Nonprofit · EIN 43-6049500
THETA XI FOUNDATION
Tax-exempt · ATLANTA, GA 30303
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,239,667 | $612,118 | $627,549 | $6,386,865 | $24,273 | $6,362,592 |
| June 30, 2024 | 990 | $779,650 | $693,622 | $86,028 | $5,678,071 | $228,011 | $5,450,060 |
| June 30, 2023 | 990 | $1,092,285 | $1,658,349 | -$566,064 | $5,197,820 | $101,375 | $5,096,445 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $997,483
- Program service revenue
- $0
- Investment income
- $230,530
- Net gain from sales of assets
- $80,874
- Other revenue
- $11,654
Expenses
- Grants and similar amounts paid
- $260,652
- Other salaries and wages
- $70,263
- Salaries, compensation and benefits (total)
- $70,263
- Professional fundraising fees
- $0
- Travel
- $18,656
- Program services (functional)
- $327,471
- Management and general (functional)
- $194,966
- Fundraising (functional)
- $89,681
Balance sheet and other
- Total assets, start of year
- $5,678,071
- Total assets, end of year
- $6,386,865
- Total liabilities, end of year
- $24,273
- Net assets, end of year
- $6,362,592
- Publicly traded securities
- $5,288,074
- Net assets without donor restrictions
- $1,445,972
- Net assets with donor restrictions
- $4,916,620
- Gross receipts
- $1,239,667
- Employees
- 0
- Volunteers
- 15
- Year formed
- 1949
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KENNETH A MILLER | CHAIRMAN Trustee or director, Officer | 3 | $0 |
| STEPHEN D BAKER | VICE CHAIRMAN Trustee or director, Officer | 2 | $0 |
| DONALD S MERINGER | SECRETARY Trustee or director, Officer | 1 | $0 |
| H ROBERT VEENSTRA JR | TREASURER Trustee or director, Officer | 2 | $0 |
| PHILLIP R BOYCE | TRUSTEE Trustee or director | 1 | $0 |
| DAVID K FORD | TRUSTEE Trustee or director | 1 | $0 |
| CRAIG S JANUS | TRUSTEE Trustee or director | 1 | $0 |
| RICHARD E MALIR | TRUSTEE Trustee or director | 1 | $0 |
| KURT G MAY | TRUSTEE Trustee or director | 1 | $0 |
| JAMES O PIKE | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL A PITCHER | TRUSTEE Trustee or director | 1 | $0 |
| ADAM M SCHAFFER | TRUSTEE Trustee or director | 1 | $0 |
| CHRISTOPHER N BAKER | TRUSTEE Trustee or director | 1 | $0 |
| RICHARD C MCCORMAC | HONORARY TRUSTEE Trustee or director | 1 | $0 |
| DONALD G ALLISON | HONORARY TRUSTEE Trustee or director | 1 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| J TANNER MARCANTEL | EXECUTIVE DIRECTOR Officer | 6 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| J TANNER MARCANTEL | EXECUTIVE DIRECTOR Officer | 6 | $14,250 | $428 |
| KENNETH A MILLER | CHAIRMAN Trustee or director, Officer | 3 | $0 | $0 |
| STEPHEN D BAKER | VICE CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| DONALD S MERINGER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| H ROBERT VEENSTRA JR | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| PHILLIP R BOYCE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID K FORD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CRAIG S JANUS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RICHARD E MALIR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KURT G MAY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JAMES O PIKE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL A PITCHER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ADAM M SCHAFFER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER N BAKER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RICHARD C MCCORMAC | HONORARY TRUSTEE Trustee or director | 1 | $0 | $0 |
| DONALD G ALLISON | HONORARY TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MILLER KENNETH A | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| BAKER STEPHEN D | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 |
| VEENSTRA JR H ROBERT | TREASURER Trustee or director, Officer | 1 | $0 |
| MERINGER DONALD | SECRETARY Trustee or director, Officer | 1 | $0 |
| BAKER CHRISTOPHER NATHANIEL | TRUSTEE Trustee or director | 1 | $0 |
| BOYCE PHILLIP R | TRUSTEE Trustee or director | 1 | $0 |
| FORD DAVID K | TRUSTEE Trustee or director | 1 | $0 |
| JANUS CRAIG STEVE | TRUSTEE Trustee or director | 1 | $0 |
| MALIR RICK | TRUSTEE Trustee or director | 1 | $0 |
| MAY KURT G | TRUSTEE Trustee or director | 1 | $0 |
| PIKE JR JAMES O | TRUSTEE Trustee or director | 1 | $0 |
| PITCHER MICHAEL A | TRUSTEE Trustee or director | 1 | $0 |
| SCHAFFER ADAM M | TRUSTEE Trustee or director | 1 | $0 |
| ALLISON DONALD G | HONORARY TRUSTEE Trustee or director | 1 | $0 |
| MCCORMAC RICHARD CHARLES | HONORARY TRUSTEE Trustee or director | 1 | $0 |
| MARCANTEL J TANNER | EXECUTIVE DIRECTOR Officer | 6 | $0 |
Address and contacts
- Address (IRS master file)
- 260 PEACHTREE ST NW STE 900, ATLANTA, GA 30303-1237
- In care of
- % THE ORGANIZATION
- Principal officer (990 for 2024)
- J TANNER MARCANTEL, 260 PEACHTREE STREET NW 900, ATLANTA, GA 30303
- Signed the 990
- J TANNER MARCANTEL, EXECUTIVE DIRECTOR
- Phone
- (314) 993-6294
- Website
- THETAXI.ORG/FOUNDATION/
- Return prepared by
- DEAN DORTON ALLEN FORD PLLC
Mission
TO PROVIDE EDUCATIONAL PROGRAMMING AND SCHOLARSHIP ASSISTANCE TO THE UNDERGRATUATE MEMBERS OF THETA XI FRATERNITY.
Program accomplishments
- 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.Expenses $129,524 · grants $62,705
- ACADEMIC GRANTS INCLUDES FUNDING SCHOLARSHIPS AND ACADEMIC ACHEIVEMENT AWARDS.Expenses $92,964 · grants $92,964
- 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.Expenses $104,983 · grants $104,982
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 43-6049500
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1954
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $6,386,865
- Income (IRS master file)
- $1,239,667
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,239,667 | $612,118 | $6,386,865 | XML |
| 990 | June 2024 | $779,650 | $693,622 | $5,678,071 | IRS |
| 990 | June 2023 | $1,092,285 | $1,658,349 | $5,197,820 | XML |
| 990 | June 2022 | $2,641,899 | $881,687 | $6,097,582 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | August 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 43-6049500).
Questions about THETA XI FOUNDATION
- What is the EIN of THETA XI FOUNDATION?
- The employer identification number (EIN) of THETA XI FOUNDATION is 43-6049500.
- Is THETA XI FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
- Are donations to THETA XI FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THETA XI FOUNDATION 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 THETA XI FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THETA XI FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of THETA XI FOUNDATION?
- The 990 for the year ended June 30, 2025 names J TANNER MARCANTEL.
- Who are the officers and directors of THETA XI FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does THETA XI FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,239,667, expenses of $612,118 and total assets of $6,386,865 at year end.
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