Civic Intelligence

Lambda Theta Alpha Foundation Inc.

990EZ • Fiscal year 2023 • EIN 81-2487539

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 27, 2024

Organization ProfileWWW.LTAFOUNDATION.ORG
3752 Swallow PointeMarietta, GA 30066

(678) 464-4535

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$139,647

Flat from 2023

Net Assets

$139,647

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Flat

$61,889

Flat from 2023

Expenses

Flat

$31,394

Flat from 2023

Net Income

Flat

$30,495

Flat from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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: $139,647Net Assets 2023: $139,6472023Assets 2023: $139,647Liabilities 2023: $02023Assets 2024: $168,118Net Assets 2024: $168,1182024

Highlighted filing

2023

Assets$139,647
Liabilities-
Net Assets$139,647
Open 2023 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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 2023: $61,889Expenses 2023: $31,394Net Income 2023: $30,4952023Revenue 2024: $63,069Expenses 2024: $34,599Net Income 2024: $28,4702024

Highlighted filing

2023

Revenue$61,889
Expenses$31,394
Net Income$30,495
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 27, 2024
Return Version
2023v5.0
Gross Receipts
$64,164
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-$17,000
EDUCATIONAL AWARDS-$3,850
HUMANITARIAN RELIEF-$2,279
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MERLIX REYNOLDSVP FinancePT$0--
ALMA SIDAVP Of AdminPT$0--
JENNA ORTIZPresidentPT$0--
PAOLA MONRANTES VILLALOBOSVP 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
2024-03-27
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 731 event expenses 2,044 donor recognition 643 educational grants 3,850 supplies & software 1,841 merchant fees 1,292 humanitarian award exp 2,279 scholarships 17,000 total 29,680”

Raw XML Appendix146 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
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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
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNA ORTIZ
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF COMMUI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029680
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION, SCHOLARSHIP, HUMANITARIANISM
IRS990EZ/PrintingPublicationsPostageAmt0764
IRS990EZ/ProgramServiceRevenueAmt08365
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL AWARDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DISTRIBUTED EDUCATIONAL SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2HUMANITARIAN RELIEF
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03850
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt117000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22279
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02275
IRS990EZ/SpecialEventsNetIncomeLossAmt02544
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031394
IRS990EZ/TotalProgramServiceExpensesAmt023129
IRS990EZ/TotalRevenueAmt061889
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LTAFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt049765
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt031530
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt066420
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0207904
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt033741
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92450
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IRS990ScheduleA/PublicSupportTotal170Amt0207904
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt049765
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0207904
IRS990ScheduleA/TotalSupportAmt0224892
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt01544
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt014134
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt01310
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt016988
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 731 EVENT EXPENSES 2,044 DONOR RECOGNITION 643 EDUCATIONAL GRANTS 3,850 SUPPLIES & SOFTWARE 1,841 MERCHANT FEES 1,292 HUMANITARIAN AWARD EXP 2,279 SCHOLARSHIPS 17,000 TOTAL 29,680
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MERLIX REYNOLDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum06784644535
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAMBDA THETA ALPHA FOUNDATION
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ReturnHeader/Filer/EIN0812487539
ReturnHeader/Filer/PhoneNum06784644535
ReturnHeader/Filer/USAddress/AddressLine1Txt03752 SWALLOW POINTE
ReturnHeader/Filer/USAddress/CityNm0MARIETTA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORLANDO
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ReturnHeader/PreparerPersonGrp/PhoneNum03053891347
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WALTER VILLELA CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-03-30T12:46:28-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MERLIX
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0REYNOLDS
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$139,647
Liabilities
-
Net assets
$139,647
Revenue
$61,889
Expenses
$31,394
Net income
$30,495
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
2023Detailed filing. Detailed filing data is available for this year.$1.40$1.40$0.62$0.31$0.30
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