Beta Theta Pi Foundation
Only null% goes to programs Strong reserves Growing revenue
Beta Theta Pi Foundation is a 501(c)(3) organization based in Oxford, Ohio, registered in 2009, with $9,423,468 in FY2024 revenue. CharityIndex grades it B.
5134 Bonham Rd, Oxford, OH, 45056 EIN 80-0296934 Since 2009
Revenue (FY2024)
$9.4M
▲ 30.3% vs prior year
Education median: $200K
Expenses (FY2024)
$6.7M
Net assets
$38.6M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Beta Theta Pi Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating69 mo reserves · +29% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Beta Theta Pi Foundation: 69 mo reserves · +29% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Beta Theta Pi Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
CTransparency10% of the rating2 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Beta Theta Pi Foundation: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Contact & location
- Address
- 5134 Bonham Rd, Oxford, OH, 45056
- City
- Oxford
- State
- Ohio
- Category
- Education
- Subcategory
- Student Services & Aid
- Website
- …
Financial trends
Revenue grew from $4.8M (FY2013) to $9.4M (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $621KNet assets $38.6M
Operating margin
29.0%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$39.2M
Total liabilities
$621K
Net assets
$38.6M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $9,423,468▲30.3% | $6,693,143▼8.2% | $38,609,274▲11.3% | $39,230,472▲9.8% | 990 |
| 2023 | $7,229,366▼2.6% | $7,289,321▲22.0% | $34,682,392▲6.5% | $35,744,331▲6.8% | 990 |
| 2022 | $7,425,223▲10.8% | $5,976,117▲21.1% | $32,576,761▲1.0% | $33,457,442▲1.1% | 990 |
| 2021 | $6,703,723▲33.7% | $4,934,892▲14.8% | $32,243,972▼3.5% | $33,085,697▼2.9% | 990 |
| 2020 | $5,014,796▲18.3% | $4,299,210▼1.5% | $33,409,615▲26.0% | $34,060,012▲24.9% | 990 |
| 2019 | $4,237,409▼14.5% | $4,365,411▼31.7% | $26,517,864▼4.1% | $27,267,482▼3.6% | 990 |
| 2018 | $4,953,267▼36.6% | $6,387,143▲7.7% | $27,656,468▼8.7% | $28,295,867▼8.7% | 990 |
| 2017 | $7,813,903▲20.7% | $5,931,332▲17.7% | $30,302,134▲5.5% | $31,007,771▲5.6% | 990 |
| 2016 | $6,473,143▼18.5% | $5,040,374▼0.1% | $28,724,583▲9.1% | $29,366,248▲7.8% | 990 |
| 2015 | $7,946,470▲13.2% | $5,043,968▼12.8% | $26,319,504▲6.4% | $27,238,236▲7.4% | 990 |
| 2014 | $7,022,000▲46.7% | $5,786,228▲79.0% | $24,728,767▲5.0% | $25,366,318▲4.9% | 990 |
| 2013 | $4,787,426 | $3,233,167▼10.1% | $23,549,584▲11.6% | $24,177,837▲10.2% | 990 |
| 2012 | — | $3,597,402▲17.2% | $21,096,300▲19.9% | $21,933,899▲18.4% | 990 |
| 2011 | — | $3,069,718▼6.8% | $17,602,139▲5.6% | $18,526,317▲6.4% | 990 |
| 2010 | — | $3,292,198 | $16,667,175 | $17,406,371 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Grants received · $4.3M total
94 grants to Beta Theta Pi Foundation totaling $4.3M, reported by foundations on their Schedule I filings — showing the 15 most recent.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Greater Kansas City Community Foundation | Education | 2024 | $62,000 |
| American Online Giving Foundation Inc | General support | 2024 | $27,494 |
| Tulsa Community Foundation | General operations | 2024 | $23,000 |
| National Christian Charitable Foundation | Giving and generosity | 2024 | $10,400 |
| Morgan Stanley Global Impact Funding Trust Inc | Unrestricted general support | 2024 | $10,000 |
| Minneapolis Foundation | Donor advised, public affairs/society benefit | 2024 | $7,500 |
| Denver Foundation | Scholarships & student financial aid | 2024 | $6,000 |
| American Endowment Foundation | Educational | 2024 | $5,500 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2023 | $411,830 |
| Donor Advised Charitable Giving | Education | 2023 | $49,375 |
| Tulsa Community Foundation | General operations | 2023 | $25,000 |
| American Online Giving Foundation Inc | General support | 2023 | $21,459 |
| Oklahoma City Community Foundation Inc | General purpose | 2023 | $16,500 |
| Vanguard Charitable Endowment Program | For recipient's exempt purpose | 2023 | $11,550 |
| Minneapolis Foundation | Donor-advised, public affairs/society benefit | 2023 | $7,500 |
Similar organizations in Education
Education
Lake Ridge Academy
N Ridgeville, OH
$9.5M
C+annual revenue
Education
Council of International Schools Inc
Twinsburg, OH
$9.5M
Bannual revenue
Education
Citizens Leadership Academy East
Cleveland, OH
$9.3M
Bannual revenue
Education
University Circle Parking Services Inc
Cleveland, OH
$9.3M
Dannual revenue
Education
Open Door Christian Schools Inc
Elyria, OH
$9.3M
Bannual revenue
Education
Kappa Kappa Gamma Foundation
Dublin, OH
$9.6M
Bannual revenue
- Education
Cincinnati Preschool Program
Cincinnati, OH
$9.7M
Cannual revenue
Education
Broadway Academy Inc
Fairlawn, OH
$9.2M
Dannual revenue
- Education
Zenith Academy
Columbus, OH
$9.2M
Dannual revenue
- Education
Dayton Early College Academy Inc
Dayton, OH
$9.2M
Bannual revenue
Compare Beta Theta Pi Foundation
Frequently asked questions
- Is Beta Theta Pi Foundation a legitimate nonprofit?
- Yes. Beta Theta Pi Foundation is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 80-0296934, based in Oxford, Ohio. Donations are tax-deductible.
- What is Beta Theta Pi Foundation's EIN?
- Beta Theta Pi Foundation's Employer Identification Number (EIN) is 80-0296934.
- How much revenue does Beta Theta Pi Foundation report?
- Beta Theta Pi Foundation reported $9,423,468 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Beta Theta Pi Foundation have?
- CharityIndex grades Beta Theta Pi Foundation B, based on financial health (reserves and operating margin).
More nonprofits in Oxford
Explore more
Data for Beta Theta Pi Foundation (EIN 80-0296934) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.