BETA THETA PI FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BETA THETA PI FOUNDATION (EIN 80-0296934)
- Tax period
- 2010-06-01 to 2011-05-31
- Filed
- 2012-04-12
- IRS object ID
- 201231039349300308
- Schema version
- 2010v3.4
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-12T10:21:45-05:00 | Timestamp |
| Tax Period End Date | 2011-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8800 LYRA DRIVE SUITE 450 | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43240 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800296934 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETA THETA PI FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BETA | NameControl |
| Phone | 5135237591 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5134 BONHAM ROAD | AddressLine1 |
| City | OXFORD | City |
| State | OH | State |
| ZIP Code | 45056 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JUDSON HORRAS | Name |
| Title | EXECUTIVE SECRETARY | Title |
| Phone | 5135237591 | Phone |
| Date Signed | 2012-04-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6148852583 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | X | InitialReturn |
| Name Of Principal Officer Person | JUDSON HORRAS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5134 BONHAM ROAD | AddressLine1 |
| City | OXFORD | City |
| State | OH | State |
| ZIP Code | 45056 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4831236 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BETATHETAPI.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2010 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4 | TotalNbrEmployees |
| Total Nbr Volunteers | 32 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Current Year | 3981057 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 11099 | ProgramServiceRevenueCY |
| Investment Income Current Year | 564004 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 275076 | OtherRevenueCurrentYear |
| Total Revenue Current Year | 4831236 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 1887335 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 652069 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 154617 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 334792 | TotalFundrsngExpCurrentYear |
| Other Expenses Current Year | 598177 | OtherExpensesCurrentYear |
| Total Expenses Current Year | 3292198 | TotalExpensesCurrentYear |
| Revenues Less Expenses CY | 1539038 | RevenuesLessExpensesCY |
| Total Assets EOY | 17406371 | TotalAssetsEOY |
| Total Liabilities EOY | 739196 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances EOY | 16667175 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 709717 | Expense |
| Revenue | 0 | Revenue |
| Description | CONTRIBUTIONS RECEIVED AND ENDOWMENT DRAWS ARE USED TO AWARD EDUCATIONAL GRANTS TO ORGANIZATIONS THAT PROVIDE SCHOLARSHIPS AVAILABLE TO APPROXIMATELY 6,000 COLLEGIATE STUDENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 153072 | Expense |
| Revenue | 0 | Revenue |
| Description | TUITION SCHOLARSHIPS WERE AWARDED FOR STUDENTS TO ATTEND A NORTH AMERICAN COLLEGE OR UNVIERSITY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1018046 | Expense |
| Revenue | 0 | Revenue |
| Description | DESIGNATED EDUCATIONAL AREA GRANTS ARE AWARDED TO PROPERTIES WITH AREAS DESIGNATED FOR EDUCATIONAL PURPOSES. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 928503 | Expense |
| Revenue | 11099 | Revenue |
| Description | VARIOUS OTHER PROGRAM SERVICES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 928503 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 11099 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 2809338 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 4 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 4 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JUDSON HORRAS | NamePerson |
| Telephone Number | 5135237591 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5134 BONHAM ROAD | AddressLine1 |
| City | OXFORD | City |
| State | OH | State |
| ZIP Code | 45056 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| HOUSER DOUGLAS | ||||||||
| CHAIRMAN | 2.00 | X | X | 0 | 0 | 0 | ||
| LIEBERMAN JEFFREY | ||||||||
| VICE CHAIRMAN | 2.00 | X | X | 0 | 0 | 0 | ||
| MADDOX LYNN C | ||||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 | ||
| STEBBINS JOHN H | ||||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 | ||
| BECKER STEPHEN H | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| KAY WAYNE S | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DUBES MIKE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| WRIGHT DAVID | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MERGLER H KENT | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MCCORMICK DR CHARLES O III | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| BRADEN R ETHAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| SCHAUPP ROBERT J | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| SPANGLER RICHARD C III | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| COBB MARTIN | ||||||||
| DIRECTOR | 40.00 | 32394 | 81523 | 6045 | X | |||
| HORRAS JUDSON | ||||||||
| ADMINISTRATIVE SECRETARY | 40.00 | 14719 | 89867 | 1449 | X | |||
| BRANT JONATHAN | ||||||||
| FOUNDATION DIRECTOR | 40.00 | 129147 | 8770 | 1917 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 143866 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 98637 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 3366 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 92227 | MembershipDues |
| All Other Contributions | 3888830 | AllOtherContributions |
| Total Contributions | 3981057 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MEETINGS AND CONFERENC | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 11099 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11099 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 11099 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 564004 | TotalRevenueColumn |
| Exclusion | $564,004 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1925 | TotalRevenueColumn |
| Exclusion | $1,925 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 273151 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 273151 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 273151 | TotalRevenueColumn |
| Exclusion | $273,151 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4831236 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11099 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $839,080 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1734263 | Total |
| Program Services | 1734263 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 153072 | Total |
| Program Services | 153072 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143866 | Total |
| Program Services | 129479 | ProgramServices |
| Management And General | 14387 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 482259 | Total |
| Program Services | 434034 | ProgramServices |
| Management And General | 48225 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25261 | Total |
| Program Services | 22735 | ProgramServices |
| Management And General | 2526 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 683 | Total |
| Program Services | 615 | ProgramServices |
| Management And General | 68 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30 | Total |
| Management And General | 30 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154617 | Total |
| Fundraising | 154617 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46996 | Total |
| Management And General | 46996 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44896 | Total |
| Fundraising | 44896 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31727 | Total |
| Program Services | 28554 | ProgramServices |
| Management And General | 3173 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36682 | Total |
| Program Services | 12839 | ProgramServices |
| Management And General | 1100 | ManagementAndGeneral |
| Fundraising | 22743 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4006 | Total |
| Program Services | 3605 | ProgramServices |
| Management And General | 401 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5528 | Total |
| Program Services | 4975 | ProgramServices |
| Management And General | 553 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33437 | Total |
| Program Services | 30093 | ProgramServices |
| Management And General | 3344 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49095 | Total |
| Program Services | 44185 | ProgramServices |
| Management And General | 4910 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95 | Total |
| Management And General | 95 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 169847 | Total |
| Program Services | 152862 | ProgramServices |
| Management And General | 16985 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Total | 175838 | Total |
| Program Services | 58027 | ProgramServices |
| Management And General | 5275 | ManagementAndGeneral |
| Fundraising | 112536 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3292198 | Total |
| Program Services | 2809338 | ProgramServices |
| Management And General | 148068 | ManagementAndGeneral |
| Fundraising | 334792 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 20 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1701421 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1591091 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 15818 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 2877 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3605461 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1996427 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1609034 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 12486110 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 17406371 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 739196 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 739196 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 5011034 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 5323220 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 6332921 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 16667175 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 17406371 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1539038 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 15128137 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 3981057 | CurrentTaxYear |
| Total | 3981057 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 3981057 | CurrentTaxYear |
| Total | 3981057 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 3981057 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 564004 | CurrentTaxYear |
| Total | 564004 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 286175 | CurrentTaxYear |
| Total | 286175 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 4831236 | TotalSupport |
| First5 Years170 | X | First5Years170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8788585 | BeginningOfYearBalance |
| Contributions | 1847650 | Contributions |
| Investment Earnings Or Losses | 2005497 | InvestmentEarningsOrLosses |
| Other Expenditures | 420242 | OtherExpenditures |
| End Of Year Balance | 12221490 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 107933 | OtherCostOrOtherBasis |
| Book Value | 107933 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2332091 | OtherCostOrOtherBasis |
| Depreciation | 980621 | Depreciation |
| Book Value | 1351470 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 733193 | OtherCostOrOtherBasis |
| Depreciation | 681726 | Depreciation |
| Book Value | 51467 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 432244 | OtherCostOrOtherBasis |
| Depreciation | 334080 | Depreciation |
| Book Value | 98164 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1609034 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| PRIVATE EQUITY INVESTMENTS | 300390 | F |
| EQUITY SECURITIES | 2721324 | F |
| MUTUAL FUNDS | 9464396 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 12486110 | TotalOfBookValueProgramRelated |
| Total Revenue | 4831236 | TotalRevenue |
| Total Expenses | 3292198 | TotalExpenses |
| Excess Or Deficit For Year | 1539038 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1667002 | NetUnrealizedGLOnInvestments |
| Other | $13,461,135 | OtherAmount |
| Total Adjustments | 15128137 | TotalAdjustments |
| Excess Or Deficit Per FS | 16667175 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6498238 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1667002 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 1667002 | RevenueNotRptdF990 |
| Revenue Subtotal | 4831236 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4831236 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3292198 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3292198 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3292198 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART XI, LINE 8 - OTHER ADJUSTMENTS: | Identifier |
| Explanation | CASH AND TEMPORARY INVESTMENTS 723,519. PLEDGES RECEIVABLE 834,323. ACCOUNTS RECEIVABLE NET 810. INVENTORIES 34,338. PREPAID EXPENSES 3,415. LAND, BUILDINGS AND EQUIPMENT - NET 1,722,775. ACCOUNTS PAYABLE 312,494. OTHER LIABILITIES 279,449. OTHER NET ASSETS 9,550,012. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| GABRIEL GROUP | ||||||||
| 3190 RIDER TRAIL SOUTH | EARTH CITY | MO | 63045 | DIRECT MAILING | 0 | 340966 | 84826 | 256140 |
| SKYSTONE PARTNERS LLC | ||||||||
| 635 WEST SEVENTH ST STE 107 | CINCINNATI | OH | 45203 | FEASIBILITY STUDY | 0 | 0 | 69790 | -69790 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 340966 | TotalGrossReceipts |
| Total Retained By Contractors | 154616 | TotalRetainedByContractors |
| Total Net To Organization | 186350 | TotalNetToOrganization |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| BETA THETA PI FRATERNITY | |||||||
| 134 BONHAM RD | OXFORD | OH | 45056 | 310531047 | 501(C)(7) | 709717 | LEADERSHIP DEVELOPMENT PROGRAMMING |
| TAU SIGMA ALUMNI ASSOCIATION | |||||||
| PO BOX 323 | AMES | IA | 50010 | 237213015 | 501(C)(7) | 10000 | DESIGNATED EDUCATIONAL AREA GRANT |
| CRUCIBLE BUILDING ASSOCIATION | |||||||
| PO BOX 1191 | GOLDEN | CO | 80402 | 841162529 | 420000 | DESIGNATED EDUCATIONAL AREA GRANT | |
| FLORIDA BETA STUDENT AID FUND INC | |||||||
| 3704 SW 94TH WAY | GAINESVILLE | FL | 32608 | 237366820 | 501(C)(7) | 30500 | DESIGNATED EDUCATIONAL AREA GRANT |
| ASSOCIATION OF FRATERNITY ADVISORS FOUNDATION | |||||||
| 9640 AUGUSTA DR | CARMEL | IN | 46032 | 351920532 | 501(C)(3) | 5000 | SUPPORT THE FRATERNAL VALUES MOVEMENT |
| BETA RHO ALUMNI CORPORATION | |||||||
| 1699 OAK STREET | EUGENE | OR | 97401 | 936027839 | 501(C)(7) | 323146 | DESIGNATED EDUCATIONAL AREA GRANT |
| DEPAUW BETA STUDENT AID FUND INC | |||||||
| 7251 NORTH PENNSYLVANIA STREET | INDIANAPOLIS | IN | 46240 | 356031199 | 501(C)(7) | 130000 | DESIGNATED EDUCATIONAL AREA GRANT |
| 816 NORTH DUBUQUE STREET CORPORATION | |||||||
| 816 NORTH DUBUQUE STREET | IOWA CITY | IA | 522455811 | 421160037 | 104000 | DESIGNATED EDUCATIONAL AREA GRANT | |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | TUITION SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 769 | NumberOfRecipients |
| Amount Of Cash Grant | 153072 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE BETA THETA PI FOUNDATION BOARD OF DIRECTORS APPROVES GRANT APPLICATIONS TO SUPPORT WORTHY EDUCATIONAL PROGRAMS. BEFORE ANY GRANTS ARE ISSUED, THE BETA THETA PI FOUNDATION ENSURES THAT THE WORTHINESS AND RESULTS OF THE PROGRAM ARE SUBMITTED IN WRITING AND REVIEWED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | HORRAS JUDSON | NamePerson |
| Base Compensation Filing Org | 14719 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 84376 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 5491 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 335 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 1114 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 15054 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 90981 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | 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. | |
| ALL BOARD MEMBERS AND STAFF ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY. THE EXECUTIVE DIRECTOR REVIEWS ALL CONFLICTS. NO CONFLICTS WERE NOTED IN THE CURRENT YEAR. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE BOARD OF TRUSTEES OF THE BETA THETA PI FRATERNITY CONDUCTED THE COMPENSATION REVIEW IN 2010 AND IT IS REVIEWED ANNUALLY. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 1,667,002. CASH AND TEMPORARY INVESTMENTS 723,519. PLEDGES RECEIVABLE 834,323. ACCOUNTS RECEIVABLE NET 810. INVENTORIES 34,338. PREPAID EXPENSES 3,415. LAND, BUILDINGS AND EQUIPMENT - NET 1,722,775. ACCOUNTS PAYABLE 312,494. OTHER LIABILITIES 279,449. OTHER NET ASSETS 9,550,012. TOTAL TO FORM 990, PART XI, LINE 5: 15,128,137. | FORM 990, PART XI, LINE 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETA THETA PI FRATERNITY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5134 BONHAM RD | AddressLine1 |
| City | OXFORD | City |
| State | OH | State |
| ZIP Code | 45056 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310531047 | EIN |
| Primary Activities | PROMOTE AND DEVELOP INTELLECT AND CULTURE | PrimaryActivities |
| Legal Domicile State | OH | LegalDomicileState |
| Exempt Code Section | 501(C)(7) | ExemptCodeSection |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| BETA THETA PI FRATERNITY | |
| B | 709716 |
| BETA THETA PI FRATERNITY | |
| D | 634852 |
| BETA THETA PI FRATERNITY | |
| I | 237072 |
| BETA THETA PI FRATERNITY | |
| O | 249319 |
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