Form 990-EZ, Part I, Line 8
“Description;Amount^Unrealized Gains on Investments;8161^Total;8161^”
Siviq Scores
Scores are not available for this record yet.
Balance Sheet
Assets
Up$356,730
Up $30,057 (+9.2%) from 2023
Net Assets
Up$352,024
Up $33,154 (+10%) from 2023
Liabilities
Down$4,706
Down $3,097 (-40%) from 2023
Revenue And Expenses
Revenue
Up$74,145
Up $145 (+0.2%) from 2023
Expenses
Up$40,991
Up $3,983 (+11%) from 2023
Net Income
Down$33,154
Down $3,838 (-10%) from 2023
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2023 to Jun 30, 2024
- Signed
- Jul 26, 2024
- Return Version
- 2023v5.0
- Gross Receipts
- $74,145
Mission and Program Overview
Mission
Provide housing and mentorship to undergrad members.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| 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
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Brian Carroll | Chairman | - | $0 | - | - |
| Craig Huther | Vice Chairman | - | $0 | - | - |
| Luke Faulkner | Secretary | - | $0 | - | - |
| Jason Rodrigue | Treasurer | - | $0 | - | - |
| Nicholas Panepinto | Property Manager | - | $0 | - | - |
| John Middleton | Parlimentarian | - | $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
- 2024-07-26
Supplemental Narrative
Additional Explanations
Form 990-EZ, Part I, Line 16
“Description;Amount^Office Expenses;690|Real Estate Taxes;6063|Insurance;20799|Loan Interest;58|Events;5402|Donations Made;500|Bank Fees;1505|Federal Taxes;963|Collection and Management Expenses;436^Total;36416^”
Form 990-EZ, Part II, Line 24
“Description;EOY Amount^Accounts Receivable;13263^Total;13263^”
Form 990-EZ, Part II, Line 26
“Description;EOY Amount^Notes Payable;4706^Total;4706^”
Raw XML Appendix151 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Jason Rodrigue |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 3152440172 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 9 Wedgewood Way |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Porter Corners |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 12859 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 169213 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 200867 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 7217 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 33154 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 0 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form1120PolFiledInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 326673 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 356730 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GamingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 0 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 74145 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 7217 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 4092 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 142600 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 142600 |
| IRS990EZ/LoansToFromOfficersAmt | 0 | 4378 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 1 |
| IRS990EZ/MembershipDuesAmt | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 318870 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 352024 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 318870 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 352024 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 4575 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 4 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 4 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 4 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 4 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 4 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 2 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Brian Carroll |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Craig Huther |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Luke Faulkner |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Jason Rodrigue |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Nicholas Panepinto |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | John Middleton |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Chairman |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Vice Chairman |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Property Manager |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Parlimentarian |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationFiled990TInd | 0 | 1 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 1 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 14860 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 13263 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 36416 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 8161 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Provide housing and mentorship to undergrad members. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 0 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 54675 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | 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. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 0 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 7803 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 4706 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 40991 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 74145 |
| IRS990EZ/TransactionWithControlEntInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt | 0 | 4378 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd | 0 | 1 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd | 0 | 0 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt | 0 | Property repair |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd | 0 | X |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt | 0 | 15000 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm | 0 | Frank Panczyszyn |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt | 0 | Member (former officer) |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd | 0 | 1 |
| IRS990ScheduleL/TotalBalanceDueAmt | 0 | 4378 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description;Amount^Unrealized Gains on Investments;8161^Total;8161^ |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description;Amount^Office Expenses;690|Real Estate Taxes;6063|Insurance;20799|Loan Interest;58|Events;5402|Donations Made;500|Bank Fees;1505|Federal Taxes;963|Collection and Management Expenses;436^Total;36416^ |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description;EOY Amount^Accounts Receivable;13263^Total;13263^ |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Description;EOY Amount^Notes Payable;4706^Total;4706^ |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part II, Line 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990-EZ, Part II, Line 26 |
| ReturnHeader/BuildTS | 0 | 2024-08-08 14:25:15Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Jason Rodrigue |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3152440172 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-07-26 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | LAMBDA PHI EPSILON ALUMNI ASSOCIATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | LAMB |
| ReturnHeader/Filer/EIN | 0 | 161490004 |
| ReturnHeader/Filer/PhoneNum | 0 | 3152440172 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 9 Wedgewood Way |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Porter Corners |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 12859 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/ReturnTs | 0 | 2024-07-26T09:39:06-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $356,730
- Liabilities
- $4,706
- Net assets
- $352,024
- Revenue
- $74,145
- Expenses
- $40,991
- Net income
- $33,154