Nonprofit · EIN 43-0913993
BETA SIGMA PHI CHARITABLE FOUNDATION
Tax-exempt · KANSAS CITY, MO 64131
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $791,817 | $958,545 | -$166,728 | $2,934,875 | $0 | $2,934,875 |
| July 31, 2024 | 990 | $248,195 | $1,062,672 | -$814,477 | $4,630,298 | $0 | $4,630,298 |
| July 31, 2023 | 990 | $80,883 | $334,293 | -$253,410 | $5,847,386 | $0 | $5,847,386 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $616,162
- Program service revenue
- $0
- Investment income
- $175,655
- Net gain from sales of assets
- $27,854
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $910,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $940,000
- Management and general (functional)
- $18,545
Balance sheet and other
- Total assets, start of year
- $4,630,298
- Total assets, end of year
- $2,934,875
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,934,875
- Publicly traded securities
- $2,559,932
- Net assets with donor restrictions
- $2,934,875
- Gross receipts
- $791,817
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1968
- State of legal domicile
- MO
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SAMANTHA ALICEA | DIRECTOR Trustee or director | 1 | $0 | $30,194 |
| MELISSA WHITED | DIRECTOR/TREASURER Trustee or director, Officer | 1 | $0 | $29,076 |
| LAURA ROSS WINGFIELD | DIRECTOR/PRESIDENT Trustee or director, Officer | 1 | $0 | $4,936 |
990 for the year ended July 31, 2024: 3 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SAMANTHA ALICEA | DIRECTOR Trustee or director | 1 | $0 | $32,463 |
| MELISSA WHITED | DIRECTOR/TREASURER Trustee or director, Officer | 1 | $0 | $31,160 |
| LAURA ROSS WINGFIELD | DIRECTOR/PRESIDENT Trustee or director, Officer | 1 | $0 | $5,018 |
990 for the year ended July 31, 2023: 3 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LAURA ROSS WINGFIELD | DIRECTOR/PRESIDENT Trustee or director, Officer | 1 | $0 | $126,259 | $5,844 |
| MELISSA WHITED | DIRECTOR/TREASURER Trustee or director, Officer | 1 | $0 | $59,284 | $29,897 |
| SAMANTHA ALICEA | DIRECTOR Trustee or director | 1 | $0 | $57,571 | $31,199 |
Address and contacts
- Address (IRS master file)
- 400 E BANNISTER RD STE E, KANSAS CITY, MO 64131-3018
- In care of
- % MELISSA WHITED
- Principal officer (990 for 2024)
- MELISSA WHITED, 400 EAST BANNISTER ROAD SUITE E, KANSAS CITY, MO 64131
- Signed the 990
- MELISSA WHITED, TREASURER
- Phone
- (816) 444-6800
- Return prepared by
- CREATIVE PLANNING TAX LLC
Mission
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.
Program accomplishments
- INTERNATIONAL ENDOWMENT FUND - PROVIDE CONTINUING DONATIONS TO VARIOUS PUBLIC CHARITIESExpenses $568,000 · grants $553,000
- WALTER W. ROSS MEMORIAL FUND - PROVIDE 92 SCHOLARSHIPS TO MEMBERS AND THEIR FAMILIESExpenses $92,000 · grants $92,000
- DISASTER RELIEF FUND - PROVIDE AID AND ASSISTANCE TO QUALIFIED MEMBERS WHO ARE IN NEED DUE TO A NATURAL DISASTER.Expenses $280,000 · grants $265,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 43-0913993
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1971
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B80Z)
- Assets (IRS master file)
- $2,934,875
- Income (IRS master file)
- $791,817
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $791,817 | $958,545 | $2,934,875 | XML |
| 990-T | July 2025 | – | – | – | IRS |
| 990 | July 2024 | $248,195 | $1,062,672 | $4,630,298 | XML |
| 990-T | July 2024 | – | – | – | IRS |
| 990 | July 2023 | $80,883 | $334,293 | $5,847,386 | XML |
| 990-T | July 2023 | – | – | – | IRS |
| 990 | July 2022 | $86,207 | $293,756 | $6,100,796 | IRS |
| 990-T | July 2022 | – | – | – | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990-T | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 2019 | – | – | – | IRS |
| 990 | July 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 43-0913993).
Questions about BETA SIGMA PHI CHARITABLE FOUNDATION
- What is the EIN of BETA SIGMA PHI CHARITABLE FOUNDATION?
- The employer identification number (EIN) of BETA SIGMA PHI CHARITABLE FOUNDATION is 43-0913993.
- Is BETA SIGMA PHI CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
- Are donations to BETA SIGMA PHI CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BETA SIGMA PHI CHARITABLE FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BETA SIGMA PHI CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BETA SIGMA PHI CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of BETA SIGMA PHI CHARITABLE FOUNDATION?
- The 990 for the year ended July 31, 2025 names MELISSA WHITED.
- Who are the officers and directors of BETA SIGMA PHI CHARITABLE FOUNDATION?
- The 990 for the year ended July 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does BETA SIGMA PHI CHARITABLE FOUNDATION have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $791,817, expenses of $958,545 and total assets of $2,934,875 at year end.
Other nonprofits in KANSAS CITY
- EWING MARION KAUFFMAN FOUNDATION EIN 43-6064859 · last filed 990-PF for 2024
- KANSAS CITY UNIVERSITY EIN 44-0545280 · last filed 990 for 2025
- ROCKHURST UNIVERSITY EIN 44-0545813 · last filed 990 for 2025
- AVILA UNIVERSITY EIN 44-0617326 · last filed 990 for 2025
- GREAT JOBS KANSAS CITY EIN 81-3287932 · last filed 990 for 2025
- KANSAS CITY ART INSTITUTE EIN 44-0546278 · last filed 990 for 2025
- PEMBROKE HILL SCHOOL EIN 43-1326059 · last filed 990 for 2025
- GUADALUPE EDUCATIONAL SYSTEMS INC EIN 20-5220487 · last filed 990 for 2025