Civic Intelligence

Lambda Chi Alpha Educational Foundation Inc.

990 • Fiscal year 2023 • EIN 13-6266432

Jul 01, 2023 to Dec 31, 2023 • Filed on Nov 06, 2024

Organization Profilelambdachifoundation.org

View Organization Page

10 West Carmel Drive 220Carmel, IN 46032

(317) 872-8000

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

15th percentile

0.04x

Higher debt load relative to revenue than 15% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

79th percentile

24%

Higher net margin than 79% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

60th percentile

$210,621

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

84th percentile

29%

Faster asset growth than 84% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

59th percentile

10%

Faster revenue growth than 59% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets12th percentile

Assets

Flat

$17,526,533

Flat from 2023

Net Assets

Flat

$17,440,335

Flat from 2023

Liabilities

Flat

$86,198

Flat from 2023

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin79th percentile

Revenue

Flat

$2,206,094

Flat from 2023

Expenses

Flat

$1,669,894

Flat from 2023

Net Income

Flat

$536,200

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$30M$20M$10M$0Assets 2011: $5,145,416Liabilities 2011: $103,297Net Assets 2011: $5,042,1192011Assets 2012: $5,927,833Liabilities 2012: $24,131Net Assets 2012: $5,903,7022012Assets 2013: $7,595,880Liabilities 2013: $48,466Net Assets 2013: $7,547,4142013Assets 2014: $8,362,089Liabilities 2014: $151,857Net Assets 2014: $8,210,2322014Assets 2015: $9,204,372Liabilities 2015: $98,524Net Assets 2015: $9,105,8482015Assets 2016: $8,861,682Liabilities 2016: $166,485Net Assets 2016: $8,695,1972016Assets 2017: $11,513,919Liabilities 2017: $8,579Net Assets 2017: $11,505,3402017Assets 2018: $12,954,387Liabilities 2018: $45,570Net Assets 2018: $12,908,8172018Assets 2019: $13,223,970Liabilities 2019: $72,510Net Assets 2019: $13,151,4602019Assets 2020: $12,933,686Liabilities 2020: $511,862Net Assets 2020: $12,421,8242020Assets 2021: $15,879,297Liabilities 2021: $132,236Net Assets 2021: $15,747,0612021Assets 2022: $13,613,254Liabilities 2022: $100,202Net Assets 2022: $13,513,0522022Assets 2023: $17,526,533Liabilities 2023: $86,198Net Assets 2023: $17,440,3352023Assets 2023: $17,526,533Liabilities 2023: $86,198Net Assets 2023: $17,440,3352023Assets 2024: $20,813,654Liabilities 2024: $156,335Net Assets 2024: $20,657,3192024

Highlighted filing

2023

Assets$17,526,533
Liabilities$86,198
Net Assets$17,440,335
Open 2023 Filing

Operations Trend

Revenue Growth59th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $1,859,435Expenses 2011: $1,517,247Net Income 2011: $342,1882011Expenses 2012: $1,566,3362012Expenses 2013: $1,824,0902013Revenue 2014: $1,560,224Expenses 2014: $1,835,713Net Income 2014: -$275,4892014Revenue 2015: $2,928,727Expenses 2015: $1,983,684Net Income 2015: $945,0432015Revenue 2016: $2,031,016Expenses 2016: $1,699,337Net Income 2016: $331,6792016Revenue 2017: $4,951,360Expenses 2017: $2,448,563Net Income 2017: $2,502,7972017Revenue 2018: $3,521,685Expenses 2018: $2,290,622Net Income 2018: $1,231,0632018Revenue 2019: $2,804,668Expenses 2019: $2,924,011Net Income 2019: -$119,3432019Revenue 2020: $1,550,746Expenses 2020: $2,421,803Net Income 2020: -$871,0572020Revenue 2021: $4,593,058Expenses 2021: $1,797,560Net Income 2021: $2,795,4982021Revenue 2022: $2,000,274Expenses 2022: $1,888,422Net Income 2022: $111,8522022Revenue 2023: $2,206,094Expenses 2023: $1,669,894Net Income 2023: $536,2002023Revenue 2023: $2,206,094Expenses 2023: $1,669,894Net Income 2023: $536,2002023Revenue 2024: $8,042,950Expenses 2024: $4,593,250Net Income 2024: $3,449,7002024

Highlighted filing

2023

Revenue$2,206,094
Expenses$1,669,894
Net Income$536,200
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Dec 31, 2023
Signed
Nov 6, 2024
Return Version
2023v5.1
Gross Receipts
$2,206,094
Mission and Program Overview

Mission

To fund, develop and support values-based educational programs and experiences which will inspire a lifetime of personal growth, leadership, services, and deep meaningful relationships.

To invest in the ever-growing educational pursuits of Lambda Chi Alpha, enabling its transformation into the premier men's service learning and leadership development organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$13,436,834$14,556,912▲ $1,120,078
Investments Other Securities$989,597$1,318,535▲ $328,938
Pledges and Grants Receivable$1,325,378$1,167,285▼ $158,093
Cash and Non-Interest-Bearing Accounts$316,400$397,298▲ $80,898
Accounts Receivable$185,783$51,418▼ $134,365
Prepaid Expenses and Deferred Charges$66,697$35,085▼ $31,612
Land, Buildings, and Equipment, Net$5,062$0▼ $5,062
Total Assets$16,325,751$17,526,533▲ $1,200,782
Liabilities
Accounts Payable and Accrued Expenses$177,221$86,198▼ $91,023
Total Liabilities$177,221$86,198▼ $91,023
Net Assets / Fund Balance
Net Assets With Donor Restrictions$10,539,771$14,533,139▲ $3,993,368
Net Assets Without Donor Restrictions$5,608,759$2,907,196▼ $2,701,563
Total Net Assets Fund Balance$16,148,530$17,440,335▲ $1,291,805
Total Liabilities and Net Assets / Fund Balance$16,325,751$17,526,533▲ $1,200,782

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,121,065--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$8,570,765$1,162,176▲ $746,713-$10,070,105
2022$7,116,029$965,322▲ $672,863-$8,570,765
2021$8,630,210$269,114▼ $1,503,342-$7,116,029
2020$6,301,543$321,462▲ $2,209,762-$8,630,210
2019$5,931,319$392,123▲ $110,955-$6,301,543
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dan HartmannPresident & CEOFT$160,000$50,621$210,621

Board Members and Trustees

NameTitle
Drew C LynchChairman
Bo L GebbieVice Chairman
Bryce A MurrayDirector
Dale BakerDirector
David FranklinDirector
Dr Alan M AndersonDirector
Edward WilkinsonDirector
Harry Q H Lee IIDirector
Jason SeegertDirector
Jeff A ArntsonDirector
Mary Joy SteadDirector
Tracy J ForstDirector
Tony Robinson - Exit 1023Chief Financial Officer
Robert AndersonSecretary
Alton R Brown IIITreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,900,968
Program Service Revenue
$74,426
Investment Income
$230,700
Other Revenue
$0
All Other Contributions
$1,900,968
Change in Net Assets
$536,200

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded6$82,035
Total Noncash Contributions6$82,035

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,206,094
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$6,394,249
Total Revenue per Audited Statements
$8,600,343
Total Revenue per Form 990
$2,206,094
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$615,477
Total Fundraising Expense$549,690
Grants and Similar Amounts Paid$531,692
Other Expenses$522,725
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$450,000--$450,000
Other Salaries and Wages$12,575$130,296$259,129$402,000
Travel$3,625$37,048$70,642$111,315
Fees for Services Other$18,535$69,718$22,500$110,753
Current Officers, Directors, Trustees, and Key Employees$3,525$35,545$66,241$105,311
Grants to Domestic Individuals$81,692--$81,692
Occupancy-$75,000-$75,000
Other Employee Benefits$3,175$29,045$40,115$72,335
Payroll Taxes$1,168$10,533$24,130$35,831
Office Expenses$846$699$30,867$32,412
Information Technology$105$13,170$285$13,560
Depreciation Depletion-$5,204$2,696$7,900
Other Expenses$5,234$1,213$428$6,875
Advertising$111$1,993$4,567$6,671
All Other Expenses$877--$877
Total Functional Expenses$581,802$538,402$549,690$1,669,894

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,673,060
Expenses Not Reported on Form 990$3,003,166
Expenses per Audited Statements$1,669,894
Total Expenses per Form 990$1,669,894
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lambda Chi Alpha FraternityCarmel, IN501(c)(7)Educational Programs$450,000
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“The Finance & Investment, Governance, and Executive Committees are given a copy of the Form 990 for review. Once it is reviewed, the return is distributed to the full board via email prior to filing.”

Form 990, Part VI, Section B, line 12C

“The Board of Directors is required to disclose any and all conflicts of interest that may have arisen over the past year at their annual meeting.”

Form 990, Part VI, Section B, line 15A

“The Board of Directors reviews the President/CEO salary and uses comparable industry data, such as other Forms 990, to determine the appropriate amount of compensation.”

Form 990, Part VI, Section C, line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon written or verbal request.”

Filing and Contact Details

Filer

Filer Name
Lambda Chi Alpha Educational Foundation
EIN
13-6266432
Phone
3178728000
Address
10 West Carmel Drive 220, Carmel, IN 46032

Signing Officer

Name
Dave Bolton
Title
Controller
Phone
3178728000
Signed
2024-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dave Bolton
Formed
1955
Legal Domicile
In
Voting Board Members
14
Independent Board Members
14
Employees
10
Volunteers
400

Preparer

Firm
Barnes Dennig & Co LTD
Address
150 East Fourth Street, Cincinnati, OH 45202
Preparer
Paula Hume
Phone
5132418313
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Change in cash surrender value of life insurance 328,938.”

Form 990, Part XII, Line 2C:

“There were no changes in the process during the year.”

Financial Statement Notes

Part V, Line 4:

“The endowment consists of various funds used for scholarships and grants for educational programming.”

Part X, Line 2:

“The Foundation are exempt from income taxes under Section 501 of the Internal Revenue Code and a similar state law. The Foundation is required to file Federal Form 990 Return of Organization Exempts from Income Tax, which is an information return only. The Form 990 is subject to review and examination by federal and state authorities. The Organization believes it has appropriate support for any tax positions taken, and therefore, does not have any uncertain income tax positions that are material to the financial statements.”

Part XI, Line 2D - Other Adjustments:

“Short year return revenue adjustment 5,638,644. Change in cash surrender value of life insurance 328,938.”

Part XII, Line 2D - Other Adjustments:

“Short year return revenue adjustment 3,003,166.”

Raw XML AppendixShowing 400 of 654 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0177221
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt086198
IRS990/AccountsReceivableGrp/BOYAmt0185783
IRS990/AccountsReceivableGrp/EOYAmt051418
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To invest in the ever-growing educational pursuits of Lambda Chi Alpha, enabling its transformation into the premier men's service learning and leadership development organization.
IRS990/AdvertisingGrp/FundraisingAmt04567
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01993
IRS990/AdvertisingGrp/ProgramServicesAmt0111
IRS990/AdvertisingGrp/TotalAmt06671
IRS990/AllOtherContributionsAmt01900968
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0877
IRS990/AllOtherExpensesGrp/TotalAmt0877
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Dave Bolton
IRS990/BooksInCareOfDetail/PhoneNum03178728000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt010 West Carmel Drive Ste 220
IRS990/BooksInCareOfDetail/USAddress/CityNm0Carmel
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046032
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0316400
IRS990/CashNonInterestBearingGrp/EOYAmt0397298
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt066241
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt035545
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt03525
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0105311
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01900968
IRS990/CYGrantsAndSimilarPaidAmt0531692
IRS990/CYInvestmentIncomeAmt0230700
IRS990/CYOtherExpensesAmt0522725
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt074426
IRS990/CYRevenuesLessExpensesAmt0536200
IRS990/CYSalariesCompEmpBnftPaidAmt0615477
IRS990/CYTotalExpensesAmt01669894
IRS990/CYTotalFundraisingExpenseAmt0549690
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02206094
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt02696
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt05204
IRS990/DepreciationDepletionGrp/TotalAmt07900
IRS990/Desc0Lambda Chi Alpha Fraternity Grant $450,000 - Grant investments for values-based programs and research - leadership training, interpersonal development, competency-based learning, and credentialing.Scholarships and Fellowships $81,692 - Undergraduate and graduate school scholarships based on need, academic merit, and community leadership, and furthering the educational endeavors of the recipient.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt010539771
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt014533139
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt010
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0581802
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/FundraisingAmt022500
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt069718
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt018535
IRS990/FeesForServicesOtherGrp/TotalAmt0110753
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt155.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1436490
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0Robert Anderson
IRS990/Form990PartVIISectionAGrp/PersonNm1Drew C Lynch
IRS990/Form990PartVIISectionAGrp/PersonNm2David Franklin
IRS990/Form990PartVIISectionAGrp/PersonNm3Dr Alan M Anderson
IRS990/Form990PartVIISectionAGrp/PersonNm4Jeff A Arntson
IRS990/Form990PartVIISectionAGrp/PersonNm5Dale Baker
IRS990/Form990PartVIISectionAGrp/PersonNm6Alton R Brown III
IRS990/Form990PartVIISectionAGrp/PersonNm7Jason Seegert
IRS990/Form990PartVIISectionAGrp/PersonNm8Edward Wilkinson
IRS990/Form990PartVIISectionAGrp/PersonNm9Bo L Gebbie
IRS990/Form990PartVIISectionAGrp/PersonNm10Tracy J Forst
IRS990/Form990PartVIISectionAGrp/PersonNm11Harry Q H Lee II
IRS990/Form990PartVIISectionAGrp/PersonNm12Bryce A Murray
IRS990/Form990PartVIISectionAGrp/PersonNm13Mary Joy Stead
IRS990/Form990PartVIISectionAGrp/PersonNm14Dan Hartmann
IRS990/Form990PartVIISectionAGrp/PersonNm15Tony Robinson - Exit 1023
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14174131
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt15Chief Financial Officer
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01955
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt04202
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt0531692
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt081692
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt081692
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0450000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0450000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04202
IRS990/GrossReceiptsAmt02206094
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0285
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt013170
IRS990/InformationTechnologyGrp/ProgramServicesAmt0105
IRS990/InformationTechnologyGrp/TotalAmt013560
IRS990/InvestmentIncomeGrp/ExclusionAmt0226498
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0226498
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0989597
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01318535
IRS990/InvestmentsPubTradedSecGrp/BOYAmt013436834
IRS990/InvestmentsPubTradedSecGrp/EOYAmt014556912
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05062
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To invest in the ever-growing educational pursuits of Lambda Chi Alpha, enabling its transformation into the premier men's service learning and leadership development organization.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt016148530
IRS990/NetAssetsOrFundBalancesEOYAmt017440335
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt04202
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04202
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0426667
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05608759
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02907196
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt075000
IRS990/OccupancyGrp/TotalAmt075000
IRS990/OfficeExpensesGrp/FundraisingAmt030867
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0699
IRS990/OfficeExpensesGrp/ProgramServicesAmt0846
IRS990/OfficeExpensesGrp/TotalAmt032412
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0328938
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt040115
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt029045
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03175
IRS990/OtherEmployeeBenefitsGrp/TotalAmt072335
IRS990/OtherExpensesGrp/Desc0Finance Charges
IRS990/OtherExpensesGrp/Desc1Bad Debt Write Off
IRS990/OtherExpensesGrp/Desc2Donor Stewardship
IRS990/OtherExpensesGrp/Desc3Program Expenses
IRS990/OtherExpensesGrp/FundraisingAmt028090
IRS990/OtherExpensesGrp/FundraisingAmt1428
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt074608
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt151600
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22730
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31213
IRS990/OtherExpensesGrp/ProgramServicesAmt0334
IRS990/OtherExpensesGrp/ProgramServicesAmt15234
IRS990/OtherExpensesGrp/TotalAmt074608
IRS990/OtherExpensesGrp/TotalAmt151600
IRS990/OtherExpensesGrp/TotalAmt231154
IRS990/OtherExpensesGrp/TotalAmt36875
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0259129
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0130296
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt012575
IRS990/OtherSalariesAndWagesGrp/TotalAmt0402000
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt024130
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010533
IRS990/PayrollTaxesGrp/ProgramServicesAmt01168
IRS990/PayrollTaxesGrp/TotalAmt035831
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01325378
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01167285
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt066697
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt035085
IRS990/PrincipalOfficerNm0Dave Bolton
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Fund Admin Fees
IRS990/ProgramServiceRevenueGrp/Desc1Chapter Housing Fund S
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt059426
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt115000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt059426
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt115000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04053151
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01800268
IRS990/PYInvestmentIncomeAmt0326940
IRS990/PYOtherExpensesAmt0808916
IRS990/PYOtherRevenueAmt0462763
IRS990/PYProgramServiceRevenueAmt0183048
IRS990/PYRevenuesLessExpensesAmt01639963
IRS990/PYSalariesCompEmpBnftPaidAmt0734851
IRS990/PYTotalExpensesAmt03385939
IRS990/PYTotalProfFndrsngExpnsAmt041904
IRS990/PYTotalRevenueAmt05025902
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0536200
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt074426
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Refunded grant - 2022 Amount: $ 462,763.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1Part II, column 2023, is a short period from July 1, 2023 to December 31, 2023
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10, Explanation of Other Income:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part II, Short Year Explanation:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01900968
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04053151
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01755875
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02465466
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01280682
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011456142
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0226498
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0327470
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0242414
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0203478
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0224820
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01224680
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0259634
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0462763
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0462763
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.74610
IRS990ScheduleA/PublicSupportPY170Pct00.73190
IRS990ScheduleA/PublicSupportTotal170Amt09806552
IRS990ScheduleA/SubstantialContributorsTotAmt01649590
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01900968
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04053151
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01755875
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02465466
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01280682
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011456142
IRS990ScheduleA/TotalSupportAmt013143585
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.04000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0409549
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt08570765
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01162176
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt010070105
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0746713
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0183449
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt07116029

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,526,533
Liabilities
$86,198
Net assets
$17,440,335
Revenue
$2,206,094
Expenses
$1,669,894
Net income
$536,200
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.8$0.16$20.7$8.04$4.59$3.45
2023Detailed filing. Detailed filing data is available for this year.$17.5$0.09$17.4$2.21$1.67$0.54
2023Summary only. Only limited summary data is available for this year.$17.5$0.09$17.4$2.21$1.67$0.54
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.6$0.10$13.5$2.00$1.89$0.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.9$0.13$15.7$4.59$1.80$2.80
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.9$0.51$12.4$1.55$2.42$0.87
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.2$0.07$13.2$2.80$2.92$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.0$0.05$12.9$3.52$2.29$1.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.5$0.01$11.5$4.95$2.45$2.50
2016Detailed filing. Detailed filing data is available for this year.$8.86$0.17$8.70$2.03$1.70$0.33
2015Detailed filing. Detailed filing data is available for this year.$9.20$0.10$9.11$2.93$1.98$0.95
2014Detailed filing. Detailed filing data is available for this year.$8.36$0.15$8.21$1.56$1.84$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.60$0.05$7.55$1.82
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.93$0.02$5.90$1.57
2011Summary only. Only limited summary data is available for this year.$5.15$0.10$5.04$1.86$1.52$0.34