Civic Intelligence

Beta Tau Educational Trust Kaw Valley Bank Trustee

990PF • Fiscal year 2015 • EIN 48-0998202

Nov 01, 2014 to Oct 31, 2015 • Filed on Dec 07, 2015

Organization Profile
1101 N Quincy PO Box 8009Topeka, KS 66608

(785) 232-9600

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

79th percentile

$3,500

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 16.3% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

57th percentile

3.5%

Faster asset growth than 57% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

14th percentile

-39%

Faster revenue growth than 14% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$220,970

Up $7,427 (+3.5%) from 2014

Net Assets

Up

$220,970

Up $7,427 (+3.5%) from 2014

Liabilities

Flat

$1

Flat from 2014

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin86th percentile

Revenue

Down

$21,497

Down $13,518 (-39%) from 2014

Expenses

Up

$14,070

Up $3,204 (+29%) from 2014

Net Income

Down

$7,427

Down $16,722 (-69%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$300K$200K$100K$0Assets 2011: $190,376Liabilities 2011: $02011Assets 2012: $193,847Liabilities 2012: $02012Assets 2013: $189,394Liabilities 2013: $02013Assets 2014: $213,543Liabilities 2014: $1Net Assets 2014: $213,5432014Assets 2015: $220,970Liabilities 2015: $1Net Assets 2015: $220,9702015Assets 2016: $219,159Liabilities 2016: $0Net Assets 2016: $219,1592016Assets 2017: $212,624Liabilities 2017: $0Net Assets 2017: $212,6242017Assets 2018: $208,528Liabilities 2018: $0Net Assets 2018: $208,5282018Assets 2019: $197,301Liabilities 2019: $1Net Assets 2019: $197,3012019Assets 2020: $200,533Liabilities 2020: $1Net Assets 2020: $200,5332020Assets 2021: $197,180Liabilities 2021: $1Net Assets 2021: $197,1802021Assets 2022: $217,903Liabilities 2022: $1Net Assets 2022: $217,9032022Assets 2023: $209,906Liabilities 2023: $1Net Assets 2023: $209,9062023Assets 2024: $202,499Liabilities 2024: $0Net Assets 2024: $202,4992024

Highlighted filing

2015

Assets$220,970
Liabilities$1
Net Assets$220,970
Open 2015 Filing

Operations Trend

Revenue Growth14th percentile

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

$40K$20K$0-$20KRevenue 2011: $6,435Expenses 2011: $14,028Net Income 2011: -$7,5932011Revenue 2012: $14,903Expenses 2012: $11,432Net Income 2012: $3,4712012Revenue 2013: $7,366Expenses 2013: $11,819Net Income 2013: -$4,4532013Revenue 2014: $35,015Expenses 2014: $10,866Net Income 2014: $24,1492014Revenue 2015: $21,497Expenses 2015: $14,070Net Income 2015: $7,4272015Revenue 2016: $10,743Expenses 2016: $12,554Net Income 2016: -$1,8112016Revenue 2017: $22,610Expenses 2017: $29,145Net Income 2017: -$6,5352017Revenue 2018: $15,997Expenses 2018: $20,093Net Income 2018: -$4,0962018Revenue 2019: $7,131Expenses 2019: $18,358Net Income 2019: -$11,2272019Revenue 2020: $18,831Expenses 2020: $15,599Net Income 2020: $3,2322020Revenue 2021: $14,835Expenses 2021: $18,188Net Income 2021: -$3,3532021Revenue 2022: $34,290Expenses 2022: $13,567Net Income 2022: $20,7232022Revenue 2023: $9,638Expenses 2023: $17,635Net Income 2023: -$7,9972023Revenue 2024: $11,521Expenses 2024: $18,928Net Income 2024: -$7,4072024

Highlighted filing

2015

Revenue$21,497
Expenses$14,070
Net Income$7,427
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2014 to Oct 31, 2015
Signed
Dec 7, 2015
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kaw Valley BankTrustee-$3,500-$3,500
Filing and Contact Details

Filer

Filer Name
Beta Tau Educational Trust
EIN
48-0998202
Phone
7852329600
Address
1101 N Quincy PO Box 8009, Topeka, KS 66608

Signing Officer

Name
Thomas M Wigley
Title
Trust Officer
Phone
7852329600
Signed
2015-12-07
Discuss with paid preparer
Yes

Preparer

Firm
Wendling Noe Nelson & Johnson LLC
Address
534 S Kansas Ave Suite 1500, Topeka, KS 66603-3491
Preparer
Brian J Florea
Phone
7852334226
Raw XML Appendix330 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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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0220970
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Kaw Valley Bank
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Only activity of trust is investment of assets
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0Only activity of trust is investment of assets
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0None specified
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Robert S Maxwell
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07852329600
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0Kaw Valley Bank 1101 N Quincy
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt0Street
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Topeka
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0KS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd066608
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0To members of the Kappa Sigma International Fraternity attending Baker University, Baldwin, Kansas
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None specified
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Educational study at Baker University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Baker University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 65
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Baldwin City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd066006
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04150
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05850
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011619
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt07469
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05850
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Robert S Maxwell
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02333 SW Mayfair Place
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Topeka
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0KS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd066611
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08
TaxesSchedule/TaxesDetail/Amt062
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Excise Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS M WIGLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trust Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum07852329600
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-12-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Beta Tau Educational Trust
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Kaw Valley Bank Trustee
ReturnHeader/Filer/BusinessNameControlTxt0BETA
ReturnHeader/Filer/EIN0480998202
ReturnHeader/Filer/PhoneNum07852329600
ReturnHeader/Filer/USAddress/AddressLine1Txt01101 N Quincy PO Box 8009
ReturnHeader/Filer/USAddress/CityNm0Topeka
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066608
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0481026809
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wendling Noe Nelson & Johnson LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0534 S Kansas Ave Suite 1500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Topeka
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0666033491
ReturnHeader/PreparerPersonGrp/PhoneNum07852334226
ReturnHeader/PreparerPersonGrp/PreparationDt02015-12-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian J Florea
ReturnHeader/ReturnTs02016-01-21T12:26:36-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-11-01
ReturnHeader/TaxPeriodEndDt02015-10-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$220,970
Liabilities
$1
Net assets
$220,970
Revenue
$21,497
Expenses
$14,070
Net income
$7,427
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.12$0.19$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.10$0.18$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.34$0.14$0.21
2021Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.15$0.18$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.19$0.16$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.07$0.18$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.16$0.20$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.23$0.29$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.11$0.13$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.21$0.14$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.35$0.11$0.24
2013Summary only. Only limited summary data is available for this year.$1.89$0.00$0.07$0.12$0.04
2012Summary only. Only limited summary data is available for this year.$1.94$0.00$0.15$0.11$0.03
2011Summary only. Only limited summary data is available for this year.$1.90$0.00$0.06$0.14$0.08