Civic Intelligence

Beta Theta Pi Fraternity

990 • Fiscal year 2020 • EIN 31-0531047

Jun 01, 2019 to May 31, 2020 • Filed on Mar 21, 2021

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

36th percentile

0.30x

Higher debt load relative to assets than 36% of similar nonprofits.

2020 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

28th percentile

0.38x

Higher debt load relative to revenue than 28% of similar nonprofits.

2020 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2020

Net Margin

77th percentile

12%

Higher net margin than 77% of similar nonprofits.

2020 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$265,643

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2020 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2020

Asset Growth

70th percentile

6.1%

Faster asset growth than 70% of similar nonprofits.

2020 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

54th percentile

-1.5%

Faster revenue growth than 54% of similar nonprofits.

2020 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Up

$8,557,807

Up $488,841 (+6.1%) from 2019

Net Assets

Up

$6,021,808

Up $627,084 (+12%) from 2019

Liabilities

Down

$2,535,999

Down $138,243 (-5.2%) from 2019

Revenue

Down

$6,752,176

Down $105,841 (-1.5%) from 2019

Expenses

Down

$5,932,910

Down $1,825,311 (-24%) from 2019

Net Income

Up

$819,266

Up $1,719,470 (+191%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$8,557,807
Liabilities$2,535,999
Net Assets$6,021,808

Operations Trend

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

2020

Revenue$6,752,176
Expenses$5,932,910
Net Income$819,266
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Mar 21, 2021
Return Version
2019v5.2
Gross Receipts
$7,401,422
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$4,559,662$4,298,582▼ $261,080
Savings and Temporary Cash Investments$1,038,811$1,065,451▲ $26,640
Cash and Non-Interest-Bearing Accounts$92,326$775,617▲ $683,291
Accounts Receivable$837,197$453,908▼ $383,289
Prepaid Expenses and Deferred Charges$444,392$385,777▼ $58,615
Land, Buildings, and Equipment, Net$80,044$79,063▼ $981
Total Assets$8,068,966$8,557,807▲ $488,841
Other Assets Total$1,016,534$1,499,409▲ $482,875
Liabilities
Other Liabilities$2,343,729$2,104,890▼ $238,839
Accounts Payable and Accrued Expenses$297,053$350,639▲ $53,586
Deferred Revenue$5,491$67,264▲ $61,773
Mortgage Notes Payable Secured by Investment Property$27,969$13,206▼ $14,763
Total Liabilities$2,674,242$2,535,999▼ $138,243
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,394,724$6,021,808▲ $627,084
Total Net Assets Fund Balance$5,394,724$6,021,808▲ $627,084
Total Liabilities and Net Assets / Fund Balance$8,068,966$8,557,807▲ $488,841

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$641,516$641,516
Equipment$79,063$440,245$519,308
Other Assets Org$600,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$18,792,486$133,948▼ $563,689$811,355$17,551,390
2018$19,733,656$195,207▼ $293,693$842,684$18,792,486
2017$18,589,113$485,329▲ $1,551,444$892,230$19,733,656
2016$16,714,414$778,754▲ $1,845,219$749,274$18,589,113
2015$15,975,107$1,877,793▼ $497,920$640,566$16,714,414
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rundle JeffExecutive DirectorFT$179,496$86,147$265,643
Cobb MartinDirector of CommunicationsPT$152,545$33,284$185,829
Fernandez PhilChief Foundation Officer-$104,174$35,210$139,384
Jonathan BrantFoundation Director-$120,880$13,427$134,307
Fogle DanChief Financial OfficerFT$92,614$19,908$112,522

Board Members and Trustees

NameTitle
Schnese RobertPresident
Beall Robert Start 8419Vice President
Cruz Steven Start 8419Vice President
Foster JustinVice President
Grispin KennethVice President
Haile Ted End 8419Vice President
Haywood James Start 8419Vice President
Kiesling Brad WVice President
Kokkinen Michael End 8419Vice President
Rutherford JustinVice President
Schmidt David E End 8419Vice President
Wood Cary BVice President
Wortman Michael JVice President
Kay S WayneGeneral Secretary
Swartz BenjaminGeneral Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,017,318
Program Service Revenue
$5,364,169
Investment Income
$72,522
Other Revenue
$298,167
All Other Contributions
$110,160
Change in Net Assets
$819,266

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,740,398
Revenue Not Reported on Financial Statements
$11,778
Revenue Not Reported on Form 990
$-192,182
Total Revenue per Audited Statements
$6,548,216
Total Revenue per Form 990
$6,752,176
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,710,933
Salaries, Compensation, and Employee Benefits$2,221,977
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,057,746
Insurance---$668,730
Conferences and Meetings---$660,258
Occupancy---$636,468
Travel---$532,080
Office Expenses---$465,907
Other Employee Benefits---$461,871
Current Officers, Directors, Trustees, and Key Employees---$424,343
Information Technology---$210,819
Payroll Taxes---$197,306
Fees for Services Other---$103,984
Pension Plan Contributions---$80,711
Fees for Services Legal---$62,605
Fees for Services Accounting---$48,535
Other Expenses---$29,867
Interest---$11,997
Fees for Service Investment Mgmnt Fees---$11,778
Advertising---$1,064
Depreciation Depletion---$776
Total Functional Expenses$0$0$0$5,932,910

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,932,910
Expenses per Audited Statements$5,921,132
Total Expenses per Audited Statements$5,921,132
Expenses Not Reported on Financial Statements$11,778
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North AmericaProgram Service RevenueMEMBERSHIP DUES RECEIVED FROM CANADIAN CHAPTERS TOTALED $27,663.00-
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$667,762
Insurance Reserve$350,379
Convention Deposits$20,749
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 35% controlled entity
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
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, through the general secretary, conducted an annual performance and compensation review for the executive director based upon the terms of the executive director's employment contract. The trustees reviewing the executive compensation were not related to any other trustee or executive by family or business connection. The board annually reviews other peer organizations' 990s to determine compensation for the executive director.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy, and audited 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
2021-03-21
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
51
Volunteers
2,018

Preparer

Firm
Blue & Co LLC
Address
12800 N MERIDIAN ST STE 400, CARMEL, IN 46032
Preparer
Angela N Crawford CPA
Phone
3178488920
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The board of trustees assumes responsibility for oversight of the audit and the selection of an independent accountant. The process has not changed from the prior year.

Financial Statement Notes

PART V, LINE 4:

The endowment is held by a related entity, beta theta pi foundation. The endowment consists of 611 individual funds established for a variety of pruposes. The endowment includes both donor restricted funds and funds designated by the governing body to function as endowments.

PART X, LINE 2:

The fraternity is a not-for-profit organization that is exempt from income taxes under section 501(c)(7) of the internal revenue code. The fraternity is exempt from income taxes. However, the fraternity is required to file federal form 990 - return of organization exempt from income tax which is an informational return only. The fraternity is subject to routine audits by taxing jurisdictions. However, as of the date the financial statements were available to be issued, there were no audits for any tax periods in progress. 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, 2020 and 2019, 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/PersonNm18FERNANDEZ PHIL
IRS990/Form990PartVIISectionAGrp/PersonNm19JONATHAN BRANT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1692614
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1GENERAL TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2GENERAL SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR OF COMMUNICATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHIEF FOUNDATION OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt19FOUNDATION DIRECTOR
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
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IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0531627
IRS990/GrossReceiptsAmt07401422
IRS990/GrossReceiptsForPublicUseAmt00
IRS990/GrossSalesOfInventoryAmt01879
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
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IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InitiationFeesAndCapContriAmt0613815
IRS990/InsuranceGrp/TotalAmt0668730
IRS990/InterestGrp/TotalAmt011997
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0190141
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0190141
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04559662
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04298582
IRS990/IRPDocumentCnt053
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01081761
IRS990/LandBldgEquipBasisNetGrp/BOYAmt080044
IRS990/LandBldgEquipBasisNetGrp/EOYAmt079063
IRS990/LandBldgEquipCostOrOtherBssAmt01160824
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0649246
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0BUILDING MEN OF PRINCIPLE FOR A PRINCIPLED LIFE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt027969
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt013206
IRS990/NetAssetsOrFundBalancesBOYAmt05394724
IRS990/NetAssetsOrFundBalancesEOYAmt06021808
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-117619
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt0-117619
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt01879
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt01879
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-192182
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05394724
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06021808
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/TotalAmt0636468
IRS990/OfficeExpensesGrp/TotalAmt0465907
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01016534
IRS990/OtherAssetsTotalGrp/EOYAmt01499409
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0461871
IRS990/OtherExpensesGrp/Desc0BAD DEBTS
IRS990/OtherExpensesGrp/Desc1EDUCATION & PROFESSIONA
IRS990/OtherExpensesGrp/Desc2MEMBERSHIP DUES
IRS990/OtherExpensesGrp/TotalAmt0157883
IRS990/OtherExpensesGrp/TotalAmt1108182
IRS990/OtherExpensesGrp/TotalAmt229867
IRS990/OtherLiabilitiesGrp/BOYAmt02343729
IRS990/OtherLiabilitiesGrp/EOYAmt02104890
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt013600
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IRS990/OtherSalariesAndWagesGrp/TotalAmt01057746
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/TotalAmt0197306
IRS990/PensionPlanContributionsGrp/TotalAmt080711
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0444392
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0385777
IRS990/PrincipalOfficerNm0JEFF RUNDLE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
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IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
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IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc2MEETINGS AND CONFERENCES
IRS990/ProgramServiceRevenueGrp/Desc3HOUSING PROGRAM
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt34584
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04095881
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1702444
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2561260
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt34584
IRS990/ProgSrvcAccomActy2Grp/Desc0CHAPTER OPERATIONS: MAINTAINING AND SUPPORTING QUALITY CHAPTERS ACROSS NORTH AMERICA
IRS990/ProgSrvcAccomActy3Grp/Desc0ANNUAL ORGANIZATIONAL CONVENTION TO DEVELOP THE MEMBERSHIP AND MAINTAIN THE GOVERNING OF THE FRATERNITY.
IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYContributionsGrantsAmt01089709
IRS990/PYGrantsAndSimilarPaidAmt01264410
IRS990/PYInvestmentIncomeAmt0188745
IRS990/PYOtherExpensesAmt04499408
IRS990/PYOtherRevenueAmt0216018
IRS990/PYProgramServiceRevenueAmt05363545
IRS990/PYRevenuesLessExpensesAmt0-900204
IRS990/PYSalariesCompEmpBnftPaidAmt01994403
IRS990/PYTotalExpensesAmt07758221
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06858017
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0819266
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RelatedOrganizationsAmt0907158
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0282688
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt0282688
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01038811
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01065451
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/BoardDesignatedBalanceEOYPct00.33890
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0641516
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0641516
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt018792486
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0133948
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt017551390
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-563689
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0811355
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt019733656
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0195207
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt018792486
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-293693
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0842684
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt018589113
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0485329
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt019733656
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01551444
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0892230
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt016714414
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0778754
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt018589113
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01845219

Document Assets

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Filings

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