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Theta Phi Alpha Fraternity FY2020 filing

Not tax-deductible

Bay Village, OH501(c)(7)Mutual / membership EIN 39-0654386Revenue $942K in FY2020

On file with the IRSthetaphialpha.org27025 Knickerbocker Road, 44140-2300 · Bay Village, OHTax-exempt since Aug 1978

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National Fraternity office that provides services to its members through local chapters on college campuses.

501(c)(7) social or recreational club; gifts are not tax-deductible as charitable contributions.
42¢ of each $1 spent went to programs.
$76K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(7)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $1K a year · under 1% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
42%
of spending
Concern: 42% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$76K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
5 mo
of spending, in cash
Looks good: 4.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$42K
5% of total assets
Looks good: liabilities are 5% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$942K
Spent
$952K
To programs
42%
Net assets
$798K
By yearFY2020–FY2025
Revenue
$942K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$942K
FY2021$859K
FY2022$1.0M
FY2023$883K
FY2024$1.0M
FY2025$864K
Expenses
$952K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$952K
FY2021$757K
FY2022$1.0M
FY2023$922K
FY2024$1.0M
FY2025$899K
Net assets
$798K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$798K
FY2021$899K
FY2022$916K
FY2023$891K
FY2024$1.0M
FY2025$1.0M

From the FY2020 Form 990 (year ending August 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1978.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

42 cents of each dollar spent went to programs.

Program services 42% · $398K Management & general 58% · $554K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

8 people listed on the 990; $76K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Kathryn Hartmann
Executive Di
$76,442Pt VII · Sec A
Alicia Palmisano
VP Extension
$0Pt VII · Sec A
Jessica Ballman
Vp- Collegia
$0Pt VII · Sec A
$0Pt VII · Sec A
Michelle Porter
Exec. Secret
$0Pt VII · Sec A
Stephanie Galendez
VP Programmi
$0Pt VII · Sec A
Cristin Brown
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2022FY2020
Kathryn Hartmann$66,980$76,442

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Supports fraternity members on college campuses through local chapters.

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Provided by the organization

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1 program · $398K · in their own filed words · FY2019
01

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.

$398Kprogram expense

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$942K
Ln 12
Fees for servicesLn 2g$832K
Other incomeLn 4–11$109K
Investment incomeLn 3$243
Money outPt IX
$952K
Ln 25
Programscol B$398K
Managementcol C$554K
Owns and owesPt X
$798K
net assets · Ln 32
Cash and savingsLn 1–2$374K
Total assetsLn 16$840K
LiabilitiesLn 26$42K
PeoplePt VI, VII
8
listed · VII A
PaidVII A1
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$832K
Investment incomeLn 3$243
Other incomeLn 4–11$109K
Total revenueLn 12$942K
Assets in detailPt X, end of year
CashLn 1$255K
SavingsLn 2$119K
Cash and savings togetherLn 1–2$374K
InvestmentsLn 11–13$237K
Land, buildings, equipmentLn 10c$105K
Total assetsLn 16$840K
LiabilitiesLn 26$42K
Net assetsLn 32$798K
OperationsPt I, VI
EmployeesI 57
VolunteersI 6200
Fiscal year endsHeaderAugust
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$394K$374K
InvestmentsLn 11–13$314K$237K
Land, buildings, equipmentLn 10c$105K$105K
Total assetsLn 16$859K$840K
LiabilitiesLn 26$50K$42K
Net assetsLn 32$809K$798K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$76K$76K
Other salaries and wagesLn 7$295K$295K
Pension plan contributionsLn 8$5K$5K
Other employee benefitsLn 9$16K$16K
Payroll taxesLn 10$33K$33K
Accounting feesLn 11c$7K$7K
Other fees for servicesLn 11g$15K$15K
Office expensesLn 13$46K$16K$30K
Information technologyLn 14$61K$61K
OccupancyLn 16$30K$30K
Conferences, conventions and meetingsLn 19$134K$134K
InterestLn 20$319$319
InsuranceLn 23$109K$109K
Other expenses (24a–d)Ln 24$71K$71K
All other expensesLn 24e$53K$38K$15K
Total functional expensesLn 25$952K$398K$554K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $864K$899K−$35K$1.0M 990 PDF
FY2024 $1.0M$1.0M−$32K$1.0M 990 PDF
FY2023 $883K$922K−$39K$891K 990 PDF
FY2022 $1.0M$1.0M$7K$916K 990 PDF
FY2021 $859K$757K$101K$899K 990 PDF
FY2020 Viewing $942K$952K−$11K$798K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $941,525 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $911,470$832,451
I-10 Investment incomePrior year $1,275$243
I-11 Other revenuePrior year $86,406$108,831
I-12 Total revenuePrior year $999,151$941,525
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $428,943$425,964
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $574,652$526,279
I-18 Total expensesPrior year $1,003,595$952,243
I-19 Revenue less expensesPrior year −$4,444−$10,718
Part VI · Governance 8 of 8 board members independent, no flags
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $941,525 across 4 lines filed
Lines not itemized here account for $38,848 of total revenue; see the IRS return.
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $832,451$832,451
VIII-3 Investment incomeUnrelated business $243$243
VIII-5 RoyaltiesRelated to mission $69,983$69,983
VIII-12 Total revenueRelated to mission $902,434 · Unrelated business $243 · Excluded from tax $38,848$941,525
Part IX · Statement of functional expenses $952,243 across 15 lines filed
IX-5 Pay of current officers, directors and key staffManagement $76,442$76,442
IX-7 Other salaries and wagesManagement $295,218$295,218
IX-8 Pension plan contributionsManagement $5,264$5,264
IX-9 Other employee benefitsManagement $16,258$16,258
IX-10 Payroll taxesManagement $32,782$32,782
IX-11c Accounting feesManagement $6,600$6,600
IX-11g Other fees for servicesManagement $14,985$14,985
IX-13 Office expensesPrograms $16,209 · Management $30,172$46,381
IX-14 Information technologyManagement $61,360$61,360
IX-16 OccupancyPrograms $29,600$29,600
IX-19 Conferences, conventions and meetingsPrograms $134,493$134,493
IX-20 InterestManagement $319$319
IX-23 InsurancePrograms $109,438$109,438
IX-24 Other expenses (24a–d)Programs $70,581$70,581
IX-24e All other expensesPrograms $37,889 · Management $14,633$52,522
IX-25 Total functional expensesPrograms $398,210 · Management $554,033 · Fundraising $0$952,243
Part X · Balance sheet $840,045 assets, 12 lines filed
Asset lines not itemized here account for $100,000; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $274,705$255,381
X-2 Savings and temporary cash investmentsStart of year $119,156$118,989
X-4 Accounts receivableStart of year $25,585$23,178
X-9 Prepaid expenses and deferred chargesStart of year $9,127$866
X-10c Land, buildings and equipment, netStart of year $105,000$105,000
X-11 Publicly traded securitiesStart of year $314,305$236,631
X-16 Total assetsStart of year $858,541$840,045
X-17 Accounts payable and accrued expensesStart of year $49,935$42,157
X-26 Total liabilitiesStart of year $49,935$42,157
X-27 Net assets without donor restrictionsStart of year $808,606$797,888
X-32 Total net assets or fund balancesStart of year $808,606$797,888
X-33 Total liabilities and net assetsStart of year $858,541$840,045
Part XI · Reconciliation of net assets $797,888 net assets at year end
XI-1 Total revenue$941,525
XI-2 Total expenses$952,243
XI-3 Revenue less expenses−$10,718
XI-4 Net assets at start of year$808,606
XI-10 Net assets at end of year$797,888

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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