceExpensesAmt042763
IRS990EZ/TotalRevenueAmt032229
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BETA-CHI.COM
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt032225
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt013340
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt058398
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt024575
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt041458
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0169996
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0671
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01236
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0356
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt046
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02313
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98660
IRS990ScheduleA/PublicSupportPY170Pct00.98680
IRS990ScheduleA/PublicSupportTotal170Amt0169996
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt032225
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt013340
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt058398
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt024575
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt041458
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0169996
IRS990ScheduleA/TotalSupportAmt0172309
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity GRANTS TO HOUSE FUND-PROPERTY Grantee ALUMNI HOUSE FUND ASSOCIATION Amount 29,150Activity SCHOLARSHIP AWARDS TO STUDENTS Grantee MULTIPLE Amount 13,613
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBANK FEES 671MISCELLANEOUS 20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountPRIOR PERIOD ADJUSTMENT (1,894)A PRIOR PERIOD ADJUSTMENT OF ($1,894) WAS REQUIRED DUE TO FISCAL YEAR 6-1-2019 TO 5-31-2020 REVENUE INADVERTENTLY BEING OVERSTATED BY $1,950 AND EXPENSES BEING UNDERSTATED BY $56.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0RICH MANNING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06362560113
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BETA CHI EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BETA
ReturnHeader/Filer/EIN0431688382
ReturnHeader/Filer/USAddress/AddressLine1Txt01851 DOUGHERTY TERRACE DRIVE
ReturnHeader/Filer/USAddress/CityNm0Ballwin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063021
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270098609
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kean Wiggins & Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0704 West 2nd Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rolla
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd065401
ReturnHeader/PreparerPersonGrp/PhoneNum05734268297
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Amanda Wiggins
ReturnHeader/ReturnTs02021-10-04T09:21:23-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MANNING
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$172,614
Liabilities
$0
Net assets
$172,614
Revenue
$32,229
Expenses
$44,104
Net income
-$11,875
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
2021Detailed filing. Detailed filing data is available for this year.$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