BETA NU BUILDING ASSOCIATION: Form 990, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
BETA NU BUILDING ASSOCIATION (EIN 31-6034320)
Tax period
2025-07-01 to 2026-06-30
Filed
2026-09-01
IRS object ID
202642449349300934
Schema version
2025v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-09-01T13:19:58-05:00ReturnTs
Tax Period End2026-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN314419361PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JOHN GERLACH & COMPANY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11500 LAKE SHORE DR STE 220AddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43204ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2025-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN316034320EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BETA NU BUILDING ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBETABusinessNameControlTxt
Phone7817895201PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1296AddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43216ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARIA FORTUNATOPersonNm
Person TitleCO-VICE PRESIDENTPersonTitleTxt
Phone7817895201PhoneNum
Signature2026-08-28SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJON YERIAN CPAPreparerPersonNm
PTINP00575540PTIN
Phone6142242164PhoneNum
Preparation2026-08-28PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSCHAL BOUCHERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1296AddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43216ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$870,775GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1921FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionPROVIDE SERVICE TO THE COMMUNITY AND TO MANAGE THE HOUSE FOR USE BY ORGANIZATION MEMBERS AND ENGAGE IN PERIODIC SOCIAL ACTIVITIES.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers11TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$935,577PYProgramServiceRevenueAmt
CY Program Service Revenue$870,775CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$935,577PYTotalRevenueAmt
CY Total Revenue$870,775CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$38,131PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$39,243CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$932,243PYOtherExpensesAmt
CY Other Expenses$884,765CYOtherExpensesAmt
PY Total Expenses$970,374PYTotalExpensesAmt
CY Total Expenses$924,008CYTotalExpensesAmt
PY Revenues Less Expenses-$34,797PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$53,233CYRevenuesLessExpensesAmt
Total Assets BOY$4,562,632TotalAssetsBOYAmt
Total Assets EOY$4,413,806TotalAssetsEOYAmt
Total Liabilities BOY$2,976,282TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,880,689TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,586,350NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,533,117NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE SERVICE TO THE COMMUNITY AND TO MANAGE THE HOUSE FOR USE BY THE ORGANIZATION'S MEMBERS AND TO ENGAGE IN PERIODIC SOCIAL ACTIVITIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescMANAGED HOUSE FOR KAPPA KAPPA GAMMA MEMBERS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Initiation Fees And Cap Contri$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6144047410PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1296AddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43216ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
SCHAL BOUCHER
PRESIDENT5.00Yes (X)Yes (X)$0$0$0
VALERIE ZIMINSKI
TREASURER1.50Yes (X)Yes (X)$0$0$0
MARIA FORTUNATO
VICE PRESIDENT1.50Yes (X)Yes (X)$0$0$0
KELSEY ALLEN
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
KATHERINE MEMSIC
SECRETARY1.00Yes (X)Yes (X)$0$0$0
KATHERINE BINZEL
TRUSTEE0.50Yes (X)$0$0$0
SHELBY ROJAS
TRUSTEE0.50Yes (X)$0$0$0
ALI BONGIORNO
TRUSTEE0.50Yes (X)$0$0$0
CHRISI HAGAN
TRUSTEE0.50Yes (X)$0$0$0
KIM DANIEL
TRUSTEE0.50Yes (X)$0$0$0
SUSAN PAUL
TRUSTEE0.50Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescHOUSE INCOMEDesc
Business721310BusinessCd
Total Revenue Column$870,775TotalRevenueColumnAmt
Related Or Exempt Func Income$870,775RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$870,775TotalProgramServiceRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$870,775TotalRevenueColumnAmt
Related Or Exempt Func Income$870,775RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$36,800TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,443TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$4,430TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$230,345TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$951TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,476TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$264,523TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$164TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$142,736TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$195,063TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$22,083TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
HOUSE SUPPLIES$15,117
VARIOUS HOUSE EXPENSES$4,222
OTHER PAYROLL RELATED$1,655

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$924,008TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$385,795BOYAmt
EOY$401,429EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$6,502,649LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,491,755LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,170,903BOYAmt
EOY$4,010,894EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$5,934BOYAmt
EOY$1,483EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,562,632BOYAmt
EOY$4,413,806EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,100BOYAmt
EOY$195EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$2,975,182BOYAmt
EOY$2,880,494EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,976,282BOYAmt
EOY$2,880,689EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,586,350BOYAmt
EOY$1,533,117EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,586,350BOYAmt
EOY$1,533,117EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,562,632BOYAmt
EOY$4,413,806EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$53,233ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,067,621OtherCostOrOtherBasisAmt
Depreciation$2,186,111DepreciationAmt
Book Value$3,881,510BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$48,387OtherCostOrOtherBasisAmt
Depreciation$37,787DepreciationAmt
Book Value$10,600BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$386,641OtherCostOrOtherBasisAmt
Depreciation$267,857DepreciationAmt
Book Value$118,784BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,010,894TotalBookValueLandBuildingsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ATHE ORGANIZATION IS COMPRISED OF MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7BTHE NATIONAL ORGANIZATION OF THE CHAPTER APPROVES DECISIONS RELATING TO FUNDRAISING, GOVERNING DOCUMENTS, AND HOUSE FINANCING.
FORM 990, PART VI, SECTION B, LINE 11BTHE PRESIDENT AND TREASURER REVIEW AND APPROVE THE TAX RETURNS BEFORE THEY ARE FILED
FORM 990, PART VI, SECTION B, LINE 12CBOARD MEMBERS ARE REQUIRED TO SIGN CONFLICT OF INTEREST POLICIES ANNUALLY.
FORM 990, PART VI, SECTION C, LINE 18THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. FURTHER, THE FORM 990 IS AVAILABLE ON ANOTHER'S WEBSITE, WWW.GUIDESTAR.ORG.
FORM 990, PART VI, SECTION C, LINE 19THESE DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11GOUTSIDE CONTRACT SERVICES 229,349. PAYROLL PROCESSING 427. OTHER PROFESSIONAL FEES 569.
FORM 990, PART I, LINE 6: EXPLANATION OF NUMBERS OF VOLUNTEERS: THE BOARDOF TRUSTEES ARE VOLUNTEERS.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.