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Nonprofit · EIN 23-7160343

IOTA CLUB OF THETA XI

Also known as IOTA CLUB

Tax-exempt · SAINT CHARLES, MO 63301

Financials

$85K$57K2022$129K$135K2023
Revenue Expenses · by fiscal year end
Financials of IOTA CLUB OF THETA XI by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2024990$129,345$135,204-$5,859$1,926,314$0$1,926,314
September 30, 2023990$84,863$57,039$27,824$1,932,173$0$1,932,173
Financial details: 990 for the year ended September 30, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$35,899
Investment income
$93,446
Net gain from sales of assets
$75,145
Other revenue
$0

Expenses

Grants and similar amounts paid
$110,897
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$4,960
Depreciation
$793

Balance sheet and other

Total assets, start of year
$1,932,173
Total assets, end of year
$1,926,314
Total liabilities, end of year
$0
Net assets, end of year
$1,926,314
Land, buildings and equipment
$4,689
Publicly traded securities
$870,908
Net assets without donor restrictions
$1,926,314
Gross unrelated business income
$93,446
Gross receipts
$394,892
Employees
0
Volunteers
10
Year formed
1924
State of legal domicile
MO

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended September 30, 2024, highest compensation first.

NameTitleHours / weekCompensation
Robert HazelwoodPresident
Trustee or director, Officer
40$0
Adam ShafferVice President
Trustee or director, Officer
20$0
David Rasche2nd Vice President
Trustee or director, Officer
20$0
Joseph MalbroughSecretary
Trustee or director, Officer
20$0
Timothy NeukumTreasurer
Trustee or director, Officer
40$0
George SchweitzerAlumni Trustee
Trustee or director
20$0
Tom PerottiAlumni Trustee (Thru 02/2024)
Trustee or director
20$0
Jack SalomonUndergraduate Trustee
Trustee or director
20$0
Adam ZwaanstraUndergraduate Trustee
Trustee or director
20$0
990 for the year ended September 30, 2023: 9 people
NameTitleHours / weekCompensation
Timothy NeukumTreasurer
Trustee or director, Officer
40$0
Joseph Malbroughsecretary
Trustee or director, Officer
20$0
alan keathlyAlumni Trustee
Trustee or director
20$0
Robert HazelwoodPresident
Trustee or director, Officer
40$0
David RascheVice President
Trustee or director, Officer
20$0
Adam Schaffer2nd Vice President
Trustee or director, Officer
20$0
Tom PerottiAlumni Trustee
Trustee or director
20$0
Santi GongalezUndergraduate Trustee
Trustee or director
20$0
John RiveraUndergraduate Trustee
Trustee or director
20$0

Address and contacts

Address (IRS master file)
3001 RECTOR ST, SAINT CHARLES, MO 63301-8495
In care of
% THE ORGANIZATION
Principal officer (990 for 2023)
Robert Hazelwood, 3001 Rector St, St Charles, MO 63301
Signed the 990
Robert Hazelwood, President
Phone
(636) 536-5679
Return prepared by
BDO USA

Mission

TO FURNISH FACILITIES FOR BRINGING TOGETHER ITS MEMBERS FOR EDUCATIONAL PURPOSES, THROUGH THE MEDIUM OF DISCUSSION OF ALL GENERAL EDUCATIONAL AND SCIENTIFIC SUBJECTS, AND THE READING OF PAPERS, MAGAZINES, PERIODICALS AND BOOKS OF SCIENTIFIC AND LITERARY CHARACTER; FOR THE ESTABLISHMENT AND MAINTENANCE OF A FUND TO BE USED FOR THE ERECTION, EQUIPMENT AND MAINTENANCE OF A PERMANENT HOME IN THE COUNTY OF ST. LOUIS, MISSOURI, OR VICINITY, FOR THE EXCLUSIVE USE OF THE CLUB MEMBERS AND THE IOTA CHAPTER OF THE THETA XI FOUNDATION.

990 for the year ended September 30, 2024

Program accomplishments

  • the alumni club of theta xi fraternity provides guidance and leadership to the undergraduate chapter members to aid them in their educational pursuits and development. the club supports these activities by defraying the costs to the undergraduates for these activities, including, but not limited to, the costs of travel, meals and attendee fees. the alumni club also assists chapters to provide opportunities to interact by lending funds for the construction or renovation of chapter housing.
  • the alumni club of theta xi fraternity sponsors a scholarship program under which undergraduate members receive monetary awards for academic achievement as specified under the program.
  • the alumni club of theta xi fraternity supports the members of the undergraduate chapter in their participation in the annual founders' day dinner, which is designed to bring together alumni and undergraduate members to promote the bonding and camaraderie necessary to promote the advancement of their educational experience and development under the venue of honoring the founders of the fraternity and defrays the costs of attending the event.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026Not on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
23-7160343
Tax-exempt status
501(c)(7): Social or recreational club
Donations deductible
No
Exempt since
2005
Accounting year ends
September
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B83)
Assets (IRS master file)
$1,926,314
Income (IRS master file)
$394,892

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2024$129,345$135,204$1,926,314XML
990September 2023$84,863$57,039$1,932,173XML
990September 2022$210,051$90,181$1,904,349IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7160343).

Questions about IOTA CLUB OF THETA XI

What is the EIN of IOTA CLUB OF THETA XI?
The employer identification number (EIN) of IOTA CLUB OF THETA XI is 23-7160343.
Is IOTA CLUB OF THETA XI tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(7) since 2005.
Are donations to IOTA CLUB OF THETA XI tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does IOTA CLUB OF THETA XI file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of IOTA CLUB OF THETA XI due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did IOTA CLUB OF THETA XI last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2024.
Who is the principal officer of IOTA CLUB OF THETA XI?
The 990 for the year ended September 30, 2024 names Robert Hazelwood.
Who are the officers and directors of IOTA CLUB OF THETA XI?
The 990 for the year ended September 30, 2024 lists 9 people; 0 received compensation from the organization.
How much revenue does IOTA CLUB OF THETA XI have?
On its 990 for the year ended September 30, 2024 it reported revenue of $129,345, expenses of $135,204 and total assets of $1,926,314 at year end.

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