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BETA THETA PI FOUNDATION

EIN 80-0296934 OXFORD, OH

Revenue 2024
$9,423,468
Expenses 2024
$6,693,143

Program services were 79.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
B82
Classification
1000
Street
5134 BONHAM RD

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

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.

Activities or mission (Part I)

THE PURPOSE OF THE FOUNDATION IS TO FUND THE EDUCATIONAL MISSION OF BETA THETA PI FRATERNITY.

  • 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

  • Withheld by Nonprofiteer: this text may name a private individual.

    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 ANNUALLY

    Expenses $2,495,166 · Grants $2,495,166

As filed on the 2024 return. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • RICHARD W BANKS

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • RANDALL D GROVES

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • STAVAN R BHATT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL ALLEN BICKFORD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ARTHUR C CARMICHAEL JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KARL CHIAO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN CHISHOLM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEFFREY M FLANAGAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SCOTT E GROTJAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ZACHARY T HAINES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KENT R MIRE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARTIN E OBST

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • THOMAS C OLVER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • R THOMAS REEVES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICHARD A SABOL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN W TORGET

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRUCE J WENGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • AUSTIN MARPLE

    CHIEF FINANCIAL OFFICER

    Total calculated
    $160,106
    From this org
    $0
    From related orgs
    $152,625
    Other
    $7,481
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $150,125 related
    Bonus
    $0 + $2,500 related
    Other
    $0
    Deferred
    $0 + $6,105 related
    Nontaxable benefits
    $0 + $1,376 related
    Filer's total
    $0 + $160,106 related

  • JEFF RUNDLE

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $338,289
    From this org
    $0
    From related orgs
    $304,452
    Other
    $33,837
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $274,452 related
    Bonus
    $0 + $30,000 related
    Other
    $0
    Deferred
    $0 + $8,930 related
    Nontaxable benefits
    $0 + $24,907 related
    Filer's total
    $0 + $338,289 related

  • PHIL FERNANDEZ

    CHIEF FOUNDATION OFFICER

    Total calculated
    $213,655
    From this org
    $0
    From related orgs
    $179,066
    Other
    $34,589
    Hours/week
    36 + 4 related

    Schedule J breakdown matched by us

    Base
    $0 + $169,066 related
    Bonus
    $0 + $10,000 related
    Other
    $0
    Deferred
    $0 + $6,508 related
    Nontaxable benefits
    $0 + $28,081 related
    Filer's total
    $0 + $213,655 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $9,423,468
    Expenses
    $6,693,143
    Contributions
    $7,883,583
    Grants paid
    $4,208,619
  • 2023
    Revenue
    $7,229,366
    Expenses
    $7,289,321
    Contributions
    $5,471,729
    Grants paid
    $5,005,846
  • 2022
    Revenue
    $7,425,223
    Expenses
    $5,976,117
    Contributions
    $6,291,138
    Grants paid
    $3,828,782

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2024 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2021 · 990

    Revenue
    $6,703,723
    Expenses
    $4,934,892
    Assets (EOY)
    $33,085,697

  • 2020 · 990

    Revenue
    $5,014,796
    Expenses
    $4,299,210
    Assets (EOY)
    $34,060,012

  • 2019 · 990

    Revenue
    $4,237,409
    Expenses
    $4,365,411
    Assets (EOY)
    $27,267,482

  • 2018 · 990

    Revenue
    $4,953,267
    Expenses
    $6,387,143
    Assets (EOY)
    $28,295,867

  • 2017 · 990

    Revenue
    $7,813,903
    Expenses
    $5,931,332
    Assets (EOY)
    $31,007,771

  • 2016 · 990

    Revenue
    $6,473,143
    Expenses
    $5,040,374
    Assets (EOY)
    $29,366,248

  • 2015 · 990

    Revenue
    $7,946,470
    Expenses
    $5,043,968
    Assets (EOY)
    $27,238,236

  • 2014 · 990

    Revenue
    $7,022,000
    Expenses
    $5,786,228
    Assets (EOY)
    $25,366,318

  • 2013 · 990

    Revenue
    $4,787,426
    Expenses
    $3,233,167
    Assets (EOY)
    $24,177,837

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Form 990-N e-Postcard, tax year 2009

Tax period
1 June 2009 to 31 May 2010
Principal officer
Judson Horras
Mailing address
5134 Bonham RoadOxford OH 45056
Website
http://www.betathetapi.org

As filed, from the IRS e-Postcard file of 26 October 2026. The IRS publishes only each organization's most recent postcard, so earlier years are not shown. A 990-N carries no financial detail. The postcard also gives the principal officer's address, which is not shown here.

Grants made

The 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

Grants received

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

California fundraising campaigns

Campaigns run by paid fundraisers, commercial coventurers and thrift stores naming this organization, as California published them. Both figures are as filed, and what the first one counts depends on the campaign type — a coventurer or a thrift store files its own sales rather than money collected for the charity. The 990 reports this only as a yearly total, never per campaign.

  • PUBLISHING CONCEPTS LP

    $36,500 raised

    2024 Commercial Fundraiser

    $36,500 to charity

  • PUBLISHING CONCEPTS LP

    $1,700 raised

    2024 Commercial Fundraiser

    $1,700 to charity

Amounts are as filed and do not add up: a commercial coventurer reports one promotion's whole gross once for each charity that shared in it. A campaign may also name more than one registered charity, in which case it appears on each.

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.