Civic Intelligence

Theta XI Fraternity - Mu Chapter

990EZ • Fiscal year 2023 • EIN 42-0561005

Aug 01, 2022 to Jul 31, 2023 • Filed on Oct 03, 2023

Organization ProfileWWW.THETAXIISU.ORG
315 Welch AvenueAmes, IA 50014-7271

(515) 289-8375

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

45th percentile

0.8%

Higher net margin than 45% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

70th percentile

10%

Faster asset growth than 70% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$11,431

Up $1,080 (+10%) from 2022

Net Assets

Up

$11,431

Up $1,080 (+10%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin45th percentile

Revenue

Up

$139,996

Up $25,101 (+22%) from 2022

Expenses

Up

$138,916

Up $16,379 (+13%) from 2022

Net Income

Up

$1,080

Up $8,722 (+114%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40K$20K$0-$20K-$40KAssets 2011: $4,530Liabilities 2011: $02011Assets 2012: $1,140Net Assets 2012: $1,1402012Assets 2013: $569Net Assets 2013: $5692013Assets 2014: $275Net Assets 2014: $2752014Assets 2015: $445Net Assets 2015: $4452015Assets 2016: $25Liabilities 2016: $40,000Net Assets 2016: -$39,9752016Assets 2017: $18,622Liabilities 2017: $40,000Net Assets 2017: -$21,3782017Assets 2018: $16,294Liabilities 2018: $39,437Net Assets 2018: -$23,1432018Assets 2019: $11,120Liabilities 2019: $02019Assets 2021: $17,993Net Assets 2021: $17,9932021Assets 2022: $10,351Net Assets 2022: $10,3512022Assets 2023: $11,431Net Assets 2023: $11,4312023Assets 2024: $14,147Net Assets 2024: $14,1472024

Highlighted filing

2023

Assets$11,431
Liabilities-
Net Assets$11,431
Open 2023 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2011: $70,020Expenses 2011: $66,403Net Income 2011: $3,6172011Revenue 2012: $95,556Expenses 2012: $98,946Net Income 2012: -$3,3902012Revenue 2013: $102,120Expenses 2013: $102,691Net Income 2013: -$5712013Revenue 2014: $106,157Expenses 2014: $106,451Net Income 2014: -$2942014Revenue 2015: $140,033Expenses 2015: $139,863Net Income 2015: $1702015Revenue 2016: $95,814Expenses 2016: $136,234Net Income 2016: -$40,4202016Revenue 2017: $183,749Expenses 2017: $168,796Net Income 2017: $14,9532017Revenue 2018: $194,514Expenses 2018: $196,279Net Income 2018: -$1,7652018Revenue 2019: $192,138Expenses 2019: $197,312Net Income 2019: -$5,1742019Revenue 2021: $107,179Expenses 2021: $104,500Net Income 2021: $2,6792021Revenue 2022: $114,895Expenses 2022: $122,537Net Income 2022: -$7,6422022Revenue 2023: $139,996Expenses 2023: $138,916Net Income 2023: $1,0802023Revenue 2024: $115,377Expenses 2024: $112,661Net Income 2024: $2,7162024

Highlighted filing

2023

Revenue$139,996
Expenses$138,916
Net Income$1,080
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Oct 3, 2023
Return Version
2022v5.0
Gross Receipts
$139,996
Mission and Program Overview

Mission

College social fraternity

The purpose of theta xi is to provide a college home environment for its active members in which fellowship and alumni guidance lead to wholesome mental, moral, physical, and spiritual growth.

Program Services

DescriptionGrantsExpenses
PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS - TOTAL OF 34 MEMBERS FOR THE YEAR.--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES MILLARPresident-$0--
EVAN ROSSMANJunior Stewa-$0--
AUSTIN ADAMSSecretary-$0--
ANTON TABATSKIYSenior Stewa-$0--
JACOB BAUNTreasurer-$0--
GEOFFREY ASTORVice Preside-$0--
BLAKE PANGPhilanthorpy-$0--
Filing and Contact Details

Filer

Filer Name
Theta Xi Fraternity
EIN
42-0561005
Address
315 WELCH AVENUE, AMES, IA 50014-7271

Signing Officer

Name
Charles Millar
Title
President
Signed
2023-10-03
Discuss with paid preparer
Yes

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Elizabeth Brewer
Phone
2057587754
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses conferences & conventions 1,150 chapter dues & fees 17,535 chapter operations 13,175 kitchen expenses 33,816 total 65,676”

Form 990-ez, Part III

“The purpose of theta xi is to provide a college home environment for its active members in which fellowship and alumni guidance lead to wholesome mental, moral, physical, and spiritual growth.”

Raw XML Appendix112 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0TYSEN LANDMESSER
IRS990EZ/BooksInCareOfDetail/PhoneNum05152898375
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ANKENY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050023
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010351
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011431
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01080
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03463
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt011431
IRS990EZ/GrossReceiptsAmt0139996
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00277
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010351
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011431
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010351
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011431
IRS990EZ/OccupancyRentUtltsAndMaintAmt067988
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARLES MILLAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EVAN ROSSMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AUSTIN ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANTON TABATSKIY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JACOB BAUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GEOFFREY ASTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BLAKE PANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1JUNIOR STEWA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SENIOR STEWA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PHILANTHORPY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt065676
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THETA XI IS TO PROVIDE A COLLEGE HOME ENVIRONMENT FOR ITS ACTIVE MEMBERS IN WHICH FELLOWSHIP AND ALUMNI GUIDANCE LEAD TO WHOLESOME MENTAL, MORAL, PHYSICAL, AND SPIRITUAL GROWTH.
IRS990EZ/PrintingPublicationsPostageAmt01789
IRS990EZ/ProgramServiceRevenueAmt0139996
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS - TOTAL OF 34 MEMBERS FOR THE YEAR.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0138916
IRS990EZ/TotalRevenueAmt0139996
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.THETAXIISU.ORG/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFERENCES & CONVENTIONS 1,150 CHAPTER DUES & FEES 17,535 CHAPTER OPERATIONS 13,175 KITCHEN EXPENSES 33,816 TOTAL 65,676
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PURPOSE OF THETA XI IS TO PROVIDE A COLLEGE HOME ENVIRONMENT FOR ITS ACTIVE MEMBERS IN WHICH FELLOWSHIP AND ALUMNI GUIDANCE LEAD TO WHOLESOME MENTAL, MORAL, PHYSICAL, AND SPIRITUAL GROWTH.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES MILLAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THETA XI FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0112 MU CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0THET
ReturnHeader/Filer/EIN0420561005
ReturnHeader/Filer/USAddress/AddressLine1Txt0315 WELCH AVENUE
ReturnHeader/Filer/USAddress/CityNm0AMES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd0500147271
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEK RESOURCE SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354031880
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH BREWER
ReturnHeader/ReturnTs02023-10-09T10:08:37-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JACOB
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SWANSON
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,431
Liabilities
-
Net assets
$11,431
Revenue
$139,996
Expenses
$138,916
Net income
$1,080
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.14$0.14$1.15$1.13$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.11$0.11$1.40$1.39$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.10$0.10$1.15$1.23$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.18$0.18$1.07$1.05$0.03
2019Summary only. Only limited summary data is available for this year.$0.11$0.00$1.92$1.97$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.16$0.39$0.23$1.95$1.96$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.19$0.40$0.21$1.84$1.69$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.40$0.40$0.96$1.36$0.40
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$1.40$1.40$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$1.06$1.06$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.01$1.02$1.03$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.01$0.96$0.99$0.03
2011Summary only. Only limited summary data is available for this year.$0.05$0.00$0.70$0.66$0.04