Liabilities / Assets
31st percentile
Higher debt load relative to assets than 31% of similar nonprofits.
Theta Phi Alpha Fraternity
990 • Fiscal year 2020 • EIN 39-0654386
Refreshing map…
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.05x
Liabilities / Revenue
23rd percentile
Higher debt load relative to revenue than 23% of similar nonprofits.
Net Margin
34th percentile
Higher net margin than 34% of similar nonprofits.
Top Officer Pay
84th percentile
Higher top officer pay than 84% of similar nonprofits.
Top officer pay equals 8.1% of source-year revenue.
Asset Growth
30th percentile
Faster asset growth than 30% of similar nonprofits.
Revenue Growth
49th percentile
Faster revenue growth than 49% of similar nonprofits.
Balance Sheet
Assets
Down$840,045
Down $18,496 (-2.2%) from 2019
Net Assets
Down$797,888
Down $10,718 (-1.3%) from 2019
Liabilities
Down$42,157
Down $7,778 (-16%) from 2019
Revenue And Expenses
Revenue
Down$941,525
Down $57,626 (-5.8%) from 2019
Expenses
Down$952,243
Down $51,352 (-5.1%) from 2019
Net Income
Down-$10,718
Down $6,274 (-141%) from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Sep 1, 2019 to Aug 31, 2020
- Signed
- Jul 9, 2021
- Return Version
- 2019v5.0
- Gross Receipts
- $1,042,957
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 | |||
| Cash and Non-Interest-Bearing Accounts | $274,705 | $255,381 | ▼ $19,324 |
| Investments in Publicly Traded Securities | $314,305 | $236,631 | ▼ $77,674 |
| Savings and Temporary Cash Investments | $119,156 | $118,989 | ▼ $167 |
| Land, Buildings, and Equipment, Net | $105,000 | $105,000 | → $0 |
| Other Notes and Loans Receivable, Net | - | $100,000 | - |
| Accounts Receivable | $25,585 | $23,178 | ▼ $2,407 |
| Prepaid Expenses and Deferred Charges | $9,127 | $866 | ▼ $8,261 |
| Total Assets | $858,541 | $840,045 | ▼ $18,496 |
| Other Assets Total | $10,663 | - | - |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $49,935 | $42,157 | ▼ $7,778 |
| Total Liabilities | $49,935 | $42,157 | ▼ $7,778 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $808,606 | $797,888 | ▼ $10,718 |
| Total Net Assets Fund Balance | $808,606 | $797,888 | ▼ $10,718 |
| Total Liabilities and Net Assets / Fund Balance | $858,541 | $840,045 | ▼ $18,496 |
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 |
|---|---|---|---|---|
| Kathryn Hartmann | Executive Di | FT | $76,442 | $76,442 |
Board Members and Trustees
| Name | Title |
|---|---|
| Tracey Liphardt | President |
| Michelle Porter | Exec. Secret |
| Cristin Brown | Treasurer |
| Kristin Henkenius | VP Alumnae |
| Alicia Palmisano | VP Extension |
| Stephanie Galendez | VP Programmi |
| Jessica Ballman | VP- Collegia |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $832,451
- Investment Income
- $243
- Other Revenue
- $108,831
- Change in Net Assets
- $-10,718
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $526,279 |
| Salaries, Compensation, and Employee Benefits | $425,964 |
| 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 | - | $295,218 | - | $295,218 |
| Conferences and Meetings | $134,493 | - | - | $134,493 |
| Insurance | $109,438 | - | - | $109,438 |
| Current Officers, Directors, Trustees, and Key Employees | - | $76,442 | - | $76,442 |
| Information Technology | - | $61,360 | - | $61,360 |
| All Other Expenses | $37,889 | $14,633 | - | $52,522 |
| Office Expenses | $16,209 | $30,172 | - | $46,381 |
| Payroll Taxes | - | $32,782 | - | $32,782 |
| Occupancy | $29,600 | - | - | $29,600 |
| Other Employee Benefits | - | $16,258 | - | $16,258 |
| Other Expenses | $15,580 | - | - | $15,580 |
| Fees for Services Other | - | $14,985 | - | $14,985 |
| Fees for Services Accounting | - | $6,600 | - | $6,600 |
| Pension Plan Contributions | - | $5,264 | - | $5,264 |
| Interest | - | $319 | - | $319 |
| Total Functional Expenses | $398,210 | $554,033 | $0 | $952,243 |
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 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
- 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 delagate 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 delagates to the biennial convention include the right to elect grand council members, vote on 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 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 officer and key employee 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
- Cristin Brown
- Title
- Treasurer
- Phone
- 4408999282
- Signed
- 2021-07-09
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Cristin Brown
- Formed
- 1912
- Legal Domicile
- Mi
- Voting Board Members
- 8
- Independent Board Members
- 8
- Employees
- 13
- Volunteers
- 200
Preparer
- Firm
- Agl CPA Group LLC
- Address
- 1870 BUFORD HIGHWAY STE 100, DULUTH, GA 30097
- Preparer
- Bradley Sienkiewicz
- Phone
- 7706222982
Raw XML Appendix358 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/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 37889 |
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| IRS990/FormationYr | 0 | 1912 |
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| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 117727 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 68016 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 507827 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 138881 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 117727 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 68016 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 1275 |
| IRS990/PYOtherExpensesAmt | 0 | 574652 |
| IRS990/PYOtherRevenueAmt | 0 | 86406 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 911470 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -4444 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 428943 |
| IRS990/PYTotalExpensesAmt | 0 | 1003595 |
| IRS990/PYTotalRevenueAmt | 0 | 999151 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -10718 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RevenueAmt | 0 | 832451 |
| IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 69983 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 69983 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 119156 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 118989 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt | 0 | 105000 |
| IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt | 0 | 22704 |
| IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 127704 |
| 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 DELAGATE 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 DELAGATES TO THE BIENNIAL CONVENTION INCLUDE THE RIGHT TO ELECT GRAND COUNCIL MEMBERS, VOTE ON 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 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 OFFICER AND KEY EMPLOYEE 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 |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 858541 |
| IRS990/TotalAssetsEOYAmt | 0 | 840045 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 858541 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 840045 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 13 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 554033 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 398210 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 952243 |
| IRS990/TotalGrossUBIAmt | 0 | 243 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 49935 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 42157 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 49935 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 42157 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 808606 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 797888 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 398210 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 832451 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 76442 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 38848 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 902434 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 941525 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 243 |
| IRS990/TotalVolunteersCnt | 0 | 200 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 858541 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 840045 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| 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 | 8 |
| IRS990/VotingMembersIndependentCnt | 0 | 8 |
| IRS990/WebsiteAddressTxt | 0 | WWW.THETAPHIALPHA.ORG |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | CRISTIN BROWN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4408999282 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-07-09 |
| 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 CPA GROUP LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1870 BUFORD HIGHWAY STE 100 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | DULUTH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | GA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 30097 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7706222982 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2021-07-09 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | BRADLEY SIENKIEWICZ |
| ReturnHeader/ReturnTs | 0 | 2021-07-21T09:05:38-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-09-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-08-31 |
| ReturnHeader/TaxYr | 0 | 2019 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2020 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $840,045
- Liabilities
- $42,157
- Net assets
- $797,888
- Revenue
- $941,525
- Expenses
- $952,243
- Net income
- -$10,718