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Nonprofit · EIN 39-0654386

THETA PHI ALPHA FRATERNITY

Also known as Theta Phi Alpha Fraternity Gamma Beta Chapter

Tax-exempt · BAY VILLAGE, OH 44140

Financials

$883K$922K2022$1M$1M2023$864K$899K2024
Revenue Expenses · by fiscal year end
Financials of THETA PHI ALPHA FRATERNITY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990$863,926$899,038-$35,112$1,089,605$44,034$1,045,571
August 31, 2024990$1,008,050$1,039,859-$31,809$1,087,535$64,187$1,023,348
August 31, 2023990$882,567$921,979-$39,412$938,533$47,800$890,733
Financial details: 990 for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$866,409
Investment income
$2
Net income from sales of inventory
-$2,485
Other revenue
-$2,485

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$91,859
Other salaries and wages
$292,947
Salaries, compensation and benefits (total)
$488,654
Professional fundraising fees
$0
Occupancy
$29,600
Program services (functional)
$724,590
Management and general (functional)
$174,448

Balance sheet and other

Total assets, start of year
$1,087,535
Total assets, end of year
$1,089,605
Total liabilities, end of year
$44,034
Net assets, end of year
$1,045,571
Land, buildings and equipment
$105,000
Publicly traded securities
$708,981
Net assets without donor restrictions
$1,045,571
Gross unrelated business income
$2
Gross receipts
$870,143
Employees
6
Volunteers
200
Year formed
1912
State of legal domicile
MI

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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
SAMANTHA CLARKVP PROGRAMMI
Trustee or director
1$0
KATHERINE EVANSTREASURER
Trustee or director, Officer
1$0
LISA GRACEEXEC-SECRETA
Trustee or director
1$0
KRISTIN HENKENIUSNATIONAL PRE
Trustee or director, Officer
1$0
JAYEON LEEMVP - COLLEGI
Trustee or director
1$0
AINSLEY ROBSONVP-ALUMNAE
Trustee or director
1$0
KRISTIN RODRIGUEZVP-EXTENSION
Trustee or director
1$0
990 for the year ended August 31, 2024: 7 people
NameTitleHours / weekCompensation
JESSICA BALLMANVP - COLLEGI
Trustee or director
–$0
CANDICE BENDERVP PROGRAMMI
Trustee or director
–$0
KATHERINE EVANSTREASURER
Trustee or director, Officer
–$0
LISA GRACEEXEC-SECRETA
Trustee or director
–$0
KRISTIN HENKENIUSNATIONAL PRE
Trustee or director, Officer
–$0
AINSLEY ROBSONVP-ALUMNAE
Trustee or director
–$0
KRISTIN RODRIGUEZVP-EXTENSION
Trustee or director
–$0
990 for the year ended August 31, 2023: 7 people
NameTitleHours / weekCompensation
JESSICA BALLMANVP - COLLEGI
Trustee or director
1$0
CANDICE BENDERVP PROGRAMMI
Trustee or director
1$0
KATHERINE EVANSTREASURER
Trustee or director, Officer
1$0
LISA GRACEEXEC-SECRETA
Trustee or director
1$0
KRISTIN HENKENIUSNATIONAL PRE
Trustee or director, Officer
1$0
AINSLEY ROBSONVP-ALUMNAE
Trustee or director
1$0
KRISTIN RODRIGUEZVP-EXTENSION
Trustee or director
1$0

Address and contacts

Address (IRS master file)
27025 KNICKERBOCKER ROAD, BAY VILLAGE, OH 44140-2300
In care of
% EXECUTIVE DIRECTOR
Mailing address (990-N for 2008)
Marian College, 750 E Division Street Box 516, Fond du Lac WI 54935
Principal officer (990 for 2024)
KATHERINE EVANS, 27025 KNICKERBOCKER ROAD, BAY VILLAGE, OH 44140
Principal officer (990-N for 2008)
Brenna Miller, 750 E Division Street Box 516, Fond du Lac WI 54935
Signed the 990
KATHYRN HARTMANN, EXEC. DIRECTOR
Phone
(440) 899-9282
Return prepared by
DOEREN MAYHEW

Mission

NATIONAL FRATERNITY OFFICE THAT PROVIDES SERVICES TO ITS MEMBERS THROUGH LOCAL CHAPTERS ON COLLEGE CAMPUSES.

990 for the year ended August 31, 2025

Program accomplishments

  • 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.
    Expenses $724,590 · revenue $866,409

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 August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990 on file
2023August 31, 2024January 15, 2025990 on file

IRS record

EIN
39-0654386
Tax-exempt status
501(c)(7): Social or recreational club
Donations deductible
No
Exempt since
1978
Accounting year ends
August
Files
Form 990 or 990-EZ
Group exemption
5202 (28 member organizations)
Assets (IRS master file)
$1,089,605
Income (IRS master file)
$870,143

Filing history

FormYear endedRevenueExpensesAssetsReturn
990August 2025$863,926$899,038$1,089,605XML
990August 2024$1,008,050$1,039,859$1,087,535IRS
990August 2023$882,567$921,979$938,533XML
990August 2022$1,043,943$1,037,329$953,211IRS
990August 2021$858,665$757,208$928,737IRS
990August 2020–––IRS
990August 2018–––IRS
990-N for 2008
Officer: Brenna Miller
August 31, 2009≤ $50,000 receipts––e-Postcard

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 39-0654386).

Questions about THETA PHI ALPHA FRATERNITY

What is the EIN of THETA PHI ALPHA FRATERNITY?
The employer identification number (EIN) of THETA PHI ALPHA FRATERNITY is 39-0654386.
Is THETA PHI ALPHA FRATERNITY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(7) since 1978.
Are donations to THETA PHI ALPHA FRATERNITY tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does THETA PHI ALPHA FRATERNITY 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 FRATERNITY due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THETA PHI ALPHA FRATERNITY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended August 2025.
Who is the principal officer of THETA PHI ALPHA FRATERNITY?
The 990 for the year ended August 31, 2025 names KATHERINE EVANS.
Who are the officers and directors of THETA PHI ALPHA FRATERNITY?
The 990 for the year ended August 31, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does THETA PHI ALPHA FRATERNITY have?
On its 990 for the year ended August 31, 2025 it reported revenue of $863,926, expenses of $899,038 and total assets of $1,089,605 at year end.

Organizations in its group exemption (28)

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