AUMdb

Beta Zeta Foundation

EIN 356041567 · 501(c)(7) · Public charity · Carmel, IN · recognized 2014

Assets
$2.4M
Revenue
$848K
Expenses
$760K
Investment income
$9.5K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Zach Roberts Director $0 $0
Matt Goodnight Director $0 $0
Jeff O'brien Director $0 $0
Andy Wiersma Director $0 $0
Steve Vedra Director $0 $0
Randy Claybrook Director $0 $0
Derek Burns Director $0 $0
Jerry Wiley Director $0 $0
Leroy Rhea Iii President $0 $0
Matt Perkins Vice preside $0 $0
Dustin Sickinger Secretary $0 $0
Russell Nichols Treasurer $0 $0