Civic Intelligence

Beta Theta Pi - Gamma Phi Chapter

EIN 73-0582839 • 501(c)7 • Norman, OK

Profile

Provide a wholesome, enriching environment for fraternity men.

1300 Mcgee Dr Ste 101Norman, OK 73072

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.48x

Higher debt load relative to assets than 85% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.10x

Higher debt load relative to revenue than 61% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Source year 2025

Net Margin

16th percentile

-9.6%

Higher net margin than 16% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

5th percentile

-28%

Faster asset growth than 5% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

22nd percentile

-5.4%

Faster revenue growth than 22% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$190,843

Down $74,828 (-28%) from 2024

Liabilities

Up

$91,438

Up $17,574 (+24%) from 2024

Net Assets

Down

$99,405

Down $92,402 (-48%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin16th percentile

Revenue

Down

$958,408

Down $54,366 (-5.4%) from 2024

Expenses

Up

$1,050,810

Up $194,823 (+23%) from 2024

Net Income

Down

-$92,402

Down $249,189 (-159%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth5th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0-$100KAssets 2012: $17,452Liabilities 2012: $20,173Net Assets 2012: -$2,7222012Assets 2013: $134,181Liabilities 2013: $39,206Net Assets 2013: $94,9752013Assets 2014: $228,457Liabilities 2014: $42,014Net Assets 2014: $186,4432014Assets 2015: $226,603Liabilities 2015: $48,931Net Assets 2015: $177,6722015Assets 2016: $379,831Liabilities 2016: $24,293Net Assets 2016: $355,5382016Assets 2017: $363,099Liabilities 2017: $15,058Net Assets 2017: $348,0412017Assets 2018: $250,146Liabilities 2018: $73,258Net Assets 2018: $176,8882018Assets 2019: $249,167Liabilities 2019: $20,404Net Assets 2019: $228,7632019Assets 2020: $370,876Liabilities 2020: $41,280Net Assets 2020: $329,5962020Assets 2021: $336,235Liabilities 2021: $51,408Net Assets 2021: $284,8272021Assets 2022: $380,230Liabilities 2022: $57,119Net Assets 2022: $323,1112022Assets 2023: $74,184Liabilities 2023: $39,164Net Assets 2023: $35,0202023Assets 2024: $265,671Liabilities 2024: $73,864Net Assets 2024: $191,8072024Assets 2025: $190,843Liabilities 2025: $91,438Net Assets 2025: $99,4052025

Highlighted filing

2025

Assets$190,843
Liabilities$91,438
Net Assets$99,405
Open 2025 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2012: $471,853Expenses 2012: $507,410Net Income 2012: -$35,5572012Revenue 2013: $570,000Expenses 2013: $472,154Net Income 2013: $97,8462013Revenue 2014: $612,349Expenses 2014: $520,881Net Income 2014: $91,4682014Revenue 2015: $196,126Expenses 2015: $204,897Net Income 2015: -$8,7712015Revenue 2016: $1,012,065Expenses 2016: $834,199Net Income 2016: $177,8662016Revenue 2017: $855,460Expenses 2017: $862,957Net Income 2017: -$7,4972017Revenue 2018: $727,619Expenses 2018: $898,772Net Income 2018: -$171,1532018Revenue 2019: $721,343Expenses 2019: $669,468Net Income 2019: $51,8752019Revenue 2020: $845,622Expenses 2020: $744,789Net Income 2020: $100,8332020Revenue 2021: $912,561Expenses 2021: $957,330Net Income 2021: -$44,7692021Revenue 2022: $868,193Expenses 2022: $829,909Net Income 2022: $38,2842022Revenue 2023: $778,643Expenses 2023: $1,066,734Net Income 2023: -$288,0912023Revenue 2024: $1,012,774Expenses 2024: $855,987Net Income 2024: $156,7872024Revenue 2025: $958,408Expenses 2025: $1,050,810Net Income 2025: -$92,4022025

Highlighted filing

2025

Revenue$958,408
Expenses$1,050,810
Net Income-$92,402
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$190,843
Liabilities
$91,438
Net assets
$99,405
Revenue
$958,408
Expenses
$1,050,810
Net income
-$92,402
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.19$0.09$0.10$0.96$1.05$0.09
2024Detailed filing. Detailed filing data is available for this year.$0.27$0.07$0.19$1.01$0.86$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.07$0.04$0.04$0.78$1.07$0.29
2022Detailed filing. Detailed filing data is available for this year.$0.38$0.06$0.32$0.87$0.83$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.34$0.05$0.28$0.91$0.96$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.37$0.04$0.33$0.85$0.74$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.25$0.02$0.23$0.72$0.67$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.25$0.07$0.18$0.73$0.90$0.17
2017Detailed filing. Detailed filing data is available for this year.$0.36$0.02$0.35$0.86$0.86$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.38$0.02$0.36$1.01$0.83$0.18
2015Summary only. Only limited summary data is available for this year.$0.23$0.05$0.18$0.20$0.20$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.23$0.04$0.19$0.61$0.52$0.09
2013Summary only. Only limited summary data is available for this year.$0.13$0.04$0.09$0.57$0.47$0.10
2012Summary only. Only limited summary data is available for this year.$0.02$0.02$0.00$0.47$0.51$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Jan 23, 2026
Return Version
2024v5.5
Gross Receipts
$958,408
Mission and Program Overview

Mission

Provide a wholesome, enriching environment for fraternity men.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$265,671$190,843▼ $74,828
Rtn Earn Endowment Incm Other Fnds$191,807$99,405▼ $92,402
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$265,671$190,843▼ $74,828
Liabilities
Accounts Payable and Accrued Expenses$73,864$91,438▲ $17,574
Total Liabilities$73,864$91,438▲ $17,574
Net Assets / Fund Balance
Total Net Assets Fund Balance$191,807$99,405▼ $92,402
Total Liabilities and Net Assets / Fund Balance$265,671$190,843▼ $74,828

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$15,821$15,821
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Cole HebertPresident
Hudson BellVice President
Jack NormanCounselor
Robert BeallFinancial Advisor
Steve SinosFinancial Advisor
Tristin CatheySecretary
Luke WalkerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$9,576
Other Revenue
$948,832
Change in Net Assets
$-92,402
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,050,810
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses-$166,260-$166,260
Fees for Services Accounting-$4,550-$4,550
Total Functional Expenses$0$1,050,810$0$1,050,810
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
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
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”

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

“No review was or will be conducted”

Form 990, Part VI, Section B, Line 15

“Annual review of all employees conducted by executive committee”

Form 990, Part VI, Section C, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Beta Theta Pi - Gamma Phi Chapter
EIN
73-0582839
Phone
4053217575
Address
1300 MCGEE DR STE 101, NORMAN, OK 73072

Signing Officer

Name
Robert Beall
Title
Financial Advisor
Phone
4053217575
Signed
2026-01-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Beall
Formed
1958
Legal Domicile
Ok
Voting Board Members
210
Independent Board Members
210
Employees
0
Volunteers
0

Preparer

Firm
R Mark Geurkink CPA Plc
Address
1300 MCGEE DR STE 101, NORMAN, OK 73072
Preparer
R Mark Geurkink
Phone
4053217575
Raw XML Appendix292 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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ReturnHeader/BusinessOfficerGrp/PhoneNum04053217575
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BETA THETA PI - GAMMA PHI CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0BETA
ReturnHeader/Filer/EIN0730582839
ReturnHeader/Filer/PhoneNum04053217575
ReturnHeader/Filer/USAddress/AddressLine1Txt01300 MCGEE DR STE 101
ReturnHeader/Filer/USAddress/CityNm0NORMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073072
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731535208
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0R MARK GEURKINK CPA PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01300 MCGEE DR STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073072
ReturnHeader/PreparerPersonGrp/PhoneNum04053217575
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R MARK GEURKINK
ReturnHeader/ReturnTs02026-01-23T12:49:19-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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