Civic Intelligence

Lambda Phi Epsilon Alumni Association

990EZ • Fiscal year 2021 • EIN 16-1490004

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 26, 2021

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

69th percentile

0.05x

Higher debt load relative to assets than 69% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

78th percentile

0.20x

Higher debt load relative to revenue than 78% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Net Margin

90th percentile

39%

Higher net margin than 90% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

62nd percentile

8.8%

Faster asset growth than 62% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

55th percentile

10%

Faster revenue growth than 55% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$270,512

Up $21,853 (+8.8%) from 2020

Net Assets

Up

$256,614

Up $27,372 (+12%) from 2020

Liabilities

Down

$13,898

Down $5,519 (-28%) from 2020

Revenue

Up

$70,394

Up $6,403 (+10%) from 2020

Expenses

Up

$43,024

Up $19,202 (+81%) from 2020

Net Income

Down

$27,370

Down $12,799 (-32%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$270,512
Liabilities$13,898
Net Assets$256,614

Operations Trend

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

2021

Revenue$70,394
Expenses$43,024
Net Income$27,370
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 26, 2021
Return Version
2020v4.0
Gross Receipts
$71,021
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

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
2021-09-26
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Description;Amount^Unrealized gains on investments;2159^Total;2159^

Form 990-EZ, Part I, Line 16

Description;Amount^Office Expenses;791|Facility Expenses Real Estate Taxes;5641|Facility Expenses Property Insurance;14219|Facility Expenses Loan Interest;300|Donations Made;771|Business Expenses Bank Fees;1182|Business Expenses Bad Debt;15090|Business Expenses Insurance;420|Member Recognition Expenses;438^Total;38852^

Form 990-EZ, Part I, Line 20

Description;Amount^Cumulative rounding error;2^Total;2^

Form 990-EZ, Part II, Line 24

Description;EOY Amount^Accounts Receivable;24890|Loans Receivable;800^Total;25690^

Form 990-EZ, Part II, Line 26

Description;EOY Amount^Notes Payable;13898^Total;13898^

Raw XML Appendix154 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/TitleTxt1Vice Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
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IRS990EZ/OperateHospitalInd00
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IRS990ScheduleL/TotalBalanceDueAmt013898
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 26
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-26
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ReturnHeader/Filer/EIN0161490004
ReturnHeader/Filer/PhoneNum03152440172
ReturnHeader/Filer/USAddress/AddressLine1Txt09 Wedgewood Way
ReturnHeader/Filer/USAddress/CityNm0Porter Corners
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012859
ReturnHeader/ReturnTs02021-09-26T22:03:36-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings