Civic Intelligence

Beta Theta Pi Fraternity

990 • Fiscal year 2016 • EIN 31-0531047

Jun 01, 2015 to May 31, 2016 • Filed on Feb 15, 2017

Organization ProfileWWW.BETATHETAPI.ORG

View Organization Page

5134 Bonham RoadOxford, OH 45056

(513) 523-7591

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.34x

Higher debt load relative to assets than 42% of similar nonprofits.

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

Liabilities / Revenue

37th percentile

0.44x

Higher debt load relative to revenue than 37% of similar nonprofits.

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

Net Margin

80th percentile

8.0%

Higher net margin than 80% of similar nonprofits.

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

Top Officer Pay

91st percentile

$232,758

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

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

Asset Growth

92nd percentile

20%

Faster asset growth than 92% of similar nonprofits.

2016 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

24th percentile

-2.3%

Faster revenue growth than 24% of similar nonprofits.

2016 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$8,336,555

Up $1,416,607 (+20%) from 2015

Net Assets

Up

$5,513,162

Up $25,402 (+0.5%) from 2015

Liabilities

Up

$2,823,393

Up $1,391,205 (+97%) from 2015

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin80th percentile

Revenue

Down

$6,355,364

Down $150,439 (-2.3%) from 2015

Expenses

Down

$5,847,912

Down $92,441 (-1.6%) from 2015

Net Income

Down

$507,452

Down $57,998 (-10%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$15M$10M$5.0M$0Assets 2010: $4,619,563Liabilities 2010: $1,525,266Net Assets 2010: $3,094,2972010Assets 2011: $5,624,270Liabilities 2011: $1,667,210Net Assets 2011: $3,957,0602011Assets 2012: $5,651,666Liabilities 2012: $1,566,896Net Assets 2012: $4,084,7702012Assets 2013: $6,076,488Liabilities 2013: $1,561,378Net Assets 2013: $4,515,1102013Assets 2014: $6,564,944Liabilities 2014: $1,621,576Net Assets 2014: $4,943,3682014Assets 2015: $6,919,948Liabilities 2015: $1,432,188Net Assets 2015: $5,487,7602015Assets 2016: $8,336,555Liabilities 2016: $2,823,393Net Assets 2016: $5,513,1622016Assets 2017: $9,107,365Liabilities 2017: $2,911,532Net Assets 2017: $6,195,8332017Assets 2018: $9,979,088Liabilities 2018: $3,373,344Net Assets 2018: $6,605,7442018Assets 2019: $8,068,966Liabilities 2019: $2,674,242Net Assets 2019: $5,394,7242019Assets 2020: $8,557,807Liabilities 2020: $2,535,999Net Assets 2020: $6,021,8082020Assets 2021: $10,511,977Liabilities 2021: $3,087,371Net Assets 2021: $7,424,6062021Assets 2022: $10,733,585Liabilities 2022: $3,762,708Net Assets 2022: $6,970,8772022Assets 2023: $6,605,669Liabilities 2023: $5,491,333Net Assets 2023: $1,114,3362023Assets 2024: $6,714,595Liabilities 2024: $4,808,442Net Assets 2024: $1,906,1532024

Highlighted filing

2016

Assets$8,336,555
Liabilities$2,823,393
Net Assets$5,513,162
Open 2016 Filing

Operations Trend

Revenue Growth24th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $3,206,9562010Expenses 2011: $3,542,9932011Expenses 2012: $4,421,8982012Expenses 2013: $4,984,5512013Revenue 2014: $5,772,871Expenses 2014: $5,494,379Net Income 2014: $278,4922014Revenue 2015: $6,505,803Expenses 2015: $5,940,353Net Income 2015: $565,4502015Revenue 2016: $6,355,364Expenses 2016: $5,847,912Net Income 2016: $507,4522016Revenue 2017: $6,630,084Expenses 2017: $6,167,417Net Income 2017: $462,6672017Revenue 2018: $7,283,404Expenses 2018: $6,696,739Net Income 2018: $586,6652018Revenue 2019: $6,858,017Expenses 2019: $7,758,221Net Income 2019: -$900,2042019Revenue 2020: $6,752,176Expenses 2020: $5,932,910Net Income 2020: $819,2662020Revenue 2021: $4,935,313Expenses 2021: $4,626,794Net Income 2021: $308,5192021Revenue 2022: $6,268,729Expenses 2022: $6,349,131Net Income 2022: -$80,4022022Revenue 2023: $6,378,113Expenses 2023: $7,611,188Net Income 2023: -$1,233,0752023Revenue 2024: $7,453,567Expenses 2024: $6,661,750Net Income 2024: $791,8172024

Highlighted filing

2016

Revenue$6,355,364
Expenses$5,847,912
Net Income$507,452
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Feb 15, 2017
Return Version
2015v3.0
Gross Receipts
$6,430,095
Mission and Program Overview

Mission

To develop men of principle for a principled life with the following core values:mutual assistance - betas believe that men are mutually obligated to help others in the honorable labors and aspirations of life.intellectual growth - betas are devoted to continually cultivating their minds, including high standards of academic achievement.trust - betas develop absolute faith and confidence in one another by being true to themselves and others.responsible conduct - betas choose to act responsibly, weighing the consequences of their actions on themselves and those around them.integrity - betas preserve their character by doing what is morally right and demanding the same from their brothers.

Beta Theta Pi Fraternity promotes and develops intellect and culture.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,987,028$4,034,730▲ $47,702
Land, Buildings, and Equipment, Net$1,183,655$2,069,169▲ $885,514
Savings and Temporary Cash Investments$711,211$1,218,373▲ $507,162
Accounts Receivable$613,547$682,876▲ $69,329
Prepaid Expenses and Deferred Charges$339,302$306,899▼ $32,403
Inventories for Sale or Use$3,175$0▼ $3,175
Cash and Non-Interest-Bearing Accounts$112$140▲ $28
Total Assets$6,919,948$8,336,555▲ $1,416,607
Other Assets Total$81,918$24,368▼ $57,550
Liabilities
Other Liabilities$753,482$2,078,164▲ $1,324,682
Deferred Revenue$392,679$419,823▲ $27,144
Accounts Payable and Accrued Expenses$248,311$299,916▲ $51,605
Mortgage Notes Payable Secured by Investment Property$37,716$25,490▼ $12,226
Total Liabilities$1,432,188$2,823,393▲ $1,391,205
Net Assets / Fund Balance
Unrestricted Net Assets$5,487,760$5,513,162▲ $25,402
Total Net Assets Fund Balance$5,487,760$5,513,162▲ $25,402
Total Liabilities and Net Assets / Fund Balance$6,919,948$8,336,555▲ $1,416,607

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,965,428$1,007,253$2,972,681
Equipment$30,215$446,618$476,833
Land$73,526-$73,526
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
horras judsonadministrative secretaryPT$100,151$115,763$215,914
cobb martindirector of communicationsPT$117,490$16,935$134,425
rundle jeffgeneral counsel-$105,257$18,209$123,466
brant jonathanfoundation director-$9,426$6,232$15,658

Board Members and Trustees

NameTitle
schnese robertPresident
Haile TedVICE President
Newton Jeffrey NVice President
Okenquist Michael RVice President
Swartz Paul BVice President
Wortman Michael Jvice President
kiesling brad wvice President
kokkinen michaelvice President
o'malley edwardvice President
wood cary Bvice President
Schmidt David EGeneral Secretary
maddox lynngeneral treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,569,898
Program Service Revenue
$1,104,884
Investment Income
$341,443
Other Revenue
$339,139
Change in Net Assets
$507,452

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,355,364
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-413,421
Total Revenue per Audited Statements
$5,941,943
Total Revenue per Form 990
$6,355,364
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,830,448
Salaries, Compensation, and Employee Benefits$2,016,964
Grants and Similar Amounts Paid$500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,241,899
Conferences and Meetings---$833,479
Insurance---$767,447
Travel---$752,162
Occupancy---$616,155
Current Officers, Directors, Trustees, and Key Employees---$327,383
Office Expenses---$325,692
Payroll Taxes---$190,078
Other Employee Benefits---$176,102
Information Technology---$158,871
Fees for Services Legal---$100,219
Depreciation Depletion---$88,033
Pension Plan Contributions---$81,502
Other Expenses---$67,006
Fees for Services Other---$54,511
Fees for Services Accounting---$39,029
Interest---$13,574
Fees for Service Investment Mgmnt Fees---$9,760
Advertising---$4,510
Grants to Domestic Orgs---$500
Total Functional Expenses$0$0$0$5,847,912

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,916,541
Expenses per Audited Statements$5,847,912
Total Expenses per Form 990$5,847,912
Expenses Not Reported on Form 990$68,629
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
assets held for subordinates$1,066,000
Chapter Housing Trust$509,448
Convention Deposits$276,568
Insurance Reserve$226,148
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“The members of the corporation shall be the individual members of beta theta pi who have not died, resigned or have been expelled.”

Form 990, Part VI, Section A, line 7A

“annually convention delegates (comprised of presidents of each chapter) elect board of trustee members to terms of three years to create a board of no more than twelve.”

Form 990, Part VI, Section A, line 7B

“All rights and privileges of members at an annual meeting shall be exercised by the delegates to a general convention elected as provided in the code of regulations when assembled as directed in the code of regulations. Only those members elected in accordance with the code of regulations as delegates to a general convention or other meeting of members shall be entitled to a vote; each such delegate shall have a single vote unless otherwise provided by the code of regulations.”

Form 990, Part VI, Section B, line 11

“The treasurer (audit committee chair) reviews the form 990 and asks staff to email it to the remainder of the board for review prior to filing.”

Form 990, Part VI, Section B, line 12C

“The scope of this policy includes all staff and board members. ALL BOARD MEMBERS AND STAFF ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. IF A CONFLICT OCCURS, THE BOARD CHAIRMAN AND THE EXECUTIVE DIRECTOR ARE INFORMED AND THE cONFLICT IS WORKED THROUGH. NO CONFLICTS WERE NOTED FOR THE CURRENT YEAR.”

Form 990, Part VI, Section B, line 15

“The board of trustees of the beta theta pi fraternity reviewed and approved the compensation for its executives in 2014 and it is reviewed annually. The board members reviewing the executive compensation were not related to any of the board or directors by family or business connection. Final approval is documented in the board of director minutes. The board also reviews other organization's 990s to determine compensation for the adminitrative secretary.”

Form 990, Part VI, Section C, line 19

“The organization's governing documents, conflict of interest policy, and financial statements are provided upon request.”

Filing and Contact Details

Filer

Filer Name
Beta Theta Pi Fraternity
EIN
31-0531047
Phone
5135237591
Address
5134 Bonham Road, Oxford, OH 45056

Signing Officer

Name
jeff rundle
Title
Executive Director
Phone
5135237591
Signed
2017-02-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
jeff rundle
Formed
1994
Legal Domicile
Oh
Voting Board Members
12
Independent Board Members
12
Employees
57
Volunteers
1,700

Preparer

Firm
Blue & Co LLC
Address
8800 Lyra Drive Suite 450, Columbus, OH 43240
Preparer
Matthew Dasta
Phone
6148852583
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the fraternity and recognize a tax liability if the fraternity has taken an uncertain position that more likely than not would not be sustained upon examination by various federal and state taxing authorities. Management has analyzed the tax positions taken by the fraternity, and has concluded that as of may 31, 2016 and 2015, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the accompanying financial statements.”

Part XI, Line 2D - Other Adjustments:

“Cogs 74,731. Other -6,102.”

Part XII, Line 2D - Other Adjustments:

“cogs 74,731. OTHER -6,102.”

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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/TitleTxt0VICE President
IRS990/Form990PartVIISectionAGrp/TitleTxt1vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3general treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt6vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt7General Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt10vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt11vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt12foundation director
IRS990/Form990PartVIISectionAGrp/TitleTxt13director of communications
IRS990/Form990PartVIISectionAGrp/TitleTxt14administrative secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt15general counsel
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0137528
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0500
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0137528
IRS990/GrossReceiptsAmt06430095
IRS990/GrossReceiptsForPublicUseAmt00
IRS990/GrossRentsGrp/RealAmt05800
IRS990/GrossSalesOfInventoryAmt0469
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0158871
IRS990/InitiationFeesAndCapContriAmt0741069
IRS990/InsuranceGrp/TotalAmt0767447
IRS990/InterestGrp/TotalAmt013574
IRS990/InventoriesForSaleOrUseGrp/BOYAmt03175
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0203915
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0203915
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03987028
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04034730
IRS990/IRPDocumentCnt037
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01453871
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01183655
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02069169
IRS990/LandBldgEquipCostOrOtherBssAmt03523040
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt03910547
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0building men of principle for a principled life.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt037716
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt025490
IRS990/NetAssetsOrFundBalancesBOYAmt05487760
IRS990/NetAssetsOrFundBalancesEOYAmt05513162
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0137528
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt0137528
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-74262
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-74262
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt05800
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt05800
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-482050
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0616155
IRS990/OfficeExpensesGrp/TotalAmt0325692
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt081918
IRS990/OtherAssetsTotalGrp/EOYAmt024368
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0176102
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/TotalAmt067006
IRS990/OtherLiabilitiesGrp/BOYAmt0753482
IRS990/OtherLiabilitiesGrp/EOYAmt02078164
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2541800
IRS990/OtherRevenueMiscGrp/Desc0alumni funded consulta
IRS990/OtherRevenueMiscGrp/Desc1miscellaneous
IRS990/OtherRevenueMiscGrp/Desc2advertising
IRS990/OtherRevenueMiscGrp/ExclusionAmt011543
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0203750
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0203750
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt111543
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt210198
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt010198
IRS990/OtherRevenueTotalAmt0225491
IRS990/OtherSalariesAndWagesGrp/TotalAmt01241899
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0190078
IRS990/PensionPlanContributionsGrp/TotalAmt081502
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0339302
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0306899
IRS990/PrincipalOfficerNm0jeff rundle
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0member services
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01104884
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01104884
IRS990/ProgSrvcAccomActy2Grp/Desc0CHAPTER OPERATIONS: MAINTAINING AND SUPPORTING QUALITY CHAPTERS ACROSS NORTH AMERICA
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02725805
IRS990/ProgSrvcAccomActy3Grp/Desc0ANNUAL ORGANIZATIONAL CONVENTION TO DEVELOP THE MEMBERSHIP AND MAINTAIN THE GOVERNING OF THE FRATERNITY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0694902
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAM SERVICES
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01618188
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04843993
IRS990/PYGrantsAndSimilarPaidAmt01000
IRS990/PYInvestmentIncomeAmt0169796
IRS990/PYOtherExpensesAmt03856772
IRS990/PYOtherRevenueAmt0381608
IRS990/PYProgramServiceRevenueAmt01110406
IRS990/PYRevenuesLessExpensesAmt0565450
IRS990/PYSalariesCompEmpBnftPaidAmt02082581
IRS990/PYTotalExpensesAmt05940353
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06505803
IRS990/ReconcilationRevenueExpnssAmt0507452
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0659351
IRS990/RentalIncomeOrLossGrp/RealAmt05800
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0182110
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt0182110
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0711211
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01218373
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01965428
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01007253
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02972681
IRS990ScheduleD/EquipmentGrp/BookValueAmt030215
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0446618
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0476833
IRS990ScheduleD/ExpensesNotReportedAmt068629
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05847912
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt073526
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt073526
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-482050
IRS990ScheduleD/OtherExpensesIncludedAmt068629
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0276568
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1226148
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2509448
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt31066000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CONVENTION DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INSURANCE RESERVE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CHAPTER HOUSING TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3assets held for subordinates
IRS990ScheduleD/OtherRevenueAmt068629
IRS990ScheduleD/RevenueNotReportedAmt0-413421
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt06355364
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FRATERNITY AND RECOGNIZE A TAX LIABILITY IF THE FRATERNITY HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FRATERNITY, AND HAS CONCLUDED THAT AS OF MAY 31, 2016 AND 2015, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1COGS 74,731. OTHER -6,102.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2cogs 74,731. OTHER -6,102.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02069169
IRS990ScheduleD/TotalExpensesPerForm990Amt05847912
IRS990ScheduleD/TotalLiabilityAmt02078164
IRS990ScheduleD/TotalRevenuePerForm990Amt06355364
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05941943
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05916541
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt09426
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1117490
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2100151
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount2100274
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0128502

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,336,555
Liabilities
$2,823,393
Net assets
$5,513,162
Revenue
$6,355,364
Expenses
$5,847,912
Net income
$507,452
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.71$4.81$1.91$7.45$6.66$0.79
2023Detailed filing. Detailed filing data is available for this year.$6.61$5.49$1.11$6.38$7.61$1.23
2022Detailed filing. Detailed filing data is available for this year.$10.7$3.76$6.97$6.27$6.35$0.08
2021Detailed filing. Detailed filing data is available for this year.$10.5$3.09$7.42$4.94$4.63$0.31
2020Detailed filing. Detailed filing data is available for this year.$8.56$2.54$6.02$6.75$5.93$0.82
2019Detailed filing. Detailed filing data is available for this year.$8.07$2.67$5.39$6.86$7.76$0.90
2018Detailed filing. Detailed filing data is available for this year.$9.98$3.37$6.61$7.28$6.70$0.59
2017Detailed filing. Detailed filing data is available for this year.$9.11$2.91$6.20$6.63$6.17$0.46
2016Detailed filing. Detailed filing data is available for this year.$8.34$2.82$5.51$6.36$5.85$0.51
2015Detailed filing. Detailed filing data is available for this year.$6.92$1.43$5.49$6.51$5.94$0.57
2014Detailed filing. Detailed filing data is available for this year.$6.56$1.62$4.94$5.77$5.49$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.08$1.56$4.52$4.98
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.65$1.57$4.08$4.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.62$1.67$3.96$3.54
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.62$1.53$3.09$3.21