Nonprofit · EIN 36-3508444
THETA PHI ALPHA FOUNDATION
Tax-exempt · BAY VILLAGE, OH 44140
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $187,383 | $114,517 | $72,866 | $608,943 | $0 | $608,943 |
| September 30, 2024 | 990 | $224,244 | $135,099 | $89,145 | $536,077 | $0 | $536,077 |
| September 30, 2023 | 990-EZ | $151,458 | $97,091 | $54,367 | $446,932 | $0 | $446,932 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $66,287
- Program service revenue
- $0
- Investment income
- $121,096
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $74,992
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,200
- Occupancy
- $540
- Program services (functional)
- $114,517
Balance sheet and other
- Total assets, start of year
- $536,077
- Total assets, end of year
- $608,943
- Total liabilities, end of year
- $0
- Net assets, end of year
- $608,943
- Publicly traded securities
- $597,876
- Net assets without donor restrictions
- $182,918
- Net assets with donor restrictions
- $426,025
- Gross receipts
- $187,383
- Employees
- 0
- Year formed
- 1986
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jennifer Jacobs | Chairman Trustee or director, Officer | 2 | $0 |
| Rachel Flansburg | Director of Collegians Trustee or director | 2 | $0 |
| Kristen Henkenus | National President Trustee or director | 2 | $0 |
| Valerie Thomas | Treasurer Officer | 4 | $0 |
| Becky McLaren | Chairman-Deceased 100125 Officer | 6 | $0 |
990 for the year ended September 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lucy Holmes-Higgins | ScholarshipPhilanthropy Trustee or director | 2 | $0 |
| Rachel Flansburg | Director of Collegians Trustee or director | 2 | $0 |
| Kristen Henkenus | National President Trustee or director | 2 | $0 |
| Jennifer Jacobs | Donor Development Trustee or director | 2 | $0 |
| Valerie Thomas | Treasurer Officer | 4 | $0 |
| Becky McLaren | Chairman Officer | 6 | $0 |
990-EZ for the year ended September 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Valerie Thomas | Treasurer | 4 | $0 |
| Becky McLaren | Chairman | 6 | $0 |
| Kathy Sullivan | Communications | 2 | $0 |
| Lucy Holmes-Higgins | ScholarshipPhilanthropy | 2 | $0 |
| Rachel Flansburg | Director of Collegians | 2 | $0 |
| Kristen Henkenus | National President | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 27025 KNICKERBOCKER ROAD, BAY VILLAGE, OH 44140-2300
- In care of
- % JENNIFER JACOBS
- Principal officer (990 for 2024)
- Jennifer Jacobs, 27025 Knickerbocker Road, Bay Village, OH 441402300
- Signed the 990
- JENNIFER JACOBS, Chairman
- Return prepared by
- IAS Accounting Services LLC
Mission
Minister to Educational Needs of Organization
Program accomplishments
- Minister to Educational Needs of OrganizationExpenses $114,517 · grants $74,992
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 36-3508444
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1992
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $608,943
- Income (IRS master file)
- $187,383
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $187,383 | $114,517 | $608,943 | IRS |
| 990 | September 2024 | $224,244 | $135,099 | $536,077 | XML |
| 990-EZ | September 2023 | $151,458 | $97,091 | $446,932 | XML |
| 990-EZ | September 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990-EZ | September 2019 | – | – | – | IRS |
| 990-EZ | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-3508444).
Questions about THETA PHI ALPHA FOUNDATION
- What is the EIN of THETA PHI ALPHA FOUNDATION?
- The employer identification number (EIN) of THETA PHI ALPHA FOUNDATION is 36-3508444.
- Is THETA PHI ALPHA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to THETA PHI ALPHA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THETA PHI ALPHA FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THETA PHI ALPHA FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THETA PHI ALPHA FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of THETA PHI ALPHA FOUNDATION?
- The 990 for the year ended September 30, 2025 names Jennifer Jacobs.
- Who are the officers and directors of THETA PHI ALPHA FOUNDATION?
- The 990 for the year ended September 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does THETA PHI ALPHA FOUNDATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $187,383, expenses of $114,517 and total assets of $608,943 at year end.
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