Civic Intelligence

Pi Lambda Phi Educational Foundation Inc.

990EZ • Fiscal year 2016 • EIN 22-3115003

Jul 01, 2015 to Jun 30, 2016 • Filed on May 15, 2017

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

66th percentile

0.02x

Higher debt load relative to assets than 66% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

79th percentile

0.07x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

51st percentile

3.3%

Higher net margin than 51% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

52nd percentile

2.6%

Faster asset growth than 52% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

61st percentile

8.0%

Faster revenue growth than 61% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$312,702

Up $7,880 (+2.6%) from 2015

Net Assets

Up

$306,092

Up $9,714 (+3.3%) from 2015

Liabilities

Down

$6,610

Down $1,834 (-22%) from 2015

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin51st percentile

Revenue

Up

$93,525

Up $6,947 (+8.0%) from 2015

Expenses

Up

$90,403

Up $23,090 (+34%) from 2015

Net Income

Down

$3,122

Down $16,143 (-84%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2016

Assets$312,702
Liabilities$6,610
Net Assets$306,092
Open 2016 Filing

Operations Trend

Revenue Growth61st 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

2016

Revenue$93,525
Expenses$90,403
Net Income$3,122
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 15, 2017
Return Version
2015v3.0
Gross Receipts
$93,525
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.

The organization provides educational programs and scholarships.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDED SCHOLARSHIPS TOTALING 20,500 TO NINETEEN DESERVING STUDENTS.$25,065$25,065
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHAWN M UPCHURCHPresidentPT$0--
ROGER ORLOFFTreasurerPT$0--
CHIP LUMANPresident Em-$0--
DAN SCOTTTrustee-$0--
JACK MARSHTrustee-$0--
GARY SANDERSTrustee-$0--
DAVE LABANCTrustee-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Shawn M Upchurch
Title
President
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
David S Baldoza CPA & Associates LLC
Address
419 MAIN STREET SUITE D, GRAFTON, OH 44044-1253
Preparer
David S Baldoza
Phone
4407738391
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“20,500 0 0”

Form 990-ez, Part I, Line 16

“Expenses 4,858 4,221 3,912 conferences & conventions 13,658 professional fees 21,655 registration fees 950 total 49,254”

Form 990-ez, Part I, Line 20

“Cash value life insurance 6,974 unrealized (loss) on securities -382”

Form 990-ez, Part II, Line 24

“Accounts receivable 0 3,341 marketable securities 4,633 4,251 cash value life insurance 0 6,974 total 4,633 14,566”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 8,444 6,610”

Raw XML Appendix158 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SHAWN UPCHURCH
IRS990EZ/BooksInCareOfDetail/PhoneNum04403254106
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0177 FRONT STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEREA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd044017
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0300189
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0298136
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt093320
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03122
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0304822
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0312702
IRS990EZ/GrantsAndSimilarAmountsPaidAmt025065
IRS990EZ/GrossReceiptsAmt093525
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0205
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0296378
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0306092
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0296378
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0306092
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHAWN M UPCHURCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROGER ORLOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHIP LUMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAN SCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JACK MARSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GARY SANDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DAVE LABANC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT EM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04633
IRS990EZ/OtherAssetsTotalDetail/EOYAmt014566
IRS990EZ/OtherChangesInNetAssetsAmt06592
IRS990EZ/OtherExpensesTotalAmt049254
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION PROVIDES EDUCATIONAL PROGRAMS AND SCHOLARSHIPS.
IRS990EZ/PrintingPublicationsPostageAmt016084
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDED SCHOLARSHIPS TOTALING 20,500 TO NINETEEN DESERVING STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt025065
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025065
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt08444
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06610
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt090403
IRS990EZ/TotalProgramServiceExpensesAmt025065
IRS990EZ/TotalRevenueAmt093525
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt093320
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt086308
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt074936
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt056411
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt054863
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0365838
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0205
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0270
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0246
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0198
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0919
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0205
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99750
IRS990ScheduleA/PublicSupportPY170Pct00.99790
IRS990ScheduleA/PublicSupportTotal170Amt0365838
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt093320
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt086308
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt074936
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt056411
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt054863
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0365838
IRS990ScheduleA/TotalSupportAmt0366757
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/ExplanationTxt020,500 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES 4,858 4,221 3,912 CONFERENCES & CONVENTIONS 13,658 PROFESSIONAL FEES 21,655 REGISTRATION FEES 950 TOTAL 49,254
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CASH VALUE LIFE INSURANCE 6,974 UNREALIZED (LOSS) ON SECURITIES -382
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 0 3,341 MARKETABLE SECURITIES 4,633 4,251 CASH VALUE LIFE INSURANCE 0 6,974 TOTAL 4,633 14,566
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 8,444 6,610
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAWN M UPCHURCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PI LAMBDA PHI EDUCATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PILA
ReturnHeader/Filer/EIN0223115003
ReturnHeader/Filer/USAddress/AddressLine1Txt0177 FRONT STREET
ReturnHeader/Filer/USAddress/CityNm0BEREA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0440171919
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID S BALDOZA CPA & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0419 MAIN STREET SUITE D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRAFTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0440441253
ReturnHeader/PreparerPersonGrp/PhoneNum04407738391
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID S BALDOZA
ReturnHeader/ReturnTs02017-04-20T22:15:47+00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$312,702
Liabilities
$6,610
Net assets
$306,092
Revenue
$93,525
Expenses
$90,403
Net income
$3,122
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
2016Detailed filing. Detailed filing data is available for this year.$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