Civic Intelligence

Beta Theta Pi Fraternity (Alpha Gamma Chapter)

990EZ • Fiscal year 2020 • EIN 31-0552243

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 29, 2021

Organization ProfileN/A
105 W McCreight AveSpringfield, OH 45505-1814

(614) 488-4773

Siviq Scores

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

Liabilities / Assets

81st percentile

0.22x

Higher debt load relative to assets than 81% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

67th percentile

0.04x

Higher debt load relative to revenue than 67% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Net Margin

62nd percentile

9.0%

Higher net margin than 62% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets81st percentile

Assets

$9,233

No earlier filing loaded for comparison.

Net Assets

$7,233

No earlier filing loaded for comparison.

Liabilities

$2,000

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin62nd percentile

Revenue

$44,851

No earlier filing loaded for comparison.

Expenses

$40,793

No earlier filing loaded for comparison.

Net Income

$4,058

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15K$10K$5.0K$0Assets 2020: $9,233Liabilities 2020: $2,000Net Assets 2020: $7,2332020Assets 2021: $13,062Liabilities 2021: $0Net Assets 2021: $13,0622021Assets 2022: $10,308Liabilities 2022: $0Net Assets 2022: $10,3082022Assets 2023: $10,861Net Assets 2023: $10,8612023Assets 2024: $6,856Net Assets 2024: $6,8562024

Highlighted filing

2020

Assets$9,233
Liabilities$2,000
Net Assets$7,233
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2020: $44,851Expenses 2020: $40,793Net Income 2020: $4,0582020Revenue 2021: $39,080Expenses 2021: $33,251Net Income 2021: $5,8292021Revenue 2022: $29,597Expenses 2022: $32,351Net Income 2022: -$2,7542022Revenue 2023: $17,309Expenses 2023: $16,756Net Income 2023: $5532023Revenue 2024: $15,825Expenses 2024: $19,830Net Income 2024: -$4,0052024

Highlighted filing

2020

Revenue$44,851
Expenses$40,793
Net Income$4,058
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 29, 2021
Return Version
2020v4.1
Gross Receipts
$44,851
Mission and Program Overview

Mission

Local Chapter of a National Fraternity

Program Services

DescriptionGrantsExpenses
The primary function is the operation of the Wittenberg University chapter of Beta Theta Pi fraternity,which has about 30 members. Program Expenses are recruitment, social functions,organization dues and fees and philanthropic projects.-$22,244
The chapter also provides meal service for some of its members, which is provided by a caering service. The chapter is billed by the catering service and rebills itsmembers for its cost. No significant profit or loss is recognized.-$17,830
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Caleb P SeverancePresidentPT$0--
Jacob A DurmisTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Beta Theta Pi Fraternity (Alpha Gamma Chapter)
EIN
31-0552243
Phone
6144884773
Address
105 W McCreight Ave, Springfield, OH 45505-1814

Signing Officer

Name
Jacob A Durmis
Title
Treasurer
Phone
6144884773
Signed
2021-03-29
Discuss with paid preparer
Yes

Preparer

Firm
William Powelson CPA
Address
1250 Chambers Rd Ste 210, Columbus, OH 43212
Preparer
Henry H Sturges
Phone
6144884773
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“-Program Services-Recruitment, Social Functions, Dues and Fees 22244.”

Form 990EZ, Part I, Line 16

“Program Services - Meal Service-billed by a caterer 17830.”

Form 990EZ, Part II, Line 26

“Loan from Chapter's Alumni Association 0. 2000.”

Raw XML Appendix117 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Jacob A Durmis
IRS990EZ/BooksInCareOfDetail/PhoneNum08149642691
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0105 W McCreight Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Springfield
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0455051814
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03175
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09233
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04058
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03175
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09233
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt044851
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00315
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt027061
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03175
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07233
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03175
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07233
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Caleb P Severance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jacob A Durmis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt040074
IRS990EZ/PrimaryExemptPurposeTxt0Local Chapter of a National Fraternity
IRS990EZ/PrintingPublicationsPostageAmt0719
IRS990EZ/ProgramServiceRevenueAmt017790
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The primary function is the operation of the Wittenberg University chapter of Beta Theta Pi fraternity,which has about 30 members. Program Expenses are recruitment, social functions,organization dues and fees and philanthropic projects.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The chapter also provides meal service for some of its members, which is provided by a caering service. The chapter is billed by the catering service and rebills itsmembers for its cost. No significant profit or loss is recognized.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022244
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt117830
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040793
IRS990EZ/TotalProgramServiceExpensesAmt040074
IRS990EZ/TotalRevenueAmt044851
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0-Program Services-Recruitment, Social Functions, Dues and Fees 22244.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Program Services - Meal Service-billed by a caterer 17830.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Loan from Chapter's Alumni Association 0. 2000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jacob A Durmis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06144884773
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Beta Theta Pi Fraternity (Alpha Gamma Chapter)
ReturnHeader/Filer/BusinessNameControlTxt0BETA
ReturnHeader/Filer/EIN0310552243
ReturnHeader/Filer/PhoneNum06144884773
ReturnHeader/Filer/USAddress/AddressLine1Txt0105 W McCreight Ave
ReturnHeader/Filer/USAddress/CityNm0Springfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0455051814
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0William Powelson CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01250 Chambers Rd Ste 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Columbus
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043212
ReturnHeader/PreparerPersonGrp/PhoneNum06144884773
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Henry H Sturges
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-03-29T12:07:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jacob
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Durmis
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,233
Liabilities
$2,000
Net assets
$7,233
Revenue
$44,851
Expenses
$40,793
Net income
$4,058
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.86$6.86$15.8$19.8$4.01
2023Detailed filing. Detailed filing data is available for this year.$10.9$10.9$17.3$16.8$0.55
2022Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$29.6$32.4$2.75
2021Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$39.1$33.3$5.83
2020Detailed filing. Detailed filing data is available for this year.$9.23$2.00$7.23$44.9$40.8$4.06