Civic Intelligence

Beta Theta Pi Foundation

990 • Fiscal year 2012 • EIN 80-0296934

Jun 01, 2011 to May 31, 2012 • Filed on Apr 03, 2013

Organization ProfileWWW.BETA.ORG/FOUNDATION
5134 Bonham Road45056
Siviq Scores

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

Liabilities / Assets

23rd percentile

0.05x

Higher debt load relative to assets than 23% of similar nonprofits.

2012 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

66th percentile

6.4%

Faster asset growth than 66% of similar nonprofits.

2012 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$18,526,317

Up $1,119,946 (+6.4%) from 2011

Net Assets

Up

$17,602,139

Up $934,964 (+5.6%) from 2011

Liabilities

Up

$924,178

Up $184,982 (+25%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$3,069,718

Down $222,480 (-6.8%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$40M$30M$20M$10M$0Assets 2011: $17,406,371Liabilities 2011: $739,196Net Assets 2011: $16,667,1752011Assets 2012: $18,526,317Liabilities 2012: $924,178Net Assets 2012: $17,602,1392012Assets 2013: $21,933,899Liabilities 2013: $837,599Net Assets 2013: $21,096,3002013Assets 2014: $24,177,837Liabilities 2014: $628,253Net Assets 2014: $23,549,5842014Assets 2015: $25,366,318Liabilities 2015: $637,551Net Assets 2015: $24,728,7672015Assets 2016: $27,238,236Liabilities 2016: $918,732Net Assets 2016: $26,319,5042016Assets 2017: $29,366,248Liabilities 2017: $641,665Net Assets 2017: $28,724,5832017Assets 2018: $31,007,771Liabilities 2018: $705,637Net Assets 2018: $30,302,1342018Assets 2019: $28,295,867Liabilities 2019: $639,399Net Assets 2019: $27,656,4682019Assets 2020: $27,267,482Liabilities 2020: $749,618Net Assets 2020: $26,517,8642020Assets 2021: $34,060,012Liabilities 2021: $650,397Net Assets 2021: $33,409,6152021Assets 2022: $33,085,697Liabilities 2022: $841,725Net Assets 2022: $32,243,9722022Assets 2023: $33,457,442Liabilities 2023: $880,681Net Assets 2023: $32,576,7612023Assets 2024: $35,744,331Liabilities 2024: $1,061,939Net Assets 2024: $34,682,3922024

Highlighted filing

2012

Assets$18,526,317
Liabilities$924,178
Net Assets$17,602,139
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MExpenses 2011: $3,292,1982011Expenses 2012: $3,069,7182012Expenses 2013: $3,597,4022013Revenue 2014: $4,787,426Expenses 2014: $3,233,167Net Income 2014: $1,554,2592014Revenue 2015: $7,022,000Expenses 2015: $5,786,228Net Income 2015: $1,235,7722015Revenue 2016: $7,946,470Expenses 2016: $5,043,968Net Income 2016: $2,902,5022016Revenue 2017: $6,473,143Expenses 2017: $5,040,374Net Income 2017: $1,432,7692017Revenue 2018: $7,813,903Expenses 2018: $5,931,332Net Income 2018: $1,882,5712018Revenue 2019: $4,953,267Expenses 2019: $6,387,143Net Income 2019: -$1,433,8762019Revenue 2020: $4,237,409Expenses 2020: $4,365,411Net Income 2020: -$128,0022020Revenue 2021: $5,014,796Expenses 2021: $4,299,210Net Income 2021: $715,5862021Revenue 2022: $6,703,723Expenses 2022: $4,934,892Net Income 2022: $1,768,8312022Revenue 2023: $7,425,223Expenses 2023: $5,976,117Net Income 2023: $1,449,1062023Revenue 2024: $7,229,366Expenses 2024: $7,289,321Net Income 2024: -$59,9552024

Highlighted filing

2012

Revenue-
Expenses$3,069,718
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2011 to May 31, 2012
Signed
Apr 3, 2013
Return Version
2011v1.5
Gross Receipts
$5,302,764
Mission and Program Overview

Mission

The principal purpose of the organization, hereinafter referred to as the foundation, shall be to foster the charitable, scientific, literary and educational purposes of beta theta pi.

Major Activities

Activity 2
Tuition scholarships were awarded for students to attend a north american college or unviersity.
Activity 3
Designated educational area grants are awarded to properties with areas designated for educational purposes.
Filing and Contact Details

Filer

EIN
80-0296934
Raw XML AppendixShowing 400 of 696 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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IRS990ScheduleD/CurrentYearMinus1Year/InvestmentEarningsOrLosses02005497
IRS990ScheduleD/CurrentYearMinus1Year/OtherExpenditures0420242
IRS990ScheduleD/CurrentYear/OtherExpenditures0588606
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs00
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs00
IRS990ScheduleD/Equipment/BookValue043257
IRS990ScheduleD/Equipment/Depreciation0691235
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis0734492
IRS990ScheduleD/ExcessOrDeficitForYear02186674
IRS990ScheduleD/ExcessOrDeficitPerFS0934964
IRS990ScheduleD/ExpensesNotRptdF990018328
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00
IRS990ScheduleD/ExpensesSubtotal03069718
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0COST OF GOODS SOLD -18,328. COST OF GOODS SOLD 18,328.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1FIN 48 (ASC 740) ACCOUNTING PRINCIPLES GENERALL ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VAIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF MAY 31, 2012 AND 2011, 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/Form990ScheduleDPartXIV/Identifier0PART XI, LINE 8 - OTHER ADJUSTMENTS:
IRS990ScheduleD/InvestmentsProgramRelated/BookValue0294686
IRS990ScheduleD/InvestmentsProgramRelated/BookValue110322258
IRS990ScheduleD/InvestmentsProgramRelated/BookValue2760545
IRS990ScheduleD/InvestmentsProgramRelated/Description0ANNUITIES - PNC BANK
IRS990ScheduleD/InvestmentsProgramRelated/Description1MARKETABLE SECURITIES
IRS990ScheduleD/InvestmentsProgramRelated/Description2UNREALIZED APPRECIATION
IRS990ScheduleD/InvestmentsProgramRelated/MethodOfValuation0F
IRS990ScheduleD/InvestmentsProgramRelated/MethodOfValuation1F

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$18,526,317
Liabilities
$924,178
Net assets
$17,602,139
Revenue
-
Expenses
$3,069,718
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$35.7$1.06$34.7$7.23$7.29$0.06
2023Detailed filing. Detailed filing data is available for this year.$33.5$0.88$32.6$7.43$5.98$1.45
2022Detailed filing. Detailed filing data is available for this year.$33.1$0.84$32.2$6.70$4.93$1.77
2021Detailed filing. Detailed filing data is available for this year.$34.1$0.65$33.4$5.01$4.30$0.72
2020Detailed filing. Detailed filing data is available for this year.$27.3$0.75$26.5$4.24$4.37$0.13
2019Detailed filing. Detailed filing data is available for this year.$28.3$0.64$27.7$4.95$6.39$1.43
2018Detailed filing. Detailed filing data is available for this year.$31.0$0.71$30.3$7.81$5.93$1.88
2017Detailed filing. Detailed filing data is available for this year.$29.4$0.64$28.7$6.47$5.04$1.43
2016Detailed filing. Detailed filing data is available for this year.$27.2$0.92$26.3$7.95$5.04$2.90
2015Detailed filing. Detailed filing data is available for this year.$25.4$0.64$24.7$7.02$5.79$1.24
2014Detailed filing. Detailed filing data is available for this year.$24.2$0.63$23.5$4.79$3.23$1.55
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.9$0.84$21.1$3.60
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.5$0.92$17.6$3.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.4$0.74$16.7$3.29