Civic Intelligence

Beta Theta Pi Scholastic Foundation of Southern California

990PF • Fiscal year 2016 • EIN 95-6042053

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 05, 2017

Organization Profile
600 Wilshire Blvd 1515Los Angeles, CA 90017

(213) 683-1013

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

77th percentile

19%

Higher net margin than 77% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

66th percentile

9.8%

Faster asset growth than 66% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

96th percentile

204%

Faster revenue growth than 96% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$48,357

Up $4,316 (+9.8%) from 2015

Net Assets

Up

$48,357

Up $4,316 (+9.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin77th percentile

Revenue

Up

$22,503

Up $15,098 (+204%) from 2015

Expenses

Up

$18,187

Up $7,813 (+75%) from 2015

Net Income

Up

$4,316

Up $7,285 (+245%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$80K$60K$40K$20K$0Assets 2011: $72,109Liabilities 2011: $0Net Assets 2011: $72,1092011Assets 2012: $71,550Liabilities 2012: $0Net Assets 2012: $71,5502012Assets 2013: $48,510Liabilities 2013: $0Net Assets 2013: $48,5102013Assets 2014: $47,010Liabilities 2014: $0Net Assets 2014: $47,0102014Assets 2015: $44,041Liabilities 2015: $0Net Assets 2015: $44,0412015Assets 2016: $48,357Liabilities 2016: $0Net Assets 2016: $48,3572016Assets 2017: $41,396Liabilities 2017: $0Net Assets 2017: $41,3962017Assets 2018: $5,956Liabilities 2018: $0Net Assets 2018: $5,9562018Assets 2019: $5,846Liabilities 2019: $0Net Assets 2019: $5,8462019Assets 2020: $5,516Liabilities 2020: $0Net Assets 2020: $5,5162020Assets 2021: $5,246Liabilities 2021: $0Net Assets 2021: $5,2462021Assets 2022: $2,746Liabilities 2022: $0Net Assets 2022: $2,7462022Assets 2023: $62,178Liabilities 2023: $12023Assets 2024: $1,653Liabilities 2024: $0Net Assets 2024: $1,6532024

Highlighted filing

2016

Assets$48,357
Liabilities$0
Net Assets$48,357
Open 2016 Filing

Operations Trend

Revenue Growth96th percentile

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

$100K$50K$0-$50K-$100KExpenses 2011: $6,0242011Expenses 2012: $3,1502012Revenue 2013: $25Expenses 2013: $23,065Net Income 2013: -$23,0402013Revenue 2014: $10Expenses 2014: $1,510Net Income 2014: -$1,5002014Revenue 2015: $7,405Expenses 2015: $10,374Net Income 2015: -$2,9692015Revenue 2016: $22,503Expenses 2016: $18,187Net Income 2016: $4,3162016Revenue 2017: $0Expenses 2017: $6,961Net Income 2017: -$6,9612017Revenue 2018: $0Expenses 2018: $35,440Net Income 2018: -$35,4402018Revenue 2019: $0Expenses 2019: $110Net Income 2019: -$1102019Revenue 2020: $0Expenses 2020: $330Net Income 2020: -$3302020Revenue 2021: $0Expenses 2021: $270Net Income 2021: -$2702021Revenue 2022: $0Expenses 2022: $2,500Net Income 2022: -$2,5002022Revenue 2023: $60,000Expenses 2023: $568Net Income 2023: $59,4322023Revenue 2024: $0Expenses 2024: $60,525Net Income 2024: -$60,5252024

Highlighted filing

2016

Revenue$22,503
Expenses$18,187
Net Income$4,316
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 5, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAWRENCE STONEPresident-$0--
JOHN D WILLIAMSTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Beta Theta Pi Scholastic Foundation
EIN
95-6042053
Phone
2136831013
Address
600 WILSHIRE BLVD 1515, LOS ANGELES, CA 90017

Signing Officer

Name
John D Williams
Title
President
Phone
2136831013
Signed
2017-11-05
Discuss with paid preparer
Yes

Preparer

Firm
WILLIAMS & RIBB LLP CPA'S
Address
6700 E PACIFIC COAST HWY STE 275, LONG BEACH, CA 90803
Preparer
John D Williams
Phone
5624238777
Raw XML Appendix298 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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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt047780
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0717
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt047063
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOS ANGELES
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05167
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0WILLIAM R MILLS TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0600 WILSHIRE BLVD STE 1515
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LOS ANGELES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd090017
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt019000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ALUMNI EVENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SCHOLARSHIPS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt214250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1351
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0576
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1351
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt214250
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0FTB & SOS FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN D WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02136831013
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BETA THETA PI SCHOLASTIC FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF SOUTHERN CALIFORNIA
ReturnHeader/Filer/BusinessNameControlTxt0BETA
ReturnHeader/Filer/EIN0956042053
ReturnHeader/Filer/PhoneNum02136831013
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 WILSHIRE BLVD 1515
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090017
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0723A830C1D8D89FB0738C14E660A6D90AF3C69C6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0723A830C1D8D89FB0738C14E660A6D90AF3C69C6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.85.120.142
ReturnHeader/FilingSecurityInformation/IPDt02017-11-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm010:25:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330102115
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAMS & RIBB LLP CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06700 E PACIFIC COAST HWY STE 275
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LONG BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090803
ReturnHeader/PreparerPersonGrp/PhoneNum05624238777
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN D WILLIAMS
ReturnHeader/ReturnTs02017-11-06T10:09:09-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,357
Liabilities
$0
Net assets
$48,357
Revenue
$22,503
Expenses
$18,187
Net income
$4,316
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$0.00$60.5$60.5
2023Summary only. Only limited summary data is available for this year.$62.2$0.00$60.0$0.57$59.4
2022Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.00$2.50$2.50
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.25$0.00$5.25$0.00$0.27$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.52$0.00$5.52$0.00$0.33$0.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.85$0.00$5.85$0.00$0.11$0.11
2018Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$0.00$35.4$35.4
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.4$0.00$41.4$0.00$6.96$6.96
2016Detailed filing. Detailed filing data is available for this year.$48.4$0.00$48.4$22.5$18.2$4.32
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.0$0.00$44.0$7.41$10.4$2.97
2014Detailed filing. Detailed filing data is available for this year.$47.0$0.00$47.0$0.01$1.51$1.50
2013Detailed filing. Detailed filing data is available for this year.$48.5$0.00$48.5$0.03$23.1$23.0
2012Detailed filing. Detailed filing data is available for this year.$71.6$0.00$71.6$3.15
2011Detailed filing. Detailed filing data is available for this year.$72.1$0.00$72.1$6.02