Beta Theta Pi Foundation
Donations deductibleBeta Theta Pi Foundation's network
17 peoplei17 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (17). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
17 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 17 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Richard W Banks Chair | Chairman | 2023 | 3 yrs |
| Arthur C Carmichael JR | Director | 2023 | 3 yrs |
| Bruce J Wenger | Director | 2023 | 3 yrs |
| Jeffrey M Flanagan | Director | 2023 | 3 yrs |
| John Chisholm | Director | 2025 | 1 yr |
| John W Torget | Director | 2023 | 3 yrs |
| Karl Chiao | Director | 2023 | 3 yrs |
| Kent R Mire | Director | 2023 | 3 yrs |
| Martin E Obst | Director | 2023 | 3 yrs |
| Michael Allen Bickford | Director | 2023 | 3 yrs |
| R Thomas Reeves | Director | 2023 | 3 yrs |
| Randall D Groves | Treasurer | 2023 | 3 yrs |
| Richard A Sabol | Director | 2023 | 3 yrs |
| Scott E Grotjan | Director | 2023 | 3 yrs |
| Stavan R Bhatt | Director | 2023 | 3 yrs |
| Thomas C Olver | Director | 2023 | 3 yrs |
| Zachary T Haines | Director | 2023 | 3 yrs |
Officers and senior leadership
11 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Austin Marple | Chief Financial Officer | 2025 |
| Austin Marple BEG 1223 | Chief Financial Officer | 2024 |
| Dan Fogle | Chief Financial Officer | since 2019 |
| Fernandez Phil | Chief Foundation Officer | since 2021 |
| Jeff Rundle | Chief Executive Officer | since 2023 |
| Jonathan Brant | Foundation Director | since 2019 |
| Ormsby URI | Chief Financial Officer | since 2021 |
| Phil Fernandez | Chief Foundation Officer | since 2020 |
| Rundle Jeff | Executive Director | since 2019 |
| URI Ormsby | Chief Financial Officer | 2023 |
| URI Ormsby End 1223 | Chief Financial Officer | 2024 |
Pay and hours
year to 31 May 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Richard W Banks | Chairman | 2 | $0 | ||
| Randall D Groves | Treasurer | 2 | $0 | ||
| Stavan R Bhatt | Director | 1 | $0 | ||
| Michael Allen Bickford | Director | 1 | $0 | ||
| Arthur C Carmichael Jr | Director | 1 | $0 | ||
| Karl Chiao | Director | 1 | $0 | ||
| John Chisholm | Director | 1 | $0 | ||
| Jeffrey M Flanagan | Director | 1 | $0 | ||
| Scott E Grotjan | Director | 1 | $0 | ||
| Zachary T Haines | Director | 1 | $0 | ||
| Kent R Mire | Director | 1 | $0 | ||
| Martin E Obst | Director | 1 | $0 | ||
| Thomas C Olver | Director | 1 | $0 | ||
| R Thomas Reeves | Director | 1 | $0 | ||
| Richard A Sabol | Director | 1 | $0 | ||
| John W Torget | Director | 1 | $0 | ||
| Bruce J Wenger | Director | 1 | $0 | ||
| Austin Marple | Chief Financial Officer | 10 | $0 | $153k | $7k |
| Jeff Rundle | Chief Executive Officer | 10 | $0 | $304k | $34k |
| Phil Fernandez | Chief Foundation Officer | 36 | $0 | $179k | $35k |
Colorado roster
22 listediOfficers, directors and trustees from the latest filing with the Colorado Secretary of State (document 20263008842). Titles are as filed; some entries are registered agents or custodians of records rather than board members. Source: data.colorado.gov, public domain.| Name | Title as filed |
|---|---|
| Jeffrey Flanagan | Director |
| Earl Watkins | Director |
| Martin Obst | Director |
| Arthur Carmichael, Jr. | Director |
| Richard W Banks | Chairman |
| Scott Grotjan | Treasurer |
| Austin Marple | |
| Karl Chiao | Director |
| Austin Marple | Chief Financial Officer |
| Michael Bickford | Director |
| R. Thomas Reeves | Secretary |
| Jeff Rundle | Chief Executive Officer |
| Zachary Haines | Director |
| John Torget | Director |
| Thomas Olver | Director |
| Kent Mire | Director |
| Richard Sabol | Director |
| Phil Fernandez | Chief Foundation Officer |
| Stavan Bhatt | Director |
| Richard Banks | Chair |
| Robert Billoni | Director |
| John R. Chrisholm | Director |
About
- Legal name
- Beta Theta Pi Foundation
- EIN
- 800296934
- Address
- 5134 Bonham Rd, Oxford, OH, 45056-1429
- State
- Ohio
- 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. (as filed on the Form 990)
- Activity (NTEE)
- B82 Education
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Education
- Size band
- 8 (IRS master file code)
- Formed
- 2008
- Principal officer
- Jeff Rundle (as named on the Form 990)
- IRS ruling date
- 1 June 2009
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2025
- IRS Publication 78
- PC (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedTITLE HOLDING COMPANYBaird Fund CorporationRelatedPROMOTE AND DEVELOP INTELLECT AND CULTUREBeta Theta Pi FraternityRelatedFRATERNITY HOUSING CORPORATIONBeta Theta Pi General Fraternity House Corporation
Longest observed on the filings
≥3years on the filingsRichard W Banks
≥3years on the filingsArthur C Carmichael JR
≥3years on the filingsBruce J Wenger
≥3years on the filingsJeffrey M Flanagan
Latest return
year to 31 May 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 May 2025. US dollars, as filed.- Total assets
- $39.2m
- Total liabilities
- $621k
- Net assets or fund balances
- $38.6m
- Contributions and grants received
- $7.9m
- Program service revenue
- $0
- Grants and similar paid out
- $4.2m
- Employees
- 0
- Volunteers
- 17
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $7.2m | $7.3m | Deficit $60k |
As filed on the IRS Form 990. US dollars.
Grants paid
11 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Beta Nu of Beta Theta Pi Building Company | Designated educational area grant | $1.5m |
| Beta Theta Pi Fraternity | Leadership development | $1.4m |
| Florida Beta Student Aid Fund | Designated educational area grant | $358k |
| Forever Alpha Company | Designated educational area grant | $258k |
| Beta Theta Pi Holding Company | Designated educational area grant | $99k |
| Beta Theta Pi Housing Corporation | Designated educational area grant | $84k |
| Tau Sigma Alumni Association | Designated educational area grant | $79k |
| Wichita State House Corporation | Designated educational area grant | $44k |
| Beta Theta Pi Building Corporation | Designated educational area grant | $16k |
| Gamma Eta Association | Designated educational area grant | $9k |
| Epsilon Omicron Chapter House Corporation | Designated educational area grant | $9k |