Civic Intelligence

Beta Rho Alumni Assn

990 • Fiscal year 2014 • EIN 93-6027839

Sep 01, 2013 to Aug 31, 2014 • Filed on Sep 22, 2014

1699 Oak St97401

(541) 484-7394

Siviq Scores

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

Liabilities / Assets

65th percentile

0.31x

Higher debt load relative to assets than 65% of similar nonprofits.

2014 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

68th percentile

2.12x

Higher debt load relative to revenue than 68% of similar nonprofits.

2014 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2014

Net Margin

57th percentile

22%

Higher net margin than 57% of similar nonprofits.

2014 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

66th percentile

$0

Higher top officer pay than 66% of similar nonprofits.

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

2014 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2014

Asset Growth

40th percentile

-1.6%

Faster asset growth than 40% of similar nonprofits.

2014 filings • 501(c)2 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Down

$906,913

Down $14,972 (-1.6%) from 2013

Net Assets

Up

$623,257

Up $29,053 (+4.9%) from 2013

Liabilities

Down

$283,656

Down $44,025 (-13%) from 2013

Revenue

$133,886

No earlier filing loaded for comparison.

Expenses

Up

$104,834

Up $40,939 (+64%) from 2013

Net Income

$29,052

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $895,182Liabilities 2011: $390,971Net Assets 2011: $504,2112011Assets 2012: $903,557Liabilities 2012: $405,599Net Assets 2012: $497,9582012Assets 2013: $921,885Liabilities 2013: $327,681Net Assets 2013: $594,2042013Assets 2014: $906,913Liabilities 2014: $283,656Net Assets 2014: $623,2572014Assets 2015: $947,443Liabilities 2015: $219,859Net Assets 2015: $727,5842015Assets 2016: $1,010,547Liabilities 2016: $202,982Net Assets 2016: $807,5652016Assets 2017: $999,488Liabilities 2017: $185,604Net Assets 2017: $813,8842017Assets 2018: $919,237Liabilities 2018: $166,665Net Assets 2018: $752,5722018Assets 2019: $942,847Liabilities 2019: $146,787Net Assets 2019: $796,0602019Assets 2020: $895,740Liabilities 2020: $125,998Net Assets 2020: $769,7422020Assets 2021: $924,868Liabilities 2021: $109,591Net Assets 2021: $815,2772021Assets 2022: $1,002,764Liabilities 2022: $97,263Net Assets 2022: $905,5012022Assets 2023: $1,464,652Liabilities 2023: $80,217Net Assets 2023: $1,384,4352023Assets 2024: $3,719,458Liabilities 2024: $2,159,643Net Assets 2024: $1,559,8152024Assets 2025: $3,729,589Liabilities 2025: $2,122,821Net Assets 2025: $1,606,7682025

Highlighted filing

2014

Assets$906,913
Liabilities$283,656
Net Assets$623,257

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $114,7002011Expenses 2012: $127,9712012Expenses 2013: $63,8952013Revenue 2014: $133,886Expenses 2014: $104,834Net Income 2014: $29,0522014Revenue 2015: $157,775Expenses 2015: $53,448Net Income 2015: $104,3272015Revenue 2016: $173,401Expenses 2016: $93,422Net Income 2016: $79,9792016Revenue 2017: $120,201Expenses 2017: $113,884Net Income 2017: $6,3172017Revenue 2018: $22,700Expenses 2018: $84,012Net Income 2018: -$61,3122018Revenue 2019: $119,000Expenses 2019: $75,510Net Income 2019: $43,4902019Revenue 2020: $267,029Expenses 2020: $246,778Net Income 2020: $20,2512020Revenue 2021: $256,233Expenses 2021: $210,697Net Income 2021: $45,5362021Revenue 2022: $268,375Expenses 2022: $178,152Net Income 2022: $90,2232022Revenue 2023: $683,999Expenses 2023: $205,064Net Income 2023: $478,9352023Revenue 2024: $797,478Expenses 2024: $622,098Net Income 2024: $175,3802024Revenue 2025: $488,676Expenses 2025: $438,777Net Income 2025: $49,8992025

Highlighted filing

2014

Revenue$133,886
Expenses$104,834
Net Income$29,052
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Sep 22, 2014
Return Version
2013v3.1
Gross Receipts
$133,886
Mission and Program Overview

Mission

STUDENT HOUSING

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$848,015$848,015→ $0
Rtn Earn Endowment Incm Other Fnds$594,204$623,257▲ $29,053
Cash and Non-Interest-Bearing Accounts$73,870$58,898▼ $14,972
Total Assets$921,885$906,913▼ $14,972
Liabilities
Mortgage Notes Payable Secured by Investment Property$327,182$283,232▼ $43,950
Accounts Payable and Accrued Expenses$499$424▼ $75
Total Liabilities$327,681$283,656▼ $44,025
Net Assets / Fund Balance
Total Net Assets Fund Balance$594,204$623,257▲ $29,053
Total Liabilities and Net Assets / Fund Balance$921,885$906,913▼ $14,972

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$848,015--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Barclay GraysonOfficer
David RaeOfficer
William SchaubOfficer
Revenue and Support

Revenue Composition

Contributions and Grants
$20,900
Program Service Revenue
$112,986
Investment Income
$0
Other Revenue
$0
All Other Contributions
$20,900
Change in Net Assets
$29,052
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$79,183
Salaries, Compensation, and Employee Benefits$25,651
Total Fundraising Expense$2,034
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$40,970$0$0$40,970
Other Salaries and Wages$23,000$0$0$23,000
Other Expenses$16,030$0$0$16,030
Interest$14,331$0$0$14,331
Fees for Services Accounting$0$3,090$0$3,090
Payroll Taxes$2,651$0$0$2,651
Office Expenses$9$0$2,034$2,043
Insurance$660$0$0$660
Total Functional Expenses$99,710$3,090$2,034$104,834
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 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
Filing and Contact Details

Filer

EIN
93-6027839
Phone
5414847394

Signing Officer

Name
Barclay Grayson
Title
Treasurer
Phone
5414847394
Signed
2014-09-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barclay Grayson
Formed
1909
Legal Domicile
Or
Voting Board Members
3
Independent Board Members
3
Employees
1
Volunteers
0

Preparer

Preparer
Mark a Peterman
Phone
5414847394
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

990 is available by request

Form 990EZ, Part II, Line 26

Bonds, mortgages & other notes

Form 990, Part IX, Line 24F

Fees 10221. 10221. 0. 0. Repairs & maintenance 28825. 28825. 0. 0. House improvements 1924. 1924. 0. 0.

Raw XML Appendix288 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
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IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01909
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt018670
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0133886
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
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IRS990/InterestGrp/TotalAmt014331
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0848015
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0848015
IRS990/LandBldgEquipCostOrOtherBssAmt0848015
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0STUDENT HOUSING
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0327182
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0283232
IRS990/NetAssetsOrFundBalancesBOYAmt0594204
IRS990/NetAssetsOrFundBalancesEOYAmt0623257
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt02034
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt09
IRS990/OfficeExpensesGrp/TotalAmt02043
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0WORKERS COMP INSUR
IRS990/OtherExpensesGrp/Desc1ALUMNI RELATIONS
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/Desc3PROPERTY TAXES
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IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BARCLAY GRAYSON
IRS990/PriorPeriodAdjustmentsAmt01
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IRS990/RelatedEntityInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
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IRS990/ReportProgramRelatedInvstInd0false
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990 IS AVAILABLE BY REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BONDS, MORTGAGES & OTHER NOTES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FEES 10221. 10221. 0. 0. REPAIRS & MAINTENANCE 28825. 28825. 0. 0. HOUSE IMPROVEMENTS 1924. 1924. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24f
IRS990/SchoolOperatingInd0false
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IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARCLAY GRAYSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05414847394
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine10BETA RHO ALUMNI ASSN
ReturnHeader/Filer/BusinessNameControlTxt0BETA
ReturnHeader/Filer/EIN0936027839
ReturnHeader/Filer/PhoneNum05414847394
ReturnHeader/Filer/USAddress/AddressLine101699 Oak St
ReturnHeader/Filer/USAddress/City0EUGENE
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097401
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BOTTOMLINE MARK PETERMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101699 OAK ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0EUGENE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0974014022
ReturnHeader/PreparerPersonGrp/PhoneNum05414847394
ReturnHeader/PreparerPersonGrp/PreparationDt02014-09-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK A PETERMAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-09-29T13:49:41-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.73$2.12$1.61$0.49$0.44$0.05
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.72$2.16$1.56$0.80$0.62$0.18
2023Detailed filing. Detailed filing data is available for this year.$1.46$0.08$1.38$0.68$0.21$0.48
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.10$0.91$0.27$0.18$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.92$0.11$0.82$0.26$0.21$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.90$0.13$0.77$0.27$0.25$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.94$0.15$0.80$0.12$0.08$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.17$0.75$0.02$0.08$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.00$0.19$0.81$0.12$0.11$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.01$0.20$0.81$0.17$0.09$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.22$0.73$0.16$0.05$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.91$0.28$0.62$0.13$0.10$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.33$0.59$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.41$0.50$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.39$0.50$0.11