Liabilities / Assets
15th percentile
Higher debt load relative to assets than 15% of similar nonprofits.
Theta Phi Alpha Fraternity
990 • Fiscal year 2015 • EIN 39-0654386
Refreshing map…
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.01x
Liabilities / Revenue
12th percentile
Higher debt load relative to revenue than 12% of similar nonprofits.
Net Margin
79th percentile
Higher net margin than 79% of similar nonprofits.
Top Officer Pay
79th percentile
Higher top officer pay than 79% of similar nonprofits.
Top officer pay equals 4.9% of source-year revenue.
Asset Growth
92nd percentile
Faster asset growth than 92% of similar nonprofits.
Revenue Growth
12th percentile
Faster revenue growth than 12% of similar nonprofits.
Balance Sheet
Assets
Up$944,298
Up $155,258 (+20%) from 2014
Net Assets
Up$935,052
Up $165,986 (+22%) from 2014
Liabilities
Down$9,246
Down $10,728 (-54%) from 2014
Revenue And Expenses
Revenue
Down$1,023,149
Down $126,298 (-11%) from 2014
Expenses
Down$850,690
Down $234,193 (-22%) from 2014
Net Income
Up$172,459
Up $107,895 (+167%) from 2014
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Sep 1, 2014 to Aug 31, 2015
- Signed
- Jan 30, 2016
- Return Version
- 2014v6.0
- Gross Receipts
- $1,247,156
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 | $552,137 | $555,705 | ▲ $3,568 |
| Cash and Non-Interest-Bearing Accounts | $107,835 | $208,059 | ▲ $100,224 |
| Investments Other Securities | $89,014 | $88,664 | ▼ $350 |
| Accounts Receivable | $24,070 | $75,886 | ▲ $51,816 |
| Inventories for Sale or Use | $15,984 | $15,984 | → $0 |
| Total Assets | $789,040 | $944,298 | ▲ $155,258 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $19,974 | $9,246 | ▼ $10,728 |
| Total Liabilities | $19,974 | $9,246 | ▼ $10,728 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $769,066 | $935,052 | ▲ $165,986 |
| Total Net Assets Fund Balance | $769,066 | $935,052 | ▲ $165,986 |
| Total Liabilities and Net Assets / Fund Balance | $789,040 | $944,298 | ▲ $155,258 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Land Buildings | - | $22,704 | $22,704 |
| Other Securities | $88,664 | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Susan Check | Executive Di | FT | $50,559 | $50,559 |
Board Members and Trustees
| Name | Title |
|---|---|
| Laura Foley | President |
| Jennifer Kreiman | Natl Exec. S |
| Elizabeth Eberhart | Treasurer |
| Jennifer Klug | VP Alumnae |
| Amanda Horvat | VP Collegian |
| Nicole Conroy | VP Extension |
| Allison Bolin | VP Programmi |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $67,213
- Program Service Revenue
- $743,865
- Investment Income
- $7,484
- Other Revenue
- $204,587
- All Other Contributions
- $67,213
- Change in Net Assets
- $172,459
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $542,302 |
| Salaries, Compensation, and Employee Benefits | $308,388 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | - | - | - | $257,829 |
| Travel | - | - | - | $159,494 |
| Office Expenses | - | - | - | $124,482 |
| Insurance | - | - | - | $84,880 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $50,559 |
| Occupancy | - | - | - | $26,800 |
| Conferences and Meetings | - | - | - | $23,157 |
| Information Technology | - | - | - | $21,381 |
| Fees for Services Accounting | - | - | - | $7,112 |
| Other Expenses | - | - | - | $3,620 |
| Total Functional Expenses | $0 | $0 | $0 | $850,690 |
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
- EIN
- 39-0654386
- Phone
- 4408999282
- Address
- 27025 KNICKERBOCKER ROAD, BAY VILLAGE, OH 44140
Signing Officer
- Name
- Shane Mcgoey
- Title
- Executive Director
- Phone
- 4408999282
- Signed
- 2016-01-30
- 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
- 12
- Volunteers
- 200
Preparer
- Firm
- Agl Ascent Group LLC
- Address
- 2810 PREMIERE PKWY STE 200, DULUTH, GA 30097
- Preparer
- David J Lerner
- Phone
- 8003269530
Supplemental Narrative
Additional Explanations
Form 990, Part XI, Line 9
“Prior period adjustment 2,982”
Raw XML Appendix335 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/Form990PartVIISectionAGrp/TitleTxt | 0 | NATL EXEC. S |
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| IRS990/Form990TFiledInd | 0 | true |
| IRS990/FormationYr | 0 | 1912 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
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| IRS990/GrantsToOrganizationsInd | 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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| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 88664 |
| 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 2,982 |
| 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 | 789040 |
| IRS990/TotalAssetsEOYAmt | 0 | 944298 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 789040 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 944298 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 67213 |
| IRS990/TotalEmployeeCnt | 0 | 12 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 850690 |
| IRS990/TotalGrossUBIAmt | 0 | 7484 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 19974 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 9246 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 19974 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 9246 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 769066 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 935052 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 743865 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 50559 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 46894 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 901558 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 1023149 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 7484 |
| IRS990/TotalVolunteersCnt | 0 | 200 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 789040 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 944298 |
| IRS990/TravelGrp/TotalAmt | 0 | 159494 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | true |
| IRS990/UnrestrictedNetAssetsGrp/BOYAmt | 0 | 769066 |
| IRS990/UnrestrictedNetAssetsGrp/EOYAmt | 0 | 935052 |
| 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 | 2016-08-17 19:52:53Z |
| 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 | 2016-01-30 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | THETA PHI ALPHA |
| 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 | 2016-01-30 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DAVID J LERNER |
| ReturnHeader/ReturnTs | 0 | 2016-03-10T12:35:39-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-09-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-08-31 |
| ReturnHeader/TaxYr | 0 | 2014 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2015 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $944,298
- Liabilities
- $9,246
- Net assets
- $935,052
- Revenue
- $1,023,149
- Expenses
- $850,690
- Net income
- $172,459
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