Civic Intelligence

Lambda Phi Epsilon Alumni Association

990EZ • Fiscal year 2023 • EIN 16-1490004

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 09, 2023

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

0.02x

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

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

79th percentile

0.11x

Higher debt load relative to revenue than 79% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Net Margin

96th percentile

50%

Higher net margin than 96% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

64th percentile

13%

Faster revenue growth than 64% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$326,673

Up $33,928 (+12%) from 2022

Net Assets

Up

$318,870

Up $36,991 (+13%) from 2022

Liabilities

Down

$7,803

Down $3,063 (-28%) from 2022

Revenue

Up

$74,000

Up $8,527 (+13%) from 2022

Expenses

Down

$37,008

Down $3,199 (-8.0%) from 2022

Net Income

Up

$36,992

Up $11,726 (+46%) from 2022

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

2023

Assets$326,673
Liabilities$7,803
Net Assets$318,870

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

2023

Revenue$74,000
Expenses$37,008
Net Income$36,992
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 9, 2023
Return Version
2022v5.0
Gross Receipts
$74,000
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.--
LPEAA continues its effort to build an endowment fund to support the mission of the organization and provide funds for maintaining the real assets of the organization.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian CarrollChairman-$0--
Craig HutherVice Chairman-$0--
Luke FaulknerSecretary-$0--
Jason RodrigueTreasurer-$0--
Nicholas PanepintoProperty Manager-$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
2023-09-09
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Description;Amount^Unrealized Investment Gains;4286^Total;4286^

Form 990-EZ, Part I, Line 16

Description;Amount^Office Supplies and Software;578|Real Estate Taxes;5796|Property Insurance;18137|Loan Interest;90|Alumni Events;5553|Donations Made;663|Insurance;750|Recognition Expenses;1231|Uncollectable Pledges;240|Bank Fees;1934^Total;34972^

Form 990-EZ, Part I, Line 20

Description;Amount^CUmulative rounding error;-1^Total;-1^

Form 990-EZ, Part II, Line 24

Description;EOY Amount^Accounts Receivable;14860^Total;14860^

Form 990-EZ, Part II, Line 26

Description;EOY Amount^Notes Payable;7803^Total;7803^

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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Porter Corners
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Brian Carroll
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jason Rodrigue
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Nicholas Panepinto
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5John Middleton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Property Manager
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Parlimentarian
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherChangesInNetAssetsAmt0-1
IRS990EZ/OtherExpensesTotalAmt034972
IRS990EZ/OtherRevenueTotalAmt04286
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Provide housing and mentorship to undergrad members.
IRS990EZ/PrintingPublicationsPostageAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt015000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0Frank Panczyszyn
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/TotalBalanceDueAmt07803
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Unrealized Investment Gains;4286^Total;4286^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Office Supplies and Software;578|Real Estate Taxes;5796|Property Insurance;18137|Loan Interest;90|Alumni Events;5553|Donations Made;663|Insurance;750|Recognition Expenses;1231|Uncollectable Pledges;240|Bank Fees;1934^Total;34972^
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jason Rodrigue
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03152440172
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-09
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ReturnHeader/Filer/BusinessNameControlTxt0LAMB
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/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02023-09-10T20:24:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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Filings