Civic Intelligence

Pi Lambda Phi Educational Foundation Inc.

990 • Fiscal year 2021 • EIN 22-3115003

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 24, 2022

Organization ProfileN/A
12360 Locust StreetBrighton, CO 80602

(703) 774-6545

Siviq Scores

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

Liabilities / Assets

76th percentile

0.08x

Higher debt load relative to assets than 76% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

83rd percentile

0.18x

Higher debt load relative to revenue than 83% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

81st percentile

39%

Higher net margin than 81% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

73rd percentile

32%

Faster asset growth than 73% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

87th percentile

111%

Faster revenue growth than 87% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$433,589

Up $105,699 (+32%) from 2020

Net Assets

Up

$397,188

Up $74,700 (+23%) from 2020

Liabilities

Up

$36,401

Up $30,999 (+574%) from 2020

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin81st percentile

Revenue

Up

$206,433

Up $108,507 (+111%) from 2020

Expenses

Up

$125,310

Up $37,604 (+43%) from 2020

Net Income

Up

$81,123

Up $70,903 (+694%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2021

Assets$433,589
Liabilities$36,401
Net Assets$397,188
Open 2021 Filing

Operations Trend

Revenue Growth87th 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

2021

Revenue$206,433
Expenses$125,310
Net Income$81,123
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 24, 2022
Return Version
2020v4.1
Gross Receipts
$338,860
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$299,538$380,305▲ $80,767
Cash and Non-Interest-Bearing Accounts$24,230$48,553▲ $24,323
Investments in Publicly Traded Securities$4,122$4,731▲ $609
Total Assets$327,890$433,589▲ $105,699
Liabilities
Accounts Payable and Accrued Expenses$5,402$36,401▲ $30,999
Total Liabilities$5,402$36,401▲ $30,999
Net Assets / Fund Balance
Net Assets With Donor Restrictions$299,538$311,601▲ $12,063
Net Assets Without Donor Restrictions$22,950$85,587▲ $62,637
Total Net Assets Fund Balance$322,488$397,188▲ $74,700
Total Liabilities and Net Assets / Fund Balance$327,890$433,589▲ $105,699

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,970--
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Gary SandersPresident
Mike MabunayVice President
Travis CollingsTrustee
Roger OrloffSecretary
James B Morris JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$193,111
Program Service Revenue
$0
Investment Income
$13,322
Other Revenue
$0
All Other Contributions
$193,111
Change in Net Assets
$81,123
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$66,945
Grants and Similar Amounts Paid$58,365
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$32,000--$32,000
Grants to Domestic Orgs$26,365--$26,365
Information Technology$9,880--$9,880
Insurance$7,817--$7,817
Fees for Services Accounting$7,690--$7,690
Fees for Services Legal$3,238--$3,238
Fees for Service Investment Mgmnt Fees$1,812--$1,812
Other Expenses$1,217--$1,217
All Other Expenses$88--$88
Total Functional Expenses$125,310$0$0$125,310
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pi Lambda Phi FraternityBeaverton, OR501(c)(3)To Award Scholarships and Assist Other Educuational Initiatives of Undergraduate Members$20,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Federal form 990 is prepared by the foundation's accountant and is reviewed by the board of directors for approval prior to its filing.”

Form 990, Part VI, Section C, Line 19

“The organization will, upon request, provide copies of the governing documents and financial statements to the public.”

Filing and Contact Details

Filer

Filer Name
Pi Lambda Phi Educational
EIN
22-3115003
Phone
7037746545
Address
12360 LOCUST STREET, BRIGHTON, CO 80602

Signing Officer

Name
James B Morris Jr
Title
Treasurer
Phone
7037746545
Signed
2022-01-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James B Morris Jr
Formed
1991
Legal Domicile
Ct
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Hobe & Lucas Cpas
Address
4807 ROCKSIDE ROAD 510, INDEPENDENCE, OH 44131
Preparer
David S Baldoza
Phone
2165248900
Raw XML AppendixShowing 400 of 425 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.

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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd8F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd9F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd10F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd11F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd12F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0380305
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt032000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS TO INDIVIDUALS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt026
IRS990ScheduleI/RecipientTable/CashGrantAmt020000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO AWARD SCHOLARSHIPS AND ASSIST OTHER EDUCUATIONAL INITIATIVES OF UNDERGRADUATE MEMBERS
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FEDERAL FORM 990 IS PREPARED BY THE FOUNDATION'S ACCOUNTANT AND IS REVIEWED BY THE BOARD OF DIRECTORS FOR APPROVAL PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION WILL, UPON REQUEST, PROVIDE COPIES OF THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/StatesWhereCopyOfReturnIsFldCd1AL
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IRS990/StatesWhereCopyOfReturnIsFldCd3CT
IRS990/StatesWhereCopyOfReturnIsFldCd4WA
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IRS990/StatesWhereCopyOfReturnIsFldCd6NH
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IRS990/StatesWhereCopyOfReturnIsFldCd8VA
IRS990/StatesWhereCopyOfReturnIsFldCd9GA
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IRS990/StatesWhereCopyOfReturnIsFldCd29OK
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES B MORRIS JR
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ReturnHeader/BusinessOfficerGrp/PhoneNum07037746545
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-24

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$433,589
Liabilities
$36,401
Net assets
$397,188
Revenue
$206,433
Expenses
$125,310
Net income
$81,123
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
2021Detailed filing. Detailed filing data is available for this year.$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