Liabilities / Assets
49th percentile
Higher debt load relative to assets than 49% of similar nonprofits.
Theta Phi Alpha Fraternity
990 • Fiscal year 2021 • 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
46th percentile
Higher debt load relative to revenue than 46% of similar nonprofits.
Net Margin
56th percentile
Higher net margin than 56% of similar nonprofits.
Top Officer Pay
87th percentile
Higher top officer pay than 87% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
70th percentile
Faster asset growth than 70% of similar nonprofits.
Revenue Growth
19th percentile
Faster revenue growth than 19% of similar nonprofits.
Balance Sheet
Assets
Up$928,737
Up $88,692 (+11%) from 2020
Net Assets
Up$899,345
Up $101,457 (+13%) from 2020
Liabilities
Down$29,392
Down $12,765 (-30%) from 2020
Revenue And Expenses
Revenue
Down$858,665
Down $82,860 (-8.8%) from 2020
Expenses
Down$757,208
Down $195,035 (-20%) from 2020
Net Income
Up$101,457
Up $112,175 (+1047%) from 2020
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Sep 1, 2020 to Aug 31, 2021
- Signed
- Jun 6, 2022
- Return Version
- 2020v4.0
- Gross Receipts
- $887,432
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 | $255,381 | $348,022 | ▲ $92,641 |
| Investments in Publicly Traded Securities | $236,631 | $284,306 | ▲ $47,675 |
| Savings and Temporary Cash Investments | $118,989 | $118,787 | ▼ $202 |
| Land, Buildings, and Equipment, Net | $105,000 | $105,000 | → $0 |
| Other Notes and Loans Receivable, Net | $100,000 | $66,664 | ▼ $33,336 |
| Accounts Receivable | $23,178 | $5,101 | ▼ $18,077 |
| Prepaid Expenses and Deferred Charges | $866 | $857 | ▼ $9 |
| Total Assets | $840,045 | $928,737 | ▲ $88,692 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $42,157 | $29,392 | ▼ $12,765 |
| Total Liabilities | $42,157 | $29,392 | ▼ $12,765 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $797,888 | $899,345 | ▲ $101,457 |
| Total Net Assets Fund Balance | $797,888 | $899,345 | ▲ $101,457 |
| Total Liabilities and Net Assets / Fund Balance | $840,045 | $928,737 | ▲ $88,692 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Land Buildings | $105,000 | $22,704 | $127,704 |
Compensation and Service Providers
Board Members and Trustees
| Name | Title |
|---|---|
| Michelle Short | Exec. Secret |
| Tracey Liphardt | National Pre |
| Cristin Brown | Treasurer |
| Jessica Ballman | VP - Collegi |
| Kristin Henkenius | VP-alumnae |
| Alicia Zabala Palmisano | VP-extension |
| Stephanie Galendez | VP-programmi |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $807,027
- Investment Income
- $1,664
- Other Revenue
- $49,974
- Change in Net Assets
- $101,457
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $386,813 |
| Other Expenses | $370,395 |
| 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 | $203,827 | $67,942 | - | $271,769 |
| Insurance | $78,861 | - | - | $78,861 |
| Current Officers, Directors, Trustees, and Key Employees | $52,979 | $17,660 | - | $70,639 |
| Information Technology | $45,613 | $15,204 | - | $60,817 |
| Office Expenses | $23,612 | $7,871 | - | $31,483 |
| Occupancy | $29,600 | - | - | $29,600 |
| Payroll Taxes | $20,504 | $6,835 | - | $27,339 |
| Other Employee Benefits | $12,629 | $4,210 | - | $16,839 |
| Conferences and Meetings | $10,685 | $3,562 | - | $14,247 |
| Fees for Services Other | $8,626 | $2,876 | - | $11,502 |
| All Other Expenses | $6,681 | $4,176 | - | $10,857 |
| Other Expenses | $8,183 | $22,655 | - | $8,183 |
| Pension Plan Contributions | $57 | $170 | - | $227 |
| Interest | - | $215 | - | $215 |
| Total Functional Expenses | $603,832 | $153,376 | $0 | $757,208 |
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 of the thata phi alpha grand council are required to disclose any conflicts of interests at the start of each board meeting. Key employees of theta phi alpha are also required to disclose such conflicts of interest to the grand council on an annual basis. Members of the grand council 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
- 2022-06-06
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Tracey Liphardt
- Formed
- 1912
- Legal Domicile
- Mi
- Voting Board Members
- 7
- Independent Board Members
- 7
- Employees
- 12
- Volunteers
- 200
Preparer
- Firm
- Agl CPA Group LLC
- Address
- 1870 BUFORD HIGHWAY STE 100, DULUTH, GA 30097
- Preparer
- Bradley Sienkiewicz
- Phone
- 7706222982
Raw XML Appendix360 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/ForeignFinancialAccountInd | 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/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 54302 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 476571 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 144783 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 131371 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 54302 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 243 |
| IRS990/PYOtherExpensesAmt | 0 | 526279 |
| IRS990/PYOtherRevenueAmt | 0 | 108831 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 832451 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -10718 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 425964 |
| IRS990/PYTotalExpensesAmt | 0 | 952243 |
| IRS990/PYTotalRevenueAmt | 0 | 941525 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 101457 |
| 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 | 807027 |
| IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 73716 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 73716 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 118989 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 118787 |
| 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 OF THE THATA PHI ALPHA GRAND COUNCIL ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTERESTS AT THE START OF EACH BOARD MEETING. KEY EMPLOYEES OF THETA PHI ALPHA ARE ALSO REQUIRED TO DISCLOSE SUCH CONFLICTS OF INTEREST TO THE GRAND COUNCIL ON AN ANNUAL BASIS. MEMBERS OF THE GRAND COUNCIL 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 | 840045 |
| IRS990/TotalAssetsEOYAmt | 0 | 928737 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 840045 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 928737 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 12 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 153376 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 603832 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 757208 |
| IRS990/TotalGrossUBIAmt | 0 | 1664 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 42157 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 29392 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 42157 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 29392 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 797888 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 899345 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 603832 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 807027 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | -23742 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 880743 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 858665 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 1664 |
| IRS990/TotalVolunteersCnt | 0 | 200 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 840045 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 928737 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | true |
| 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 | 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 | 2022-06-06 |
| 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 | 2022-07-06 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | BRADLEY SIENKIEWICZ |
| ReturnHeader/ReturnTs | 0 | 2022-07-06T13:11:23-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | CRISTIN |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | BROWN |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-09-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-08-31 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2021 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $928,737
- Liabilities
- $29,392
- Net assets
- $899,345
- Revenue
- $858,665
- Expenses
- $757,208
- Net income
- $101,457
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