2024-05-09T10:15:30-05:00 2023-06-30 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2022-07-01 436049500 THETA XI FOUNDATION THET 3149936294 260 PEACHTREE ST NW 900 ATLANTA GA 30303 J TANNER MARCANTEL EXECUTIVE DIRECTOR 3149936294 2024-05-09 1 J TANNER MARCANTEL 999009999 0 ANGELA N CRAWFORD CPA P00573197 3178488920 2024-05-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z J TANNER MARCANTEL 260 PEACHTREE ST NW 900 ATLANTA GA 30303 1178747 0 X THETAXI.ORG/FOUNDATION/ X 1949 MO TO PROVIDE EDUCATIONAL PROGRAMMING AND SCHOLARSHIP ASSISTANCE TO THE UNDERGRADUATE MEMBERS OF THETA XI FRATERNITY. 15 15 0 15 0 0 2538729 1019168 0 0 88556 72604 14614 513 2641899 1092285 539767 1304373 0 0 0 0 116193 23920 122039 225727 330056 881687 1658349 1760212 -566064 6097582 5197820 133370 101375 5964212 5096445 X TO PROVIDE EDUCATIONAL PROGRAMMING AND SCHOLARSHIP ASSISTANCE TO THE UNDERGRADUATE MEMBERS OF THETA XI FRATERNITY. 0 0 1200538 1200538 LEADERSHIP DEVELOPMENT:THE PRESIDENTS ACADEMY FOCUSES ON LEARNING TO APPLY LEADERSHIP COMPETENCIES INCLUDING INFLUENCING PEERS TO GRASP A SHARED VISION, MOTIVATING/EMPOWERING CHAPTER MEMBERS FOR ENGAGEMENT, AND DECISION MAKING STYLE/SKILLS THROUGH ACTIVITIES INCLUDING COMMON PROBLEM SOLVING, SUPPORT, AND SHARING OF IDEAS DESIGNED FOR SMALL GROUPS.THE RISING STARS ACADEMY IS AN INTERACTIVE AND EXPERIMENTAL ACADEMY THAT PROVIDES MEMBERS AN OPPORTUNITY TO ASSESS AND DEVELOP THEIR LEADERSHIP STYLES AND SKILLS, GATHER IDEAS TO STRENGTHEN THEIR CHAPTERS IN THE AREAS OF RECRUITMENT, MEMBERSHIP EDUCATION AND OVERALL OPERATIONS, ANDSTRENGTHENS TEAM BUILDING SKILLS THROUGH AN OUTDOOR LEADERSHIP CHALLENGE COURSE.THE DISTRICT LEADERSHIP ACADEMIES ARE HELD AT LOCATIONS THROUGHOUT THE COUNTRY AND PROVIDE UNDERGRADUATE LEADERS AND MEMBERS WITH THE OPPORTUNITY TO PARTICIPATE IN EDUCATIONAL PROGRAMS AND LEADERSHIP DEVELOPMENT ACTIVITIES THAT ADDRESS CURRENT CAMPUS AND FRATERNITY ISSUES AND EXPAND EACH MEMBER'S EDUCATIONAL OPPORTUNITIES WHILE PROVIDING VALUABLE LEADERSHIP AND CITIZENSHIP TRAINING. 25834 25834 ACADEMIC GRANTS INCLUDES FUNDING SCHOLARSHIPS AND ACADEMIC ACHIEVEMENT AWARDS. 78001 78001 LEADERSHIP 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. 1304373 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 GA X THE ORGANIZATION 3149936294 260 PEACHTREE ST NW 900 ATLANTA GA 30303 X MILLER KENNETH A CHAIRMAN 1.00 X X 0 0 0 BAKER STEPHEN D VICE CHAIRMAN 1.00 X X 0 0 0 VEENSTRA JR H ROBERT TREASURER 1.00 X X 0 0 0 MERINGER DONALD SECRETARY 1.00 X X 0 0 0 BAKER CHRISTOPHER NATHANIEL TRUSTEE 1.00 X 0 0 0 BOYCE PHILLIP R TRUSTEE 1.00 X 0 0 0 FORD DAVID K TRUSTEE 1.00 X 0 0 0 JANUS CRAIG STEVE TRUSTEE 1.00 X 0 0 0 MALIR RICK TRUSTEE 1.00 X 0 0 0 MAY KURT G TRUSTEE 1.00 X 0 0 0 PIKE JR JAMES O TRUSTEE 1.00 X 0 0 0 PITCHER MICHAEL A TRUSTEE 1.00 X 0 0 0 SCHAFFER ADAM M TRUSTEE 1.00 X 0 0 0 ALLISON DONALD G HONORARY TRUSTEE 1.00 X 0 0 0 MCCORMAC RICHARD CHARLES HONORARY TRUSTEE 1.00 X 0 0 0 MARCANTEL J TANNER EXECUTIVE DIRECTOR 6.00 X 0 0 0 0 0 0 0 0 0 1 0 1019168 39491 1019168 114009 114009 45057 86462 -41405 -41405 -41405 MISCELLANEOUS INCOME 900099 513 513 513 1092285 0 0 73117 1278539 1278539 25834 25834 36973 36973 109044 109044 23920 23920 40018 8666 31352 2762 2762 3445 3445 SALARY REIMBURSEMENT 71131 71131 FUNDRAISING EXPENSES 64005 64005 MISCELLANEOUS 2678 2678 1658349 1304373 231937 122039 148903 209698 304726 210044 1268961 667848 12500 0 160271 185463 23947 23947 4178274 3900820 6097582 5197820 133370 101375 133370 101375 X 181946 2611483 5782266 2484962 5964212 5096445 6097582 5197820 -566064 215802 -517505 0 X 0 0 0 X 957628 742710 931202 2538729 1019168 6189437 957628 742710 931202 2538729 1019168 6189437 159519 6029918 80763 67956 44200 62517 114009 369445 16716 14665 14614 513 46508 6605390 0.91290 0.93680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5461981 780572 254431 1222979 18040 5255965 4441826 1084174 -64019 5461981 3819590 714847 422237 465336 49512 4441826 3767990 600057 41808 536470 53795 3819590 3780811 815012 59767 820335 67265 3767990 0.50410 0.49590 0 0 0 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. X X X X X 0 PENNINGTON AND COMPANY 501 GATEWAY DRIVE LAWRENCE KS 66049 CAPITAL CAMPAIGN & GENERAL FUNDRAISING 0 0 23920 -23920 23920 -23920 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY 0 THETA XI FRATERNITY ALPHA PSI CHAPTER 1605 N PINE STREET ROLLA MO 65401 430660677 501(C)(7) 26989 0 EDUCATIONAL FACILITIES AND EQUIPMENT THETA XI FRATERNITY BETA EPSILON CHAPTER PO BOX 4450 DAVIS CA 95617 946087478 501(C)(7) 615765 0 EDUCATIONAL FACILITIES AND EQUIPMENT THETA XI FRATERNITY 260 PEACHTREE ST NW ATLANTA GA 30303 430549670 501(C)(7) 71935 0 EDUCATIONAL PROGRAMMING ALPHA IOTA ALUMNI ASSOCIATION OF THETA XI INC PO BOX 133 WAMEGO KS 66547 480783537 501(C)(2) 189552 0 EDUCATIONAL FACILITIES AND EQUIPMENT ALPHA ZETA ASSOCIATION OF THETA XI 10960 WILSHIRE BLVD LOS ANGELES CA 90024 956056939 501(C)(7) 319238 0 EDUCATIONAL FACILITIES AND EQUIPMENT 0 5 SCHOLARSHIPS AND EDUCATIONAL GRANTS 36 25834 0 0 0 0 0 0 0 0 0 FORM 990, PART IV, LINE 23 THE EXCUTIVE DIRECTOR IS COMPENSATED BY AN AFFILIATED, BUT UNRELATED, ENTITY. X 5 39491 0 0 0 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.