Civic Intelligence

Lambda Phi Epsilon Alumni Association

990EZ • Fiscal year 2025 • EIN 16-1490004

Jul 01, 2024 to Jun 30, 2025 • Filed on Sep 16, 2025

Organization Profile
110 Brookline Rd Apt I4Ballston Spa, NY 12020

(518) 545-9597

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2025 filings • 501(c)7 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2025 filings • 501(c)7 • <$500k nonprofits • Source year 2025

Net Margin

94th percentile

39%

Higher net margin than 94% of similar nonprofits.

2025 filings • 501(c)7 • <$500k nonprofits • Source year 2025

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.

2025 filings • 501(c)7 • <$500k nonprofits • Source year 2025

Asset Growth

63rd percentile

7.3%

Faster asset growth than 63% of similar nonprofits.

2025 filings • 501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

58th percentile

7.1%

Faster revenue growth than 58% of similar nonprofits.

2025 filings • 501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$382,843

Up $26,113 (+7.3%) from 2024

Net Assets

Up

$382,843

Up $30,819 (+8.8%) from 2024

Liabilities

Down

$0

Down $4,706 (-100%) from 2024

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin94th percentile

Revenue

Up

$79,410

Up $5,265 (+7.1%) from 2024

Expenses

Up

$48,592

Up $7,601 (+19%) from 2024

Net Income

Down

$30,818

Down $2,336 (-7.0%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2025

Assets$382,843
Liabilities$0
Net Assets$382,843
Open 2025 Filing

Operations Trend

Revenue Growth58th 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

2025

Revenue$79,410
Expenses$48,592
Net Income$30,818
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 16, 2025
Return Version
2024v5.0
Gross Receipts
$79,410
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
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian CarrollChairman-$0--
Craig HutherVice Chairman-$0--
Luke FaulknerSecretary-$0--
Bailey PetersTreasurer-$0--
Nicholas PanepintoProperty Manager-$0--
John MiddletonParlimentarian-$0--
Filing and Contact Details

Filer

Filer Name
Lambda Phi Epsilon Alumni Association
EIN
16-1490004
Phone
5185459597
Address
110 Brookline Rd Apt I4, Ballston Spa, NY 12020

Signing Officer

Name
Bailey Peters
Title
Treasurer
Phone
5185459597
Signed
2025-09-16
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“Unrealized Gains on Investments”

Form 990-EZ, Part I, Line 16

“Description;Amount^Office Supplies and Software;690|Real Estate Taxes;6195|Property Insurance;19475|Facility Loan Interest;25|Alumni Events;2775|Alumni Gifts;103|Bad Debt Expenses;2185|Insurance;750|Uncollectable Pledge Expenses;1100|General Bank Charges;1012|Endowment Bank Charges;228|Taxes;649|General Management Expenses;150|Quickbooks Payments Charges and Fees;232^Total;35569^”

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;10769^Total;10769^”

Raw XML Appendix144 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/AddressChangeInd0X
IRS990EZ/BenefitsPaidToOrForMembersAmt00
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IRS990EZ/BooksInCareOfDetail/PhoneNum05185459597
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0110 Brookline Rd
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0Apt I-4
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ballston Spa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd012020
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0200867
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt030818
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt079410
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt08630
IRS990EZ/InvestmentIncomeAmt09701
IRS990EZ/LandAndBuildingsGrp/BOYAmt0142600
IRS990EZ/LandAndBuildingsGrp/EOYAmt0142600
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0352024
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0382843
IRS990EZ/OccupancyRentUtltsAndMaintAmt013023
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Brian Carroll
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Craig Huther
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Luke Faulkner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Bailey Peters
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/OrganizationFiled990TInd01
IRS990EZ/OrganizationHadUBIInd01
IRS990EZ/OtherAssetsTotalDetail/BOYAmt013263
IRS990EZ/OtherAssetsTotalDetail/EOYAmt010769
IRS990EZ/OtherChangesInNetAssetsAmt01
IRS990EZ/OtherExpensesTotalAmt035569
IRS990EZ/OtherRevenueTotalAmt05699
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Provide housing and mentorship to undergrad members.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt055380
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LPEAA 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/DescriptionProgramSrvcAccomTxt1LPEAA 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/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04706
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt048592
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt079410
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Unrealized Gains on Investments
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Office Supplies and Software;690|Real Estate Taxes;6195|Property Insurance;19475|Facility Loan Interest;25|Alumni Events;2775|Alumni Gifts;103|Bad Debt Expenses;2185|Insurance;750|Uncollectable Pledge Expenses;1100|General Bank Charges;1012|Endowment Bank Charges;228|Taxes;649|General Management Expenses;150|Quickbooks Payments Charges and Fees;232^Total;35569^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;Amount^Cumulative Rounding Error;1^Total;1^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description;EOY Amount^Accounts Receivable;10769^Total;10769^
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
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Bailey Peters
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05185459597
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAMBDA PHI EPSILON ALUMNI ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0LAMB
ReturnHeader/Filer/EIN0161490004
ReturnHeader/Filer/PhoneNum05185459597
ReturnHeader/Filer/USAddress/AddressLine1Txt0110 Brookline Rd Apt I4
ReturnHeader/Filer/USAddress/CityNm0Ballston Spa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012020
ReturnHeader/Form8822BAttachedInd0X
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/ReturnTs02025-09-22T08:25:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$382,843
Liabilities
$0
Net assets
$382,843
Revenue
$79,410
Expenses
$48,592
Net income
$30,818
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