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

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

91st percentile

0.58x

Higher debt load relative to assets than 91% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

94th percentile

0.92x

Higher debt load relative to revenue than 94% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2023

Net Margin

32nd percentile

-3.8%

Higher net margin than 32% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2023

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

32nd percentile

-7.6%

Faster asset growth than 32% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-46%

Faster revenue growth than 9% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets91st percentile

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
Liabilities / Revenue94th percentileNet Margin32nd percentile

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

Asset Growth32nd percentile

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
Open 2023 Filing

Operations Trend

Revenue Growth9th percentile

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
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$85,332
Liabilities
$49,277
Net assets
$36,055
Revenue
$53,423
Expenses
$55,443
Net income
-$2,020
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.49$0.36$0.53$0.55$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.92$0.54$0.38$0.98$1.08$0.10
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
Top Officer Pay94th percentile

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.

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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.
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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
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ReturnHeader/ReturnTs02024-09-03T14:19:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
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No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)7 • <$500k nonprofits