Civic Intelligence

Beta Tau Educational Trust Kaw Valley Bank Trustee

990PF • Fiscal year 2023 • EIN 48-0998202

Nov 01, 2022 to Oct 31, 2023 • Filed on Dec 01, 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.

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

10th percentile

-83%

Higher net margin than 10% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

82nd percentile

$3,500

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 36.3% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

41st percentile

-3.7%

Faster asset growth than 41% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-72%

Faster revenue growth than 7% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$209,906

Down $7,997 (-3.7%) from 2022

Net Assets

Down

$209,906

Down $7,997 (-3.7%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin10th percentile

Revenue

Down

$9,638

Down $24,652 (-72%) from 2022

Expenses

Up

$17,635

Up $4,068 (+30%) from 2022

Net Income

Down

-$7,997

Down $28,720 (-139%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2023

Assets$209,906
Liabilities$1
Net Assets$209,906
Open 2023 Filing

Operations Trend

Revenue Growth7th 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

2023

Revenue$9,638
Expenses$17,635
Net Income-$7,997
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2022 to Oct 31, 2023
Signed
Dec 1, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay82nd 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
Scott D Webb
Title
Trust Officer
Phone
7852329600
Signed
2023-12-01
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 Appendix367 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/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Albert J Allen
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0Kaw Valley Bank 1101 N Quincy
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Topeka
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd066608
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KS
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07852329600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0No Direct Charitable Activities
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0No Program Related Investments
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0None specified
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Scott Webb
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 City, Kansas
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None specified
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt013000
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/TotalGrantOrContriPdDurYrAmt013000
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/AppliedToCurrentYearAmt012273
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt020
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012273
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0707
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0707
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0707
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0707
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt020
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt05097
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Beta Tau Chapter Kappa Sigma Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
TaxesSchedule/TaxesDetail/Amt0185
TaxesSchedule/TaxesDetail/Amt1200
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Income Taxes Paid (10/2022)
TaxesSchedule/TaxesDetail/CategoryTxt1Federal Estimated Income Taxes Paid (10/2023)
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Scott D Webb
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trust Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum07852329600
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-01
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/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0481026809
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wendling Noe Nelson & Johnson LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0623 SW 10th Ave Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Topeka
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066612
ReturnHeader/PreparerPersonGrp/PhoneNum07852334226
ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian J Florea
ReturnHeader/ReturnTs02023-12-13T11:28:51-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Scott
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Webb
ReturnHeader/TaxPeriodBeginDt02022-11-01
ReturnHeader/TaxPeriodEndDt02023-10-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$209,906
Liabilities
$1
Net assets
$209,906
Revenue
$9,638
Expenses
$17,635
Net income
-$7,997
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