Civic Intelligence

Delta Sigma Phi Fraternity Inc

990EZ • Fiscal year 2024 • EIN 20-8008270

Jan 01, 2024 to Dec 31, 2024 • Filed on May 18, 2025

Organization Profile
9863 Forest Ridge DrClarkston, MI 48348

(000) 000-0000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

54th percentile

0.00x

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

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

Liabilities / Revenue

54th percentile

0.00x

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

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

Net Margin

78th percentile

16%

Higher net margin than 78% of similar nonprofits.

2024 filings • 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.

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

Asset Growth

68th percentile

9.9%

Faster asset growth than 68% of similar nonprofits.

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

Revenue Growth

87th percentile

38%

Faster revenue growth than 87% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$353,525

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

Net Assets

Up

$353,525

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

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin78th 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

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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 across loaded years, with this 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
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
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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
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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
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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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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