Liabilities / Assets
33rd percentile
Higher debt load relative to assets than 33% of similar nonprofits.
Theta Phi Alpha Fraternity
990 • Fiscal year 2022 • EIN 39-0654386
Refreshing map…
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.04x
Liabilities / Revenue
26th percentile
Higher debt load relative to revenue than 26% of similar nonprofits.
Net Margin
33rd percentile
Higher net margin than 33% of similar nonprofits.
Top Officer Pay
87th percentile
Higher top officer pay than 87% of similar nonprofits.
Top officer pay equals 6.4% of source-year revenue.
Asset Growth
53rd percentile
Faster asset growth than 53% of similar nonprofits.
Revenue Growth
71st percentile
Faster revenue growth than 71% of similar nonprofits.
Balance Sheet
Assets
Up$953,211
Up $24,474 (+2.6%) from 2021
Net Assets
Up$916,106
Up $16,761 (+1.9%) from 2021
Liabilities
Up$37,105
Up $7,713 (+26%) from 2021
Revenue And Expenses
Revenue
Up$1,043,943
Up $185,278 (+22%) from 2021
Expenses
Up$1,037,329
Up $280,121 (+37%) from 2021
Net Income
Down$6,614
Down $94,843 (-93%) from 2021
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Sep 1, 2021 to Aug 31, 2022
- Signed
- Jul 5, 2023
- Return Version
- 2021v4.0
- Gross Receipts
- $1,048,816
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 | |||
| Investments in Publicly Traded Securities | $284,306 | $342,667 | ▲ $58,361 |
| Cash and Non-Interest-Bearing Accounts | $348,022 | $323,126 | ▼ $24,896 |
| Savings and Temporary Cash Investments | $118,787 | $118,825 | ▲ $38 |
| Land, Buildings, and Equipment, Net | $105,000 | $105,000 | → $0 |
| Other Notes and Loans Receivable, Net | $66,664 | $33,328 | ▼ $33,336 |
| Prepaid Expenses and Deferred Charges | $857 | $25,906 | ▲ $25,049 |
| Accounts Receivable | $5,101 | $4,359 | ▼ $742 |
| Total Assets | $928,737 | $953,211 | ▲ $24,474 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $29,392 | $37,105 | ▲ $7,713 |
| Total Liabilities | $29,392 | $37,105 | ▲ $7,713 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $899,345 | $916,106 | ▲ $16,761 |
| Total Net Assets Fund Balance | $899,345 | $916,106 | ▲ $16,761 |
| Total Liabilities and Net Assets / Fund Balance | $928,737 | $953,211 | ▲ $24,474 |
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 | Exec Directo | FT | $66,980 | $66,980 |
Board Members and Trustees
| Name | Title |
|---|---|
| Lisa Searing | Exec-secreta |
| Kristin Henkenius | National Pre |
| Katherine Evans | Treasurer |
| Jessica Ballman | VP - Collegi |
| Candice Bender | VP Programmi |
| Ainsley Robson | VP-alumnae |
| Kristin Rodriguez | VP-extension |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $948,316
- Investment Income
- $3,578
- Other Revenue
- $92,049
- Change in Net Assets
- $6,614
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $656,598 |
| Salaries, Compensation, and Employee Benefits | $380,731 |
| 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 | $208,852 | $69,618 | - | $278,470 |
| Other Salaries and Wages | $196,206 | $65,402 | - | $261,608 |
| Insurance | $87,494 | - | - | $87,494 |
| Current Officers, Directors, Trustees, and Key Employees | $50,235 | $16,745 | - | $66,980 |
| Information Technology | $43,613 | $14,538 | - | $58,151 |
| Fees for Services Other | $36,186 | $12,062 | - | $48,248 |
| Office Expenses | $24,789 | $8,263 | - | $33,052 |
| Occupancy | $29,600 | - | - | $29,600 |
| Other Employee Benefits | $21,251 | $7,084 | - | $28,335 |
| Payroll Taxes | $17,856 | $5,952 | - | $23,808 |
| All Other Expenses | $9,546 | $4,746 | - | $14,292 |
| Other Expenses | $12,894 | $16,456 | - | $12,894 |
| Total Functional Expenses | $816,463 | $220,866 | $0 | $1,037,329 |
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
- Kathryn Hartmann
- Title
- Exec Director
- Phone
- 4408999282
- Signed
- 2023-07-05
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Katherine Evans
- Formed
- 1912
- Legal Domicile
- Mi
- Voting Board Members
- 7
- Independent Board Members
- 7
- Employees
- 15
- Volunteers
- 200
Preparer
- Firm
- Agl CPA Group LLC
- Address
- 1870 BUFORD HIGHWAY STE 100, DULUTH, GA 30097
- Preparer
- Bradley Sienkiewicz
- Phone
- 7706222982
Raw XML Appendix362 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 |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 29392 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 37105 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 5101 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 4359 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | NATIONAL FRATERNITY OFFICE THAT PROVIDES SERVICES TO ITS MEMBERS THROUGH LOCAL CHAPTERS ON COLLEGE CAMPUSES. |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 4746 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 9546 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 14292 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | KATHERINE EVANS |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 4408999282 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 27025 KNICKERBOCKER ROAD |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | BAY VILLAGE |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 44140 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 348022 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 323126 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 16745 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 50235 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 66980 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | true |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 69618 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 208852 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 278470 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CostOfGoodsSoldAmt | 0 | 4873 |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 3578 |
| IRS990/CYOtherExpensesAmt | 0 | 656598 |
| IRS990/CYOtherRevenueAmt | 0 | 92049 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 948316 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 6614 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 380731 |
| IRS990/CYTotalExpensesAmt | 0 | 1037329 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 1043943 |
| 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. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | true |
| IRS990/EmployeeCnt | 0 | 15 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/ExpenseAmt | 0 | 816463 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 12062 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 36186 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 48248 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | 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 | KATHRYN HARTMANN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | JESSICA BALLMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | CANDICE BENDER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | KATHERINE EVANS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | KRISTIN HENKENIUS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | AINSLEY ROBSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | KRISTIN RODRIGUEZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | LISA SEARING |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 66980 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| 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 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | EXEC DIRECTO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | VP - COLLEGI |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | VP PROGRAMMI |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | NATIONAL PRE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | VP-ALUMNAE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | VP-EXTENSION |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | EXEC-SECRETA |
| 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 | 1048816 |
| IRS990/GrossSalesOfInventoryAmt | 0 | 39534 |
| 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/ManagementAndGeneralAmt | 0 | 14538 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 43613 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 58151 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 87494 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 87494 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 3578 |
| IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt | 0 | 3578 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 284306 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 342667 |
| IRS990/IRPDocumentCnt | 0 | 7 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 22704 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 105000 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 105000 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 127704 |
| IRS990/LegalDomicileStateCd | 0 | MI |
| 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 | 899345 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 916106 |
| IRS990/NetIncomeOrLossGrp/ExclusionAmt | 0 | 34661 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 34661 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 10147 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 899345 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 916106 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 29600 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 29600 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 8263 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 24789 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 33052 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 7084 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 21251 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 28335 |
| IRS990/OtherExpensesGrp/Desc | 0 | CHAPTER ADMIN EXP |
| IRS990/OtherExpensesGrp/Desc | 1 | MISC EXPENSE |
| IRS990/OtherExpensesGrp/Desc | 2 | COMPASS EXPENSE |
| IRS990/OtherExpensesGrp/Desc | 3 | EMERGING EXPENSE |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 16456 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 49369 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 14412 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 14160 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 12894 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 65825 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 14412 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 14160 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 12894 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 65402 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 196206 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 261608 |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 66664 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 33328 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 5952 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 17856 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 23808 |
| IRS990/PoliciesReferenceChaptersInd | 0 | true |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 857 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 25906 |
| IRS990/PrincipalOfficerNm | 0 | KATHERINE EVANS |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 611710 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 611710 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 611710 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 611710 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | MEMBERSHIP DUES |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | CONVENTION INCOME |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | INSURANCE INCOME |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | OTHER INCOME |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 439575 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 290995 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 119959 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 97787 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 439575 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 290995 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 119959 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 97787 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 1664 |
| IRS990/PYOtherExpensesAmt | 0 | 370395 |
| IRS990/PYOtherRevenueAmt | 0 | 49974 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 807027 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 101457 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 386813 |
| IRS990/PYTotalExpensesAmt | 0 | 757208 |
| IRS990/PYTotalRevenueAmt | 0 | 858665 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 6614 |
| 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 | 948316 |
| IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 57388 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 57388 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 118787 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 118825 |
| 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 | 928737 |
| IRS990/TotalAssetsEOYAmt | 0 | 953211 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 928737 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 953211 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 15 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 220866 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 816463 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 1037329 |
| IRS990/TotalGrossUBIAmt | 0 | 3578 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 29392 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 37105 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 29392 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 37105 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 899345 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 916106 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 816463 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 948316 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 66980 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 34661 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1005704 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 1043943 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 3578 |
| IRS990/TotalVolunteersCnt | 0 | 200 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 928737 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 953211 |
| 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 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KATHRYN HARTMANN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | EXEC DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4408999282 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-07-05 |
| 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 | 2023-07-05 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | BRADLEY SIENKIEWICZ |
| ReturnHeader/ReturnTs | 0 | 2023-07-10T11:12:17-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | KATHRYN |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | HARTMANN |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-09-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-08-31 |
| ReturnHeader/TaxYr | 0 | 2021 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2022 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $953,211
- Liabilities
- $37,105
- Net assets
- $916,106
- Revenue
- $1,043,943
- Expenses
- $1,037,329
- Net income
- $6,614