Civic Intelligence

Texas Beta Students Aid Fund

990 • Fiscal year 2021 • EIN 74-6063278

Aug 01, 2020 to Jul 31, 2021 • Filed on Oct 07, 2021

Organization Profile
P O Box 3285Estes Park, CO 80517

(512) 731-4746

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

2021 filings • 501(c)2 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

43rd percentile

0.00x

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

2021 filings • 501(c)2 • <$500k nonprofits • Source year 2021

Net Margin

83rd percentile

45%

Higher net margin than 83% of similar nonprofits.

2021 filings • 501(c)2 • <$500k nonprofits • Source year 2021

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2021 filings • 501(c)2 • <$500k nonprofits • Source year 2021

Asset Growth

76th percentile

5.3%

Faster asset growth than 76% of similar nonprofits.

2021 filings • 501(c)2 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

66th percentile

16%

Faster revenue growth than 66% of similar nonprofits.

2021 filings • 501(c)2 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$473,875

Up $23,867 (+5.3%) from 2020

Net Assets

Up

$473,875

Up $23,867 (+5.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin83rd percentile

Revenue

Up

$70,650

Up $9,808 (+16%) from 2020

Expenses

Down

$39,014

Down $162,560 (-81%) from 2020

Net Income

Up

$31,636

Up $172,368 (+122%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$1.5M$1.0M$500K$0Assets 2016: $240,557Liabilities 2016: $0Net Assets 2016: $240,5572016Assets 2017: $571,082Liabilities 2017: $0Net Assets 2017: $571,0822017Assets 2018: $1,195,651Liabilities 2018: $561,140Net Assets 2018: $634,5112018Assets 2019: $1,135,898Liabilities 2019: $545,158Net Assets 2019: $590,7402019Assets 2020: $450,008Liabilities 2020: $0Net Assets 2020: $450,0082020Assets 2021: $473,875Liabilities 2021: $0Net Assets 2021: $473,8752021Assets 2025: $523,525Liabilities 2025: $0Net Assets 2025: $523,5252025

Highlighted filing

2021

Assets$473,875
Liabilities$0
Net Assets$473,875
Open 2021 Filing

Operations Trend

Revenue Growth66th percentile

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

$400K$200K$0-$200KRevenue 2016: $309,244Expenses 2016: $195,058Net Income 2016: $114,1862016Revenue 2017: $394,373Expenses 2017: $63,848Net Income 2017: $330,5252017Revenue 2018: $169,860Expenses 2018: $109,522Net Income 2018: $60,3382018Revenue 2019: $94,031Expenses 2019: $118,871Net Income 2019: -$24,8402019Revenue 2020: $60,842Expenses 2020: $201,574Net Income 2020: -$140,7322020Revenue 2021: $70,650Expenses 2021: $39,014Net Income 2021: $31,6362021Revenue 2025: $16,214Expenses 2025: $25,942Net Income 2025: -$9,7282025

Highlighted filing

2021

Revenue$70,650
Expenses$39,014
Net Income$31,636
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Oct 7, 2021
Return Version
2020v4.1
Gross Receipts
$70,650
Mission and Program Overview

Mission

To aid students of the University of Texas who are members of the Beta Omicron Chapter of Beta Theta Pi Fraternity with scholarships, maintaining land and buildings serving as housing for these students, and to ensure attainment of higher education goals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$300,000-
Cash and Non-Interest-Bearing Accounts$402,457$141,862▼ $260,595
Land, Buildings, and Equipment, Net$39,782$32,013▼ $7,769
Total Assets$442,239$473,875▲ $31,636
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$442,239$473,875▲ $31,636
Total Net Assets Fund Balance$442,239$473,875▲ $31,636
Total Liabilities and Net Assets / Fund Balance$442,239$473,875▲ $31,636

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$32,013$22,367$54,380
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
Don RobertsPresident
Gregg YoungVice President
Craig ClaytonDirector
Greg BairDirector
Jacob VillarrealDirector
James S DyerDirector
John LeFloreDirector
Louis G BaldwinDirector
Mac ChurchillDirector
Mark WombleDirector
Randy R HowryDirector
Richard ChambersDirector
Robert F McBeeDirector
George W HarcourtSecretary
Michael HarrisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$70,650
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$70,650
Change in Net Assets
$31,636
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$39,014
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$31,245--$31,245
Depreciation Depletion$7,769--$7,769
Total Functional Expenses$39,014$0$0$39,014
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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

Member election for additional members Part VI line 7A

“Members of the Board of Directors as a group have the authority to elect additional members to the Board by positive majority vote.”

Form 990 governing body review Part VI line 11

“The Form 990 tax return was reviewed and approved by Officers of the Board of Directors.”

Governing documents etc available to public Part VI line 19

“Governing documents are available upon request to the organizations Treasurer.”

Filing and Contact Details

Filer

Filer Name
Texas Beta Students Aid Fund
EIN
74-6063278
Address
P O Box 3285, Estes Park, CO 80517

Signing Officer

Name
D Michael Harris CPACITP
Title
Treasurer
Phone
5127314746
Signed
2021-10-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Don Roberts Director
Formed
1947
Legal Domicile
TX
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
15

Preparer

Firm
Harris and Company LLC
Address
PO Box 3285, Estes Park, CO 80517
Preparer
Michael Harris CPA
Phone
5127314746
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Detail of fees for services expenses: Professional fees $26,341 Utilities $162 Merchant Fees for Credit Card Charges $35 Chapter Support $626 Storage $4,086”

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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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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt039014
IRS990/TotalFunctionalExpensesGrp/TotalAmt039014
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0442239
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0473875
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt039014
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt070650
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0442239
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0473875
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0D Michael Harris CPACITP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05127314746
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Texas Beta Students Aid Fund
ReturnHeader/Filer/BusinessNameControlTxt0TEXA
ReturnHeader/Filer/EIN0746063278
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 3285
ReturnHeader/Filer/USAddress/CityNm0Estes Park
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080517
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455312951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Harris and Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 3285
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Estes Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080517
ReturnHeader/PreparerPersonGrp/PhoneNum05127314746
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Harris CPA
ReturnHeader/ReturnTs02021-10-07T15:33:04-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0D Michael
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Harris
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$473,875
Liabilities
$0
Net assets
$473,875
Revenue
$70,650
Expenses
$39,014
Net income
$31,636
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.02$0.03$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.07$0.04$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.06$0.20$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.55$0.59$0.09$0.12$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.20$0.56$0.63$0.17$0.11$0.06
2017Summary only. Only limited summary data is available for this year.$0.57$0.00$0.57$0.39$0.06$0.33
2016Summary only. Only limited summary data is available for this year.$0.24$0.00$0.24$0.31$0.20$0.11