Civic Intelligence

Beta Theta Pi Fraternity

990 • Fiscal year 2017 • EIN 43-6052199

Jul 01, 2016 to Jun 30, 2017 • Filed on May 09, 2018

520 S College AveColumbia, MO 65201-8310

(573) 864-2973

Siviq Scores

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

Liabilities / Assets

84th percentile

0.71x

Higher debt load relative to assets than 84% of similar nonprofits.

2017 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

28th percentile

0.09x

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

2017 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2017

Net Margin

45th percentile

2.2%

Higher net margin than 45% of similar nonprofits.

2017 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

74th percentile

$4,500

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2017 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2017

Asset Growth

94th percentile

30%

Faster asset growth than 94% of similar nonprofits.

2017 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

60th percentile

4.3%

Faster revenue growth than 60% of similar nonprofits.

2017 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$188,592

Up $43,664 (+30%) from 2016

Net Assets

Up

$55,417

Up $31,123 (+128%) from 2016

Liabilities

Up

$133,175

Up $12,541 (+10%) from 2016

Revenue

Up

$1,444,949

Up $59,300 (+4.3%) from 2016

Expenses

Up

$1,413,826

Up $17,594 (+1.3%) from 2016

Net Income

Up

$31,123

Up $41,706 (+394%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0-$100KAssets 2011: $154,569Liabilities 2011: $5,178Net Assets 2011: $149,3912011Assets 2012: $36,404Liabilities 2012: $94,152Net Assets 2012: -$57,7482012Assets 2013: $71,644Liabilities 2013: $38,992Net Assets 2013: $32,6522013Assets 2014: $167,026Liabilities 2014: $135,003Net Assets 2014: $32,0232014Assets 2015: $123,415Liabilities 2015: $88,538Net Assets 2015: $34,8772015Assets 2016: $144,928Liabilities 2016: $120,634Net Assets 2016: $24,2942016Assets 2017: $188,592Liabilities 2017: $133,175Net Assets 2017: $55,4172017Assets 2018: $214,748Liabilities 2018: $151,658Net Assets 2018: $63,0902018Assets 2019: $234,346Liabilities 2019: $173,949Net Assets 2019: $60,3972019Assets 2020: $267,096Liabilities 2020: $180,347Net Assets 2020: $86,7492020Assets 2021: $141,014Liabilities 2021: $185,654Net Assets 2021: -$44,6402021Assets 2022: $104,874Liabilities 2022: $158,885Net Assets 2022: -$54,0112022Assets 2023: $148,285Liabilities 2023: $151,935Net Assets 2023: -$3,6502023Assets 2024: $113,635Liabilities 2024: $174,935Net Assets 2024: -$61,3002024

Highlighted filing

2017

Assets$188,592
Liabilities$133,175
Net Assets$55,417

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $992,648Expenses 2011: $978,977Net Income 2011: $13,6712011Revenue 2012: $547,735Expenses 2012: $754,874Net Income 2012: -$207,1392012Revenue 2013: $1,369,946Expenses 2013: $1,372,415Net Income 2013: -$2,4692013Revenue 2014: $1,348,333Expenses 2014: $1,338,956Net Income 2014: $9,3772014Revenue 2015: $1,399,009Expenses 2015: $1,396,124Net Income 2015: $2,8852015Revenue 2016: $1,385,649Expenses 2016: $1,396,232Net Income 2016: -$10,5832016Revenue 2017: $1,444,949Expenses 2017: $1,413,826Net Income 2017: $31,1232017Revenue 2018: $1,491,702Expenses 2018: $1,483,852Net Income 2018: $7,8502018Revenue 2019: $1,499,970Expenses 2019: $1,503,063Net Income 2019: -$3,0932019Revenue 2020: $1,512,101Expenses 2020: $1,485,750Net Income 2020: $26,3512020Revenue 2021: $1,239,104Expenses 2021: $1,370,512Net Income 2021: -$131,4082021Revenue 2022: $1,401,653Expenses 2022: $1,411,024Net Income 2022: -$9,3712022Revenue 2023: $1,441,935Expenses 2023: $1,391,574Net Income 2023: $50,3612023Revenue 2024: $1,526,011Expenses 2024: $1,583,661Net Income 2024: -$57,6502024

Highlighted filing

2017

Revenue$1,444,949
Expenses$1,413,826
Net Income$31,123
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 9, 2018
Return Version
2016v3.0
Gross Receipts
$1,444,949
Mission and Program Overview

Mission

Operation of the social fraternity house for the benefit of beta theta pi fraternity members at the university of missouri-columbia.

Collegiate social fraternity

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$45,557$59,874▲ $14,317
Rtn Earn Endowment Incm Other Fnds$24,294$55,417▲ $31,123
Cash and Non-Interest-Bearing Accounts$36,892$40,320▲ $3,428
Other Notes and Loans Receivable, Net$41,208$39,287▼ $1,921
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$144,928$188,592▲ $43,664
Other Assets Total$21,271$49,111▲ $27,840
Liabilities
Accounts Payable and Accrued Expenses$98,513$111,054▲ $12,541
Deferred Revenue$22,121$22,121→ $0
Total Liabilities$120,634$133,175▲ $12,541
Net Assets / Fund Balance
Total Net Assets Fund Balance$24,294$55,417▲ $31,123
Total Liabilities and Net Assets / Fund Balance$144,928$188,592▲ $43,664

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$41,668--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Dominic PolizziRush Compensation-$4,500$4,500
Chase WisnienskiPresidentPT$2,500$2,500
Jacob YoungPledge Educator-$2,500$2,500
Joey GambleHouse Manager-$1,750$1,750
Logan CoburnVice President-$1,750$1,750
Jack BrauerScholarship Chairman-$1,000$1,000
Greg VaughnIm Chairman-$1,000$1,000
Cole ConnersKc Rush Chairman-$500$500
Jay TravisStl Rush Chairman-$500$500
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,444,679
Investment Income
$270
Other Revenue
$0
Change in Net Assets
$31,123
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,208,189
Salaries, Compensation, and Employee Benefits$205,637
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$888,701
Other Salaries and Wages---$168,999
Insurance---$26,797
Payroll Taxes---$20,638
Current Officers, Directors, Trustees, and Key Employees---$16,000
Fees for Services Other---$10,952
Other Expenses---$10,116
All Other Expenses---$9,452
Conferences and Meetings---$6,062
Office Expenses---$2,684
Fees for Services Accounting---$1,713
Information Technology---$1,161
Total Functional Expenses$0$0$0$1,413,826
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization has members that are invited to join the fraternity and elected by the full membership of the chapter.

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

The members of the chapter elect a slate of officers each year, however, all members are entitled to vote and approve actions of the officers.

Form 990, Part VI, Section A, Line 8B

There are no committees of the membership that have authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11B

The form 990 return is prepared by the management office and reviewed and approved by the chapter officers. The return is prepared from the detailed financial statements that are provided to the officers.

Form 990, Part VI, Section C, Line 18

990 returns and governing documents are provided to the public upon request.

Form 990, Part VI, Section C, Line 19

All governing documents, financial statements and 990 returns are provided to members upon request. The 990 returns are also provided to the public upon request.

Filing and Contact Details

Filer

Filer Name
Beta Theta Pi Fraternity
EIN
43-6052199
Phone
5738642973
Address
520 S COLLEGE AVE, COLUMBIA, MO 65201-8310

Signing Officer

Name
Jack Schimpf
Title
President
Phone
5738642973
Signed
2018-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jack Schimpf
Formed
1904
Legal Domicile
Mo
Voting Board Members
149
Independent Board Members
149
Employees
5
Volunteers
0

Preparer

Firm
Kenneth G Geel CPA
Address
PO BOX 7087, COLUMBIA, MO 65205-7087
Preparer
Kenneth Geel
Phone
5734458611
Raw XML Appendix331 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2HOUSE MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt3PLEDGE EDUCATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SCHOLARSHIP CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5RUSH COMPENSATION
IRS990/Form990PartVIISectionAGrp/TitleTxt6KC RUSH CHAIRMAN
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IRS990/MissionDesc0OPERATION OF THE SOCIAL FRATERNITY HOUSE FOR THE BENEFIT OF BETA THETA PI FRATERNITY MEMBERS AT THE UNIVERSITY OF MISSOURI-COLUMBIA.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS THAT ARE INVITED TO JOIN THE FRATERNITY AND ELECTED BY THE FULL MEMBERSHIP OF THE CHAPTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS OF THE CHAPTER ELECT A SLATE OF OFFICERS EACH YEAR, HOWEVER, ALL MEMBERS ARE ENTITLED TO VOTE AND APPROVE ACTIONS OF THE OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO COMMITTEES OF THE MEMBERSHIP THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 RETURN IS PREPARED BY THE MANAGEMENT OFFICE AND REVIEWED AND APPROVED BY THE CHAPTER OFFICERS. THE RETURN IS PREPARED FROM THE DETAILED FINANCIAL STATEMENTS THAT ARE PROVIDED TO THE OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4990 RETURNS AND GOVERNING DOCUMENTS ARE PROVIDED TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND 990 RETURNS ARE PROVIDED TO MEMBERS UPON REQUEST. THE 990 RETURNS ARE ALSO PROVIDED TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0144928
IRS990/TotalAssetsEOYAmt0188592
IRS990/TotalAssetsGrp/BOYAmt0144928
IRS990/TotalAssetsGrp/EOYAmt0188592
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/TotalAmt01413826
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0120634
IRS990/TotalLiabilitiesEOYAmt0133175
IRS990/TotalLiabilitiesGrp/BOYAmt0120634
IRS990/TotalLiabilitiesGrp/EOYAmt0133175
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt024294
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt055417
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01413826
IRS990/TotalProgramServiceRevenueAmt01444679
IRS990/TotalReportableCompFromOrgAmt016000
IRS990/TotalRevenueGrp/ExclusionAmt0270
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01444679
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01444949
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0144928
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0188592
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0COLUMBIA
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd0652018310
IRS990/VotingMembersGoverningBodyCnt0149
IRS990/VotingMembersIndependentCnt0149
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JACK SCHIMPF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05738642973
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BETA THETA PI FRATERNITY
ReturnHeader/Filer/BusinessNameControlTxt0BETA
ReturnHeader/Filer/EIN0436052199
ReturnHeader/Filer/PhoneNum05738642973
ReturnHeader/Filer/USAddress/AddressLine1Txt0520 S COLLEGE AVE
ReturnHeader/Filer/USAddress/CityNm0COLUMBIA
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ReturnHeader/Filer/USAddress/ZIPCd0652018310
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId096CFF713CA12FD3AD62DDAC2B5B1789A78174356
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId096CFF713CA12FD3AD62DDAC2B5B1789A78174356
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.157.39.183
ReturnHeader/FilingSecurityInformation/IPDt02018-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:44:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431122552
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KENNETH G GEEL CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 7087
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0652057087
ReturnHeader/PreparerPersonGrp/PhoneNum05734458611
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH GEEL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-10T15:20:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.11$0.17$0.06$1.53$1.58$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.15$0.15$0.00$1.44$1.39$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.10$0.16$0.05$1.40$1.41$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.14$0.19$0.04$1.24$1.37$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.27$0.18$0.09$1.51$1.49$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.23$0.17$0.06$1.50$1.50$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.21$0.15$0.06$1.49$1.48$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.19$0.13$0.06$1.44$1.41$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.14$0.12$0.02$1.39$1.40$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.12$0.09$0.03$1.40$1.40$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.17$0.14$0.03$1.35$1.34$0.01
2013Summary only. Only limited summary data is available for this year.$0.07$0.04$0.03$1.37$1.37$0.00
2012Summary only. Only limited summary data is available for this year.$0.04$0.09$0.06$0.55$0.75$0.21
2011Summary only. Only limited summary data is available for this year.$0.15$0.01$0.15$0.99$0.98$0.01