Civic Intelligence

Pi Lambda Phi Fraternity Inc

990 • Fiscal year 2017 • EIN 13-1168250

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 02, 2017

60 Newtown Road 118Danbury, CT 06810-6257

(203) 740-1044

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

2017 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

24th percentile

0.00x

Higher debt load relative to revenue than 24% of similar nonprofits.

2017 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2017

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

2017 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2017

Asset Growth

81st percentile

13%

Faster asset growth than 81% of similar nonprofits.

2017 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

78th percentile

13%

Faster revenue growth than 78% of similar nonprofits.

2017 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$799,371

Up $94,310 (+13%) from 2016

Net Assets

Up

$799,056

Up $96,995 (+14%) from 2016

Liabilities

Down

$315

Down $2,685 (-90%) from 2016

Revenue

Up

$833,503

Up $96,299 (+13%) from 2016

Expenses

Down

$741,126

Down $89,551 (-11%) from 2016

Net Income

Up

$92,377

Up $185,850 (+199%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $628,720Liabilities 2011: $83,129Net Assets 2011: $545,5912011Assets 2012: $634,845Liabilities 2012: $70,541Net Assets 2012: $564,3042012Assets 2013: $709,434Liabilities 2013: $61,180Net Assets 2013: $648,2542013Assets 2014: $772,972Liabilities 2014: $46,882Net Assets 2014: $726,0902014Assets 2015: $829,671Liabilities 2015: $34,137Net Assets 2015: $795,5342015Assets 2016: $705,061Liabilities 2016: $3,000Net Assets 2016: $702,0612016Assets 2017: $799,371Liabilities 2017: $315Net Assets 2017: $799,0562017Assets 2018: $906,197Liabilities 2018: $11,183Net Assets 2018: $895,0142018Assets 2019: $818,670Liabilities 2019: $4,767Net Assets 2019: $813,9032019Assets 2020: $887,550Liabilities 2020: $39,369Net Assets 2020: $848,1812020Assets 2021: $1,029,582Liabilities 2021: $29,960Net Assets 2021: $999,6222021Assets 2022: $1,115,981Liabilities 2022: $11,876Net Assets 2022: $1,104,1052022Assets 2023: $1,302,208Liabilities 2023: $2,950Net Assets 2023: $1,299,2582023Assets 2024: $1,179,257Liabilities 2024: $997Net Assets 2024: $1,178,2602024

Highlighted filing

2017

Assets$799,371
Liabilities$315
Net Assets$799,056

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $494,296Expenses 2011: $380,714Net Income 2011: $113,5822011Revenue 2012: $497,931Expenses 2012: $479,021Net Income 2012: $18,9102012Revenue 2013: $566,357Expenses 2013: $482,407Net Income 2013: $83,9502013Revenue 2014: $586,712Expenses 2014: $508,876Net Income 2014: $77,8362014Revenue 2015: $682,060Expenses 2015: $612,616Net Income 2015: $69,4442015Revenue 2016: $737,204Expenses 2016: $830,677Net Income 2016: -$93,4732016Revenue 2017: $833,503Expenses 2017: $741,126Net Income 2017: $92,3772017Revenue 2018: $809,087Expenses 2018: $730,473Net Income 2018: $78,6142018Revenue 2019: $845,469Expenses 2019: $891,185Net Income 2019: -$45,7162019Revenue 2020: $800,362Expenses 2020: $778,244Net Income 2020: $22,1182020Revenue 2021: $859,864Expenses 2021: $762,650Net Income 2021: $97,2142021Revenue 2022: $894,631Expenses 2022: $816,302Net Income 2022: $78,3292022Revenue 2023: $863,136Expenses 2023: $887,451Net Income 2023: -$24,3152023Revenue 2024: $797,445Expenses 2024: $987,759Net Income 2024: -$190,3142024

Highlighted filing

2017

Revenue$833,503
Expenses$741,126
Net Income$92,377
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 2, 2017
Return Version
2016v3.0
Gross Receipts
$833,503
Mission and Program Overview

Mission

Pi Lambda Phi Fraternity Inc is a social fraternity which promotes brotherhood based on ideals including nonsectarianism and the elimination of prejudice, scholarship and athletics.

Pi Lambda Phi Fraternity Inc is a social fraternity which promotes brotherhood based on ideals including nonsectarianism and the elimination of prejudice, scholarship and athletics, and a sense of philanthropy and community service.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$702,061$799,056▲ $96,995
Cash and Non-Interest-Bearing Accounts$495,865$578,105▲ $82,240
Accounts Receivable$20,183$27,100▲ $6,917
Prepaid Expenses and Deferred Charges-$716-
Land, Buildings, and Equipment, Net$431$125▼ $306
Total Assets$705,061$799,371▲ $94,310
Other Assets Total$188,582$193,325▲ $4,743
Liabilities
Accounts Payable and Accrued Expenses$3,000$315▼ $2,685
Total Liabilities$3,000$315▼ $2,685
Net Assets / Fund Balance
Total Net Assets Fund Balance$702,061$799,056▲ $96,995
Total Liabilities and Net Assets / Fund Balance$705,061$799,371▲ $94,310

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$125$2,620-
Other Assets Org$193,325--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Daniel ScottPresident (As Needed)
Ryan OverturfSecretary (As Needed)
Paul GriffinTreasurer (As Needed)
Brendan SorgVice Pres (As Needed)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$833,244
Investment Income
$259
Other Revenue
$0
Change in Net Assets
$92,377
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$431,406
Salaries, Compensation, and Employee Benefits$309,720
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$283,659$0$0$283,659
Conferences and Meetings$171,755$0$0$171,755
Insurance$106,800$0$0$106,800
All Other Expenses$77,376$0$0$77,376
Payroll Taxes$24,304$0$0$24,304
Other Expenses$19,908$0$0$19,908
Office Expenses$19,378$0$0$19,378
Fees for Services Accounting$12,250$0$0$12,250
Travel$9,772$0$0$9,772
Other Employee Benefits$1,757$0$0$1,757
Depreciation Depletion$181$0$0$181
Total Functional Expenses$741,126$0$0$741,126
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 9

Daniel Scott 2765 Woodland Drive Northbrook IL 60062

Form 990, Part VI, Line 9

Brendan Sorg 6527 Highland Drive Independence OH 44131

Form 990, Part VI, Line 9

Paul Griffin 4501 Avalon Blvd Alpharetta GA 30009

Form 990, Part VI, Line 9

Ryan Overturf 33 Halifax St Unit 1 Jamaica Plain MA 02130

Filing and Contact Details

Filer

Filer Name
Pi Lambda Phi Fraternity Inc
EIN
13-1168250
Phone
2037401044
Address
60 Newtown Road 118, Danbury, CT 06810-6257

Signing Officer

Name
Paul Griffin
Title
Treasurer
Phone
2037401044
Signed
2017-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Buhler
Formed
1895
Legal Domicile
Ct
Voting Board Members
13
Independent Board Members
13
Employees
10
Volunteers
100

Preparer

Firm
David W Mackenzie CPA
Address
91 Young Hill Rd, Sunapee, NH 03782
Preparer
David W Mackenzie CPA
Phone
6038632345
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The 990 is reviewed by management and the Board Treasurer prior to filing

Pt VI, Line 15A

Executive Council approves salaries during the budget approval process

Pt VI, Line 15B

Executive Council approves salaries during the budget approval process

Pt VI, Line 19

Governing documents are available through a password protected section of the website. Financial statements are presented to Executive Council on a quarterly basis, to full membership at annual convention, and they are available upon request.

Pt XI

Excess of book depreciation over tax depreciation.

Form 990, Part IX, Line 24E

Bad debt expense 25641. 25641. 0. 0.

Form 990, Part IX, Line 24E

Pi Lambda Phi University 10217. 10217. 0. 0.

Form 990, Part IX, Line 24E

Chapter expansion 41518. 41518. 0. 0.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 is reviewed by management and the Board Treasurer prior to filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Executive Council approves salaries during the budget approval process
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Executive Council approves salaries during the budget approval process
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing documents are available through a password protected section of the website. Financial statements are presented to Executive Council on a quarterly basis, to full membership at annual convention, and they are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Excess of book depreciation over tax depreciation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Daniel Scott 2765 Woodland Drive Northbrook IL 60062
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Brendan Sorg 6527 Highland Drive Independence OH 44131
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Paul Griffin 4501 Avalon Blvd Alpharetta GA 30009
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Ryan Overturf 33 Halifax St Unit 1 Jamaica Plain MA 02130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Bad debt expense 25641. 25641. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Pi Lambda Phi University 10217. 10217. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Chapter expansion 41518. 41518. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0705061
IRS990/TotalAssetsEOYAmt0799371
IRS990/TotalAssetsGrp/BOYAmt0705061
IRS990/TotalAssetsGrp/EOYAmt0799371
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0741126
IRS990/TotalFunctionalExpensesGrp/TotalAmt0741126
IRS990/TotalGrossUBIAmt0259
IRS990/TotalLiabilitiesBOYAmt03000
IRS990/TotalLiabilitiesEOYAmt0315
IRS990/TotalLiabilitiesGrp/BOYAmt03000
IRS990/TotalLiabilitiesGrp/EOYAmt0315
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0702061
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0799056
IRS990/TotalProgramServiceRevenueAmt0833244
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0833244
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0833503
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0259
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0705061
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0799371
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt09772
IRS990/TravelGrp/TotalAmt09772
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0318 Fitzhugh Road
IRS990/USAddress/CityNm0Winter Park
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032792
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0pilambdaphi.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL GRIFFIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02037401044
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pi Lambda Phi Fraternity Inc
ReturnHeader/Filer/BusinessNameControlTxt0PILA
ReturnHeader/Filer/EIN0131168250
ReturnHeader/Filer/PhoneNum02037401044
ReturnHeader/Filer/USAddress/AddressLine1Txt060 Newtown Road 118
ReturnHeader/Filer/USAddress/CityNm0Danbury
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0068106257
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0376FF7E5F4AC6DA8394E3BADA9B53A99AC006EA6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0376FF7E5F4AC6DA8394E3BADA9B53A99AC006EA6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.35.205.149
ReturnHeader/FilingSecurityInformation/IPDt02018-02-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:43:27
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0David W Mackenzie CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt091 Young Hill Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sunapee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003782
ReturnHeader/PreparerPersonGrp/PhoneNum06038632345
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID W MACKENZIE CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-02-14T14:43:37-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.00$1.18$0.80$0.99$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.86$0.89$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.01$1.10$0.89$0.82$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.03$0.03$1.00$0.86$0.76$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.04$0.85$0.80$0.78$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.00$0.81$0.85$0.89$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.91$0.01$0.90$0.81$0.73$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.83$0.74$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.70$0.74$0.83$0.09
2015Summary only. Only limited summary data is available for this year.$0.83$0.03$0.80$0.68$0.61$0.07
2014Summary only. Only limited summary data is available for this year.$0.77$0.05$0.73$0.59$0.51$0.08
2013Summary only. Only limited summary data is available for this year.$0.71$0.06$0.65$0.57$0.48$0.08
2012Summary only. Only limited summary data is available for this year.$0.63$0.07$0.56$0.50$0.48$0.02
2011Summary only. Only limited summary data is available for this year.$0.63$0.08$0.55$0.49$0.38$0.11