2025-04-15T16:31:14-05:00 2024-05-31 351178661 BLUE & CO LLC 9200 WORTHINGTON RD STE 200 WESTERVILLE OH 43082 990 2023-06-01 461120955 BETA THETA PI FRATERNITY GROUP RETURN BETA 5135237591 5134 BONHAM ROAD OXFORD OH 45056 JEFF RUNDLE CEO 5135237591 2025-04-15 1 1 ANGELA N CRAWFORD CPA P00573197 6148852583 2025-04-15 2023 2025-03-06 01:10:19Z JEFF RUNDLE 5134 BONHAM ROAD OXFORD OH 45056 11269644 1 0 0315 X WWW.BETA.ORG X 2011 OH BETA THETA PI FRATERNITY PROMOTES AND DEVELOPS INTELLECT AND CULTURE. 11 11 0 795 7579 0 522051 312318 15603980 10949747 7109 7579 0 0 16133140 11269644 51235 162808 0 0 0 0 0 0 0 16547181 11072640 16598416 11235448 -465276 34196 7787666 5497053 6537793 4457060 1249873 1039993 X BETA THETA PI FRATERNITY IS FORMED FOR THE PURPOSE OF THE PROMOTION OF THE RELATIONS BETWEEN STUDENTS OF VARIOUS COLLEGES AND UNIVERSITIES; AND THE PERPETUATION OF A FRATERNITY THAT RECOGNIZES MUTUAL ASSISTANCE IN THE HONORABLE LABORS AND ASPIRATIONS OF LIFE; UNSULLIED FRIENDSHIP, UNFALTERING FIDELITY AND THE CULTIVATION OF INTELLECT, AS OBJECTS WORTHY OF THE HIGHEST AIM AND PURPOSES OF ASSOCIATED EFFORTS; AND THE HOLDING AND CONTROL OF SUCH REAL AND PERSONAL PROPERTY AS THE FOREGOING OBJECTS MAY RENDER EXPEDIENT 0 0 ROOM AND BOARD: COST ASSOCIATED WITH RENT AND MEAL PLANS OF LOCAL CHAPTER LIVING FACILITIES. NATIONAL DUES, INSURANCE, HERITAGE FUND: THESE FUNDS ARE PAID TO THE NATIONAL ORGANIZATION FOR THE PURPOSE OF DEVELOPING EDUCATIONAL RESOURCES, ADMINISTRATIVE SUPPORT, AND THE DAY-TO-DAY OPERATIONS OF THE GENERAL FRATERNITY. FRATERNAL, SOCIAL, BROTHERHOOD, AND LEADERSHIP PROGRAMMING FOR MEMBERS: LOCAL CHAPTERS PUT ON EVENTS AND LOCAL PROGRAMMING TO FURTHER THE ORGANIZATIONS SOCIAL PURPOSE AND PROVIDE OPPORTUNITIES TO LIVE OUR CORE VALUES OF MUTUAL AID AND ASSISTANCE, CULTIVATION OF THE INTELLECT, RESPONSIBLE SOCIAL CONDUCT, TRUST, AND INTEGRITY. 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 X 0 0 0 1 0 0 0 0 1 1 104649 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 CA GA IN MI MO ND SD TX WA OH X THE ORGANIZATION 5135237591 5134 BONHAM ROAD OXFORD OH 45056 JONATHAN BRANT PRESIDENT 5.00 X 0 0 0 KEN BRYAN GENERAL TREASURER 8.00 X X 0 0 0 JOHN STEBBINS GENERAL SECRETARY 10.00 X X 0 0 0 ROBERT S BEALL BOARD OF TRUSTEE MEMBER 5.00 X 0 0 0 AMAR BUDARAPU BOARD OF TRUSTEE MEMBER 5.00 X 0 0 0 SCOTT FUSSELL BOARD OF TRUSTEE MEMBER 5.00 X 0 0 0 J WILLIAM HAYWOOD BOARD OF TRUSTEE MEMBER 5.00 X 0 0 0 AARON KOZUKI BOARD OF TRUSTEE MEMBER 5.00 X 0 0 0 WILLIE ROMERO BOARD OF TRUSTEE MEMBER 5.00 X 0 0 0 NICHOLAS H SEXTON BOARD OF TRUSTEE MEMBER 5.00 X 0 0 0 JOEL W STERN BOARD OF TRUSTEE MEMBER 5.00 X 0 0 0 NICK ZINGALES BOARD OF TRUSTEE MEMBER 5.00 X 0 0 0 JEFF RUNDLE CHIEF EXECUTIVE OFFICER 30.00 10.00 X 0 234141 61742 0 234141 61742 0 0 1 0 0 312318 312318 MEMBERSHIP DUES 900099 7678380 7678380 HOUSING FEES 900099 2257123 2257123 MEMBER SERVICES 900099 1006805 1006805 SERVICE FEES 900099 7439 7439 10949747 7579 7579 11269644 10949747 7579 0 162707 101 11075 215251 16089 421629 3143 2720594 49782 15 2805776 40259 SOCIAL EVENTS 2964299 FOOD SERVICE 1067451 RECRUITMENT 371966 DUES & SUBSCRIPTIONS 166597 218714 11235448 1 1632390 1328957 6044759 4095679 110516 72417 7787666 5497053 74713 52476 6044759 4095679 418321 308905 6537793 4457060 X 0 0 0 0 1249873 1039993 1249873 1039993 7787666 5497053 X 34196 -244076 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 SECURITY DEPOSIT 308905 308905 0 FUNDING BRIGHT FUTURES 50 UNITED NATIONS PLZ APT 8A NEW YORK NY 100173550 824373463 501(C)(3) 8643 0 PHILANTHROPIC GIFT THOMAS MILOSCIA FOUNDATION PO BOX 91 PORT JEFFERSON NY 11777 811835042 501(C)(3) 9913 0 PHILANTHROPIC GIFT FEEDING SOUTHWEST VIRGINIA 1025 ELECTRIC ROAD SALEM VA 24153 541939556 501(C)(3) 17000 0 PHILANTHROPIC GIFT DISABLED OUTDOORSMEN USA 115 RANGER CREEK RD BOEME TX 78006 833238812 501(C)(3) 7000 0 PHILANTHROPIC GIFT BOYS AND GIRLS CLUB OF BRAZOS VALLEY 1910 BECK ST BRYAN TX 77803 746079584 501(C)(3) 6000 0 PHILANTHROPIC GIFT PERKINS K-8 SCHOOL 1770 MAIN STREET SAN DIEGO CA 92113 634320055 GOVT 6000 0 PHILANTHROPIC GIFT 6 0 0 0 0 JEFF RUNDLE CHIEF EXECUTIVE OFFICER 0 234141 0 0 0 0 0 17700 0 44042 0 295883 0 0 PART I, LINE 3 COMPENSATION IS PAID BY A RELATED ENTITY, BETA THETA PI FRATERNITY. THAT ENTITY UTILIZES A COMPENSATION COMMITTEE, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEYS, AND APPROVAL BY A COMPENSATION COMMITTEE IN DETERMINING EXECUTIVE DIRECTOR COMPENSATION. FORM 990, PART V, LINE 3B THIS IS A GROUP RETURN FOR MULTIPLE SUBORDINATES. ALL REQUIRED 990-T'S WILL BE APPROPRIATELY FILED BY THE INDIVIDUAL SUBORDINATES. FORM 990, PART VI, SECTION B, LINE 11B THE PROCESS OF REVIEWING THE FORM 990 ENTAILS A DETAILED REVIEW BY THE ORGANIZATION'S ACCOUNTING DEPARTMENT. THE GOVERNING BODY RECEIVES AN ELECTRONIC COPY OF THE FORM 990 INCLUDING REQUIRED SCHEDULES, AS ULTIMATELY FILED WITH THE IRS, FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE SCOPE OF THIS POLICY INCLUDES ALL STAFF AND BOARD MEMBERS. A SELF DISCLOSURE FROM COVERED PERSONS TO THE ADMINISTRATIVE SECRETARY IS REQUIRED ON ANY POTENTIAL CONFLICTS OF INTEREST. THE COVERED PERSONS ARE TO RECUSE THEMSELVES FROM PARTICIPATING IN ANY DELIBERATION OR DECISIONS ON SUCH TRANSACTIONS. NO CONFLICTS WERE NOTED IN THE CURRENT YEAR. FORM 990, PART VI, SECTION B, LINE 15A THE ADMINISTRATIVE SECRETARY/EXECUTIVE DIRECTOR IS COMPENSATED BY A RELATED ENTITY, BETA THETA PI FRATERNITY. THE BOARD OF TRUSTEES OF THE BETA THETA PI FRATERNITY, THROUGH THE GENERAL SECRETARY, CONDUCTED AN ANNUAL PERFORMANCE AND COMPENSATION REVIEW FOR THE EXECUTIVE DIRECTOR BASED UPON THE TERMS OF THE EXECUTIVE DIRECTOR'S EMPLOYMENT CONTRACT. THE TRUSTEES REVIEWING THE EXECUTIVE COMPENSATION WERE NOT RELATED TO ANY OTHER TRUSTEE OR EXECUTIVE BY FAMILY OR BUSINESS CONNECTION. THE BOARD ANNUALLY REVIEWS OTHER PEER ORGANIZATIONS' 990S TO DETERMINE COMPENSATION FOR THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON WRITTEN REQUESTS RECEIVED AT 5134 BONHAM RD, OXFORD, OH 45056. FORM 990, PART XI, LINE 9: TRANSFERS IN/OUT OF GROUP -244,076. 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