Civic Intelligence

Theta XI Fraternity

990 • Fiscal year 2019 • EIN 43-0549670

Sep 01, 2018 to Aug 31, 2019 • Filed on Jul 15, 2020

745 Craig Road No 222Creve Coeur, MO 63141

(314) 993-6294

Siviq Scores

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

Liabilities / Assets

39th percentile

0.11x

Higher debt load relative to assets than 39% of similar nonprofits.

2019 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

39th percentile

0.20x

Higher debt load relative to revenue than 39% of similar nonprofits.

2019 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2019

Net Margin

38th percentile

0.1%

Higher net margin than 38% of similar nonprofits.

2019 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

88th percentile

$102,251

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2019 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2019

Asset Growth

56th percentile

2.0%

Faster asset growth than 56% of similar nonprofits.

2019 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

34th percentile

-1.7%

Faster revenue growth than 34% of similar nonprofits.

2019 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$2,265,244

Up $45,416 (+2.0%) from 2018

Net Assets

Up

$2,013,443

Up $34,047 (+1.7%) from 2018

Liabilities

Up

$251,801

Up $11,369 (+4.7%) from 2018

Revenue

Down

$1,241,379

Down $21,680 (-1.7%) from 2018

Expenses

Down

$1,239,844

Down $26,260 (-2.1%) from 2018

Net Income

Up

$1,535

Up $4,580 (+150%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$2,265,244
Liabilities$251,801
Net Assets$2,013,443

Operations Trend

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

2019

Revenue$1,241,379
Expenses$1,239,844
Net Income$1,535
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jul 15, 2020
Return Version
2018v3.3
Gross Receipts
$1,246,058
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.

See Schedule O.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,780,399$1,795,993▲ $15,594
Prepaid Expenses and Deferred Charges$152,068$153,254▲ $1,186
Savings and Temporary Cash Investments$113,570$146,517▲ $32,947
Accounts Receivable$90,602$84,157▼ $6,445
Land, Buildings, and Equipment, Net$6,451$6,407▼ $44
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$2,219,828$2,265,244▲ $45,416
Other Assets Total$76,738$78,916▲ $2,178
Liabilities
Unsecured Notes Loans Payable$105,293$145,293▲ $40,000
Accounts Payable and Accrued Expenses$29,392$58,429▲ $29,037
Other Liabilities$47,363$47,362▼ $1
Deferred Revenue$58,384$717▼ $57,667
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$240,432$251,801▲ $11,369
Net Assets / Fund Balance
Unrestricted Net Assets$1,854,396$1,882,274▲ $27,878
Permanently Rstr Net Assets$125,000$125,000→ $0
Temporarily Rstr Net Assets$0$6,169▲ $6,169
Total Net Assets Fund Balance$1,979,396$2,013,443▲ $34,047
Total Liabilities and Net Assets / Fund Balance$2,219,828$2,265,244▲ $45,416

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,126$57,476$62,602
Other Land Buildings$1,281$15,960$17,241

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$1,717,962$4,877▲ $110,559$152,983$1,680,415
2017$1,596,457$11,373▲ $185,356$75,224$1,717,962
2016$1,491,430$20,475▲ $154,776$70,224$1,596,457
2015$1,402,462$19,700▲ $137,552$63,637$1,491,430
2014$1,453,772$18,100▲ $652$66,598$1,402,462
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
J Tanner MarcantelExecutive DirectorFT$93,946$8,305$102,251

Board Members and Trustees

NameTitle
Jeff ArnoldNational President
Andrew WetzelDirector
Christopher BaldaufDirector
Derek AttwoodDirector
Duane JamesDirector
Corbin KehrbergUndergraduate Director
Desmond DixonUndergraduate Director
Stuart ManewithVP Administration
Adam SchafferVP Alumni Affairs
Stephen SpedaliereVP Chapter Operations
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,122,025
Investment Income
$79,790
Other Revenue
$39,564
Change in Net Assets
$1,535
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$759,150
Salaries, Compensation, and Employee Benefits$480,694
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$297,365
Insurance---$263,502
Conferences and Meetings---$162,208
Current Officers, Directors, Trustees, and Key Employees---$103,805
Office Expenses---$94,229
Travel---$54,861
Other Employee Benefits---$49,093
Occupancy---$47,292
Payroll Taxes---$30,431
All Other Expenses---$28,279
Fees for Services Accounting---$17,940
Interest---$6,122
Depreciation Depletion---$2,893
Fees for Services Other---$1,853
Other Expenses---$324
Total Functional Expenses$0$0$0$1,239,844
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Theta Xi Chapter Trusts$47,362
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6:

Theta Xi Fraternity is a membership organization comprised of undergraduate and alumni members through chapters, colonies, alumni clubs, and alumni associations.

Form 990, Part VI, Section A, Line 7A:

The 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.

Form 990, Part VI, Section B, Line 11B:

Theta 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 an independent certified public accountant followed by review by the Grand Lodge (board of directors).

Form 990, Part VI, Section B, Line 12C:

Monitoring 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, which are then filed for reference and use as necessary.

Form 990, Part VI, Section B, Line 15:

Theta Xi Fraternity's policy on compensation committee is as follows: On an annual basis, the Compensation 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 - Fraternity financial resources and sound budget practices - Affordability The Committee has the latitude to provide a change in pay, a bonus, a lump-sum "merit" increase, an increase in allowances, or non-cash compensation. Consideration of the annual Fraternity budget includes notice to the Board of Trustees for changes in compensation of all employees.

Form 990, Part VI, Section C, Line 19:

The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Theta Xi Fraternity
EIN
43-0549670
In Care Of
% THE ORGANIZATION
Phone
3149936294
Address
745 Craig Road No 222, Creve Coeur, MO 63141

Signing Officer

Name
J Tanner Marcantel
Title
Executive Director
Phone
3149936294
Signed
2020-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
J Tanner Marcantel
Formed
1960
Legal Domicile
Mo
Voting Board Members
10
Independent Board Members
10
Employees
11
Volunteers
206

Preparer

Firm
Bdo USA Llp
Address
101 S HANLEY RD STE 800, ST LOUIS, MO 63105
Preparer
Mary Jane Pieroni CPA
Phone
3148891100
Supplemental Narrative

Additional Explanations

Form 990, Part I, Organization'S 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.

Form 990, Part III, Line 4D:

Membership development program includes: leadership skills training, alumni recognition program and undergraduate member development programs.

Form 990, Part XII, Line 2C:

Theta Xi Fraternity does have a committee that assumes responsibility for oversight of the review of its financial statements and selection of an independent accountant. This process has not changed from the prior year.

Financial Statement Notes

Part V, Line 4:

The 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. As required by U.S. GAAP, net assets associated with endowment funds are classified and reported based on the existence or absence of donor imposed restrictions.

Part X, Line 2 - FIN 48 (ASC 740) Statement:

The Fraternity is exempt from federal income taxes under Section 501(a) as an organization described in Section 501(c)(7) of the Internal Revenue Code. The Fraternity has adopted the accounting guidance related to uncertain tax positions, and has evaluated its tax positions and believes that all of the positions taken by the Fraternity in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. The Fraternity's returns are subject to examination by federal and state taxing authorities, generally for three years and four years, respectively, after they are filed. The Fraternity has not taken any uncertain tax position as of August 31, 2019 and 2018. The Fraternity annually files Form 990 (Return of Organization Exempt from Income Tax) with the U.S. federal government. The Fraternity is no longer subject to U.S. federal income tax examinations by tax authorities for jurisdictions in which the Fraternity has filed tax returns for years prior to the year ended August 31, 2016.

Raw XML AppendixShowing 400 of 516 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt029392
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt058429
IRS990/AccountsReceivableGrp/BOYAmt090602
IRS990/AccountsReceivableGrp/EOYAmt084157
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0See Schedule O.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt028279
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum03149936294
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0745 CRAIG ROAD NO 222
IRS990/BooksInCareOfDetail/USAddress/CityNm0CREVE COEUR
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd063141
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0103805
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt0162208
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt079790
IRS990/CYOtherExpensesAmt0759150
IRS990/CYOtherRevenueAmt039564
IRS990/CYProgramServiceRevenueAmt01122025
IRS990/CYRevenuesLessExpensesAmt01535
IRS990/CYSalariesCompEmpBnftPaidAmt0480694
IRS990/CYTotalExpensesAmt01239844
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01241379
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt058384
IRS990/DeferredRevenueGrp/EOYAmt0717
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt02893
IRS990/Desc0Chapter services include: Leadership consultant, executive staff, and volunteer alumni officer visits to undergraduate campus chapters to overview operations, provide verbal and written advice and counsel to improve individual leadership skills and overall chapter performance. Variety of guides and educational programs for personal development, academic achievement and to improve chapter operations. Guides for volunteer alumni who serve as advisors and mentors to undergraduate members are also provided.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt011
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt017940
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt01853
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt108305
IRS990/Form990PartVIISectionAGrp/PersonNm0Jeff Arnold
IRS990/Form990PartVIISectionAGrp/PersonNm1Stuart Manewith
IRS990/Form990PartVIISectionAGrp/PersonNm2Stephen Spedaliere
IRS990/Form990PartVIISectionAGrp/PersonNm3Adam Schaffer
IRS990/Form990PartVIISectionAGrp/PersonNm4Duane James
IRS990/Form990PartVIISectionAGrp/PersonNm5Christopher Baldauf
IRS990/Form990PartVIISectionAGrp/PersonNm6Derek Attwood
IRS990/Form990PartVIISectionAGrp/PersonNm7Andrew Wetzel
IRS990/Form990PartVIISectionAGrp/PersonNm8Desmond Dixon
IRS990/Form990PartVIISectionAGrp/PersonNm9Corbin Kehrberg
IRS990/Form990PartVIISectionAGrp/PersonNm10J Tanner Marcantel
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1093946
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0National President
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP Administration
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP Chapter Operations
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP Alumni Affairs
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Undergraduate Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Undergraduate Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Executive Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr01960
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt03493
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt08172
IRS990/GrossReceiptsAmt01246058
IRS990/GrossSalesOfInventoryAmt04249
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt0263502
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt06122
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt076297
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt076297
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01780399
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01795993
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt073436
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06451
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06407
IRS990/LandBldgEquipCostOrOtherBssAmt079843
IRS990/LegalDomicileStateCd0MO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04679
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt01979396
IRS990/NetAssetsOrFundBalancesEOYAmt02013443
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03493
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03493
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt04249
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt04249
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt032512
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt047292
IRS990/OfficeExpensesGrp/TotalAmt094229
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt076738
IRS990/OtherAssetsTotalGrp/EOYAmt078916
IRS990/OtherEmployeeBenefitsGrp/TotalAmt049093
IRS990/OtherExpensesGrp/Desc0CHARTERING AND COLONIZATION
IRS990/OtherExpensesGrp/Desc1PROFESSIONAL DUES
IRS990/OtherExpensesGrp/Desc2CERTIFICATES AND TROPHIES
IRS990/OtherExpensesGrp/Desc3PROPERTY TAXES
IRS990/OtherExpensesGrp/TotalAmt047811
IRS990/OtherExpensesGrp/TotalAmt120249
IRS990/OtherExpensesGrp/TotalAmt211587
IRS990/OtherExpensesGrp/TotalAmt3324
IRS990/OtherLiabilitiesGrp/BOYAmt047363
IRS990/OtherLiabilitiesGrp/EOYAmt047362
IRS990/OtherRevenueMiscGrp/BusinessCd0813410
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03781
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03781
IRS990/OtherRevenueTotalAmt03781
IRS990/OtherSalariesAndWagesGrp/TotalAmt0297365
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt030431
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0125000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0125000
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0152068
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0153254
IRS990/PrincipalOfficerNm0J TANNER MARCANTEL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0813410
IRS990/ProgramServiceRevenueGrp/BusinessCd1813410
IRS990/ProgramServiceRevenueGrp/BusinessCd2813410
IRS990/ProgramServiceRevenueGrp/BusinessCd3813410
IRS990/ProgramServiceRevenueGrp/BusinessCd4813410
IRS990/ProgramServiceRevenueGrp/Desc0CHAPTER RISK MGMT ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc2SERVICE AGREEMENT WITH THETA XI FOUNDATION
IRS990/ProgramServiceRevenueGrp/Desc3SEMINAR FEES
IRS990/ProgramServiceRevenueGrp/Desc4CONVENTION FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0340153
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1632958
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt236973
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3110606
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt41335
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0340153
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1632958
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt236973
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3110606
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt41335
IRS990/ProgSrvcAccomActy2Grp/Desc0Insurance 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.
IRS990/ProgSrvcAccomActy3Grp/Desc0National convention includes: exercises in self-governance, educational and leadership skills workshops, recognition of academic and operations accomplishments, sharing of best practices and ritual exemplification.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt084718
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0763080
IRS990/PYOtherRevenueAmt044196
IRS990/PYProgramServiceRevenueAmt01134145
IRS990/PYRevenuesLessExpensesAmt0-3045
IRS990/PYSalariesCompEmpBnftPaidAmt0503024
IRS990/PYTotalExpensesAmt01266104
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01263059
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01535
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt031534
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt031534
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0113570
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0146517
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.92560
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01717962
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt04877
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01680415
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0110559
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0152983
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01596457
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt011373
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01717962
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0185356
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt075224
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01491430
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt020475
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01596457
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0154776
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt070224
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01402462
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt019700
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01491430
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt04647
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0137552
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt063637
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01453772
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt018100
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01402462
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt03464
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0652
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt066598
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt05126
IRS990ScheduleD/EquipmentGrp/DepreciationAmt057476
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt062602
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01281
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt015960
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt017241
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt047362
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0THETA XI CHAPTER TRUSTS
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.07440

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2019Detailed filing. Detailed filing data is available for this year.$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