Civic Intelligence

Pi Lambda Phi Educational Foundation Inc.

990EZ • Fiscal year 2015 • EIN 22-3115003

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 03, 2015

Organization ProfileN/A
177 Front StreetBerea, OH 44017-1919

(440) 325-4106

Siviq Scores

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

Liabilities / Assets

68th percentile

0.03x

Higher debt load relative to assets than 68% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

81st percentile

0.10x

Higher debt load relative to revenue than 81% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

79th percentile

22%

Higher net margin than 79% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

63rd percentile

10%

Faster asset growth than 63% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$304,822

Up $28,254 (+10%) from 2014

Net Assets

Up

$296,378

Up $19,810 (+7.2%) from 2014

Liabilities

Up

$8,444

Up $8,444 from 2014

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin79th percentile

Revenue

Up

$86,578

Up $11,396 (+15%) from 2014

Expenses

Up

$67,313

Up $29,791 (+79%) from 2014

Net Income

Down

$19,265

Down $18,395 (-49%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$800K$600K$400K$200K$0Assets 2010: $228,787Net Assets 2010: $228,7872010Assets 2011: $180,276Liabilities 2011: $02011Assets 2012: $204,738Net Assets 2012: $204,7382012Assets 2014: $276,568Liabilities 2014: $0Net Assets 2014: $276,5682014Assets 2015: $304,822Liabilities 2015: $8,444Net Assets 2015: $296,3782015Assets 2016: $312,702Liabilities 2016: $6,610Net Assets 2016: $306,0922016Assets 2017: $267,776Liabilities 2017: $5,651Net Assets 2017: $262,1252017Assets 2018: $274,211Liabilities 2018: $940Net Assets 2018: $273,2712018Assets 2019: $307,317Liabilities 2019: $1,213Net Assets 2019: $306,1042019Assets 2020: $327,890Liabilities 2020: $5,402Net Assets 2020: $322,4882020Assets 2021: $433,589Liabilities 2021: $36,401Net Assets 2021: $397,1882021Assets 2022: $660,178Liabilities 2022: $35,277Net Assets 2022: $624,9012022Assets 2023: $676,459Liabilities 2023: $58,920Net Assets 2023: $617,5392023Assets 2024: $684,310Liabilities 2024: $71,901Net Assets 2024: $612,4092024

Highlighted filing

2015

Assets$304,822
Liabilities$8,444
Net Assets$296,378
Open 2015 Filing

Operations Trend

Revenue Growth68th percentile

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

$400K$200K$0-$200KRevenue 2010: $42,627Expenses 2010: $92,151Net Income 2010: -$49,5242010Revenue 2011: $74,548Expenses 2011: $123,059Net Income 2011: -$48,5112011Revenue 2012: $55,061Expenses 2012: $30,599Net Income 2012: $24,4622012Revenue 2014: $75,182Expenses 2014: $37,522Net Income 2014: $37,6602014Revenue 2015: $86,578Expenses 2015: $67,313Net Income 2015: $19,2652015Revenue 2016: $93,525Expenses 2016: $90,403Net Income 2016: $3,1222016Revenue 2017: $98,703Expenses 2017: $125,196Net Income 2017: -$26,4932017Revenue 2018: $96,185Expenses 2018: $84,801Net Income 2018: $11,3842018Revenue 2019: $76,207Expenses 2019: $51,674Net Income 2019: $24,5332019Revenue 2020: $97,926Expenses 2020: $87,706Net Income 2020: $10,2202020Revenue 2021: $206,433Expenses 2021: $125,310Net Income 2021: $81,1232021Revenue 2022: $375,524Expenses 2022: $86,626Net Income 2022: $288,8982022Revenue 2023: $143,703Expenses 2023: $160,084Net Income 2023: -$16,3812023Revenue 2024: $176,577Expenses 2024: $203,273Net Income 2024: -$26,6962024

Highlighted filing

2015

Revenue$86,578
Expenses$67,313
Net Income$19,265
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 3, 2015
Return Version
2014v5.0
Gross Receipts
$86,578
Mission and Program Overview

Mission

To fundraise and steward donations of alumni and friends of pilam in order to award scholarships and help fund other educational initiatives for its undergraduate members.

Provide educational programs and scholarships.

Program Services

DescriptionGrantsExpenses
THIRTEEN SCHOLARSHIPS WERE AWARDED TO QUALIFIED UNDERGRADUATE MEMBERS OF THE FRATERNITY.$26,500$67,313
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHAWN UPCHURCHPresidentPT$0--
CHAD VEENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Pi Lambda Phi Educational Foundation Inc
EIN
22-3115003
Phone
4403254106
Address
177 FRONT STREET, BEREA, OH 44017-1919

Signing Officer

Name
Shawn Upchurch
Title
President
Phone
4403254106
Signed
2015-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Hobe & Lucas Cpas
Address
4807 ROCKSIDE ROAD 510, INDEPENDENCE, OH 44131
Preparer
David S Baldoza
Phone
2165248900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 155. Description: dividend income. Amount: 115. Total included on form 990-ez, line 4: 270.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank charges. Amount: 334. Description: event costs. Amount: 13,476. Description: insurance. Amount: 3,909. Description: web site and software. Amount: 4,784. Description: office expenses. Amount: 5,239. Description: administration support. Amount: 10,707. Description: processing fees. Amount: 2,364. Total to form 990-ez, line 16: 40,813.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized gains. Amount: 545.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: marketable securities. Beg. Of year amount: 4,088. End of year amount: 4,633.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: accounts payable. Beg. Of year amount: 0. End of year amount: 8,444.”

Raw XML Appendix148 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SHAWN UPCHURCH
IRS990EZ/BooksInCareOfDetail/PhoneNum04403254106
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0177 FRONT STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEREA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd044017
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0272480
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0300189
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt086308
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt019265
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0276568
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0304822
IRS990EZ/GrantsAndSimilarAmountsPaidAmt026500
IRS990EZ/GrossReceiptsAmt086578
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0270
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0276568
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0296378
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0276568
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0296378
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHAWN UPCHURCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHAD VEEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04088
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04633
IRS990EZ/OtherChangesInNetAssetsAmt0545
IRS990EZ/OtherExpensesTotalAmt040813
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATIONAL PROGRAMS AND SCHOLARSHIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THIRTEEN SCHOLARSHIPS WERE AWARDED TO QUALIFIED UNDERGRADUATE MEMBERS OF THE FRATERNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt026500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt067313
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CT
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt08444
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt067313
IRS990EZ/TotalProgramServiceExpensesAmt067313
IRS990EZ/TotalRevenueAmt086578
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt086308
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt074936
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt056411
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt054863
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt074548
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0347066
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0270
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0246
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0198
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0714
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99790
IRS990ScheduleA/PublicSupportPY170Pct00.99850
IRS990ScheduleA/PublicSupportTotal170Amt0347066
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt086308
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt074936
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt056411
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt054863
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt074548
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0347066
IRS990ScheduleA/TotalSupportAmt0347780
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 155. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 115. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 270.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK CHARGES. AMOUNT: 334. DESCRIPTION: EVENT COSTS. AMOUNT: 13,476. DESCRIPTION: INSURANCE. AMOUNT: 3,909. DESCRIPTION: WEB SITE AND SOFTWARE. AMOUNT: 4,784. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 5,239. DESCRIPTION: ADMINISTRATION SUPPORT. AMOUNT: 10,707. DESCRIPTION: PROCESSING FEES. AMOUNT: 2,364. TOTAL TO FORM 990-EZ, LINE 16: 40,813.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAINS. AMOUNT: 545.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: MARKETABLE SECURITIES. BEG. OF YEAR AMOUNT: 4,088. END OF YEAR AMOUNT: 4,633.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 8,444.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAWN UPCHURCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04403254106
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PI LAMBDA PHI EDUCATIONAL FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PILA
ReturnHeader/Filer/EIN0223115003
ReturnHeader/Filer/PhoneNum04403254106
ReturnHeader/Filer/USAddress/AddressLine1Txt0177 FRONT STREET
ReturnHeader/Filer/USAddress/CityNm0BEREA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0440171919
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311488076
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOBE & LUCAS CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04807 ROCKSIDE ROAD 510
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDEPENDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044131
ReturnHeader/PreparerPersonGrp/PhoneNum02165248900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID S BALDOZA
ReturnHeader/ReturnTs02015-11-06T07:11:59-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$304,822
Liabilities
$8,444
Net assets
$296,378
Revenue
$86,578
Expenses
$67,313
Net income
$19,265
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.84$0.72$6.12$1.77$2.03$0.27
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.76$0.59$6.18$1.44$1.60$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.60$0.35$6.25$3.76$0.87$2.89
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.34$0.36$3.97$2.06$1.25$0.81
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.28$0.05$3.22$0.98$0.88$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.07$0.01$3.06$0.76$0.52$0.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$0.01$2.73$0.96$0.85$0.11
2017Detailed filing. Detailed filing data is available for this year.$2.68$0.06$2.62$0.99$1.25$0.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.13$0.07$3.06$0.94$0.90$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.05$0.08$2.96$0.87$0.67$0.19
2014Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.75$0.38$0.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.05$2.05$0.55$0.31$0.24
2011Summary only. Only limited summary data is available for this year.$1.80$0.00$0.75$1.23$0.49
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$2.29$0.43$0.92$0.50