Civic Intelligence

Beta Theta Pi Foundation

990 • Fiscal year 2020 • EIN 80-0296934

Jun 01, 2019 to May 31, 2020 • Filed on Mar 21, 2021

Organization ProfileWWW.BETATHETAPI.ORG/FOUNDATION.HTML
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

18th percentile

0.03x

Higher debt load relative to assets than 18% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.18x

Higher debt load relative to revenue than 29% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

26th percentile

-3.0%

Higher net margin than 26% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

54th percentile

$265,643

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

13th percentile

-3.6%

Faster asset growth than 13% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

21st percentile

-14%

Faster revenue growth than 21% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$27,267,482

Down $1,028,385 (-3.6%) from 2019

Net Assets

Down

$26,517,864

Down $1,138,604 (-4.1%) from 2019

Liabilities

Up

$749,618

Up $110,219 (+17%) from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin26th percentile

Revenue

Down

$4,237,409

Down $715,858 (-14%) from 2019

Expenses

Down

$4,365,411

Down $2,021,732 (-32%) from 2019

Net Income

Up

-$128,002

Up $1,305,874 (+91%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2020

Assets$27,267,482
Liabilities$749,618
Net Assets$26,517,864
Open 2020 Filing

Operations Trend

Revenue Growth21st percentile

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

2020

Revenue$4,237,409
Expenses$4,365,411
Net Income-$128,002
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Mar 21, 2021
Return Version
2019v5.2
Gross Receipts
$7,136,168
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$20,317,785$18,953,418▼ $1,364,367
Savings and Temporary Cash Investments$4,067,884$5,070,851▲ $1,002,967
Land, Buildings, and Equipment, Net$2,165,584$2,020,362▼ $145,222
Pledges and Grants Receivable$1,738,919$1,213,586▼ $525,333
Accounts Receivable$5,665$9,234▲ $3,569
Cash and Non-Interest-Bearing Accounts$30$31▲ $1
Total Assets$28,295,867$27,267,482▼ $1,028,385
Liabilities
Other Liabilities$463,285$520,372▲ $57,087
Accounts Payable and Accrued Expenses$176,114$229,246▲ $53,132
Total Liabilities$639,399$749,618▲ $110,219
Net Assets / Fund Balance
Net Assets With Donor Restrictions$18,468,410$17,922,414▼ $545,996
Net Assets Without Donor Restrictions$9,188,058$8,595,450▼ $592,608
Total Net Assets Fund Balance$27,656,468$26,517,864▼ $1,138,604
Total Liabilities and Net Assets / Fund Balance$28,295,867$27,267,482▼ $1,028,385

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,787,629$1,837,651$3,625,280
Equipment$24,692$832,335$857,027
Leasehold Improvements$100,108$491,648$591,756
Land$107,933-$107,933

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$18,792,486$133,948▼ $563,689$811,355$17,551,390
2018$19,733,656$195,207▼ $293,693$842,684$18,792,486
2017$18,589,113$485,329▲ $1,551,444$892,230$19,733,656
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
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Phil FernandezChief Foundation OfficerFT$139,383$139,383
Jonathan BrantFoundation DirectorFT$134,307$134,307
Dan FogleChief Financial Officer-$112,522$112,522

Board Members and Trustees

NameTitle
Feinstein Micheal GChairman
Banks Richard WDirector
Bleakley ToddDirector
Budarapu AmarnathDirector
Churchill Mac NDirector
Darrow Peter NDirector
Downer Michael JDirector
Groves Randall DDirector
Hagerman John DDirector
Healy Robert N End 819Director
Herman JohnDirector
Kozuki Aaron TDirector
Muhlhauser Mark aDirector
Pierce Fred Start 819Director
Purinton P ThomasDirector
Romero J William Jr End 819Director
Rothwell John Start 919Director
Wilson Steven aDirector
Rundle JeffExecutive Director
Bryan Kendall RTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,469,387
Program Service Revenue
$0
Investment Income
$462,327
Other Revenue
$305,695
All Other Contributions
$3,274,084
Change in Net Assets
$-128,002

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded10$338,417Average High and Low
Total Noncash Contributions10$338,417-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,178,330
Revenue Not Reported on Financial Statements
$59,079
Revenue Not Reported on Form 990
$-1,133,399
Total Revenue per Audited Statements
$3,044,931
Total Revenue per Form 990
$4,237,409
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,760,739
Salaries, Compensation, and Employee Benefits$929,764
Other Expenses$577,974
Total Fundraising Expense$296,542
Professional Fundraising Fees$96,934

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,576,373--$2,576,373
Other Salaries and Wages$639,995--$639,995
Current Officers, Directors, Trustees, and Key Employees$172,340$44,482$44,482$261,304
Grants to Domestic Individuals$184,366--$184,366
Depreciation Depletion$145,020$202-$145,222
Office Expenses$37,061-$91,294$128,355
Fees for Services Professional Fundraising--$96,934$96,934
Other Expenses--$63,832$63,832
Fees for Service Investment Mgmnt Fees-$59,079-$59,079
Occupancy$54,162--$54,162
Conferences and Meetings$47,115--$47,115
Travel$26,315$7,779-$34,094
Other Employee Benefits$26,909--$26,909
Information Technology$15,081$1,676-$16,757
Fees for Services Legal-$11,426-$11,426
Insurance$3,683$5,314-$8,997
All Other Expenses$8,736--$8,736
Payroll Taxes$1,556--$1,556
Advertising$199--$199
Total Functional Expenses$3,938,911$129,958$296,542$4,365,411

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,365,411
Expenses per Audited Statements$4,306,332
Total Expenses per Audited Statements$4,183,535
Expenses Not Reported on Financial Statements$59,079
Expenses Not Reported on Form 990$-122,797
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Beta Theta Pi FraternityOxford, OH501(c)7Leadership Development Grant$907,158
Beta Theta Pi Building CorporationTulsa, OK501(c)7Designated Educational Area Grant$487,747
Theta Delta of Beta Theta Pi Alumni AssociationUpper Arlington, OH501(c)7Designated Educational Area Grant$364,456
Alpha Chapter House CompanyOxford, OH501(c)7Designated Educational Area Grant$285,559
Beta Theta Pi Corporation of OklahomaOklahoma City, OK501(c)7Designated Educational Area Grant$170,000
Beta Mu House CorporationCicero, IN501(c)7Designated Educational Area Grant$166,141
Tau Sigma Alumni AssociationWaukee, IA501(c)7Designated Educational Area Grant$79,500
Beta Nu of Beta Theta Pi Building CompanyCincinnati, OH501(c)2Designated Educational Area Grant$41,520
Beta Kappa House CompanyAthens, OH501(c)7Designated Educational Area Grant$20,067
Afa FoundationFort Collins, CO501(c)3Educational Support for the Fraternity Advisor Community$15,000
House Corporation of Delta Mu ChapterLubbock, TX501(c)7Designated Educational Area Grant$10,889
Beta Theta Pi Society of MinnesotaAfton, MN501(c)7Designated Educational Area Grant$6,170
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$96,934
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$296,356
Annuities Payable$224,016
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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 executive director in 2018 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 fraternal organization's 990s to determine compensation for the executive director, as well as data from other comparable non-profit organizations.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and audited 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
2021-03-21
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Blue & Co LLC
Address
12800 N MERIDIAN ST STE 400, CARMEL, IN 46032
Preparer
Angela N Crawford CPA
Phone
3178488920
Supplemental Narrative

Additional Explanations

Form 990 Part XII, Line 2C

“The process has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The foundation's endowment consists of 611 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, 2020 and 2019, 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:

“Miscellaneous income netted with expenses -122,797.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Miscellaneous income netted with expenses -122,797.”

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2119908
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2235209
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IRS990/Form990PartVIISectionAGrp/PersonNm7MUHLHAUSER MARK A
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IRS990/Form990PartVIISectionAGrp/PersonNm13BANKS RICHARD W
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IRS990/Form990PartVIISectionAGrp/PersonNm15KOZUKI AARON T
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IRS990/Form990PartVIISectionAGrp/PersonNm18ROTHWELL JOHN START 919
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IRS990/Form990PartVIISectionAGrp/PersonNm20JONATHAN BRANT
IRS990/Form990PartVIISectionAGrp/PersonNm21DAN FOGLE
IRS990/Form990PartVIISectionAGrp/PersonNm22PHIL FERNANDEZ
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
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/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20FOUNDATION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt22CHIEF FOUNDATION OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02010
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-291958
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantAmt0941902
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0184366
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0184366
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02576373
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02576373
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02606801
IRS990/GrossReceiptsAmt07136168
IRS990/GrossRentsGrp/RealAmt0304347
IRS990/GrossSalesOfInventoryAmt01348
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01676
IRS990/InformationTechnologyGrp/ProgramServicesAmt015081
IRS990/InformationTechnologyGrp/TotalAmt016757
IRS990/InsuranceGrp/ManagementAndGeneralAmt05314
IRS990/InsuranceGrp/ProgramServicesAmt03683
IRS990/InsuranceGrp/TotalAmt08997
IRS990/InvestmentIncomeGrp/ExclusionAmt0754285
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0754285
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt020317785
IRS990/InvestmentsPubTradedSecGrp/EOYAmt018953418
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03161634
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02165584
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02020362
IRS990/LandBldgEquipCostOrOtherBssAmt05181996
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02898759
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0195303
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/NetAssetsOrFundBalancesBOYAmt027656468
IRS990/NetAssetsOrFundBalancesEOYAmt026517864
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-291958
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-291958
IRS990/NetIncomeOrLossGrp/ExclusionAmt01348
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt01348
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0304347
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0304347
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1010602
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt09188058
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08595450
IRS990/NoncashContributionsAmt0338417
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt054162
IRS990/OccupancyGrp/TotalAmt054162
IRS990/OfficeExpensesGrp/FundraisingAmt091294
IRS990/OfficeExpensesGrp/ProgramServicesAmt037061
IRS990/OfficeExpensesGrp/TotalAmt0128355
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt026909
IRS990/OtherEmployeeBenefitsGrp/TotalAmt026909
IRS990/OtherExpensesGrp/Desc0FUNDRAISING EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt063832
IRS990/OtherExpensesGrp/TotalAmt063832
IRS990/OtherLiabilitiesGrp/BOYAmt0463285
IRS990/OtherLiabilitiesGrp/EOYAmt0520372
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0639995
IRS990/OtherSalariesAndWagesGrp/TotalAmt0639995
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt01556
IRS990/PayrollTaxesGrp/TotalAmt01556
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01738919
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01213586
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JEFF RUNDLE
IRS990/ProfessionalFundraisingInd01
IRS990/ProgSrvcAccomActy2Grp/Desc0TUITION SCHOLARSHIPS WERE AWARDED FOR STUDENTS TO ATTEND A NORTH AMERICAN COLLEGE OR UNIVERSITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0186789
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0186789
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/PYExcessBenefitTransInd00
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IRS990/PYInvestmentIncomeAmt0917636
IRS990/PYOtherExpensesAmt0549827
IRS990/PYOtherRevenueAmt0293365
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1433876
IRS990/PYSalariesCompEmpBnftPaidAmt0843396
IRS990/PYTotalExpensesAmt06387143
IRS990/PYTotalProfFndrsngExpnsAmt094111
IRS990/PYTotalRevenueAmt04953267
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-128002
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0304347
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04067884
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05070851
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03469387
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03742266
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05449358
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05217137
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06867125
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt024745273
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01058632
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01288034
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02215409
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01016823

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,267,482
Liabilities
$749,618
Net assets
$26,517,864
Revenue
$4,237,409
Expenses
$4,365,411
Net income
-$128,002
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