Civic Intelligence

Beta Theta Pi Fraternity Alpha Upsilon Chapter

990 • Fiscal year 2013 • EIN 24-0803965

Jul 01, 2012 to Jun 30, 2013 • Filed on Feb 07, 2014

C/O Thompson Harner Inc16804-0937
Siviq Scores

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

Liabilities / Assets

2nd percentile

0.02x

Higher debt load relative to assets than 2% of similar nonprofits.

2013 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

24th percentile

-3.4%

Faster asset growth than 24% of similar nonprofits.

2013 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$6,805,939

Down $242,942 (-3.4%) from 2012

Net Assets

Down

$6,648,444

Down $220,490 (-3.2%) from 2012

Liabilities

Down

$157,495

Down $22,452 (-12%) from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$712,558

Down $15,195 (-2.1%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $7,285,164Liabilities 2011: $192,870Net Assets 2011: $7,092,2942011Assets 2012: $7,048,881Liabilities 2012: $179,947Net Assets 2012: $6,868,9342012Assets 2013: $6,805,939Liabilities 2013: $157,495Net Assets 2013: $6,648,4442013Assets 2016: $5,936,502Liabilities 2016: $99,453Net Assets 2016: $5,837,0492016Assets 2021: $4,522,752Liabilities 2021: $1,221,027Net Assets 2021: $3,301,7252021Assets 2022: $4,295,156Liabilities 2022: $1,264,875Net Assets 2022: $3,030,2812022Assets 2023: $3,955,216Liabilities 2023: $1,298,521Net Assets 2023: $2,656,6952023Assets 2024: $3,648,284Liabilities 2024: $1,402,249Net Assets 2024: $2,246,0352024Assets 2025: $3,270,679Liabilities 2025: $1,248,093Net Assets 2025: $2,022,5862025

Highlighted filing

2013

Assets$6,805,939
Liabilities$157,495
Net Assets$6,648,444

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $732,1202011Expenses 2012: $727,7532012Expenses 2013: $712,5582013Revenue 2016: $415,980Expenses 2016: $738,615Net Income 2016: -$322,6352016Revenue 2021: $145,099Expenses 2021: $582,112Net Income 2021: -$437,0132021Revenue 2022: $265,275Expenses 2022: $536,719Net Income 2022: -$271,4442022Revenue 2023: $230,745Expenses 2023: $604,331Net Income 2023: -$373,5862023Revenue 2024: $171,220Expenses 2024: $581,880Net Income 2024: -$410,6602024Revenue 2025: $150,625Expenses 2025: $374,074Net Income 2025: -$223,4492025

Highlighted filing

2013

Revenue-
Expenses$712,558
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Feb 7, 2014
Return Version
2012v2.0
Gross Receipts
$491,693
Mission and Program Overview

Mission

Support of active and alumni chapters of the fraternity

Filing and Contact Details

Filer

EIN
24-0803965
Raw XML Appendix322 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.

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IRS990/Form990PartVIISectionA/NamePerson7CHARLES FEGLEY
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IRS990/Form990PartVIISectionA/Officer4X
IRS990/Form990PartVIISectionA/Title0President 06/30/13
IRS990/Form990PartVIISectionA/Title1V-President
IRS990/Form990PartVIISectionA/Title2Treasurer 06/30/13
IRS990/Form990PartVIISectionA/Title3Secretary
IRS990/Form990PartVIISectionA/Title4Member 06/30/13
IRS990/Form990PartVIISectionA/Title5Member 06/30/14
IRS990/Form990PartVIISectionA/Title6Member 06/30/14
IRS990/Form990PartVIISectionA/Title7Member 06/30/15
IRS990/Form990PartVIISectionA/Title8Member 06/30/15
IRS990/Form990PartVIISectionA/Title9Member 06/30/16
IRS990/Form990PartVIISectionA/Title10Member 06/30/16
IRS990/Form990PartVIISectionA/Title11Member 06/30/16
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IRS990/LandBuildingsEquipmentBasis07741469
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IRS990/OtherExpenses/Description1PSU Related
IRS990/OtherExpenses/Description2Real Estate Taxes
IRS990/OtherExpenses/Description3Property Insurance
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IRS990ScheduleO/GeneralExplanation/Explanation0Alumni in good standing are members of the alumni chapter of the fraternity
IRS990ScheduleO/GeneralExplanation/Explanation1Alumni in good standing may vote for board members
IRS990ScheduleO/GeneralExplanation/Explanation2Form 990 will be scanned to Fraternity Director, he will forward to board members
IRS990ScheduleO/GeneralExplanation/Explanation3Form 990 reviewed by treasurer, signed by treasurer
IRS990ScheduleO/GeneralExplanation/Explanation4NATIONAL EXPENSES PSU RELATED EXPENSES PSU RELATED HOMECOMING EXPENSES PSU RELATED 120TH EXPENSES
IRS990ScheduleO/GeneralExplanation/Explanation5ACCOUNTS RECEIVABLE
IRS990ScheduleO/GeneralExplanation/Explanation6ACCOUNTS PAYABLE SECURITY DEPOSIT LIABILITY PAYROLL LIABILITIES
IRS990ScheduleO/GeneralExplanation/Identifier0Pt VI, Line 6
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IRS990ScheduleO/GeneralExplanation/Identifier3Pt VI, Line 11b
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IRS990ScheduleO/GeneralExplanation/Identifier5Form 990EZ, Part II, Line 24
IRS990ScheduleO/GeneralExplanation/Identifier6Form 990EZ, Part II, Line 26
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IRS990/YearFormation01888
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0240803965
ReturnHeader/Filer/Name/BusinessNameLine10BETA THETA PI FRATERNITY ALPHA UPSILON CHAPTER
ReturnHeader/Filer/NameControl0BETA
ReturnHeader/Filer/Phone08142342642
ReturnHeader/Filer/USAddress/AddressLine10C/O THOMPSON HARNER INC
ReturnHeader/Filer/USAddress/City0STATE COLLEGE
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ReturnHeader/Filer/USAddress/ZIPCode0168040937
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-02-07
ReturnHeader/Officer/Name0JOSEPH MARKOVICH
ReturnHeader/Officer/Phone08142342642
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02014-02-11
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10THOMPSON HARNER INC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 937
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0STATE COLLEGE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0168040937
ReturnHeader/Preparer/Name0THOMPSON HARNER EA 60225
ReturnHeader/Preparer/Phone08142342642
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-02-11T08:39:16-08:00

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Filings