Beta Tau Educational Trust Kaw Valley Bank Trustee

990PF • Fiscal year 2022 • EIN 48-0998202

Nov 01, 2021 to Oct 31, 2022 • Filed on Jan 16, 2023

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.

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

60%

Higher net margin than 91% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

$3,500

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

11%

Faster asset growth than 67% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

131%

Faster revenue growth than 88% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets59th percentile

Assets

$217,903

Up $20,723 (+11%) from 2021

Net Assets

$217,903

Up $20,723 (+11%) from 2021

Liabilities

Down

Down $1 (-100%) from 2021

Revenue And Expenses

Liabilities / Revenue60th percentile Net Margin91st percentile

Revenue

$34,290

Up $19,455 (+131%) from 2021

Expenses

Down

$13,567

Down $4,621 (-25%) from 2021

Net Income

$20,723

Up $24,076 (+718%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

Highlighted filing

2022

Assets$217,903

Liabilities$0

Net Assets$217,903

Open 2022 Filing

Operations Trend

Revenue Growth88th percentile

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

Highlighted filing

2022

Revenue$34,290

Expenses$13,567

Net Income$20,723

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Nov 1, 2021 to Oct 31, 2022
Signed: Jan 16, 2023
Return Version: 2021v4.2

Compensation and Service Providers

Top Officer Pay82nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Kaw Valley Bank	Trustee	-	$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: Scott D Webb
Title: Trust Officer
Phone: 7852329600
Signed: 2023-01-16
Discuss with paid preparer: Yes

Preparer

Firm: Wendling Noe Nelson & Johnson LLC
Address: 623 SW 10th Ave Suite 300, Topeka, KS 66612
Preparer: Brian J Florea
Phone: 7852334226

Raw XML Appendix385 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/Amt	0	715
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	Wendling Noe Nelson & Johnson (tax preparation)
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	0
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	6050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	1	5403
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	2	9758
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	3	7065
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	4	10415
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	5	9492
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	6	10862
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	7	7818
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	8	1158
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	9	10785
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	10	10385
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	11	502
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	12	12659
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	21359
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	1	14048
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	2	10049
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	3	5834
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	4	21579
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	5	11746
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	6	4669
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	7	7906
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	8	1499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	9	8079
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	10	23782
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	11	602
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	12	6046
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	CSX Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	Corteva Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	2	Dow Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	3	Dupont De Nemours Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	4	Evergy Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	5	Exxon Mobil Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	6	General Electric Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	7	Intl Flavors & Fragrances Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	8	Kontoor Brands Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	9	Kraft Heinz Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	10	Merck & Co Inc New
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	11	Organon & Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	12	VF Corp
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	3561
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	6500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	9300
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	2200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	4	23192
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	5	4466
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	6	15031
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	7	6485
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	DFA US Small Cap
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	Vanguard Mid Cap Index Adm
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	Vanguard 500 Index Admiral
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	Eaton Vance Floating Rate I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	4	Fidelity US Bond Index Fd Institutional Premium Class
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	5	Fidelity Corporate Bond Z
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	6	Fidelity Short-Term Bond Index
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	7	SPDR ICE Preferred Securities ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	4466
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	7458
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	2	10708
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	3	2150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	4	18182
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	5	3346
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	6	13794
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	7	4941
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	1	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	2	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	3	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	4	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	5	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	6	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	7	FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt	0	5970
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	9065
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	31
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	15066
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	0
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt	0	0
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	15066
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	715
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	9065
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt	0	1750
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	3500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	9000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	9000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	19224
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	5970
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	5970
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	20723
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	26612
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	31
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	31
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	9065
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	13316
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	352
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	9000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	1750
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	13567
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	15066
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	34290
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	1750
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	4567
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	17547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	8798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	8798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	26345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	9065
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	20723
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	0
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	0
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	217903
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	197180
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	217903
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt	0	0
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	12305
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	12305
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	12305
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	12490
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt	0	0
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	185
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	185
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	185
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	185
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	185
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	185
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	0
IRS990PF/FMVAssetsEOYAmt	0	247059
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt	0	157
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt	0	51
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt	0	157
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt	0	157
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	39794
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	39794
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	109337
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	102352
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	137198
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	5097
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	5097
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	70461
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	70735
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	65045
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	157386
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	178109
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	17331
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	39562
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	39562
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	197180
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	217903
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	247059
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	197180
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	217903
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	197180
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	217903
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	253609
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	15713
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	237896
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	3804
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	12490
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	249805
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	253609
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	3500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Kaw Valley Bank
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	1101 N Quincy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	Topeka
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	KS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	66608
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	9000
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	9000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	0
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	0
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	1
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	0
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	1
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	Scott Webb
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	Kaw Valley Bank 1101 N Quincy
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	Topeka
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	KS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	66608
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	KS
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	7852329600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	No Direct Charitable Activities
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	0
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	No Program Related Investments
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt	0	0
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	None specified
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	Scott Webb
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	7852329600
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	Kaw Valley Bank 1101 N Quincy
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt	0	Street
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	Topeka
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	KS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	66608
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	To members of the Kappa Sigma International Fraternity attending Baker University, Baldwin City, Kansas
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	None specified
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	9000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	Educational study at Baker University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	Baker University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	PO Box 65
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Baldwin City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	66006
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	9000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	9000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	12305
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	3285
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	1631
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	168
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	1226
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	260
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	3285
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	9000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	3285
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	20
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	1	2
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	Michael and Lou Ann Preston
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	1	Jim Hager
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	14320 W 84th Terrace
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	1	6220 Woodson Road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	Lenexa
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	1	Mission
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	KS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	1	KS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	66215
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	1	66202
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	1	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	10000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	1	5000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	Beta Tau Chapter Kappa Sigma Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	5097
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	5097
TaxesSchedule/TaxesDetail/Amt	0	0
TaxesSchedule/TaxesDetail/Amt	1	352
TaxesSchedule/TaxesDetail/CategoryTxt	0	Federal Income Taxes Paid (10/2021)
TaxesSchedule/TaxesDetail/CategoryTxt	1	Federal Income Taxes Paid (10/2020)
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Scott D Webb
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trust Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7852329600
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-01-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Beta Tau Educational Trust
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	Kaw Valley Bank Trustee
ReturnHeader/Filer/BusinessNameControlTxt	0	BETA
ReturnHeader/Filer/EIN	0	480998202
ReturnHeader/Filer/PhoneNum	0	7852329600
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1101 N Quincy PO Box 8009
ReturnHeader/Filer/USAddress/CityNm	0	Topeka
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	KS
ReturnHeader/Filer/USAddress/ZIPCd	0	66608
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	481026809
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Wendling Noe Nelson & Johnson LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	623 SW 10th Ave Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Topeka
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	66612
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7852334226
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2023-01-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Brian J Florea
ReturnHeader/ReturnTs	0	2023-01-31T09:46:45-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	Scott
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	Webb
ReturnHeader/TaxPeriodBeginDt	0	2021-11-01
ReturnHeader/TaxPeriodEndDt	0	2022-10-31
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $217,903
Liabilities: $0
Net assets: $217,903
Revenue: $34,290
Expenses: $13,567
Net income: $20,723

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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