Nonprofit · EIN 80-0296934
BETA THETA PI FOUNDATION
Tax-exempt · OXFORD, OH 45056
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $9,423,468 | $6,693,143 | $2,730,325 | $39,230,472 | $621,198 | $38,609,274 |
| May 31, 2024 | 990 | $7,229,366 | $7,289,321 | -$59,955 | $35,744,331 | $1,061,939 | $34,682,392 |
| May 31, 2023 | 990 | $7,425,223 | $5,976,117 | $1,449,106 | $33,457,442 | $880,681 | $32,576,761 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $7,883,583
- Membership dues
- $203,557
- Program service revenue
- $0
- Investment income
- $1,260,344
- Net rental income
- $278,016
- Net gain from sales of assets
- $35,811
- Net income from sales of inventory
- -$655
- Other revenue
- $279,541
Expenses
- Grants and similar amounts paid
- $4,208,619
- Compensation of officers, directors and key employees
- $236,465
- Other salaries and wages
- $1,076,292
- Salaries, compensation and benefits (total)
- $1,313,893
- Professional fundraising fees
- $36,476
- Legal fees
- $1,922
- Accounting fees
- $54,579
- Occupancy
- $37,938
- Travel
- $66,897
- Depreciation
- $186,964
- Program services (functional)
- $5,289,073
- Management and general (functional)
- $731,300
- Fundraising (functional)
- $672,770
Balance sheet and other
- Total assets, start of year
- $35,744,331
- Total assets, end of year
- $39,230,472
- Total liabilities, end of year
- $621,198
- Net assets, end of year
- $38,609,274
- Land, buildings and equipment
- $1,848,703
- Publicly traded securities
- $31,631,428
- Net assets without donor restrictions
- $10,872,652
- Net assets with donor restrictions
- $27,736,622
- Gross unrelated business income
- $20,875
- Gross receipts
- $15,943,002
- Employees
- 0
- Volunteers
- 17
- Year formed
- 2008
- 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 | 10 | $0 | $304,452 | $33,837 |
| PHIL FERNANDEZ | CHIEF FOUNDATION OFFICER Officer | 36 | $0 | $179,066 | $34,589 |
| AUSTIN MARPLE | CHIEF FINANCIAL OFFICER Officer | 10 | $0 | $152,625 | $7,481 |
| RICHARD W BANKS | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 | $0 |
| RANDALL D GROVES | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| STAVAN R BHATT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL ALLEN BICKFORD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ARTHUR C CARMICHAEL JR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KARL CHIAO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOHN CHISHOLM | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JEFFREY M FLANAGAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT E GROTJAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ZACHARY T HAINES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KENT R MIRE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARTIN E OBST | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS C OLVER | DIRECTOR Trustee or director | 1 | $0 |
| R THOMAS REEVES | DIRECTOR Trustee or director | 1 | $0 |
| RICHARD A SABOL | DIRECTOR Trustee or director | 1 | $0 |
| JOHN W TORGET | DIRECTOR Trustee or director | 1 | $0 |
| BRUCE J WENGER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended May 31, 2024: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFF RUNDLE | CHIEF EXECUTIVE OFFICER Officer | 10 | $0 | $234,141 | $61,742 |
| PHIL FERNANDEZ | CHIEF FOUNDATION OFFICER Officer | 36 | $0 | $142,468 | $60,576 |
| URI ORMSBY END 1223 | CHIEF FINANCIAL OFFICER Officer | 10 | $0 | $103,769 | $55,284 |
| AUSTIN MARPLE BEG 1223 | CHIEF FINANCIAL OFFICER Officer | 10 | $0 | $25,608 | $1,024 |
| RICHARD W BANKS | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 | $0 |
| RANDALL D GROVES | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| STAVAN R BHATT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL ALLEN BICKFORD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ARTHUR C CARMICHAEL JR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KARL CHIAO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PETER DARROW | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JEFFREY M FLANAGAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT E GROTJAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ZACHARY T HAINES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KENT R MIRE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARTIN E OBST | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS C OLVER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| R THOMAS REEVES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD A SABOL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOHN W TORGET | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BRUCE J WENGER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended May 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFF RUNDLE | CHIEF EXECUTIVE OFFICER Officer | 10 | $0 | $368,913 | $24,725 |
| PHIL FERNANDEZ | CHIEF FOUNDATION OFFICER Officer | 36 | $0 | $139,022 | $20,167 |
| URI ORMSBY | CHIEF FINANCIAL OFFICER Officer | 10 | $0 | $102,926 | $18,774 |
| RICHARD W BANKS | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 | $0 |
| RANDALL D GROVES | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| STAVAN R BHATT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL ALLEN BICKFORD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ARTHUR C CARMICHAEL JR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KARL CHIAO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PETER N DARROW | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JEFFREY M FLANAGAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT E GROTJAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ZACHARY T HAINES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KENT R MIRE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARTIN E OBST | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS C OLVER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| FREDERICK W PIERCE IV | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| R THOMAS REEVES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD A SABOL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOHN W TORGET | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BRUCE J WENGER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5134 BONHAM RD, OXFORD, OH 45056-1429
- In care of
- % MICHAEL G FEINSTEIN
- Mailing address (990-N for 2009)
- 5134 Bonham Road, Oxford OH 45056
- Principal officer (990 for 2024)
- JEFF RUNDLE, 5134 BONHAM ROAD, OXFORD, OH 45056
- Principal officer (990-N for 2009)
- Judson Horras, 5134 Bonham Road, Oxford OH 45056
- Signed the 990
- JEFF RUNDLE, CEO
- Phone
- (513) 523-7591
- Website
- http://www.betathetapi.org
- Return prepared by
- BLUE & CO LLC
Mission
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.
Program accomplishments
- THE ORGANIZATION PROVIDES EDUCATIONAL GRANTS TO ORGANIZATIONS THAT FURTHER THE FOUNDATION'S MISSION, AS WELL AS PROVIDE TUITION SCHOLARSHIPS TO INDIVIDUALS ATTENDING INSTITUTIONS OF HIGHER EDUCATION IN NORTH AMERICA.Expenses $2,556,724 · grants $1,476,270
- TUITION SCHOLARSHIPS WERE AWARDED TO STUDENTS ATTENDING A NORTH AMERICAN COLLEGE OR UNIVERSITY.Expenses $237,183 · grants $237,183
- DESIGNATED EDUCATIONAL AREA GRANTS ARE AVAILABLE FROM RESTRICTED CHAPTER FUNDS AND CAN COVER THE COST OF CONSTRUCTION OR RENOVATION OF EDUCATIONAL AREAS IN THE CHAPTER HOUSE SUCH AS THE LIBRARY, STUDY ROOM, COMPUTER ROOM, AS WELL AS EDUCATIONAL FURNISHINGS, INCLUDING COMPUTER EQUIPMENT AND INTERNET ACCESS. OPERATIONAL GRANTS ARE ALSO AVAILABLE FROM RESTRICTED CHAPTER FUNDS IN SUBSEQUENT YEARS TO COVER THE EXPENSES RELATED TO OPERATING THESE EDUCATIONAL AREAS ANNUALLYExpenses $2,495,166 · grants $2,495,166
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
- 80-0296934
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2009
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $39,230,472
- Income (IRS master file)
- $15,943,002
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $9,423,468 | $6,693,143 | $39,230,472 | XML |
| 990-T | May 2025 | – | – | – | IRS |
| 990 | May 2024 | $7,229,366 | $7,289,321 | $35,744,331 | XML |
| 990 | May 2023 | $7,425,223 | $5,976,117 | $33,457,442 | XML |
| 990 | May 2022 | $6,703,723 | $4,934,892 | $33,085,697 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 2018 | – | – | – | IRS |
| 990-N for 2009 Officer: Judson Horras | May 31, 2010 | ≤ $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 80-0296934).
Questions about BETA THETA PI FOUNDATION
- What is the EIN of BETA THETA PI FOUNDATION?
- The employer identification number (EIN) of BETA THETA PI FOUNDATION is 80-0296934.
- Is BETA THETA PI FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to BETA THETA PI FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BETA THETA PI FOUNDATION 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 FOUNDATION 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 FOUNDATION 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 FOUNDATION?
- The 990 for the year ended May 31, 2025 names JEFF RUNDLE.
- Who are the officers and directors of BETA THETA PI FOUNDATION?
- The 990 for the year ended May 31, 2025 lists 20 people; 0 received compensation from the organization.
- How much revenue does BETA THETA PI FOUNDATION have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $9,423,468, expenses of $6,693,143 and total assets of $39,230,472 at year end.
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