Civic Intelligence

Beta Sigma Educational Foundation

990EZ • Fiscal year 2020 • EIN 47-1071889

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 08, 2021

Organization ProfileN/A
PO Box 38383Dallas, TX 75328

(214) 632-3026

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

97th percentile

87%

Higher net margin than 97% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

45th percentile

0.5%

Faster asset growth than 45% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-97%

Faster revenue growth than 3% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$224,653

Up $1,050 (+0.5%) from 2019

Net Assets

Up

$224,653

Up $1,050 (+0.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin97th percentile

Revenue

Down

$1,210

Down $34,404 (-97%) from 2019

Expenses

Down

$160

Down $6,331 (-98%) from 2019

Net Income

Down

$1,050

Down $28,073 (-96%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $422,936Liabilities 2014: $0Net Assets 2014: $422,9362014Assets 2015: $1,888,117Liabilities 2015: $0Net Assets 2015: $1,888,1172015Assets 2016: $68,604Liabilities 2016: $0Net Assets 2016: $68,6042016Assets 2017: $78,281Liabilities 2017: $0Net Assets 2017: $78,2812017Assets 2018: $194,480Liabilities 2018: $0Net Assets 2018: $194,4802018Assets 2019: $223,603Liabilities 2019: $0Net Assets 2019: $223,6032019Assets 2020: $224,653Liabilities 2020: $0Net Assets 2020: $224,6532020Assets 2024: $40,201Net Assets 2024: $40,2012024

Highlighted filing

2020

Assets$224,653
Liabilities$0
Net Assets$224,653
Open 2020 Filing

Operations Trend

Revenue Growth3rd percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2014: $433,703Expenses 2014: $10,767Net Income 2014: $422,9362014Revenue 2015: $1,474,525Expenses 2015: $9,344Net Income 2015: $1,465,1812015Revenue 2016: $693,443Expenses 2016: $2,512,956Net Income 2016: -$1,819,5132016Revenue 2017: $321,964Expenses 2017: $312,287Net Income 2017: $9,6772017Revenue 2018: $130,029Expenses 2018: $13,830Net Income 2018: $116,1992018Revenue 2019: $35,614Expenses 2019: $6,491Net Income 2019: $29,1232019Revenue 2020: $1,210Expenses 2020: $160Net Income 2020: $1,0502020Revenue 2024: $132,400Expenses 2024: $107,559Net Income 2024: $24,8412024

Highlighted filing

2020

Revenue$1,210
Expenses$160
Net Income$1,050
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 8, 2021
Return Version
2020v4.1
Gross Receipts
$1,210
Mission and Program Overview

Mission

The beta sigma educational foundation was created to solicit donations, to fund educational buildings or eduation portion of new construction of fraternity and sorority houses and assist in continued maintenance/funding of the educational portion of a fraternity or sorority house.

The beta sigma educational foundation was created to solicit donations, to fund educational buildings or educational portion of new construction of fraternity and sorority houses and assist in continued maintenance/funding of the educational portion of a fraternity or sorority house.

Program Services

DescriptionGrantsExpenses
GRANTS TO FUND EDUCATIONAL BUILDINGS OR EDUATION PORTION OF NEW CONSTRUCTION OF FRATERNITY AND SORORITY HOUSES AND ASSIST IN CONTINUED MAINTENANCE/FUNDING OF THE EDUCATIONAL PORTION OF A FRATERNITY OR SORORITY HOUSE.$0$0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIE V KELLYPresident-$0--
MARY DAVISVice President-$0--
EMILY HOLLISTreasurer-$0--
JULIE MUSSELMANSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Beta Sigma Educational Foundation
EIN
47-1071889
Phone
2146323026
Address
PO BOX 38383, DALLAS, TX 75328

Signing Officer

Name
Marie V Kelly
Title
President
Phone
2146323026
Signed
2021-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Marie V Kelly Pllc
Address
2251 VANTAGE STREET SUITE 300, DALLAS, TX 75207
Preparer
Marie V Kelly
Phone
4698570011
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 5.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: merchant fees. Amount: 65. Description: printing and postage. Amount: 95. Total to form 990-ez, line 16: 160.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: refund receivable. Beg. Of year amount: 1,524. End of year amount: 0.”

Raw XML Appendix153 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARIE V KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EMILY HOLLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JULIE MUSSELMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01524
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0160
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE BETA SIGMA EDUCATIONAL FOUNDATION WAS CREATED TO SOLICIT DONATIONS, TO FUND EDUCATIONAL BUILDINGS OR EDUCATIONAL PORTION OF NEW CONSTRUCTION OF FRATERNITY AND SORORITY HOUSES AND ASSIST IN CONTINUED MAINTENANCE/FUNDING OF THE EDUCATIONAL PORTION OF A FRATERNITY OR SORORITY HOUSE.
IRS990EZ/ProgramServiceRevenueAmt01205
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0160
IRS990EZ/TotalRevenueAmt01210
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01205
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt035605
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0130025
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0693439
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 5.
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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.
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MARIE V KELLY
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ReturnHeader/BusinessOfficerGrp/PhoneNum02146323026
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-08
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ReturnHeader/Filer/EIN0471071889
ReturnHeader/Filer/PhoneNum02146323026
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ReturnHeader/Filer/USAddress/ZIPCd075328
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752514681
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARIE V KELLY PLLC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075207
ReturnHeader/PreparerPersonGrp/PhoneNum04698570011
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIE V KELLY
ReturnHeader/ReturnTs02021-11-09T17:18:51-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KELLY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$224,653
Liabilities
$0
Net assets
$224,653
Revenue
$1,210
Expenses
$160
Net income
$1,050
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.13$0.11$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.04$0.01$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.13$0.01$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.32$0.31$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.69$2.51$1.82
2015Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$1.47$0.01$1.47
2014Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.43$0.01$0.42