2023-11-14T06:24:39-08:00 2022-12-31 381446628 DYKEMA GOSSETT PLLC 39577 WOODWARD AVE STE 300 BLOOMFIELD HILLS MI 48304 990 2022-01-01 381359594 TAU BETA ASSOCIATION TAUB 3136820860 31 Briarwood Place Grosse Pointe Farms MI 48236 ANNE UGVAL Treasurer 2023-11-14 true ANNE UGVAL 999009999 true Victoria E Remus P01903282 2482030700 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z 31 Briarwood Place Grosse Pointe Farms MI 48236 413998 false X www.taubeta.org X 1919 MI 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. 46 46 0 120 0 45568 45605 0 162256 128992 130439 176010 338263 350607 188800 198748 0 0 0 0 37427 18279 226227 217027 112036 133580 2237662 2371242 0 2237662 2371242 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. false false 198748 197242 285006 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. 198748 true false false false false false false false false false false false false false false false false false false false false false false false true false false true false false false false false false false false false false false false false false false false false false false true 0 0 false 0 false false false false false false false 0 false false false false false false false X 46 46 false false false false true true false true true false false true true true true true true false false false MI X ANNE UGVAL 3136820860 31 Briarwood Place GROSSE POINTE FARMS MI 48236 X PATTI THEROS President 6.00 0.00 X X 0 0 0 CHIN RIVARD VP-ASSOCIATION 2.50 0.00 X X 0 0 0 KELLEY MUZINGO VP-FOCUS AREA 2.50 0.00 X X 0 0 0 ANNE UGVAL Treasurer 2.50 0.00 X X 0 0 0 JEN WELSH Corr. Secretary 1.00 0.00 X X 0 0 0 KELLI UNKEL REC. SECRETARY 1.00 0.00 X X 0 0 0 LIZ OTTOWAY FINANCE 1.00 0.00 X X 0 0 0 ANN BAXTER 2022 TRUSTEE 0.00 0.00 X 0 0 0 PATSY GOTFREDSON 2022 TRUSTEE 0.00 0.00 X 0 0 0 VICKEY LIGGETT 2022 TRUSTEE 0.00 0.00 X 0 0 0 LIBBY SCHUDEL 2022 TRUSTEE 0.00 0.00 X 0 0 0 GINGER HRTANEK 2023 TRUSTEE 0.00 0.00 X 0 0 0 ANNE RAHN 2023 TRUSTEE 0.00 0.00 X 0 0 0 CATHERINE SHELL 2023 TRUSTEE 0.00 0.00 X 0 0 0 DEBBIE GROB 2024 TRUSTEE 0.00 0.00 X 0 0 0 MARY FARLEY 2024 TRUSTEE 0.00 0.00 X 0 0 0 YOLANDA TURNER 2024 TRUSTEE 0.00 0.00 X 0 0 0 MO FOLLIS 2024 TRUSTEE 0.00 0.00 X 0 0 0 NANCY COTTON 2025 TRUSTEE 0.00 0.00 X 0 0 0 JENNY FRUEHAUF 2025 TRUSTEE 0.00 0.00 X 0 0 0 GRETCHEN HIGBIE 2025 TRUSTEE 0.00 0.00 X 0 0 0 CHRISTY WARREN 2025 TRUSTEE 0.00 0.00 X 0 0 0 JANE REUTHER LIFETIME TTEE 0.00 0.00 X 0 0 0 BETHINE WHITNEY LIFETIME TTEE 0.00 0.00 X 0 0 0 MOLLY MCDERMOTT LIFETIME TTEE 0.00 0.00 X 0 0 0 0 false false false 0 24880 20725 45605 0 128992 128992 0 0 0 0 238804 63391 175413 177374 0 0 MISCELLANEOUS INCOME 597 597 597 350607 306963 197242 197242 1506 1506 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1505 1505 0 0 0 0 0 0 0 0 0 587 587 Printing and Publications 7298 7298 Fall meeting 3122 3122 Postage and Shipping 2456 2456 Software Charges 2331 2331 980 980 217027 198748 18279 0 64888 101476 0 0 0 0 0 0 0 0 0 2172774 2269766 0 0 0 0 2237662 2371242 0 0 X 2237662 2371242 2237662 2371242 2237662 2371242 133580 X false false false X 39316 61144 35755 45566 45605 227386 0 0 39316 61144 35755 45566 45605 227386 0 227386 101865 76007 123540 162256 128992 592660 0 0 820046 0.27730 0.29130 X Part I: Additional Information 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. X false MI SPRING MARKET 207030 207030 51883 MISTLETOE MAGIC 29404 29404 236434 236434 51883 51883 184551 true CHILDRENS CENTER 79 W ALEXANDRINE STREET DETROIT MI 48201 381359505 161242 0 1 0 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.