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Theta Phi Alpha Fraternity FY2024 filing

Not tax-deductible

Bay Village, OH501(c)(7)Mutual / membership EIN 39-0654386Revenue $1.0M in FY2024

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.
79¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2024 · 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
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Plus $646K in investments, Pt X · Ln 11–13
Fine: 2.0 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$64K
6% of total assets
Looks good: liabilities are 6% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.0M
+14% vs prior year
Spent
$1.0M
To programs
79%
Net assets
$1.0M
By yearFY2020–FY2025
Revenue
$1.0M
FY2024▲ +14%
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
$1.0M
FY2024▲ +13%
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
$1.0M
FY2024▲ +15%
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 FY2024 Form 990 (year ending August 2024) · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 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

79 cents of each dollar spent went to programs.

Program services 79% · $819K Management & general 21% · $221K

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

7 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Jessica Ballman
VP - Collegi
$0Pt VII · Sec A
Candice Bender
VP Programmi
$0Pt VII · Sec A
$0Pt VII · Sec A
Lisa Grace
Exec-Secreta
$0Pt VII · Sec A
Kristin Henkenius
National Pre
$0Pt VII · Sec A
Ainsley Robson
Vp-Alumnae
$0Pt VII · Sec A
Kristin Rodriguez
Vp-Extension
$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 · $819K · in their own filed words · FY2023
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.

$819Kprogram expense

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.0M
Ln 12
Fees for servicesLn 2g$936K
Other incomeLn 4–11$72K
Investment incomeLn 3$15
Money outPt IX
$1.0M
Ln 25
Programscol B$819K
Managementcol C$221K
Owns and owesPt X
$1.0M
net assets · Ln 32
Cash and savingsLn 1–2$176K
Total assetsLn 16$1.1M
LiabilitiesLn 26$64K
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$936K
Investment incomeLn 3$15
Other incomeLn 4–11$72K
Total revenueLn 12$1.0M
Assets in detailPt X, end of year
CashLn 1$167K
SavingsLn 2$9K
Cash and savings togetherLn 1–2$176K
InvestmentsLn 11–13$646K
Land, buildings, equipmentLn 10c$105K
Other assetsLn 15$128K
Total assetsLn 16$1.1M
LiabilitiesLn 26$64K
Net assetsLn 32$1.0M
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 FY24End FY24
Cash and savingsLn 1–2$285K$176K
InvestmentsLn 11–13$538K$646K
Land, buildings, equipmentLn 10c$105K$105K
Total assetsLn 16$939K$1.1M
LiabilitiesLn 26$48K$64K
Net assetsLn 32$891K$1.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$329K$247K$82K
Other employee benefitsLn 9$20K$15K$5K
Payroll taxesLn 10$27K$20K$7K
Other fees for servicesLn 11g$24K$18K$6K
Office expensesLn 13$23K$17K$6K
Information technologyLn 14$142K$106K$35K
OccupancyLn 16$30K$30K
Conferences, conventions and meetingsLn 19$295K$221K$74K
InsuranceLn 23$80K$80K
Other expenses (24a–d)Ln 24$64K$64K
All other expensesLn 24e$7K$797$6K
Total functional expensesLn 25$1.0M$819K$221K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $864K$899K−$35K$1.0M 990 PDF
FY2024 Viewing $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 $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 FY2024 990 (6 parts)
Part I · Summary $1,008,050 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $812,472$936,312
I-10 Investment incomePrior year $3,139$15
I-11 Other revenuePrior year $66,956$71,723
I-12 Total revenuePrior year $882,567$1,008,050
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $450,316$376,469
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $471,663$663,390
I-18 Total expensesPrior year $921,979$1,039,859
I-19 Revenue less expensesPrior year −$39,412−$31,809
Part VI · Governance 7 of 7 board members independent, no flags
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
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 $1,008,050 across 3 lines filed
Lines not itemized here account for $71,723 of total revenue; see the IRS return.
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $936,312$936,312
VIII-3 Investment incomeUnrelated business $15$15
VIII-12 Total revenueRelated to mission $936,312 · Unrelated business $15 · Excluded from tax $71,723$1,008,050
Part IX · Statement of functional expenses $1,039,859 across 11 lines filed
IX-7 Other salaries and wagesPrograms $246,899 · Management $82,300$329,199
IX-9 Other employee benefitsPrograms $15,310 · Management $5,103$20,413
IX-10 Payroll taxesPrograms $20,143 · Management $6,714$26,857
IX-11g Other fees for servicesPrograms $17,734 · Management $5,912$23,646
IX-13 Office expensesPrograms $17,026 · Management $5,676$22,702
IX-14 Information technologyPrograms $106,243 · Management $35,414$141,657
IX-16 OccupancyPrograms $29,600$29,600
IX-19 Conferences, conventions and meetingsPrograms $221,179 · Management $73,726$294,905
IX-23 InsurancePrograms $79,852$79,852
IX-24 Other expenses (24a–d)Programs $64,418$64,418
IX-24e All other expensesPrograms $797 · Management $5,813$6,610
IX-25 Total functional expensesPrograms $819,201 · Management $220,658 · Fundraising $0$1,039,859
Part X · Balance sheet $1,087,535 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $256,842$167,046
X-2 Savings and temporary cash investmentsStart of year $28,550$8,555
X-4 Accounts receivableStart of year $9,373$30,188
X-9 Prepaid expenses and deferred chargesStart of year $847$3,565
X-10c Land, buildings and equipment, netStart of year $105,000$105,000
X-11 Publicly traded securitiesStart of year $537,921$645,681
X-15 Other assets$127,500
X-16 Total assetsStart of year $938,533$1,087,535
X-17 Accounts payable and accrued expensesStart of year $47,800$64,187
X-26 Total liabilitiesStart of year $47,800$64,187
X-27 Net assets without donor restrictionsStart of year $890,733$1,023,348
X-32 Total net assets or fund balancesStart of year $890,733$1,023,348
X-33 Total liabilities and net assetsStart of year $938,533$1,087,535
Part XI · Reconciliation of net assets $1,023,348 net assets at year end
XI-1 Total revenue$1,008,050
XI-2 Total expenses$1,039,859
XI-3 Revenue less expenses−$31,809
XI-4 Net assets at start of year$890,733
XI-5 Net unrealized gains (losses) on investments$164,424
XI-10 Net assets at end of year$1,023,348

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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