Civic Intelligence

Lambda Theta Alpha Foundation

EIN 81-2487539 • 501(c)3 • Marietta, GA

Profile

Education, scholarship, humanitarianism

3752 Swallow PointeMarietta, GA 30066

www.ltafoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

88th percentile

45%

Higher net margin than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

77th percentile

20%

Faster asset growth than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

54th percentile

1.9%

Faster revenue growth than 54% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$168,118

Up $28,471 (+20%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$168,118

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin88th percentile

Revenue

Up

$63,069

Up $1,180 (+1.9%) from 2023

Expenses

Up

$34,599

Up $3,205 (+10%) from 2023

Net Income

Down

$28,470

Down $2,025 (-6.6%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2018: $33,281Liabilities 2018: $0Net Assets 2018: $33,2812018Assets 2020: $68,499Liabilities 2020: $0Net Assets 2020: $68,4992020Assets 2021: $83,290Net Assets 2021: $83,2902021Assets 2022: $109,153Net Assets 2022: $109,1532022Assets 2023: $139,647Liabilities 2023: $02023Assets 2024: $168,118Net Assets 2024: $168,1182024

Highlighted filing

2024

Assets$168,118
Liabilities-
Net Assets$168,118
Open 2024 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0Revenue 2018: $41,761Expenses 2018: $21,671Net Income 2018: $20,0902018Revenue 2020: $90,709Expenses 2020: $61,672Net Income 2020: $29,0372020Revenue 2021: $57,563Expenses 2021: $42,772Net Income 2021: $14,7912021Revenue 2022: $54,899Expenses 2022: $29,040Net Income 2022: $25,8592022Revenue 2023: $61,889Expenses 2023: $31,394Net Income 2023: $30,4952023Revenue 2024: $63,069Expenses 2024: $34,599Net Income 2024: $28,4702024

Highlighted filing

2024

Revenue$63,069
Expenses$34,599
Net Income$28,470
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$168,118
Liabilities
-
Net assets
$168,118
Revenue
$63,069
Expenses
$34,599
Net income
$28,470
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.68$1.68$0.63$0.35$0.28
2023Summary only. Only limited summary data is available for this year.$1.40$0.00$0.62$0.31$0.30
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$1.09$0.55$0.29$0.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.83$0.58$0.43$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.91$0.62$0.29
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.00$0.33$0.42$0.22$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.0
Gross Receipts
$64,305
Mission and Program Overview

Mission

Enrichment of our communities by providing funding for educational programming, scholarships, and humanitarian relief.

Education, scholarship, humanitarianism

Program Services

DescriptionGrantsExpenses
DISTRIBUTED EDUCATIONAL SCHOLARSHIPS-$22,000
HUMANITARIAN RELIEF-$3,585
EDUCATIONAL AWARDS--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MERLIX REYNOLDSVP FinancePT$0--
ALMA SIDAVP Of AdminPT$0--
JENNA ORTIZPresidentPT$0--
DIANNA ROMAGUERAVP Of CommuiPT$0--
Filing and Contact Details

Filer

Filer Name
Lambda Theta Alpha Foundation
EIN
81-2487539
Phone
6784644535
Address
3752 SWALLOW POINTE, MARIETTA, GA 30066

Signing Officer

Name
Merlix Reynolds
Title
VP Finance
Phone
6784644535
Signed
2025-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Villela CPA Pllc
Address
10256 CHILTERN GARDEN DR, ORLANDO, FL 32827-7023
Preparer
Walter Villela CPA
Phone
3053891347
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I

“Educational grants 12,900 humanitarian relief 1,750 scholarships 17,000”

Form 990-ez, Part I, Line 16

“Expenses travel 1,341 event expenses 2,211 donor recognition 2,000 supplies & software 1,835 merchant fees 186 humanitarian award exp 3,585 scholarships 22,000 total 33,158”

Raw XML Appendix144 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MERLIX REYNOLDS
IRS990EZ/BooksInCareOfDetail/PhoneNum06784644535
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03752 SWALLOW POINTE NE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MARIETTA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030066
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0139648
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0168118
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt049239
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt028470
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0725
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0139648
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0168118
IRS990EZ/FundraisingGrossIncomeAmt04380
IRS990EZ/GrossReceiptsAmt064305
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03076
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0139648
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0168118
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0139648
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0168118
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MERLIX REYNOLDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALMA SIDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNA ORTIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DIANNA ROMAGUERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VP FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP OF ADMIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF COMMUI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt033158
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION, SCHOLARSHIP, HUMANITARIANISM
IRS990EZ/PrintingPublicationsPostageAmt0716
IRS990EZ/ProgramServiceRevenueAmt07610
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL AWARDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DISTRIBUTED EDUCATIONAL SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2HUMANITARIAN RELIEF
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13585
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01236
IRS990EZ/SpecialEventsNetIncomeLossAmt03144
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034599
IRS990EZ/TotalProgramServiceExpensesAmt025585
IRS990EZ/TotalRevenueAmt063069
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LTAFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt049239
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt049765
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt031530
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt039327
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt066420
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0236281
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt044427
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92510
IRS990ScheduleA/PublicSupportPY170Pct00.92450
IRS990ScheduleA/PublicSupportTotal170Amt0236281
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt049239
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt049765
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt031530
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt039327
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt066420
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0236281
IRS990ScheduleA/TotalSupportAmt0255413
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt02144
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt01544
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt014134
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt01310
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt019132
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EDUCATIONAL GRANTS 12,900 HUMANITARIAN RELIEF 1,750 SCHOLARSHIPS 17,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES TRAVEL 1,341 EVENT EXPENSES 2,211 DONOR RECOGNITION 2,000 SUPPLIES & SOFTWARE 1,835 MERCHANT FEES 186 HUMANITARIAN AWARD EXP 3,585 SCHOLARSHIPS 22,000 TOTAL 33,158
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MERLIX REYNOLDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum06784644535
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAMBDA THETA ALPHA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LAMB
ReturnHeader/Filer/EIN0812487539
ReturnHeader/Filer/PhoneNum06784644535
ReturnHeader/Filer/USAddress/AddressLine1Txt03752 SWALLOW POINTE
ReturnHeader/Filer/USAddress/CityNm0MARIETTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030066
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463002593
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VILLELA CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010256 CHILTERN GARDEN DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORLANDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0328277023
ReturnHeader/PreparerPersonGrp/PhoneNum03053891347
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WALTER VILLELA CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-11T10:57:23-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits