Beta Xi INC FY2025 filing

Moraga, CAMutual-benefit / member-servingEIN 13-3053271

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To oversee the operations of a college boarding house & provide guidance as needed

91¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $30K a year · 11% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
16 mo
of spending, in cash
Looks good: 15.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$193K
11% of total assets
Looks good: liabilities are 11% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 9 voting members
Concern: none of 9 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$307K
+3% vs prior year
Spent
$248K
To programs
91%
Net assets
$1.6M
By yearFY2021–FY2025
Revenue
$307K
FY2025▲ +3%
Revenue by fiscal year
FY2021$188K
FY2022$257K
FY2023$291K
FY2024$298K
FY2025$307K
FY2025$195K
Expenses
$248K
FY2025▼ -5%
Expenses by fiscal year
FY2021$226K
FY2022$229K
FY2023$228K
FY2024$261K
FY2025$248K
FY2025$262K
Net assets
$1.6M
FY2025▲ +4%
Net assets by fiscal year
FY2021$1.4M
FY2022$1.4M
FY2023$1.5M
FY2024$1.5M
FY2025$1.6M
FY2025$1.5M

From the FY2025 Form 990 (year ending May 2025) · see the original

Form 990 (PDF) Claim
You’re viewing the FY2025 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 2000.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $225K Management & general 1% · $1K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Chapter Advisor
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A
See Beta Xi INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Operates a college boarding house and offers guidance to students.

Provided by the organization

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1 program · $225K · in their own filed words · FY2024
01

To oversee the operations of a college boarding house and provide guidance as needed

$225Kprogram expense

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$307K
Ln 12
Fees for servicesLn 2g$306K
Gifts and grantsLn 1h$770
Investment incomeLn 3$3
Money outPt IX
$248K
Ln 25
Programscol B$225K
Managementcol C$1K
Owns and owesPt X
$1.6M
net assets · Ln 32
Cash and savingsLn 1–2$326K
Total assetsLn 16$1.8M
LiabilitiesLn 26$193K
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$770
Fees for servicesLn 2g$306K
Investment incomeLn 3$3
Gains on assetsLn 7$0
Total revenueLn 12$307K
Assets in detailPt X, end of year
CashLn 1$326K
SavingsLn 2$0
Cash and savings togetherLn 1–2$326K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$1.4M
Other assetsLn 15$0
Total assetsLn 16$1.8M
LiabilitiesLn 26$193K
Net assetsLn 32$1.6M
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderMay
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$310K$326K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$1.5M$1.4M
Total assetsLn 16$1.8M$1.8M
LiabilitiesLn 26$257K$193K
Net assetsLn 32$1.5M$1.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$0
Management feesLn 11a$22K$22K
Legal feesLn 11b$0
Accounting feesLn 11c$1K$1K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$7K$7K
Advertising and promotionLn 12$0
Office expensesLn 13$0
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$8K$8K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$21K
InsuranceLn 23$36K$36K
Other expenses (24a–d)Ln 24$120K$120K
All other expensesLn 24e$33K$33K
Total functional expensesLn 25$248K$225K$1K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Viewing $307K$248K$59K$1.6M 990 PDF
FY2024 $298K$261K$37K$1.5M 990 PDF
FY2023 $291K$228K$63K$1.5M 990 PDF
FY2022 $257K$229K$28K$1.4M 990 PDF
FY2021 $188K$226K−$38K$1.4M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (4 parts)
Part VIII · Statement of revenue $306,521 across 9 lines filed
VIII-1f All other contributions, gifts and grants$770
VIII-1h Total contributions, gifts and grants$770
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $305,748$305,748
VIII-3 Investment incomeRelated to mission $3$3
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $305,751$306,521
Part IX · Statement of functional expenses $247,832 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$0
IX-11a Management feesPrograms $22,091$22,091
IX-11b Legal fees$0
IX-11c Accounting feesManagement $1,475$1,475
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $6,928$6,928
IX-12 Advertising and promotion$0
IX-13 Office expenses$0
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 InterestPrograms $7,721$7,721
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$21,278
IX-23 InsurancePrograms $36,040$36,040
IX-24 Other expenses (24a–d)Programs $119,532$119,532
IX-24e All other expensesPrograms $32,767$32,767
IX-25 Total functional expensesPrograms $225,079 · Management $1,475 · Fundraising $0$247,832
Part X · Balance sheet $1,769,777 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $309,975$326,315
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, netStart of year $1,451,439$1,431,918
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assetsStart of year $13,301$11,544
X-15 Other assets$0
X-16 Total assetsStart of year $1,774,715$1,769,777
X-25 Other liabilitiesStart of year $34,185$28,332
X-26 Total liabilitiesStart of year $256,934$193,307
X-32 Total net assets or fund balancesStart of year $1,517,781$1,576,470
X-33 Total liabilities and net assetsStart of year $1,774,715$1,769,777
Part XI · Reconciliation of net assets $1,576,470 net assets at year end
XI-1 Total revenue$306,521
XI-2 Total expenses$247,832
XI-3 Revenue less expenses$58,689
XI-4 Net assets at start of year$1,517,781
XI-10 Net assets at end of year$1,576,470

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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