Nonprofit · EIN 46-1120955
BETA THETA PI FRATERNITY
Also known as GROUP RETURN
Tax-exempt · OXFORD, OH 45056
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $20,699,485 | $21,500,878 | -$801,393 | $9,484,293 | $8,170,848 | $1,313,445 |
| May 31, 2024 | 990 | $11,269,644 | $11,235,448 | $34,196 | $5,497,053 | $4,457,060 | $1,039,993 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $600,646
- Program service revenue
- $20,078,506
- Investment income
- $20,333
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $320,049
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $29
- Accounting fees
- $805,939
- Occupancy
- $5,641,480
Balance sheet and other
- Total assets, start of year
- $5,497,053
- Total assets, end of year
- $9,484,293
- Total liabilities, end of year
- $8,170,848
- Net assets, end of year
- $1,313,445
- Gross unrelated business income
- $20,333
- Gross receipts
- $20,699,485
- Employees
- 0
- Volunteers
- 795
- Year formed
- 2011
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFF RUNDLE | CHIEF EXECUTIVE OFFICER Officer | 30 | $0 | $304,452 | $33,837 |
| JONATHAN BRANT | PRESIDENT Trustee or director, Officer | 8 | $0 | $0 | $0 |
| KEN BRYAN | GENERAL TREASURER Trustee or director, Officer | 8 | $0 | $0 | $0 |
| JOHN STEBBINS | GENERAL SECRETARY Trustee or director, Officer | 10 | $0 | $0 | $0 |
| ROBERT S BEALL | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| AMAR BUDARAPU | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| WILLIAM FOX | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| SCOTT FUSSELL | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| BILL HAYWOOD | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| AARON KOZUKI | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| WILLIE ROMERO | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| ROBERT SELSOR | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| NICK SEXTON | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| JOEL STERN | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 | $0 |
990 for the year ended May 31, 2024: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFF RUNDLE | CHIEF EXECUTIVE OFFICER Officer | 30 | $0 | $234,141 | $61,742 |
| JONATHAN BRANT | PRESIDENT Trustee or director | 5 | $0 | $0 | $0 |
| KEN BRYAN | GENERAL TREASURER Trustee or director, Officer | 8 | $0 | $0 | $0 |
| JOHN STEBBINS | GENERAL SECRETARY Trustee or director, Officer | 10 | $0 | $0 | $0 |
| ROBERT S BEALL | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| AMAR BUDARAPU | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| SCOTT FUSSELL | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| J WILLIAM HAYWOOD | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| AARON KOZUKI | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| WILLIE ROMERO | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| NICHOLAS H SEXTON | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| JOEL W STERN | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| NICK ZINGALES | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5134 BONHAM RD, OXFORD, OH 45056-1429
- Principal officer (990 for 2024)
- JEFF RUNDLE, 5134 BONHAM ROAD, OXFORD, OH 45056
- Signed the 990
- JEFF RUNDLE, CEO
- Phone
- (513) 523-7591
- Return prepared by
- BLUE & CO LLC
Mission
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
Program accomplishments
- 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.
What it must file and when
IRS records say it files Group return. Included in a group return filed by its parent. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 46-1120955
- Tax-exempt status
- 501(c)(7): Social or recreational club
- Donations deductible
- No
- Exempt since
- 1967
- Accounting year ends
- May
- Files
- Group return
- Group exemption
- 0315: BETA THETA PI FRATERNITY
- Assets (IRS master file)
- $9,484,293
- Income (IRS master file)
- $20,699,485
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | – | – | – | IRS |
| 990 | May 2024 | – | – | – | IRS |
| 990 | May 2023 | $16,133,140 | $16,598,416 | $7,787,666 | IRS |
| 990 | May 2022 | $8,942,106 | $9,286,282 | $3,680,117 | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about BETA THETA PI FRATERNITY
- What is the EIN of BETA THETA PI FRATERNITY?
- The employer identification number (EIN) of BETA THETA PI FRATERNITY is 46-1120955.
- Is BETA THETA PI FRATERNITY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(7) since 1967.
- Are donations to BETA THETA PI FRATERNITY tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does BETA THETA PI FRATERNITY file?
- Form Group return. Included in a group return filed by its parent.
- When is the next return of BETA THETA PI FRATERNITY due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BETA THETA PI FRATERNITY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of BETA THETA PI FRATERNITY?
- The 990 for the year ended May 31, 2025 names JEFF RUNDLE.
- Who are the officers and directors of BETA THETA PI FRATERNITY?
- The 990 for the year ended May 31, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does BETA THETA PI FRATERNITY have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $20,699,485, expenses of $21,500,878 and total assets of $9,484,293 at year end.
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- DELTA ZETA NATIONAL HOUSING CORPORATION EIN 31-1353726 · last filed 990 for 2025
- DELTA ZETA SORORITY EIN 23-7042797 · last filed 990 for 2025
- BETA THETA PI FOUNDATION EIN 80-0296934 · last filed 990 for 2025
- DELTA ZETA SORORITY EIN 35-0267676 · last filed 990 for 2025
- BETA THETA PI FRATERNITY EIN 31-0531047 · last filed 990 for 2025
- PHI DELTA THETA FRATERNITY EIN 31-0406470 · last filed 990 for 2025