Civic Intelligence

Lambda Phi Epsilon Alumni Association

990EZ • Fiscal year 2020 • EIN 16-1490004

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 24, 2020

Organization Profile
9 Wedgewood WayPorter Corners, NY 12859

(315) 244-0172

Siviq Scores

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

Liabilities / Assets

71st percentile

0.08x

Higher debt load relative to assets than 71% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

82nd percentile

0.30x

Higher debt load relative to revenue than 82% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Net Margin

97th percentile

63%

Higher net margin than 97% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Top Officer Pay

96th percentile

$0

Higher top officer pay than 96% of similar nonprofits.

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

74th percentile

15%

Faster asset growth than 74% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

57th percentile

-9.2%

Faster revenue growth than 57% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$248,659

Up $32,714 (+15%) from 2019

Net Assets

Up

$229,242

Up $40,168 (+21%) from 2019

Liabilities

Down

$19,417

Down $7,454 (-28%) from 2019

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin97th percentile

Revenue

Down

$63,991

Down $6,492 (-9.2%) from 2019

Expenses

Up

$23,822

Up $604 (+2.6%) from 2019

Net Income

Down

$40,169

Down $7,096 (-15%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$400K$300K$200K$100K$0Assets 2019: $215,945Liabilities 2019: $26,871Net Assets 2019: $189,0742019Assets 2020: $248,659Liabilities 2020: $19,417Net Assets 2020: $229,2422020Assets 2021: $270,512Liabilities 2021: $13,898Net Assets 2021: $256,6142021Assets 2022: $292,745Liabilities 2022: $10,866Net Assets 2022: $281,8792022Assets 2023: $326,673Liabilities 2023: $7,803Net Assets 2023: $318,8702023Assets 2024: $356,730Liabilities 2024: $4,706Net Assets 2024: $352,0242024Assets 2025: $382,843Liabilities 2025: $0Net Assets 2025: $382,8432025

Highlighted filing

2020

Assets$248,659
Liabilities$19,417
Net Assets$229,242
Open 2020 Filing

Operations Trend

Revenue Growth57th percentile

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

$80K$60K$40K$20K$0Revenue 2019: $70,483Expenses 2019: $23,218Net Income 2019: $47,2652019Revenue 2020: $63,991Expenses 2020: $23,822Net Income 2020: $40,1692020Revenue 2021: $70,394Expenses 2021: $43,024Net Income 2021: $27,3702021Revenue 2022: $65,473Expenses 2022: $40,207Net Income 2022: $25,2662022Revenue 2023: $74,000Expenses 2023: $37,008Net Income 2023: $36,9922023Revenue 2024: $74,145Expenses 2024: $40,991Net Income 2024: $33,1542024Revenue 2025: $79,410Expenses 2025: $48,592Net Income 2025: $30,8182025

Highlighted filing

2020

Revenue$63,991
Expenses$23,822
Net Income$40,169
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 24, 2020
Return Version
2019v5.0
Gross Receipts
$63,991
Mission and Program Overview

Mission

Provide housing and mentorship to undergrad members.

Program Services

DescriptionGrantsExpenses
LPEAA continues to provide affordable rental housing, mentorship, and career networking for undergraduate members of the Lambda Phi Epsilon Chapter of Tau Epsilon Phi Fraternity at Clarkson University. Our biggest accomplishments this year is repair of water damage to the property and establishment of an endowment fund to support the mission of the organization.--
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian CarrollChairmanPT$0--
Craig HutherVice ChairmanPT$0--
Michael KabotSecretaryPT$0--
Jason RodrigueTreasurerPT$0--
David HadcockProperty ManagerPT$0--
John MiddletonParlimentarian-$0--
Filing and Contact Details

Filer

Filer Name
Lambda Phi Epsilon Alumni Association
EIN
16-1490004
Phone
3152440172
Address
9 Wedgewood Way, Porter Corners, NY 12859

Signing Officer

Name
Jason Rodrigue
Title
Treasurer
Phone
3152440172
Signed
2020-09-24
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“Description;Amount^Unrealized gains in legacy gift;243|Old Debt Assumed from Undergraduate Chapter;6505^Total;6748^”

Form 990-EZ, Part I, Line 16

“Description;Amount^Bank Fees;447|Uncollectable Debt;1850|Interest on Loans;1028|Local Property and School Taxes;5556|Property and DO Insurance;12211|Office Supplies;755|Alumni Weekend;1020^Total;22867^”

Form 990-EZ, Part I, Line 20

“Description;Amount^Form 990 Cumulative Rounding Error;-1^Total;-1^”

Form 990-EZ, Part II, Line 24

“Description;EOY Amount^Loans to Undergraduate Chapter;1200|Accounts Receivable;7105|Legacy Gifts;15090^Total;23395^”

Form 990-EZ, Part II, Line 26

“Description;EOY Amount^Mortgage;4096|Loans;15321^Total;19417^”

Form 990-EZ, Part V, Line 34

“Corporation bylaws were updated to: 1.) Allow virtual meetings/notifications and change quorum rule to reflect growing membership; 2.) Add governance rules for the newly created Endowment Fund 3.) Clarify membership and voting requirements”

Raw XML Appendix156 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Brian Carroll
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jason Rodrigue
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4David Hadcock
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5John Middleton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Property Manager
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part V, Line 34
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jason Rodrigue
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ReturnHeader/BusinessOfficerGrp/PhoneNum03152440172
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-24
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ReturnHeader/Filer/EIN0161490004
ReturnHeader/Filer/PhoneNum03152440172
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012859
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.242.147.46
ReturnHeader/ReturnTs02020-10-09T10:02:05-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$248,659
Liabilities
$19,417
Net assets
$229,242
Revenue
$63,991
Expenses
$23,822
Net income
$40,169
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.79$0.49$0.31
2024Detailed filing. Detailed filing data is available for this year.$3.57$0.05$3.52$0.74$0.41$0.33
2023Detailed filing. Detailed filing data is available for this year.$3.27$0.08$3.19$0.74$0.37$0.37
2022Detailed filing. Detailed filing data is available for this year.$2.93$0.11$2.82$0.65$0.40$0.25
2021Detailed filing. Detailed filing data is available for this year.$2.71$0.14$2.57$0.70$0.43$0.27
2020Detailed filing. Detailed filing data is available for this year.$2.49$0.19$2.29$0.64$0.24$0.40
2019Detailed filing. Detailed filing data is available for this year.$2.16$0.27$1.89$0.70$0.23$0.47