Civic Intelligence

Florida Beta Theta Pi Alumni Association Inc

EIN 11-3826169 • Tampa, FL

990-N CoverageNTEE B84

Profile

To connect alumni through networking

701 S Howard AveTampa, FL 33606

ufl.beta.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

78th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE B84 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

79th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE B84 • <$500k nonprofits • Source year 2025

Net Margin

10th percentile

-79%

Higher net margin than 10% of similar nonprofits.

NTEE B84 • <$500k nonprofits • Source year 2025

Top Officer Pay

97th percentile

$0

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE B84 • <$500k nonprofits • Source year 2025

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Balance Sheet
Liabilities / Assets78th percentile

Assets

$7,499

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$7,499

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue79th percentileNet Margin10th percentile

Revenue

$135,943

No earlier filing loaded for comparison.

Expenses

$242,682

No earlier filing loaded for comparison.

Net Income

-$106,739

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0K$6.0K$4.0K$2.0K$0Assets 2025: $7,499Liabilities 2025: $0Net Assets 2025: $7,4992025

Highlighted filing

2025

Assets$7,499
Liabilities$0
Net Assets$7,499
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100K-$200KRevenue 2025: $135,943Expenses 2025: $242,682Net Income 2025: -$106,7392025

Highlighted filing

2025

Revenue$135,943
Expenses$242,682
Net Income-$106,739
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,499
Liabilities
$0
Net assets
$7,499
Revenue
$135,943
Expenses
$242,682
Net income
-$106,739
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$1.36$2.43$1.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 6, 2026
Return Version
2025v4.0
Gross Receipts
$135,943
Mission and Program Overview

Mission

To connect alumni through networking

Program Services

DescriptionGrantsExpenses
To foster and perpetuate life-long brotherhood beyond college.-$0
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephen BeckerVice President-$0--
Brad FortuneSecretary-$0--
David LeppertTreasurer-$0--
Michael ThompsonDirector-$0--
Frederick WallrappPresident-$0--
Filing and Contact Details

Filer

Filer Name
Florida Beta Theta Pi Alumni Association Inc
EIN
11-3826169
In Care Of
% David Leppert
Phone
9728492446
Address
701 S Howard Ave, Tampa, FL 33606

Signing Officer

Name
David Leppert
Title
Treasurer
Phone
9728492446
Signed
2026-03-06
Discuss with paid preparer
No

Preparer

Firm
Kattell and Company PL
Address
808-B NW 16th Avenue, Gainesville, FL 32601
Preparer
Stephen H Kattell
Phone
3523956565
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Support the student fraternity house at UF Grantee Florida Beta Student Aid Fund Street PO Box 13451 City, State, Zip Gainesville, FL 32604Amount 240,000”

Description of other expenses Part I line 16

“Description AmountState filing fees 61Fundraising activites and expenses 2,496”

Part V response or note to any other line in Part V

“Other Information: Question 37a - Amount of political expenditures, $0.00”

Raw XML Appendix123 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0David Leppert
IRS990EZ/BooksInCareOfDetail/PhoneNum09728492446
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt020091 Markwood Crossing
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Estero
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033928
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0114238
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07499
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0135899
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-106739
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0125
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0114238
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07499
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0240000
IRS990EZ/GrossReceiptsAmt0135943
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt044
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0114238
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07499
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0114238
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07499
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Stephen Becker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Brad Fortune
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2David Leppert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Michael Thompson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Frederick Wallrapp
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt02557
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To connect alumni through networking
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To foster and perpetuate life-long brotherhood beyond college.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0242682
IRS990EZ/TotalRevenueAmt0135943
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://ufl.beta.org/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Support the student fraternity house at UF Grantee Florida Beta Student Aid Fund Street PO Box 13451 City, State, Zip Gainesville, FL 32604Amount 240,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountState filing fees 61Fundraising activites and expenses 2,496
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Other Information: Question 37a - Amount of political expenditures, $0.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part V response or note to any other line in Part V
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID LEPPERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09728492446
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Florida Beta Theta Pi Alumni Association Inc
ReturnHeader/Filer/BusinessNameControlTxt0FLOR
ReturnHeader/Filer/EIN0113826169
ReturnHeader/Filer/InCareOfNm0% David Leppert
ReturnHeader/Filer/PhoneNum09728492446
ReturnHeader/Filer/USAddress/AddressLine1Txt0701 S Howard Ave
ReturnHeader/Filer/USAddress/CityNm0Tampa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033606
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010822046
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kattell and Company PL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0808-B NW 16th Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Gainesville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032601
ReturnHeader/PreparerPersonGrp/PhoneNum03523956565
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN H KATTELL
ReturnHeader/ReturnTs02026-03-09T08:58:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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