Civic Intelligence

Beta Theta Pi Fraternity

EIN 81-0680957 • 501(c)7 • Miami, FL

990-N Coverage

Profile

Local collegiate chapter of beta theta pi franternity. Beta theta pi fraternity promotes and develops intellect and culture.

11200 SW 8th Street Gc2240Miami, FL 33199
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$85,332

Down $7,016 (-7.6%) from 2022

Liabilities

Down

$49,277

Down $4,995 (-9.2%) from 2022

Net Assets

Down

$36,055

Down $2,021 (-5.3%) from 2022

Operations

Revenue

Down

$53,423

Down $44,802 (-46%) from 2022

Expenses

Down

$55,443

Down $52,692 (-49%) from 2022

Net Income

Up

-$2,020

Up $7,890 (+80%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2022: $92,348Liabilities 2022: $54,272Net Assets 2022: $38,0762022Assets 2023: $85,332Liabilities 2023: $49,277Net Assets 2023: $36,0552023

Highlighted filing

2023

Assets$85,332
Liabilities$49,277
Net Assets$36,055

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2022: $98,225Expenses 2022: $108,135Net Income 2022: -$9,9102022Revenue 2023: $53,423Expenses 2023: $55,443Net Income 2023: -$2,0202023

Highlighted filing

2023

Revenue$53,423
Expenses$55,443
Net Income-$2,020

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Aug 18, 2024
Return Version
2022v5.0
Gross Receipts
$53,423
Mission and Program Overview

Mission

Local collegiate chapter of beta theta pi franternity. Beta theta pi fraternity promotes and develops intellect and culture.

Program Services

DescriptionGrantsExpenses
ROOM AND BOARD: COST ASSOCIATED WITH RENT AND MEAL PLANS OF LOCAL CHAPTER LIVING FACILITIES.$0$0
FRATERNAL, SOCIAL, BROTHERHOOD, AND LEADERSHIP PROGRAMMING FOR MEMBERS: PUT ON EVENTS AND LOCAL PROGRAMMING TO FURTHER THE ORGANIZATIONS SOCIAL PURPOSE AND PROVIDE OPPORTUNITIES TO LIVE OUR CORE VALUES OF MUTUAL AID AND ASSISTANCE, CULTIVATION OF THE INTELLECT, RESPONSIBLE SOCIAL CONDUCT, TRUST, AND INTEGRITY.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARIAN M MONZONPresident 6/22-12/22-$0--
ROBERT D VASQUEZPresident 12/22-1/23-$0--
ARIAN M MONZONPresident 1/23-5/23-$0--
DAMIAN N TAPIAExecutive VP 1/23-5/23-$0--
ALEJANDRO D ALFONSOVP Of Finance 1/23-5/23-$0--
GIOVANNI LUCIANOVP Of Finance 6/22-12/22-$0--
GREGORY J PANCHAMVP Of Education 1/23-5/23-$0--
MASON D EVANSVP Of Education 6/22-12/22-$0--
FABIAN PEREZVP Of Programming 1/23-5/23-$0--
MARK P CARAHER JRVP Of Programming 6/22-12/22-$0--
MIGUEL A GOMEZVP Of Recruitment 1/23-5/23-$0--
BRADLEY T MILLSVP Of Recruitment 6/22-12/22-$0--
Filing and Contact Details

Filer

Filer Name
Beta Theta Pi Fraternity
EIN
81-0680957
Phone
5132732229
Address
11200 SW 8TH STREET GC2240, MIAMI, FL 33199

Signing Officer

Name
Lucas Caraher
Title
Treasurer
Phone
5132732229
Signed
2024-08-18
Discuss with paid preparer
Yes

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-ez, Part I, Line 8 - Other Revenue

Description: interest. Amount: 29.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: social activities. Amount: 7,982. Description: bank and credit card fees. Amount: 2,413. Description: other. Amount: 1,143. Description: national dues. Amount: 39,679. Description: grants and scholarships. Amount: 2,000. Total to form 990-ez, line 16: 53,217.

Form 990-ez, Part II, Line 24 - Other Assets

Description: member receivable. Beg. Of year amount: 54,272. End of year amount: 49,277.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: deferred revenue. Beg. Of year amount: 54,272. End of year amount: 49,277.

Raw XML Appendix171 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum05132732229
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011200 SW 8TH STREET GC2240
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MIAMI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033199
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038075
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036055
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-2020
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt092347
IRS990EZ/Form990TotalAssetsGrp/EOYAmt085332
IRS990EZ/GrossReceiptsAmt053423
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038075
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036055
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038075
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036055
IRS990EZ/OccupancyRentUtltsAndMaintAmt02226
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ARIAN M MONZON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT D VASQUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ARIAN M MONZON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAMIAN N TAPIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALEJANDRO D ALFONSO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GIOVANNI LUCIANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GREGORY J PANCHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MASON D EVANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8FABIAN PEREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MARK P CARAHER JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MIGUEL A GOMEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11BRADLEY T MILLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT 6/22-12/22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT 12/22-1/23
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT 1/23-5/23
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXECUTIVE VP 1/23-5/23
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF FINANCE 1/23-5/23
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF FINANCE 6/22-12/22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP OF EDUCATION 1/23-5/23
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP OF EDUCATION 6/22-12/22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP OF PROGRAMMING 1/23-5/23
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP OF PROGRAMMING 6/22-12/22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VP OF RECRUITMENT 1/23-5/23
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VP OF RECRUITMENT 6/22-12/22
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt054272
IRS990EZ/OtherAssetsTotalDetail/EOYAmt049277
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt053217
IRS990EZ/OtherRevenueTotalAmt029
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0LOCAL COLLEGIATE CHAPTER OF BETA THETA PI FRANTERNITY. BETA THETA PI FRATERNITY PROMOTES AND DEVELOPS INTELLECT AND CULTURE.
IRS990EZ/ProgramServiceRevenueAmt053394
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ROOM AND BOARD: COST ASSOCIATED WITH RENT AND MEAL PLANS OF LOCAL CHAPTER LIVING FACILITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FRATERNAL, SOCIAL, BROTHERHOOD, AND LEADERSHIP PROGRAMMING FOR MEMBERS: PUT ON EVENTS AND LOCAL PROGRAMMING TO FURTHER THE ORGANIZATIONS SOCIAL PURPOSE AND PROVIDE OPPORTUNITIES TO LIVE OUR CORE VALUES OF MUTUAL AID AND ASSISTANCE, CULTIVATION OF THE INTELLECT, RESPONSIBLE SOCIAL CONDUCT, TRUST, AND INTEGRITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt054272
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt049277
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt055443
IRS990EZ/TotalRevenueAmt053423
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 29.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SOCIAL ACTIVITIES. AMOUNT: 7,982. DESCRIPTION: BANK AND CREDIT CARD FEES. AMOUNT: 2,413. DESCRIPTION: OTHER. AMOUNT: 1,143. DESCRIPTION: NATIONAL DUES. AMOUNT: 39,679. DESCRIPTION: GRANTS AND SCHOLARSHIPS. AMOUNT: 2,000. TOTAL TO FORM 990-EZ, LINE 16: 53,217.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: MEMBER RECEIVABLE. BEG. OF YEAR AMOUNT: 54,272. END OF YEAR AMOUNT: 49,277.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 54,272. END OF YEAR AMOUNT: 49,277.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LUCAS CARAHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05132732229
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BETA THETA PI FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FLORIDA INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0BETA
ReturnHeader/Filer/EIN0810680957
ReturnHeader/Filer/PhoneNum05132732229
ReturnHeader/Filer/USAddress/AddressLine1Txt011200 SW 8TH STREET GC2240
ReturnHeader/Filer/USAddress/CityNm0MIAMI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033199
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351178661
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLUE & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012800 N MERIDIAN ST STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARMEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046032
ReturnHeader/PreparerPersonGrp/PhoneNum03178488920
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANGELA N CRAWFORD CPA
ReturnHeader/ReturnTs02024-09-03T14:19:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.