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Epsilon Epsilon Educational Foundation FY2024 filing

Not tax-deductible

Scottsdale, AZ501(c)(7)Mutual / membership EIN 86-6052394Revenue $78K in FY2024Latest return filed Nov 14, 2025

On file with the IRSScottsdale, AZTax-exempt since Apr 1960

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Provide for a local chapter of national fraternal organization, delta tau delta, at the university of arizona. Provide an environment for current active members which encourages leadership development and provides guidance on becoming responsible citizens.

501(c)(7) social or recreational club; gifts are not tax-deductible as charitable contributions.
89¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(7)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $73K a year · 83% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
64 mo
of spending, in cash
Looks good: 63.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$3K
0.2% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$78K
-68% vs prior year
Spent
$213K
To programs
89%
Net assets
$1.1M
By yearFY2021–FY2025
Revenue
$78K
FY2024▼ -68%
Tap a bar for its year
Revenue by fiscal year
FY2021$4K
FY2022$33K
FY2023$243K
FY2024$78K
FY2025$82K
Expenses
$213K
FY2024▲ +42%
Tap a bar for its year
Expenses by fiscal year
FY2021$12K
FY2022$42K
FY2023$150K
FY2024$213K
FY2025$388K
Net assets
$1.1M
FY2024▼ -8%
Tap a bar for its year
Net assets by fiscal year
FY2021$1.0M
FY2022$1.0M
FY2023$1.2M
FY2024$1.1M
FY2025$837K

From the FY2024 Form 990 (year ending June 2024) · see the original

990 PDF Claim
You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Apr 1960.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $190K Management & general 4% · $8K Fundraising 7% · $15K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

8 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
$0Pt VII · Sec A
Edward Betterton
Vice Preside
$0Pt VII · Sec A
John Bickerstaff
Presdient+se
$0Pt VII · Sec A
Bert Braden
Director
$0Pt VII · Sec A
Jay Josephs
Director
$0Pt VII · Sec A
John Lotka
Treasurer
$0Pt VII · Sec A
Jb Shockey
Vice Preside
$0Pt VII · Sec A
Richard Voth
Director
$0Pt VII · Sec A
See Epsilon Epsilon Educational Foundation executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports University of Arizona fraternity members with leadership development and responsible citizenship guidance.

Questions for Epsilon Epsilon Educational Foundation

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3 programs · in their own filed words · FY2023
01

Provide living accomodations and meals to full time students that are members of delta tau delta, epsilon epsilon chapter. For the past 5 years we have operated at a loss and were required to refinance the property to access equity in the property fund repairs and upgrades to the property and its fixtures.

Pt IX · col B
02

Encourage philanthropic efforts directed at local and national charitable causes. The local chapter sponsored several philanthropic fund raisers during the year for several local and national charitable organzations.

Pt IX · col B
03

Encouraged Mentoring Within the Chapter

The existence of the local chapter house funded by the foundation offers a venue for alumni to meet with undergraduates regarding, school related issues and career advice.

Pt IX · col B

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$78K
Ln 12
Investment incomeLn 3$43K
Gifts and grantsLn 1h$35K
Money outPt IX
$213K
Ln 25
Programscol B$190K
Managementcol C$8K
Fundraisingcol D$15K
Owns and owesPt X
$1.1M
net assets · Ln 32
Cash and savingsLn 1–2$1.1M
Total assetsLn 16$1.1M
LiabilitiesLn 26$3K
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$35K
Investment incomeLn 3$43K
Total revenueLn 12$78K
Assets in detailPt X, end of year
CashLn 1$581
SavingsLn 2$1.1M
Cash and savings togetherLn 1–2$1.1M
Land, buildings, equipmentLn 10c$20K
Total assetsLn 16$1.1M
LiabilitiesLn 26$3K
Net assetsLn 32$1.1M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$1.2M$1.1M
Land, buildings, equipmentLn 10c$20K
Total assetsLn 16$1.2M$1.1M
LiabilitiesLn 26$0$3K
Net assetsLn 32$1.2M$1.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other fees for servicesLn 11g$15K$2K$6K$6K
Office expensesLn 13$3K$1K$2K
OccupancyLn 16$15K$15K
Conferences, conventions and meetingsLn 19$164K$156K$8K
Depreciation, depletion and amortizationLn 22$8K$8K
InsuranceLn 23$7K$7K
Total functional expensesLn 25$213K$190K$8K$15K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Nov 14, 2025 $82K$388K−$307K$837K 990 PDF
FY2024 ViewingFiled with the IRS Oct 15, 2024 $78K$213K−$135K$1.1M 990 PDF
FY2023Filed with the IRS Apr 3, 2024 $243K$150K$93K$1.2M 990 PDF
FY2022Filed with the IRS Sep 27, 2022 $33K$42K−$9K$1.0M 990 PDF
FY2021Filed with the IRS Aug 12, 2022 $4K$12K−$8K$1.0M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $78,359 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $243,343$35,224
I-9 Program service revenue$0
I-10 Investment incomePrior year $12,329$43,135
I-11 Other revenue$0
I-12 Total revenuePrior year $255,672$78,359
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising feesPrior year $7,666$0
I-17 Other expensesPrior year $142,381$212,866
I-18 Total expensesPrior year $150,047$212,866
I-19 Revenue less expensesPrior year $105,625−$134,507
Part VI · Governance 4 of 4 board members independent, 4 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $78,359 across 4 lines filed
VIII-1f All other contributions, gifts and grants$35,224
VIII-1h Total contributions, gifts and grants$35,224
VIII-3 Investment incomeRelated to mission $43,135$43,135
VIII-12 Total revenueRelated to mission $43,135$78,359
Part IX · Statement of functional expenses $212,866 across 6 lines filed
IX-11g Other fees for servicesPrograms $2,277 · Management $6,124 · Fundraising $6,297$14,698
IX-13 Office expensesPrograms $1,237 · Management $2,011$3,248
IX-16 OccupancyPrograms $15,413$15,413
IX-19 Conferences, conventions and meetingsPrograms $155,774 · Fundraising $8,328$164,102
IX-22 Depreciation, depletion and amortizationPrograms $8,103$8,103
IX-23 InsurancePrograms $7,302$7,302
IX-25 Total functional expensesPrograms $190,106 · Management $8,135 · Fundraising $14,625$212,866
Part X · Balance sheet $1,146,370 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $2,165$581
X-2 Savings and temporary cash investmentsStart of year $1,246,977$1,125,532
X-10c Land, buildings and equipment, net$20,257
X-16 Total assetsStart of year $1,248,953$1,146,370
X-25 Other liabilities$2,724
X-26 Total liabilitiesStart of year $0$2,724
X-29 Capital stock or trust principalStart of year $38,330$38,330
X-31 Retained earnings or endowmentStart of year $1,210,623$1,105,316
X-32 Total net assets or fund balancesStart of year $1,248,953$1,143,646
X-33 Total liabilities and net assetsStart of year $1,248,953$1,146,370
Part XI · Reconciliation of net assets $1,143,646 net assets at year end
XI-1 Total revenue$78,359
XI-2 Total expenses$212,866
XI-3 Revenue less expenses−$134,507
XI-4 Net assets at start of year$1,248,953
XI-9 Other changes in net assets$29,200
XI-10 Net assets at end of year$1,143,646

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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