Civic Intelligence

Epsilon Beta Alumni Foundation

990PF • Fiscal year 2024 • EIN 86-0448550

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 18, 2025

9201 E Canyon RdScottsdale, AZ 85255

(602) 684-1658

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

32nd percentile

-7.3%

Higher net margin than 32% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

38th percentile

-4.6%

Faster asset growth than 38% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

94%

Faster revenue growth than 89% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$170,640

Down $8,319 (-4.6%) from 2023

Net Assets

$170,640

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1,368 (-100%) from 2023

Revenue

Up

$94,909

Up $45,944 (+94%) from 2023

Expenses

Up

$101,860

Up $58,413 (+134%) from 2023

Net Income

Down

-$6,951

Down $12,469 (-226%) from 2023

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $292,478Liabilities 2011: $02011Assets 2012: $288,714Liabilities 2012: $02012Assets 2013: $309,612Liabilities 2013: $02013Assets 2014: $307,543Liabilities 2014: $0Net Assets 2014: $307,5432014Assets 2015: $294,930Liabilities 2015: $0Net Assets 2015: $294,9302015Assets 2016: $265,430Liabilities 2016: $0Net Assets 2016: $265,4302016Assets 2017: $230,795Liabilities 2017: $0Net Assets 2017: $230,7952017Assets 2018: $205,397Liabilities 2018: $800Net Assets 2018: $204,5972018Assets 2019: $186,904Liabilities 2019: $0Net Assets 2019: $186,9042019Assets 2020: $177,698Liabilities 2020: $0Net Assets 2020: $177,6982020Assets 2021: $176,525Liabilities 2021: $0Net Assets 2021: $176,5252021Assets 2022: $172,073Liabilities 2022: $0Net Assets 2022: $172,0732022Assets 2023: $178,959Liabilities 2023: $1,3682023Assets 2024: $170,640Liabilities 2024: $0Net Assets 2024: $170,6402024

Highlighted filing

2024

Assets$170,640
Liabilities$0
Net Assets$170,640

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $10,279Expenses 2011: $9,335Net Income 2011: $9442011Revenue 2012: $9,306Expenses 2012: $13,070Net Income 2012: -$3,7642012Revenue 2013: $33,734Expenses 2013: $12,836Net Income 2013: $20,8982013Revenue 2014: $19,277Expenses 2014: $21,346Net Income 2014: -$2,0692014Revenue 2015: $20,899Expenses 2015: $33,512Net Income 2015: -$12,6132015Revenue 2016: $6,688Expenses 2016: $36,188Net Income 2016: -$29,5002016Revenue 2017: $3,801Expenses 2017: $38,436Net Income 2017: -$34,6352017Revenue 2018: $23,383Expenses 2018: $49,581Net Income 2018: -$26,1982018Revenue 2019: $41,950Expenses 2019: $59,643Net Income 2019: -$17,6932019Revenue 2020: $53,668Expenses 2020: $62,875Net Income 2020: -$9,2072020Revenue 2021: $76,091Expenses 2021: $77,264Net Income 2021: -$1,1732021Revenue 2022: $17,155Expenses 2022: $21,607Net Income 2022: -$4,4522022Revenue 2023: $48,965Expenses 2023: $43,447Net Income 2023: $5,5182023Revenue 2024: $94,909Expenses 2024: $101,860Net Income 2024: -$6,9512024

Highlighted filing

2024

Revenue$94,909
Expenses$101,860
Net Income-$6,951
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 18, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAY RICHARDSONPresident-$0--
DAN JOHNSONTreasurer-$0--
LEE ESCHSecretary-$0--
RUSTY BUSSMember-$0--
JEFF SCHAFERMember-$0--
TIM ABEYTAMember-$0--
JASON GROUNDMember-$0--
BOB BARBERMember-$0--
ROY STONECIPHERMember-$0--
BOB RUIKKAMember-$0--
Filing and Contact Details

Filer

Filer Name
Epsilon Beta Alumni Foundation
EIN
86-0448550
Phone
6026841658
Address
9201 E CANYON RD, SCOTTSDALE, AZ 85255

Signing Officer

Name
Dan Johnson
Title
Treasurer
Phone
6026841658
Signed
2025-11-18
Discuss with paid preparer
Yes

Preparer

Firm
Sigrist Cheek Potter & Huyser Pllc
Address
8110 E CACTUS RD STE 110, SCOTTSDALE, AZ 85260
Preparer
Ahmet H Erkal
Phone
4807301569
Raw XML Appendix351 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
AccountingFeesSchedule/AccountingFeesDetail/Amt02300
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING & TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0126935
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt117436
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MORGAN STANLEY STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MORGAN STANLEY MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2RAYMOND JAMES STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3RAYMOND JAMES MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0692352
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt131555
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt05718
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt087759
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt022
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt093499
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt093499
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01150
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt087759
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt092050
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt092050
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01410
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt05718
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt05718
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-6951
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0119054
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0111
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt022
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt022
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0111
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt087759
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt092230
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt06842
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06842
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0549
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt098892
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01269
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0101860
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt093499
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt094909
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06842
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01269
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt09810
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt031295
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt086396
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt086396
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0117691
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0RAYMOND JAMES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt087759
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-6951
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0170640
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0177591
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0170640
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt021598
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt021598
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt021598
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt022880
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01282
IRS990PF/DistributableAmountGrp/TotalTaxAmt01282
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0700
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01282
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01282
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01282
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0593
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0700
IRS990PF/FMVAssetsEOYAmt0750176
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt01368
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0990
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt05722
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt05722
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0177591
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0170640
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0158298
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0144371
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0723907
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt019671
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt020547
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt020547
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0178959
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0170640
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0750176
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01368
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0178959
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0177591
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0170640
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0464568
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt023465
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0441103
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06969
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt022880
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0457599
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0464568
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt9000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAY RICHARDSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DAN JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LEE ESCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3RUSTY BUSS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JEFF SCHAFER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5TIM ABEYTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6JASON GROUND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7BOB BARBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8ROY STONECIPHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9BOB RUIKKA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9MEMBER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22511 E CAROL AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt33751 N HASH KNIFE CIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt42020 N KLONDIKE DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt59201 E CANYON VIEW RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt69202 E CANYON VIEW RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt79203 E CANYON VIEW RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt89204 E CANYON VIEW RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt99205 E CANYON VIEW RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MESA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PHOENIX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3TUCSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4TUCSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5SCOTTSDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6SCOTTSDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7SCOTTSDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8SCOTTSDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm9SCOTTSDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd9AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd085212
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd185255
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd285028
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd385749
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd485749
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd585255
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd685255
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd785255
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd885255
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd985255
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt098892
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt098892
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DAN JOHNSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt09201 E CANYON VIEW RD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SCOTTSDALE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AZ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd085255
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AZ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06026841658
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0CONTRIBUTION TO UNIVERSITY OF ARIZONA FOUNDATION FOR ADMINSTRATION OF SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt091500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS FOR NEEDY STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIVERISTY OF ARIZONA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01200 E UNIVERSITY BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TUCSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd085721
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt091500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt021598
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021598
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09202
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt035158
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt026153
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt031069
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt031069
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0147807
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt077294
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09202
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt035158
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt026153
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt098892
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt077294
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0178876
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0101582
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2TRAVEL/HOMECOMING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BUSINESS MEETINGS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt14477
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2340
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31925
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14477
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2340
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31925
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08
TaxesSchedule/TaxesDetail/Amt0549
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAN JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06026841658
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EPSILON BETA ALUMNI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EPSI
ReturnHeader/Filer/EIN0860448550
ReturnHeader/Filer/PhoneNum06026841658
ReturnHeader/Filer/USAddress/AddressLine1Txt09201 E CANYON RD
ReturnHeader/Filer/USAddress/CityNm0SCOTTSDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085255
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0710924428
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIGRIST CHEEK POTTER & HUYSER PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08110 E CACTUS RD STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SCOTTSDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085260
ReturnHeader/PreparerPersonGrp/PhoneNum04807301569
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AHMET H ERKAL
ReturnHeader/ReturnTs02025-11-18T10:50:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.95$1.02$0.07
2023Summary only. Only limited summary data is available for this year.$1.79$0.01$0.49$0.43$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.17$0.22$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.76$0.77$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.54$0.63$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.00$1.87$0.42$0.60$0.18
2018Detailed filing. Detailed filing data is available for this year.$2.05$0.01$2.05$0.23$0.50$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.31$0.00$2.31$0.04$0.38$0.35
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$0.00$2.65$0.07$0.36$0.30
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.00$2.95$0.21$0.34$0.13
2014Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.19$0.21$0.02
2013Summary only. Only limited summary data is available for this year.$3.10$0.00$0.34$0.13$0.21
2012Summary only. Only limited summary data is available for this year.$2.89$0.00$0.09$0.13$0.04
2011Summary only. Only limited summary data is available for this year.$2.92$0.00$0.10$0.09$0.01
Peer Organizations

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