Civic Intelligence

Pi Lambda Phi Educational Foundation Inc.

990EZ • Fiscal year 2014 • EIN 22-3115003

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 31, 2015

Organization ProfileN/A
177 Front Street44017-1919

(440) 325-4106

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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

92nd percentile

50%

Higher net margin than 92% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

69th percentile

16%

Faster asset growth than 69% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Revenue Growth

69th percentile

17%

Faster revenue growth than 69% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$276,568

Up $71,830 (+35%) from 2012

Net Assets

Up

$276,568

Up $71,830 (+35%) from 2012

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin92nd percentile

Revenue

Up

$75,182

Up $20,121 (+37%) from 2012

Expenses

Up

$37,522

Up $6,923 (+23%) from 2012

Net Income

Up

$37,660

Up $13,198 (+54%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2014

Assets$276,568
Liabilities$0
Net Assets$276,568
Open 2014 Filing

Operations Trend

Revenue Growth69th 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

2014

Revenue$75,182
Expenses$37,522
Net Income$37,660
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Aug 31, 2015
Return Version
2013v4.0
Gross Receipts
$75,182
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.$13,000$37,522
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES LUMANPresident-$0--
STEVE BREMSETHTreasurer-$0--
CHAD VEENTrustee-$0--
Filing and Contact Details

Filer

EIN
22-3115003
Phone
4403254106

Signing Officer

Name
Shawn Upchurch
Title
President
Phone
4403254106
Signed
2015-08-31
Discuss with paid preparer
Yes

Preparer

Preparer
David S Baldoza
Phone
2165248900
Supplemental Narrative

Additional Explanations

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

“Description: interest income. Amount: 148. Description: dividend income. Amount: 98. Total included on form 990-ez, line 4: 246.”

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

“Description: bank charges. Amount: 2,458. Description: event costs. Amount: 11,170. Description: insurance. Amount: 4,367. Description: web site and software. Amount: 5,192. Description: office expenses. Amount: 665. Description: taxes and licenses. Amount: 670. Total to form 990-ez, line 16: 24,522.”

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

“Description: unrealized gains. Amount: 2,113.”

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

“Description: marketable securities. Beg. Of year amount: 0. End of year amount: 4,088.”

Raw XML Appendix153 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10SHAWN UPCHURCH
IRS990EZ/BooksInCareOfDetail/PhoneNum04403254106
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10177 FRONT STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City0BEREA
IRS990EZ/BooksInCareOfDetail/USAddress/State0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode044017
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0236795
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0272480
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt074936
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt037660
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0236795
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0276568
IRS990EZ/GrantsAndSimilarAmountsPaidAmt013000
IRS990EZ/GrossReceiptsAmt075182
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0246
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0236795
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0276568
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0236795
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0276568
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARLES LUMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVE BREMSETH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHAD VEEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04088
IRS990EZ/OtherChangesInNetAssetsAmt02113
IRS990EZ/OtherExpensesTotalAmt024522
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/GrantsAndAllocationsAmt013000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt037522
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CT
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt037522
IRS990EZ/TotalProgramServiceExpensesAmt037522
IRS990EZ/TotalRevenueAmt075182
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt074936
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt056411
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt054863
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt074548
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt042627
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0303385
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0246
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0198
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0444
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99850
IRS990ScheduleA/PublicSupportPY170Pct00.99920
IRS990ScheduleA/PublicSupportTotal170Amt0303385
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt074936
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt056411
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt054863
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt074548
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt042627
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0303385
IRS990ScheduleA/TotalSupportAmt0303829
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: 148. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 98. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 246.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK CHARGES. AMOUNT: 2,458. DESCRIPTION: EVENT COSTS. AMOUNT: 11,170. DESCRIPTION: INSURANCE. AMOUNT: 4,367. DESCRIPTION: WEB SITE AND SOFTWARE. AMOUNT: 5,192. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 665. DESCRIPTION: TAXES AND LICENSES. AMOUNT: 670. TOTAL TO FORM 990-EZ, LINE 16: 24,522.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAINS. AMOUNT: 2,113.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: MARKETABLE SECURITIES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 4,088.
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
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/SignatureDt02015-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine10PI LAMBDA PHI EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine20FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PILA
ReturnHeader/Filer/EIN0223115003
ReturnHeader/Filer/PhoneNum04403254106
ReturnHeader/Filer/USAddress/AddressLine10177 FRONT STREET
ReturnHeader/Filer/USAddress/City0BEREA
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode0440171919
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311488076
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HOBE & LUCAS CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine104807 ROCKSIDE ROAD 510
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0INDEPENDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode044131
ReturnHeader/PreparerPersonGrp/PhoneNum02165248900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID S BALDOZA
ReturnHeader/ReturnTs02015-09-04T10:05:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$276,568
Liabilities
$0
Net assets
$276,568
Revenue
$75,182
Expenses
$37,522
Net income
$37,660
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