TAU BETA ASSOCIATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: TAU BETA ASSOCIATION (EIN 38-1359594)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-14
IRS object ID: 202313189349302701
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
Form 990
Schedule A
Schedule G
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-14T06:24:39-08:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	381446628	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DYKEMA GOSSETT PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	39577 WOODWARD AVE STE 300	AddressLine1Txt
City	BLOOMFIELD HILLS	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48304	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	381359594	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TAU BETA ASSOCIATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	TAUB	BusinessNameControlTxt
Phone	3136820860	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	31 Briarwood Place	AddressLine1Txt
City	Grosse Pointe Farms	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48236	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ANNE UGVAL	PersonNm
Person Title	Treasurer	PersonTitleTxt
Signature	2023-11-14	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ANNE	PersonFirstNm
Person Last	UGVAL	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Victoria E Remus	PreparerPersonNm
PTIN	P01903282	PTIN
Phone	2482030700	PhoneNum

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
Federated Assurance Level	FAL1	FederatedAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	31 Briarwood Place	AddressLine1Txt
City	Grosse Pointe Farms	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48236	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$413,998	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.taubeta.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1919	FormationYr
Legal Domicile State	MI	LegalDomicileStateCd
Activity Or Mission	To Provide volunteers and support to children's charities, including the Children's Center of Detroit, and other qualifying organizations working on behalf of residents of Southeastern Michigan.	ActivityOrMissionDesc
Voting Members Governing Body	46	VotingMembersGoverningBodyCnt
Voting Members Independent	46	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	120	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$45,568	PYContributionsGrantsAmt
CY Contributions Grants	$45,605	CYContributionsGrantsAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$162,256	PYInvestmentIncomeAmt
CY Investment Income	$128,992	CYInvestmentIncomeAmt
PY Other Revenue	$130,439	PYOtherRevenueAmt
CY Other Revenue	$176,010	CYOtherRevenueAmt
PY Total Revenue	$338,263	PYTotalRevenueAmt
CY Total Revenue	$350,607	CYTotalRevenueAmt
PY Grants And Similar Paid	$188,800	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$198,748	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$37,427	PYOtherExpensesAmt
CY Other Expenses	$18,279	CYOtherExpensesAmt
PY Total Expenses	$226,227	PYTotalExpensesAmt
CY Total Expenses	$217,027	CYTotalExpensesAmt
PY Revenues Less Expenses	$112,036	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$133,580	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,237,662	TotalAssetsBOYAmt
Total Assets EOY	$2,371,242	TotalAssetsEOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$2,237,662	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$2,371,242	NetAssetsOrFundBalancesEOYAmt
Mission	To Provide volunteers and support to children's charities, including the Children's Center of Detroit, and other qualifying organizations working on behalf of residents of Southeastern Michigan. With respect to the work of Tau Beta does with children and families, its goal is to provide at-risk children and their families with the additional tools and resources they need to be succcessful in the world.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$198,748	ExpenseAmt
Grant	$197,242	GrantAmt
Revenue	$285,006	RevenueAmt
Desc	In 2021, Tau Beta focused its volunteers on assisting at risk children and families in Detroit by working closely with Children's Center of Detroit (the "Center"). No one program that a Tau Beta member participates in is more important than another, no Tau Beta member receives compensation for his or her service at the Center and no records are kept to breakdown expenses for any particular project.	Desc
Total Program Service Expenses	$198,748	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	false	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	false	BackupWthldComplianceInd
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Form8282 Filed	0	Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind	false	Form8899Filedind
Form1098 C Filed	false	Form1098CFiledInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	46	GoverningBodyVotingMembersCnt
Independent Voting Member	46	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	ANNE UGVAL	PersonNm
Phone	3136820860	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	31 Briarwood Place	AddressLine1Txt
City	GROSSE POINTE FARMS	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48236	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
PATTI THEROS
President	6.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
CHIN RIVARD
VP-ASSOCIATION	2.50	0.00	Yes (X)	Yes (X)	$0	$0	$0
KELLEY MUZINGO
VP-FOCUS AREA	2.50	0.00	Yes (X)	Yes (X)	$0	$0	$0
ANNE UGVAL
Treasurer	2.50	0.00	Yes (X)	Yes (X)	$0	$0	$0
JEN WELSH
Corr. Secretary	1.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
KELLI UNKEL
REC. SECRETARY	1.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
LIZ OTTOWAY
FINANCE	1.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
ANN BAXTER
2022 TRUSTEE	0.00	0.00	Yes (X)		$0	$0	$0
PATSY GOTFREDSON
2022 TRUSTEE	0.00	0.00	Yes (X)		$0	$0	$0
VICKEY LIGGETT
2022 TRUSTEE	0.00	0.00	Yes (X)		$0	$0	$0
LIBBY SCHUDEL
2022 TRUSTEE	0.00	0.00	Yes (X)		$0	$0	$0
GINGER HRTANEK
2023 TRUSTEE	0.00	0.00	Yes (X)		$0	$0	$0
ANNE RAHN
2023 TRUSTEE	0.00	0.00	Yes (X)		$0	$0	$0
CATHERINE SHELL
2023 TRUSTEE	0.00	0.00	Yes (X)		$0	$0	$0
DEBBIE GROB
2024 TRUSTEE	0.00	0.00	Yes (X)		$0	$0	$0
MARY FARLEY
2024 TRUSTEE	0.00	0.00	Yes (X)		$0	$0	$0
YOLANDA TURNER
2024 TRUSTEE	0.00	0.00	Yes (X)		$0	$0	$0
MO FOLLIS
2024 TRUSTEE	0.00	0.00	Yes (X)		$0	$0	$0
NANCY COTTON
2025 TRUSTEE	0.00	0.00	Yes (X)		$0	$0	$0
JENNY FRUEHAUF
2025 TRUSTEE	0.00	0.00	Yes (X)		$0	$0	$0
GRETCHEN HIGBIE
2025 TRUSTEE	0.00	0.00	Yes (X)		$0	$0	$0
CHRISTY WARREN
2025 TRUSTEE	0.00	0.00	Yes (X)		$0	$0	$0
JANE REUTHER
LIFETIME TTEE	0.00	0.00	Yes (X)		$0	$0	$0
BETHINE WHITNEY
LIFETIME TTEE	0.00	0.00	Yes (X)		$0	$0	$0
MOLLY MCDERMOTT
LIFETIME TTEE	0.00	0.00	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Membership Dues	$24,880	MembershipDuesAmt
All Other Contributions	$20,725	AllOtherContributionsAmt
Total Contributions	$45,605	TotalContributionsAmt
Total Program Service Revenue	$0	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$128,992	TotalRevenueColumnAmt
Exclusion	$128,992	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$238,804	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$63,391	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$175,413	TotalRevenueColumnAmt
Exclusion	$177,374	ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS INCOME	Desc
Total Revenue Column	$597	TotalRevenueColumnAmt
Exclusion	$597	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$597	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$350,607	TotalRevenueColumnAmt
Exclusion	$306,963	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$197,242	TotalAmt
Program Services	$197,242	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$1,506	TotalAmt
Program Services	$1,506	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,505	TotalAmt
Management And General	$1,505	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$587	TotalAmt
Management And General	$587	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt
Printing and Publications	$7,298	$7,298
Fall meeting	$3,122	$3,122
Postage and Shipping	$2,456	$2,456
Software Charges	$2,331	$2,331

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$980	TotalAmt
Management And General	$980	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$217,027	TotalAmt
Program Services	$198,748	ProgramServicesAmt
Management And General	$18,279	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$64,888	BOYAmt
EOY	$101,476	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$2,172,774	BOYAmt
EOY	$2,269,766	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,237,662	BOYAmt
EOY	$2,371,242	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$2,237,662	BOYAmt
EOY	$2,371,242	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,237,662	BOYAmt
EOY	$2,371,242	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,237,662	BOYAmt
EOY	$2,371,242	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$133,580	ReconcilationRevenueExpnssAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	false	FSAuditedInd
Federal Grant Audit Required	false	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	$39,316	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$61,144	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$35,755	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$45,566	CurrentTaxYearMinus1YearAmt
Current Tax Year	$45,605	CurrentTaxYearAmt
Total	$227,386	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$39,316	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$61,144	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$35,755	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$45,566	CurrentTaxYearMinus1YearAmt
Current Tax Year	$45,605	CurrentTaxYearAmt
Total	$227,386	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$0	SubstantialContributorsTotAmt
Public Support Total170	$227,386	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$101,865	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$76,007	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$123,540	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$162,256	CurrentTaxYearMinus1YearAmt
Current Tax Year	$128,992	CurrentTaxYearAmt
Total	$592,660	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$820,046	TotalSupportAmt
Public Support CY170	0.27730	PublicSupportCY170Pct
Public Support PY170	0.29130	PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CY	Yes (X)	TenPctFactsCrcmstncsTestCYInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	Part I: Additional Information	FormAndLineReferenceDesc
Explanation	Part II, Line 17a 10%-facts-and-circumstances test-2022:Tau Beta Association is a publicly supported organization because it receives a substantial part of its support from contributions made directly or indirectly by the general public and satisfies the facts and circumstances test pursuant to Regulation 1.170A-9(f)(3)(i)-(iii) as detailed below: (i) Ten-percent support limitation: The percentage of support normally received by the organization from contributions made directly or indirectly by the general public in the form of membership dues and contributions is substantial as the amount of public support normally received exceeds at least 10 percent of the total support normally received by the organization. Public support for tax year 2022 was 27.73% and for 2021 was 29.13% as reported on Schedule A, Part II, Section C. (ii) Attraction of public support: Tau Beta Association maintains a continuous and bona fide program for solicitation of funds from the general public, community and the membership of the organization. The organization has been an active non-profit entity since the early 20th century. The members are committed to advancing the greater Detroit area and southeastern Michigan through volunteerism and fundraising for various charitable purposes, most notably supporting The Childrens Center of Detroit, whose efforts impact the mental and emotional well-being of at-risk children and families through funds received from public sources such as contributions, membership dues and fundraising events. The organization also supports other charitable organizations each year that focus on youth development, disease awareness and research and local food programs, among others, which appeal to the general public through outreach grants. The organization holds various successful fundraising events throughout the year that attract funding from the public, including its Fall Market and Mistletoe Magic holiday event the gross income from these fundraisers provide the organization with its greatest source of revenue. The Fall Market is supported by vendors from all over the United States and both major events are marketed towards and supported primarily by the community and general public. In addition, the organization maintains a public website where members of the general public can support the association through charitable contributions at any time or can choose to donate to the various specific fundraising events. (iii) All pertinent facts and circumstances: In addition to satisfying the above-described requirements for consideration as a publicly funded organization, Tau Beta Association also satisfies the following additional factors: (A) Percentage of financial support: the organization has historically maintained a five-year average ratio of public support of 33-1/3% or greater with its gross investment income from an endowment fund, from which outreach grants to other charitable causes are given, at less than 33-1/3%. However the latter ratio has increased in the last couple of years to just over the 33-1/3% standard threshold at 35.46% for 2022 and 35.35% for 2021 due to the increased rate of investment returns compared to other sources of funding including membership dues and fundraising revenue. All sources of income have significantly increased over the past five years. The organization still maintains a public support ratio that is more than two and a half times the applicable 10% threshold for general consideration as a publicly funded organization and is taking action to bring its ratio of support from investment income from the endowment fund under the 33-1/3% standard ratio by supporting a greater number of charities and increasing the amount of its grants to those charities the organization supports that closely align with Tau Beta Associations mission and exempt purpose. The endowment fund from which the organizations investment income is derived was originally established when property owned by the organization (utilized as a camp for children and which was sponsored and cared for by the organization) was sold and, since that time, the organization has continued its mission through support of The Childrens Center of Detroit. (B) Sources of Support: The organizations main sources of financial support are comprised of annual membership dues paid by the organizations 750+ members, contributions from the general public through The Childrens Center donation drives and general charitable contributions and fundraising revenue from events organized for the participation of both the numerous members of the organization and the general public. The total support encompassing these categories for tax year 2022 is $285,006, and $238,804 of which is from the fundraising events, comprising a majority of the funding. (C) Representative governing body: The organizations governing body is comprised of 20+ individual trustees and officers of the Board of Directors. The trustees have no relation to each other, represent individuals from various professional, cultural and racial backgrounds and are all members of the surrounding communities for which the organization supports.(D) (3) (ii) Public participation in programs or policies: Tau Beta Association maintains a definitive program to accomplish its charitable work in the community through the continuous support of The Childrens Center of Detroit, which provides clinical services and programs supporting children and families in the greater Detroit area regarding behavioral, emotional, intellectual and developmental challenges, providing for stronger local communities. Tau Beta Association supports The Childrens Center every year though volunteerism and financial support. (E) Additional factors pertinent to membership organizations:(1) The solicitation for dues-paying members is designed to enroll a substantial number of persons in the community or area. Membership in the organization is granted based on the criteria that someone is charitably inclined and possesses the desire to contribute to the community and to the organization by volunteering his or her time and efforts to the organizations mission and various activities or leadership roles. The organization strives to solicit any members from the community and general public that will further the organizations charitable goals through invitation and sponsorship of these individuals. (2) Annual membership dues for individual members have been fixed at rates designed to make membership available to a broad cross section of the interested public by establishing the following membership levels and rates: $65 Senior, $20 Junior, additional $35 - nonresident fee, and $1,000 - Lifetime. The fees are affordable and inclusive of the public at large. (3) The activities of the organization, which mainly consist of fundraising events for the support of childrens welfare charities, most notably the aforementioned The Childrens Center of Detroit and other organizations that aid local communities through various educational, awareness or humanitarian initiatives, likely appeal to members of the general public focused on civic duty and community improvement.	ExplanationTxt

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	false	AgrmtProfFundraisingActyInd
Licensed States	MI	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	SPRING MARKET	Event1Nm
Gross Receipts Event1	$207,030	GrossReceiptsEvent1Amt
Gross Revenue Event1	$207,030	GrossRevenueEvent1Amt
Other Direct Expenses Event1	$51,883	OtherDirectExpensesEvent1Amt
Event2	MISTLETOE MAGIC	Event2Nm
Gross Receipts Event2	$29,404	GrossReceiptsEvent2Amt
Gross Revenue Event2	$29,404	GrossRevenueEvent2Amt
Gross Receipts Total	$236,434	GrossReceiptsTotalAmt
Gross Revenue Total Events	$236,434	GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events	$51,883	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$51,883	DirectExpenseSummaryEventsAmt
Net Income Summary	$184,551	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CHILDRENS CENTER	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	79 W ALEXANDRINE STREET	AddressLine1Txt
City	DETROIT	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48201	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	381359505	RecipientEIN
Cash Grant	$161,242	CashGrantAmt
Non Cash Assistance	$0	NonCashAssistanceAmt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Section B, Line 11b	Tau Beta's Treasurer, Anne Ugval works with the organization's counsel to prepare and review the Form 990. The Form 990 is then presented to the entire Board for review and ratification.
Form 990, Part VI, Section C, Line 19	No documents, other than the organization's Articles of Incorporation, Form 1023, annual tax returns, and annual reports filed with the State of Michigan are available to the public.