Civic Intelligence

Beta Theta Pi Foundation

990 • Fiscal year 2016 • EIN 80-0296934

Jun 01, 2015 to May 31, 2016 • Filed on Oct 12, 2016

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

19th percentile

0.03x

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

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

24th percentile

0.12x

Higher debt load relative to revenue than 24% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

89th percentile

37%

Higher net margin than 89% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

47th percentile

$232,744

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

69th percentile

7.4%

Faster asset growth than 69% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

75th percentile

13%

Faster revenue growth than 75% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Assets

Up

$27,238,236

Up $1,871,918 (+7.4%) from 2015

Net Assets

Up

$26,319,504

Up $1,590,737 (+6.4%) from 2015

Liabilities

Up

$918,732

Up $281,181 (+44%) from 2015

Revenue

Up

$7,946,470

Up $924,470 (+13%) from 2015

Expenses

Down

$5,043,968

Down $742,260 (-13%) from 2015

Net Income

Up

$2,902,502

Up $1,666,730 (+135%) from 2015

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

2016

Assets$27,238,236
Liabilities$918,732
Net Assets$26,319,504

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

2016

Revenue$7,946,470
Expenses$5,043,968
Net Income$2,902,502
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Oct 12, 2016
Return Version
2015v2.1
Gross Receipts
$7,987,157
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$17,240,129$17,501,051▲ $260,922
Savings and Temporary Cash Investments$3,295,603$3,776,832▲ $481,229
Pledges and Grants Receivable$2,125,087$3,498,953▲ $1,373,866
Land, Buildings, and Equipment, Net$2,430,640$2,461,087▲ $30,447
Investments Program Related$272,738--
Inventories for Sale or Use$2,105$0▼ $2,105
Prepaid Expenses and Deferred Charges-$313-
Cash and Non-Interest-Bearing Accounts$16--
Total Assets$25,366,318$27,238,236▲ $1,871,918
Liabilities
Accounts Payable and Accrued Expenses$385,889$679,440▲ $293,551
Other Liabilities$251,662$239,292▼ $12,370
Total Liabilities$637,551$918,732▲ $281,181
Net Assets / Fund Balance
Permanently Rstr Net Assets$9,048,738$9,352,946▲ $304,208
Temporarily Rstr Net Assets$8,507,056$8,790,104▲ $283,048
Unrestricted Net Assets$7,172,973$8,176,454▲ $1,003,481
Total Net Assets Fund Balance$24,728,767$26,319,504▲ $1,590,737
Total Liabilities and Net Assets / Fund Balance$25,366,318$27,238,236▲ $1,871,918

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,296,717$1,858,079$4,154,796
Equipment$56,437$740,190$796,627
Land$107,933-$107,933

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$15,975,107$1,877,793▼ $497,920$640,566$16,714,414
2014$14,486,558$1,491,431▲ $604,585$607,467$15,975,107
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brant JonathanFoundation DirectorFT$128,502$12,944$141,446
rundle jeffexecutive DIRECTOR beg 1/16--$123,466$123,466
Cobb L Martindirector of advancementPT$17,618$1,989$19,607
Horras Judsonexecutive director ending 1/16PT$15,343$1,501$16,844

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$6,867,125
Program Service Revenue
$0
Investment Income
$782,711
Other Revenue
$296,634
All Other Contributions
$6,702,664
Change in Net Assets
$2,902,502

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 Traded38$623,166Average
Total Noncash Contributions38$623,166-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,948,788
Revenue Not Reported on Financial Statements
$-2,319
Revenue Not Reported on Form 990
$-1,311,765
Other Revenue Adjustments
$-2,319
Total Revenue per Audited Statements
$6,637,023
Total Revenue per Form 990
$7,946,469
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,213,174
Other Expenses$868,846
Salaries, Compensation, and Employee Benefits$797,100
Total Fundraising Expense$286,341
Professional Fundraising Fees$164,848

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,972,880--$2,972,880
Other Salaries and Wages$561,143$62,349-$623,492
Advertising$268,150$29,794-$297,944
Grants to Domestic Individuals$240,294--$240,294
Fees for Services Professional Fundraising--$164,848$164,848
Depreciation Depletion$139,694$15,522-$155,216
Other Expenses$49,920$4,538$94,496$148,954
Current Officers, Directors, Trustees, and Key Employees$118,679$13,187-$131,866
Fees for Service Investment Mgmnt Fees-$67,604-$67,604
Travel$60,497$6,722-$67,219
Conferences and Meetings$51,695$5,744-$57,439
Office Expenses$15,239$1,306$26,997$43,542
Other Employee Benefits$36,016$4,002-$40,018
Fees for Services Legal-$12,073-$12,073
Information Technology$6,833$759-$7,592
Fees for Services Other$5,812--$5,812
Occupancy$2,656$295-$2,951
Fees for Services Accounting-$2,500-$2,500
Payroll Taxes$1,552$172-$1,724
Total Functional Expenses$4,531,060$226,567$286,341$5,043,968

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,046,286
Total Expenses per Audited Statements$5,046,286
Total Expenses per Form 990$5,043,968
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-2,318
Other Expense Adjustments$-2,318
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Beta Theta Pi Corporation of OklahomaOklahoma City, OK501(c)7designated educational area grant$1,545,000
Beta Theta Pi Fraternityoxford, OH501(c)7leadership development programming grant$661,967
Beta Mu House CorporationCicero, IN501(c)7designated educational area grant$363,900
Beta Upsilon AssocationBoston, MA501(c)7designated educational area grant$329,975
Beta Rho Alumni Corporationeugene, OR501(c)7designated educational area grant$22,585
Alpha Chapter House Companyoxford, OH501(c)7designated educational area grant$15,428
Gamma Beta House Association IncSalt Lake City, UT501(c)7designated educational area grant$15,154
Afa FoundationFort Collins, CO501(c)7educational support for the fraternity advisor community$5,000
MitCambridge, MA501(c)3Educational Support$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$164,848
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
due to related party$239,292
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
Jeff Rundle
Title
executive director
Phone
5135237591
Signed
2016-10-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
jeff rundle
Formed
2010
Legal Domicile
Oh
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
32

Preparer

Firm
Blue & Co LLC
Address
8800 Lyra Drive Suite 450, Columbus, OH 43240
Preparer
Matthew Dasta
Phone
6148852583
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

ACCOUNTING PRINCIPLES GENERALLY 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, 2016 AND 2015, 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 4B - Other Adjustments:

Cost of goods sold reported on page 9 -2,319.

Part XII, Line 4B - Other Adjustments:

Cost of goods sold reported on page 9 -2,318.

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/PersonNm15barnhart Peter w c
IRS990/Form990PartVIISectionAGrp/PersonNm16KAY S WAYNE
IRS990/Form990PartVIISectionAGrp/PersonNm17CHURCHILL MAC N
IRS990/Form990PartVIISectionAGrp/PersonNm18BRANT JONATHAN
IRS990/Form990PartVIISectionAGrp/PersonNm19HORRAS JUDSON
IRS990/Form990PartVIISectionAGrp/PersonNm20COBB L MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm21rundle jeff
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/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18128502
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1915343
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2017618
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
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/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt189440
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt19200425
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20117504
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt21105257
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIrector
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
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/TitleTxt11director
IRS990/Form990PartVIISectionAGrp/TitleTxt12director
IRS990/Form990PartVIISectionAGrp/TitleTxt13director
IRS990/Form990PartVIISectionAGrp/TitleTxt14director
IRS990/Form990PartVIISectionAGrp/TitleTxt15director
IRS990/Form990PartVIISectionAGrp/TitleTxt16chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIrector
IRS990/Form990PartVIISectionAGrp/TitleTxt18FOUNDATION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19executive director ending 1/16
IRS990/Form990PartVIISectionAGrp/TitleTxt20director of advancement
IRS990/Form990PartVIISectionAGrp/TitleTxt21executive DIRECTOR beg 1/16
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-38368
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantAmt0659351
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0240294
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0240294
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02972880
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02972880
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt07987157
IRS990/GrossRentsGrp/RealAmt0297061
IRS990/GrossSalesOfInventoryAmt01892
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0759
IRS990/InformationTechnologyGrp/ProgramServicesAmt06833
IRS990/InformationTechnologyGrp/TotalAmt07592
IRS990/InventoriesForSaleOrUseGrp/BOYAmt02105
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0821079
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0821079
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0272738
IRS990/InvestmentsPubTradedSecGrp/BOYAmt017240129
IRS990/InvestmentsPubTradedSecGrp/EOYAmt017501051
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02598269
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02430640
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02461087
IRS990/LandBldgEquipCostOrOtherBssAmt05059356
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt038368
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0164461
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/NetAssetsOrFundBalancesBOYAmt024728767
IRS990/NetAssetsOrFundBalancesEOYAmt026319504
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-38368
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-38368
IRS990/NetIncomeOrLossGrp/ExclusionAmt0-427
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-427
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0297061
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0297061
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1311765
IRS990/NoncashContributionsAmt0623166
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0295
IRS990/OccupancyGrp/ProgramServicesAmt02656
IRS990/OccupancyGrp/TotalAmt02951
IRS990/OfficeExpensesGrp/FundraisingAmt026997
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01306
IRS990/OfficeExpensesGrp/ProgramServicesAmt015239
IRS990/OfficeExpensesGrp/TotalAmt043542
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04002
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt036016
IRS990/OtherEmployeeBenefitsGrp/TotalAmt040018
IRS990/OtherExpensesGrp/Desc0miscellaneous
IRS990/OtherExpensesGrp/FundraisingAmt094496
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04538
IRS990/OtherExpensesGrp/ProgramServicesAmt049920
IRS990/OtherExpensesGrp/TotalAmt0148954
IRS990/OtherLiabilitiesGrp/BOYAmt0251662
IRS990/OtherLiabilitiesGrp/EOYAmt0239292
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt062349
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0561143
IRS990/OtherSalariesAndWagesGrp/TotalAmt0623492
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0172
IRS990/PayrollTaxesGrp/ProgramServicesAmt01552
IRS990/PayrollTaxesGrp/TotalAmt01724
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt09048738
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt09352946
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02125087
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt03498953
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0313
IRS990/PrincipalOfficerNm0jeff rundle
IRS990/ProfessionalFundraisingInd01
IRS990/ProgSrvcAccomActy2Grp/Desc0tuition scholarships were awarded for students to attend a north american college or unIversity.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0240294
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0240294
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/ExpenseAmt02303609
IRS990/ProgSrvcAccomActy3Grp/GrantAmt02303609
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/ExpenseAmt01327806
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt09920
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06013932
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04233572
IRS990/PYInvestmentIncomeAmt0707018
IRS990/PYOtherExpensesAmt0536027
IRS990/PYOtherRevenueAmt0301050
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01235772
IRS990/PYSalariesCompEmpBnftPaidAmt0878741
IRS990/PYTotalExpensesAmt05786228
IRS990/PYTotalProfFndrsngExpnsAmt0137888
IRS990/PYTotalRevenueAmt07022000
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02902502
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0297061
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03295603
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03776832
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06867125
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06013932
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03874862
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04657146
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04626563
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt026039628
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0821077
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0679367
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0628123
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0664672

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