Civic Intelligence

Beta Psi of Gamma Phi Beta Inc

990 • Fiscal year 2023 • EIN 73-0676032

Aug 01, 2022 to Jul 31, 2023 • Filed on Nov 15, 2023

PO Box 2163Stillwater, OK 74076

(918) 232-5946

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.70x

Higher debt load relative to assets than 83% of similar nonprofits.

2023 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

96th percentile

4.98x

Higher debt load relative to revenue than 96% of similar nonprofits.

2023 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2023

Net Margin

46th percentile

3.9%

Higher net margin than 46% of similar nonprofits.

2023 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2023 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2023

Asset Growth

20th percentile

-2.5%

Faster asset growth than 20% of similar nonprofits.

2023 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

83rd percentile

20%

Faster revenue growth than 83% of similar nonprofits.

2023 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Down

$7,939,667

Down $203,133 (-2.5%) from 2022

Net Assets

Up

$2,382,582

Up $30,002 (+1.3%) from 2022

Liabilities

Down

$5,557,085

Down $233,135 (-4.0%) from 2022

Revenue

Up

$1,115,556

Up $184,368 (+20%) from 2022

Expenses

Down

$1,072,527

Down $60,681 (-5.4%) from 2022

Net Income

Up

$43,029

Up $245,049 (+121%) from 2022

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2012: $982,106Liabilities 2012: $453,645Net Assets 2012: $528,4612012Assets 2013: $1,098,970Liabilities 2013: $468,083Net Assets 2013: $630,8872013Assets 2014: $1,128,329Liabilities 2014: $330,870Net Assets 2014: $797,4592014Assets 2015: $1,202,321Liabilities 2015: $244,306Net Assets 2015: $958,0152015Assets 2016: $1,323,142Liabilities 2016: $13,200Net Assets 2016: $1,309,9422016Assets 2017: $1,429,968Liabilities 2017: $17,200Net Assets 2017: $1,412,7682017Assets 2018: $1,501,260Liabilities 2018: $20,400Net Assets 2018: $1,480,8602018Assets 2019: $1,952,439Liabilities 2019: $237,698Net Assets 2019: $1,714,7412019Assets 2020: $2,594,196Liabilities 2020: $228,397Net Assets 2020: $2,365,7992020Assets 2021: $8,298,890Liabilities 2021: $5,716,866Net Assets 2021: $2,582,0242021Assets 2022: $8,142,800Liabilities 2022: $5,790,220Net Assets 2022: $2,352,5802022Assets 2023: $7,939,667Liabilities 2023: $5,557,085Net Assets 2023: $2,382,5822023Assets 2024: $7,884,607Liabilities 2024: $5,304,065Net Assets 2024: $2,580,5422024Assets 2025: $7,740,281Liabilities 2025: $5,119,621Net Assets 2025: $2,620,6602025

Highlighted filing

2023

Assets$7,939,667
Liabilities$5,557,085
Net Assets$2,382,582

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $565,693Expenses 2012: $506,012Net Income 2012: $59,6812012Expenses 2013: $591,2382013Revenue 2014: $714,847Expenses 2014: $548,275Net Income 2014: $166,5722014Revenue 2015: $720,259Expenses 2015: $559,125Net Income 2015: $161,1342015Revenue 2016: $909,122Expenses 2016: $557,195Net Income 2016: $351,9272016Revenue 2017: $705,601Expenses 2017: $602,775Net Income 2017: $102,8262017Revenue 2018: $677,229Expenses 2018: $609,137Net Income 2018: $68,0922018Revenue 2019: $758,495Expenses 2019: $524,615Net Income 2019: $233,8802019Revenue 2020: $947,768Expenses 2020: $314,561Net Income 2020: $633,2072020Revenue 2021: $983,419Expenses 2021: $782,658Net Income 2021: $200,7612021Revenue 2022: $931,188Expenses 2022: $1,133,208Net Income 2022: -$202,0202022Revenue 2023: $1,115,556Expenses 2023: $1,072,527Net Income 2023: $43,0292023Revenue 2024: $1,307,873Expenses 2024: $1,108,925Net Income 2024: $198,9482024Revenue 2025: $1,225,487Expenses 2025: $1,173,263Net Income 2025: $52,2242025

Highlighted filing

2023

Revenue$1,115,556
Expenses$1,072,527
Net Income$43,029
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$1,175,960
Mission and Program Overview

Mission

Provide member housing to facilitate educational, social, and environmental learning at the Oklahoma State University campus.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,435,941$7,187,812▼ $248,129
Savings and Temporary Cash Investments$483,676$533,130▲ $49,454
Cash and Non-Interest-Bearing Accounts$117,516$167,831▲ $50,315
Accounts Receivable$95,217$46,144▼ $49,073
Intangible Assets$10,450$4,750▼ $5,700
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$8,142,800$7,939,667▼ $203,133
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$5,572,129$5,355,492▼ $216,637
Deferred Revenue$204,730$193,497▼ $11,233
Other Liabilities$12,300$7,000▼ $5,300
Accounts Payable and Accrued Expenses$1,061$1,096▲ $35
Total Liabilities$5,790,220$5,557,085▼ $233,135
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,352,580$2,382,582▲ $30,002
Total Net Assets Fund Balance$2,352,580$2,382,582▲ $30,002
Total Liabilities and Net Assets / Fund Balance$8,142,800$7,939,667▼ $203,133

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$6,017,587$1,165,912$7,183,499
Buildings$162,148$1,273,975$1,436,123
Other Land Buildings$825,402$124,853$950,255
Land$177,886-$177,886
Equipment$4,789$6,386$11,175
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$45,158
Program Service Revenue
$1,045,168
Investment Income
$4,384
Other Revenue
$20,846
All Other Contributions
$45,158
Change in Net Assets
$43,029
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,030,826
Salaries, Compensation, and Employee Benefits$41,701
Total Fundraising Expense$2,048
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest-$287,350-$287,350
Depreciation Depletion$240,807--$240,807
Occupancy$83,093--$83,093
Other Salaries and Wages$38,626--$38,626
Fees for Services Accounting-$27,400-$27,400
Insurance$26,233--$26,233
All Other Expenses$7,491$5,325$2,048$14,864
Fees for Services Management$11,000--$11,000
Other Expenses$8,167--$8,167
Payroll Taxes$3,075--$3,075
Travel-$2,240-$2,240
Office Expenses-$343-$343
Total Functional Expenses$747,821$322,658$2,048$1,072,527
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$7,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
No
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

Organization has members

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

Form 990 is prepared by an CPA firm and reviewed by the organization's top management. Form 990 is then reviewed and approved by the board to filling with the IRS.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents available to the public upon written request.

Filing and Contact Details

Filer

Filer Name
Beta Psi of Gamma Phi Beta Inc
EIN
73-0676032
Phone
9182325946
Address
PO BOX 2163, STILLWATER, OK 74076

Signing Officer

Name
Vicki Mosier
Title
Treasurer
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shelley Pulliam
Formed
1958
Legal Domicile
Ok
Voting Board Members
10
Independent Board Members
10
Employees
1

Preparer

Firm
Cbew Professional Group Llp - Cushing
Address
206 N HARRISON AVE, CUSHING, OK 74023
Preparer
Gabrielle M Conchola CPA
Phone
9182254216
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Nondeductible Federal Income Tax Due Pmts from prior years = -$13027

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IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-13027
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1REPAIR & MAINT
IRS990/OtherExpensesGrp/Desc2HOUSEHOLD SUPPLIES
IRS990/OtherExpensesGrp/Desc3LANDSCAPING
IRS990/OtherExpensesGrp/ProgramServicesAmt0266292
IRS990/OtherExpensesGrp/ProgramServicesAmt148030
IRS990/OtherExpensesGrp/ProgramServicesAmt215007
IRS990/OtherExpensesGrp/ProgramServicesAmt38167
IRS990/OtherExpensesGrp/TotalAmt0266292
IRS990/OtherExpensesGrp/TotalAmt148030
IRS990/OtherExpensesGrp/TotalAmt215007
IRS990/OtherExpensesGrp/TotalAmt38167
IRS990/OtherLiabilitiesGrp/BOYAmt012300
IRS990/OtherLiabilitiesGrp/EOYAmt07000
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt038626
IRS990/OtherSalariesAndWagesGrp/TotalAmt038626
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt03075
IRS990/PayrollTaxesGrp/TotalAmt03075
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0SHELLEY PULLIAM
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0MEMBER HOUSING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01045168
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01045168
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt058500
IRS990/PYInvestmentIncomeAmt033994
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01092830
IRS990/PYOtherRevenueAmt036027
IRS990/PYProgramServiceRevenueAmt0802667
IRS990/PYRevenuesLessExpensesAmt0-202020
IRS990/PYSalariesCompEmpBnftPaidAmt040378
IRS990/PYTotalExpensesAmt01133208
IRS990/PYTotalRevenueAmt0931188
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt043029
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt020846
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0483676
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0533130
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0162148
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01273975
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01436123
IRS990ScheduleD/EquipmentGrp/BookValueAmt04789
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06386
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt011175
IRS990ScheduleD/LandGrp/BookValueAmt0177886
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0177886
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt06017587
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01165912
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt07183499
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0825402
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0124853
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0950255
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07187812
IRS990ScheduleD/TotalLiabilityAmt07000
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Organization has members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is prepared by an CPA firm and reviewed by the organization's top management. Form 990 is then reviewed and approved by the board to filling with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization makes its governing documents available to the public upon written request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Nondeductible Federal Income Tax Due Pmts from prior years = -$13027
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt08142800
IRS990/TotalAssetsEOYAmt07939667
IRS990/TotalAssetsGrp/BOYAmt08142800
IRS990/TotalAssetsGrp/EOYAmt07939667
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt045158
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02048
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0322658
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0747821
IRS990/TotalFunctionalExpensesGrp/TotalAmt01072527
IRS990/TotalGrossUBIAmt020846
IRS990/TotalLiabilitiesBOYAmt05790220
IRS990/TotalLiabilitiesEOYAmt05557085
IRS990/TotalLiabilitiesGrp/BOYAmt05790220
IRS990/TotalLiabilitiesGrp/EOYAmt05557085
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02352580
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02382582
IRS990/TotalProgramServiceExpensesAmt0747821
IRS990/TotalProgramServiceRevenueAmt01045168
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01049552
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01115556
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt020846
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08142800
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07939667
IRS990/TravelGrp/ManagementAndGeneralAmt02240
IRS990/TravelGrp/TotalAmt02240
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 2163
IRS990/USAddress/CityNm0STILLWATER
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd074076
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VICKI MOSIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BETA PSI OF GAMMA PHI BETA INC
ReturnHeader/Filer/BusinessNameControlTxt0BETA
ReturnHeader/Filer/EIN0730676032

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.74$5.12$2.62$1.23$1.17$0.05
2024Detailed filing. Detailed filing data is available for this year.$7.88$5.30$2.58$1.31$1.11$0.20
2023Detailed filing. Detailed filing data is available for this year.$7.94$5.56$2.38$1.12$1.07$0.04
2022Detailed filing. Detailed filing data is available for this year.$8.14$5.79$2.35$0.93$1.13$0.20
2021Detailed filing. Detailed filing data is available for this year.$8.30$5.72$2.58$0.98$0.78$0.20
2020Detailed filing. Detailed filing data is available for this year.$2.59$0.23$2.37$0.95$0.31$0.63
2019Detailed filing. Detailed filing data is available for this year.$1.95$0.24$1.71$0.76$0.52$0.23
2018Detailed filing. Detailed filing data is available for this year.$1.50$0.02$1.48$0.68$0.61$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.43$0.02$1.41$0.71$0.60$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.32$0.01$1.31$0.91$0.56$0.35
2015Summary only. Only limited summary data is available for this year.$1.20$0.24$0.96$0.72$0.56$0.16
2014Summary only. Only limited summary data is available for this year.$1.13$0.33$0.80$0.71$0.55$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.47$0.63$0.59
2012Summary only. Only limited summary data is available for this year.$0.98$0.45$0.53$0.57$0.51$0.06
Peer Organizations

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