2026-03-12T14:30:02-05:00 2025-06-30 273858252 DEAN DORTON ALLEN FORD PLLC 5975 CASTLE CREEK PARKWAY N DR STE 400 INDIANAPOLIS IN 46250 990 2024-07-01 430549670 THETA XI FRATERNITY THET 3149936294 260 PEACHTREE ST NW ATLANTA GA 30303 J TANNER MARCANTEL EXECUTIVE DIRECTOR 3149936294 2026-03-10 1 0 BRYAN PAUTSCH P00034913 3174690169 2026-03-10 2024 2025-03-06 01:10:19Z J TANNER MARCANTEL 260 PEACHTREE ST NW ATLANTA GA 30303 1593002 0 X THETAXI.ORG X 1960 MO THE PURPOSE OF THE FRATERNITY IS TO PROVIDE A COLLEGE HOME ENVIRONMENT FOR ITS UNDERGRADUATE MEMBERS IN WHICH FELLOWSHIP AND ALUMNI GUIDANCE LEAD TO WHOLESOME MENTAL, MORAL, PHYSICAL AND SPIRITUAL GROWTH. 10 10 8 312 185592 0 58500 144297 1058246 1195261 78867 177564 24499 14180 1220112 1531302 0 0 0 0 455598 491261 0 0 0 815180 958577 1270778 1449838 -50666 81464 2910633 3094852 165537 170118 2745096 2924734 THE PURPOSE OF THE FRATERNITY IS TO PROVIDE A COLLEGE HOME ENVIRONMENT FOR ITS UNDERGRADUATE MEMBERS IN WHICH FELLOWSHIP AND ALUMNI GUIDANCE LEAD TO WHOLESOME MENTAL, MORAL, PHYSICAL AND SPIRITUAL GROWTH. 0 0 CHAPTER SERVICES INCLUDE: LEADERSHIP CONSULTANT, EXECUTIVE STAFF, AND VOLUNTEER ALUMNI OFFICER VISITS TO UNDERGRADUATE CAMPUS CHAPTERS TO OVERVIEW OPERATIONS, PROVIDE VERBAL AND WRITTEN ADVICE AND COUNSEL TO IMPROVE INDIVIDUAL LEADERSHIP SKILLS AND OVERALL CHAPTER PERFORMANCE. VARIETY OF GUIDES AND EDUCATIONAL PROGRAMS FOR PERSONAL DEVELOPMENT, ACADEMIC ACHEIVEMENT AND TO IMPROVE CHAPTER OPERATIONS. GUIDES FOR VOLUNTEER ALUMNI WHO SERVE AS ADVISORS AND MENTORS TO UNDERGRATUATE MEMBERS ARE ALSO PROVIDED. INSURANCE PROGRAM INCLUDES: LIABILITY INSURANCE: UNDERGRADUATE RISK MANAGEMENT EDUCATION THAT ADDRESSES ALCOHOL USE, ILLEGAL DRUGS, SEXUAL ABUSE AND HAZING; UNDERGRADUATE AND ALUMNI RISK MANAGEMENT WORKSHOPS; ARTICLES; AND INCIDENT INVESTIGATIONS. NATIONAL CONVENTION INCLUDES: EXERCISES IN SELF-GOVERNANCE, EDUCATIONAL AND LEADERSHIP SKILLS WORKSHOPS, RECOGNITION OF ACADEMIC AND OPERATIONS ACCOMPLISHMENTS, SHARING OF BEST-PRACTICES AND RITUAL EXEMPLIFICATION. 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 8 1 1 1 0 0 0 0 182984 0 0 0 0 X 10 10 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 GA X THETA XI FRATERNITY 3149936294 260 PEACHTREE ST NW ATLANTA GA 30303 RYAN A KIGHT NATIONAL PRESIDENT 1.00 X X 0 0 0 KEVIN S BRAY VP - ADMINISTRATION 1.00 X X 0 0 0 BRETT M COVERT VP - ALUMNI 1.00 X X 0 0 0 DUANE L JAMES VP - CHAPTER OPERATIONS 2.00 X X 0 0 0 KYLE J DUDLEY DIRECTOR 2.00 X 0 0 0 ADAM J CARACCI DIRECTOR 2.00 X 0 0 0 SCOTT N CAPONE DIRECTOR 2.00 X 0 0 0 DAVID E REAP DIRECTOR 1.00 X 0 0 0 CHARLES W DECROES UNDERGRADUATE DIRECTOR 1.00 X 0 0 0 JOSEPH K TRASKASKI UNDERGRADUATE DIRECTOR 1.00 X 0 0 0 J TANNER MARCANTEL EXECUTIVE DIRECTOR 40.00 X 95000 0 0 95000 0 0 0 0 0 0 0 144297 144297 CHAPTER SERVICE AGREEM 900099 415841 415841 INSURANCE ADMIN FEES 900099 323551 323551 MEMBERSHIP DUES 900099 290992 290992 CONVENTION AND ACADEMI 900099 125588 125588 FOUNDATION SERVICE AGR 900099 36973 36973 2316 2316 1195261 47331 47331 8028 8028 191933 61700 130233 130233 130233 5175 0 5175 5175 MISCELLANEOUS REVENUE 900099 977 977 977 1531302 1201413 185592 0 95000 317685 43550 35026 71589 27404 8464 94129 116430 4568 210139 MEMBERSHIP PROGRAM 193830 EDUCATIONAL PROGRAM 148097 PRINTING, PUBLICATIONS, 59376 INTERFRATERNITY RELATIO 11906 12645 1449838 127361 95985 142615 150183 162806 340727 10197 0 94319 96048 108307 75355 37521 32952 2249430 2314300 86384 64657 2910633 3094852 121456 37401 36600 0 7481 132717 165537 170118 X 2682596 2862234 62500 62500 2745096 2924734 2910633 3094852 81464 83891 14283 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2235228 165790 100920 2300098 2047127 188101 2235228 1881853 242568 77294 2047127 2180078 -298225 1881853 1705149 474929 2180078 0.97283 0.02717 0 0 108307 75355 32952 32952 PART V, LINE 4: DONOR RESTRICTED FUNDS WERE ESTABLISHED AS AN ENDOWMENT EDUCATION FUND. THE CORPUS IS TO BE HELP IN PERPETUITY WHILE EARNINGS ARE TO BE USED TO RECOGNIZE AND PROMOTE ACADEMIC ACHEIVEMENT AND THE COSTS OF OTHER QUALIFIED EDUCATION PROGRAMS. THE BOARD DESIGNATED FUNDS WERE ESTABLISHED TO PROVIDE INCOME TO THE GENERAL FUND OF THE FRATERNITY FOR THE SUPPORT OF QUALIFYING FRATERNITY EDUCATIONAL PROGRAMS. FORM 990, PART VI, SECTION A, LINE 6 THETA XI FRATERNITY IS A MEMBERSHIP ORGANIZATION COMPRISED OF UNDERGRADUATE AND ALUMNI MEMBERS THROUGH CHAPTERS, COLONIES , ALUMNI CLUBS, AND ALUMNI ASSOCIATIONS. FORM 990, PART VI, SECTION A, LINE 7A THE SUPREME AUTHORITY OF THE FRATERNITY IS THE NATIONAL CONVENTION. EACH CHAPTER, COLONY, ALUMNI CLUB AND ALUMNI ASSOCIATION IN GOOD STANDING IS ENTITLED TO A DELEGATE AT THE NATIONAL CONVENTION. DURING THE INTERIM BETWEEN CONVENTIONS, THE AUTHORITY TO ACT FOR THE FRATERNITY SHALL BE VESTED IN THE BOARD OF DIRECTORS KNOWN AS THE GRAND LODGE. FORM 990, PART VI, SECTION B, LINE 11B THETA XI FRATERNITY 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 AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT FOLLOWED BY REVIEW OF THE GRAND LODGE (BOARD OF DIRECTORS). FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT IS ESTABLISHED BY DISTRIBUTING THE CONFLICT OF INTEREST STATEMENT TO ALL GRAND LODGE DIRECTORS 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 DIRECTOR, WHICH ARE 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 B, LINE 15 ON AN ANNUAL BASIS, THE COMPENSATION COMMITTEE: - REVIEWS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR BASED ON ACHEIVEMENTS AGAINST THE ESTABLISHED GOALS AND OVERALL PERFORMANCE. - THE COMMITTEE SEEKS THE INPUT OF THE BOARD OF DIRECTORS IN COMPLETING THE REVIEW - MAY REVIEW APPROPRIATE MARKET DATA ON COMPENSATION FOR THE EXECUTIVE DIRECTS A SIMILAR NOT-FOR-PROFIT ORGANIZATIONS, AS SUPPLIED AND ANALYZED BY THE COMPENSATION COMMITTEE CHAIR - THE COMMITTEE DETERMINES ANY CHANGE IN COMPENSATION FOR THE EXECUTIVE DIRECTOR BASED ON: - JOB PERFORMANCE - FRATERNITY FINANCIAL RESOURCES AND SOUND BUDGET PRACTICES - AFFORDABILITY THE COMMITTEE HAS LATITUDE TO PROVIDE A CHANGE IN PAY, A BONUS, A LUMP SUM MERIT INCREASE, AN INCREASE IN ALLOWANCES, OR NON-CASH COMPENSATION. CONSIDERATION OF THE ANNUAL FRATERNITY BUDGET INCLUDES NOTICE TO THE BOARD OF DIRECTORS FOR CHANGES IN COMPENSATION OF ALL EMPLOYEES. 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.