Nonprofit · EIN 58-6036553
BETA ALPHA ASSOCIATION OF THETA XI INC
Tax-exempt (reinstated) · ATLANTA, GA 30313
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $585,084 | $529,511 | $55,573 | $5,114,212 | $3,826,200 | $1,288,012 |
| December 31, 2024 | 990 | $577,615 | $600,868 | -$23,253 | $5,475,374 | $4,042,935 | $1,432,439 |
| December 31, 2023 | 990 (amended) | $616,976 | $750,325 | -$133,349 | $5,482,069 | $4,226,377 | $1,255,692 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $4,999
- Program service revenue
- $567,000
- Investment income
- $9,085
- Net rental income
- $4,000
- Other revenue
- $4,000
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Travel
- $1,837
- Depreciation
- $198,764
- Program services (functional)
- $493,725
- Management and general (functional)
- $35,786
Balance sheet and other
- Total assets, start of year
- $5,475,374
- Total assets, end of year
- $5,114,212
- Total liabilities, end of year
- $3,826,200
- Net assets, end of year
- $1,288,012
- Land, buildings and equipment
- $4,778,905
- Gross unrelated business income
- $13,085
- Gross receipts
- $591,084
- Employees
- 0
- Volunteers
- 7
- Year formed
- 1952
- State of legal domicile
- GA
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARSHALL SIMS | PRESIDENT Trustee or director, Officer | 1 | $0 |
| ALLAINE DE LA CRUZ | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| ADAM CARACCI | TREASURER Trustee or director, Officer | 1 | $0 |
| ANDREW BOYD | SECRETARY Trustee or director, Officer | 1 | $0 |
| EW LOONEY | MEMBER-AT-LARGE Trustee or director, Officer | 1 | $0 |
| CARSON EARNEST | MEMBER-AT-LARGE Trustee or director, Officer | 1 | $0 |
| HENRY STEWART | UNDERGRADUATE-AT-LARGE Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARSHALL SIMS | PRESIDENT Trustee or director, Officer | 1 | $0 |
| ALLAINE DE LA CRUZ | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| ADAM CARACCI | TREASURER Trustee or director, Officer | 2 | $0 |
| DAVID BOSTATER | SECRETARY Trustee or director, Officer | 1 | $0 |
| DAN MULLOY | ALUMNUS-AT-LARGE Trustee or director, Officer | 1 | $0 |
| CARSON EARNEST | ALUMNUS-AT-LARGE Trustee or director, Officer | 1 | $0 |
| WALTON WADE | UNDERGRADUATE-AT-LARGE Trustee or director, Officer | 0 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARSHALL SIMS | PRESIDENT Trustee or director, Officer | 1 | $0 |
| ALLAINE DE LA CRUZ | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| ADAM CARACCI | TREASURER Trustee or director, Officer | 2 | $0 |
| DAVID BOSTATER | SECRETARY Trustee or director, Officer | 1 | $0 |
| DAN MULLOY | ALUMNUS-AT-LARGE Trustee or director, Officer | 1 | $0 |
| CARSON EARNEST | ALUMNUS-AT-LARGE Trustee or director, Officer | 1 | $0 |
| JAMES REHBERG | UNDERGRADUATE-AT-LARGE Trustee or director, Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 777 TECHWOOD DR NW, ATLANTA, GA 30313-2536
- Principal officer (990 for 2025)
- ADAM CARACCU, 6148 RICHMOND AVENUE, DALLAS, TX 75214
- Signed the 990
- ADAM CARACCU, TREASURER
- Phone
- (770) 549-1850
- Return prepared by
- FRAZIER & DEETER ADVISORY LLC
Mission
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.
Program accomplishments
- THE ASSOCIATION RENTS A CHAPTER HOUSE AND LIVING FACILITIES LOCATED AT THE CAMPUS OF THE GEORGIA INSTITUTE OF TECHNOLOGY TO ITS UNDERGRADUATE MEMBERS.Expenses $493,725 · revenue $567,000
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 58-6036553
- Tax-exempt status
- 501(c)(7): Social or recreational club
- Donations deductible
- No
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y40)
- Assets (IRS master file)
- $5,114,212
- Income (IRS master file)
- $591,084
Revocation and reinstatement
- Exemption revoked
- May 15, 2016
- Posted by the IRS
- April 26, 2017
- Reinstated
- Effective May 15, 2016
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $585,084 | $529,511 | $5,114,212 | XML |
| 990 | December 2024 | $577,615 | $600,868 | $5,475,374 | IRS |
| 990 | December 2023 | $616,976 | $750,325 | $5,482,069 | XML |
| 990 | December 2022 | $521,659 | $510,154 | $5,796,324 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 58-6036553).
Questions about BETA ALPHA ASSOCIATION OF THETA XI INC
- What is the EIN of BETA ALPHA ASSOCIATION OF THETA XI INC?
- The employer identification number (EIN) of BETA ALPHA ASSOCIATION OF THETA XI INC is 58-6036553.
- Is BETA ALPHA ASSOCIATION OF THETA XI INC tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2016 and reinstated it effective May 15, 2016.
- Are donations to BETA ALPHA ASSOCIATION OF THETA XI INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does BETA ALPHA ASSOCIATION OF THETA XI INC 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 BETA ALPHA ASSOCIATION OF THETA XI INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BETA ALPHA ASSOCIATION OF THETA XI INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of BETA ALPHA ASSOCIATION OF THETA XI INC?
- The 990 for the year ended December 31, 2025 names ADAM CARACCU.
- Who are the officers and directors of BETA ALPHA ASSOCIATION OF THETA XI INC?
- The 990 for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does BETA ALPHA ASSOCIATION OF THETA XI INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $585,084, expenses of $529,511 and total assets of $5,114,212 at year end.
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