Civic Intelligence

Delta Sigma Phi Fraternity Inc

EIN 20-8008270 • 501(c)7 • Clarkston, MI

Profile

Provide university housing opportunities and support for Michigan State University students

9863 Forest Ridge DrClarkston, MI 48348
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

59th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2024

Net Margin

77th percentile

16%

Higher net margin than 77% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2024

Asset Growth

70th percentile

9.9%

Faster asset growth than 70% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

38%

Faster revenue growth than 87% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$353,525

Up $31,803 (+9.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$353,525

Up $31,803 (+9.9%) from 2023

Operations
Liabilities / Revenue59th percentileNet Margin77th percentile

Revenue

Up

$196,345

Up $53,708 (+38%) from 2023

Expenses

Up

$164,542

Up $28,957 (+21%) from 2023

Net Income

Up

$31,803

Up $24,751 (+351%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

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

$400K$300K$200K$100K$0Assets 2010: $305,501Liabilities 2010: $0Net Assets 2010: $305,5012010Assets 2011: $269,657Liabilities 2011: $24,000Net Assets 2011: $245,6572011Assets 2013: $252,806Liabilities 2013: $0Net Assets 2013: $252,8062013Assets 2016: $358,209Liabilities 2016: $3,250Net Assets 2016: $354,9592016Assets 2017: $376,173Liabilities 2017: $5,200Net Assets 2017: $370,9732017Assets 2018: $359,771Liabilities 2018: $2,600Net Assets 2018: $357,1712018Assets 2019: $368,698Liabilities 2019: $2,600Net Assets 2019: $366,0982019Assets 2023: $321,722Liabilities 2023: $0Net Assets 2023: $321,7222023Assets 2024: $353,525Liabilities 2024: $0Net Assets 2024: $353,5252024

Highlighted filing

2024

Assets$353,525
Liabilities$0
Net Assets$353,525
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$200K$100K$0-$100KExpenses 2010: $10,3852010Revenue 2011: $11,067Expenses 2011: $48,961Net Income 2011: -$37,8942011Revenue 2013: $49,119Expenses 2013: $27,136Net Income 2013: $21,9832013Revenue 2016: $17,737Expenses 2016: $12,292Net Income 2016: $5,4452016Revenue 2017: $29,005Expenses 2017: $11,348Net Income 2017: $17,6572017Revenue 2018: $19,557Expenses 2018: $13,288Net Income 2018: $6,2692018Revenue 2019: $15,971Expenses 2019: $10,864Net Income 2019: $5,1072019Revenue 2023: $142,637Expenses 2023: $135,585Net Income 2023: $7,0522023Revenue 2024: $196,345Expenses 2024: $164,542Net Income 2024: $31,8032024

Highlighted filing

2024

Revenue$196,345
Expenses$164,542
Net Income$31,803
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$353,525
Liabilities
$0
Net assets
$353,525
Revenue
$196,345
Expenses
$164,542
Net income
$31,803
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$1.96$1.65$0.32
2023Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$1.43$1.36$0.07
2019Summary only. Only limited summary data is available for this year.$3.69$0.03$3.66$0.16$0.11$0.05
2018Summary only. Only limited summary data is available for this year.$3.60$0.03$3.57$0.20$0.13$0.06
2017Summary only. Only limited summary data is available for this year.$3.76$0.05$3.71$0.29$0.11$0.18
2016Summary only. Only limited summary data is available for this year.$3.58$0.03$3.55$0.18$0.12$0.05
2013Summary only. Only limited summary data is available for this year.$2.53$0.00$2.53$0.49$0.27$0.22
2011Summary only. Only limited summary data is available for this year.$2.70$0.24$2.46$0.11$0.49$0.38
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.06$0.00$3.06$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 18, 2025
Return Version
2024v5.0
Gross Receipts
$196,345
Mission and Program Overview

Mission

Provide university housing and support for Michigan State University students

Program Services

DescriptionGrantsExpenses
0--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEITH LOCHPresidentPT$0--
Alex HaddadDirector-$0--
Frank MercadanteDirector-$0--
Don GoetcheusDirector-$0--
Filing and Contact Details

Filer

Filer Name
Beta Tau Alumni Corporation
EIN
20-8008270
Phone
0000000000
Address
9863 FOREST RIDGE DR, CLARKSTON, MI 48348

Signing Officer

Name
Keith Loch
Title
President
Phone
8102851877
Signed
2025-05-18
Supplemental Narrative

Additional Explanations

Schedule O:

“2024 other expenses: Active support $1025.96, Pennington marketing $4116.89, IT/Office/PO Box $295.86, Taxes $104.99, Student/ALumni Events $1488.86”

Raw XML Appendix133 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/AmendedReturnInd0X
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0KEITH LOCH
IRS990EZ/BooksInCareOfDetail/PhoneNum08102851877
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09863 FOREST RIDGE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CLARKSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048348
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0381211
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0353525
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt018207
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt031803
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0381211
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0353525
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0196345
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02645
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NameChangeInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0321722
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0353525
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0381211
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0353525
IRS990EZ/OccupancyRentUtltsAndMaintAmt0157509
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEITH LOCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Alex Haddad
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Frank Mercadante
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Don Goetcheus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt07033
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide university housing and support for Michigan State University students
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt0175493
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0164542
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0196345
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt02024 other expenses: Active support $1025.96, Pennington marketing $4116.89, IT/Office/PO Box $295.86, Taxes $104.99, Student/ALumni Events $1488.86
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReasonableCauseExplanation/ExplanationTxt0Amended return change of name from Delta Sigma Phi Fraternity to Beta Tau Alumni Corporation
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KEITH LOCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08102851877
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Beta Tau Alumni Corporation
ReturnHeader/Filer/BusinessNameControlTxt0BETA
ReturnHeader/Filer/EIN0208008270
ReturnHeader/Filer/PhoneNum00000000000
ReturnHeader/Filer/USAddress/AddressLine1Txt09863 FOREST RIDGE DR
ReturnHeader/Filer/USAddress/CityNm0CLARKSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048348
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-05-18T23:00:02Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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