2026-02-03T10:07:09-06:00 2023-12-31 581433845 FRAZIER & DEETER ADVISORY LLC 1230 PEACHTREE STREET NE SUITE 1500 ATLANTA GA 30309 990 2023-01-01 586036553 BETA ALPHA ASSOCIATION OF THETA XI BETA 7705491850 541 10TH STREET NW 109 ATLANTA GA 30318 ADAM CARACCI TREASURER 7705491850 2026-02-02 1 1 THOMAS R BURTON III P02285386 4042537500 2026-02-02 2023 2025-03-06 01:10:19Z X MARSHALL SIMS 541 10TH STREET NW 109 ATLANTA GA 30318 616976 0 X N/A X 1952 GA THE ORGANIZATION EXISTS FOR THE PRIMARY PURPOSE OF PROVIDING A CHAPTER HOUSE AND LIVING FACILITIES. 7 7 0 7 2279 0 400 350 521259 614347 0 2279 0 0 521659 616976 74500 214318 0 0 0 0 0 0 0 435654 536007 510154 750325 11505 -133349 5796324 5482069 4407283 4226377 1389041 1255692 X THE ORGANIZATION EXISTS FOR THE PRIMARY PURPOSE OF PROVIDING A CHAPTER HOUSE AND LIVING FACILITIES FOR MEMBERS OF THE BETA ALPHA CHAPTER OF THETA XI FRATERNITY, WHICH IS LOCATED AT THE GEORGIA INSTITUTE OF TECHNOLOGY IN ATLANTA, GEORGIA. 0 0 718626 214318 614347 THE ASSOCIATION RENTS A CHAPTER HOUSE AND LIVING FACILITIES LOCATED AT THE CAMPUS OF THE GEORGIA INSTITUTE OF TECHNOLOGY TO ITS UNDERGRADUATE MEMBERS. 718626 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 GA X ADAM CARACCI 7705491850 6148 RICHMOND AVENUE DALLAS TX 75214 X MARSHALL SIMS PRESIDENT 1.00 X X 0 0 0 ALLAINE DE LA CRUZ VICE PRESIDENT 1.00 X X 0 0 0 ADAM CARACCI TREASURER 2.00 X X 0 0 0 DAVID BOSTATER SECRETARY 1.00 X X 0 0 0 DAN MULLOY ALUMNUS-AT-LARGE 1.00 X X 0 0 0 CARSON EARNEST ALUMNUS-AT-LARGE 1.00 X X 0 0 0 JAMES REHBERG UNDERGRADUATE-AT-LARGE 0.00 X X 0 0 0 0 0 0 0 0 0 0 0 350 350 HOUSING DUES 721310 614347 614347 614347 2279 2279 616976 614347 2279 0 X 214318 214318 4008 4008 2500 2500 18680 18680 6096 6096 139 139 276 276 1959 1959 192125 192125 198764 198764 26278 26278 REPAIRS AND MAINTENANCE 47564 47564 TAXES AND LICENSES 23137 23137 MEALS & ENTERTAINMENT 7293 7293 DUES & SUBSCRIPTIONS 2807 2807 4381 4381 750325 718626 31699 0 X 421127 305636 5653831 477398 5375197 5176433 5796324 5482069 4407283 4226377 4407283 4226377 X 0 0 0 0 1389041 1255692 1389041 1255692 5796324 5482069 X -133349 0 X 0 0 0 254179 254179 5384909 473220 4911689 14743 4178 10565 5176433 1 THETA XI FOUNDATION 260 PEACHTREE STREET NW SUITE 900 ATLANTA GA 30303 436049500 501(C)(3) 212368 0 ENDOWMENT CAMPAIGN PART III, LINE 4A AMENDED TO INCLUDE ADDITIONAL $200,000 IN EXPENSES AND GRANTS RECLASSED FROM DUE TO ASSET TO BE GRANTS PAID TO THETA XI FOUNDATION. ALSO, $14,318 REPORTED AS GRANTS IN PART IX, LINE 1 THAT WERE NOT REPORTED IN PART III IN ORIGINAL FILING HAVE ALSO BEEN ADDED AS GRANTS IN AMENDED RETURN. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE TWO CLASSES OF MEMBERS, UNDERGRADUATE MEMBERS AND ALUMNI MEMBERS. THERE ARE ABOUT 100 UNDERGRADUATE MEMBERS AND ABOUT 1,100 ALUMNI MEMBERS, INCLUDING 7 BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A ALL OFFICERS ARE ELECTED BY RECEIPT OF A SIMPLE MAJORITY OF VOTES CAST BY THE MEMBERS. AN UNDERGRADUATE MEMBER IN GOOD STANDING GAINS VOTING PRIVILEGES DURING HIS FINAL SEMESTER AS AN UNDERGRADUATE STUDENT AT THE GEORGIA INSTITUTE OF TECHNOLOGY AFTER PAYING THE ASSOCIATION'S MEMBERSHIP FEE. ALL ALUMNI MEMBERS IN GOOD STANDING HAVE VOTING PRIVILEGES. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN DECISIONS MADE BY THE GOVERNING BODY ARE SUBJECT TO APPROVAL THROUGH MAJORITY VOTE BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER REVIEWS THE FORM 990 BEFORE FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S DOCUMENTS ARE AVAILABLE UPON REQUEST. PART IX, LINE 1 AMENDED TO INCLUDE ADDITIONAL $200,000 IN GRANTS RECLASSED FROM DUE TO ASSET TO BE GRANTS PAID TO THETA XI FOUNDATION. ORIGINALLY REPORTED GRANTS OF $14,318 HAVE BEEN AMENDED TO BE $214,318. ADDITIONALLY, SCH I HAS BEEN AMENDED TO INCLUDED THIS SAME AMOUNT. PART X, LINES 15, 16, 31, 32, AND 33. AMENDED TO REMOVE $200,000 IN DUE TO ASSET WHICH HAS BEEN RECLASSED AS A GRANT PAID TO THETA XI FOUNDATION. RETAINED EARNINGS AND ALL TOTALS HAVE BEEN UPDATED AS WELL. PART XI, LINES 2, 3, AND 10 AMENDED TO INCLUDE ADDITIONAL $200,000 IN EXPENSES FOR DUE TO ASSET THAT WAS RECLASSED AS A GRANT PAID TO THETA XI FOUNDATION. NET INCOME AND NET ASSETS HAVE ALSO BEEN AMENDED. THETA XI FRATERNITY 260 PEACHTREE STREET NW SUITE 900 ATLANTA GA 30303 430549670 PARENT ORG GA 501(C)(7) N/A 0 THETA XI FOUNDATION 260 PEACHTREE STREET NW SUITE 900 ATLANTA GA 30303 436049500 FOUNDATION GA 501(C)(3) PF N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0