philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

Beta Sigma Phi Charitable Foundation FY2020 filing

Tax-deductible

Kansas City, MO501(c)(3)Since 1968Education EIN 43-0913993Revenue $212K in FY2020

On file with the IRS400 E Bannister Rd Ste E, 64131-3018 · Kansas City, MOTax-exempt since Jan 1971Publicly supported charity — 170(b)(1)(A)(vi)

Claim this org

(tell your story, add context, and more)

What claiming does How does your 990 look to donors? Take the 10-Question Audit

The foundation's mission is to accept Charitable donations from the members of Beta Sigma Phi and to make grants in furtherance of Charitable purposes that are consistent with the intents of the donors.

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
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
0 of 6
filings with a surplus
Average deficit $302K a year · 113% of revenue · last 6 filings
Concern: a surplus in 0 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
4 mo
of spending, in cash
Plus $6.1M in investments, Pt X · Ln 11–13
Looks good: 4.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 4 voting members
Concern: none of 4 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$212K
Spent
$378K
To programs
89%
Net assets
$6.4M
By yearFY2020–FY2025
Revenue
$212K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$212K
FY2021$182K
FY2022$86K
FY2023$81K
FY2024$248K
FY2025$792K
Expenses
$378K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$378K
FY2021$386K
FY2022$294K
FY2023$334K
FY2024$1.1M
FY2025$959K
Net assets
$6.4M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$6.4M
FY2021$6.5M
FY2022$6.1M
FY2023$5.8M
FY2024$4.6M
FY2025$2.9M

From the FY2020 Form 990 (year ending July 2020) · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2020 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 Jan 1971.

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

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $336K Management & general 11% · $42K

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

Something off? Claim to add context

Who runs it and what they're paid

4 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Laura Ross Wingfield
Director/President
$0Pt VII · Sec A
Melissa Whited
Director/Treasurer
$0Pt VII · Sec A
Lola Ruby
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See Beta Sigma Phi Charitable Foundation executive salaries →

On this list? Claim this org

Something off? Claim to add context

Questions the 990 asks

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

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo
  • Loans to or from officersSch L · Pt II1 listed

Programs and updates

Distributes donations according to donor intent for specified purposes.

Questions for Beta Sigma Phi Charitable Foundation

Tap to ask. Beta Sigma Phi Charitable Foundation sees how many people are interested.

Your first name shows with your question. Beta Sigma Phi Charitable Foundation answers here, for everyone.

Provided by the organization

Know this org? Add your story

3 programs · $336K · in their own filed words · FY2019
01

International Endowment Fund

Provide continuing donations to various public charities

$166Kprogram expense
02

Walter W. Ross Memorial Fund

Provide scholarships to members and their families

$101Kprogram expense
03

Disaster Relief Fund

Provide aid and assistance to qualified members who are in need due to a natural disaster.

$69Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 71 grants · $1.7M · 2019–2024
Unitemized GrantFY2024$265,000
Unitemized GrantFY2024$92,000
St Lukes Hospital of Kansas CityMO · FY2024$10,000
Rett SyndromeFY2024$10,000
Ranch Hope-Strang SchoolNJ · FY2024$10,000
Harvestor's Backsnack ProgramMO · FY2024$10,000
Dana-Farber Cancer Institute INCMA · FY2024$10,000
Childrens Oncology Camp FoundationMT · FY2024$10,000
Alzheimers Foundation of America INCNY · FY2024$10,000
Unitemized GrantFY2023$86,000
Unitemized GrantFY2023$77,000
Ranch Hope-Strang SchoolNJ · FY2023$10,000
Childrens Oncology Camp FoundationMT · FY2023$10,000
Alzheimers Foundation of America INCNY · FY2023$10,000
Dana-Farber Cancer Institute INCMA · FY2023$10,000
Rett SyndromeFY2023$10,000
Medical Teams InternationalOR · FY2023$10,000
St Lukes Hospital of Kansas CityMO · FY2023$10,000
See all 71 grants →

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$212K
Ln 12
Gifts and grantsLn 1h$159K
Investment incomeLn 3$53K
Money outPt IX
$378K
Ln 25
Programscol B$336K
Managementcol C$42K
Owns and owesPt X
$6.4M
net assets · Ln 32
Cash and savingsLn 1–2$124K
Total assetsLn 16$6.4M
LiabilitiesLn 26$0
PeoplePt VI, VII
4
listed · VII A
PaidVII A0
Voting boardVI 1a4
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$159K
Investment incomeLn 3$53K
Gains on assetsLn 7$53K
Total revenueLn 12$212K
Assets in detailPt X, end of year
CashLn 1$124K
Cash and savings togetherLn 1–2$124K
InvestmentsLn 11–13$6.1M
Total assetsLn 16$6.4M
LiabilitiesLn 26$0
Net assetsLn 32$6.4M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderJuly
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$372K$124K
InvestmentsLn 11–13$5.7M$6.1M
Total assetsLn 16$6.3M$6.4M
LiabilitiesLn 26$0$0
Net assetsLn 32$6.3M$6.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$146K$146K
Grants to domestic individualsLn 2$170K$170K
Grants and assistance to foreign recipientsLn 3$20K$20K
Management feesLn 11a$28K$28K
Legal feesLn 11b$2K$2K
Accounting feesLn 11c$160$160
Investment management feesLn 11f$11K$11K
Other expenses (24a–d)Ln 24$332$332
Total functional expensesLn 25$378K$336K$42K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $792K$959K−$167K$2.9M 990 PDF
FY2024 $248K$1.1M−$814K$4.6M 990 PDF
FY2023 $81K$334K−$253K$5.8M 990 PDF
FY2022 $86K$294K−$208K$6.1M 990 PDF
FY2021 $182K$386K−$204K$6.5M 990 PDF
FY2020 Viewing $212K$378K−$165K$6.4M 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support F · Foreign O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $212,046 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $153,719$158,908
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year −$139,015$53,138
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $14,704$212,046
I-13 Grants and similar amounts paidPrior year $493,000$335,500
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $60,428$42,011
I-18 Total expensesPrior year $553,428$377,511
I-19 Revenue less expensesPrior year −$538,724−$165,465
Part VI · Governance 0 of 4 board members independent, 2 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members0
VI-2 Family or business relationship among officers or directorsYes
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $212,046 across 4 lines filed
VIII-1f All other contributions, gifts and grants$158,908
VIII-1h Total contributions, gifts and grants$158,908
VIII-7 Net gain or loss on sales of assetsRelated to mission $53,138$53,138
VIII-12 Total revenueRelated to mission $53,138 · Unrelated business $0 · Excluded from tax $0$212,046
Part IX · Statement of functional expenses $377,511 across 8 lines filed
IX-1 Grants to domestic organizationsPrograms $145,500$145,500
IX-2 Grants to domestic individualsPrograms $170,000$170,000
IX-3 Grants and assistance to foreign recipientsPrograms $20,000$20,000
IX-11a Management feesManagement $28,207$28,207
IX-11b Legal feesManagement $1,958$1,958
IX-11c Accounting feesManagement $160$160
IX-11f Investment management feesManagement $11,354$11,354
IX-24 Other expenses (24a–d)Management $332$332
IX-25 Total functional expensesPrograms $335,500 · Management $42,011 · Fundraising $0$377,511
Part X · Balance sheet $6,389,903 assets, 7 lines filed
Asset lines not itemized here account for $178,558; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $371,697$124,477
X-11 Publicly traded securitiesStart of year $5,737,704$6,086,868
X-16 Total assetsStart of year $6,287,445$6,389,903
X-26 Total liabilitiesStart of year $0$0
X-28 Net assets with donor restrictionsStart of year $6,287,445$6,389,903
X-32 Total net assets or fund balancesStart of year $6,287,445$6,389,903
X-33 Total liabilities and net assetsStart of year $6,287,445$6,389,903
Part XI · Reconciliation of net assets $6,389,903 net assets at year end
XI-1 Total revenue$212,046
XI-2 Total expenses$377,511
XI-3 Revenue less expenses−$165,465
XI-4 Net assets at start of year$6,287,445
XI-5 Net unrealized gains (losses) on investments$267,923
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$6,389,903

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.