Civic Intelligence

Beta Theta Pi Fraternity Alpha Upsilon Chapter

990 • Fiscal year 2016 • EIN 24-0803965

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 06, 2017

Organization Profilebetapsu.com
c/o Thompson Harner IncState College, PA 16804-0937

(814) 234-2642

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.02x

Higher debt load relative to assets than 3% of similar nonprofits.

2016 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

21st percentile

0.24x

Higher debt load relative to revenue than 21% of similar nonprofits.

2016 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2016

Net Margin

1st percentile

-78%

Higher net margin than 1% of similar nonprofits.

2016 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

2016 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2016

Asset Growth

19th percentile

-4.5%

Faster asset growth than 19% of similar nonprofits.

2016 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2013 to 2016

Revenue Growth

Score unavailable

No value available

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

Source year 2016

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Down

$5,936,502

Down $869,437 (-13%) from 2013

Net Assets

Down

$5,837,049

Down $811,395 (-12%) from 2013

Liabilities

Down

$99,453

Down $58,042 (-37%) from 2013

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin1st percentile

Revenue

$415,980

No earlier filing loaded for comparison.

Expenses

Up

$738,615

Up $26,057 (+3.7%) from 2013

Net Income

-$322,635

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

2016

Assets$5,936,502
Liabilities$99,453
Net Assets$5,837,049
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2016

Revenue$415,980
Expenses$738,615
Net Income-$322,635
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 6, 2017
Return Version
2015v3.0
Gross Receipts
$415,980
Mission and Program Overview

Mission

Support of active and alumni chapters of the fraternity

Promote fraternity values Provide housing for 40-50 fraternity members Support active and alumni chapter(s) of the fraternity

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$6,164,227$5,837,049▼ $327,178
Land, Buildings, and Equipment, Net$6,110,338$5,814,065▼ $296,273
Cash and Non-Interest-Bearing Accounts$170,887$119,813▼ $51,074
Accounts Receivable$3,996$2,624▼ $1,372
Total Assets$6,285,221$5,936,502▼ $348,719
Liabilities
Mortgage Notes Payable Secured by Investment Property$71,997$45,087▼ $26,910
Other Liabilities$42,675$43,850▲ $1,175
Accounts Payable and Accrued Expenses$6,322$10,516▲ $4,194
Total Liabilities$120,994$99,453▼ $21,541
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,164,227$5,837,049▼ $327,178
Total Liabilities and Net Assets / Fund Balance$6,285,221$5,936,502▼ $348,719

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,814,065$1,975,339-
Compensation and Service Providers
Top Officer Pay25th percentile

Board Members and Trustees

NameTitle
Ed HuntExec V-President 06/30/16
Terry ShinePresident 06/30/15
William CassidyPresident 06/30/16
Donald AbbeyDirector 06/30/16
Edward LyonDirector 06/30/16
George RemmeyDirector 06/30/16
Henry BreamDirector 06/30/16
P William LenhartDirector 06/30/16
William TorrenceDirector 06/30/16
Lee KimballDirector 10/10/15
Gil MuhlSecretary 06/30/16
Chuck FegleySecretary 10/10/15
Marco DellariaTreasurer 06/30/16
Dr James StraussVP of Active Relations 06/30/16
Garrett VidakVP of House Management 06/30/16
Revenue and Support

Revenue Composition

Contributions and Grants
$415,888
Program Service Revenue
$0
Investment Income
$92
Other Revenue
$0
All Other Contributions
$14,756
Change in Net Assets
$-322,635
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$686,988
Salaries, Compensation, and Employee Benefits$37,402
Professional Fundraising Fees$14,225
Total Fundraising Expense$14,225
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion---$296,273
Occupancy$250,136--$250,136
Other Salaries and Wages$28,921--$28,921
Other Expenses$23,820--$23,820
Fees for Services Professional Fundraising--$14,225$14,225
Conferences and Meetings$5,975--$5,975
Fees for Services Accounting$5,531--$5,531
Other Employee Benefits$5,113--$5,113
Payroll Taxes$3,368--$3,368
Interest$1,502--$1,502
Total Functional Expenses$428,117$0$14,225$738,615
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$14,225
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposit Liability$43,850
Accounts Payable-
Payroll Liabilities-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Beta Theta Pi Fraternity Alpha Upsilon Chapter
EIN
24-0803965
Phone
8142342642
Address
c/o Thompson Harner Inc, State College, PA 16804-0937

Signing Officer

Name
Marco Dellaria
Title
Treasurer
Phone
8142342642
Signed
2017-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marco Dellaria
Formed
1888
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
12
Employees
1
Volunteers
20

Preparer

Firm
Thompson Harner Inc
Address
PO BOX 937, STATE COLLEGE, PA 16804-0937
Preparer
Thompson Harner Ea60225
Phone
8142342642
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“Members in good standing are members of the fraternity”

Pt VI, Line 7A

“Members in good stadning elect board members”

Pt VI, Line 11B

“Form 990 reviewed by treasurer, will forward to board members”

Pt X

“Uncollectable Accounts $-3996”

Form 990EZ, Part I, Line 16

“National Expenses”

Form 990EZ, Part I, Line 16

“PSU Related Expenses”

Form 990EZ, Part I, Line 16

“PSU Related Homecoming Expenses”

Form 990EZ, Part I, Line 16

“PSU Related 120th Expenses”

Form 990EZ, Part II, Line 24

“Accounts Receivable”

Form 990EZ, Part II, Line 26

“Accounts Payable”

Form 990EZ, Part II, Line 26

“Security Deposit Liability”

Form 990EZ, Part II, Line 26

“Payroll Liabilities”

Raw XML Appendix352 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/Form990PartVIISectionAGrp/PersonNm4CHUCK FEGLEY
IRS990/Form990PartVIISectionAGrp/PersonNm5GIL MUHL
IRS990/Form990PartVIISectionAGrp/PersonNm6GARRETT VIDAK
IRS990/Form990PartVIISectionAGrp/PersonNm7DR JAMES STRAUSS
IRS990/Form990PartVIISectionAGrp/PersonNm8LEE KIMBALL
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IRS990/Form990PartVIISectionAGrp/PersonNm10DONALD ABBEY
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IRS990/Form990PartVIISectionAGrp/PersonNm12HENRY BREAM
IRS990/Form990PartVIISectionAGrp/PersonNm13WILLIAM TORRENCE
IRS990/Form990PartVIISectionAGrp/PersonNm14GEORGE REMMEY
IRS990/Form990PartVIISectionAGrp/TitleTxt0President 06/30/15
IRS990/Form990PartVIISectionAGrp/TitleTxt1President 06/30/16
IRS990/Form990PartVIISectionAGrp/TitleTxt2Exec V-President 06/30/16
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer 06/30/16
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary 10/10/15
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary 06/30/16
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP of House Management 06/30/16
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP of Active Relations 06/30/16
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director 10/10/15
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director 06/30/16
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IRS990/Form990PartVIISectionAGrp/TitleTxt11Director 06/30/16
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IRS990/Form990PartVIISectionAGrp/TitleTxt14Director 06/30/16
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Members in good standing are members of the fraternity
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members in good stadning elect board members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 990 reviewed by treasurer, will forward to board members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Uncollectable Accounts $-3996
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4National Expenses
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PSU Related Expenses
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PSU Related Homecoming Expenses
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PSU Related 120th Expenses
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Receivable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Payable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Security Deposit Liability
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Payroll Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt X
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 26
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt06285221
IRS990/TotalAssetsEOYAmt05936502
IRS990/TotalAssetsGrp/BOYAmt06285221
IRS990/TotalAssetsGrp/EOYAmt05936502
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0415888
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt014225
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0428117
IRS990/TotalFunctionalExpensesGrp/TotalAmt0738615
IRS990/TotalGrossUBIAmt092
IRS990/TotalLiabilitiesBOYAmt0120994
IRS990/TotalLiabilitiesEOYAmt099453
IRS990/TotalLiabilitiesGrp/BOYAmt0120994
IRS990/TotalLiabilitiesGrp/EOYAmt099453
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06164227
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05837049
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0415980
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt092
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06285221
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05936502
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0220 North Burrowes Road
IRS990/USAddress/CityNm0State College
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd016801
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0betapsu.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARCO DELLARIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08142342642
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Beta Theta Pi Fraternity Alpha Upsilon Chapter
ReturnHeader/Filer/BusinessNameControlTxt0BETA
ReturnHeader/Filer/EIN0240803965
ReturnHeader/Filer/PhoneNum08142342642
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Thompson Harner Inc
ReturnHeader/Filer/USAddress/CityNm0State College
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0168040937
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMPSON HARNER INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 937
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STATE COLLEGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0168040937
ReturnHeader/PreparerPersonGrp/PhoneNum08142342642
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMPSON HARNER EA60225
ReturnHeader/ReturnTs02017-02-10T16:17:27-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,936,502
Liabilities
$99,453
Net assets
$5,837,049
Revenue
$415,980
Expenses
$738,615
Net income
-$322,635
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.27$1.25$2.02$0.15$0.37$0.22
2024Detailed filing. Detailed filing data is available for this year.$3.65$1.40$2.25$0.17$0.58$0.41
2023Detailed filing. Detailed filing data is available for this year.$3.96$1.30$2.66$0.23$0.60$0.37
2022Detailed filing. Detailed filing data is available for this year.$4.30$1.26$3.03$0.27$0.54$0.27
2021Detailed filing. Detailed filing data is available for this year.$4.52$1.22$3.30$0.15$0.58$0.44
2016Detailed filing. Detailed filing data is available for this year.$5.94$0.10$5.84$0.42$0.74$0.32
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.81$0.16$6.65$0.71
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.05$0.18$6.87$0.73
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.29$0.19$7.09$0.73