Civic Intelligence

Beta Epsilon Scholarship Fund

990 • Fiscal year 2024 • EIN 77-0470261

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 04, 2024

Organization Profile
PO Box 4450Davis, CA 95617

(530) 400-1168

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

9th percentile

-37%

Higher net margin than 9% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

73rd percentile

17%

Faster asset growth than 73% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-99%

Faster revenue growth than 1% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Flat

$810,766

Flat from 2024

Net Assets

Flat

$810,766

Flat from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin9th percentile

Revenue

Flat

$4,133

Flat from 2024

Expenses

Flat

$5,663

Flat from 2024

Net Income

Flat

-$1,530

Flat from 2024

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$1.0M$500K$0Assets 2018: $28,276Liabilities 2018: $02018Assets 2023: $691,714Liabilities 2023: $156Net Assets 2023: $691,5582023Assets 2024: $810,766Liabilities 2024: $0Net Assets 2024: $810,7662024Assets 2024: $810,766Liabilities 2024: $0Net Assets 2024: $810,7662024Assets 2025: $885,051Liabilities 2025: $0Net Assets 2025: $885,0512025

Highlighted filing

2024

Assets$810,766
Liabilities$0
Net Assets$810,766
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2018: $0Expenses 2018: $5,387Net Income 2018: -$5,3872018Revenue 2023: $691,729Expenses 2023: $171Net Income 2023: $691,5582023Revenue 2024: $4,133Expenses 2024: $5,663Net Income 2024: -$1,5302024Revenue 2024: $4,133Expenses 2024: $5,663Net Income 2024: -$1,5302024Revenue 2025: $30,106Expenses 2025: $11,422Net Income 2025: $18,6842025

Highlighted filing

2024

Revenue$4,133
Expenses$5,663
Net Income-$1,530
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 4, 2024
Return Version
2023v5.0
Gross Receipts
$4,133
Mission and Program Overview

Mission

The specific purpose for which this corporation is organized are exclusively charitable, and educational, including, for such purposes, the awarding of scholarships and the making of distributions to organizations that qualify as exempt organizations under section 501(c)3 of the internal revenue code, or corresponding section of any future tax code.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$810,766-
Pledges and Grants Receivable$674,158--
Cash and Non-Interest-Bearing Accounts$17,556--
Total Assets$691,714$810,766▲ $119,052
Liabilities
Deferred Revenue$156--
Total Liabilities$156$0▼ $156
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$691,558$810,766▲ $119,208
Total Net Assets Fund Balance$691,558$810,766▲ $119,208
Total Liabilities and Net Assets / Fund Balance$691,714$810,766▲ $119,052
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Justin SchlageterPresident
David PanconiSecretary
Jak BettencourtTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$4,093
Other Revenue
$40
Change in Net Assets
$-1,530
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,946
Other Expenses$2,717
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$2,946--$2,946
Fees for Services Legal-$755-$755
Other Expenses$100--$100
Advertising$69--$69
Office Expenses$28--$28
Total Functional Expenses$4,908$755$0$5,663
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Beta Epsilon Scholarship Fund
EIN
77-0470261
Phone
5304001168
Address
PO BOX 4450, DAVIS, CA 95617

Signing Officer

Name
Justin Schlageter
Title
President
Phone
5304001168
Signed
2024-09-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Justin Schlageter
Formed
1997
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Norcal Tax Accountancy
Address
3103 VINEYARD RD, ROSEVILLE, CA 95747
Preparer
Kirk J Head CPA
Phone
9167880788
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The specific purpose for which this corporation is organized are exclusively charitable, and educational, including, for such purposes, the awarding of scholarships and the making of distributions to organizations that qualify as exempt organizations under section 501(c)3 of the internal revenue code, or corresponding section of any future tax code.”

Form 990, Part XI, Line 9

“Prior contributions with no restrictions 120,738”

Raw XML Appendix254 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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IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt02946
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt02946
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt04133
IRS990/GroupReturnForAffiliatesInd0false
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IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt028
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
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IRS990/OtherChangesInNetAssetsAmt0120738
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IRS990/OtherExpensesGrp/ProgramServicesAmt01765
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IRS990/ReconcilationRevenueExpnssAmt0-1530
IRS990/RelatedEntityInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SPECIFIC PURPOSE FOR WHICH THIS CORPORATION IS ORGANIZED ARE EXCLUSIVELY CHARITABLE, AND EDUCATIONAL, INCLUDING, FOR SUCH PURPOSES, THE AWARDING OF SCHOLARSHIPS AND THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE CODE, OR CORRESPONDING SECTION OF ANY FUTURE TAX CODE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR CONTRIBUTIONS WITH NO RESTRICTIONS 120,738
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ReturnHeader/BuildTS02024-08-08 14:25:15Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05304001168
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-04
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03103 VINEYARD RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095747
ReturnHeader/PreparerPersonGrp/PhoneNum09167880788
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIRK J HEAD CPA
ReturnHeader/ReturnTs02024-09-10T12:21:34-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$810,766
Liabilities
$0
Net assets
$810,766
Revenue
$4,133
Expenses
$5,663
Net income
-$1,530
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.85$0.00$8.85$0.30$0.11$0.19
2024Detailed filing. Detailed filing data is available for this year.$8.11$0.00$8.11$0.04$0.06$0.02
2024Summary only. Only limited summary data is available for this year.$8.11$0.00$8.11$0.04$0.06$0.02
2023Summary only. Only limited summary data is available for this year.$6.92$0.00$6.92$6.92$0.00$6.92
2018Summary only. Only limited summary data is available for this year.$0.28$0.00$0.00$0.05$0.05