Civic Intelligence

Theta XI Fraternity at The

EIN 47-5185220 • 501(c)7 • Tucson, AZ

Profile

The purpose of theta xi is to provide a college home environment for its active members in which fellowship and alumni guidance lead to wholesome mental, moral, physical, and spiritual growth

1621 E 1st StreetTucson, AZ 85719

uathetaxi.com

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)7 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

34th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)7 • $500k-$1M nonprofits • Source year 2023

Net Margin

39th percentile

1.2%

Higher net margin than 39% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)7 • $500k-$1M nonprofits • Source year 2023

Asset Growth

84th percentile

19%

Faster asset growth than 84% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

52nd percentile

5.2%

Faster revenue growth than 52% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$62,355

Up $9,879 (+19%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$62,355

Up $9,879 (+19%) from 2022

Operations
Liabilities / Revenue34th percentileNet Margin39th percentile

Revenue

Up

$793,571

Up $39,353 (+5.2%) from 2022

Expenses

Down

$783,692

Down $638 (-0.1%) from 2022

Net Income

Up

$9,879

Up $39,991 (+133%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

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

$150K$100K$50K$0Assets 2017: $13,969Liabilities 2017: $0Net Assets 2017: $13,9692017Assets 2018: $25,743Liabilities 2018: $0Net Assets 2018: $25,7432018Assets 2019: $77,808Liabilities 2019: $0Net Assets 2019: $77,8082019Assets 2020: $105,653Liabilities 2020: $0Net Assets 2020: $105,6532020Assets 2021: $82,588Liabilities 2021: $0Net Assets 2021: $82,5882021Assets 2022: $52,476Liabilities 2022: $0Net Assets 2022: $52,4762022Assets 2023: $62,355Liabilities 2023: $0Net Assets 2023: $62,3552023

Highlighted filing

2023

Assets$62,355
Liabilities$0
Net Assets$62,355
Open 2023 Filing

Operations Trend

Revenue Growth52nd percentile

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

$1.0M$500K$0-$500KRevenue 2017: $150,267Expenses 2017: $142,062Net Income 2017: $8,2052017Revenue 2018: $380,677Expenses 2018: $368,903Net Income 2018: $11,7742018Revenue 2019: $589,348Expenses 2019: $537,283Net Income 2019: $52,0652019Revenue 2020: $576,944Expenses 2020: $549,099Net Income 2020: $27,8452020Revenue 2021: $636,576Expenses 2021: $659,641Net Income 2021: -$23,0652021Revenue 2022: $754,218Expenses 2022: $784,330Net Income 2022: -$30,1122022Revenue 2023: $793,571Expenses 2023: $783,692Net Income 2023: $9,8792023

Highlighted filing

2023

Revenue$793,571
Expenses$783,692
Net Income$9,879
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$62,355
Liabilities
$0
Net assets
$62,355
Revenue
$793,571
Expenses
$783,692
Net income
$9,879
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$7.94$7.84$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$7.54$7.84$0.30
2021Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$6.37$6.60$0.23
2020Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$5.77$5.49$0.28
2019Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$5.89$5.37$0.52
2018Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$3.81$3.69$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$1.50$1.42$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Dec 19, 2024
Return Version
2023v6.0
Gross Receipts
$793,571
Mission and Program Overview

Mission

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

Local chapter of a national collegiate social fraternity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$52,476$62,355▲ $9,879
Rtn Earn Endowment Incm Other Fnds$52,476$62,355▲ $9,879
Total Assets$52,476$62,355▲ $9,879
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$52,476$62,355▲ $9,879
Total Liabilities and Net Assets / Fund Balance$52,476$62,355▲ $9,879
Compensation and Service Providers
Top Officer Pay89th percentile

Board Members and Trustees

NameTitle
Luke JensenPresident
Thomas LedyardMembership E
Tate SlaymakerRecruitment
Dennis PeppardScholarship
Daniel McguireSecretary
Jayden HaloossimTreasurer
Zackary LeeperVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$793,571
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$9,879
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$781,692
Grants and Similar Amounts Paid$2,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$367,199
Fees for Services Accounting---$15,317
Travel---$14,656
Grants to Domestic Orgs---$2,000
Other Expenses---$1,000
Total Functional Expenses$0$0$0$783,692
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign 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
No
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, Page 6, Part VI, Line 11B

“The organization's 990 is prepared by an accountant experienced in the area of non-profit taxation. The board makes a cursory review of the return to make sure no material omissions or misstatements are made on the return before it is filed. Once approved, ther return is signed by an authorized agent and filed.”

Form 990, Page 6, Part VI, Line 19

“Upon request, within one week of request.”

Filing and Contact Details

Filer

Filer Name
Theta Xi Fraternity at the
EIN
47-5185220
Phone
7208399480
Address
1621 E 1ST STREET, TUCSON, AZ 85719

Signing Officer

Name
Jayden Haloossim
Title
Treasurer
Phone
4245354506
Signed
2024-12-19

Organization Details

Principal Officer
Jayden Haloossim
Formed
1926
Legal Domicile
Az
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
22

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Elizabeth Brewer
Phone
8002766342
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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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