Civic Intelligence

Theta Phi Alpha Foundation Inc

990EZ • Fiscal year 2023 • EIN 36-3508444

Oct 01, 2022 to Sep 30, 2023 • Filed on Feb 03, 2024

Organization Profilewww.thetaphialpha.org/foundation
27025 Knickerbocker RoadBay Village, OH 44140-2300

(440) 899-9282

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

85th percentile

36%

Higher net margin than 85% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

68th percentile

14%

Faster asset growth than 68% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

77th percentile

40%

Faster revenue growth than 77% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$446,932

Up $54,367 (+14%) from 2022

Net Assets

Up

$446,932

Up $54,367 (+14%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin85th percentile

Revenue

Up

$151,458

Up $43,012 (+40%) from 2022

Expenses

Down

$97,091

Down $119,055 (-55%) from 2022

Net Income

Up

$54,367

Up $162,067 (+150%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2016: $280,452Liabilities 2016: $0Net Assets 2016: $280,4522016Assets 2017: $289,698Liabilities 2017: $0Net Assets 2017: $289,6982017Assets 2018: $303,212Liabilities 2018: $0Net Assets 2018: $303,2122018Assets 2019: $351,046Liabilities 2019: $0Net Assets 2019: $351,0462019Assets 2020: $369,847Liabilities 2020: $0Net Assets 2020: $369,8472020Assets 2021: $500,265Liabilities 2021: $0Net Assets 2021: $500,2652021Assets 2022: $392,565Liabilities 2022: $0Net Assets 2022: $392,5652022Assets 2023: $446,932Liabilities 2023: $0Net Assets 2023: $446,9322023Assets 2024: $536,077Liabilities 2024: $0Net Assets 2024: $536,0772024Assets 2025: $608,943Liabilities 2025: $0Net Assets 2025: $608,9432025

Highlighted filing

2023

Assets$446,932
Liabilities$0
Net Assets$446,932
Open 2023 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100K-$200KRevenue 2016: $105,754Expenses 2016: $109,875Net Income 2016: -$4,1212016Revenue 2017: $112,637Expenses 2017: $103,391Net Income 2017: $9,2462017Revenue 2018: $130,431Expenses 2018: $116,917Net Income 2018: $13,5142018Revenue 2019: $94,760Expenses 2019: $72,954Net Income 2019: $21,8062019Revenue 2020: $111,443Expenses 2020: $92,642Net Income 2020: $18,8012020Revenue 2021: $252,163Expenses 2021: $81,518Net Income 2021: $170,6452021Revenue 2022: $108,446Expenses 2022: $216,146Net Income 2022: -$107,7002022Revenue 2023: $151,458Expenses 2023: $97,091Net Income 2023: $54,3672023Revenue 2024: $224,244Expenses 2024: $135,099Net Income 2024: $89,1452024Revenue 2025: $187,383Expenses 2025: $114,517Net Income 2025: $72,8662025

Highlighted filing

2023

Revenue$151,458
Expenses$97,091
Net Income$54,367
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Feb 3, 2024
Return Version
2022v5.0
Gross Receipts
$151,458
Mission and Program Overview

Mission

Minister to Educational Needs of Org

Program Services

DescriptionGrantsExpenses
Underwrites cost of leadership conference and other educational programming for members$38,915$66,220
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Valerie ThomasTreasurer-$0--
Becky McLarenChairmanPT$0--
Kathy SullivanCommunications-$0--
Lucy Holmes-HigginsScholarshipphilanthropy-$0--
Rachel FlansburgDirector Of Collegians-$0--
Kristen HenkenusNational President-$0--
Filing and Contact Details

Filer

Filer Name
Theta Phi Alpha Foundation Inc
EIN
36-3508444
Address
27025 Knickerbocker Road, Bay Village, OH 44140-2300

Signing Officer

Name
Rebecca McLaren
Title
Chairman
Signed
2024-02-03
Discuss with paid preparer
Yes

Preparer

Firm
IAS Accounting Services LLC
Address
8239 S Bedford Road, Macedonia, OH 44056
Preparer
David M Govern
Phone
2162359037
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Various Grants Amount 66,220”

Description of other expenses Part I line 16

“Description AmountBank/Credit Card Fees 7,414Convention Expense 1,100OLT Favors 804Dues 500Insurance 3,986Taxes/State Fees 257National Office Staff 2,566Supplies 27Database/Website 11,945Compass Articles 331Funds returned to Fraternity 50”

Raw XML Appendix173 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0Valerie Thomas
IRS990EZ/BooksInCareOfDetail/PhoneNum04408999282
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt027025 Knickerbocker Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Bay Village
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0441402300
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0392565
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0446932
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt072602
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IRS990EZ/ExcessOrDeficitForYearAmt054367
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01200
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt066220
IRS990EZ/GrossReceiptsAmt0151458
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt078856
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0392565
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0446932
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0446932
IRS990EZ/OccupancyRentUtltsAndMaintAmt0495
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Valerie Thomas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Becky McLaren
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kathy Sullivan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lucy Holmes-Higgins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Rachel Flansburg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kristen Henkenus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ScholarshipPhilanthropy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director of Collegians
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5National President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt028980
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Minister to Educational Needs of Org
IRS990EZ/PrintingPublicationsPostageAmt0196
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Underwrites cost of leadership conference and other educational programming for members
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt038915
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt066220
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt097091
IRS990EZ/TotalProgramServiceExpensesAmt066220
IRS990EZ/TotalRevenueAmt0151458
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.thetaphialpha.org/foundation
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt072603
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0108446
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0110837
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt095996
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt074345
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0462227
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt060549
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0-116162
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0141326
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt015447
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01017
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0102177
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt060549
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0-116162
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0141326
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt015447
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0102177
IRS990ScheduleA/InvestmentIncomeCYPct00.18000
IRS990ScheduleA/InvestmentIncomePYPct00.14000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.81900
IRS990ScheduleA/PublicSupportPY509Pct00.86350
IRS990ScheduleA/PublicSupportTotal509Amt0462227
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt072603
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0108446
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0110837
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt095996
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt074345
IRS990ScheduleA/Total509Grp/TotalAmt0462227
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0133152
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0-7716
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0252163
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0111443
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt075362
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0564404
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Various Grants Amount 66,220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBank/Credit Card Fees 7,414Convention Expense 1,100OLT Favors 804Dues 500Insurance 3,986Taxes/State Fees 257National Office Staff 2,566Supplies 27Database/Website 11,945Compass Articles 331Funds returned to Fraternity 50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rebecca McLaren
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Theta Phi Alpha Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0THET
ReturnHeader/Filer/EIN0363508444
ReturnHeader/Filer/USAddress/AddressLine1Txt027025 Knickerbocker Road
ReturnHeader/Filer/USAddress/CityNm0Bay Village
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0441402300
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271238050
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0IAS Accounting Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08239 S Bedford Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Macedonia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044056
ReturnHeader/PreparerPersonGrp/PhoneNum02162359037
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David M Govern
ReturnHeader/ReturnTs02024-02-03T09:42:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Rebecca
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0McLaren
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$446,932
Liabilities
$0
Net assets
$446,932
Revenue
$151,458
Expenses
$97,091
Net income
$54,367
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$1.87$1.15$0.73
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.36$0.00$5.36$2.24$1.35$0.89
2023Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$1.51$0.97$0.54
2022Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$1.08$2.16$1.08
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.00$0.00$5.00$2.52$0.82$1.71
2020Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$1.11$0.93$0.19
2019Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.95$0.73$0.22
2018Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$1.30$1.17$0.14
2017Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$1.13$1.03$0.09
2016Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$1.06$1.10$0.04