BETA UPSILON CHI: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BETA UPSILON CHI (EIN 74-2911848)
- Tax period
- 2022-08-01 to 2023-07-31
- Filed
- 2024-06-12
- IRS object ID
- 202401649349301860
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-12T16:09:21-05:00 | ReturnTs |
| Tax Period End | 2023-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 900525804 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAVILLE CPAS AND ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 NORTH PEARL STREET SUITE 1900 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742911848 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETA UPSILON CHI FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BETA | BusinessNameControlTxt |
| Phone | 8005117537 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12650 N BEACH STREET SUITE 114 30 | AddressLine1Txt |
| City | FT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76244 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON HOYT | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8005117537 | PhoneNum |
| Signature | 2024-06-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JASON | PersonFirstNm |
| Person Last | HOYT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KOREY D GREEN CPA | PreparerPersonNm |
| PTIN | P00418128 | PTIN |
| Phone | 2149229727 | PhoneNum |
| Preparation | 2024-06-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JASON HOYT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12650 N BEACH STREET SUITE 114 305 | AddressLine1Txt |
| City | FT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76244 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $828,378 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BETAUPSILONCHI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE PURPOSES OF THE FOUNDATION SHALL BE TO FUNDRAISE AND OTHERWISE SUPPORT THE CHARITABLE, EDUCATIONAL, AND RELIGIOUS ACTIVITIES OF BETA UPSILON CHI FRATERNITY, INC. (THE "FRATERNITY"), AND ITS EFFORTS TO ESTABLISH BROTHERHOOD AND UNITY AMONG MEN BASED ON THE COMMON BOND OF JESUS CHRIST. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 125 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $728,453 | PYContributionsGrantsAmt |
| CY Contributions Grants | $774,488 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,474 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,460 | CYInvestmentIncomeAmt |
| PY Other Revenue | $20,871 | PYOtherRevenueAmt |
| CY Other Revenue | $12,515 | CYOtherRevenueAmt |
| PY Total Revenue | $756,798 | PYTotalRevenueAmt |
| CY Total Revenue | $794,463 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $113,598 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $116,908 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $261,284 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $250,128 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $25,272 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $422,780 | PYOtherExpensesAmt |
| CY Other Expenses | $651,941 | CYOtherExpensesAmt |
| PY Total Expenses | $797,662 | PYTotalExpensesAmt |
| CY Total Expenses | $1,018,977 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$40,864 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$224,514 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $790,640 | TotalAssetsBOYAmt |
| Total Assets EOY | $582,892 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $68,305 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $76,064 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $722,335 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $506,828 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PURPOSES OF THE FOUNDATION SHALL BE TO FUNDRAISE AND OTHERWISE SUPPORT THE CHARITABLE, EDUCATIONAL, AND RELIGIOUS ACTIVITIES OF BETA UPSILON CHI FRATERNITY, INC. (THE "FRATERNITY"), AND ITS EFFORTS TO ESTABLISH BROTHERHOOD AND UNITY AMONG MEN BASED ON THE COMMON BOND OF JESUS CHRIST. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $363,809 | ExpenseAmt |
| Grant | $116,908 | GrantAmt |
| Revenue | $12,515 | RevenueAmt |
| Desc | DEVELOPMENT OF CHRISTIAN BROTHERHOOD OF COLLEGE AGE MEN ON UNIVERSITY CAMPUSES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $187,179 | ExpenseAmt |
| Desc | OFFICER DEVELOPMENT EVENTS1) NATIONAL LEADERSHIP SUMMIT2) PRESIDENTS' CIRCLE3) PLEDGE CAPTAIN CIRCLE | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $128,161 | ExpenseAmt |
| Desc | COR LEADERSHIP RETREAT | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $679,149 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JASON HOYT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8005117537 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12650 N BEACH ST STE 114 305 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76244 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Institutional TrusteeInstitutionalTrusteeInd |
|---|---|---|---|---|---|---|
| JASON HOYT | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $125,573 | $0 | $0 | |
| KYLE KIGHT | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| JOSHUA BROWN | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| CHRISTIAN ELLIS | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| NICK ENGLAND | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| RICK WATERS | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| MATT STRUBLE | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| ERIK BAHR | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| CHRIS GODFREY | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| DAN MILLNER | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| BEN BRANDENBURG | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| TEPERA HOLMAN | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| BRETT WILLIAMS | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| DAVID PEARSON | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $125,573 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $774,488 | AllOtherContributionsAmt |
| Total Contributions | $774,488 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,460 | TotalRevenueColumnAmt |
| Exclusion | $7,460 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $33,816 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $33,915 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$99 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$99 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INSURANCE | 525100 | $10,000 | $10,000 |
| EVENT FEES | 713990 | $2,614 | $2,614 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $12,614 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $794,463 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,515 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,460 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,908 | TotalAmt |
| Program Services | $116,908 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,069 | TotalAmt |
| Program Services | $182,598 | ProgramServicesAmt |
| Management And General | $10,741 | ManagementAndGeneralAmt |
| Fundraising | $21,730 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,541 | TotalAmt |
| Program Services | $13,195 | ProgramServicesAmt |
| Management And General | $776 | ManagementAndGeneralAmt |
| Fundraising | $1,570 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,518 | TotalAmt |
| Program Services | $16,571 | ProgramServicesAmt |
| Management And General | $975 | ManagementAndGeneralAmt |
| Fundraising | $1,972 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,430 | TotalAmt |
| Management And General | $149,430 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,894 | TotalAmt |
| Management And General | $28,894 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,641 | TotalAmt |
| Management And General | $28,641 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,373 | TotalAmt |
| Management And General | $12,373 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,389 | TotalAmt |
| Management And General | $30,389 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,923 | TotalAmt |
| Program Services | $31,923 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,782 | TotalAmt |
| Management And General | $11,782 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,388 | TotalAmt |
| Management And General | $2,388 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| NATIONAL LEADERSHIP DEV | $315,340 | $315,340 | |
| MISCELLANEOUS | $38,167 | $38,167 | |
| CHAPTER EXPENSES | $2,614 | $2,614 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,018,977 | TotalAmt |
| Program Services | $679,149 | ProgramServicesAmt |
| Management And General | $314,556 | ManagementAndGeneralAmt |
| Fundraising | $25,272 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $518,748 | BOYAmt |
| EOY | $279,810 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,893 | BOYAmt |
| EOY | $3,394 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,228 | BOYAmt |
| EOY | $1,023 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,115 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,115 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $262,771 | BOYAmt |
| EOY | $298,665 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $790,640 | BOYAmt |
| EOY | $582,892 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,305 | BOYAmt |
| EOY | $76,064 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,305 | BOYAmt |
| EOY | $76,064 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $385,595 | BOYAmt |
| EOY | $90,649 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $336,740 | BOYAmt |
| EOY | $416,179 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $722,335 | BOYAmt |
| EOY | $506,828 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $790,640 | BOYAmt |
| EOY | $582,892 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$224,514 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,007 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,173,932 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,193,792 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,121,994 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $728,453 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $611,575 | CurrentTaxYearAmt |
| Total | $4,829,746 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,212 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,753 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,449 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,871 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $201,882 | CurrentTaxYearAmt |
| Total | $317,167 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,214,144 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,237,545 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,132,443 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $749,324 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $813,457 | CurrentTaxYearAmt |
| Total | $5,146,913 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,888 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,532 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,875 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87,004 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $121,606 | CurrentTaxYearAmt |
| Total | $304,905 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,888 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,532 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,875 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87,004 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $121,606 | CurrentTaxYearAmt |
| Total | $304,905 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $4,842,008 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,635 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,176 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,154 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,474 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,460 | CurrentTaxYearAmt |
| Total | $25,899 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,635 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,176 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,154 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,474 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,460 | CurrentTaxYearAmt |
| Total | $25,899 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,217,779 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,240,721 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,136,597 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $756,798 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $820,917 | CurrentTaxYearAmt |
| Total | $5,172,812 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93600 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95660 | PublicSupportPY509Pct |
| Investment Income CY | 0.00500 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00330 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,115 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,115 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS | Desc |
| Book Value | $298,665 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $298,665 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PAYROLL LIABILITIES | $5,046 |
| OTHER | $71,018 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $76,064 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $837,385 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $9,007 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $9,007 | RevenueNotReportedAmt |
| Revenue Subtotal | $828,378 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$33,915 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$33,915 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $794,463 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,052,892 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $33,915 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $33,915 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,018,977 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,018,977 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF MERCHANDISE SOLD -33,915. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF MERCHANDISE SOLD 33,915. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | NEED BASED SCHOLARSHIP | GrantTypeTxt |
| Recipient | 292 | RecipientCnt |
| Cash Grant | $116,908 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS TO ORGANIZATIONS ARE MADE TO BETA UPSILON CHI FRATERNITY, INC., WHICH IS MANAGED BY THE GRANTING ORGANIZATION. GRANTS TO INDIVIDUALS ARE MADE DIRECTLY TO THE UNIVERSITY AND ARE DESIGNATED FOR CHAPTER DUES. THE UNIVERSITIES CHOSEN FOR SCHOLARSHIPS ARE DESIGNATED BY THE DONORS OF BETA UPSILON CHI FOUNDATION, INC. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | COPY OF TAX RETURN IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ENFORCEMENT AND MONITORING OF THE CONFLICT OF INTEREST POLICY IS DONE AT THE ANNUAL BOARD MEETING AND PRIOR TO ONBOARDING NEW BOARD MEMBERS. THE CHAIRMAN OF THE BOARD MAINTAINS THIS RESPONSIBILITY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CHAIRMAN APPOINTS A COMMITTEE TO REVIEW COMPENSATION PACKAGES. THE COMMITTEE SOLICITS FEEDBACK FROM OFFICERS AND DIRECTORS AND MAKES A RECOMMENDATION TO THE CHAIRMAN FOR FINAL REVIEW AND IMPLEMENTATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | FORM 990 PART VI SECTION C LINE 19: UPON WRITTEN REQUEST BY THE PUBLIC, THE BOARD OF DIRECTORS WOULD APPROVE THE RELEASE OF REQUESTED GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS THAT WERE REQUESTED. |
| FORM 990, PART XII, LINE 2C: | THE CHAIRMAN APPOINTS A COMMITTEE TO REVIEW THE FINANCIAL STATEMENTS ON AN ANNUAL BASIS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| BETA UPSILON CHI FRATERNITY INC | |||||||||
| 12650 N BEACH STREET SUITE 114 305 | FORT WORTH | TX | 76244 | 020634996 | FRATERNITY | TX | 501(C)(7) | BETA UPSILON CHI INC | 0 |
| BETA UPSILON CHI ALUMNI INC | |||||||||
| 12650 N BEACH STREET SUITE 114 305 | FORT WORTH | TX | 76244 | 811841871 | ALUMNI ORGANIZATION | TX | 501(C)(7) | BETA UPSILON CHI INC | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETA UPSILON CHI FRATERNITY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionTypeTxt |
| Involved | $501 | InvolvedAmt |
| Method Of Amount Determination | FAIR MARKET VALUE | MethodOfAmountDeterminationTxt |
Comments