Civic Intelligence

Pi Lambda Phi Educational Foundation Inc.

990 • Fiscal year 2022 • EIN 22-3115003

Jul 01, 2021 to Jun 30, 2022 • Filed on Dec 21, 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

61st percentile

0.05x

Higher debt load relative to assets than 61% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

67th percentile

0.09x

Higher debt load relative to revenue than 67% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

96th percentile

77%

Higher net margin than 96% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

87th percentile

52%

Faster asset growth than 87% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

86th percentile

82%

Faster revenue growth than 86% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$660,178

Up $226,589 (+52%) from 2021

Net Assets

Up

$624,901

Up $227,713 (+57%) from 2021

Liabilities

Down

$35,277

Down $1,124 (-3.1%) from 2021

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin96th percentile

Revenue

Up

$375,524

Up $169,091 (+82%) from 2021

Expenses

Down

$86,626

Down $38,684 (-31%) from 2021

Net Income

Up

$288,898

Up $207,775 (+256%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2022

Assets$660,178
Liabilities$35,277
Net Assets$624,901
Open 2022 Filing

Operations Trend

Revenue Growth86th 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

2022

Revenue$375,524
Expenses$86,626
Net Income$288,898
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Dec 21, 2022
Return Version
2021v4.2
Gross Receipts
$794,668
Mission and Program Overview

Mission

The organization provides educational programs and scholarships.

To fundraise and steward donations in order to award scholarships and assist other educuational initiatives of undergraduate members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$380,305$644,667▲ $264,362
Cash and Non-Interest-Bearing Accounts$48,553$9,065▼ $39,488
Investments in Publicly Traded Securities$4,731$6,446▲ $1,715
Total Assets$433,589$660,178▲ $226,589
Liabilities
Accounts Payable and Accrued Expenses$36,401$35,277▼ $1,124
Total Liabilities$36,401$35,277▼ $1,124
Net Assets / Fund Balance
Net Assets With Donor Restrictions$311,601$336,101▲ $24,500
Net Assets Without Donor Restrictions$85,587$288,800▲ $203,213
Total Net Assets Fund Balance$397,188$624,901▲ $227,713
Total Liabilities and Net Assets / Fund Balance$433,589$660,178▲ $226,589

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$90,905--
Compensation and Service Providers
Top Officer Pay53rd 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
$377,459
Program Service Revenue
$0
Investment Income
$-1,935
Other Revenue
$0
All Other Contributions
$377,459
Change in Net Assets
$288,898
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$62,326
Grants and Similar Amounts Paid$24,300
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$24,300--$24,300
Fees for Services Other$8,784--$8,784
Fees for Services Accounting$7,615--$7,615
Insurance$2,328--$2,328
Information Technology$1,721--$1,721
Other Expenses$250--$250
Total Functional Expenses$86,626$0$0$86,626
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
Annual disclosure for covered persons
Yes
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
Yes
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.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Gary sanders - 12360 locust street, brighton, co 80602. Roger orloff - 3499 browning lane ne, atlanta, ga 30319. James b. Morris jr. - 201 shetland hills drive, lutherville, md 21093. Mike mabunay - 10 morning star drive, sparta, nj 07871. Travis collings - 21 wormwood street, unit 503, boston, ma 02210.”

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
2022-12-21
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
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Charitable registration fees: program service expenses 5,959. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,959. Investement fees: program service expenses 2,825. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,825.”

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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2634839
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2756971
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2890905
IRS990ScheduleD/OtherSecuritiesGrp/Desc0JPMORGAN TR II
IRS990ScheduleD/OtherSecuritiesGrp/Desc1FIDELITY SALEM STR TR
IRS990ScheduleD/OtherSecuritiesGrp/Desc2JPMOGRAN EXCHANGE
IRS990ScheduleD/OtherSecuritiesGrp/Desc3JPMORGAN EXCHANGE
IRS990ScheduleD/OtherSecuritiesGrp/Desc4JPMORGAN EXCHANGE
IRS990ScheduleD/OtherSecuritiesGrp/Desc5JPMORGAN EXCHANGE
IRS990ScheduleD/OtherSecuritiesGrp/Desc6SIX CIRCLES TR
IRS990ScheduleD/OtherSecuritiesGrp/Desc7SIX CIRCLES TR
IRS990ScheduleD/OtherSecuritiesGrp/Desc8ISHARES TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc9ISHARES TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc10ISHARES TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc11JPMORGAN TR II
IRS990ScheduleD/OtherSecuritiesGrp/Desc12ROWE T PRICE NEW INCOME
IRS990ScheduleD/OtherSecuritiesGrp/Desc13SIX CIRCLES TR
IRS990ScheduleD/OtherSecuritiesGrp/Desc14SIX CIRCLES TR
IRS990ScheduleD/OtherSecuritiesGrp/Desc15SIX CIRCLES TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc16VANGUARD SHORT TERM BOND
IRS990ScheduleD/OtherSecuritiesGrp/Desc17VANGUARD TOTAL BOND
IRS990ScheduleD/OtherSecuritiesGrp/Desc18VANGUARD TOTAL
IRS990ScheduleD/OtherSecuritiesGrp/Desc19CHASE DEPOSIT SWEEP MDG
IRS990ScheduleD/OtherSecuritiesGrp/Desc20ISHARES TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc21JPMORGAN TR I
IRS990ScheduleD/OtherSecuritiesGrp/Desc22JPMORGAN TR I
IRS990ScheduleD/OtherSecuritiesGrp/Desc23PIMCO INVESTEMENT GRAD
IRS990ScheduleD/OtherSecuritiesGrp/Desc24SIX CIRCLES TR
IRS990ScheduleD/OtherSecuritiesGrp/Desc25SIX CIRCLES TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc26VANGUARD BOND INDEX FD
IRS990ScheduleD/OtherSecuritiesGrp/Desc27VANGUARD TOTAL BOND
IRS990ScheduleD/OtherSecuritiesGrp/Desc28VANGUARD TOTAL
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
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/OtherSecuritiesGrp/MethodValuationCd13F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd14F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd15F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd16F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd17F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd18F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd19F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd20F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd21F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd22F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd23F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd24F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd25F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd26F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd27F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd28F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0644667
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt024300
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt026
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/ExplanationTxt2GARY SANDERS - 12360 LOCUST STREET, BRIGHTON, CO 80602. ROGER ORLOFF - 3499 BROWNING LANE NE, ATLANTA, GA 30319. JAMES B. MORRIS JR. - 201 SHETLAND HILLS DRIVE, LUTHERVILLE, MD 21093. MIKE MABUNAY - 10 MORNING STAR DRIVE, SPARTA, NJ 07871. TRAVIS COLLINGS - 21 WORMWOOD STREET, UNIT 503, BOSTON, MA 02210.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHARITABLE REGISTRATION FEES: PROGRAM SERVICE EXPENSES 5,959. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,959. INVESTEMENT FEES: PROGRAM SERVICE EXPENSES 2,825. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,825.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/StatesWhereCopyOfReturnIsFldCd1MS
IRS990/StatesWhereCopyOfReturnIsFldCd2AL
IRS990/StatesWhereCopyOfReturnIsFldCd3CA
IRS990/StatesWhereCopyOfReturnIsFldCd4CO
IRS990/StatesWhereCopyOfReturnIsFldCd5DC
IRS990/StatesWhereCopyOfReturnIsFldCd6FL
IRS990/StatesWhereCopyOfReturnIsFldCd7GA
IRS990/StatesWhereCopyOfReturnIsFldCd8IL
IRS990/StatesWhereCopyOfReturnIsFldCd9KS
IRS990/StatesWhereCopyOfReturnIsFldCd10KY
IRS990/StatesWhereCopyOfReturnIsFldCd11ME
IRS990/StatesWhereCopyOfReturnIsFldCd12MD
IRS990/StatesWhereCopyOfReturnIsFldCd13MA
IRS990/StatesWhereCopyOfReturnIsFldCd14MI
IRS990/StatesWhereCopyOfReturnIsFldCd15MS
IRS990/StatesWhereCopyOfReturnIsFldCd16NV
IRS990/StatesWhereCopyOfReturnIsFldCd17NH
IRS990/StatesWhereCopyOfReturnIsFldCd18NJ
IRS990/StatesWhereCopyOfReturnIsFldCd19NM
IRS990/StatesWhereCopyOfReturnIsFldCd20NY
IRS990/StatesWhereCopyOfReturnIsFldCd21NC
IRS990/StatesWhereCopyOfReturnIsFldCd22OH
IRS990/StatesWhereCopyOfReturnIsFldCd23OK
IRS990/StatesWhereCopyOfReturnIsFldCd24PA
IRS990/StatesWhereCopyOfReturnIsFldCd25RI
IRS990/StatesWhereCopyOfReturnIsFldCd26SC
IRS990/StatesWhereCopyOfReturnIsFldCd27TN
IRS990/StatesWhereCopyOfReturnIsFldCd28VA
IRS990/StatesWhereCopyOfReturnIsFldCd29WA
IRS990/StatesWhereCopyOfReturnIsFldCd30WI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0433589
IRS990/TotalAssetsEOYAmt0660178
IRS990/TotalAssetsGrp/BOYAmt0433589
IRS990/TotalAssetsGrp/EOYAmt0660178
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0377459
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$660,178
Liabilities
$35,277
Net assets
$624,901
Revenue
$375,524
Expenses
$86,626
Net income
$288,898
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
2022Detailed filing. Detailed filing data is available for this year.$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