Civic Intelligence

Theta XI Foundation

990 • Fiscal year 2023 • EIN 43-6049500

Jul 01, 2022 to Jun 30, 2023 • Filed on May 09, 2024

Organization ProfileTHETAXI.ORG/FOUNDATION

View Organization Page

260 Peachtree St NW 900Atlanta, GA 30303

(314) 993-6294

Siviq Scores

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

Liabilities / Assets

25th percentile

0.02x

Higher debt load relative to assets than 25% of similar nonprofits.

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

Liabilities / Revenue

36th percentile

0.09x

Higher debt load relative to revenue than 36% of similar nonprofits.

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

Net Margin

7th percentile

-52%

Higher net margin than 7% of similar nonprofits.

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

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

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

Asset Growth

7th percentile

-15%

Faster asset growth than 7% of similar nonprofits.

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

Revenue Growth

5th percentile

-59%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$5,197,820

Down $899,762 (-15%) from 2022

Net Assets

Down

$5,096,445

Down $867,767 (-15%) from 2022

Liabilities

Down

$101,375

Down $31,995 (-24%) from 2022

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin7th percentile

Revenue

Down

$1,092,285

Down $1,549,614 (-59%) from 2022

Expenses

Up

$1,658,349

Up $776,662 (+88%) from 2022

Net Income

Down

-$566,064

Down $2,326,276 (-132%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$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

2023

Assets$5,197,820
Liabilities$101,375
Net Assets$5,096,445
Open 2023 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$1,092,285
Expenses$1,658,349
Net Income-$566,064
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 9, 2024
Return Version
2022v5.0
Gross Receipts
$1,178,747
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,178,274$3,900,820▼ $277,454
Pledges and Grants Receivable$1,268,961$667,848▼ $601,113
Savings and Temporary Cash Investments$304,726$210,044▼ $94,682
Cash and Non-Interest-Bearing Accounts$148,903$209,698▲ $60,795
Other Notes and Loans Receivable, Net$160,271$185,463▲ $25,192
Inventories for Sale or Use$23,947$23,947→ $0
Accounts Receivable$12,500$0▼ $12,500
Total Assets$6,097,582$5,197,820▼ $899,762
Liabilities
Accounts Payable and Accrued Expenses$133,370$101,375▼ $31,995
Total Liabilities$133,370$101,375▼ $31,995
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$181,946$2,611,483▲ $2,429,537
Net Assets With Donor Restrictions$5,782,266$2,484,962▼ $3,297,304
Total Net Assets Fund Balance$5,964,212$5,096,445▼ $867,767
Total Liabilities and Net Assets / Fund Balance$6,097,582$5,197,820▼ $899,762

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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$49,512$4,441,826
2019$3,767,990$600,057▲ $41,808$53,795$3,819,590
2018$3,780,811$815,012▲ $59,767$67,265$3,767,990
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Miller Kenneth aChairman
Baker Stephen DVice Chairman
Marcantel J TannerExecutive Director
Allison Donald GHonorary Trustee
Mccormac Richard CharlesHonorary Trustee
Baker Christopher NathanielTrustee
Boyce Phillip RTrustee
Ford David KTrustee
Janus Craig SteveTrustee
Malir RickTrustee
May Kurt GTrustee
Pike Jr James OTrustee
Pitcher Michael aTrustee
Schaffer Adam MTrustee
Meringer DonaldSecretary
Veenstra Jr H RobertTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,019,168
Program Service Revenue
$0
Investment Income
$72,604
Other Revenue
$513
All Other Contributions
$1,019,168
Change in Net Assets
$-566,064

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded5$39,491
Total Noncash Contributions5$39,491
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,304,373
Other Expenses$330,056
Total Fundraising Expense$122,039
Professional Fundraising Fees$23,920
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,278,539--$1,278,539
Fees for Services Accounting-$109,044-$109,044
Office Expenses-$8,666$31,352$40,018
Fees for Services Management-$36,973-$36,973
Grants to Domestic Individuals$25,834--$25,834
Fees for Services Professional Fundraising--$23,920$23,920
Conferences and Meetings-$3,445-$3,445
Travel--$2,762$2,762
Other Expenses-$2,678$64,005$2,678
Total Functional Expenses$1,304,373$231,937$122,039$1,658,349
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Theta Xi Fraternity Beta Epsilon ChapterDavis, CA501(c)(7)Educational Facilities and Equipment$615,765
Alpha Zeta Association of Theta XiLos Angeles, CA501(c)(7)Educational Facilities and Equipment$319,238
Alpha Iota Alumni Association of Theta Xi IncWamego, KS501(c)(2)Educational Facilities and Equipment$189,552
Theta Xi FraternityAtlanta, GA501(c)(7)Educational Programming$71,935
Theta Xi Fraternity Alpha Psi ChapterRolla, MO501(c)(7)Educational Facilities and Equipment$26,989
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$23,920
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
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
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 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 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.”

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 Foundation
EIN
43-6049500
Phone
3149936294
Address
260 PEACHTREE ST NW 900, ATLANTA, GA 30303

Signing Officer

Name
J Tanner Marcantel
Title
Executive Director
Phone
3149936294
Signed
2024-05-09
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
15

Preparer

Firm
Blue & Co LLC
Address
12800 N MERIDIAN ST STE 400, CARMEL, IN 46032
Preparer
Angela N Crawford CPA
Phone
3178488920
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 undergraduates 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 amounts donated through an endowment campaign. The fund is to be used to principally fund leadership training and qualified education programs.”

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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/SecuritiesAmt0-41405
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt01200538
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt025834
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt025834
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01278539
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01278539
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt045057
IRS990/GrossReceiptsAmt01178747
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InventoriesForSaleOrUseGrp/BOYAmt023947
IRS990/InventoriesForSaleOrUseGrp/EOYAmt023947
IRS990/InvestmentIncomeGrp/ExclusionAmt0114009
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0114009
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04178274
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03900820
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt086462
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 UNDERGRADUATE MEMBERS OF THETA XI FRATERNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05964212
IRS990/NetAssetsOrFundBalancesEOYAmt05096445
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-41405
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-41405
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0215802
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0181946
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02611483
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt039491
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt031352
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08666
IRS990/OfficeExpensesGrp/TotalAmt040018
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SALARY REIMBURSEMENT
IRS990/OtherExpensesGrp/Desc1FUNDRAISING EXPENSES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt064005
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt071131
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12678
IRS990/OtherExpensesGrp/TotalAmt071131
IRS990/OtherExpensesGrp/TotalAmt164005
IRS990/OtherExpensesGrp/TotalAmt22678
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0513
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0513
IRS990/OtherRevenueTotalAmt0513
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0160271
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0185463
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01268961
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0667848
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0J TANNER MARCANTEL
IRS990/PriorPeriodAdjustmentsAmt0-517505
IRS990/ProfessionalFundraisingInd01
IRS990/ProgSrvcAccomActy2Grp/Desc0ACADEMIC GRANTS INCLUDES FUNDING SCHOLARSHIPS AND ACADEMIC ACHIEVEMENT AWARDS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt025834
IRS990/ProgSrvcAccomActy2Grp/GrantAmt025834
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/ExpenseAmt078001
IRS990/ProgSrvcAccomActy3Grp/GrantAmt078001
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02538729
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0539767
IRS990/PYInvestmentIncomeAmt088556
IRS990/PYOtherExpensesAmt0225727
IRS990/PYOtherRevenueAmt014614
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01760212
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0881687
IRS990/PYTotalProfFndrsngExpnsAmt0116193
IRS990/PYTotalRevenueAmt02641899
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-566064
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0304726
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0210044
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01019168
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02538729
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0931202
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0742710
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0957628
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06189437
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0114009
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt062517
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt044200
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt067956
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt080763
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0369445
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0513
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt014614
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt014665
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt016716
IRS990ScheduleA/OtherIncome170Grp/TotalAmt046508
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.91290
IRS990ScheduleA/PublicSupportPY170Pct00.93680
IRS990ScheduleA/PublicSupportTotal170Amt06029918
IRS990ScheduleA/SubstantialContributorsTotAmt0159519
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01019168
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02538729
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0931202
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0742710
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0957628
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06189437
IRS990ScheduleA/TotalSupportAmt06605390
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/AdministrativeExpensesAmt018040
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05461981
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0780572
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05255965
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01222979
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0254431
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04441826
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01084174
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05461981
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-64019
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03819590
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0714847
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04441826
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0465336
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0422237
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt049512
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03767990
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0600057
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03819590
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0536470
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt041808
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt053795
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03780811
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0815012
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03767990
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0820335
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt059767
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt067265
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.50410
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 UNDERGRADUATES 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 AMOUNTS 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/TermEndowmentBalanceEOYPct00.49590
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleG/AgrmtProfFundraisingActyInd00
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0CAPITAL CAMPAIGN & GENERAL FUNDRAISING
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt00
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt0-23920
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0PENNINGTON AND COMPANY
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt023920
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt0501 GATEWAY DRIVE
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0LAWRENCE
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0KS
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd066049

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,197,820
Liabilities
$101,375
Net assets
$5,096,445
Revenue
$1,092,285
Expenses
$1,658,349
Net income
-$566,064
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