Civic Intelligence

Beta Upsilon Foundation for Education Inc

990 • Fiscal year 2025 • EIN 56-6046969

Jul 01, 2024 to Jun 30, 2025 • Filed on Sep 23, 2025

Organization ProfileN/A
1248 Fanning DriveWake Forest, NC 27587

(919) 219-2159

Siviq Scores

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

Liabilities / Assets

30th percentile

0.02x

Higher debt load relative to assets than 30% of similar nonprofits.

2025 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

32nd percentile

0.04x

Higher debt load relative to revenue than 32% of similar nonprofits.

2025 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2025

Net Margin

63rd percentile

11%

Higher net margin than 63% of similar nonprofits.

2025 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2025 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2025

Asset Growth

64th percentile

5.6%

Faster asset growth than 64% of similar nonprofits.

2025 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

66th percentile

11%

Faster revenue growth than 66% of similar nonprofits.

2025 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,974,193

Up $104,516 (+5.6%) from 2024

Net Assets

Up

$1,942,871

Up $102,304 (+5.6%) from 2024

Liabilities

Up

$31,322

Up $2,212 (+7.6%) from 2024

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin63rd percentile

Revenue

Up

$893,257

Up $88,730 (+11%) from 2024

Expenses

Up

$790,954

Up $26,878 (+3.5%) from 2024

Net Income

Up

$102,303

Up $61,852 (+153%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $914,802Liabilities 2011: $228,861Net Assets 2011: $685,9402011Assets 2012: $958,425Liabilities 2012: $163,746Net Assets 2012: $794,6782012Assets 2013: $997,925Liabilities 2013: $119,958Net Assets 2013: $877,9672013Assets 2014: $976,906Liabilities 2014: $23,484Net Assets 2014: $953,4212014Assets 2015: $1,161,516Liabilities 2015: $22,076Net Assets 2015: $1,139,4402015Assets 2016: $1,286,609Liabilities 2016: $23,684Net Assets 2016: $1,262,9242016Assets 2017: $1,402,089Liabilities 2017: $23,457Net Assets 2017: $1,378,6322017Assets 2018: $1,492,107Liabilities 2018: $30,435Net Assets 2018: $1,461,6722018Assets 2019: $1,564,252Liabilities 2019: $26,075Net Assets 2019: $1,538,1772019Assets 2020: $1,566,451Liabilities 2020: $24,445Net Assets 2020: $1,542,0062020Assets 2021: $1,556,794Liabilities 2021: $24,119Net Assets 2021: $1,532,6752021Assets 2022: $1,654,914Liabilities 2022: $27,352Net Assets 2022: $1,627,5622022Assets 2023: $1,825,382Liabilities 2023: $25,266Net Assets 2023: $1,800,1162023Assets 2024: $1,869,677Liabilities 2024: $29,110Net Assets 2024: $1,840,5672024Assets 2025: $1,974,193Liabilities 2025: $31,322Net Assets 2025: $1,942,8712025

Highlighted filing

2025

Assets$1,974,193
Liabilities$31,322
Net Assets$1,942,871
Open 2025 Filing

Operations Trend

Revenue Growth66th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $520,477Expenses 2011: $417,906Net Income 2011: $102,5712011Revenue 2012: $532,434Expenses 2012: $423,696Net Income 2012: $108,7382012Revenue 2013: $557,802Expenses 2013: $474,514Net Income 2013: $83,2882013Revenue 2014: $534,536Expenses 2014: $459,081Net Income 2014: $75,4552014Revenue 2015: $667,342Expenses 2015: $481,324Net Income 2015: $186,0182015Revenue 2016: $664,434Expenses 2016: $540,949Net Income 2016: $123,4852016Revenue 2017: $670,247Expenses 2017: $554,539Net Income 2017: $115,7082017Revenue 2018: $660,407Expenses 2018: $637,361Net Income 2018: $23,0462018Revenue 2019: $687,419Expenses 2019: $610,913Net Income 2019: $76,5062019Revenue 2020: $616,201Expenses 2020: $612,373Net Income 2020: $3,8282020Revenue 2021: $604,702Expenses 2021: $614,032Net Income 2021: -$9,3302021Revenue 2022: $693,588Expenses 2022: $598,702Net Income 2022: $94,8862022Revenue 2023: $807,566Expenses 2023: $635,012Net Income 2023: $172,5542023Revenue 2024: $804,527Expenses 2024: $764,076Net Income 2024: $40,4512024Revenue 2025: $893,257Expenses 2025: $790,954Net Income 2025: $102,3032025

Highlighted filing

2025

Revenue$893,257
Expenses$790,954
Net Income$102,303
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 23, 2025
Return Version
2024v5.2
Gross Receipts
$893,257
Mission and Program Overview

Mission

Chapter members of national sorority were furnished with living quarters, meals and a meeting place for social activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,840,567$1,942,871▲ $102,304
Land, Buildings, and Equipment, Net$1,194,216$1,118,845▼ $75,371
Savings and Temporary Cash Investments$661,542$842,555▲ $181,013
Cash and Non-Interest-Bearing Accounts$12,130$12,759▲ $629
Prepaid Expenses and Deferred Charges$1,789$34▼ $1,755
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,869,677$1,974,193▲ $104,516
Liabilities
Accounts Payable and Accrued Expenses$25,266$31,322▲ $6,056
Other Liabilities$3,844--
Total Liabilities$29,110$31,322▲ $2,212
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,840,567$1,942,871▲ $102,304
Total Liabilities and Net Assets / Fund Balance$1,869,677$1,974,193▲ $104,516

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,011,820$1,431,287$2,443,107
Other Land Buildings$71,640$284,760$356,400
Equipment$30,385$82,622$113,007
Land$5,000-$5,000
Compensation and Service Providers
Top Officer Pay85th percentile

Board Members and Trustees

NameTitle
Caitlin SingletonPresident
Ashleigh PattersonMember
Deitra LowdermilkMember
Hannah HolmesMember
Vicki MooreMember
Riley SawyerSecretary
Kris GustafsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$873,302
Investment Income
$19,955
Other Revenue
$0
Change in Net Assets
$102,303
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$729,212
Salaries, Compensation, and Employee Benefits$61,742
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion---$84,596
Other Salaries and Wages---$57,297
Occupancy---$49,738
Other Expenses---$40,731
Fees for Services Accounting---$15,400
Insurance---$5,793
Payroll Taxes---$4,445
Office Expenses---$3,176
Fees for Services Other---$2,111
Payments to Affiliates---$2,000
Total Functional Expenses$0$0$0$790,954
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“All living alumnus of the unc chapter of beta upsilon are members of the organization. There are approximately 2838”

Form 990, Part VI, Section A, Line 7A

“A majority vote by all living alumnus can elect one or more members to the board of directors for the current and prior years. All board of directors have been volunteers (7)”

Form 990, Part VI, Section B, Line 11B

“The form 990 and 990-t are reviewed by the board of directors prior to filing. Any questions are discussed with the cpa firm.”

Form 990, Part VI, Section C, Line 18

“The organization makes its governing documents, financial statements, forms 990 and 990-t available to the public upon request. Any such request is answered within two (2) weeks or less.”

Form 990, Part VI, Section C, Line 19

“Governing documents, financial statements and form 990 made available upon request. Any request is answered within two (2) weeks.”

Filing and Contact Details

Filer

Filer Name
Beta Upsilon Foundation
EIN
56-6046969
Phone
9192192159
Address
1248 FANNING DRIVE, WAKE FOREST, NC 27587

Signing Officer

Name
Caitlin B Singleton
Title
President
Phone
9192192159
Signed
2025-09-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Caitlin B Singleton
Formed
1948
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
9
Employees
1
Volunteers
9

Preparer

Firm
O Glenn Spell Iii CPA
Address
P O BOX 3270, CHAPEL HILL, NC 27515-3270
Preparer
Oscar Glenn Spell Iii
Phone
9199684626
Raw XML Appendix328 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
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt025266
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt031322
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0CHAPTER MEMBERS OF NATIONAL SORORITY WERE FURNISHED WITH LIVING QUARTERS, MEALS AND A MEETING PLACE FOR SOCIAL ACTIVITIES.
IRS990/AddressChangeInd0X
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0O GLENN SPELL III CPA
IRS990/BooksInCareOfDetail/PhoneNum09199684626
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0101 CONNER DRIVE 300
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHAPEL HILL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd027514
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt012130
IRS990/CashNonInterestBearingGrp/EOYAmt012759
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt019955
IRS990/CYOtherExpensesAmt0729212
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0873302
IRS990/CYRevenuesLessExpensesAmt0102303
IRS990/CYSalariesCompEmpBnftPaidAmt061742
IRS990/CYTotalExpensesAmt0790954
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0893257
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt084596
IRS990/Desc0CHAPTER MEMBERS OF NATIONAL SORORITY WERE FURNISHED WITH LIVING QUARTERS, MEALS AND A MEETING PLACE FOR SOCIAL ACTIVITIES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/ExpenseAmt0790954
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt015400
IRS990/FeesForServicesOtherGrp/TotalAmt02111
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0DEITRA LOWDERMILK
IRS990/Form990PartVIISectionAGrp/PersonNm1VICKI MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm2HANNAH HOLMES
IRS990/Form990PartVIISectionAGrp/PersonNm3CAITLIN SINGLETON
IRS990/Form990PartVIISectionAGrp/PersonNm4KRIS GUSTAFSON
IRS990/Form990PartVIISectionAGrp/PersonNm5ASHLEIGH PATTERSON
IRS990/Form990PartVIISectionAGrp/PersonNm6RILEY SAWYER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01948
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0893257
IRS990/GrossReceiptsForPublicUseAmt00
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InitiationFeesAndCapContriAmt072225
IRS990/InsuranceGrp/TotalAmt05793
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt019955
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt019955
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01798669
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01194216
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01118845
IRS990/LandBldgEquipCostOrOtherBssAmt02917514
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CHAPTER MEMBERS OF NATIONAL SORORITY WERE FURNISHED WITH LIVING QUARTERS, MEALS AND A MEETING PLACE FOR SOCIAL ACTIVITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01840567
IRS990/NetAssetsOrFundBalancesEOYAmt01942871
IRS990/NetUnrelatedBusTxblIncmAmt019467
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt049738
IRS990/OfficeExpensesGrp/TotalAmt03176
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FOOD SERVICE
IRS990/OtherExpensesGrp/Desc1MAINTENANCE & REPAIRS
IRS990/OtherExpensesGrp/Desc2PROPERTY TAXES AND INCO
IRS990/OtherExpensesGrp/TotalAmt0412691
IRS990/OtherExpensesGrp/TotalAmt1112976
IRS990/OtherExpensesGrp/TotalAmt240731
IRS990/OtherLiabilitiesGrp/BOYAmt03844
IRS990/OtherSalariesAndWagesGrp/TotalAmt057297
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt02000
IRS990/PayrollTaxesGrp/TotalAmt04445
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01789
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt034
IRS990/PrincipalOfficerNm0CAITLIN B SINGLETON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0721310
IRS990/ProgramServiceRevenueGrp/Desc0ROOM RENTS & MEALS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0873302
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0873302
IRS990/ProgSrvcAccomActy2Grp/Desc0N/A
IRS990/ProgSrvcAccomActy3Grp/Desc0N/A
IRS990/ProgSrvcAccomActyOtherGrp/Desc0N/A
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt021489
IRS990/PYOtherExpensesAmt0703150
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0783038
IRS990/PYRevenuesLessExpensesAmt040451
IRS990/PYSalariesCompEmpBnftPaidAmt060926
IRS990/PYTotalExpensesAmt0764076
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0804527
IRS990/ReconcilationRevenueExpnssAmt0102303
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0873302
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01840567
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01942871
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0661542
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0842555
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01011820
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01431287
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02443107
IRS990ScheduleD/EquipmentGrp/BookValueAmt030385
IRS990ScheduleD/EquipmentGrp/DepreciationAmt082622
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0113007
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/LandGrp/BookValueAmt05000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt05000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt071640
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0284760
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0356400
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01118845
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL LIVING ALUMNUS OF THE UNC CHAPTER OF BETA UPSILON ARE MEMBERS OF THE ORGANIZATION. THERE ARE APPROXIMATELY 2838
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A MAJORITY VOTE BY ALL LIVING ALUMNUS CAN ELECT ONE OR MORE MEMBERS TO THE BOARD OF DIRECTORS FOR THE CURRENT AND PRIOR YEARS. ALL BOARD OF DIRECTORS HAVE BEEN VOLUNTEERS (7)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 AND 990-T ARE REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING. ANY QUESTIONS ARE DISCUSSED WITH THE CPA FIRM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, FORMS 990 AND 990-T AVAILABLE TO THE PUBLIC UPON REQUEST. ANY SUCH REQUEST IS ANSWERED WITHIN TWO (2) WEEKS OR LESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 MADE AVAILABLE UPON REQUEST. ANY REQUEST IS ANSWERED WITHIN TWO (2) WEEKS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01869677
IRS990/TotalAssetsEOYAmt01974193
IRS990/TotalAssetsGrp/BOYAmt01869677
IRS990/TotalAssetsGrp/EOYAmt01974193
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/TotalAmt0790954
IRS990/TotalGrossUBIAmt019955
IRS990/TotalLiabilitiesBOYAmt029110
IRS990/TotalLiabilitiesEOYAmt031322
IRS990/TotalLiabilitiesGrp/BOYAmt029110
IRS990/TotalLiabilitiesGrp/EOYAmt031322
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01840567
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01942871
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0790954
IRS990/TotalProgramServiceRevenueAmt0873302
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0873302
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0893257
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt019955
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01869677
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01974193
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01248 FANNING DRIVE
IRS990/USAddress/CityNm0WAKE FOREST
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027587
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAITLIN B SINGLETON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09192192159
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BETA UPSILON FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOR EDUCATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BETA
ReturnHeader/Filer/EIN0566046969
ReturnHeader/Filer/PhoneNum09192192159
ReturnHeader/Filer/USAddress/AddressLine1Txt01248 FANNING DRIVE
ReturnHeader/Filer/USAddress/CityNm0WAKE FOREST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027587
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561272132
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O GLENN SPELL III CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 3270
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHAPEL HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0275153270
ReturnHeader/PreparerPersonGrp/PhoneNum09199684626
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0OSCAR GLENN SPELL III
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-23T13:07:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,974,193
Liabilities
$31,322
Net assets
$1,942,871
Revenue
$893,257
Expenses
$790,954
Net income
$102,303
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.97$0.03$1.94$0.89$0.79$0.10
2024Detailed filing. Detailed filing data is available for this year.$1.87$0.03$1.84$0.80$0.76$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.83$0.03$1.80$0.81$0.64$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.65$0.03$1.63$0.69$0.60$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.56$0.02$1.53$0.60$0.61$0.01
2020Summary only. Only limited summary data is available for this year.$1.57$0.02$1.54$0.62$0.61$0.00
2019Summary only. Only limited summary data is available for this year.$1.56$0.03$1.54$0.69$0.61$0.08
2018Summary only. Only limited summary data is available for this year.$1.49$0.03$1.46$0.66$0.64$0.02
2017Summary only. Only limited summary data is available for this year.$1.40$0.02$1.38$0.67$0.55$0.12
2016Summary only. Only limited summary data is available for this year.$1.29$0.02$1.26$0.66$0.54$0.12
2015Summary only. Only limited summary data is available for this year.$1.16$0.02$1.14$0.67$0.48$0.19
2014Summary only. Only limited summary data is available for this year.$0.98$0.02$0.95$0.53$0.46$0.08
2013Summary only. Only limited summary data is available for this year.$1.00$0.12$0.88$0.56$0.47$0.08
2012Summary only. Only limited summary data is available for this year.$0.96$0.16$0.79$0.53$0.42$0.11
2011Summary only. Only limited summary data is available for this year.$0.91$0.23$0.69$0.52$0.42$0.10