Civic Intelligence

Beta Theta Pi Foundation

990 • Fiscal year 2015 • EIN 80-0296934

Jun 01, 2014 to May 31, 2015 • Filed on Oct 14, 2015

5134 Bonham RoadOxford, OH 45056

(513) 523-7591

Siviq Scores

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

Liabilities / Assets

16th percentile

0.03x

Higher debt load relative to assets than 16% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

19th percentile

0.09x

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

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

76th percentile

18%

Higher net margin than 76% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

40th percentile

$209,293

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

64th percentile

4.9%

Faster asset growth than 64% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

90th percentile

47%

Faster revenue growth than 90% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Assets

Up

$25,366,318

Up $1,188,481 (+4.9%) from 2014

Net Assets

Up

$24,728,767

Up $1,179,183 (+5.0%) from 2014

Liabilities

Up

$637,551

Up $9,298 (+1.5%) from 2014

Revenue

Up

$7,022,000

Up $2,234,574 (+47%) from 2014

Expenses

Up

$5,786,228

Up $2,553,061 (+79%) from 2014

Net Income

Down

$1,235,772

Down $318,487 (-20%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$25,366,318
Liabilities$637,551
Net Assets$24,728,767

Operations Trend

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

2015

Revenue$7,022,000
Expenses$5,786,228
Net Income$1,235,772
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Oct 14, 2015
Return Version
2014v5.0
Gross Receipts
$7,022,000
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$15,676,400$17,240,129▲ $1,563,729
Savings and Temporary Cash Investments$3,057,270$3,295,603▲ $238,333
Land, Buildings, and Equipment, Net$2,551,917$2,430,640▼ $121,277
Pledges and Grants Receivable$2,509,760$2,125,087▼ $384,673
Investments Program Related$376,586$272,738▼ $103,848
Inventories for Sale or Use$5,147$2,105▼ $3,042
Prepaid Expenses and Deferred Charges$737$0▼ $737
Cash and Non-Interest-Bearing Accounts$20$16▼ $4
Total Assets$24,177,837$25,366,318▲ $1,188,481
Liabilities
Accounts Payable and Accrued Expenses$628,253$637,551▲ $9,298
Total Liabilities$628,253$637,551▲ $9,298
Net Assets / Fund Balance
Permanently Rstr Net Assets$8,360,026$9,048,738▲ $688,712
Temporarily Rstr Net Assets$8,864,097$8,507,056▼ $357,041
Unrestricted Net Assets$6,325,461$7,172,973▲ $847,512
Total Net Assets Fund Balance$23,549,584$24,728,767▲ $1,179,183
Total Liabilities and Net Assets / Fund Balance$24,177,837$25,366,318▲ $1,188,481

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,253,184$1,741,996$3,995,180
Equipment$69,523$729,358$798,881
Land$107,933-$107,933

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$16,402,056$1,484,269▲ $587,046$600,572$17,872,799
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brant JonathanFoundation DirectorFT$126,346$12,713$139,059
Cobb L MartinDirector of AdvancementPT$42,015$3,853$45,868
Horras JudsonExecutive DirectorPT$14,773$1,188$15,961

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$6,013,932
Program Service Revenue
$0
Investment Income
$707,018
Other Revenue
$301,050
All Other Contributions
$5,863,630
Change in Net Assets
$1,235,772

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 Traded20$1,389,440Average
Total Noncash Contributions20$1,389,440-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,022,000
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-56,589
Total Revenue per Audited Statements
$6,965,411
Total Revenue per Form 990
$7,022,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,233,572
Salaries, Compensation, and Employee Benefits$878,741
Other Expenses$536,027
Total Fundraising Expense$176,919
Professional Fundraising Fees$137,888

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,936,854--$3,936,854
Other Salaries and Wages$624,293$69,366-$693,659
Grants to Domestic Individuals$296,718--$296,718
Depreciation Depletion$144,906$16,101-$161,007
Current Officers, Directors, Trustees, and Key Employees$130,657$14,517-$145,174
Fees for Services Professional Fundraising--$137,888$137,888
Advertising$74,370$8,263-$82,633
Travel$55,893$6,210-$62,103
Fees for Service Investment Mgmnt Fees-$54,244-$54,244
Other Employee Benefits$33,947$3,772-$37,719
Office Expenses$12,915$1,107$22,877$36,899
Conferences and Meetings$33,179$3,687-$36,866
Information Technology$27,046$3,005-$30,051
Occupancy$26,633$2,959-$29,592
Other Expenses$8,332$757$16,154$25,243
Fees for Services Legal-$11,239-$11,239
Fees for Services Other$5,900--$5,900
Payroll Taxes$1,970$219-$2,189
Payments to Affiliates-$250-$250
Total Functional Expenses$5,413,613$195,696$176,919$5,786,228

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,786,228
Total Expenses per Audited Statements$5,786,228
Total Expenses per Form 990$5,786,228
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Beta Theta Pi Corporation of OklahomaOklahoma City, OK501(c)7Designated Educational Area Grant$2,290,000
Beta Theta Pi FraternityOxford, OH501(c)7Leadership Development Programming$1,163,012
Peters Trust Co of Moscow IdMoscow, ID501(c)7Designated Educational Area Grant$247,859
Crucible Building AssocGolden, CO501(c)7Designated Educational Area Grant$64,100
Tau Sigma Alumni AssociationAmes, IA501(c)2Designated Educational Area Grant$45,065
Beta Kappa House CompanyAthens, OH501(c)7Designated Educational Area Grant$34,400
Beta Rho Alumni CorporationEugene, OR501(c)7Designated Educational Area Grant$29,891
Alpha Chapter House CompanyOxford, OH501(c)7Designated Educational Area Grant$26,544
Gamma Beta House Association IncSalt Lake City, UT501(c)7Designated Educational Area Grant$14,773
Florida Beta Student Aid Fund IncGainesville, FL501(c)7Designated Educational Area Grant$8,600
Sewanee Beta Housing CorporationAtlanta, GA501(c)3Designated Educational Area Grant$2,650
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$137,888
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 2015 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

Filer Name
Beta Theta Pi Foundation
EIN
80-0296934
Phone
5135237591
Address
5134 BONHAM ROAD, OXFORD, OH 45056

Signing Officer

Name
Judson Horras
Title
Executive Secretary
Phone
5135237591
Signed
2015-10-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Judson Horras
Formed
2010
Legal Domicile
Oh
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
32

Preparer

Firm
Blue & Co LLC
Address
8800 LYRA DRIVE SUITE 450, COLUMBUS, OH 43240
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, 2015 and 2014, 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.

Schedule D Part V Endowment Funds

Current year beginning balance is different from prior year ending balance due to an audit adjustment. Current year balances reflect the correct amounts.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1742015
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1814773
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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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
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt17144321
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt18140825
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16FOUNDATION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR OF ADVANCEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02010
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IRS990/FSAuditedInd01
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IRS990/GrantsToOrganizationsInd01
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IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
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IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03005
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0673022
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IRS990/LandBldgEquipCostOrOtherBssAmt04901994
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0150302
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/NetAssetsOrFundBalancesBOYAmt023549584
IRS990/NetAssetsOrFundBalancesEOYAmt024728767
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt033996
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt033996
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0294705
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0294705
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-56589
IRS990/NoncashContributionsAmt01389440
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt02959
IRS990/OccupancyGrp/ProgramServicesAmt026633
IRS990/OccupancyGrp/TotalAmt029592
IRS990/OfficeExpensesGrp/FundraisingAmt022877
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01107
IRS990/OfficeExpensesGrp/ProgramServicesAmt012915
IRS990/OfficeExpensesGrp/TotalAmt036899
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03772
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt033947
IRS990/OtherEmployeeBenefitsGrp/TotalAmt037719
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0757
IRS990/OtherExpensesGrp/ProgramServicesAmt08332
IRS990/OtherExpensesGrp/TotalAmt025243
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt069366
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0624293
IRS990/OtherSalariesAndWagesGrp/TotalAmt0693659
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt0250
IRS990/PaymentsToAffiliatesGrp/TotalAmt0250
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0219
IRS990/PayrollTaxesGrp/ProgramServicesAmt01970
IRS990/PayrollTaxesGrp/TotalAmt02189
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt08360026
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt09048738
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02509760
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02125087
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0737
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0JUDSON HORRAS
IRS990/ProfessionalFundraisingInd01
IRS990/ProgSrvcAccomActy2Grp/Desc0349 TUITION SCHOLARSHIPS WERE AWARDED FOR STUDENTS TO ATTEND A NORTH AMERICAN COLLEGE OR UNIVERSITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0296718
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0296718
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
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IRS990/ProgSrvcAccomActy3Grp/GrantAmt02763881
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 GIFTSUPPORT 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/ProgSrvcAccomActyOtherGrp/ExpenseAmt01190002
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt09961
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03872864
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01639633
IRS990/PYInvestmentIncomeAmt0628123
IRS990/PYOtherExpensesAmt0634554
IRS990/PYOtherRevenueAmt0286439
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01554259
IRS990/PYSalariesCompEmpBnftPaidAmt0811972
IRS990/PYTotalExpensesAmt03233167
IRS990/PYTotalProfFndrsngExpnsAmt0147008
IRS990/PYTotalRevenueAmt04787426
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01235772
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0294705
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt06345
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt06345
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03057270
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03295603
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06013932
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03874862
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04657146
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04626563
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03981057
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt023153560
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0679367
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0628123
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0664672
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0378044
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0564004
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02914210
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0288360
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0286439
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0791768
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0296702
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0286175
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01949444
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.82640
IRS990ScheduleA/PublicSupportPY170Pct00.81480
IRS990ScheduleA/PublicSupportTotal170Amt023153560
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06013932
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03874862
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04657146
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04626563
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03981057
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt023153560
IRS990ScheduleA/TotalSupportAmt028017214
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED

Document Assets

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Filings

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