2024-05-09T10:09:16-05:00 2023-06-30 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2022-07-01 430549670 THETA XI FRATERNITY 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 2024-05-03 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z J TANNER MARCANTEL 260 PEACHTREE ST NW 900 ATLANTA GA 30303 1266044 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 11 250 96034 0 5066 71935 1025277 1071447 121718 71092 34977 26945 1187038 1241419 1000 0 0 0 486104 472191 0 0 0 638896 970918 1126000 1443109 61038 -201690 2673332 2767895 136821 232421 2536511 2535474 THE PURPOSE OF THE FRATERNITY IS TO PROVIDE A COLLEGE HOME ENVIRONMENT FOR ITS UNDERGRADUATE MEMBERS IN WHICH FELLOWSHIP AND ALUMNI GUIDANCE LEAD TO WHOLESOE 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 ACHIEVEMENT AND TO IMPROVE CHAPTER OPERATIONS. GUIDES FOR VOLUNTEER ALUMNI WHO SERVE AS ADVISORS AND MENTORS TO UNDERGRADUATE 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 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 1 1 0 1 11 1 1 1 0 0 0 0 176000 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 THE ORGANIZATION 3149936294 260 PEACHTREE ST NW 900 ATLANTA GA 30303 SPEDALIERE STEPHEN NATIONAL PRESIDENT 1.00 X X 0 0 0 JAMES DUANE PRESIDENT FOR CHAPTER OPS 2.00 X X 0 0 0 KIGHT RYAN VICE PRESIDENT FOR ADMIN 1.00 X X 0 0 0 COVERT BRETT VICE PRESIDENT FOR ALUMNI AFFAIRS 1.00 X X 0 0 0 BRAY KEVIN DIRECTOR 2.00 X 0 0 0 CAPONE SCOTT DIRECTOR 2.00 X 0 0 0 CARACCI ADAM DIRECTOR 2.00 X 0 0 0 DAVIS WILLIAM DIRECTOR 1.00 X 0 0 0 SKEOCH ADAM UNDERGRADUATE DIRECTOR 1.00 X 0 0 0 WAMPLER ALEX UNDERGRADUATE DIRECTOR 1.00 X 0 0 0 J TANNER MARCANTEL EXECUTIVE DIRECTOR 40.00 X 105513 0 4128 105513 0 4128 1 0 0 0 0 71935 71935 CHAPTER SERVICE AGREEM 900099 427383 427383 INSURANCE ADMIN FEES 900099 312032 312032 MEMBERSHIP DUES 900099 218569 218569 CONVENTION AND ACADEMI 900099 79571 79571 FOUNDATION SERVICE AGR 900099 33892 33892 1071447 52502 52502 24942 24942 43215 24625 18590 18590 18590 116 0 116 116 OTHER INCOME 900099 1887 1887 1887 1241419 1073450 96034 0 113547 287738 5837 33946 31123 97191 88404 12299 45019 62251 273360 2038 195720 CHAPTER CHARTERING AND 169929 INTERFRATERNITY 14075 OTHER EXPENSES 10476 STRATEGIC PLAN 156 1443109 4376 33821 281941 61223 226960 317257 35297 47730 60945 45183 108307 66218 0 42089 2011920 2182536 51893 38056 2673332 2767895 71625 177579 17835 7481 47361 47361 136821 232421 X 2404531 2472974 131980 62500 2536511 2535474 2673332 2767895 -201690 185887 14766 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1881853 242568 77294 2047127 2180078 -298225 1881853 1705149 474929 2180078 1680415 24734 1705149 1717962 4877 110559 152983 1680415 0.97000 0.03000 0 0 108307 66218 42089 42089 CHAPTER TRUSTS 47361 47361 PART V, LINE 4: DONOR RESTRICTED FUNDS WERE ESTABLISHED AS AN ENDOWMENT EDUCATION FUND. THE CORPUS IS TO BE HELD IN PERPETUITY WHILE EARNINGS ARE TO BE USED TO RECOGNIZE AND PROMOTE ACADEMIC ACHIEVEMENT 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 SUPPPORT 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 ASSOCATION 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 BY THE GRAND LODGE (BOARD OF DIRECTORS). FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORECEMENT 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. FORM 990, PART VI, SECTION B, LINE 15 ON AN ANNUAL BASIS, THE COMPENSATION COMMITTEE: - REVIEWS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR BASED ON ACHIEVEMENTS 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 AT 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.