Civic Intelligence

Theta XI Fraternity

990 • Fiscal year 2020 • EIN 43-0549670

Jul 01, 2019 to Jun 30, 2020 • Filed on May 15, 2021

Organization Profilewww.thetaxi.org
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

28th percentile

0.04x

Higher debt load relative to assets than 28% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

26th percentile

0.07x

Higher debt load relative to revenue than 26% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Net Margin

72nd percentile

14%

Higher net margin than 72% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

93rd percentile

$127,517

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Asset Growth

20th percentile

-4.4%

Faster asset growth than 20% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

52nd percentile

-4.3%

Faster revenue growth than 52% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$2,165,822

Down $99,422 (-4.4%) from 2019

Net Assets

Up

$2,088,405

Up $74,962 (+3.7%) from 2019

Liabilities

Down

$77,417

Down $174,384 (-69%) from 2019

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin72nd percentile

Revenue

Down

$1,188,361

Down $53,018 (-4.3%) from 2019

Expenses

Down

$1,023,756

Down $216,088 (-17%) from 2019

Net Income

Up

$164,605

Up $163,070 (+10623%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

2020

Assets$2,165,822
Liabilities$77,417
Net Assets$2,088,405
Open 2020 Filing

Operations Trend

Revenue Growth52nd percentile

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

2020

Revenue$1,188,361
Expenses$1,023,756
Net Income$164,605
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 15, 2021
Return Version
2019v5.2
Gross Receipts
$1,188,361
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$1,795,993$1,629,077▼ $166,916
Savings and Temporary Cash Investments$146,517$221,956▲ $75,439
Accounts Receivable$84,157$138,157▲ $54,000
Prepaid Expenses and Deferred Charges$153,254$85,750▼ $67,504
Land, Buildings, and Equipment, Net$6,407$4,482▼ $1,925
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$2,265,244$2,165,822▼ $99,422
Other Assets Total$78,916$86,400▲ $7,484
Liabilities
Unsecured Notes Loans Payable$145,293$0▼ $145,293
Other Liabilities$47,362$47,362→ $0
Accounts Payable and Accrued Expenses$58,429$30,055▼ $28,374
Deferred Revenue$717$0▼ $717
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$251,801$77,417▼ $174,384
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,882,274$1,954,367▲ $72,093
Net Assets With Donor Restrictions$131,169$134,038▲ $2,869
Total Net Assets Fund Balance$2,013,443$2,088,405▲ $74,962
Total Liabilities and Net Assets / Fund Balance$2,265,244$2,165,822▼ $99,422

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,718$58,884$62,602
Other Land Buildings$764$16,477$17,241

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,680,415-▲ $24,734-$1,705,149
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
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J Tanner MarcantelExecutive DirectorFT$95,302$32,215$127,517

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
$1,043,971
Investment Income
$116,283
Other Revenue
$28,107
Change in Net Assets
$164,605
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$630,464
Salaries, Compensation, and Employee Benefits$389,292
Grants and Similar Amounts Paid$4,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$230,245
Insurance---$195,078
Conferences and Meetings---$135,891
Current Officers, Directors, Trustees, and Key Employees---$113,089
Occupancy---$41,178
Travel---$34,529
Office Expenses---$31,747
Payroll Taxes---$25,475
Other Employee Benefits---$20,483
All Other Expenses---$12,543
Fees for Services Accounting---$11,510
Other Expenses---$8,826
Interest---$5,280
Grants to Domestic Individuals---$4,000
Depreciation Depletion---$1,925
Fees for Services Other---$1,528
Total Functional Expenses$0$0$0$1,023,756
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 35% controlled entity
No
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
2021-05-15
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
12
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 June 30, 2020 and August 31, 2019. 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 taxauthorities for jurisdictions in which the Fraternity has filed tax returns for years prior to the year ended August 31, 2016.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1National President
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP Administration
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP Chapter Operations
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP Alumni Affairs
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Undergraduate Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Undergraduate Director
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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.
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IRS990/OccupancyGrp/TotalAmt041178
IRS990/OfficeExpensesGrp/TotalAmt031747
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IRS990/OperateHospitalInd0false
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt020483
IRS990/OtherExpensesGrp/Desc0UNICORN PUBLICATION
IRS990/OtherExpensesGrp/Desc1CHARTERING AND COLONIZATION
IRS990/OtherExpensesGrp/Desc2PROFESSIONAL DUES
IRS990/OtherExpensesGrp/Desc3TELEPHONE EXPENSE
IRS990/OtherExpensesGrp/TotalAmt099689
IRS990/OtherExpensesGrp/TotalAmt141122
IRS990/OtherExpensesGrp/TotalAmt29618
IRS990/OtherExpensesGrp/TotalAmt38826
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IRS990/OtherRevenueTotalAmt010509
IRS990/OtherSalariesAndWagesGrp/TotalAmt0230245
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt025475
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0153254
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt085750
IRS990/PrincipalOfficerNm0J TANNER MARCANTEL
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/BusinessCd2813410
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IRS990/ProgramServiceRevenueGrp/Desc0INSURANCE ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc2SERVICE AGREEMENT WITH THETA XI FOUNDATION
IRS990/ProgramServiceRevenueGrp/Desc3SEMINAR FEES
IRS990/ProgramServiceRevenueGrp/Desc4CONVENTION FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0321530
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1601327
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt230239
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt384599
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt46276
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0321530
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1601327
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt230239
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt384599
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt46276
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
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IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt079790
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0759150
IRS990/PYOtherRevenueAmt039564
IRS990/PYProgramServiceRevenueAmt01122025
IRS990/PYRevenuesLessExpensesAmt01535
IRS990/PYSalariesCompEmpBnftPaidAmt0480694
IRS990/PYTotalExpensesAmt01239844
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01241379
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IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0164605
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/ExclusionAmt018343
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IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.92670
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IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01705149
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt024734
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01491430
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt063637
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt058884
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0THETA XI CHAPTER TRUSTS
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.07330
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The 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 June 30, 2020 and August 31, 2019. 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 taxauthorities for jurisdictions in which the Fraternity has filed tax returns for years prior to the year ended August 31, 2016.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,165,822
Liabilities
$77,417
Net assets
$2,088,405
Revenue
$1,188,361
Expenses
$1,023,756
Net income
$164,605
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
2020Detailed filing. Detailed filing data is available for this year.$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