Liabilities / Assets
19th percentile
Higher debt load relative to assets than 19% of similar nonprofits.
Theta Phi Alpha Fraternity
990 • Fiscal year 2014 • EIN 39-0654386
Refreshing map…
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.03x
Liabilities / Revenue
13th percentile
Higher debt load relative to revenue than 13% of similar nonprofits.
Net Margin
61st percentile
Higher net margin than 61% of similar nonprofits.
Top Officer Pay
79th percentile
Higher top officer pay than 79% of similar nonprofits.
Top officer pay equals 4.2% of source-year revenue.
Asset Growth
73rd percentile
Faster asset growth than 73% of similar nonprofits.
Revenue Growth
95th percentile
Faster revenue growth than 95% of similar nonprofits.
Balance Sheet
Assets
Up$789,040
Up $38,216 (+5.1%) from 2013
Net Assets
Up$769,066
Up $46,641 (+6.5%) from 2013
Liabilities
Down$19,974
Down $8,425 (-30%) from 2013
Revenue And Expenses
Revenue
Up$1,149,447
Up $329,341 (+40%) from 2013
Expenses
Up$1,084,883
Up $405,245 (+60%) from 2013
Net Income
Down$64,564
Down $75,904 (-54%) from 2013
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Sep 1, 2013 to Aug 31, 2014
- Signed
- Jun 9, 2015
- Return Version
- 2013v4.0
- Gross Receipts
- $1,297,676
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 | $170,006 | $552,137 | ▲ $382,131 |
| Cash and Non-Interest-Bearing Accounts | $104,198 | $107,835 | ▲ $3,637 |
| Investments Other Securities | $407,990 | $89,014 | ▼ $318,976 |
| Accounts Receivable | - | $24,070 | - |
| Inventories for Sale or Use | $68,630 | $15,984 | ▼ $52,646 |
| Total Assets | $750,824 | $789,040 | ▲ $38,216 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $28,399 | $19,974 | ▼ $8,425 |
| Total Liabilities | $28,399 | $19,974 | ▼ $8,425 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $722,425 | $769,066 | ▲ $46,641 |
| Total Net Assets Fund Balance | $722,425 | $769,066 | ▲ $46,641 |
| Total Liabilities and Net Assets / Fund Balance | $750,824 | $789,040 | ▲ $38,216 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Land Buildings | - | $22,704 | $22,704 |
| Other Securities | $89,014 | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Susan Check | Executive Di | FT | $48,749 | $48,749 |
Board Members and Trustees
| Name | Title |
|---|---|
| Laura Foley | President |
| Jennifer Kreiman | Secretary |
| Amy Bailes | Treasurer |
| Allison Bolin | Vice Preside |
| Amanda Horvat | Vice Preside |
| Jennifer Klug | Vice Preside |
| Michelle Laplatney | Vice Preside |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $40,000
- Program Service Revenue
- $923,201
- Investment Income
- $3,368
- Other Revenue
- $182,878
- All Other Contributions
- $40,000
- Change in Net Assets
- $64,564
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $893,573 |
| Salaries, Compensation, and Employee Benefits | $191,310 |
| 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 | - | - | - | $486,841 |
| Other Salaries and Wages | - | - | - | $127,926 |
| Travel | - | - | - | $100,913 |
| Office Expenses | - | - | - | $84,422 |
| Insurance | - | - | - | $79,605 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $48,749 |
| Payroll Taxes | - | - | - | $14,635 |
| Occupancy | - | - | - | $12,400 |
| Information Technology | - | - | - | $11,090 |
| Fees for Services Accounting | - | - | - | $10,396 |
| Other Expenses | - | - | - | $3,811 |
| Total Functional Expenses | $0 | $0 | $0 | $1,084,883 |
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
- EIN
- 39-0654386
- Phone
- 4408999282
Signing Officer
- Name
- Shane Mcgoey
- Title
- Executive Director
- Phone
- 4408999282
- Signed
- 2015-06-09
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Shane Mcgoey
- Formed
- 1912
- Legal Domicile
- In
- Voting Board Members
- 7
- Independent Board Members
- 7
- Employees
- 15
- Volunteers
- 200
Preparer
- Preparer
- David J Lerner
- Phone
- 6785708112
Raw XML Appendix336 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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| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 19974 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 24070 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | NATIONAL FRATERNITY OFFICE THAT PROVIDES SERVICES TO ITS MEMBERS THROUGH LOCAL CHAPTERS ON COLLEGE CAMPUSES. |
| IRS990/AllOtherContributionsAmt | 0 | 40000 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | SHANE MCGOEY |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 4408999282 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 27025 KNICKERBOCKER ROAD |
| IRS990/BooksInCareOfDetail/USAddress/City | 0 | BAY VILLAGE |
| IRS990/BooksInCareOfDetail/USAddress/State | 0 | OH |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 44140 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 104198 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 107835 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 48749 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | true |
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| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CostOfGoodsSoldAmt | 0 | 148229 |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 40000 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 3368 |
| IRS990/CYOtherExpensesAmt | 0 | 893573 |
| IRS990/CYOtherRevenueAmt | 0 | 182878 |
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| IRS990/CYRevenuesLessExpensesAmt | 0 | 64564 |
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| IRS990/CYTotalExpensesAmt | 0 | 1084883 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 1149447 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | true |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | THETA PHI ALPHA IS THE NATIONAL OFFICE OF A FRATERNITY THAT PROVIDES SERVICES TO ITS MEMBERS THROUGH LOCAL CHAPTERS ON COLLEGE CAMPUSES. SUCH SERVICES INCLUDE HOUSING, EDUCATIONAL PROGRAMMING, AND OPPORTUNITIES FOR SOCIAL INTERACTION. |
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| IRS990/DonorAdvisedFundInd | 0 | false |
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| IRS990/EmployeeCnt | 0 | 15 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 10396 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
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| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 40.00 |
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| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | JENNIFER KREIMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | ALLISON BOLIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | MICHELLE LAPLATNEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | JENNIFER KLUG |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | AMANDA HORVAT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | LAURA FOLEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | AMY BAILES |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | SUSAN CHECK |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
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| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 48749 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
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| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | SECRETARY |
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| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | VICE PRESIDE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | VICE PRESIDE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | VICE PRESIDE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | EXECUTIVE DI |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/Form990TFiledInd | 0 | true |
| IRS990/FormationYr | 0 | 1912 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 7 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 1297676 |
| IRS990/GrossSalesOfInventoryAmt | 0 | 204798 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 7 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 11090 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 79605 |
| IRS990/InventoriesForSaleOrUseGrp/BOYAmt | 0 | 68630 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 15984 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 3368 |
| IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt | 0 | 3368 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 407990 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 89014 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 22704 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 22704 |
| IRS990/LegalDomicileStateCd | 0 | IN |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | true |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | NATIONAL FRATERNITY OFFICE THAT PROVIDES SERVICES TO ITS MEMBERS THROUGH LOCAL CHAPTERS ON COLLEGE CAMPUSES. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 722425 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 769066 |
| IRS990/NetIncomeOrLossGrp/ExclusionAmt | 0 | 56569 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 56569 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/TotalAmt | 0 | 12400 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 84422 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | -17923 |
| IRS990/OtherExpensesGrp/Desc | 0 | MISCELLANEOUS |
| IRS990/OtherExpensesGrp/Desc | 1 | RITUAL EXPENSES |
| IRS990/OtherExpensesGrp/Desc | 2 | PRINTING |
| IRS990/OtherExpensesGrp/Desc | 3 | DUES |
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| IRS990/OtherExpensesGrp/TotalAmt | 1 | 21613 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 19215 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 3811 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 611710 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | REIMBURSEMENTS |
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| IRS990/PartialLiquidationInd | 0 | false |
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| IRS990/PoliciesReferenceChaptersInd | 0 | true |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfficerNm | 0 | SHANE MCGOEY |
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| IRS990/ProgramServiceRevenueGrp/Desc | 0 | MEMBER DUES & ASSESSMENTS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | CHAPTER HOUSING |
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| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 11592 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
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| IRS990/PYInvestmentIncomeAmt | 0 | 3279 |
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| IRS990/PYProgramServiceRevenueAmt | 0 | 784340 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 140468 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 119495 |
| IRS990/PYTotalExpensesAmt | 0 | 679638 |
| IRS990/PYTotalRevenueAmt | 0 | 820106 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 64564 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | true |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 25889 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 25889 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 170006 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 552137 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | true |
| IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt | 0 | 22704 |
| IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 22704 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 0 | 89014 |
| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 89014 |
| 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/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 |
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| 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 |
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| IRS990/TotalAssetsEOYAmt | 0 | 789040 |
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| IRS990/TotalAssetsGrp/EOYAmt | 0 | 789040 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 40000 |
| IRS990/TotalEmployeeCnt | 0 | 15 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 1084883 |
| IRS990/TotalGrossUBIAmt | 0 | 3368 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 28399 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 19974 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 28399 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 19974 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 722425 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 769066 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 923201 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 48749 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 56569 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1049510 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 1149447 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 3368 |
| IRS990/TotalVolunteersCnt | 0 | 200 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 750824 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 789040 |
| IRS990/TravelGrp/TotalAmt | 0 | 100913 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | true |
| IRS990/UnrestrictedNetAssetsGrp/BOYAmt | 0 | 722425 |
| IRS990/UnrestrictedNetAssetsGrp/EOYAmt | 0 | 769066 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1 | 0 | 27025 KNICKERBOCKER ROAD |
| IRS990/USAddress/City | 0 | BAY VILLAGE |
| IRS990/USAddress/State | 0 | OH |
| IRS990/USAddress/ZIPCode | 0 | 44140 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 7 |
| IRS990/VotingMembersIndependentCnt | 0 | 7 |
| IRS990/WebsiteAddressTxt | 0 | WWW.THETAPHIALPHA.ORG |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/BuildTS | 0 | 2016-03-07 17:11:31Z |
| 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 | 2015-06-09 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | THETA PHI ALPHA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | THET |
| ReturnHeader/Filer/EIN | 0 | 390654386 |
| ReturnHeader/Filer/PhoneNum | 0 | 4408999282 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 27025 KNICKERBOCKER ROAD |
| ReturnHeader/Filer/USAddress/City | 0 | BAY VILLAGE |
| ReturnHeader/Filer/USAddress/State | 0 | OH |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 44140 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 260863073 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | ARNOLD GALLIVAN LEVESQUE PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 2810 PREMIERE PKWY STE 200 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | DULUTH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | GA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 30097 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6785708112 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2015-07-13 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DAVID J LERNER |
| ReturnHeader/ReturnTs | 0 | 2015-07-14T10:00:48-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-09-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-08-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2014 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $789,040
- Liabilities
- $19,974
- Net assets
- $769,066
- Revenue
- $1,149,447
- Expenses
- $1,084,883
- Net income
- $64,564