Civic Intelligence

Beta Theta Pi Foundation

990 • Fiscal year 2022 • EIN 80-0296934

Jun 01, 2021 to May 31, 2022 • Filed on Apr 10, 2023

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.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.13x

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

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Net Margin

78th percentile

26%

Higher net margin than 78% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

60th percentile

$293,523

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Asset Growth

39th percentile

-2.9%

Faster asset growth than 39% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

82nd percentile

34%

Faster revenue growth than 82% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Assets

Down

$33,085,697

Down $974,315 (-2.9%) from 2021

Net Assets

Down

$32,243,972

Down $1,165,643 (-3.5%) from 2021

Liabilities

Up

$841,725

Up $191,328 (+29%) from 2021

Revenue

Up

$6,703,723

Up $1,688,927 (+34%) from 2021

Expenses

Up

$4,934,892

Up $635,682 (+15%) from 2021

Net Income

Up

$1,768,831

Up $1,053,245 (+147%) from 2021

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

2022

Assets$33,085,697
Liabilities$841,725
Net Assets$32,243,972

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

2022

Revenue$6,703,723
Expenses$4,934,892
Net Income$1,768,831
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Apr 10, 2023
Return Version
2021v4.2
Gross Receipts
$6,706,522
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$25,694,300$24,917,483▼ $776,817
Savings and Temporary Cash Investments$5,877,049$5,471,502▼ $405,547
Land, Buildings, and Equipment, Net$1,931,955$2,181,408▲ $249,453
Pledges and Grants Receivable$552,154$318,600▼ $233,554
Prepaid Expenses and Deferred Charges-$180,000-
Accounts Receivable$4,523$16,673▲ $12,150
Cash and Non-Interest-Bearing Accounts$31$31→ $0
Total Assets$34,060,012$33,085,697▼ $974,315
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$313,301$501,361▲ $188,060
Accounts Payable and Accrued Expenses$187,096$340,364▲ $153,268
Unsecured Notes Loans Payable$150,000$0▼ $150,000
Total Liabilities$650,397$841,725▲ $191,328
Net Assets / Fund Balance
Net Assets With Donor Restrictions$22,850,173$22,103,374▼ $746,799
Net Assets Without Donor Restrictions$10,559,442$10,140,598▼ $418,844
Total Net Assets Fund Balance$33,409,615$32,243,972▼ $1,165,643
Total Liabilities and Net Assets / Fund Balance$34,060,012$33,085,697▼ $974,315

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,042,384$2,542,403$4,584,787
Equipment$31,091$825,936$857,027
Land$107,933-$107,933

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$23,374,486$412,351▼ $380,239$845,773$22,560,825
2020$17,551,390$315,644▲ $6,481,884$974,432$23,374,486
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Ormsby UriChief Financial OfficerPT$123,313$123,313

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$3,988,531
Program Service Revenue
$0
Investment Income
$2,451,778
Other Revenue
$263,414
All Other Contributions
$3,799,944
Change in Net Assets
$1,768,831

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 Traded9$525,565Average High and Low
Total Noncash Contributions9$525,565-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,606,389
Revenue Not Reported on Financial Statements
$97,334
Revenue Not Reported on Form 990
$-2,931,675
Other Revenue Adjustments
$22,843
Total Revenue per Audited Statements
$3,674,714
Total Revenue per Form 990
$6,703,723
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,267,192
Salaries, Compensation, and Employee Benefits$988,948
Other Expenses$591,299
Total Fundraising Expense$439,038
Professional Fundraising Fees$87,453

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,951,594--$2,951,594
Other Salaries and Wages$353,075$172,400$206,894$732,369
Grants to Domestic Individuals$315,598--$315,598
Current Officers, Directors, Trustees, and Key Employees$108,176$52,800$63,345$224,321
Office Expenses$66,651$83,355-$150,006
Depreciation Depletion$60,461$53,743$20,154$134,358
Fees for Services Professional Fundraising--$87,453$87,453
Fees for Service Investment Mgmnt Fees-$74,491-$74,491
Travel$31,362-$16,887$48,249
Fees for Services Other$33,801$12,699-$46,500
Information Technology$11,732$27,375-$39,107
Other Employee Benefits$14,309$6,986$8,385$29,680
Conferences and Meetings$19,128-$10,299$29,427
Occupancy$8,468$6,586$3,763$18,817
Fees for Services Legal$13,321--$13,321
Insurance$5,742$5,104$1,913$12,759
Payroll Taxes$1,243$607$728$2,578
Other Expenses$2,408-$19,217$2,408
Fees for Services Accounting-$2,334-$2,334
Advertising$241--$241
Interest-$64-$64
Total Functional Expenses$3,997,310$498,544$439,038$4,934,892

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,934,892
Total Expenses per Audited Statements$4,840,357
Expenses per Audited Statements$4,837,558
Expenses Not Reported on Financial Statements$97,334
Other Expense Adjustments$22,843
Expenses Not Reported on Form 990$2,799
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Beta Theta Pi FraternityOxford, OH501(c)7Leadership Development$912,162
Beta Theta Pi Corporation of OklahomaOklahoma City, OK501(c)7Designated Educational Area Grant$660,000
Gamma Delta Building AssociationSpokane, WA501(c)7Designated Education Area Grant$453,569
Forever Alpha CompanyOxford, OH501(c)7Designated Educaiton Area Grant$257,000
Beta Mu House CorporationCicero, IN501(c)7Designated Educational Area Grant$67,650
Beta Theta Pi Building CorporationTulsa, OK501(c)7Designated Educational Area Grant$39,503
Afa FoundationIndianapolis, IN501(c)3Educational Support for the Fraternity Advisor Community$11,500
Gamma Eta AssociationPeachtree Corners, GA501(c)7Designated Educational Area Grant$7,235
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$87,453
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$315,298
Annuities Payable$186,063
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No
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 15A

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.

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
2023-04-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Rundle
Formed
2010
Legal Domicile
Oh
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
35

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 endowment includes both donor-restricted endowment fund and funds designated by the governing body to function as endowments (board-designated endowment funds). The foundation has adopted investment and spending policies for endowment assets that attempt to provide a predictable stream of funding to programs and other items supported by its endowment while seeking to maintain the purchasing power of the endowment. Endowment assets include those assets of donor-restricted endowment funds the foundation must hold in perpetuity or for donor-specified periods, as well as those of board-designated endowment funds. Under the foundation's policies, endowment assets are invested in a manner that is intended to produce results that exceed the need for income to fund grants that support scholarships and leadership programming while assuming levels of investment risk based on each endowment's risk tolerance and time horizon.

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, 2022 and 2021, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the accompanying financial statements.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

COST OF GOOD SOLD 2,799.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Bad debt recovery 22,843.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

COST OF GOOD SOLD 2,799.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Bad debt recovery 22,843.

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IRS990/Form990PartVIISectionAGrp/PersonNm11OLVER THOMAS C
IRS990/Form990PartVIISectionAGrp/PersonNm12PIERCE FREDERICK W IV
IRS990/Form990PartVIISectionAGrp/PersonNm13PURINTON P THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm14REEVES THOMAS R
IRS990/Form990PartVIISectionAGrp/PersonNm15SABOL RICHARD A
IRS990/Form990PartVIISectionAGrp/PersonNm16RUNDLE JEFF
IRS990/Form990PartVIISectionAGrp/PersonNm17ORMSBY URI
IRS990/Form990PartVIISectionAGrp/PersonNm18FERNANDEZ PHIL
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt16257519
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1796607
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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/TitleTxt16EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHIEF FOUNDATION OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01034246
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
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IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0315598
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02951594
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02951594
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01034246
IRS990/GrossReceiptsAmt06706522
IRS990/GrossRentsGrp/RealAmt0243335
IRS990/GrossSalesOfInventoryAmt035
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt027375
IRS990/InformationTechnologyGrp/ProgramServicesAmt011732
IRS990/InformationTechnologyGrp/TotalAmt039107
IRS990/InsuranceGrp/FundraisingAmt01913
IRS990/InsuranceGrp/ManagementAndGeneralAmt05104
IRS990/InsuranceGrp/ProgramServicesAmt05742
IRS990/InsuranceGrp/TotalAmt012759
IRS990/InterestGrp/ManagementAndGeneralAmt064
IRS990/InterestGrp/TotalAmt064
IRS990/InvestmentIncomeGrp/ExclusionAmt01417532
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01417532
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt025694300
IRS990/InvestmentsPubTradedSecGrp/EOYAmt024917483
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03368339
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01931955
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02181408
IRS990/LandBldgEquipCostOrOtherBssAmt05549747
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0188587
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/NetAssetsOrFundBalancesBOYAmt033409615
IRS990/NetAssetsOrFundBalancesEOYAmt032243972
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01034246
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01034246
IRS990/NetIncomeOrLossGrp/ExclusionAmt0-2764
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-2764
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0243335
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0243335
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2934474
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt010559442
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt010140598
IRS990/NoncashContributionsAmt0525565
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt03763
IRS990/OccupancyGrp/ManagementAndGeneralAmt06586
IRS990/OccupancyGrp/ProgramServicesAmt08468
IRS990/OccupancyGrp/TotalAmt018817
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt083355
IRS990/OfficeExpensesGrp/ProgramServicesAmt066651
IRS990/OfficeExpensesGrp/TotalAmt0150006
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt08385
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06986
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt014309
IRS990/OtherEmployeeBenefitsGrp/TotalAmt029680
IRS990/OtherExpensesGrp/Desc0FUNDRAISING EXPENSES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
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IRS990/OtherExpensesGrp/ProgramServicesAmt02408
IRS990/OtherExpensesGrp/TotalAmt019217
IRS990/OtherExpensesGrp/TotalAmt12408
IRS990/OtherLiabilitiesGrp/BOYAmt0313301
IRS990/OtherLiabilitiesGrp/EOYAmt0501361
IRS990/OtherRevenueMiscGrp/BusinessCd0900999
IRS990/OtherRevenueMiscGrp/Desc0BAD DEBT RECOVERY
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt022843
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt022843
IRS990/OtherRevenueTotalAmt022843
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0206894
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0172400
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0353075
IRS990/OtherSalariesAndWagesGrp/TotalAmt0732369
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0728
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0607
IRS990/PayrollTaxesGrp/ProgramServicesAmt01243
IRS990/PayrollTaxesGrp/TotalAmt02578
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0552154
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0318600
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0180000
IRS990/PrincipalOfficerNm0JEFF RUNDLE
IRS990/ProfessionalFundraisingInd01
IRS990/ProgSrvcAccomActy2Grp/Desc0TUITION SCHOLARSHIPS WERE AWARDED FOR STUDENTS TO ATTEND A NORTH AMERICAN COLLEGE OR UNIVERSITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0315598
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0315598
IRS990/ProgSrvcAccomActy3Grp/Desc0DESIGNATED EDUCATIONAL AREA 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/ExpenseAmt01417307
IRS990/ProgSrvcAccomActy3Grp/GrantAmt01417307
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03956803
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02900150
IRS990/PYInvestmentIncomeAmt0820416
IRS990/PYOtherExpensesAmt0364961
IRS990/PYOtherRevenueAmt0237577
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0715586
IRS990/PYSalariesCompEmpBnftPaidAmt0959709
IRS990/PYTotalExpensesAmt04299210
IRS990/PYTotalProfFndrsngExpnsAmt074390
IRS990/PYTotalRevenueAmt05014796
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01768831
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0243335
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05877049
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05471502
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03988531
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03956803
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03469387
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03742266
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05449358
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt020606345
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01660867
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0953690
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01058632
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01288034
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02215409

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