BETA THETA PI FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BETA THETA PI FOUNDATION (EIN 80-0296934)
- Tax period
- 2021-06-01 to 2022-05-31
- Filed
- 2023-04-11
- IRS object ID
- 202301019349300835
- Schema version
- 2021v4.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-11T18:49:34-05:00 | ReturnTs |
| Tax Period End | 2022-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351178661 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12800 N MERIDIAN ST STE 400 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800296934 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETA THETA PI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BETA | BusinessNameControlTxt |
| Phone | 5135237591 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5134 BONHAM ROAD | AddressLine1Txt |
| City | OXFORD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45056 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF RUNDLE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5135237591 | PhoneNum |
| Signature | 2023-04-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFF | PersonFirstNm |
| Person Last | RUNDLE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANGELA N CRAWFORD CPA | PreparerPersonNm |
| PTIN | P00573197 | PTIN |
| Phone | 3178488920 | PhoneNum |
| Preparation | 2023-04-10 | 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 | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFF RUNDLE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5134 BONHAM ROAD | AddressLine1Txt |
| City | OXFORD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,706,522 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BETATHETAPI.ORG/FOUNDATION.HTML | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2010 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | THE PRINCIPAL PURPOSE OF THE ORGANIZATION, HEREINAFTER REFERRED TO AS THE FOUNDATION, SHALL BE TO FOSTER THE CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES OF BETA THETA PI. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 35 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,956,803 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,988,531 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $820,416 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,451,778 | CYInvestmentIncomeAmt |
| PY Other Revenue | $237,577 | PYOtherRevenueAmt |
| CY Other Revenue | $263,414 | CYOtherRevenueAmt |
| PY Total Revenue | $5,014,796 | PYTotalRevenueAmt |
| CY Total Revenue | $6,703,723 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,900,150 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,267,192 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $959,709 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $988,948 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $74,390 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $87,453 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $439,038 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $364,961 | PYOtherExpensesAmt |
| CY Other Expenses | $591,299 | CYOtherExpensesAmt |
| PY Total Expenses | $4,299,210 | PYTotalExpensesAmt |
| CY Total Expenses | $4,934,892 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $715,586 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,768,831 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $34,060,012 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,085,697 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $650,397 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $841,725 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $33,409,615 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $32,243,972 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE PRINCIPAL PURPOSE OF THE ORGANIZATION, HEREINAFTER REFERRED TO AS THE FOUNDATION, SHALL BE TO FOSTER THE CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES OF BETA THETA PI. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,264,405 | ExpenseAmt |
| Grant | $1,534,287 | GrantAmt |
| Desc | THE ORGANIZATION PROVIDES EDUCATIONAL GRANTS TO ORGANIZATIONS THAT FURTHER THE FOUNDATION'S MISSION, AS WELL AS PROVIDE TUITION SCHOLARSHIPS TO INDIVIDUALS ATTENDING INSTITUTIONS OF HIGHER EDUCATION IN NORTH AMERICA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $315,598 | ExpenseAmt |
| Grant | $315,598 | GrantAmt |
| Desc | TUITION SCHOLARSHIPS WERE AWARDED FOR STUDENTS TO ATTEND A NORTH AMERICAN COLLEGE OR UNIVERSITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,417,307 | ExpenseAmt |
| Grant | $1,417,307 | GrantAmt |
| Desc | DESIGNATED EDUCATIONAL AREA GRANTS ARE AVAILABLE FROM RESTRICTED CHAPTER FUNDS AND CAN COVER THE COST OF CONSTRUCTION OR RENOVATION OF EDUCATIONAL AREAS IN THE CHAPTER HOUSE SUCH AS THE LIBRARY, STUDY ROOM, COMPUTER ROOM, AS WELL AS EDUCATIONAL FURNISHINGS, INCLUDING COMPUTER EQUIPMENT AND INTERNET ACCESS. OPERATIONAL GRANTS ARE ALSO AVAILABLE FROM RESTRICTED CHAPTER FUNDS IN SUBSEQUENT YEARS TO COVER THE EXPENSES RELATED TO OPERATING THESE EDUCATIONAL AREAS ANNUALLY | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,997,310 | 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 | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | Yes (1) | 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 | 0 | EmployeeCnt |
| 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | 0 | LocalChaptersInd |
| 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF RUNDLE | PersonNm |
| Phone | 5135237591 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5134 BONHAM ROAD | AddressLine1Txt |
| City | OXFORD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45056 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| FEINSTEIN MICHEAL G | |||||||
| CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GROVES RANDALL D | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BHATT STAVAN R | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BICKFORD MICHAEL A | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARMICHAEL ARTHUR C JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHIAO KARL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DARROW PETER N | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FLANAGAN JEFFREY M | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GROTJAN SCOTT E | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HAINES ZACHARY T | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MIRE KENT R | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| OLVER THOMAS C | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PIERCE FREDERICK W IV | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PURINTON P THOMAS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REEVES THOMAS R | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SABOL RICHARD A | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RUNDLE JEFF | |||||||
| EXECUTIVE DIRECTOR | 10.00 | Yes (X) | $0 | $257,519 | $36,004 | 30.00 | |
| ORMSBY URI | |||||||
| CHIEF FINANCIAL OFFICER | 10.00 | Yes (X) | $0 | $96,607 | $26,706 | 30.00 | |
| FERNANDEZ PHIL | |||||||
| CHIEF FOUNDATION OFFICER | 36.00 | Yes (X) | $0 | $126,437 | $34,181 | 4.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $480,563 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $96,891 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $188,587 | MembershipDuesAmt |
| All Other Contributions | $3,799,944 | AllOtherContributionsAmt |
| Noncash Contributions | $525,565 | NoncashContributionsAmt |
| Total Contributions | $3,988,531 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,417,532 | TotalRevenueColumnAmt |
| Exclusion | $1,417,532 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $243,335 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $243,335 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $243,335 | TotalRevenueColumnAmt |
| Exclusion | $243,335 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,034,246 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,034,246 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,034,246 | TotalRevenueColumnAmt |
| Exclusion | $1,034,246 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $35 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,799 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,764 | TotalRevenueColumnAmt |
| Exclusion | -$2,764 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BAD DEBT RECOVERY | Desc |
| Business | 900999 | BusinessCd |
| Total Revenue Column | $22,843 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,843 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $22,843 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,703,723 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,843 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,692,349 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,951,594 | TotalAmt |
| Program Services | $2,951,594 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,598 | TotalAmt |
| Program Services | $315,598 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,321 | TotalAmt |
| Program Services | $108,176 | ProgramServicesAmt |
| Management And General | $52,800 | ManagementAndGeneralAmt |
| Fundraising | $63,345 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $732,369 | TotalAmt |
| Program Services | $353,075 | ProgramServicesAmt |
| Management And General | $172,400 | ManagementAndGeneralAmt |
| Fundraising | $206,894 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,680 | TotalAmt |
| Program Services | $14,309 | ProgramServicesAmt |
| Management And General | $6,986 | ManagementAndGeneralAmt |
| Fundraising | $8,385 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,578 | TotalAmt |
| Program Services | $1,243 | ProgramServicesAmt |
| Management And General | $607 | ManagementAndGeneralAmt |
| Fundraising | $728 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,321 | TotalAmt |
| Program Services | $13,321 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,334 | TotalAmt |
| Management And General | $2,334 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,453 | TotalAmt |
| Fundraising | $87,453 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,491 | TotalAmt |
| Management And General | $74,491 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,500 | TotalAmt |
| Program Services | $33,801 | ProgramServicesAmt |
| Management And General | $12,699 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241 | TotalAmt |
| Program Services | $241 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,006 | TotalAmt |
| Program Services | $66,651 | ProgramServicesAmt |
| Management And General | $83,355 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,107 | TotalAmt |
| Program Services | $11,732 | ProgramServicesAmt |
| Management And General | $27,375 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,817 | TotalAmt |
| Program Services | $8,468 | ProgramServicesAmt |
| Management And General | $6,586 | ManagementAndGeneralAmt |
| Fundraising | $3,763 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,249 | TotalAmt |
| Program Services | $31,362 | ProgramServicesAmt |
| Fundraising | $16,887 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,427 | TotalAmt |
| Program Services | $19,128 | ProgramServicesAmt |
| Fundraising | $10,299 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64 | TotalAmt |
| Management And General | $64 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,358 | TotalAmt |
| Program Services | $60,461 | ProgramServicesAmt |
| Management And General | $53,743 | ManagementAndGeneralAmt |
| Fundraising | $20,154 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,759 | TotalAmt |
| Program Services | $5,742 | ProgramServicesAmt |
| Management And General | $5,104 | ManagementAndGeneralAmt |
| Fundraising | $1,913 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| FUNDRAISING EXPENSES | $19,217 | $19,217 | |
| MISCELLANEOUS | $2,408 | $2,408 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,934,892 | TotalAmt |
| Program Services | $3,997,310 | ProgramServicesAmt |
| Management And General | $498,544 | ManagementAndGeneralAmt |
| Fundraising | $439,038 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31 | BOYAmt |
| EOY | $31 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,877,049 | BOYAmt |
| EOY | $5,471,502 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $552,154 | BOYAmt |
| EOY | $318,600 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,523 | BOYAmt |
| EOY | $16,673 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $180,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,549,747 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,368,339 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,931,955 | BOYAmt |
| EOY | $2,181,408 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,694,300 | BOYAmt |
| EOY | $24,917,483 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,060,012 | BOYAmt |
| EOY | $33,085,697 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,096 | BOYAmt |
| EOY | $340,364 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313,301 | BOYAmt |
| EOY | $501,361 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $650,397 | BOYAmt |
| EOY | $841,725 | 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 | $10,559,442 | BOYAmt |
| EOY | $10,140,598 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,850,173 | BOYAmt |
| EOY | $22,103,374 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,409,615 | BOYAmt |
| EOY | $32,243,972 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,060,012 | BOYAmt |
| EOY | $33,085,697 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,768,831 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,934,474 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,449,358 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,742,266 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,469,387 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,956,803 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,988,531 | CurrentTaxYearAmt |
| Total | $20,606,345 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,449,358 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,742,266 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,469,387 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,956,803 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,988,531 | CurrentTaxYearAmt |
| Total | $20,606,345 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,081,748 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,524,597 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,215,409 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,288,034 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,058,632 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $953,690 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,660,867 | CurrentTaxYearAmt |
| Total | $7,176,632 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $149,136 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,348 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $22,843 | CurrentTaxYearAmt |
| Total | $173,347 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $27,956,324 | TotalSupportAmt |
| Public Support CY170 | 0.69840 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72140 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,374,486 | BeginningYearBalanceAmt |
| Contributions | $412,351 | ContributionsAmt |
| Investment Earnings Or Losses | -$380,239 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $845,773 | OtherExpendituresAmt |
| End Year Balance | $22,560,825 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,551,390 | BeginningYearBalanceAmt |
| Contributions | $315,644 | ContributionsAmt |
| Investment Earnings Or Losses | $6,481,884 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $974,432 | OtherExpendituresAmt |
| End Year Balance | $23,374,486 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,792,486 | BeginningYearBalanceAmt |
| Contributions | $133,948 | ContributionsAmt |
| Investment Earnings Or Losses | -$563,689 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $811,355 | OtherExpendituresAmt |
| End Year Balance | $17,551,390 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,733,656 | BeginningYearBalanceAmt |
| Contributions | $195,207 | ContributionsAmt |
| Investment Earnings Or Losses | -$293,693 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $842,684 | OtherExpendituresAmt |
| End Year Balance | $18,792,486 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,589,113 | BeginningYearBalanceAmt |
| Contributions | $485,329 | ContributionsAmt |
| Investment Earnings Or Losses | $1,551,444 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $892,230 | OtherExpendituresAmt |
| End Year Balance | $19,733,656 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.28576 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.40656 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.30768 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $107,933 | OtherCostOrOtherBasisAmt |
| Book Value | $107,933 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,584,787 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,542,403 | DepreciationAmt |
| Book Value | $2,042,384 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $857,027 | OtherCostOrOtherBasisAmt |
| Depreciation | $825,936 | DepreciationAmt |
| Book Value | $31,091 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,181,408 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO RELATED PARTY | $315,298 |
| ANNUITIES PAYABLE | $186,063 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $501,361 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,674,714 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,934,474 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $2,799 | OtherRevenueAmt |
| Revenue Not Reported | -$2,931,675 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,606,389 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $74,491 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $22,843 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $97,334 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,703,723 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,840,357 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,799 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,799 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,837,558 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $74,491 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $22,843 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $97,334 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,934,892 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUND AND FUNDS DESIGNATED BY THE GOVERNING BODY TO FUNCTION AS ENDOWMENTS (BOARD-DESIGNATED ENDOWMENT FUNDS). THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS AND OTHER ITEMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED ENDOWMENT FUNDS THE FOUNDATION MUST HOLD IN PERPETUITY OR FOR DONOR-SPECIFIED PERIODS, AS WELL AS THOSE OF BOARD-DESIGNATED ENDOWMENT FUNDS. UNDER THE FOUNDATION'S POLICIES, ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRODUCE RESULTS THAT EXCEED THE NEED FOR INCOME TO FUND GRANTS THAT SUPPORT SCHOLARSHIPS AND LEADERSHIP PROGRAMMING WHILE ASSUMING LEVELS OF INVESTMENT RISK BASED ON EACH ENDOWMENT'S RISK TOLERANCE AND TIME HORIZON. |
| PART X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF MAY 31, 2022 AND 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOOD SOLD 2,799. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | BAD DEBT RECOVERY 22,843. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOOD SOLD 2,799. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | BAD DEBT RECOVERY 22,843. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GABRIEL GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3190 RIDER TRAIL SOUTH | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DIRECT MAIL | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $340,047 | GrossReceiptsAmt |
| Retained By Contractor | $86,603 | RetainedByContractorAmt |
| Net To Organization | $253,444 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $340,047 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $86,603 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $253,444 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| AFA FOUNDATION | ||||||||
| 8741 FOUNDERS ROAD INDIANAPOLIS | INDIANAPOLIS | IN | 46268 | 351920532 | 501(C)3 | $11,500 | $0 | EDUCATIONAL SUPPORT FOR THE FRATERNITY ADVISOR COMMUNITY |
| BETA MU HOUSE CORPORATION | ||||||||
| 36 PLEASANT HILL COURT | CICERO | IN | 46304 | 356044125 | 501(C)7 | $67,650 | $0 | DESIGNATED EDUCATIONAL AREA GRANT |
| BETA THETA PI BUILDING CORPORATION | ||||||||
| 6506 S LEWIS STE 175 | TULSA | OK | 74136 | 736112916 | 501(C)7 | $39,503 | $0 | DESIGNATED EDUCATIONAL AREA GRANT |
| BETA THETA PI CORPORATION OF OKLAHOMA | ||||||||
| 324 NORTH ROBINSON AVENUE | OKLAHOMA CITY | OK | 73102 | 736103379 | 501(C)7 | $660,000 | $0 | DESIGNATED EDUCATIONAL AREA GRANT |
| FOREVER ALPHA COMPANY | ||||||||
| 725 E CHESTNUT STREET | OXFORD | OH | 45056 | 310215990 | 501(C)7 | $257,000 | $0 | DESIGNATED EDUCAITON AREA GRANT |
| GAMMA DELTA BUILDING ASSOCIATION | ||||||||
| 6115 S DEARBORN ROAD | SPOKANE | WA | 99223 | 916053971 | 501(C)7 | $453,569 | $0 | DESIGNATED EDUCATION AREA GRANT |
| GAMMA ETA ASSOCIATION | ||||||||
| 5044 DENTON CIRCLE | PEACHTREE CORNERS | GA | 30092 | 582067861 | 501(C)7 | $7,235 | $0 | DESIGNATED EDUCATIONAL AREA GRANT |
| BETA THETA PI FRATERNITY | ||||||||
| 5134 BONHAM ROAD | OXFORD | OH | 45056 | 310531047 | 501(C)7 | $912,162 | $0 | LEADERSHIP DEVELOPMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 7 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| MERIT SCHOLARSHIPS | 147 | $70,150 |
| NEED BASED SCHOLARSHIPS | 294 | $178,048 |
| MEN OF PRINCIPLE | 67 | $67,400 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE BETA THETA PI FOUNDATION BOARD OF DIRECTORS APPROVES ANNUAL WRITTEN GRANT REQUESTS TO SUPPORT WORTHY EDUCATIONAL PROGRAMS THAT DEMONSTRATE ADVANCEMENT OF EDUCATIONAL GOALS THROUGH IDENTIFIED OUTCOMES AND METRICS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | Yes (1) | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RUNDLE JEFF | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $173,636 | $0 | $83,883 | $0 | $0 | $0 | $17,400 | $0 | $18,604 | $0 | $293,523 | $0 | $0 |
| FERNANDEZ PHIL | ||||||||||||||
| CHIEF FOUNDATION OFFICER | $0 | $116,604 | $0 | $9,833 | $0 | $0 | $0 | $15,704 | $0 | $18,477 | $0 | $160,618 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | COMPENSATION IS PAID BY A RELATED ORGANIZATION, BETA THETA PI FRATERNITY. THE BOARD OF TRUSTEES OF THE BETA THETA PI FRATERNITY, THROUGH THE GENERAL SECRETARY, CONDUCTED AN ANNUAL PERFORMANCE AND COMPENSATION REVIEW FOR THE EXECUTIVE DIRECTOR BASED UPON THE TERMS OF THE EXECUTIVE DIRECTOR'S EMPLOYMENT CONTRACT. THE TRUSTEES REVIEWING THE EXECUTIVE COMPENSATION WERE NOT RELATED TO ANY OTHER TRUSTEE OR EXECUTIVE BY FAMILY OF BUSINESS CONNECTION. BOARD LEADERSHIP ANNUALLY REVIEWS OTHER PEER ORGANIZATIONS 990'S TO DETERMINE COMPENSATION FOR THE EXECUTIVE DIRECTOR |
| PART I, LINE 5 | THE PERCENTAGE OF THE EXECUTIVE DIRECTOR'S BONUS IS DETERMINED BASED UPON HIS ANNUAL PERFORMANCE AGAINST STATED STRATEGIC, OPERATIONAL AND FINANCIAL GOALS ACROSS THE ASSOCIATED ENTITIES. PROGRESS AGAINST THOSE GOALS IS ASSESSED DURING HIS ANNUAL REVIEW WITH THE FRATERNITY TRUSTEES. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $525,565 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE HIGH AND LOW | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | DONATIONS OF PUBLICLY TRADED STOCK ARE PROCESSED BY THE ORGANIZATION'S INVESTMENT ADVISOR. SECURITIES OUTSIDE OF THE ORGANIZATION'S PORTFOLIO ARE SOLD AND PROCEEDS ARE INVESTED ACCORDING TO THE INVESTMENT POLICY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FOUNDATION TREASURER (AUDIT COMMITTEE CHAIR) REVIEWS THE FORM 990 AND ASKS STAFF TO EMAIL IT TO THE REMAINDER OF THE BOARD FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS AND STAFF ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. IF A CONFLICT OCCURS, THE BOARD CHAIRMAN AND THE EXECUTIVE DIRECTOR ARE INFORMED AND THE CONFLICT IS WORKED THROUGH. NO CONFLICTS WERE NOTED FOR THE CURRENT YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF TRUSTEES OF THE BETA THETA PI FRATERNITY REVIEWED AND APPROVED THE COMPENSATION FOR ITS EXECUTIVE DIRECTOR IN 2018 AND IT IS REVIEWED ANNUALLY. THE BOARD MEMBERS REVIEWING THE EXECUTIVE COMPENSATION WERE NOT RELATED TO ANY OF THE BOARD OR DIRECTORS BY FAMILY OR BUSINESS CONNECTION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. |
| FORM 990 PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| BETA THETA PI FRATERNITY | ||||||||||
| 5134 BONHAM RD | OXFORD | OH | 45056 | 310531047 | PROMOTE AND DEVELOP INTELLECT AND CULTURE | OH | 501(C)(7) | N/A | 0 | |
| BETA THETA PI GENERAL FRATERNITY HOUSE CORPORATION | ||||||||||
| 5134 BONHAM RD | OXFORD | OH | 45056 | 823026729 | FRATERNITY HOUSING CORPORATION | OH | 501(C)(7) | Yes (1) | BETA THETA PI FRATERNITY | |
| STAFF PROPERTIES OXFORD | ||||||||||
| 5134 BONHAM RD | OXFORD | OH | 45056 | 833408534 | TITLE HOLDING COMPANY | OH | 501(C)(2) | Yes (1) | BETA THETA PI GENERAL FRATERNITY HOUSE CORPORATION | |
| 219 CHURCH STREET | ||||||||||
| 5134 BONHAM RD | OXFORD | OH | 45056 | 833460457 | TITLE HOLDING COMPANY | OH | 501(C)(2) | Yes (1) | BETA THETA PI GENERAL FRATERNITY HOUSE CORPORATION | |
| 930 LEM MORRISON DRIVE AUBURN | ||||||||||
| 5134 BONHAM RD | OXFORD | OH | 45056 | 863173707 | TITLE HOLDING COMPANY | OH | 501(C)(2) | Yes (1) | BETA THETA PI GENERAL FRATERNITY HOUSE CORPORATION | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BETA THETA PI FRATERNITY | ||
| B | $912,162 | COST |
| BETA THETA PI FRATERNITY | ||
| J | $243,335 | COST |
Comments