Civic Intelligence

Beta Theta Pi Fraternity

990EZ • Fiscal year 2022 • EIN 81-0680957

Jun 01, 2021 to May 31, 2022 • Filed on Aug 18, 2024

11200 SW 8th Street Gc2240Miami, FL 33199

(513) 273-2229

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

92nd percentile

0.59x

Higher debt load relative to assets than 92% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

89th percentile

0.55x

Higher debt load relative to revenue than 89% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Net Margin

23rd percentile

-10%

Higher net margin than 23% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Assets

$92,348

No earlier filing loaded for comparison.

Net Assets

$38,076

No earlier filing loaded for comparison.

Liabilities

$54,272

No earlier filing loaded for comparison.

Revenue

$98,225

No earlier filing loaded for comparison.

Expenses

$108,135

No earlier filing loaded for comparison.

Net Income

-$9,910

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2022

Assets$92,348
Liabilities$54,272
Net Assets$38,076

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$98,225
Expenses$108,135
Net Income-$9,910
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Aug 18, 2024
Return Version
2021v4.2
Gross Receipts
$98,225
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-$0--
GIOVANNI LUCIANOVP Of Finance-$0--
ALEXANDER G BALDOMEROVP Of Risk Management-$0--
MARK P CARAHER JRVP Of Programming 12/21-5/22-$0--
CRISTIAN B CRUZRitual Chairman-$0--
MASON D EVANSVP Of Education-$0--
BRADLEY T MILLSVP Of Recruitment-$0--
MATEO SCOTTIVP Of Programming 6/21-12/21-$0--
ANDREA GUGLIELMO TELESFOROVP Of Brotherhood-$0--
ROBERT D VASQUEZHistorian/Archivist-$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: 2.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: live like bella childhood cancer foundation. Amount given: 10,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: american cancer society. Amount given: 5,000. Total included on form 990-ez, line 10: 15,000.

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

Description: social activities. Amount: 34,089. Description: bank and credit card fees. Amount: 6,024. Description: other. Amount: 1,176. Description: national dues. Amount: 50,394. Total to form 990-ez, line 16: 91,683.

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

Description: member receivable. Beg. Of year amount: 0. End of year amount: 54,272.

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

Description: deferred revenue. Beg. Of year amount: 0. End of year amount: 54,272.

Raw XML Appendix170 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/BOYAmt047986
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038076
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt02415
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-9910
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt047986
IRS990EZ/Form990TotalAssetsGrp/EOYAmt092348
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015000
IRS990EZ/GrossReceiptsAmt098225
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt047986
IRS990EZ/NetAssetsOrFundBalancesEOYAmt038076
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt047986
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt038076
IRS990EZ/OccupancyRentUtltsAndMaintAmt01452
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/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/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/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/PersonNm0ARIAN M MONZON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GIOVANNI LUCIANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALEXANDER G BALDOMERO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARK P CARAHER JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CRISTIAN B CRUZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MASON D EVANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRADLEY T MILLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MATEO SCOTTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ANDREA GUGLIELMO TELESFORO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ROBERT D VASQUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP OF FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP OF RISK MANAGEMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF PROGRAMMING 12/21-5/22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4RITUAL CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF EDUCATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP OF RECRUITMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP OF PROGRAMMING 6/21-12/21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP OF BROTHERHOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9HISTORIAN/ARCHIVIST
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt054272
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt091683
IRS990EZ/OtherRevenueTotalAmt02
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0LOCAL COLLEGIATE CHAPTER OF BETA THETA PI FRANTERNITY. BETA THETA PI FRATERNITY PROMOTES AND DEVELOPS INTELLECT AND CULTURE.
IRS990EZ/ProgramServiceRevenueAmt095808
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/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt054272
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0108135
IRS990EZ/TotalRevenueAmt098225
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: LIVE LIKE BELLA CHILDHOOD CANCER FOUNDATION. AMOUNT GIVEN: 10,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: AMERICAN CANCER SOCIETY. AMOUNT GIVEN: 5,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 15,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: SOCIAL ACTIVITIES. AMOUNT: 34,089. DESCRIPTION: BANK AND CREDIT CARD FEES. AMOUNT: 6,024. DESCRIPTION: OTHER. AMOUNT: 1,176. DESCRIPTION: NATIONAL DUES. AMOUNT: 50,394. TOTAL TO FORM 990-EZ, LINE 16: 91,683.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: MEMBER RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 54,272.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 54,272.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 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/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/ReturnTs02024-09-03T14:22:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings