Civic Intelligence

Theta XI Foundation

EIN 43-6049500 • 501(c)3 • Atlanta, GA

View Organization Page

Profile

To provide educational programming and scholarship assistance to the undergratuate members of theta xi fraternity.

260 Peachtreet Street NW 900Atlanta, GA 30303

thetaxi.org/FOUNDATION

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

26th percentile

0.02x

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

501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

38th percentile

0.09x

Higher debt load relative to revenue than 38% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

6th percentile

-52%

Higher net margin than 6% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

8th percentile

-15%

Faster asset growth than 8% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-59%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$5,678,071

Up $480,251 (+9.2%) from 2023

Liabilities

Up

$228,011

Up $126,636 (+125%) from 2023

Net Assets

Up

$5,450,060

Up $353,615 (+6.9%) from 2023

Operations
Liabilities / Revenue38th percentileNet Margin6th percentile

Revenue

Down

$779,650

Down $312,635 (-29%) from 2023

Expenses

Down

$693,622

Down $964,727 (-58%) from 2023

Net Income

Up

$86,028

Up $652,092 (+115%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,353,314Liabilities 2011: $16,241Net Assets 2011: $1,337,0732011Assets 2012: $1,557,820Liabilities 2012: $7,721Net Assets 2012: $1,550,0992012Assets 2013: $1,727,655Liabilities 2013: $2,005Net Assets 2013: $1,725,6502013Assets 2014: $1,798,944Liabilities 2014: $16,629Net Assets 2014: $1,782,3152014Assets 2015: $1,919,874Liabilities 2015: $69,489Net Assets 2015: $1,850,3852015Assets 2016: $2,322,466Liabilities 2016: $103,325Net Assets 2016: $2,219,1412016Assets 2017: $3,168,948Liabilities 2017: $14,110Net Assets 2017: $3,154,8382017Assets 2018: $3,914,869Liabilities 2018: $5,050Net Assets 2018: $3,909,8192018Assets 2019: $3,924,042Liabilities 2019: $18,264Net Assets 2019: $3,905,7782019Assets 2020: $4,015,289Liabilities 2020: $25,112Net Assets 2020: $3,990,1772020Assets 2021: $4,658,537Liabilities 2021: $34,765Net Assets 2021: $4,623,7722021Assets 2022: $6,097,582Liabilities 2022: $133,370Net Assets 2022: $5,964,2122022Assets 2023: $5,197,820Liabilities 2023: $101,375Net Assets 2023: $5,096,4452023Assets 2024: $5,678,071Liabilities 2024: $228,011Net Assets 2024: $5,450,0602024

Highlighted filing

2024

Assets$5,678,071
Liabilities$228,011
Net Assets$5,450,060
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $295,2642011Expenses 2012: $257,1572012Revenue 2013: $4,640Expenses 2013: $28,907Net Income 2013: -$24,2672013Revenue 2014: $491,801Expenses 2014: $416,673Net Income 2014: $75,1282014Revenue 2015: $675,995Expenses 2015: $271,431Net Income 2015: $404,5642015Revenue 2016: $627,585Expenses 2016: $304,042Net Income 2016: $323,5432016Revenue 2017: $1,110,983Expenses 2017: $228,013Net Income 2017: $882,9702017Revenue 2018: $1,213,787Expenses 2018: $543,425Net Income 2018: $670,3622018Revenue 2019: $1,069,056Expenses 2019: $1,050,479Net Income 2019: $18,5772019Revenue 2020: $813,594Expenses 2020: $730,276Net Income 2020: $83,3182020Revenue 2021: $1,008,580Expenses 2021: $780,558Net Income 2021: $228,0222021Revenue 2022: $2,641,899Expenses 2022: $881,687Net Income 2022: $1,760,2122022Revenue 2023: $1,092,285Expenses 2023: $1,658,349Net Income 2023: -$566,0642023Revenue 2024: $779,650Expenses 2024: $693,622Net Income 2024: $86,0282024

Highlighted filing

2024

Revenue$779,650
Expenses$693,622
Net Income$86,028
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,678,071
Liabilities
$228,011
Net assets
$5,450,060
Revenue
$779,650
Expenses
$693,622
Net income
$86,028
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.68$0.23$5.45$0.78$0.69$0.09
2023Detailed filing. Detailed filing data is available for this year.$5.20$0.10$5.10$1.09$1.66$0.57
2022Detailed filing. Detailed filing data is available for this year.$6.10$0.13$5.96$2.64$0.88$1.76
2021Detailed filing. Detailed filing data is available for this year.$4.66$0.03$4.62$1.01$0.78$0.23
2020Detailed filing. Detailed filing data is available for this year.$4.02$0.03$3.99$0.81$0.73$0.08
2019Detailed filing. Detailed filing data is available for this year.$3.92$0.02$3.91$1.07$1.05$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.91$0.01$3.91$1.21$0.54$0.67
2017Detailed filing. Detailed filing data is available for this year.$3.17$0.01$3.15$1.11$0.23$0.88
2016Detailed filing. Detailed filing data is available for this year.$2.32$0.10$2.22$0.63$0.30$0.32
2015Detailed filing. Detailed filing data is available for this year.$1.92$0.07$1.85$0.68$0.27$0.40
2014Detailed filing. Detailed filing data is available for this year.$1.80$0.02$1.78$0.49$0.42$0.08
2013Summary only. Only limited summary data is available for this year.$1.73$0.00$1.73$0.00$0.03$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.01$1.55$0.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.02$1.34$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 9, 2025
Return Version
2023v6.0
Gross Receipts
$779,650
Mission and Program Overview

Mission

To provide educational programming and scholarship assistance to the undergraduate members of theta xi fraternity.

To provide educational programming and scholarship assistance to the undergratuate members of theta xi fraternity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,900,820$4,319,415▲ $418,595
Pledges and Grants Receivable$667,848$677,650▲ $9,802
Cash and Non-Interest-Bearing Accounts$209,698$458,363▲ $248,665
Savings and Temporary Cash Investments$210,044$0▼ $210,044
Other Notes and Loans Receivable, Net$185,463$185,000▼ $463
Accounts Receivable$0$28,184▲ $28,184
Inventories for Sale or Use$23,947$5,984▼ $17,963
Prepaid Expenses and Deferred Charges-$3,475-
Total Assets$5,197,820$5,678,071▲ $480,251
Liabilities
Accounts Payable and Accrued Expenses$101,375$228,011▲ $126,636
Total Liabilities$101,375$228,011▲ $126,636
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,484,962$2,787,636▲ $302,674
Net Assets Without Donor Restrictions$2,611,483$2,662,424▲ $50,941
Total Net Assets Fund Balance$5,096,445$5,450,060▲ $353,615
Total Liabilities and Net Assets / Fund Balance$5,197,820$5,678,071▲ $480,251

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$5,255,965-▲ $82,521-$5,338,486
2022$5,461,981$780,572▲ $254,431-$5,255,965
2021$4,441,826$1,084,174▼ $64,019-$5,461,981
2020$3,819,590$714,847▲ $422,237-$4,491,338
2019$3,767,990$600,057▲ $41,808-$3,873,385
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
J Tanner MarcantelExecutive DirectorPT$14,250$428$14,678

Board Members and Trustees

NameTitle
Kenneth a MillerChairman
Stephen D BakerVice Chairman
Donald G AllisonHonorary Trustee
Richard C MccormacHonorary Trustee
Adam M SchafferTrustee
Christopher N BakerTrustee
Craig S JanusTrustee
David K FordTrustee
James O PikeTrustee
Kurt G MayTrustee
Michael a PitcherTrustee
Phillip R BoyceTrustee
Richard E MalirTrustee
Donald S MeringerSecretary
H Robert Veenstra JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$605,597
Program Service Revenue
$0
Investment Income
$173,663
Other Revenue
$390
All Other Contributions
$605,597
Change in Net Assets
$86,028
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$356,781
Other Expenses$322,163
Total Fundraising Expense$82,096
Salaries, Compensation, and Employee Benefits$14,678
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$289,582--$289,582
Fees for Services Accounting-$118,988-$118,988
Grants to Domestic Individuals$67,199--$67,199
Fees for Services Management$18,487$18,486-$36,973
Office Expenses$15,172$5,638$15,172$35,982
Current Officers, Directors, Trustees, and Key Employees$4,702$4,703$4,845$14,250
Travel$4,630$4,630$4,771$14,031
Other Expenses$877$876$19,194$1,753
Pension Plan Contributions$141$141$146$428
Total Functional Expenses$439,435$172,091$82,096$693,622
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alpha Psi Association of Theta XiFenton, MO501(c)(7)Build/remodel Educational Portion of the Chapter House$90,000
Mu AssociationDes Moinces, IA501(c)(7)Build/remodel Educational Portion of the Chapter House$76,201
Theta Xi FraternityAtlanta, GA501(c)(7)Educational - Vpa/rsa Acadamies$55,000
Beta Epsilon ChapterDavis, CA501(c)(7)Build/remodel Educational Portion of the Chapter House$17,031
Beta Alpha Association of Theta XiDallas, TX501(c)(7)Educational Study Space$12,890
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Theta xi foundation procedures for preparaton 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 a review by the board of trustees.”

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

“Monitoring and enforcement is established by distributing the conflict of interest statement to all foundation trustees 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 trustee that is then filed for reference and use as necessary. If a board member has a conflict, they cannot vote on the issue.”

Form 990, Part VI, Section C, Line 19

“The organizaion 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 Foundation
EIN
43-6049500
Phone
3149936294
Address
260 PEACHTREET STREET NW 900, ATLANTA, GA 30303

Signing Officer

Name
J Tanner Marcantel
Title
Executive Director
Phone
3149936294
Signed
2025-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
J Tanner Marcantel
Formed
1949
Legal Domicile
Mo
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
16

Preparer

Firm
Dean Dorton Allen Ford Pllc
Address
810 WRIGHTS SUMMIT PARKWAY SUITE, 300, FORT WRIGHT, KY 41011
Preparer
Bryan Pautsch
Phone
8593313300
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The foundation's endowment consists of donor restricted funds included in the chapter education fund and the endowment fund, the chapter education fund includes amounts donated for the restricted use of specified chapters to provide scholarships to undergratuates or grants to defray registration/travel related costs of undergraduates attending educational and leadership programs or grants to defray costs of building, remodeling and equipping educational areas of chapter houses. The endowment fund includes amount donated through an endowment campaign. The fund is to be used to principally fund leadership training and qualified education programs.”

Raw XML AppendixShowing 400 of 624 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.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13HONORARY TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14HONORARY TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01949
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt06852
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0219113
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt067199
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt067199
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0289582
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0289582
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06852
IRS990/GrossReceiptsAmt0779650
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InventoriesForSaleOrUseGrp/BOYAmt023947
IRS990/InventoriesForSaleOrUseGrp/EOYAmt05984
IRS990/InvestmentIncomeGrp/ExclusionAmt0166811
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0166811
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03900820
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04319415
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE EDUCATIONAL PROGRAMMING AND SCHOLARSHIP ASSISTANCE TO THE UNDERGRATUATE MEMBERS OF THETA XI FRATERNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05096445
IRS990/NetAssetsOrFundBalancesEOYAmt05450060
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt06852
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt06852
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0263385
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02611483
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02662424
IRS990/NoncashContributionsAmt01037
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt015172
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05638
IRS990/OfficeExpensesGrp/ProgramServicesAmt015172
IRS990/OfficeExpensesGrp/TotalAmt035982
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FUNDRAISING EXPENSES
IRS990/OtherExpensesGrp/Desc1SALARY REIMBURSEMENT
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt037968
IRS990/OtherExpensesGrp/FundraisingAmt119194
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt018629
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1876
IRS990/OtherExpensesGrp/ProgramServicesAmt020015
IRS990/OtherExpensesGrp/ProgramServicesAmt118630
IRS990/OtherExpensesGrp/ProgramServicesAmt2877
IRS990/OtherExpensesGrp/TotalAmt057983
IRS990/OtherExpensesGrp/TotalAmt156453
IRS990/OtherExpensesGrp/TotalAmt21753
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0390
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0390
IRS990/OtherRevenueTotalAmt0390
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0185463
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0185000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PensionPlanContributionsGrp/FundraisingAmt0146
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0141
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0141
IRS990/PensionPlanContributionsGrp/TotalAmt0428
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0667848
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0677650
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03475
IRS990/PrincipalOfficerNm0J TANNER MARCANTEL
IRS990/PriorPeriodAdjustmentsAmt04202
IRS990/ProfessionalFundraisingInd01
IRS990/ProgSrvcAccomActy2Grp/Desc0ACADEMIC GRANTS INCLUDES FUNDING SCHOLARSHIPS AND ACADEMIC ACHEIVEMENT AWARDS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt067199
IRS990/ProgSrvcAccomActy2Grp/GrantAmt067199
IRS990/ProgSrvcAccomActy3Grp/Desc0LEADERSHIP GRANTS SUPPORT UNDERGRADUATE ATTENDANCE AT EDUCATIONAL AND LEADERSHIP PROGRAMS AND GRANTS TO PURCHASE, BUILD, REMODEL OR PROVIDE RESOURCES FOR EDUCATIONAL AREAS OF CHAPTER HOUSES FOR THE BENEFIT OF UNDERGRADUATE MEMBERS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt070469
IRS990/ProgSrvcAccomActy3Grp/GrantAmt070469
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01019168
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01304373
IRS990/PYInvestmentIncomeAmt072604
IRS990/PYOtherExpensesAmt0330056
IRS990/PYOtherRevenueAmt0513
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-566064
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01658349
IRS990/PYTotalProfFndrsngExpnsAmt023920
IRS990/PYTotalRevenueAmt01092285
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt086028
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0210044
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS - 2020 AMOUNT: $ 14,665. 2021 AMOUNT: $ 14,614. 2022 AMOUNT: $ 513. 2023 AMOUNT: $ 390.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0605597
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01019168
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02538729
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0931202
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0742710
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05837406
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0166811
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0114009
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt062517
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt044200
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt067956
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0455493
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0390
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0513
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt014614
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt014665
IRS990ScheduleA/OtherIncome170Grp/TotalAmt030182
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.89620
IRS990ScheduleA/PublicSupportPY170Pct00.91290
IRS990ScheduleA/PublicSupportTotal170Amt05666595
IRS990ScheduleA/SubstantialContributorsTotAmt0170811
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0605597
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01019168
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02538729
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0931202
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0742710
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05837406
IRS990ScheduleA/TotalSupportAmt06323081
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05255965
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05338486
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt082521
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt018040
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05461981
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0780572
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05255965
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01222979
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0254431
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04441826
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01084174
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05461981
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-64019
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03819590
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0714847
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04491338
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0465336
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0422237
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03767990
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0600057
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03873385
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0536470
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt041808
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.52513
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S ENDOWMENT CONSISTS OF DONOR RESTRICTED FUNDS INCLUDED IN THE CHAPTER EDUCATION FUND AND THE ENDOWMENT FUND, THE CHAPTER EDUCATION FUND INCLUDES AMOUNTS DONATED FOR THE RESTRICTED USE OF SPECIFIED CHAPTERS TO PROVIDE SCHOLARSHIPS TO UNDERGRATUATES OR GRANTS TO DEFRAY REGISTRATION/TRAVEL RELATED COSTS OF UNDERGRADUATES ATTENDING EDUCATIONAL AND LEADERSHIP PROGRAMS OR GRANTS TO DEFRAY COSTS OF BUILDING, REMODELING AND EQUIPPING EDUCATIONAL AREAS OF CHAPTER HOUSES. THE ENDOWMENT FUND INCLUDES AMOUNT DONATED THROUGH AN ENDOWMENT CAMPAIGN. THE FUND IS TO BE USED TO PRINCIPALLY FUND LEADERSHIP TRAINING AND QUALIFIED EDUCATION PROGRAMS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.47487
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleG/AgrmtProfFundraisingActyInd00
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0CAPITAL CAMPAIGN & GENERAL FUNDRAISING
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt00
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt0-19043

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