Civic Intelligence

Beta Theta Pi Fraternity

990 • Fiscal year 2018 • EIN 93-0123650

Sep 01, 2017 to Aug 31, 2018 • Filed on Sep 15, 2018

1699 Oak StEugene, OR 97401

(541) 484-7394

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

52nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Net Margin

16th percentile

-14%

Higher net margin than 16% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

3rd percentile

-73%

Faster asset growth than 3% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-45%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$6,160

Down $16,523 (-73%) from 2017

Net Assets

Down

$6,160

Down $16,523 (-73%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$116,552

Down $95,520 (-45%) from 2017

Expenses

Down

$133,075

Down $67,118 (-34%) from 2017

Net Income

Down

-$16,523

Down $28,402 (-239%) from 2017

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2011: $8,203Liabilities 2011: $0Net Assets 2011: $8,2032011Assets 2012: $6,463Liabilities 2012: $91Net Assets 2012: $6,3722012Assets 2013: $8,084Liabilities 2013: $0Net Assets 2013: $8,0842013Assets 2014: $1,491Liabilities 2014: $0Net Assets 2014: $1,4912014Assets 2015: $10,177Liabilities 2015: $0Net Assets 2015: $10,1772015Assets 2016: $10,804Liabilities 2016: $0Net Assets 2016: $10,8042016Assets 2017: $22,683Liabilities 2017: $0Net Assets 2017: $22,6832017Assets 2018: $6,160Liabilities 2018: $0Net Assets 2018: $6,1602018

Highlighted filing

2018

Assets$6,160
Liabilities$0
Net Assets$6,160

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $220,1352011Expenses 2012: $262,1962012Revenue 2013: $320,388Expenses 2013: $318,768Net Income 2013: $1,6202013Revenue 2014: $327,329Expenses 2014: $333,923Net Income 2014: -$6,5942014Revenue 2015: $385,300Expenses 2015: $376,613Net Income 2015: $8,6872015Revenue 2016: $425,141Expenses 2016: $424,514Net Income 2016: $6272016Revenue 2017: $212,072Expenses 2017: $200,193Net Income 2017: $11,8792017Revenue 2018: $116,552Expenses 2018: $133,075Net Income 2018: -$16,5232018

Highlighted filing

2018

Revenue$116,552
Expenses$133,075
Net Income-$16,523
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Sep 15, 2018
Return Version
2017v2.2
Gross Receipts
$116,552
Mission and Program Overview

Mission

STUDENT HOUSING

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$22,683$6,160▼ $16,523
Rtn Earn Endowment Incm Other Fnds$22,683$6,160▼ $16,523
Total Assets$22,683$6,160▼ $16,523
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$22,683$6,160▼ $16,523
Total Liabilities and Net Assets / Fund Balance$22,683$6,160▼ $16,523
Compensation and Service Providers

Board Members and Trustees

NameTitle
Barclay GraysonOfficer
Brandt BuntingOfficer
David RaeOfficer
Kyle PlittOfficer
William SchaubOfficer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$116,552
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-16,523
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$133,075
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$53,862$0$0$53,862
Fees for Services Accounting$0$11,805$0$11,805
Insurance$6,868$0$0$6,868
Other Expenses$5,953$0$0$5,953
Total Functional Expenses$121,270$11,805$0$133,075
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Beta Theta Pi Fraternity
EIN
93-0123650
Phone
5414847394
Address
1699 Oak St, EUGENE, OR 97401

Signing Officer

Name
Barclay Grayson
Title
Treasurer
Phone
5414847394
Signed
2018-09-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barclay Grayson
Formed
1909
Legal Domicile
Or
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Bottomline Mark Peterman
Address
1699 OAK ST, EUGENE, OR 97401-4022
Preparer
Mark a Peterman
Phone
5414847394
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

990 tax return is provided by request

Form 990, Part IX, Line 24E

Dorm fee 4575. 4575. 0. 0.

Form 990, Part IX, Line 24E

Repairs 21058. 21058. 0. 0.

Form 990, Part IX, Line 24E

SUPPLIES 968. 968. 0. 0.

Form 990, Part IX, Line 24E

Brotherhood 4446. 4446. 0. 0.

Form 990, Part IX, Line 24E

RENT 20000. 20000. 0. 0.

Form 990, Part IX, Line 24E

Bank charges 304. 304. 0. 0.

Form 990, Part IX, Line 24E

Satelite/internet 1591. 1591. 0. 0.

Form 990, Part IX, Line 24E

FEES 920. 920. 0. 0.

Raw XML Appendix286 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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ReturnHeader/FilingSecurityInformation/IPTm009:55:07
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ReturnHeader/ReturnTs02018-09-21T09:55:14-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

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Filings