Liabilities / Assets
27th percentile
Higher debt load relative to assets than 27% of similar nonprofits.
Theta Phi Alpha Fraternity
990 • Fiscal year 2016 • EIN 39-0654386
Refreshing map…
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.06x
Liabilities / Revenue
21st percentile
Higher debt load relative to revenue than 21% of similar nonprofits.
Net Margin
43rd percentile
Higher net margin than 43% of similar nonprofits.
Top Officer Pay
83rd percentile
Higher top officer pay than 83% of similar nonprofits.
Top officer pay equals 6.7% of source-year revenue.
Asset Growth
75th percentile
Faster asset growth than 75% of similar nonprofits.
Revenue Growth
84th percentile
Faster revenue growth than 84% of similar nonprofits.
Balance Sheet
Assets
Up$1,001,322
Up $57,024 (+6.0%) from 2015
Net Assets
Up$942,625
Up $7,573 (+0.8%) from 2015
Liabilities
Up$58,697
Up $49,451 (+535%) from 2015
Revenue And Expenses
Revenue
Up$1,178,133
Up $154,984 (+15%) from 2015
Expenses
Up$1,156,835
Up $306,145 (+36%) from 2015
Net Income
Down$21,298
Down $151,161 (-88%) from 2015
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Sep 1, 2015 to Aug 31, 2016
- Signed
- Jan 15, 2016
- Return Version
- 2015v3.0
- Gross Receipts
- $1,317,977
Mission and Program Overview
Mission
National fraternity office that provides services to its members through local chapters on college campuses.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Savings and Temporary Cash Investments | $555,705 | $406,480 | ▼ $149,225 |
| Investments in Publicly Traded Securities | $89,014 | $256,372 | ▲ $167,358 |
| Cash and Non-Interest-Bearing Accounts | $208,059 | $190,024 | ▼ $18,035 |
| Land, Buildings, and Equipment, Net | - | $105,000 | - |
| Accounts Receivable | $75,886 | $27,462 | ▼ $48,424 |
| Inventories for Sale or Use | $15,984 | $15,984 | → $0 |
| Total Assets | $944,648 | $1,001,322 | ▲ $56,674 |
| Liabilities | |||
| Escrow Account Liability | - | $48,236 | - |
| Accounts Payable and Accrued Expenses | $9,246 | $10,461 | ▲ $1,215 |
| Total Liabilities | $9,246 | $58,697 | ▲ $49,451 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $935,402 | $942,625 | ▲ $7,223 |
| Total Net Assets Fund Balance | $935,402 | $942,625 | ▲ $7,223 |
| Total Liabilities and Net Assets / Fund Balance | $944,648 | $1,001,322 | ▲ $56,674 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Land Buildings | $105,000 | $22,704 | $127,704 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Shane Mcgoey | Executive Di | FT | $79,368 | $79,368 |
Board Members and Trustees
| Name | Title |
|---|---|
| Susan Grau Lee | President |
| Michelle Short Porter | Natl Exec Se |
| Liz Eberhart | Treasurer |
| Lauren Svec Gallo | VP Alumnae |
| Kathryn Owsianiecki | VP Collegian |
| Nicole Conroy | VP Extension |
| Jessica Knerr | VP Programmi |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $1,082,532
- Investment Income
- $7,036
- Other Revenue
- $88,565
- Change in Net Assets
- $21,298
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $875,484 |
| Salaries, Compensation, and Employee Benefits | $281,351 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Conferences and Meetings | - | - | - | $352,380 |
| Other Salaries and Wages | - | - | - | $167,974 |
| Office Expenses | - | - | - | $107,889 |
| Insurance | - | - | - | $92,305 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $79,368 |
| All Other Expenses | - | - | - | $74,772 |
| Other Expenses | - | - | - | $26,270 |
| Occupancy | - | - | - | $24,000 |
| Payroll Taxes | - | - | - | $22,942 |
| Information Technology | - | - | - | $11,757 |
| Fees for Services Legal | - | - | - | $11,603 |
| Fees for Services Other | - | - | - | $9,984 |
| Pension Plan Contributions | - | - | - | $7,388 |
| Fees for Services Accounting | - | - | - | $6,000 |
| Other Employee Benefits | - | - | - | $3,679 |
| Advertising | - | - | - | $2,479 |
| Total Functional Expenses | $0 | $0 | $0 | $1,156,835 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Subject to proxy tax
- No
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- Yes
- 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
- Yes
- Other officer compensation reviewed
- Yes
- Conflict-of-interest policy
- Yes
- Audited financial statements prepared
- No
- Key decisions subject to board approval
- Yes
- Management duties delegated
- No
Governance Explanations
Form 990, Page 6, Part VI, Line 7A
“Each chartered chapter has the right to send a delegate to the biennial convention where the delegate is allowed one vote on all fraternity business. Appointed and elected officers are also delegates at the biennial convention and have voting rights on all fraternity business decided at the convention.”
Form 990, Page 6, Part VI, Line 7B
“Decisions that require the approval of delegates to the biennial convention include the right to elect grand council members, vote to amendments to the theta phi alpha constitution and bylaws, vote on convention resolutions and vote on adopting theta phi alpha policies.”
Form 990, Page 6, Part VI, Line 11B
“Form 990 is prepared by an independent cpa firm and reviewed by the organization's top management. The reviewed form 990 is then forwarded to the board for review and approval prior to filing with the irs.”
Form 990, Page 6, Part VI, Line 12C
“All members and key employees of the theta phi alpha board of directors must annually file a conflict of interest form. Members may not vote on any issue related to any disclosed conflict.”
Form 990, Page 6, Part VI, Line 15A
“The grand council determines the compensation for the executive director. Annually, the grand council reviews the executive director salary, reviews comparable salaries for executive directors of comparable organizations, including other sororities. The decision on compensation is voted on by the grand council.”
Form 990, Page 6, Part VI, Line 15B
“The grand council determines the compensation for the officers and key employees. Annually, the grand council reviews the officers and key employees salary, reviews comparable salaries for officers and key employees of comparable organizations, including other sororities. The decision on compensation is voted on by the grand council.”
Form 990, Page 6, Part VI, Line 19
“All financial, tax, and legal documents are made available to members of the public upon request to the executive director of theta phi alpha.”
Filing and Contact Details
Filer
- Filer Name
- Theta Phi Alpha Fraternity
- EIN
- 39-0654386
- Phone
- 4408999282
- Address
- 27025 KNICKERBOCKER ROAD, BAY VILLAGE, OH 44140
Signing Officer
- Name
- Shane Mcgoey
- Title
- Executive Director
- Phone
- 4408999282
- Signed
- 2016-01-15
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Shane Mcgoey
- Formed
- 1912
- Legal Domicile
- Mi
- Voting Board Members
- 7
- Independent Board Members
- 7
- Employees
- 11
- Volunteers
- 200
Preparer
- Firm
- Agl Ascent Group LLC
- Address
- 2810 PREMIERE PKWY STE 200, DULUTH, GA 30097
- Preparer
- Bradley Sienkiewicz
- Phone
- 8003269530
Supplemental Narrative
Additional Explanations
Form 990, Part XI, Line 9
“Prior period adjustment -11,082 total -11,082”
Financial Statement Notes
Schedule D, Page 2, Part IV, Line 2B
“Holds funds for local housing corp.”
Raw XML Appendix345 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.
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| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 27462 |
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| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
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| IRS990/MissionDesc | 0 | NATIONAL FRATERNITY OFFICE THAT PROVIDES SERVICES TO ITS MEMBERS THROUGH LOCAL CHAPTERS ON COLLEGE CAMPUSES. |
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| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 80717 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 80717 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 555705 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 406480 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/AgentTrusteeEtcInd | 0 | false |
| IRS990ScheduleD/ExplanationProvidedInd | 0 | X |
| IRS990ScheduleD/InclEscrowCustodialAcctLiabInd | 0 | true |
| IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt | 0 | 105000 |
| IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt | 0 | 22704 |
| IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 127704 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | HOLDS FUNDS FOR LOCAL HOUSING CORP. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE D, PAGE 2, PART IV, LINE 2B |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 105000 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EACH CHARTERED CHAPTER HAS THE RIGHT TO SEND A DELEGATE TO THE BIENNIAL CONVENTION WHERE THE DELEGATE IS ALLOWED ONE VOTE ON ALL FRATERNITY BUSINESS. APPOINTED AND ELECTED OFFICERS ARE ALSO DELEGATES AT THE BIENNIAL CONVENTION AND HAVE VOTING RIGHTS ON ALL FRATERNITY BUSINESS DECIDED AT THE CONVENTION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DECISIONS THAT REQUIRE THE APPROVAL OF DELEGATES TO THE BIENNIAL CONVENTION INCLUDE THE RIGHT TO ELECT GRAND COUNCIL MEMBERS, VOTE TO AMENDMENTS TO THE THETA PHI ALPHA CONSTITUTION AND BYLAWS, VOTE ON CONVENTION RESOLUTIONS AND VOTE ON ADOPTING THETA PHI ALPHA POLICIES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND REVIEWED BY THE ORGANIZATION'S TOP MANAGEMENT. THE REVIEWED FORM 990 IS THEN FORWARDED TO THE BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING WITH THE IRS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ALL MEMBERS AND KEY EMPLOYEES OF THE THETA PHI ALPHA BOARD OF DIRECTORS MUST ANNUALLY FILE A CONFLICT OF INTEREST FORM. MEMBERS MAY NOT VOTE ON ANY ISSUE RELATED TO ANY DISCLOSED CONFLICT. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE GRAND COUNCIL DETERMINES THE COMPENSATION FOR THE EXECUTIVE DIRECTOR. ANNUALLY, THE GRAND COUNCIL REVIEWS THE EXECUTIVE DIRECTOR SALARY, REVIEWS COMPARABLE SALARIES FOR EXECUTIVE DIRECTORS OF COMPARABLE ORGANIZATIONS, INCLUDING OTHER SORORITIES. THE DECISION ON COMPENSATION IS VOTED ON BY THE GRAND COUNCIL. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THE GRAND COUNCIL DETERMINES THE COMPENSATION FOR THE OFFICERS AND KEY EMPLOYEES. ANNUALLY, THE GRAND COUNCIL REVIEWS THE OFFICERS AND KEY EMPLOYEES SALARY, REVIEWS COMPARABLE SALARIES FOR OFFICERS AND KEY EMPLOYEES OF COMPARABLE ORGANIZATIONS, INCLUDING OTHER SORORITIES. THE DECISION ON COMPENSATION IS VOTED ON BY THE GRAND COUNCIL. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | ALL FINANCIAL, TAX, AND LEGAL DOCUMENTS ARE MADE AVAILABLE TO MEMBERS OF THE PUBLIC UPON REQUEST TO THE EXECUTIVE DIRECTOR OF THETA PHI ALPHA. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | PRIOR PERIOD ADJUSTMENT -11,082 TOTAL -11,082 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PAGE 6, PART VI, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 7B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PAGE 6, PART VI, LINE 15B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990, PART XI, LINE 9 |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 944648 |
| IRS990/TotalAssetsEOYAmt | 0 | 1001322 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 944648 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 1001322 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 11 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 1156835 |
| IRS990/TotalGrossUBIAmt | 0 | 7036 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 9246 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 58697 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 9246 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 58697 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 935402 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 942625 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 1082532 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 79368 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 7848 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1163249 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 1178133 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 7036 |
| IRS990/TotalVolunteersCnt | 0 | 200 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 944648 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 1001322 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | true |
| IRS990/UnrestrictedNetAssetsGrp/BOYAmt | 0 | 935402 |
| IRS990/UnrestrictedNetAssetsGrp/EOYAmt | 0 | 942625 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 27025 KNICKERBOCKER ROAD |
| IRS990/USAddress/CityNm | 0 | BAY VILLAGE |
| IRS990/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990/USAddress/ZIPCd | 0 | 44140 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 7 |
| IRS990/VotingMembersIndependentCnt | 0 | 7 |
| IRS990/WebsiteAddressTxt | 0 | WWW.THETAPHIALPHA.ORG |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | SHANE MCGOEY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | EXECUTIVE DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4408999282 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-01-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | THETA PHI ALPHA FRATERNITY |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | THET |
| ReturnHeader/Filer/EIN | 0 | 390654386 |
| ReturnHeader/Filer/PhoneNum | 0 | 4408999282 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 27025 KNICKERBOCKER ROAD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | BAY VILLAGE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 44140 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 471077462 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | AGL ASCENT GROUP LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2810 PREMIERE PKWY STE 200 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | DULUTH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | GA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 30097 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8003269530 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2017-03-23 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | BRADLEY SIENKIEWICZ |
| ReturnHeader/ReturnTs | 0 | 2017-03-23T17:14:45+00:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-09-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-08-31 |
| ReturnHeader/TaxYr | 0 | 2015 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2016 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $1,001,322
- Liabilities
- $58,697
- Net assets
- $942,625
- Revenue
- $1,178,133
- Expenses
- $1,156,835
- Net income
- $21,298
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