2026-04-03T14:09:09-05:00 2025-05-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2024-06-01 310531047 BETA THETA PI FRATERNITY BETA 5135237591 5134 BONHAM ROAD OXFORD OH 45056 JEFF RUNDLE CEO 5135237591 2026-04-03 1 1 ANGELA N CRAWFORD CPA P00573197 3178488920 2026-04-03 2024 2025-03-06 01:10:19Z JEFF RUNDLE 5134 BONHAM ROAD OXFORD OH 45056 7891139 0 X WWW.BETA.ORG X 1839 OH BETA THETA PI FRATERNITY DEVELOPS MEN OF PRINCIPLE FOR A PRINCIPLED LIFE. 13 13 44 970 339781 0 2250607 1869530 4917675 5250393 21264 95050 264021 271909 7453567 7486882 500 4000 0 0 2640056 3027870 0 0 0 4021194 4113668 6661750 7145538 791817 341344 6714595 6953866 4808442 4779380 1906153 2174486 X 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. 0 0 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. 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 47 0 1 44 1 1 1 0 0 0 1 1 923392 0 0 0 0 X 13 13 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 5135237591 5134 BONHAM ROAD OXFORD OH 45056 JONATHAN BRANT PRESIDENT 8.00 X 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 WILLIAM FOX BOARD OF TRUSTEE MEMBER 5.00 X 0 0 0 SCOTT FUSSELL BOARD OF TRUSTEE MEMBER 5.00 X 0 0 0 BILL 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 ROBERT SELSOR BOARD OF TRUSTEE MEMBER 5.00 X 0 0 0 NICK SEXTON BOARD OF TRUSTEE MEMBER 5.00 X 0 0 0 JOEL STERN BOARD OF TRUSTEE MEMBER 5.00 X 0 0 0 JEFF RUNDLE CHIEF EXECUTIVE OFFICER 30.00 10.00 X 304452 0 33837 AUSTIN MARPLE CHIEF FINANCIAL OFFICER 30.00 10.00 X 152625 0 7481 MARTIN COBB CHIEF COMMUNICATIONS OFFIC 26.00 14.00 X 116458 0 18032 PHIL FERNANDEZ CHIEF FOUNDATION OFFICER 4.00 36.00 X 179066 0 34589 ANNE EMMERTH CHIEF STRATEGY OFFICER 30.00 10.00 X 116458 0 16205 JOHN REINEKE CHIEF HOUSING OFFICER 30.00 10.00 X 146709 0 16845 JUSTIN WARREN DIRECTOR OF MEDIA RELATION 5.00 X 118513 0 16357 1134281 0 143346 8 0 1 0 ROYLE PRINTING COMPANY 745 S BIRD ST SUN PRAIRIE WI 53590 PRINTING SERVICES 183883 1 1677730 191800 1869530 MEMBERSHIP DUES 900099 4790123 4790123 MEETINGS AND CONFERENC 900099 460270 460270 5250393 62721 62721 244731 244731 9357 0 9357 9357 9357 436586 404257 32329 32329 32329 9234 0 9234 9234 OTHER INCOME 900099 8587 8587 8587 7486882 5277571 339781 0 4000 532920 1667280 103030 437296 287344 102889 57177 6682 95220 577 678466 356587 730510 511649 914094 1550 16605 440745 BAD DEBTS 118807 MEMBERSHIP DUES 62285 EDUCATION & PROFESSIONA 17169 MISCELLANEOUS 2656 7145538 125 0 1489573 2265527 399425 231640 368851 549240 1263846 1236820 81427 27026 1671696 1869294 2703498 2011139 6714595 6953866 457678 510069 20863 5491 69142 66744 4260759 4197076 4808442 4779380 X 1906153 2174486 1906153 2174486 6714595 6953866 341344 -73011 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23944307 1856495 2272227 1109161 26963868 21357014 297413 3234680 944800 23944307 22560825 177247 -310365 1070693 21357014 23374486 412351 -380239 845773 22560825 17551390 315644 6481884 974432 23374486 0.24759 0.42625 0.32616 0 1 1 648016 643791 4225 615830 593029 22801 27026 DUE FROM AFFILIATES 832952 RIGHT OF USE ASSET 1178187 2011139 INSURANCE RESERVE 64483 HOUSING TRUSTS INVESTMENTS 1888406 BILLHIGHWAY TRUST FUNDS 1066000 RIGHT OF USE LIABILITY 1178187 4197076 X PART V, LINE 4: THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUND AND FUNDS DESIGNATED BY THE GOVERNING BODY TO FUNCTION AS ENDOWMENTS (BOARD-DESIGNATED ENDOWMENT FUNDS). THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS AND OTHER ITEMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED ENDOWMENT FUNDS THE FOUNDATION MUST HOLD IN PERPETUITY OR FOR DONOR-SPECIFIED PERIODS, AS WELL AS THOSE OF BOARD-DESIGNATED ENDOWMENT FUNDS. UNDER THE FOUNDATION'S POLICIES, ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRODUCE RESULTS THAT EXCEED THE NEED FOR INCOME TO FUND GRANTS THAT SUPPORT SCHOLARSHIPS AND LEADERSHIP PROGRAMMING WHILE ASSUMING LEVELS OF INVESTMENT RISK BASED ON EACH ENDOWMENT'S RISK TOLERANCE AND TIME HORIZON. PART X, LINE 2: THIS ORGANIZATION IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AS A SUBSIDIARY OF BETA THETA PI GENERAL FRATERNITY HOUSING CORPORATION. THE FOLLOWING IS THE INCOME TAX DISCLOURE FROM THOSE FINANCIAL STATEMENTS. THE FRATERNITY, GFHC, AND BAIRD ARE NOT-FOR-PROFIT ORGANIZATIONS THAT ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C) (7) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS EXEMPT FROM INCOME TAXES. HOWEVER, THE ORGANIZATION IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX WHICH IS AN INFORMATIONAL RETURN ONLY. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. HOWEVER, AS OF THE DATE THE CONSOLIDATED FINANCIAL STATEMENTS WERE AVAILABLE TO BE ISSUED, THERE WERE NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AS A SECTION 501(C)(7) ORGANIZATION, THE INCOME TAX EXEMPTION IS ON ALL INCOME EXCEPT UNRELATED BUSINESS INCOME. AN UNRELATED TRADE OR BUSINESS OF AN EXEMPT ORGANIZATION IS ANY TRADE OR BUSINESS WHICH IS NOT SUBSTANTIALLY RELATED TO THE EXERCISE OR PERFORMANCE FOR ITS EXEMPT PURPOSE. INCOME EARNED FROM NON-MEMBERS IS RECOGNIZED AS UNRELATED BUSINESS INCOME TO THE EXTENT SUCH INCOME IS NOT SET ASIDE FOR CHARITABLE AND EDUCATIONAL PURPOSES. INCOME THAT IS PROPERLY SET ASIDE MUST BE USED FOR THE QUALIFYING PURPOSED OUTLINED IN THE SET ASIDE RESOLUTION. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF MAY 31, 2025 AND 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. NORTH AMERICA 0 0 PROGRAM SERVICE REVENUE MEMBERSHIP DUES RECEIVED FROM CANADIAN CHAPTERS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X X 1 1 X X X X 0 0 0 JEFF RUNDLE CHIEF EXECUTIVE OFFICER 274452 0 30000 0 0 0 8930 0 24907 0 338289 0 0 0 PHIL FERNANDEZ CHIEF FOUNDATION OFFICER 169066 0 10000 0 0 0 6508 0 28081 0 213655 0 0 0 JOHN REINEKE CHIEF HOUSING OFFICER 146709 0 0 0 0 0 5653 0 11192 0 163554 0 0 0 AUSTIN MARPLE CHIEF FINANCIAL OFFICER 150125 0 2500 0 0 0 6105 0 1376 0 160106 0 0 0 PART I, LINE 1A HOUSING IS PROVIDED FOR THE CEO. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE CORPORATION SHALL BE THE INDIVIDUAL MEMBERS OF BETA THETA PI WHO HAVE NOT DIED, RESIGNED OR HAVE BEEN EXPELLED. FORM 990, PART VI, SECTION A, LINE 7A ANNUALLY CONVENTION DELEGATES ELECT BOARD OF TRUSTEE MEMBERS TO TERMS OF THREE YEARS TO CREATE A BOARD OF NO MORE THAN TWELVE. FORM 990, PART VI, SECTION A, LINE 7B CONVENTION DELEGATES ANNUALLY ELECT MEMBERS TO THE BOARD OF TRUSTEES. TRUSTEES SERVE THREE-YEAR TERMS AND THE BOARD IS LIMITED TO 12 TRUSTEES IN TOTAL. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER (AUDIT COMMITTEE CHAIR) REVIEWS THE FORM 990 AND ASKS STAFF TO EMAIL IT TO THE REMAINDER OF THE BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE SCOPE OF THIS POLICY INCLUDES ALL STAFF AND BOARD MEMBERS. ALL BOARD MEMBERS AND STAFF ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. IF A CONFLICT OCCURS, THE BOARD CHAIRMAN AND THE CEO ARE INFORMED AND THE CONFLICT IS WORKED THROUGH. NO CONFLICTS WERE NOTED FOR THE CURRENT YEAR. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF TRUSTEES OF BETA THETA PI FRATERNITY EXECUTED AN EMPLOYMENT AGREEMENT WITH THE CEO IN 2021 AND IT IS REVIEWED ANNUALLY. THE TRUSTEES EVALUATE COMPENSATION AND BONUS ANNUALLY AGAINST INDUSTRY AND PEER BENCHMARKS TO ENSURE THAT COMPENSATION IS REASONABLE AND COMPARABLE WITHIN THE INDUSTRY. THE BOARD MEMBERS REVIEWING THE CEO COMPENSATION WERE NOT RELATED TO THE CEO BY FAMILY OR BUSINESS CONNECTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 930 LEM MORRISON DRIVE AUBURN 5134 BONHAM ROAD OXFORD OH 45056 863173707 TITLE HOLDING COMPANY OH 501(C)(2) BETA THETA PI GENERAL FRATERNITY HOUSE CORPORATION 1 BAIRD FUND CORPORATION 5134 BONHAM ROAD OXFORD OH 45056 883732510 TITLE HOLDING COMPANY OH 501(C)(2) BETA THETA PI FRATERNITY 1 BETA THETA PI FOUNDATION 5134 BONHAM ROAD OXFORD OH 45056 316050515 FUNDRAISING OH 501(C)(3) LINE 7 0 BETA THETA PI GENERAL FRATERNITY HOUSE CORPORATION 5134 BONHAM ROAD OXFORD OH 45056 823026729 FRATERNITY HOUSING CORPORATION OH 501(C)(7) BETA THETA PI FRATERNITY 1 STAFF PROPERTIES OXFORD 5134 BONHAM ROAD OXFORD OH 45056 833408534 TITLE HOLDING COMPANY OH 501(C)(2) BETA THETA PI GENERAL FRATERNITY HOUSE CORPORATION 1 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 BAIRD FUND CORPORATION C 234480 COST BETA THETA PI FOUNDATION C 1443250 COST BETA THETA PI FOUNDATION K 278016 COST BETA THETA PI FOUNDATION O 1361883 COST BETA THETA PI GENERAL FRATERNITY HOUSE CORPORATION O 83954 COST