Civic Intelligence

Beta Epsilon Scholarship Fund

990 • Fiscal year 2025 • EIN 77-0470261

Jul 01, 2024 to Jun 30, 2025 • Filed on Aug 05, 2025

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

34th percentile

0.00x

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

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

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

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

94th percentile

62%

Higher net margin than 94% of similar nonprofits.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

63rd percentile

9.2%

Faster asset growth than 63% of similar nonprofits.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

99th percentile

628%

Faster revenue growth than 99% of similar nonprofits.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$885,051

Up $74,285 (+9.2%) from 2024

Net Assets

Up

$885,051

Up $74,285 (+9.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue

Up

$30,106

Up $25,973 (+628%) from 2024

Expenses

Up

$11,422

Up $5,759 (+102%) from 2024

Net Income

Up

$18,684

Up $20,214 (+1321%) from 2024

Historical Trend

Balance Sheet Trend

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 2025: $885,051Liabilities 2025: $0Net Assets 2025: $885,0512025

Highlighted filing

2025

Assets$885,051
Liabilities$0
Net Assets$885,051

Operations Trend

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 2025: $30,106Expenses 2025: $11,422Net Income 2025: $18,6842025

Highlighted filing

2025

Revenue$30,106
Expenses$11,422
Net Income$18,684
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 5, 2025
Return Version
2024v5.0
Gross Receipts
$30,106
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$885,051▲ $74,285
Total Assets$810,766$885,051▲ $74,285
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$810,766$885,051▲ $74,285
Total Net Assets Fund Balance$810,766$885,051▲ $74,285
Total Liabilities and Net Assets / Fund Balance$810,766$885,051▲ $74,285
Compensation and Service Providers

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
$30,106
Other Revenue
$0
Change in Net Assets
$18,684
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,397
Grants and Similar Amounts Paid$3,025
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$8,397--$8,397
Grants to Domestic Individuals$3,025--$3,025
Total Functional Expenses$11,422$0$0$11,422
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
2025-08-05
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 55,601

Raw XML Appendix239 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/TaxPeriodEndDt02025-06-30
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