STRATEGY STUDIO / PUBLIC DATA EXPLORER

BETA ALPHA EDUCATION FOUNDATION: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
BETA ALPHA EDUCATION FOUNDATION (EIN 45-5288347)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-08
IRS object ID
201741289349301414
Schema version
2016v3.0
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)
Return2017-05-08T11:46:29-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-04-25SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLARRY L GRAY CPAPreparerPersonNm
PTINP00240181PTIN
Phone5733641700PhoneNum
Preparation2017-05-05PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id74E2F59BAD8C7455383966CBD4B3F2E29783587CAtSubmissionCreationDeviceId
At Submission Filing Device Id1C196688A2CA714784FDFFC8C264CC80F338CE36AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

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$195,911GrossReceiptsAmt
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$755,120PYContributionsGrantsAmt
CY Contributions Grants$190,865CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$59PYInvestmentIncomeAmt
CY Investment Income$3,088CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$755,179PYTotalRevenueAmt
CY Total Revenue$193,953CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$756,850PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$173,600CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$809PYOtherExpensesAmt
CY Other Expenses$760CYOtherExpensesAmt
PY Total Expenses$757,659PYTotalExpensesAmt
CY Total Expenses$174,360CYTotalExpensesAmt
PY Revenues Less Expenses-$2,480PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$19,593CYRevenuesLessExpensesAmt
Total Assets BOY$29,017TotalAssetsBOYAmt
Total Assets EOY$45,572TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$29,017NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$45,572NetAssetsOrFundBalancesEOYAmt
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$174,360ExpenseAmt
DescTO AID, ENCOURAGE, PROMOTE AND CONTRIBUTE TO THE EDUCATION OF MEMBERSDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$174,360TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$174,360TotalProgramServiceExpensesAmt
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
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$190,865AllOtherContributionsAmt
Total Contributions$190,865TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$50TotalRevenueColumnAmt
Related Or Exempt Func Income$50RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,996SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,958SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,038SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,038TotalRevenueColumnAmt
Exclusion$3,038ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$193,953TotalRevenueColumnAmt
Related Or Exempt Func Income$50RelatedOrExemptFuncIncomeAmt
Exclusion$3,038ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$173,600TotalAmt
Program Services$173,600ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

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

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$130TotalAmt
Program Services$130ProgramServicesAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescFUNDRAISING FEESDesc
Total$180TotalAmt
Program Services$180ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$174,360TotalAmt
Program Services$174,360ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$29,017BOYAmt
EOY$12,244EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY-$4,996EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$38,324EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$29,017BOYAmt
EOY$45,572EOYAmt

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$29,017BOYAmt
EOY$45,572EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$29,017BOYAmt
EOY$45,572EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$29,017BOYAmt
EOY$45,572EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$19,593ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$3,038OtherChangesInNetAssetsAmt
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$23,222CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$245,250CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$501,849CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$755,120CurrentTaxYearMinus1YearAmt
Current Tax Year$190,865CurrentTaxYearAmt
Total$1,716,306TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$23,222CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$245,250CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$501,849CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$755,120CurrentTaxYearMinus1YearAmt
Current Tax Year$190,865CurrentTaxYearAmt
Total$1,716,306TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$1,716,306PublicSupportTotal170Amt
Total Support$1,716,306TotalSupportAmt
Gross Receipts Rltd Activities$50GrossReceiptsRltdActivitiesAmt
Public Support CY1701.00000PublicSupportCY170Pct
Public Support PY1701.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

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 9US BANK INVESTMENTS -3,038