Civic Intelligence

Theta Phi Alpha Foundation Inc

990 • Fiscal year 2024 • EIN 36-3508444

Oct 01, 2023 to Sep 30, 2024 • Filed on Nov 21, 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

33rd percentile

0.00x

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

86th percentile

40%

Higher net margin than 86% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

75th percentile

20%

Faster asset growth than 75% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

48%

Faster revenue growth than 81% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$536,077

Up $89,145 (+20%) from 2023

Net Assets

Up

$536,077

Up $89,145 (+20%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin86th percentile

Revenue

Up

$224,244

Up $72,786 (+48%) from 2023

Expenses

Up

$135,099

Up $38,008 (+39%) from 2023

Net Income

Up

$89,145

Up $34,778 (+64%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2024

Assets$536,077
Liabilities$0
Net Assets$536,077
Open 2024 Filing

Operations Trend

Revenue Growth81st 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

2024

Revenue$224,244
Expenses$135,099
Net Income$89,145
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Nov 21, 2024
Return Version
2023v6.0
Gross Receipts
$224,244
Mission and Program Overview

Mission

Minister to Educational Needs of Org

Minister to Educational Needs of Organization

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$377,874$476,488▲ $98,614
Cash and Non-Interest-Bearing Accounts$69,058$59,589▼ $9,469
Total Assets$446,932$536,077▲ $89,145
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$377,874$476,488▲ $98,614
Net Assets Without Donor Restrictions$69,058$59,589▼ $9,469
Total Net Assets Fund Balance$446,932$536,077▲ $89,145
Total Liabilities and Net Assets / Fund Balance$446,932$536,077▲ $89,145
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Becky McLarenChairman
Kristen HenkenusNational President
Rachel FlansburgDirector of Collegians
Jennifer JacobsDonor Development
Lucy Holmes-HigginsScholarshipPhilanthropy
Valerie ThomasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$92,606
Program Service Revenue
$0
Investment Income
$131,638
Other Revenue
$0
All Other Contributions
$92,606
Change in Net Assets
$89,145
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$78,262
Other Expenses$56,837
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$78,262--$78,262
Information Technology$12,587--$12,587
Conferences and Meetings$11,282--$11,282
Office Expenses$9,982--$9,982
Insurance$2,719--$2,719
Fees for Services Accounting$1,200--$1,200
Occupancy$540--$540
Other Expenses$449--$449
All Other Expenses$241--$241
Total Functional Expenses$135,099$0$0$135,099
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Theta Phi alpha Reviews 990 before filing.”

Conflict of interest policy compliance Part VI line 12C

“The organization regulary monitors compliance with conflict of interest policy”

Governing documents etc available to public Part VI line 19

“Public Documents are available upon request.”

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
2024-11-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Becky McLaren
Formed
1986
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
IAS Accounting Services LLC
Address
8239 S Bedford Road, Macedonia, OH 44056
Preparer
David M Govern
Phone
2162359037
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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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/PreparationDt02025-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David M Govern
ReturnHeader/ReturnTs02025-09-11T14:30:39-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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Filings

Displayed year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$536,077
Liabilities
$0
Net assets
$536,077
Revenue
$224,244
Expenses
$135,099
Net income
$89,145
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