2026-03-31T14:33:15-05:00 2025-06-30 273858252 DEAN DORTON ALLEN FORD PLLC 810 WRIGHTS SUMMIT PARKWAY SUITE 300 FORT WRIGHT KY 41011 990 2024-07-01 436049500 THETA XI FOUNDATION THET 3149936294 260 PEACHTREE STREET NW 900 ATLANTA GA 30303 J TANNER MARCANTEL EXECUTIVE DIRECTOR 3149936294 2026-03-30 1 0 BRYAN PAUTSCH P00034913 8593313300 2026-03-27 2024 2025-03-06 01:10:19Z J TANNER MARCANTEL 260 PEACHTREE STREET NW 900 ATLANTA GA 30303 1239667 0 X THETAXI.ORG/FOUNDATION/ X 1949 MO TO PROVIDE EDUCATIONAL PROGRAMMING AND SCHOLARSHIP ASSISTANCE TO THE UNDERGRATUATE MEMBERS OF THETA XI FRATERNITY. 15 15 0 15 0 0 605597 997483 0 0 173663 230530 390 11654 779650 1239667 356781 260652 0 0 14678 70263 0 0 89681 322163 281203 693622 612118 86028 627549 5678071 6386865 228011 24273 5450060 6362592 X TO PROVIDE EDUCATIONAL PROGRAMMING AND SCHOLARSHIP ASSISTANCE TO THE UNDERGRATUATE MEMBERS OF THETA XI FRATERNITY. 0 0 129524 62705 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, AND STRENGTHENS 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. 92964 92964 ACADEMIC GRANTS INCLUDES FUNDING SCHOLARSHIPS AND ACADEMIC ACHEIVEMENT AWARDS. 104983 104982 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. 327471 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 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 STREET NW 900 ATLANTA GA 30303 X KENNETH A MILLER CHAIRMAN 3.00 X X 0 0 0 STEPHEN D BAKER VICE CHAIRMAN 2.00 X X 0 0 0 DONALD S MERINGER SECRETARY 1.00 X X 0 0 0 H ROBERT VEENSTRA JR TREASURER 2.00 X X 0 0 0 PHILLIP R BOYCE TRUSTEE 1.00 X 0 0 0 DAVID K FORD TRUSTEE 1.00 X 0 0 0 CRAIG S JANUS TRUSTEE 1.00 X 0 0 0 RICHARD E MALIR TRUSTEE 1.00 X 0 0 0 KURT G MAY TRUSTEE 1.00 X 0 0 0 JAMES O PIKE TRUSTEE 1.00 X 0 0 0 MICHAEL A PITCHER TRUSTEE 1.00 X 0 0 0 ADAM M SCHAFFER TRUSTEE 1.00 X 0 0 0 CHRISTOPHER N BAKER TRUSTEE 1.00 X 0 0 0 RICHARD C MCCORMAC HONORARY TRUSTEE 1.00 X 0 0 0 DONALD G ALLISON HONORARY TRUSTEE 1.00 X 0 0 0 J TANNER MARCANTEL EXECUTIVE DIRECTOR 6.00 X 0 0 0 0 0 0 0 0 0 1 0 997483 997483 149656 149656 80874 0 80874 80874 80874 MOU ADMINISTRATION FEE 900099 10180 10180 MISCELLANEOUS 900099 1474 1474 11654 1239667 0 0 242184 X 167688 167688 92964 92964 70263 42158 28105 120371 120371 1159 1159 4201 4201 18656 18656 20030 20030 OTHER EXPENSES 43325 8971 34354 SERVICE AGREEMENT CONTR 36973 24661 12312 DIRECT MAIL EXPENSES 24101 24101 DONOR RECOGNITION/SUBSC 8369 8369 4018 4018 612118 327471 194966 89681 458363 345508 677650 547420 28184 10087 185000 185000 5984 0 3475 10776 4319415 5288074 5678071 6386865 228011 24273 228011 24273 X 2662424 1445972 2787636 4916620 5450060 6362592 5678071 6386865 627549 284981 2 0 X 0 1 X 1 0 X 931202 2538729 1019168 605597 997483 6092179 931202 2538729 1019168 605597 997483 6092179 368463 5723716 44200 62517 114009 166811 149656 537193 14665 14614 513 390 11656 41838 6671210 0.85800 0.89620 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 14,665. 2021 AMOUNT: $ 14,614. 2022 AMOUNT: $ 513. 2023 AMOUNT: $ 390. 2024 AMOUNT: $ 11,656. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1282064 420 205093 164056 1323521 1159729 260 213565 91490 1282064 1018578 237 140914 1159729 1221294 20315 -64019 159012 1018578 1.00000 0 0 0 X 1524648 284981 284981 1239667 0 1239667 612118 0 612118 0 612118 PART V, LINE 4: THE FOUNDATION HOLDS TWO FUNDS WITHOUT DONOR RESTICTIONS THAT HAVE BEEN DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS WITH THE PRIMARY PURPOSES OF PROVIDING ANNUAL SUPPORT TO THE GENERAL FUND. PART X, LINE 2: THE FOUNDATION IS A NON-PROFIT FOUNDATION AND IS EXEMPT, UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE), FROM FEDERAL, STATE AND LOCAL INCOME TAXES WHEREBY ONLY RELATED BUSINESS INCOME, IF ANY, AS DEFINED BY SECTION 512(A)(1) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. THE FOUNDATION DID NOT HAVE ANY UNRELATED BUSINESS INCOME TAX FOR THE YEARS ENDED JUNE 30, 2025 AND 2024. MANAGEMENT OF THE FOUNDATION CONSIDERS THE LIKELIHOOD OF CHANGES BY TAXING AUTHORITIES IN ITS INCOME TAX REUTRNS AND RECOGNIZES A LIABILITY FOR OR DISCLOSES POTENTIIAL SIGNIFICANT CHANGES THAT MANAGEMENT BELIEVES ARE MORE LIKLEY THAN NOT TO OCCUR, INCLUDING CHANGES TO THE FOUNDATION'S STATUS AS A NOT-FOR-PROFIT ENTITY. MANAGEMENT BELIEVES THAT THE FOUNDATION MET THE REQUIREMENTS TO MAINTAIN ITS TAX-EXEMPT STATUS AND HAS NO INCOME SUBJECT TO UNRELATED BUSINESS INCOME TAX; THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THESE FINANCIAL STATEMENS. THE FOUNDATION'S INCOME TAX RETURNS FOR THE PAST THREE YEARS ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES AND MAY CHANGE UPON EXAMINATION. X X X X X 0 PENNINGTON AND COMPANY 501 GATEWAY DRIVE LAWRENCE KS 66049 CAPITAL CAMPAIGN & GENERAL FUNDRAISING 0 0 5471 0 LUMEN LEADERSHIP STRATEGIES 420 WEST 70TH ST KANSAS CITY MO 64113 CAPITAL CAMPAIGN & GENERAL FUNDRAISING 0 0 21084 0 26555 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 NY ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY NC NM 1 THETA XI FRATERNITY 260 PEACHTREE ST NW SUITE 900 ATLANTA GA 30303 430549670 501(C)(7) 0 55000 EDUCATIONAL - VPA/RSA ACADAMIES ALPHA IOTA ALUMNI ASSOCIATION PO BOX 133 WAMEGO KS 66547 480783537 501(C)(7) 0 60000 BUILD/REMODEL EDUCATIONAL PORTION OF CHAPTER HOUSE CAMPUS CORP OF THETA XI - UPSILON CHAPTER 4522 18TH AVE NE SEATTLE WA 98105 430549670 501(C)(7) 0 33820 BUILD/REMODEL EDUCATIONAL PORTION OF CHAPTER HOUSE 0 3 SCHOLARSHIPS 68 92964 PART I, LINE 2: APPLICANTS FOR GRANTS COMPLETE A RIGOROUS GRANT REQUEST FORM. THE FOUNDATION REVIEWS THE REQUEST THOUROUGHLY TO ENSURE ALL GRANT MONIES WILL BE SPENT ON CHARITABLE PURPOSS. THE FOUNDATION RECEIVED DOCUMENTATION AND RECEIPTS VERIFYING THAT ALL GRANT MONIES WERE SPENT ON QUALIFYING PURPOSES. APPLICANTS FOR SCHOLARSHIPS COMPLETE A SCHOLARSHIP REQUEST FORM. THE FOUNDATION REVIEWS THE INFORMATION THAT WAS PROVIDED AND AWARDS SCHOLARSHIP ON THEIR CRITERIA AND A NONDISCRIMINATORY BASIS. APPLICANTS NEED TO SHOW THAT THEY ARE ENROLLED IN SCHOOL. 0 0 0 0 0 0 0 0 0 FORM 990, PART IV, LINE 23 THE EXECUTIVE DIRECTOR IS COMPENSATED BY AN AFFILIATED, BUT UNRELATED, ENTITY. 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. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 120,371. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 120,371.