Nonprofit · EIN 31-0531047
BETA THETA PI FRATERNITY
Tax-exempt · OXFORD, OH 45056
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $7,486,882 | $7,145,538 | $341,344 | $6,953,866 | $4,779,380 | $2,174,486 |
| May 31, 2024 | 990 | $7,453,567 | $6,661,750 | $791,817 | $6,714,595 | $4,808,442 | $1,906,153 |
| May 31, 2023 | 990 | $6,378,113 | $7,611,188 | -$1,233,075 | $6,605,669 | $5,491,333 | $1,114,336 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $1,869,530
- Program service revenue
- $5,250,393
- Investment income
- $95,050
- Royalties
- $244,731
- Net rental income
- $9,357
- Net gain from sales of assets
- $32,329
- Net income from sales of inventory
- $9,234
- Other revenue
- $271,909
Expenses
- Grants and similar amounts paid
- $4,000
- Compensation of officers, directors and key employees
- $532,920
- Other salaries and wages
- $1,667,280
- Salaries, compensation and benefits (total)
- $3,027,870
- Professional fundraising fees
- $0
- Legal fees
- $102,889
- Accounting fees
- $57,177
- Occupancy
- $730,510
- Travel
- $511,649
- Depreciation
- $16,605
Balance sheet and other
- Total assets, start of year
- $6,714,595
- Total assets, end of year
- $6,953,866
- Total liabilities, end of year
- $4,779,380
- Net assets, end of year
- $2,174,486
- Land, buildings and equipment
- $27,026
- Publicly traded securities
- $1,869,294
- Net assets without donor restrictions
- $2,174,486
- Gross unrelated business income
- $339,781
- Gross receipts
- $7,891,139
- Employees
- 44
- Volunteers
- 970
- Year formed
- 1839
- 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 | Other / benefits |
|---|---|---|---|---|
| JEFF RUNDLE | CHIEF EXECUTIVE OFFICER Officer | 30 | $304,452 | $33,837 |
| PHIL FERNANDEZ | CHIEF FOUNDATION OFFICER Highest-paid employee | 4 | $179,066 | $34,589 |
| JOHN REINEKE | CHIEF HOUSING OFFICER Highest-paid employee | 30 | $146,709 | $16,845 |
| AUSTIN MARPLE | CHIEF FINANCIAL OFFICER Officer | 30 | $152,625 | $7,481 |
| JUSTIN WARREN | DIRECTOR OF MEDIA RELATION Highest-paid employee | 5 | $118,513 | $16,357 |
| MARTIN COBB | CHIEF COMMUNICATIONS OFFIC Highest-paid employee | 26 | $116,458 | $18,032 |
| ANNE EMMERTH | CHIEF STRATEGY OFFICER Highest-paid employee | 30 | $116,458 | $16,205 |
| JONATHAN BRANT | PRESIDENT Trustee or director, Officer | 8 | $0 | $0 |
| KEN BRYAN | GENERAL TREASURER Trustee or director, Officer | 8 | $0 | $0 |
| JOHN STEBBINS | GENERAL SECRETARY Trustee or director, Officer | 10 | $0 | $0 |
| ROBERT S BEALL | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 |
| AMAR BUDARAPU | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 |
| WILLIAM FOX | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 |
| SCOTT FUSSELL | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 |
| BILL HAYWOOD | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AARON KOZUKI | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 |
| WILLIE ROMERO | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 |
| ROBERT SELSOR | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 |
| NICK SEXTON | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 |
| JOEL STERN | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 |
990 for the year ended May 31, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEFF RUNDLE | CHIEF EXECUTIVE OFFICER Officer | 30 | $234,141 | $61,742 |
| PHIL FERNANDEZ | CHIEF FOUNDATION OFFICER Highest-paid employee | 4 | $142,468 | $60,575 |
| MARTIN COBB | CHIEF COMMUNICATIONS OFFIC Highest-paid employee | 26 | $156,619 | $39,300 |
| URI ORMSBY END 1223 | CHIEF FINANCIAL OFFICER Officer | 30 | $103,769 | $55,284 |
| JOHN REINEKE | CHIEF HOUSING OFFICER Highest-paid employee | 30 | $108,865 | $42,608 |
| JUSTIN WARREN | DIRECTOR OF MEDIA RELATION Highest-paid employee | 5 | $116,827 | $30,642 |
| ANNE EMMERTH | CHIEF STRATEGY OFFICER Highest-paid employee | 30 | $110,286 | $31,685 |
| AUSTIN MARPLE BEG 1223 | CHIEF FINANCIAL OFFICER Officer | 30 | $25,608 | $1,024 |
| JONATHAN BRANT | PRESIDENT Trustee or director, Officer | 8 | $0 | $0 |
| KEN BRYAN | GENERAL TREASURER Trustee or director, Officer | 8 | $0 | $0 |
| JOHN STEBBINS | GENERAL SECRETARY Trustee or director, Officer | 10 | $0 | $0 |
| ROBERT S BEALL | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 |
| AMAR BUDARAPU | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 |
| SCOTT FUSSELL | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 |
| BILL HAYWOOD | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 |
| AARON KOZUKI | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 |
| WILLIE ROMERO | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 |
| NICK SEXTON | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 |
| JOEL STERN | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 |
990 for the year ended May 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEFF RUNDLE | CHIEF EXECUTIVE OFFICER Officer | 30 | $368,913 | $24,725 |
| MARTIN COBB | CHIEF COMMUNICATIONS OFFICER Highest-paid employee | 26 | $171,980 | $16,012 |
| PHIL FERNANDEZ | CHIEF FOUNDATION OFFICER Highest-paid employee | 4 | $139,022 | $20,167 |
| ANNE EMMERTH | CHIEF STRATEGY OFFICER Highest-paid employee | 30 | $117,508 | $11,761 |
| URI ORMSBY | CHIEF FINANCIAL OFFICER Officer | 30 | $102,926 | $18,774 |
| THOMAS D CASSADY | PRESIDENT Trustee or director, Officer | 8 | $0 | $0 |
| KEN BRYAN | GENERAL TREASURER Trustee or director, Officer | 8 | $0 | $0 |
| JOHN STEBBINS | GENERAL SECRETARY Trustee or director, Officer | 10 | $0 | $0 |
| ROBERT S BEALL | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 |
| AMAR BUDARAPU | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 |
| WILLIE ROMERO | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 |
| AARON KOZUKI | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 |
| J WILLIAM HAYWOOD | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 |
| JUSTIN M RUTHERFORD | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 |
| NICHOLAS H SEXTON | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 |
| JOEL W STERN | BOARD OF TRUSTEE MEMBER Trustee or director | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5134 BONHAM RD, OXFORD, OH 45056-1429
- In care of
- % BETA
- Mailing address (990-N for 2008)
- 9205 Montpelier Drive, Laurel MD 207082551
- Principal officer (990 for 2024)
- JEFF RUNDLE, 5134 BONHAM ROAD, OXFORD, OH 45056
- Principal officer (990-N for 2008)
- Christopher Luis Galarza, 24 Chester st, Smithtown NY 11787
- Signed the 990
- JEFF RUNDLE, CEO
- Phone
- (513) 523-7591
- Return prepared by
- BLUE & CO LLC
Mission
TO DEVELOP MEN OF PRINCIPLE FOR A PRINCIPLED LIFE WITH THE FOLLOWING CORE VALUES:MUTUAL ASSISTANCE - BETAS BELIEVE THAT MEN ARE MUTUALLY OBLIGATED TO HELP OTHERS IN THE HONORABLE LABORS AND ASPIRATIONS OF LIFE.INTELLECTUAL GROWTH - BETAS ARE DEVOTED TO CONTINUALLY CULTIVATING THEIR MINDS, INCLUDING HIGH STANDARDS OF ACADEMIC ACHIEVEMENT.TRUST - BETAS DEVELOP ABSOLUTE FAITH AND CONFIDENCE IN ONE ANOTHER BY BEING TRUE TO THEMSELVES AND OTHERS.RESPONSIBLE CONDUCT - BETAS CHOOSE TO ACT RESPONSIBLY, WEIGHING THE CONSEQUENCES OF THEIR ACTIONS ON THEMSELVES AND THOSE AROUND THEM.INTEGRITY - BETAS PRESERVE THEIR CHARACTER BY DOING WHAT IS MORALLY RIGHT AND DEMANDING THE SAME FROM THEIR BROTHERS.
Program accomplishments
- LEADERSHIP DEVELOPMENT PROGRAMS FOR COLLEGIATE MEMBERS AND VOLUNTEERS.
- CHAPTER OPERATIONS: MAINTAINING AND SUPPORTING QUALITY CHAPTERS ACROSS NORTH AMERICA.
- HOST AN ANNUAL ORGANIZATIONAL CONVENTION TO DEVELOP MEMBERS AND VOLUNTEERS AND FACILITATE THE ANNUAL BUSINESS MEETING OF THE FRATERNITY.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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
- 31-0531047
- Tax-exempt status
- 501(c)(7): Social or recreational club
- Donations deductible
- No
- Exempt since
- 1941
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Group exemption
- 0315 (108 member organizations)
- Assets (IRS master file)
- $6,953,866
- Income (IRS master file)
- $7,891,139
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $7,486,882 | $7,145,538 | $6,953,866 | XML |
| 990 | May 2024 | $7,453,567 | $6,661,750 | $6,714,595 | XML |
| 990 | May 2023 | $6,378,113 | $7,611,188 | $6,605,669 | XML |
| 990 | May 2022 | $6,268,729 | $6,349,131 | $10,733,585 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 2018 | – | – | – | IRS |
| 990-N for 2008 Officer: Christopher Luis Galarza | May 31, 2009 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 31-0531047).
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 31-0531047.
- Is BETA THETA PI FRATERNITY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(7) since 1941.
- 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 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- 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 20 people; 7 received compensation from the organization, the highest $304,452 (JEFF RUNDLE, CHIEF EXECUTIVE OFFICER).
- How much revenue does BETA THETA PI FRATERNITY have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $7,486,882, expenses of $7,145,538 and total assets of $6,953,866 at year end.
Organizations in its group exemption (108)
- BETA THETA PI FRATERNITY EIN 46-1120955 · OXFORD, OH · last filed 990 for 2025
- BETA THETA PI FRATERNITY EIN 63-0457980 · TUSCALOOSA, AL · last filed 990 for 2025
- BETA THETA PI FRATERNITY EIN 43-6052199 · COLUMBIA, MO · last filed 990 for 2024
- BETA THETA PI FRATERNITY EIN 91-0144820 · SEATTLE, WA · last filed 990 for 2025
- BETA THETA PI FRATERNITY EIN 48-0139050 · LAWRENCE, KS · last filed 990 for 2025
- BETA THETA PI FRATERNITY EIN 73-0582839 · NORMAN, OK · last filed 990 for 2025
- BETA THETA PI FRATERNITY EIN 56-0548073 · CHAPEL HILL, NC · last filed 990 for 2025
- BETA THETA PI FRATERNITY EIN 47-0105390 · LINCOLN, NE · last filed 990 for 2025
- BETA THETA PI FRATERNITY EIN 35-0885744 · LAFAYETTE, IN · last filed 990 for 2025
- BETA THETA PI FRATERNITY EIN 48-0139060 · MANHATTAN, KS · last filed 990 for 2024
- BETA THETA PI FRATERNITY EIN 95-0546085 · LOS ANGELES, CA · last filed 990 for 2026
- BETA THETA PI FRATERNITY EIN 23-7122774 · STILLWATER, OK
- BETA THETA PI FRATERNITY EIN 23-7122785 · ITHACA, NY · last filed 990 for 2025
- BETA THETA PI FRATERNITY EIN 41-0150350 · MINNEAPOLIS, MN · last filed 990 for 2025
- BETA THETA PI FRATERNITY EIN 59-0627917 · GAINESVILLE, FL · last filed 990 for 2025
- BETA THETA PI FRATERNITY EIN 15-0536985 · ITHACA, NY · last filed 990 for 2025
- BETA THETA PI FRATERNITY EIN 91-0619476 · REDMOND, WA · last filed 990 for 2025
- BETA THETA PI FRATERNITY EIN 48-0118868 · WICHITA, KS · last filed 990-EZ for 2024
- BETA THETA PI FRATERNITY EIN 35-0877381 · CRAWFORDSVLLE, IN · last filed 990-EZ for 2025
- BETA THETA PI FRATERNITY EIN 35-0885217 · GREENCASTLE, IN · last filed 990-EZ for 2024
Other nonprofits in OXFORD
- MIAMI UNIVERSITY FOUNDATION INC EIN 31-6026014 · last filed 990 for 2025
- BUTLER RURAL ELECTRIC COOP INC EIN 31-0231070 · last filed 990 for 2024
- DELTA ZETA NATIONAL HOUSING CORPORATION EIN 31-1353726 · last filed 990 for 2025
- BETA THETA PI FRATERNITY EIN 46-1120955 · 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
- PHI DELTA THETA FRATERNITY EIN 31-0406470 · last filed 990 for 2025