Civic Intelligence

Beta Theta Pi Foundation

990 • Fiscal year 2014 • EIN 80-0296934

Jun 01, 2013 to May 31, 2014 • Filed on Oct 10, 2014

Organization ProfileWWW.BETATHETAPI.ORG/FOUNDATION.HTML
5134 Bonham Road45056

(513) 523-7591

Siviq Scores

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

Liabilities / Assets

19th percentile

0.03x

Higher debt load relative to assets than 19% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

34th percentile

0.13x

Higher debt load relative to revenue than 34% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

48th percentile

$164,025

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

71st percentile

10%

Faster asset growth than 71% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$24,177,837

Up $2,243,938 (+10%) from 2013

Net Assets

Up

$23,549,584

Up $2,453,284 (+12%) from 2013

Liabilities

Down

$628,253

Down $209,346 (-25%) from 2013

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin85th percentile

Revenue

$4,787,426

No earlier filing loaded for comparison.

Expenses

Down

$3,233,167

Down $364,235 (-10%) from 2013

Net Income

$1,554,259

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2014

Assets$24,177,837
Liabilities$628,253
Net Assets$23,549,584
Open 2014 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

2014

Revenue$4,787,426
Expenses$3,233,167
Net Income$1,554,259
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Oct 10, 2014
Return Version
2013v3.0
Gross Receipts
$4,792,024
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$13,825,826$15,676,400▲ $1,850,574
Savings and Temporary Cash Investments$2,351,130$3,057,270▲ $706,140
Land, Buildings, and Equipment, Net$2,089,900$2,551,917▲ $462,017
Pledges and Grants Receivable$3,128,032$2,509,760▼ $618,272
Investments Program Related$530,240$376,586▼ $153,654
Inventories for Sale or Use$7,058$5,147▼ $1,911
Prepaid Expenses and Deferred Charges$1,693$737▼ $956
Cash and Non-Interest-Bearing Accounts$20$20→ $0
Total Assets$21,933,899$24,177,837▲ $2,243,938
Liabilities
Accounts Payable and Accrued Expenses$837,599$628,253▼ $209,346
Total Liabilities$837,599$628,253▼ $209,346
Net Assets / Fund Balance
Temporarily Rstr Net Assets$7,610,552$8,864,097▲ $1,253,545
Permanently Rstr Net Assets$8,036,491$8,360,026▲ $323,535
Unrestricted Net Assets$5,449,257$6,325,461▲ $876,204
Total Net Assets Fund Balance$21,096,300$23,549,584▲ $2,453,284
Total Liabilities and Net Assets / Fund Balance$21,933,899$24,177,837▲ $2,243,938

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,182,983$1,209,527$3,392,510
Equipment$84,116$714,765$798,881
Other Land Buildings$176,885$414,871$591,756
Land$107,933-$107,933

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$12,366,251$620,995▲ $1,437,615$581,307$13,843,554
2012$11,011,813$628,148▲ $1,339,072$612,782$12,366,251
2011$12,221,490$264,053▼ $885,124$588,606$11,011,813
2010$8,788,585$1,847,650▲ $2,005,497$420,242$12,221,490
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cobb L MartinDirector of AdvancementPT$53,381$91,519$144,900
Brant JonathanFoundation DirectorFT$122,895$12,585$135,480
Horras JudsonExecutive DirectorPT$29,803$2,171$31,974

Board Members and Trustees

NameTitle
Kay S WayneChairman
Barnhart Peter W CDirector
Beall Robert SDirector
Becker StephenDirector
Braden EthanDirector
Healy Robert NDirector
Hillhouse John MDirector
Lieberman JeffreyDirector
Lowrey William JrDirector
Mccormick CharlesDirector
Mikolay Vincent EDirector
Mutz John MDirector
Paynter MatthewDirector
Romero J William JrDirector
Schaupp RobertDirector
Mergler H KentSecretary
Stebbins John HTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,872,864
Program Service Revenue
$0
Investment Income
$628,123
Other Revenue
$286,439
All Other Contributions
$3,736,270
Change in Net Assets
$1,554,259

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded19$470,035Average
Total Noncash Contributions19$470,035-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,787,426
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$903,623
Total Revenue per Audited Statements
$5,691,049
Total Revenue per Form 990
$4,787,426
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,639,633
Salaries, Compensation, and Employee Benefits$811,972
Other Expenses$634,554
Total Fundraising Expense$289,089
Professional Fundraising Fees$147,008

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,370,297--$1,370,297
Other Salaries and Wages$497,894$55,322-$553,216
Grants to Domestic Individuals$269,336--$269,336
Current Officers, Directors, Trustees, and Key Employees$198,920$22,102-$221,022
Other Expenses$50,005$5,182$110,555$165,742
Depreciation Depletion$142,621$15,847-$158,468
Fees for Services Professional Fundraising--$147,008$147,008
Travel$54,278$6,031-$60,309
Conferences and Meetings$48,672$5,408-$54,080
Advertising$47,160$5,240-$52,400
Office Expenses$17,797$1,525$31,526$50,848
Fees for Service Investment Mgmnt Fees-$47,035-$47,035
Other Employee Benefits$32,760$3,640-$36,400
Fees for Services Legal-$16,286-$16,286
Occupancy$12,911$1,435-$14,346
Information Technology$7,595$844-$8,439
Fees for Services Other$6,298--$6,298
Payroll Taxes$1,201$133-$1,334
Payments to Affiliates-$303-$303
Total Functional Expenses$2,757,745$186,333$289,089$3,233,167

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,237,765
Expenses per Audited Statements$3,233,167
Total Expenses per Form 990$3,233,167
Expenses Not Reported on Form 990$4,598
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
31-0531047-501(c)(7)Leadership Development Programming$844,524
87-0480162-501(c)(7)Designated Educational Area Grant$222,788
23-7122803-501(c)(7)Designated Educational Area Grant$170,100
31-0215990-501(c)(7)Designated Educational Area Grant$40,734
23-7366820-501(c)(7)Designated Educational Area Grant$30,000
93-6027839-501(c)(7)Designated Educational Area Grant$18,670
45-5084350-501(c)(3)Designated Educational Area Grant$14,180
84-1162529-501(c)(7)Designated Educational Area Grant$13,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$147,008
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The foundation 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

“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 reviewed and approved the compensation for its executives in 2011 and it is reviewed annually. The board members reviewing the executive compensation were not related to any of the board or directors by family or business connection. Final approval is documented in the board of director minutes. The board also reviews other organization's 990s to determine compensation for the adminitrative secretary.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are provided upon request.”

Filing and Contact Details

Filer

EIN
80-0296934
Phone
5135237591

Signing Officer

Name
Judson Horras
Title
Executive Secretary
Phone
5135237591
Signed
2014-10-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Judson Horras
Formed
2010
Legal Domicile
Oh
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
32

Preparer

Preparer
Stephen a Sheridan
Phone
6148852583
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Fin 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 various federal and state taxing authorities. Management has analyzed the tax positions taken by the foundation, and has concluded that as of may 31, 2013 and 2012, 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.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 4,598.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 4,598.”

Raw XML AppendixShowing 400 of 751 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0837599
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0628253
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt05240
IRS990/AdvertisingGrp/ProgramServicesAmt047160
IRS990/AdvertisingGrp/TotalAmt052400
IRS990/AllOtherContributionsAmt03736270
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0JUDSON HORRAS
IRS990/BooksInCareOfDetail/PhoneNum05135237591
IRS990/BooksInCareOfDetail/USAddress/AddressLine105134 BONHAM ROAD
IRS990/BooksInCareOfDetail/USAddress/City0OXFORD
IRS990/BooksInCareOfDetail/USAddress/State0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCode045056
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt020
IRS990/CashNonInterestBearingGrp/EOYAmt020
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt022102
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0198920
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0221022
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt05408
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt048672
IRS990/ConferencesMeetingsGrp/TotalAmt054080
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt04598
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03872864
IRS990/CYGrantsAndSimilarPaidAmt01639633
IRS990/CYInvestmentIncomeAmt0628123
IRS990/CYOtherExpensesAmt0634554
IRS990/CYOtherRevenueAmt0286439
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01554259
IRS990/CYSalariesCompEmpBnftPaidAmt0811972
IRS990/CYTotalExpensesAmt03233167
IRS990/CYTotalFundraisingExpenseAmt0289089
IRS990/CYTotalProfFndrsngExpnsAmt0147008
IRS990/CYTotalRevenueAmt04787426
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt015847
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0142621
IRS990/DepreciationDepletionGrp/TotalAmt0158468
IRS990/Desc0CONTRIBUTIONS RECEIVED AND ENDOWMENT DRAWS ARE USED TO AWARD EDUCATIONAL GRANTS TO ORGANIZATIONS THAT PROVIDE SCHOLARSHIPS AVAILABLE TO APPROXIMATELY 8,000 COLLEGIATE STUDENTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01978436
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt016286
IRS990/FeesForServicesLegalGrp/TotalAmt016286
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt06298
IRS990/FeesForServicesOtherGrp/TotalAmt06298
IRS990/FeesForServicesProfFundraising/FundraisingAmt0147008
IRS990/FeesForServicesProfFundraising/TotalAmt0147008
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt047035
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt047035
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt126.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt228.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1736.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1814.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1912.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt176344
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt188788
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt196175
IRS990/Form990PartVIISectionAGrp/PersonNm0STEBBINS JOHN H
IRS990/Form990PartVIISectionAGrp/PersonNm1LOWREY WILLIAM JR
IRS990/Form990PartVIISectionAGrp/PersonNm2KAY S WAYNE
IRS990/Form990PartVIISectionAGrp/PersonNm3MERGLER H KENT
IRS990/Form990PartVIISectionAGrp/PersonNm4ROMERO J WILLIAM JR
IRS990/Form990PartVIISectionAGrp/PersonNm5BARNHART PETER W C
IRS990/Form990PartVIISectionAGrp/PersonNm6BEALL ROBERT S
IRS990/Form990PartVIISectionAGrp/PersonNm7HEALY ROBERT N
IRS990/Form990PartVIISectionAGrp/PersonNm8HILLHOUSE JOHN M
IRS990/Form990PartVIISectionAGrp/PersonNm9MIKOLAY VINCENT E
IRS990/Form990PartVIISectionAGrp/PersonNm10MUTZ JOHN M
IRS990/Form990PartVIISectionAGrp/PersonNm11BRADEN ETHAN
IRS990/Form990PartVIISectionAGrp/PersonNm12BECKER STEPHEN
IRS990/Form990PartVIISectionAGrp/PersonNm13LIEBERMAN JEFFREY
IRS990/Form990PartVIISectionAGrp/PersonNm14PAYNTER MATTHEW
IRS990/Form990PartVIISectionAGrp/PersonNm15MCCORMICK CHARLES
IRS990/Form990PartVIISectionAGrp/PersonNm16SCHAUPP ROBERT
IRS990/Form990PartVIISectionAGrp/PersonNm17BRANT JONATHAN
IRS990/Form990PartVIISectionAGrp/PersonNm18COBB L MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm19HORRAS JUDSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17135069
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1853381
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1931829
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1715406
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1882731
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt19126021
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17FOUNDATION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR OF ADVANCEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt19EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0171246
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantAmt0860324
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0269336
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0269336
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01370297
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01370297
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0171246
IRS990/GrossReceiptsAmt04792024
IRS990/GrossRentsGrp/RealAmt0290342
IRS990/GrossSalesOfInventoryAmt0695
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0844
IRS990/InformationTechnologyGrp/ProgramServicesAmt07595
IRS990/InformationTechnologyGrp/TotalAmt08439
IRS990/InventoriesForSaleOrUseGrp/BOYAmt07058
IRS990/InventoriesForSaleOrUseGrp/EOYAmt05147
IRS990/InvestmentIncomeGrp/ExclusionAmt0456877
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0456877
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0530240
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0376586
IRS990/InvestmentsPubTradedSecGrp/BOYAmt013825826
IRS990/InvestmentsPubTradedSecGrp/EOYAmt015676400
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02339163
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02089900
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02551917
IRS990/LandBldgEquipCostOrOtherBssAmt04891080
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0136594
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt021096300
IRS990/NetAssetsOrFundBalancesEOYAmt023549584
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0171246
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0171246
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-3903
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-3903
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0290342
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0290342
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0899025
IRS990/NoncashContributionsAmt0470035
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01435
IRS990/OccupancyGrp/ProgramServicesAmt012911
IRS990/OccupancyGrp/TotalAmt014346
IRS990/OfficeExpensesGrp/FundraisingAmt031526
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01525
IRS990/OfficeExpensesGrp/ProgramServicesAmt017797
IRS990/OfficeExpensesGrp/TotalAmt050848
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03640
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt032760
IRS990/OtherEmployeeBenefitsGrp/TotalAmt036400
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt0110555
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05182
IRS990/OtherExpensesGrp/ProgramServicesAmt050005
IRS990/OtherExpensesGrp/TotalAmt0165742
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt055322
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0497894
IRS990/OtherSalariesAndWagesGrp/TotalAmt0553216
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt0303
IRS990/PaymentsToAffiliatesGrp/TotalAmt0303
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0133
IRS990/PayrollTaxesGrp/ProgramServicesAmt01201
IRS990/PayrollTaxesGrp/TotalAmt01334
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt08036491
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt08360026
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt03128032
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02509760
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01693
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0737
IRS990/PrincipalOfficerNm0JUDSON HORRAS
IRS990/ProfessionalFundraisingInd01
IRS990/ProgSrvcAccomActy2Grp/Desc0345 TUITION SCHOLARSHIPS WERE AWARDED FOR STUDENTS TO ATTEND A NORTH AMERICAN COLLEGE OR UNVIERSITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0269336
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0269336
IRS990/ProgSrvcAccomActy3Grp/Desc0DEA GRANTS ARE AVAILABLE FROM RESTRICTED CHAPTER FUNDS AND CAN COVER THE COST OF CONSTRUCTION OR RENOVATION OF EDUCATIONAL AREAS IN THE CHAPTER HOUSE SUCH AS THE LIBRARY, STUDY ROOM, COMPUTER ROOM, AS WELL AS EDUCATIONAL FURNISHINGS, INCLUDING COMPUTER EQUIPMENT AND INTERNET ACCESS. OPERATIONAL GRANTS ARE ALSO AVAILABLE FROM RESTRICTED CHAPTER FUNDS IN SUBSEQUENT YEARS TO COVER THE EXPENSES RELATED TO OPERATING THESE EDUCATIONAL AREAS ANNUALLY
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0509973
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0509973
IRS990/ProgSrvcAccomActyOtherGrp/Desc0VARIOUS OTHER PROGRAM SERVICES USED TO CARRY OUT THE PURPOSE OF THE BETA THETA PI FOUNDATION. THAT PURPOSE IS TO ADVANCE THE EDUCATIONAL MISSION AND GOALS OF BETA THETA PI TOWARD THE VISION OF THE FRATERNITY. THE FOUNDATION STRIVES TO OFFER A VARIETY OF OPPORTUNITIES FOR GIFT SUPPORT OF THE FRATERNITY'S EDUCATION ACTIVITIES, TO COMMUNICATE THESE OPPORTUNITIES TO MEMBERS REGULARLY AND TO PROVIDE THE RESOURCES NECESSARY TO PRODUCE AN EFFECTIVE AND EFFICIENT ADVANCEMENT PROGRAM FOR THE MUTUAL BENEFIT OF DONORS AND BETA THETA PI.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04657146
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01909220
IRS990/PYInvestmentIncomeAmt01165461
IRS990/PYOtherExpensesAmt0610074
IRS990/PYOtherRevenueAmt0280546
IRS990/PYProgramServiceRevenueAmt08345
IRS990/PYRevenuesLessExpensesAmt02514096
IRS990/PYSalariesCompEmpBnftPaidAmt0962621
IRS990/PYTotalExpensesAmt03597402
IRS990/PYTotalProfFndrsngExpnsAmt0115487
IRS990/PYTotalRevenueAmt06111498
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01554259
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0290342
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02351130
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03057270
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03874862
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04657146
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04626563
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03981057
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt017139628
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0628123
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0664672
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0378044
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0564004
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02234843
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0286439
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0791768
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0296702
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0286175
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01661084
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.81480
IRS990ScheduleA/PublicSupportTotal170Amt017139628
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03874862
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04657146
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04626563
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03981057
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt017139628

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,177,837
Liabilities
$628,253
Net assets
$23,549,584
Revenue
$4,787,426
Expenses
$3,233,167
Net income
$1,554,259
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