Civic Intelligence

Beta Tau Educational Trust Kaw Valley Bank Trustee

990PF • Fiscal year 2017 • EIN 48-0998202

Nov 01, 2016 to Oct 31, 2017 • Filed on Dec 20, 2018

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

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

14th percentile

-29%

Higher net margin than 14% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

82nd percentile

$6,125

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 27.1% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

38th percentile

-3.0%

Faster asset growth than 38% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

110%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$212,624

Down $6,535 (-3.0%) from 2016

Net Assets

Down

$212,624

Down $6,535 (-3.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin14th percentile

Revenue

Up

$22,610

Up $11,867 (+110%) from 2016

Expenses

Up

$29,145

Up $16,591 (+132%) from 2016

Net Income

Down

-$6,535

Down $4,724 (-261%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2017

Assets$212,624
Liabilities$0
Net Assets$212,624
Open 2017 Filing

Operations Trend

Revenue Growth92nd 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

2017

Revenue$22,610
Expenses$29,145
Net Income-$6,535
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Dec 20, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kaw Valley BankTrustee-$6,125-$6,125
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
Robert S Maxwell
Title
Trust Officer
Phone
7852329600
Signed
2018-12-20
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 Appendix349 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0585
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Wendling Noe Nelson & Johnson (tax preparation)
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Form 990-PF, Item G, Amended Return
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0Amended Return
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0The return is being amended to reflect information that was not available at the original time of filing.The originally filed return reported $16,046 of contributions on Part I, Line 1. Included in this total was $6,146 of life insurance proceeds received by the trust. It has since been discovered that of the $6,146, $1,024 is taxable income per a Form 1099-R issued by Kansas City Life Ins. Co. Additionally, of the $6,146, $130 is interest income per a Form 1099-Int issued by Kansas City Life Ins. Co. These amounts are now included in Part I, Lines 11 and 3 respectively. Both amounts are included in gross investment income. The changes result in Part I, Line 3 increasing by $130, Part I, Line 11 increasing by $1,024, and Part I, Line 1 decreasing by $1,154 ($130 + $1,024).All other changes to this return are a direct result of the above changes.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Merck & Co Inc New
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6DowDupont Inc Com
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0212624
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0212624
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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/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07852329600
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Only activity of trust is investment of assets
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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/Amt022250
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/TotalGrantOrContriPdDurYrAmt022250
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/AppliedToCurrentYearAmt010771
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt011479
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013231
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02460
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt011479
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0Robert S Maxwell
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1Lee M Vogel
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02333 SW Mayfair Place
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt13810 N Mulberry Dr 202
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Topeka
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Kansas City
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0KS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd066611
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd164116
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt16146
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01024
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Kansas City Life Ins. Co.
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01024
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01024
TaxesSchedule/TaxesDetail/Amt0177
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Excise Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert S Maxwell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trust Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum07852329600
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-20
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0C25D5B149A5DEB5B624D2ED84480DFAE7FBA67D7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId048F2958B2EDB9FA0BA6BA84A757C9D83CF7719B8
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId048173120180290339e09
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-01-29
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.172.114.81
ReturnHeader/FilingSecurityInformation/IPDt02018-12-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:53:46
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/PreparationDt02018-12-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian J Florea
ReturnHeader/ReturnTs02019-01-09T09:51:28-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-11-01
ReturnHeader/TaxPeriodEndDt02017-10-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$212,624
Liabilities
$0
Net assets
$212,624
Revenue
$22,610
Expenses
$29,145
Net income
-$6,535
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