STRATEGY STUDIO / PUBLIC DATA EXPLORER

BETA ALPHA EDUCATION FOUNDATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
BETA ALPHA EDUCATION FOUNDATION (EIN 45-5288347)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-06-26
IRS object ID
201901779349300980
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-06-26T16:04:57-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN461694466PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1AGC-ALFERMANN GRAY & CO CPA'S LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1219 W STATE RTE 72AddressLine1Txt
CityROLLACityNm
State AbbreviationMOStateAbbreviationCd
ZIP654014102ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN455288347EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BETA ALPHA EDUCATION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBETABusinessNameControlTxt
Phone5735789475PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 1884AddressLine1Txt
CityROLLACityNm
State AbbreviationMOStateAbbreviationCd
ZIP654021884ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES R SOWERSPersonNm
Person TitleTREASUREPersonTitleTxt
Phone5735789475PhoneNum
Signature2019-05-15SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLARRY L GRAY CPAPreparerPersonNm
PTINP00240181PTIN
Phone5733641700PhoneNum
Preparation2019-05-28PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.16.49IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-06-26IPDt
IP Tm16:04:57IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id8358B415C9969E7EB69D761FD5976213C214F4BEAtSubmissionCreationDeviceId
At Submission Filing Device Id978C6868E1FFD65FA1F0E03D65B6902AE2D87CABAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJIM HENNESSEYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11075 JOHANNA DRAddressLine1Txt
CityBALLWINCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63021ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$138,964GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Legal Domicile StateMOLegalDomicileStateCd
Activity Or MissionTO AID, ENCOURAGE, PROMOTE AND CONTRIBUTE TO THE EDUCATION OF MEMBERS OF THE BETA ALPHA CHAPTER ("CHAPTER") OF THE KAPPA ALPHA ORDER ("FRATERNITY"), A NONPROFIT ORGANIZATION, AND OTHER PERSONS ENROLLED AS STUDENTS AT ANY COLLEGE OR UNIVERSITY IN NORT AMERICA AND PARTICULARLY IN THOSE COLLEGES AND UNIVERSITIES WHERE FRATERNITY IS ACTIVE; TO PROMOTE THE SCHOLARSHIP, CHARACTER AND MORALITY OF, AND PROVIDE EDUCATIONAL OPPORTUNITIES AND FACILITIES FOR SUCH STUDENTS; TO FURTHER SOUND LEARNING AND THE ESTABLISHMENT OF FINANCING OF FELLOWSHIPS AND SCHOLARSHIP INCENTIVES AND AWARDS FOR THE BENEFET OF SUCH STUDENT.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$179,493PYContributionsGrantsAmt
CY Contributions Grants$138,949CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$15CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$179,493PYTotalRevenueAmt
CY Total Revenue$138,964CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$130,729PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$167,300CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,407PYOtherExpensesAmt
CY Other Expenses$648CYOtherExpensesAmt
PY Total Expenses$132,136PYTotalExpensesAmt
CY Total Expenses$167,948CYTotalExpensesAmt
PY Revenues Less Expenses$47,357PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$28,984CYRevenuesLessExpensesAmt
Total Assets BOY$92,879TotalAssetsBOYAmt
Total Assets EOY$63,895TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$92,879NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$63,895NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO AID, ENCOURAGE, PROMOTE AND CONTRIBUTE TO THE EDUCATION OF MEMBERS OF THE BETA ALPHA CHAPTER ("CHAPTER") OF THE KAPPA ALPHA ORDER ("FRATERNITY"), A NONPROFIT ORGANIZATION, AND OTHER PERSONS ENROLLED AS STUDENTS AT ANY COLLEGE OR UNIVERSITY IN NORT AMERICA AND PARTICULARLY IN THOSE COLLEGES AND UNIVERSITIES WHERE FRATERNITY IS ACTIVE; TO PROMOTE THE SCHOLARSHIP, CHARACTER AND MORALITY OF, AND PROVIDE EDUCATIONAL OPPORTUNITIES AND FACILITIES FOR SUCH STUDENTS; TO FURTHER SOUND LEARNING AND THE ESTABLISHMENT OF FINANCING OF FELLOWSHIPS AND SCHOLARSHIP INCENTIVES AND AWARDS FOR THE BENEFET OF SUCH STUDENT.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescTO AID, ENCOURAGE, PROMOTE AND CONTRIBUTE TO THE EDUCATION OF MEMBERSDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$167,948ExpenseAmt
DescTO AID, ENCOURAGE, PROMOTE AND CONTRIBUTE TO THE EDUCATION OF MEMBERSDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$167,948TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$167,948TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredfalseScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJAMES R SOWERSPersonNm
Phone5735789475PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 1884AddressLine1Txt
CityROLLACityNm
State AbbreviationMOStateAbbreviationCd
ZIP654021884ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JIM HENNESSEY
PRESIDENTYes (X)$0$0$0
HAROLD CHERNOFF
VICE PRESIDEYes (X)$0$0$0
ADAM SIBURT
SECRETARYYes (X)$0$0$0
JAMES R SOWERS
TREASUREYes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$138,949AllOtherContributionsAmt
Total Contributions$138,949TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$15TotalRevenueColumnAmt
Related Or Exempt Func Income$15RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$138,964TotalRevenueColumnAmt
Related Or Exempt Func Income$15RelatedOrExemptFuncIncomeAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$167,300TotalAmt
Program Services$167,300ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$450TotalAmt
Program Services$450ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$21TotalAmt
Program Services$21ProgramServicesAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescFUNDRAISING FEESDesc
Total$177TotalAmt
Program Services$177ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$167,948TotalAmt
Program Services$167,948ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$17,096BOYAmt
EOY$7,814EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$75,783BOYAmt
EOY$56,081EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$92,879BOYAmt
EOY$63,895EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$92,879BOYAmt
EOY$63,895EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$92,879BOYAmt
EOY$63,895EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$92,879BOYAmt
EOY$63,895EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$28,984ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$501,849CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$755,120CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$190,865CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$179,492CurrentTaxYearMinus1YearAmt
Current Tax Year$138,949CurrentTaxYearAmt
Total$1,766,275TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$501,849CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$755,120CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$190,865CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$179,492CurrentTaxYearMinus1YearAmt
Current Tax Year$138,949CurrentTaxYearAmt
Total$1,766,275TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$1,766,275PublicSupportTotal170Amt
Total Support$1,766,275TotalSupportAmt
Gross Receipts Rltd Activities$15GrossReceiptsRltdActivitiesAmt
Public Support CY1701.00000PublicSupportCY170Pct
Public Support PY1701.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTO AID, ENCOURAGE, PROMOTE AND CONTRIBUTE TO THE EDUCATION OF MEMBERS OF THE BETA ALPHA CHAPTER ("CHAPTER") OF THE KAPPA ALPHA ORDER ("FRATERNITY"), A NONPROFIT ORGANIZATION, AND OTHER PERSONS ENROLLED AS STUDENTS AT ANY COLLEGE OR UNIVERSITY IN NORT AMERICA AND PARTICULARLY IN THOSE COLLEGES AND UNIVERSITIES WHERE FRATERNITY IS ACTIVE; TO PROMOTE THE SCHOLARSHIP, CHARACTER AND MORALITY OF, AND PROVIDE EDUCATIONAL OPPORTUNITIES AND FACILITIES FOR SUCH STUDENTS; TO FURTHER SOUND LEARNING AND THE ESTABLISHMENT OF FINANCING OF FELLOWSHIPS AND SCHOLARSHIP INCENTIVES AND AWARDS FOR THE BENEFET OF SUCH STUDENT.
FORM 990, PAGE 2, PART III, LINE 4DTO AID, ENCOURAGE, PROMOTE AND CONTRIBUTE TO THE EDUCATION OF MEMBERS
FORM 990, PAGE 6, PART VI, LINE 11BNO REVIEW WAS OR WILL BE CONDUCTED.
FORM 990, PAGE 6, PART VI, LINE 19NO DOCUMENTS AVAILABLE TO THE PUBLIC
FORM 990, PART XI, LINE 9PRIOR PERIOD 0