Civic Intelligence

Beta Theta Pi Foundation

990 • Fiscal year 2023 • EIN 80-0296934

Jun 01, 2022 to May 31, 2023 • Filed on Apr 11, 2024

Organization ProfileWWW.BETA.ORG/FOUNDATION
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.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

26th percentile

0.12x

Higher debt load relative to revenue than 26% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

77th percentile

20%

Higher net margin than 77% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

75th percentile

$393,638

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

32nd percentile

1.1%

Faster asset growth than 32% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

61st percentile

11%

Faster revenue growth than 61% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$33,457,442

Up $371,745 (+1.1%) from 2022

Net Assets

Up

$32,576,761

Up $332,789 (+1.0%) from 2022

Liabilities

Up

$880,681

Up $38,956 (+4.6%) from 2022

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin77th percentile

Revenue

Up

$7,425,223

Up $721,500 (+11%) from 2022

Expenses

Up

$5,976,117

Up $1,041,225 (+21%) from 2022

Net Income

Down

$1,449,106

Down $319,725 (-18%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2023

Assets$33,457,442
Liabilities$880,681
Net Assets$32,576,761
Open 2023 Filing

Operations Trend

Revenue Growth61st 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

2023

Revenue$7,425,223
Expenses$5,976,117
Net Income$1,449,106
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Apr 11, 2024
Return Version
2022v5.0
Gross Receipts
$8,621,253
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$24,917,483$24,119,306▼ $798,177
Savings and Temporary Cash Investments$5,471,502$4,829,552▼ $641,950
Pledges and Grants Receivable$318,600$2,349,557▲ $2,030,957
Land, Buildings, and Equipment, Net$2,181,408$2,152,694▼ $28,714
Prepaid Expenses and Deferred Charges$180,000$0▼ $180,000
Accounts Receivable$16,673$6,302▼ $10,371
Cash and Non-Interest-Bearing Accounts$31$31→ $0
Total Assets$33,085,697$33,457,442▲ $371,745
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$501,361$705,521▲ $204,160
Accounts Payable and Accrued Expenses$340,364$175,160▼ $165,204
Total Liabilities$841,725$880,681▲ $38,956
Net Assets / Fund Balance
Net Assets With Donor Restrictions$22,103,374$24,568,353▲ $2,464,979
Net Assets Without Donor Restrictions$10,140,598$8,008,408▼ $2,132,190
Total Net Assets Fund Balance$32,243,972$32,576,761▲ $332,789
Total Liabilities and Net Assets / Fund Balance$33,085,697$33,457,442▲ $371,745

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,044,761$2,691,864$4,736,625
Equipment$0$857,027$857,027
Land$107,933-$107,933

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$22,560,825$177,247▼ $310,365$1,070,693$21,357,014
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
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Uri OrmsbyChief Financial OfficerPT$121,700$121,700

Board Members and Trustees

NameTitle
Richard W BanksChairman
Arthur C Carmichael JrDirector
Bruce J WengerDirector
Frederick W Pierce IvDirector
Jeffrey M FlanaganDirector
John W TorgetDirector
Karl ChiaoDirector
Kent R MireDirector
Martin E ObstDirector
Michael Allen BickfordDirector
Peter N DarrowDirector
R Thomas ReevesDirector
Richard a SabolDirector
Scott E GrotjanDirector
Stavan R BhattDirector
Thomas C OlverDirector
Zachary T HainesDirector
Jeff RundleChief Executive Officer
Phil FernandezChief Foundation Officer
Randall D GrovesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,291,138
Program Service Revenue
$0
Investment Income
$878,165
Other Revenue
$255,920
All Other Contributions
$6,101,420
Change in Net Assets
$1,449,106

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 Traded6$896,860Fair Market Value (FMV)
Total Noncash Contributions6$896,860-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,373,776
Revenue Not Reported on Financial Statements
$51,447
Revenue Not Reported on Form 990
$-1,103,692
Total Revenue per Audited Statements
$6,270,084
Total Revenue per Form 990
$7,425,223
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,828,782
Other Expenses$1,208,545
Salaries, Compensation, and Employee Benefits$930,632
Total Fundraising Expense$486,513
Professional Fundraising Fees$8,158

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,457,175--$3,457,175
Other Salaries and Wages$313,457$159,956$191,960$665,373
Grants to Domestic Individuals$371,607--$371,607
Current Officers, Directors, Trustees, and Key Employees$87,682$65,244$78,279$231,205
Office Expenses$91,041$51,612$64,734$207,387
Depreciation Depletion$90,132$63,093$27,040$180,265
Fees for Services Other$84,798$43,272$51,930$180,000
Information Technology$26,013$34,684$26,013$86,710
Fees for Service Investment Mgmnt Fees-$51,447-$51,447
Conferences and Meetings$20,167$21,657$4,157$45,981
Travel$17,421$18,708$3,591$39,720
Other Employee Benefits$14,802$7,554$9,065$31,421
Occupancy$10,268$7,982$4,562$22,812
Fees for Services Legal$14,018-$612$14,630
Insurance$5,150$1,913$5,132$12,195
Fees for Services Professional Fundraising--$8,158$8,158
Other Expenses$7,045$2,618$3,500$3,500
Payroll Taxes$1,240$633$760$2,633
Fees for Services Accounting-$2,595-$2,595
Advertising$423--$423
Total Functional Expenses$4,956,636$532,968$486,513$5,976,117

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,976,117
Total Expenses per Audited Statements$5,937,295
Expenses per Audited Statements$5,924,670
Expenses Not Reported on Financial Statements$51,447
Expenses Not Reported on Form 990$12,625
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Beta Theta Pi FraternityOxford, OH501(c)(7)Leadership Development$1,252,872
Beta Theta Pi Holding CompanyManhattan, KS501(c)(7)Designated Educational Area Grant$948,591
Forever Alpha CompanyOxford, OH501(c)(7)Designated Educational Area Grant$622,318
Beta Nu of Beta Theta Pi Building CompanyCincinnati, OH501(c)(2)Designated Educational Area Grant$158,412
Beta Theta Pi Corporation of OklahomaNorman, OK501(c)(7)Designated Educational Area Grant$108,000
Beta Mu House CorporationWest Ladayette, IN501(c)(7)Designated Educational Area Grant$97,588
Beta Theta Pi Building CorporationTulsa, OK501(c)(7)Designated Educational Area Grant$49,584
Tau Sigma Alumni AssociationAmes, IA501(c)(7)Designated Educational Area Grant$40,833
Depauw Beta Student Aid FundGreencastle, IN501(c)(7)Designated Educational Area Grant$33,573
Beta Upsilon AssociationBoston, MA501(c)(7)Scholarships$31,000
Foundation for Fraternal ExcellenceFishers, IN501(c)(3)Research$30,000
Gamma Delta Building AssociationSpokane, WA501(c)(7)Designated Educational Area Grant$24,795
Beta Theta Pi Club of MichiganAnn Arbor, MI501(c)(7)Designated Educational Area Grant$20,936
Gamma Eta AssociationPeachtree Corners, GA501(c)(7)Designated Educational Area Grant$8,010
Beta Theta Pi Club of MichiganMinneapolis, MN501(c)(7)Designated Educational Area Grant$7,648
House Corporation of Delta Mu ChapterLubbock, TX501(c)(7)Designated Educational Area Grant$6,484
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$8,158
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$541,554
Annuities Payable$163,967
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 ceo 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 beta theta pi fraternity executed an employment agreement with the ceo in 2021 and it is reviewed annually. The trustees evaluate compensation and bonus annually against industry and peer benchmarks to ensure that compensation is reasonable and comparable within the industry. The board members reviewing the ceo compensation were not related to the ceo 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
CEO
Phone
5135237591
Signed
2024-04-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Rundle
Formed
2008
Legal Domicile
Oh
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
35

Preparer

Firm
Blue & Co LLC
Address
9200 WORTHINGTON RD STE 200, WESTERVILLE, OH 43082
Preparer
Angela N Crawford CPA
Phone
6148852583
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:

“The foundation is organized as a tax exempt organization under section 501(c)(3) of the united states internal revenue code. As such, the foundation is exempt from income taxes. However, the foundation is required to file federal form 990 return of organization exempt from income tax which is an informational return only. The foundation is subject to routine audits by taxing jurisdictions. However, as of the date the financial statements were available to be issued, there were no audits for any tax periods in progress. 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, 2023 and 2022, 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 12,625.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost of good sold 12,625.”

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1918774
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2020167
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IRS990/Form990PartVIISectionAGrp/PersonNm1RANDALL D GROVES
IRS990/Form990PartVIISectionAGrp/PersonNm2STAVAN R BHATT
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL ALLEN BICKFORD
IRS990/Form990PartVIISectionAGrp/PersonNm4ARTHUR C CARMICHAEL JR
IRS990/Form990PartVIISectionAGrp/PersonNm5KARL CHIAO
IRS990/Form990PartVIISectionAGrp/PersonNm6PETER N DARROW
IRS990/Form990PartVIISectionAGrp/PersonNm7JEFFREY M FLANAGAN
IRS990/Form990PartVIISectionAGrp/PersonNm8SCOTT E GROTJAN
IRS990/Form990PartVIISectionAGrp/PersonNm9ZACHARY T HAINES
IRS990/Form990PartVIISectionAGrp/PersonNm10KENT R MIRE
IRS990/Form990PartVIISectionAGrp/PersonNm11MARTIN E OBST
IRS990/Form990PartVIISectionAGrp/PersonNm12THOMAS C OLVER
IRS990/Form990PartVIISectionAGrp/PersonNm13FREDERICK W PIERCE IV
IRS990/Form990PartVIISectionAGrp/PersonNm14R THOMAS REEVES
IRS990/Form990PartVIISectionAGrp/PersonNm15RICHARD A SABOL
IRS990/Form990PartVIISectionAGrp/PersonNm16JOHN W TORGET
IRS990/Form990PartVIISectionAGrp/PersonNm17BRUCE J WENGER
IRS990/Form990PartVIISectionAGrp/PersonNm18JEFF RUNDLE
IRS990/Form990PartVIISectionAGrp/PersonNm19URI ORMSBY
IRS990/Form990PartVIISectionAGrp/PersonNm20PHIL FERNANDEZ
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
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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/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt19102926
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20139022
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/TitleTxt18CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt19CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt20CHIEF FOUNDATION OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-102179
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt01320873
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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03457175
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03457175
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01081226
IRS990/GrossReceiptsAmt08621253
IRS990/GrossRentsGrp/RealAmt0260368
IRS990/GrossSalesOfInventoryAmt04667
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt026013
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt034684
IRS990/InformationTechnologyGrp/ProgramServicesAmt026013
IRS990/InformationTechnologyGrp/TotalAmt086710
IRS990/InsuranceGrp/FundraisingAmt05132
IRS990/InsuranceGrp/ManagementAndGeneralAmt01913
IRS990/InsuranceGrp/ProgramServicesAmt05150
IRS990/InsuranceGrp/TotalAmt012195
IRS990/InvestmentIncomeGrp/ExclusionAmt0980344
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0980344
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt024119306
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03548891
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02181408
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02152694
IRS990/LandBldgEquipCostOrOtherBssAmt05701585
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01183405
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0189718
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/NetAssetsOrFundBalancesBOYAmt032243972
IRS990/NetAssetsOrFundBalancesEOYAmt032576761
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-102179
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-102179
IRS990/NetIncomeOrLossGrp/ExclusionAmt0-7958
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-7958
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0260368
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0260368
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1116317
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt010140598
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08008408
IRS990/NoncashContributionsAmt0896860
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt04562
IRS990/OccupancyGrp/ManagementAndGeneralAmt07982
IRS990/OccupancyGrp/ProgramServicesAmt010268
IRS990/OccupancyGrp/TotalAmt022812
IRS990/OfficeExpensesGrp/FundraisingAmt064734
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt051612
IRS990/OfficeExpensesGrp/ProgramServicesAmt091041
IRS990/OfficeExpensesGrp/TotalAmt0207387
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt09065
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt07554
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt014802
IRS990/OtherEmployeeBenefitsGrp/TotalAmt031421
IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2OTHER FUNDRAISING EXPEN
IRS990/OtherExpensesGrp/FundraisingAmt07020
IRS990/OtherExpensesGrp/FundraisingAmt13500
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02618
IRS990/OtherExpensesGrp/ProgramServicesAmt0344197
IRS990/OtherExpensesGrp/ProgramServicesAmt17045
IRS990/OtherExpensesGrp/TotalAmt0344197
IRS990/OtherExpensesGrp/TotalAmt116683
IRS990/OtherExpensesGrp/TotalAmt23500
IRS990/OtherLiabilitiesGrp/BOYAmt0501361
IRS990/OtherLiabilitiesGrp/EOYAmt0705521
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0191960
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0159956
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0313457
IRS990/OtherSalariesAndWagesGrp/TotalAmt0665373
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IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0760
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0633
IRS990/PayrollTaxesGrp/ProgramServicesAmt01240
IRS990/PayrollTaxesGrp/TotalAmt02633
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02349557
IRS990/PoliticalCampaignActyInd00
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0JEFF RUNDLE
IRS990/ProfessionalFundraisingInd01
IRS990/ProgSrvcAccomActy2Grp/Desc0TUITION SCHOLARSHIPS WERE AWARDED FOR STUDENTS TO ATTEND A NORTH AMERICAN COLLEGE OR UNIVERSITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0371607
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0371607
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
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IRS990/ProgSrvcAccomActy3Grp/GrantAmt02136302
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03988531
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03267192
IRS990/PYInvestmentIncomeAmt02451778
IRS990/PYOtherExpensesAmt0591299
IRS990/PYOtherRevenueAmt0263414
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01768831
IRS990/PYSalariesCompEmpBnftPaidAmt0988948
IRS990/PYTotalExpensesAmt04934892
IRS990/PYTotalProfFndrsngExpnsAmt087453
IRS990/PYTotalRevenueAmt06703723
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,457,442
Liabilities
$880,681
Net assets
$32,576,761
Revenue
$7,425,223
Expenses
$5,976,117
Net income
$1,449,106
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