Civic Intelligence

Beta Theta Pi Fraternity

990 • Fiscal year 2017 • EIN 31-0531047

Jun 01, 2016 to May 31, 2017 • Filed on Apr 02, 2018

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

39th percentile

0.32x

Higher debt load relative to assets than 39% of similar nonprofits.

2017 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

34th percentile

0.44x

Higher debt load relative to revenue than 34% of similar nonprofits.

2017 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2017

Net Margin

76th percentile

7.0%

Higher net margin than 76% of similar nonprofits.

2017 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

83rd percentile

9.2%

Faster asset growth than 83% of similar nonprofits.

2017 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

63rd percentile

4.3%

Faster revenue growth than 63% of similar nonprofits.

2017 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$9,107,365

Up $770,810 (+9.2%) from 2016

Net Assets

Up

$6,195,833

Up $682,671 (+12%) from 2016

Liabilities

Up

$2,911,532

Up $88,139 (+3.1%) from 2016

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin76th percentile

Revenue

Up

$6,630,084

Up $274,720 (+4.3%) from 2016

Expenses

Up

$6,167,417

Up $319,505 (+5.5%) from 2016

Net Income

Down

$462,667

Down $44,785 (-8.8%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2017

Assets$9,107,365
Liabilities$2,911,532
Net Assets$6,195,833
Open 2017 Filing

Operations Trend

Revenue Growth63rd 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

2017

Revenue$6,630,084
Expenses$6,167,417
Net Income$462,667
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Apr 2, 2018
Return Version
2016v3.0
Gross Receipts
$6,630,084
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$4,034,730$4,313,682▲ $278,952
Land, Buildings, and Equipment, Net$2,069,169$2,258,878▲ $189,709
Savings and Temporary Cash Investments$1,218,373$1,614,662▲ $396,289
Accounts Receivable$682,876$627,922▼ $54,954
Prepaid Expenses and Deferred Charges$306,899$290,378▼ $16,521
Cash and Non-Interest-Bearing Accounts$140$175▲ $35
Total Assets$8,336,555$9,107,365▲ $770,810
Other Assets Total$24,368$1,668▼ $22,700
Liabilities
Other Liabilities$2,078,164$2,107,452▲ $29,288
Deferred Revenue$419,823$421,144▲ $1,321
Accounts Payable and Accrued Expenses$299,916$373,702▲ $73,786
Mortgage Notes Payable Secured by Investment Property$25,490$9,234▼ $16,256
Total Liabilities$2,823,393$2,911,532▲ $88,139
Net Assets / Fund Balance
Unrestricted Net Assets$5,513,162$6,195,833▲ $682,671
Total Net Assets Fund Balance$5,513,162$6,195,833▲ $682,671
Total Liabilities and Net Assets / Fund Balance$8,336,555$9,107,365▲ $770,810

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,117,276$1,148,085$3,265,361
Equipment$68,076$470,847$538,923
Land$73,526-$73,526
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
cobb martindirector of communicationsPT$134,926$27,403$162,329
brant jonathanfoundation director-$8,906$147,895$156,801
rundle jeffexecutive directorFT$122,299$25,487$147,786

Board Members and Trustees

NameTitle
schnese robertPresident
Haile TedVICE President
Schmidt David EviCE President
Swartz BenjaminVice President
Wortman Michael Jvice President
foster justinvICE President
kiesling brad wvice President
kokkinen michaelvice President
o'malley edwardvicE President
wood cary Bvice President
Kay S Waynegeneral secretary
maddox lynngeneral treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,809,084
Program Service Revenue
$1,140,192
Investment Income
$176,377
Other Revenue
$504,431
Change in Net Assets
$462,667

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,630,084
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$220,004
Total Revenue per Audited Statements
$6,850,088
Total Revenue per Form 990
$6,630,084
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,138,242
Salaries, Compensation, and Employee Benefits$2,028,675
Grants and Similar Amounts Paid$500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,240,173
Conferences and Meetings---$855,299
Insurance---$789,508
Occupancy---$716,364
Travel---$712,187
Office Expenses---$424,899
Current Officers, Directors, Trustees, and Key Employees---$345,801
Other Employee Benefits---$191,470
Payroll Taxes---$175,166
Information Technology---$152,211
Fees for Services Legal---$135,629
Depreciation Depletion---$127,203
Other Expenses---$110,024
Pension Plan Contributions---$76,065
Fees for Services Other---$53,302
Fees for Services Accounting---$42,859
Interest---$10,053
Fees for Service Investment Mgmnt Fees---$8,325
Grants to Domestic Orgs---$500
Advertising---$379
Total Functional Expenses$0$0$0$6,167,417

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,167,417
Total Expenses per Audited Statements$6,167,417
Total Expenses per Form 990$6,167,417
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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
Billhighway Trust Funds$1,066,000
Housing Trusts Investments$563,507
Convention Deposits$276,254
Insurance Reserve$201,691
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 11B

“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 2016 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
2018-04-02
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, 2017 and 2016, 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.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE President
IRS990/Form990PartVIISectionAGrp/TitleTxt1vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3general treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4vicE President
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IRS990/Form990PartVIISectionAGrp/TitleTxt8vice President
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt018599
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0500
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt018599
IRS990/GrossReceiptsAmt06630084
IRS990/GrossReceiptsForPublicUseAmt00
IRS990/GrossRentsGrp/RealAmt0111092
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0152211
IRS990/InitiationFeesAndCapContriAmt0803917
IRS990/InsuranceGrp/TotalAmt0789508
IRS990/InterestGrp/TotalAmt010053
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0157778
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0157778
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04034730
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04313682
IRS990/IRPDocumentCnt037
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01618932
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02069169
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02258878
IRS990/LandBldgEquipCostOrOtherBssAmt03877810
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt03997915
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0building men of principle for a principled life.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt025490
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt09234
IRS990/NetAssetsOrFundBalancesBOYAmt05513162
IRS990/NetAssetsOrFundBalancesEOYAmt06195833
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt018599
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt018599
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0111092
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0111092
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0220004
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0716364
IRS990/OfficeExpensesGrp/TotalAmt0424899
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt024368
IRS990/OtherAssetsTotalGrp/EOYAmt01668
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0191470
IRS990/OtherExpensesGrp/Desc0other expenses
IRS990/OtherExpensesGrp/TotalAmt0110024
IRS990/OtherLiabilitiesGrp/BOYAmt02078164
IRS990/OtherLiabilitiesGrp/EOYAmt02107452
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2541800
IRS990/OtherRevenueMiscGrp/Desc0Alumni Funded Consulta
IRS990/OtherRevenueMiscGrp/Desc1Miscelleanous Revenue
IRS990/OtherRevenueMiscGrp/Desc2Advertising
IRS990/OtherRevenueMiscGrp/ExclusionAmt015270
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0140000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0140000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt115270
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt27060
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt07060
IRS990/OtherRevenueTotalAmt0162330
IRS990/OtherSalariesAndWagesGrp/TotalAmt01240173
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/TotalAmt0175166
IRS990/PensionPlanContributionsGrp/TotalAmt076065
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0306899
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0290378
IRS990/PrincipalOfficerNm0jeff rundle
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Meetings and Conferenc
IRS990/ProgramServiceRevenueGrp/Desc1Housing Program
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0617556
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1522636
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0617556
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1522636
IRS990/ProgSrvcAccomActy2Grp/Desc0CHAPTER OPERATIONS: MAINTAINING AND SUPPORTING QUALITY CHAPTERS ACROSS NORTH AMERICA
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02802743
IRS990/ProgSrvcAccomActy3Grp/Desc0ANNUAL ORGANIZATIONAL CONVENTION TO DEVELOP THE MEMBERSHIP AND MAINTAIN THE GOVERNING OF THE FRATERNITY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0689347
IRS990/ProgSrvcAccomActyOtherGrp/Desc0all other program services
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01807734
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04569898
IRS990/PYGrantsAndSimilarPaidAmt0500
IRS990/PYInvestmentIncomeAmt0341443
IRS990/PYOtherExpensesAmt03830448
IRS990/PYOtherRevenueAmt0339139
IRS990/PYProgramServiceRevenueAmt01104884
IRS990/PYRevenuesLessExpensesAmt0507452
IRS990/PYSalariesCompEmpBnftPaidAmt02016964
IRS990/PYTotalExpensesAmt05847912
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06355364
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0462667
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0811169
IRS990/RentalIncomeOrLossGrp/RealAmt0111092
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0231009
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt0231009
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01218373
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01614662
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/BookValueAmt02117276
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01148085
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03265361
IRS990ScheduleD/EquipmentGrp/BookValueAmt068076
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0470847
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0538923
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt06167417
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt073526
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt073526
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0220004
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0563507
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11066000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2201691
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3276254
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Housing Trusts Investments
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Billhighway Trust Funds
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Insurance Reserve
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Convention Deposits
IRS990ScheduleD/RevenueNotReportedAmt0220004
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt06630084
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, 2017 AND 2016, 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/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02258878
IRS990ScheduleD/TotalExpensesPerForm990Amt06167417
IRS990ScheduleD/TotalLiabilityAmt02107452
IRS990ScheduleD/TotalRevenuePerForm990Amt06630084
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06850088
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06167417
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/HousingAllowanceOrResidenceInd0X
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0122299
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount03000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt04463
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt04862
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt017625
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt0226
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0rundle jeff
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0executive director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0147786
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt04689
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0Housing is provided for the Executive Director.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 1a
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,107,365
Liabilities
$2,911,532
Net assets
$6,195,833
Revenue
$6,630,084
Expenses
$6,167,417
Net income
$462,667
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