STRATEGY STUDIO / PUBLIC DATA EXPLORER

BETA ALPHA EDUCATION FOUNDATION: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
BETA ALPHA EDUCATION FOUNDATION (EIN 45-5288347)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-15
IRS object ID
201531359349308383
Schema version
2014v5.0
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)
Return2015-05-15T10:22:18-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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 TitleTREASURERPersonTitleTxt
Phone5735789475PhoneNum
Signature2015-05-12SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLARRY L GRAY CPAPreparerPersonNm
PTINP00240181PTIN
Phone5733641700PhoneNum
Preparation2015-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJAMES R SOWERSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 1884AddressLine1Txt
CityROLLACityNm
State AbbreviationMOStateAbbreviationCd
ZIP654021884ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$838,520GrossReceiptsAmt
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$245,250PYContributionsGrantsAmt
CY Contributions Grants$501,849CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$68,878PYInvestmentIncomeAmt
CY Investment Income$57CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$314,128PYTotalRevenueAmt
CY Total Revenue$501,906CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$42,870PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$751,375CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$4,021PYOtherExpensesAmt
CY Other Expenses$10,508CYOtherExpensesAmt
PY Total Expenses$46,891PYTotalExpensesAmt
CY Total Expenses$761,883CYTotalExpensesAmt
PY Revenues Less Expenses$267,237PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$259,977CYRevenuesLessExpensesAmt
Total Assets BOY$290,682TotalAssetsBOYAmt
Total Assets EOY$30,706TotalAssetsEOYAmt
Total Liabilities BOY$951TotalLiabilitiesBOYAmt
Total Liabilities EOY$952TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$289,731NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$29,754NetAssetsOrFundBalancesEOYAmt
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$761,883ExpenseAmt
DescTO AID, ENCOURAGE, PROMOTE AND CONTRIBUTE TO THE EDUCATION OF MEMBERSDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$761,883TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$761,883TotalProgramServiceExpensesAmt
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 ContriYes (true)DeductibleNonCashContriInd
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$501,849AllOtherContributionsAmt
Noncash Contributions$336,613NoncashContributionsAmt
Total Contributions$501,849TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$57TotalRevenueColumnAmt
Related Or Exempt Func Income$57RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$336,614SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$336,614SecuritiesAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$501,906TotalRevenueColumnAmt
Related Or Exempt Func Income$57RelatedOrExemptFuncIncomeAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$751,375TotalAmt
Program Services$751,375ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$5,770TotalAmt
Program Services$5,770ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$4,455TotalAmt
Program Services$4,455ProgramServicesAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
FUNDRAISING FEES$258$258
BANK CHARGES$25$25

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$761,883TotalAmt
Program Services$761,883ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$190,214BOYAmt
EOY$27,514EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$100,468BOYAmt
EOY$3,192EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$290,682BOYAmt
EOY$30,706EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$951BOYAmt
EOY$952EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$951BOYAmt
EOY$952EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$289,731BOYAmt
EOY$29,754EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$289,731BOYAmt
EOY$29,754EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$290,682BOYAmt
EOY$30,706EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$259,977ReconcilationRevenueExpnssAmt
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 Minus2 Years$23,222CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$245,250CurrentTaxYearMinus1YearAmt
Current Tax Year$501,849CurrentTaxYearAmt
Total$770,321TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$23,222CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$245,250CurrentTaxYearMinus1YearAmt
Current Tax Year$501,849CurrentTaxYearAmt
Total$770,321TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$770,321PublicSupportTotal170Amt
Total Support$770,321TotalSupportAmt
Gross Receipts Rltd Activities$57GrossReceiptsRltdActivitiesAmt
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 M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$336,613NoncashContributionsRptF990Amt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

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 0