Civic Intelligence

Theta XI Fraternity

990 • Fiscal year 2011 • EIN 43-0549670

Jul 01, 2010 to Jun 30, 2011 • Filed on Nov 14, 2011

Organization ProfileTHETAXI.ORG
745 Craig Road No 22263141
Siviq Scores

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

Liabilities / Assets

30th percentile

0.12x

Higher debt load relative to assets than 30% of similar nonprofits.

2011 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets30th percentile

Assets

$1,830,453

No earlier filing loaded for comparison.

Net Assets

$1,617,425

No earlier filing loaded for comparison.

Liabilities

$213,028

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$806,071

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,830,453Liabilities 2011: $213,028Net Assets 2011: $1,617,4252011Assets 2012: $1,887,964Liabilities 2012: $210,558Net Assets 2012: $1,677,4062012Assets 2013: $2,072,125Liabilities 2013: $207,066Net Assets 2013: $1,865,0592013Assets 2014: $1,978,897Liabilities 2014: $324,462Net Assets 2014: $1,654,4352014Assets 2015: $1,916,297Liabilities 2015: $262,549Net Assets 2015: $1,653,7482015Assets 2016: $2,013,553Liabilities 2016: $262,680Net Assets 2016: $1,750,8732016Assets 2017: $2,057,052Liabilities 2017: $178,550Net Assets 2017: $1,878,5022017Assets 2018: $2,219,828Liabilities 2018: $240,432Net Assets 2018: $1,979,3962018Assets 2019: $2,265,244Liabilities 2019: $251,801Net Assets 2019: $2,013,4432019Assets 2020: $2,165,822Liabilities 2020: $77,417Net Assets 2020: $2,088,4052020Assets 2021: $2,884,253Liabilities 2021: $110,555Net Assets 2021: $2,773,6982021Assets 2022: $2,673,332Liabilities 2022: $136,821Net Assets 2022: $2,536,5112022Assets 2023: $2,767,895Liabilities 2023: $232,421Net Assets 2023: $2,535,4742023Assets 2024: $2,910,633Liabilities 2024: $165,537Net Assets 2024: $2,745,0962024Assets 2025: $3,094,852Liabilities 2025: $170,118Net Assets 2025: $2,924,7342025

Highlighted filing

2011

Assets$1,830,453
Liabilities$213,028
Net Assets$1,617,425
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $806,0712011Expenses 2012: $889,5892012Revenue 2013: $910,835Expenses 2013: $856,100Net Income 2013: $54,7352013Revenue 2014: $1,277,631Expenses 2014: $1,558,210Net Income 2014: -$280,5792014Revenue 2015: $1,145,396Expenses 2015: $1,098,898Net Income 2015: $46,4982015Revenue 2016: $1,296,831Expenses 2016: $1,163,395Net Income 2016: $133,4362016Revenue 2017: $1,116,283Expenses 2017: $1,084,768Net Income 2017: $31,5152017Revenue 2018: $1,263,059Expenses 2018: $1,266,104Net Income 2018: -$3,0452018Revenue 2019: $1,241,379Expenses 2019: $1,239,844Net Income 2019: $1,5352019Revenue 2020: $1,188,361Expenses 2020: $1,023,756Net Income 2020: $164,6052020Revenue 2021: $1,078,305Expenses 2021: $806,713Net Income 2021: $271,5922021Revenue 2022: $1,187,038Expenses 2022: $1,126,000Net Income 2022: $61,0382022Revenue 2023: $1,241,419Expenses 2023: $1,443,109Net Income 2023: -$201,6902023Revenue 2024: $1,220,112Expenses 2024: $1,270,778Net Income 2024: -$50,6662024Revenue 2025: $1,531,302Expenses 2025: $1,449,838Net Income 2025: $81,4642025

Highlighted filing

2011

Revenue-
Expenses$806,071
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Nov 14, 2011
Return Version
2010v3.4
Gross Receipts
$1,078,731
Mission and Program Overview

Mission

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

Major Activities

Activity 2
Insurance program includes: liability insurance; undergraduate risk management education that addresses alcohol use, illegal drugs, sexual abuse and hazing; undergraduate and alumni risk management workshops; articles, and incident investigations.
Activity 3
National convention includes: exercises in self-governance, educational and leadership skills workshops, recognition of academic and operations accomplishments, sharing of best practices and ritual exemplification.
Filing and Contact Details

Filer

EIN
43-0549670
Raw XML AppendixShowing 400 of 465 raw XML fields

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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE FRATERNITY'S ENDOWMENT CONSISTS OF DONOR RESTRICTED AND BOARD DESIGNATED FUNDS. THE DONOR RESTRICTED ENDOWMENT (ENDOWMENT EDUCATION FUND) WAS ESTABLISHED THROUGH A GRANT AGREEMENT BETWEEN THETA XI FOUNDATION AND THE FRATERNITY. THE GRANT CORPUS IS TO BE HELD IN PERPETUITY WHILE EARNINGS ARE TO BE USED TO RECOGNIZE AND PROMOTE ACADEMIC ACHIEVEMENT AND THE COSTS OF OTHER QUALIFIED EDUCATION PROGRAMS. THE BOARD DESIGNATED ENDOWMENT (LIFE MEMBERSHIP FUND) WAS ESTABLISHED TO PROVIDE INCOME TO THE GENERAL FUND OF THE FRATERNITY FOR THE SUPPORT OF QUALIFYING FRATERNITY EDUCATIONAL PROGRAMS.
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IRS990ScheduleD/OtherLiabilities/Description0XI CHAPTER TRUST
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IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: THETA XI FRATERNITY PROVIDES EDUCATIONAL AWARDS TO UNDERGRADUATE CHAPTERS THROUGH A TRANSFER OF FUNDS TO THE THETA XI FOUNDATION TO DISTRIBUTE IN COMPLIANCE WITH IRS GUIDELINES FOR 501(C)(3) ORGANIZATIONS.
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation1THETA XI FRATERNITY HAS TWO DIFFERENT TYPES OF GRANTS IT ISSUES TO ITS CHAPTERS. THE ALCOHOL FREE GRANT IS GIVEN TO CHAPTERS WHO DECLARE THEIR HOUSE ALCOHOL FREE. THE ACADEMIC GRANT IS GIVEN TO A CHAPTER WHEN ITS AVERAGE GPA IS DETERMINED TO BE HIGHER THAN ANY OTHER FRATERNITY ON CAMPUS. A CHAPTER CAN BE GIVEN ONE OF THESE AWARDS EACH ACADEMIC SCHOOL YEAR. THE AWARDS ARE DEPOSITED INTO THE CHAPTER'S RESPECTIVE EDUCATION ACCOUNT WITH THE THETA XI FOUNDATION TO DISTRIBUTE IN COMPLIANCE WITH IRS GUIDELINES FOR 501(C)(3) ORGANIZATIONS.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier1OTHER INFORMATION:
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IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10THETA XI FOUNDATION
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IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants01
IRS990ScheduleJ/BoardOrCommitteeApproval0X
IRS990ScheduleJ/CompensationCommittee0X
IRS990ScheduleJ/EquityBasedCompArrangement00
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg068796
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0JAMES E. VREDENBURGH SERVES AS THE EXECUTIVE DIRECTOR FOR BOTH THETA XI FRATERNITY AND THETA XI FOUNDATION, UNRELATED ORGANIZATIONS. HE IS EMPLOYED BY THETA XI FOUNDATION AND A PERCENTAGE OF HIS COMPENSATION IS REIMBURSED TO THETA XI FOUNDATION FROM THETA XI FRATERNITY BASED UPON TIME SHEETS MAINTAINED AND SUBMITTED ON A MONTHLY BASIS. DURING THE CURRENT REPORTING PERIOD, THE AMOUNT ATTRIBUTABLE TO SERVICES PERFORMED IN THE CAPACITY AS THE EXECUTIVE DIRECTOR OF THETA XI FRATERNITY WAS $78,635.
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier0SUPPLEMENTAL INFORMATION
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0PART III
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0JIM VREDENBURGH
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg09839
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg078635
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan00
IRS990ScheduleJ/WrittenEmploymentContract0X
IRS990ScheduleL/Form990ScheduleLPartIV/AmountOfTransaction078635
IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction0JAMES E. VREDENBURGH SERVES AS THE EXECUTIVE DIRECTOR FOR BOTH THETA XI FOUNDATION AND THETA XI FRATERNITY, UNRELATED ORGANIZATIONS. HE IS EMPLOYED BY THETA XI FOUNDATION AND A PERCENTAGE OF HIS COMPENSATION IS REIMBURSED TO THETA XI FOUNDATION FROM THETA XI FRATERNITY BASED UPON TIME SHEETS MAINTAINED AND SUBMITTED ON A MONTHLY BASIS. THE NET APPLICABLE COMPENSATION IS REASONABLY PRESENTED ON EACH ORGANIZATION'S FEDERAL FORM 990 AND RELATED SCHEDULES.
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson0JAMES E VREDENBURGH
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship0EXECUTIVE DIRECTOR
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues00
IRS990ScheduleO/GeneralExplanation/Explanation0THETA XI FRATERNITY IS A MEMBERSHIP ORGANIZATION COMPRISED OF UNDERGRADUATE AND ALUMNI MEMBERS THROUGH CHAPTERS, COLONIES, ALUMNI CLUBS, AND ALUMNI ASSOCIATIONS.
IRS990ScheduleO/GeneralExplanation/Explanation1THE SUPREME AUTHORITY OF THE FRATERNITY IS THE NATIONAL CONVENTION. EACH CHAPTER, COLONY, ALUMNI CLUB AND ALUMNI ASSOCIATION IN GOOD STANDING IS ENTITLED TO A DELEGATE AT THE NATIONAL CONVENTION. DURING THE INTERIM BETWEEN NATIONAL CONVENTIONS, THE AUTHORITY TO ACT FOR THE FRATERNITY SHALL BE VESTED IN THE BOARD OF DIRECTORS KNOWN AS THE 'GRAND LODGE'.
IRS990ScheduleO/GeneralExplanation/Explanation2THETA XI FRATERNITY PROCEDURES FOR PREPARATION OF AND INTERNAL APPROVAL OF FORM 990, INCLUDING ALL SCHEDULES, PRIOR TO ITS SUBMISSION TO THE INTERNAL REVENUE SERVICE SHALL CONSIST OF PREPARATION BY STAFF WITH ASSISTANCE AND COUNSEL OF AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT FOLLOWED BY REVIEW BY THE GRAND LODGE (BOARD OF DIRECTORS).
IRS990ScheduleO/GeneralExplanation/Explanation3MONITORING AND ENFORCEMENT IS ESTABLISHED BY DISTRIBUTING THE CONFLICT OF INTEREST STATEMENT TO ALL GRAND LODGE DIRECTORS AT THEIR FIRST MEETING OF THE FISCAL YEAR OR FOLLOWING ELECTIONS. DISCUSSION AND QUESTIONS REGARDING THE POLICY ARE ADDRESSED PRIOR TO COLLECTING EXECUTED STATEMENTS FOR EACH DIRECTOR THAT IS THEN FILED FOR REFERENCE AND USE, AS NECESSARY.
IRS990ScheduleO/GeneralExplanation/Explanation4THE EXECUTIVE DIRECTOR, JAMES VREDENBURGH, IS COMPENSATED BY THETA XI FOUNDATION, AN UNRELATED ORGANIZATION. THETA XI FRATERNITY REIMBURSES THETA XI FOUNDATION BASED ON TIME SHEETS MAINTAINED AND SUBMITTED ON A MONTHLY BASIS. THETA XI FOUNDATION'S POLICY ON COMPENSATION COMMITTEE IS AS FOLLOWS: THE COMPENSATION COMMITTEE SHALL BE COMPOSED OF FOUNDATION CHAIRMAN AS CHAIRMAN OF THE COMMITTEE WITH THE TREASURER AND EX-OFFICIO NATIONAL PRESIDENT AS THE ADDITIONAL COMPENSATION COMMITTEE MEMBERS. ON AN ANNUAL BASIS, THE COMMITTEE: - REVIEWS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR BASED ON ACHIEVEMENTS AGAINST THE ESTABLISHED GOALS AND OVERALL PERFORMANCE. - THE COMMITTEE SEEKS THE INPUT OF THE BOARD OF TRUSTEES IN COMPLETING THIS REVIEW. - MAY REVIEW APPROPRIATE MARKET DATA ON COMPENSATION FOR EXECUTIVE DIRECTORS AT SIMILAR NOT-FOR-PROFIT ORGANIZATIONS, AS SUPPLIED AND ANALYZED BY THE COMPENSATION COMMITTEE CHAIR. - THE COMMITTEE DETERMINES ANY CHANGE IN COMPENSATION FOR THE EXECUTIVE DIRECTOR BASED ON: - JOB PERFORMANCE - FOUNDATION FINANCIAL RESOURCES AND SOUND BUDGET PRACTICES - AFFORDABILITY THE COMMITTEE HAS THE LATITUDE TO PROVIDE A CHANGE IN BASE PAY, A BONUS, A LUMP-SUM "MERIT" INCREASE, AN INCREASE IN ALLOWANCES, OR NON-CASH COMPENSATION. CONSIDERATION OF THE ANNUAL FOUNDATION BUDGET INCLUDES NOTICE TO THE BOARD OF TRUSTEES FOR CHANGES IN COMPENSATION OF ALL EMPLOYEES.
IRS990ScheduleO/GeneralExplanation/Explanation5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation6NET UNREALIZED GAINS ON INVESTMENTS: 146,148.
IRS990ScheduleO/GeneralExplanation/Explanation7THETA XI FRATERNITY CONTRACTS FOR EXECUTIVE DIRECTOR SERVICES THROUGH THETA XI FOUNDATION, AN UNRELATED ORGANIZATION. THE FOUNDATION DETERMINES THE OVERALL COMPENSATION FOR THE EXECUTIVE DIRECTOR AND RECEIVES REMUNERATION BASED ON ACTUAL TIME SPENT PROVIDING SERVICES TO THE FRATERNITY. DURING THE CURRENT REPORTING PERIOD, THE EXECUTIVE DIRECTOR'S TOTAL REPORTABLE COMPENSATION WAS $94,916, OF WHICH $68,796 WAS ATTRIBUTABLE TO SERVICES PROVIDED IN THE CAPACITY AS THE EXECUTIVE DIRECTOR OF THETA XI FRATERNITY AND THE REMAINING $26,120 WAS ATTRIBUTABLE TO SERVICES PROVIDED IN THE CAPACITY AS THE EXECUTIVE DIRECTOR OF THETA XI FOUNDATION. THE TOTAL OTHER COMPENSATION RECEIVED WAS $25,203, OF WHICH $9,839 WAS ATTRIBUTABLE TO THETA XI FRATERNITY AND $15,364 WAS ATTRIBUTABLE TO THETA XI FOUNDATION.
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/GeneralExplanation/Identifier1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/Identifier2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/Identifier3CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/Identifier4COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART XI, LINE 5:
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VII, SECTION A:
IRS990/ScheduleORequired01
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0MO
IRS990/StatesWhereCopyOfReturnIsFiled0MO
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/TemporarilyRestrictedNetAssets/BOY011593
IRS990/TemporarilyRestrictedNetAssets/EOY011680
IRS990/Terminated00
IRS990/TermOrPermanentEndowments01
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10745 CRAIG ROAD NO 222
IRS990/TheBooksAreInCareOf/AddressUS/City0CREVE COEUR
IRS990/TheBooksAreInCareOf/AddressUS/State0MO
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode063141
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10THE ORGANIZATION
IRS990/TheBooksAreInCareOf/TelephoneNumber03149936294
IRS990/TotalAssets/BOY01548949
IRS990/TotalAssetsBOY01548949
IRS990/TotalAssets/EOY01830453

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,830,453
Liabilities
$213,028
Net assets
$1,617,425
Revenue
-
Expenses
$806,071
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.09$0.17$2.92$1.53$1.45$0.08
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.91$0.17$2.75$1.22$1.27$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.23$2.54$1.24$1.44$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.67$0.14$2.54$1.19$1.13$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.88$0.11$2.77$1.08$0.81$0.27
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.17$0.08$2.09$1.19$1.02$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.25$2.01$1.24$1.24$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.24$1.98$1.26$1.27$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.18$1.88$1.12$1.08$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.01$0.26$1.75$1.30$1.16$0.13
2015Detailed filing. Detailed filing data is available for this year.$1.92$0.26$1.65$1.15$1.10$0.05
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.32$1.65$1.28$1.56$0.28
2013Summary only. Only limited summary data is available for this year.$2.07$0.21$1.87$0.91$0.86$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$0.21$1.68$0.89
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.83$0.21$1.62$0.81