BEducationEIN: 800296934· Ruling Year: 2009

Beta Theta Pi Foundation

Oxford, Ohio

AHealth Score
90A

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Excellent

How This Organization Compares

Compared to 4 peers in Education with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org5.45×
Peer Median20.77×
💰
$7.4M
Total Revenue
📊
$6.0M
Total Expenses
🏦
$32.6M
Net Assets
📋
$881K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+10.8%
Year-over-year change (2022 → 2023)
Net Margin
+19.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
5.45
Net assets divided by total expenses
Liabilities-to-Assets
2.6%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$7,425,22311%$5,976,11721%$33,457,4421%
2022$6,703,72334%$4,934,89215%$33,085,6973%
2021$5,014,79618%$4,299,2102%$34,060,01225%
2020$4,237,40914%$4,365,41132%$27,267,4824%
2019$4,953,26737%$6,387,1438%$28,295,8679%
2018$7,813,90321%$5,931,33218%$31,007,7716%
2017$6,473,14319%$5,040,374$29,366,2488%
2016$7,946,47013%$5,043,96813%$27,238,2367%
2015$7,022,00047%$5,786,22879%$25,366,3185%
2014$4,787,42622%$3,233,16710%$24,177,83710%
2013$6,111,49816%$3,597,40217%$21,933,89918%
2012$5,256,3929%$3,069,7187%$18,526,3176%
2011$4,831,236$3,292,198$17,406,371

Frequently Asked Questions

What does Beta Theta Pi Foundation do?

Beta Theta Pi Foundation is a education nonprofit organization based in Ohio. It is classified under NTEE code B82 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Beta Theta Pi Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Beta Theta Pi Foundation has a score of 90/100 (Grade: A). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Beta Theta Pi Foundation generate?

Beta Theta Pi Foundation reports $7.2M in annual revenue and holds $35.7M in total assets, based on IRS filings.

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