Civic Intelligence

Beta Theta Pi Foundation

990 • Fiscal year 2017 • EIN 80-0296934

Jun 01, 2016 to May 31, 2017 • Filed on Oct 12, 2017

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

0.02x

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

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

22nd percentile

0.10x

Higher debt load relative to revenue than 22% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

80th percentile

22%

Higher net margin than 80% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

25th percentile

$162,329

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

61st percentile

7.8%

Faster asset growth than 61% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

11th percentile

-19%

Faster revenue growth than 11% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Assets

Up

$29,366,248

Up $2,128,012 (+7.8%) from 2016

Net Assets

Up

$28,724,583

Up $2,405,079 (+9.1%) from 2016

Liabilities

Down

$641,665

Down $277,067 (-30%) from 2016

Revenue

Down

$6,473,143

Down $1,473,327 (-19%) from 2016

Expenses

Down

$5,040,374

Down $3,594 (-0.1%) from 2016

Net Income

Down

$1,432,769

Down $1,469,733 (-51%) from 2016

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

2017

Assets$29,366,248
Liabilities$641,665
Net Assets$28,724,583

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

2017

Revenue$6,473,143
Expenses$5,040,374
Net Income$1,432,769
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Oct 12, 2017
Return Version
2016v3.0
Gross Receipts
$6,473,143
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$17,501,051$19,510,535▲ $2,009,484
Savings and Temporary Cash Investments$3,776,832$4,338,325▲ $561,493
Pledges and Grants Receivable$3,498,953$3,125,655▼ $373,298
Land, Buildings, and Equipment, Net$2,461,087$2,391,274▼ $69,813
Prepaid Expenses and Deferred Charges$313$429▲ $116
Cash and Non-Interest-Bearing Accounts-$30-
Total Assets$27,238,236$29,366,248▲ $2,128,012
Liabilities
Other Liabilities$239,292$449,037▲ $209,745
Accounts Payable and Accrued Expenses$679,440$192,628▼ $486,812
Total Liabilities$918,732$641,665▼ $277,067
Net Assets / Fund Balance
Permanently Rstr Net Assets$9,352,946$9,975,390▲ $622,444
Temporarily Rstr Net Assets$8,790,104$9,971,431▲ $1,181,327
Unrestricted Net Assets$8,176,454$8,777,762▲ $601,308
Total Net Assets Fund Balance$26,319,504$28,724,583▲ $2,405,079
Total Liabilities and Net Assets / Fund Balance$27,238,236$29,366,248▲ $2,128,012

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,178,293$1,976,503$4,154,796
Equipment$105,048$751,979$857,027
Land$107,933-$107,933

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$16,714,414$778,754▲ $1,845,219$749,274$18,589,113
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brant JonathanFoundation DirectorFT$129,171$12,856$142,027
horras judsonadministrative secretary-$66$10,314$10,380
rundle jeffexecutive DIRECTOR-$4,463$226$4,689
Cobb L Martindirector of advancementPT$2,484$222$2,706
Revenue and Support

Revenue Composition

Contributions and Grants
$5,157,137
Program Service Revenue
$0
Investment Income
$1,016,823
Other Revenue
$299,183
All Other Contributions
$4,978,648
Change in Net Assets
$1,432,769

Noncash Contribution Practices

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

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,473,143
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$972,310
Total Revenue per Audited Statements
$7,445,453
Total Revenue per Form 990
$6,473,143
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,403,475
Salaries, Compensation, and Employee Benefits$806,271
Other Expenses$749,599
Total Fundraising Expense$300,426
Professional Fundraising Fees$81,029

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,398,475--$3,398,475
Other Salaries and Wages$598,961$66,551-$665,512
Other Expenses$89,726$8,157$174,014$271,897
Depreciation Depletion$151,267$16,808-$168,075
Comp Disqual Persons$122,566$13,618-$136,184
Fees for Services Professional Fundraising--$81,029$81,029
Office Expenses$22,682$1,944$40,180$64,806
Conferences and Meetings$53,303$5,923-$59,226
Fees for Service Investment Mgmnt Fees-$58,922-$58,922
Travel$38,065$4,229-$42,294
Fees for Services Other$40,725--$40,725
Occupancy$15,745$1,749-$17,494
Insurance-$9,286$5,203$14,489
Fees for Services Legal-$11,671-$11,671
Grants to Domestic Individuals$5,000--$5,000
Other Employee Benefits$3,497$389-$3,886
Payroll Taxes$620$69-$689
Total Functional Expenses$4,540,632$199,316$300,426$5,040,374

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,040,374
Total Expenses per Audited Statements$5,040,374
Total Expenses per Form 990$5,040,374
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Beta Theta Fraternityoxford, OH501(c)7Leadership Development Grant$814,121
Tau Sigma Alumni AssociationWaukee, IA501(c)7Designated Educational Area Grant$752,226
Beta Theta Pi Corporation of Oklahomaoklahoma city, OK501(c)7Designated Educational Area Grant$713,946
The Beta Theta Pi Building AssociationColumbus, OH501(c)7Designated Educational Area Grant$609,219
Alpha Chapter House Companyoxford, OH501(c)7Designated Educational Area Grant$227,185
Beta Upsilon AssociationBoston, MA501(c)7Designated Educational Area Grant$97,720
Beta Pi House CorporationAfton, MN501(c)7Designated Educational Area Grant$44,909
Beta Rho Alumni CorporationEugene, OR501(c)7Designated Educational Area Grant$39,638
Beta Kappa House CompanyAthens, OH501(c)7Designated Educational Area Grant$39,000
House Corporation of Delta Mu ChapterLubbock, TX501(c)7Designated Educational Area Grant$21,316
Gamma Beta House Association IncSalt Lake City, UT501(c)7Designated Educational Area Grant$16,695
crucible building associationHarmony, PA501(c)7designated educational area grant$10,000
AFA FoundationFort Collins, CO501(c)3Educational support for the Fraternity Advisor Community$7,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$81,029
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$224,782
Annuities Payable$224,255
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 11B

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
2017-10-12
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 V, Line 4:

The foundation's endowment consists of 599 individual funds established for a variety of purposes. The endowment includes both donor-restricted endowment fund and funds designated by the governing body to function as endowments (board-designated endowment funds).

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, 2017 AND 2016, 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.

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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/ReportableCompFromOrgAmt18129171
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt192484
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2066
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt214463
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt188906
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt19134926
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt207373
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt21125299
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/TitleTxt13chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt14dIrector
IRS990/Form990PartVIISectionAGrp/TitleTxt15dIrector
IRS990/Form990PartVIISectionAGrp/TitleTxt16dIrector
IRS990/Form990PartVIISectionAGrp/TitleTxt17dIrector
IRS990/Form990PartVIISectionAGrp/TitleTxt18FOUNDATION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19director of advancement
IRS990/Form990PartVIISectionAGrp/TitleTxt20administrative secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt21executive DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02010
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt03398475
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0368255
IRS990/GrossReceiptsAmt06473143
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IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
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IRS990/InsuranceGrp/FundraisingAmt05203
IRS990/InsuranceGrp/ManagementAndGeneralAmt09286
IRS990/InsuranceGrp/TotalAmt014489
IRS990/InvestmentIncomeGrp/ExclusionAmt0648568
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0648568
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt017501051
IRS990/InvestmentsPubTradedSecGrp/EOYAmt019510535
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt02391274
IRS990/LandBldgEquipCostOrOtherBssAmt05119756
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0178489
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/NetAssetsOrFundBalancesBOYAmt026319504
IRS990/NetAssetsOrFundBalancesEOYAmt028724583
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0368255
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0368255
IRS990/NetIncomeOrLossGrp/ExclusionAmt045
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt045
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0299138
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0299138
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0972310
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01749
IRS990/OccupancyGrp/ProgramServicesAmt015745
IRS990/OccupancyGrp/TotalAmt017494
IRS990/OfficeExpensesGrp/FundraisingAmt040180
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01944
IRS990/OfficeExpensesGrp/ProgramServicesAmt022682
IRS990/OfficeExpensesGrp/TotalAmt064806
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0389
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03497
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03886
IRS990/OtherExpensesGrp/Desc0Miscellaneous Expense
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08157
IRS990/OtherExpensesGrp/ProgramServicesAmt089726
IRS990/OtherExpensesGrp/TotalAmt0271897
IRS990/OtherLiabilitiesGrp/BOYAmt0239292
IRS990/OtherLiabilitiesGrp/EOYAmt0449037
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt066551
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0598961
IRS990/OtherSalariesAndWagesGrp/TotalAmt0665512
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/PayrollTaxesGrp/ProgramServicesAmt0620
IRS990/PayrollTaxesGrp/TotalAmt0689
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt09352946
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt09975390
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt03498953
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt03125655
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0313
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0429
IRS990/PrincipalOfficerNm0jeff rundle
IRS990/ProfessionalFundraisingInd01
IRS990/ProgSrvcAccomActy2Grp/Desc0tuition scholarships were awarded for students to attend a north american college or unIversity.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0244700
IRS990/ProgSrvcAccomActy2Grp/GrantAmt05000
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/ExpenseAmt02371854
IRS990/ProgSrvcAccomActy3Grp/GrantAmt02371854
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/ExpenseAmt01112908
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0215451
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06867125
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03213174
IRS990/PYInvestmentIncomeAmt0782711
IRS990/PYOtherExpensesAmt0868846
IRS990/PYOtherRevenueAmt0296634
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02902502
IRS990/PYSalariesCompEmpBnftPaidAmt0797100
IRS990/PYTotalExpensesAmt05043968
IRS990/PYTotalProfFndrsngExpnsAmt0164848
IRS990/PYTotalRevenueAmt07946470
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01432769
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0299138
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03776832
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04338325
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05217137
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06867125
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06013932
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03874862
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04657146
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt026630202
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01016823
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0821077
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0679367
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0628123
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0664672
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03810062
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0299183
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0258267
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0288360
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0286439
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0791768
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01924017

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
Peer Organizations

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