BETA THETA PI FRATERNITY

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1839

Legal Domicile

Principal Officer

JEFF RUNDLE

Phone

5135237591

Tax Period

2024-06-01 to 2025-05-31

BETA THETA PI FRATERNITY, founded in 1839, is a community nonprofit that reported $7.5M in total revenue in fiscal year 2024. Expenses of $7.1M left a modest 5% surplus.

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 Service Accomplishments

Program 1

LEADERSHIP DEVELOPMENT PROGRAMS FOR COLLEGIATE MEMBERS AND VOLUNTEERS.

Program 2

CHAPTER OPERATIONS: MAINTAINING AND SUPPORTING QUALITY CHAPTERS ACROSS NORTH AMERICA.

Program 3

HOST AN ANNUAL ORGANIZATIONAL CONVENTION TO DEVELOP MEMBERS AND VOLUNTEERS AND FACILITATE THE ANNUAL BUSINESS MEETING OF THE FRATERNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,869,530

Program Service Revenue $5,250,393

Investment Income $95,050

Other Revenue $271,909

TOTAL REVENUE $7,486,882

Expense Breakdown

Grants Paid $4,000

Salaries & Benefits $3,027,870

Fundraising Expenses $0

Other Expenses $4,113,668

TOTAL EXPENSES $7,145,538

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,486,882	$7,453,567	+0.0%
Expenses	$7,145,538	$6,661,750	+0.1%
Net Income	$341,344	$791,817	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

970

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$498,395

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN BRANT	PRESIDENT	8.00	Officer Director	$0	$0	$0
KEN BRYAN	GENERAL TREASURER	8.00	Officer Director	$0	$0	$0
JOHN STEBBINS	GENERAL SECRETARY	10.00	Officer Director	$0	$0	$0
ROBERT S BEALL	BOARD OF TRUSTEE MEMBER	5.00	Director	$0	$0	$0
AMAR BUDARAPU	BOARD OF TRUSTEE MEMBER	5.00	Director	$0	$0	$0
WILLIAM FOX	BOARD OF TRUSTEE MEMBER	5.00	Director	$0	$0	$0
SCOTT FUSSELL	BOARD OF TRUSTEE MEMBER	5.00	Director	$0	$0	$0
BILL HAYWOOD	BOARD OF TRUSTEE MEMBER	5.00	Director	$0	$0	$0
AARON KOZUKI	BOARD OF TRUSTEE MEMBER	5.00	Director	$0	$0	$0
WILLIE ROMERO	BOARD OF TRUSTEE MEMBER	5.00	Director	$0	$0	$0
ROBERT SELSOR	BOARD OF TRUSTEE MEMBER	5.00	Director	$0	$0	$0
NICK SEXTON	BOARD OF TRUSTEE MEMBER	5.00	Director	$0	$0	$0
JOEL STERN	BOARD OF TRUSTEE MEMBER	5.00	Director	$0	$0	$0
JEFF RUNDLE	CHIEF EXECUTIVE OFFICER	30.00	Officer	$304,452	$33,837	$338,289
AUSTIN MARPLE	CHIEF FINANCIAL OFFICER	30.00	Officer	$152,625	$7,481	$160,106
MARTIN COBB	CHIEF COMMUNICATIONS OFFIC	26.00	Highest	$116,458	$18,032	$134,490
PHIL FERNANDEZ	CHIEF FOUNDATION OFFICER	4.00	Highest	$179,066	$34,589	$213,655
ANNE EMMERTH	CHIEF STRATEGY OFFICER	30.00	Highest	$116,458	$16,205	$132,663
JOHN REINEKE	CHIEF HOUSING OFFICER	30.00	Highest	$146,709	$16,845	$163,554
JUSTIN WARREN	DIRECTOR OF MEDIA RELATION	5.00	Highest	$118,513	$16,357	$134,870

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$7,486,882	$7,145,538	$6,953,866	$341,344
2024	$7,453,567	$6,661,750	$6,714,595	$791,817
2023	$6,378,113	$7,611,188	$6,605,669	$-1,233,075
2022	$6,268,729	$6,349,131	$10,733,585	$-80,402
2021	$4,935,313	$4,626,794	$10,511,977	$308,519
2020	$6,752,176	$5,932,910	$8,557,807	$819,266
2019	$6,858,017	$7,758,221	$8,068,966	$-900,204
2018	$7,283,404	$6,696,739	$9,979,088	$586,665