Civic Intelligence

Pi Lambda Phi Educational Foundation Inc.

990 • Fiscal year 2025 • EIN 22-3115003

Jul 01, 2024 to Jun 30, 2025

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

68th percentile

0.08x

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

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

81st percentile

0.24x

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

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

63rd percentile

9.1%

Faster asset growth than 63% of similar nonprofits.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

85th percentile

46%

Faster revenue growth than 85% of similar nonprofits.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$746,512

Up $62,202 (+9.1%) from 2024

Net Assets

Up

$685,551

Up $73,142 (+12%) from 2024

Liabilities

Down

$60,961

Down $10,940 (-15%) from 2024

Revenue

Up

$257,161

Up $80,584 (+46%) from 2024

Expenses

Up

$212,836

Up $9,563 (+4.7%) from 2024

Net Income

Up

$44,325

Up $71,021 (+266%) from 2024

Historical Trend

Balance Sheet Trend

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: $612,4092024Assets 2025: $746,512Liabilities 2025: $60,961Net Assets 2025: $685,5512025

Highlighted filing

2025

Assets$746,512
Liabilities$60,961
Net Assets$685,551

Operations Trend

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: -$26,6962024Revenue 2025: $257,161Expenses 2025: $212,836Net Income 2025: $44,3252025

Highlighted filing

2025

Revenue$257,161
Expenses$212,836
Net Income$44,325
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Apr 16, 2026
Return Version
2024v5.5
Gross Receipts
$674,566
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.

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$619,349$698,353▲ $79,004
Cash and Non-Interest-Bearing Accounts$56,544$39,775▼ $16,769
Investments in Publicly Traded Securities$7,204$7,796▲ $592
Accounts Receivable$1,213$588▼ $625
Total Assets$684,310$746,512▲ $62,202
Liabilities
Accounts Payable and Accrued Expenses$71,901$60,961▼ $10,940
Total Liabilities$71,901$60,961▼ $10,940
Net Assets / Fund Balance
Net Assets With Donor Restrictions$384,932$481,675▲ $96,743
Net Assets Without Donor Restrictions$227,477$203,876▼ $23,601
Total Net Assets Fund Balance$612,409$685,551▲ $73,142
Total Liabilities and Net Assets / Fund Balance$684,310$746,512▲ $62,202

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$42,085--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Gary SandersPresident
Travis CollingsVice President
Dan ScottTrustee
Daniel WebsterTrustee
Robert D KlausnerTrustee
Roger OrloffSecretary
James B Morris JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$239,009
Program Service Revenue
$0
Investment Income
$18,152
Other Revenue
$0
All Other Contributions
$239,009
Change in Net Assets
$44,325

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$42,013Fair Market Value
Total Noncash Contributions2$42,013-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$104,633
Total Fundraising Expense$101,446
Grants and Similar Amounts Paid$57,187
Salaries, Compensation, and Employee Benefits$51,016
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,526$4,526$36,206$45,258
Grants to Domestic Orgs$32,187--$32,187
Fees for Services Other-$2,265$23,440$25,705
Grants to Domestic Individuals$25,000--$25,000
Fees for Services Accounting-$17,037-$17,037
Fees for Services Management$1,600$8,000$6,400$16,000
Information Technology-$6,279$411$6,690
Payroll Taxes$393$396$3,159$3,948
Fees for Service Investment Mgmnt Fees-$3,686-$3,686
Insurance-$3,422-$3,422
Pension Plan Contributions$181$181$1,448$1,810
Fees for Services Legal-$1,392-$1,392
Other Expenses--$1,008$1,008
Office Expenses-$319-$319
Total Functional Expenses$63,887$47,503$101,446$212,836
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pi Lambda Phi FraternityGreenwich, CT501(c)(7)GRANT FOR PURPOSES OF PRODUCING AND CONDUCTING THE LEADERSHIP INSTITUTE FOR THE OFFICERS OF THE FRATERNITY'S UNDERGRADUATE CHAPTERS.$16,150
Lehigh University FoundationBethlehem, PA501(c)(3)Grant for Purposes of Furnishing and Educational Equipment for Chapter House.$15,429
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
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

Travis collings - 21 wormwood street, unit 503, boston, ma 02210. James b. Morris jr. - 201 shetland hills drive, lutherville, md 21093. Roger orloff - 3499 browning lane ne, brookhaven, ga 30319. Dan scott - 2765 woodlawn dr, northbrook, il 60062. Robert d klausner - 7080 nw 4th st, plantation, fl 33317. Daniel webster - 140 spyglass hill rd, san jose, ca 95127.

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
2026-04-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James B Morris Jr
Formed
1991
Legal Domicile
Ct
Voting Board Members
7
Independent Board Members
7
Employees
1
Volunteers
0

Preparer

Firm
Hobe & Lucas Cpas
Address
6000 FREEDOM SQUARE DRIVE 550, 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 0. Management and general expenses 0. Fundraising expenses 18,612. Total expenses 18,612. Credit card processing fees: program service expenses 0. Management and general expenses 0. Fundraising expenses 4,828. Total expenses 4,828. Professional dues: program service expenses 0. Management and general expenses 500. Fundraising expenses 0. Total expenses 500. Payroll processing: program service expenses 0. Management and general expenses 1,765. Fundraising expenses 0. Total expenses 1,765.

Raw XML AppendixShowing 400 of 538 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
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt071901
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt060961
IRS990/AccountsReceivableGrp/BOYAmt01213
IRS990/AccountsReceivableGrp/EOYAmt0588
IRS990/AcctCompileOrReviewBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO FUNDRAISE AND STEWARD DONATIONS IN ORDER TO AWARD SCHOLARSHIPS AND ASSIST OTHER EDUCUATIONAL INITIATIVES OF UNDERGRADUATE MEMBERS.
IRS990/AllOtherContributionsAmt0239009
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DAVID S BALDOZA CPA
IRS990/BooksInCareOfDetail/PhoneNum04407738391
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06000 FREEDOM SQUARE DRIVE STE 550
IRS990/BooksInCareOfDetail/USAddress/CityNm0INDEPENDENCE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd044131
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt056544
IRS990/CashNonInterestBearingGrp/EOYAmt039775
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0239009
IRS990/CYGrantsAndSimilarPaidAmt057187
IRS990/CYInvestmentIncomeAmt018152
IRS990/CYOtherExpensesAmt0104633
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt044325
IRS990/CYSalariesCompEmpBnftPaidAmt051016
IRS990/CYTotalExpensesAmt0212836
IRS990/CYTotalFundraisingExpenseAmt0101446
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0257161
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE ORGANIZATION RECEIVES DONATIONS FROM ALUMI AND FRIENDS OF PILAM IN ORDER TO PROVIDE GRANTS TO INDIVIDUALS AND ELIGIBLE ORGANIZATIONS. DURING THE YEAR ENDED JUNE 30, 2025, A TOTAL OF 18 SCHOLARSHIPS WERE AWARDED TO 18 STUDENTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd01
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0384932
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0481675
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt063887
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt017037
IRS990/FeesForServicesAccountingGrp/TotalAmt017037
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01392
IRS990/FeesForServicesLegalGrp/TotalAmt01392
IRS990/FeesForServicesManagementGrp/FundraisingAmt06400
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt08000
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt01600
IRS990/FeesForServicesManagementGrp/TotalAmt016000
IRS990/FeesForServicesOtherGrp/FundraisingAmt023440
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02265
IRS990/FeesForServicesOtherGrp/TotalAmt025705
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt03686
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03686
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0GARY SANDERS
IRS990/Form990PartVIISectionAGrp/PersonNm1TRAVIS COLLINGS
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMES B MORRIS JR
IRS990/Form990PartVIISectionAGrp/PersonNm3ROGER ORLOFF
IRS990/Form990PartVIISectionAGrp/PersonNm4DAN SCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm5ROBERT D KLAUSNER
IRS990/Form990PartVIISectionAGrp/PersonNm6DANIEL WEBSTER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-7968
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt057187
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt025000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt025000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt032187
IRS990/GrantsToDomesticOrgsGrp/TotalAmt032187
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0409437
IRS990/GrossReceiptsAmt0674566
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0411
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt06279
IRS990/InformationTechnologyGrp/TotalAmt06690
IRS990/InsuranceGrp/ManagementAndGeneralAmt03422
IRS990/InsuranceGrp/TotalAmt03422
IRS990/InvestmentIncomeGrp/ExclusionAmt026120
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt026120
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0619349
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0698353
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07204
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07796
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0417405
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0612409
IRS990/NetAssetsOrFundBalancesEOYAmt0685551
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-7968
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-7968
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt028817
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0227477
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0203876
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt042013
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0319
IRS990/OfficeExpensesGrp/TotalAmt0319
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FUNDRAISING SOLICITATIO
IRS990/OtherExpensesGrp/Desc1DATABASE QUALITY
IRS990/OtherExpensesGrp/Desc2TRAVEL AND EVENT COSTS
IRS990/OtherExpensesGrp/FundraisingAmt018029
IRS990/OtherExpensesGrp/FundraisingAmt111345
IRS990/OtherExpensesGrp/FundraisingAmt21008
IRS990/OtherExpensesGrp/TotalAmt018029
IRS990/OtherExpensesGrp/TotalAmt111345
IRS990/OtherExpensesGrp/TotalAmt21008
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt036206
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt04526
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04526
IRS990/OtherSalariesAndWagesGrp/TotalAmt045258
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03159
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0396
IRS990/PayrollTaxesGrp/ProgramServicesAmt0393
IRS990/PayrollTaxesGrp/TotalAmt03948
IRS990/PensionPlanContributionsGrp/FundraisingAmt01448
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0181
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0181
IRS990/PensionPlanContributionsGrp/TotalAmt01810
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JAMES B MORRIS JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0158728
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt066000
IRS990/PYInvestmentIncomeAmt017849
IRS990/PYOtherExpensesAmt0101873
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-26696
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0203273
IRS990/PYTotalProfFndrsngExpnsAmt035400
IRS990/PYTotalRevenueAmt0176577
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt044325
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0238759
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0238759
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0158728
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0133371
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0377459
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0193111
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01101428
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt026120
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt023178
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt025473
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012329
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt013322
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0100422
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.91640
IRS990ScheduleA/PublicSupportPY170Pct00.91940
IRS990ScheduleA/PublicSupportTotal170Amt01101428
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0238759
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0158728
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0133371
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0377459
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0193111
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01101428
IRS990ScheduleA/TotalSupportAmt01201850
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt0116008
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt020429
IRS990ScheduleD/DonorAdvisedFundsHeldCnt05
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0181752
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt04144
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt115282
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt225129
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3120534
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt420187
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5110853
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt654820
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt730311
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt814938
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt920256
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1050544
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1135631
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt123616
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1334291
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt141937
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt151962
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt162965
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt178776
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1820340
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt191915
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt207793
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt211954
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2230889
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt231910
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt247759
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt253897
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2623635
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2742085
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CHASE DEPOSIT SWEEP
IRS990ScheduleD/OtherSecuritiesGrp/Desc1ISHARES TRUST EMERGING MARKETS BOND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2JPMORGAN TRII MTG BACKED SECS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3SIX CIRCLES TR GLOBAL BD FD
IRS990ScheduleD/OtherSecuritiesGrp/Desc4SIX CIRCLES TRUST CREDIT OPPORTUNITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc5VANGUARD TOTAL INTERNATIONAL BOND
IRS990ScheduleD/OtherSecuritiesGrp/Desc6ISHARES TR CORE INTL AGGREGATE ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc7ISHARES TRUST US TREASURY BOND
IRS990ScheduleD/OtherSecuritiesGrp/Desc8JPMORGAN TR I INCOME FD
IRS990ScheduleD/OtherSecuritiesGrp/Desc9PIMCO INCOME FD INSTL CL
IRS990ScheduleD/OtherSecuritiesGrp/Desc10PIMCO INVESTMENT GRADE CREDIT BOND
IRS990ScheduleD/OtherSecuritiesGrp/Desc11VANGUARD FIXED INCOME SECS INTER TERM
IRS990ScheduleD/OtherSecuritiesGrp/Desc12JP MORGAN TR II US GOVT MONEY MARKET
IRS990ScheduleD/OtherSecuritiesGrp/Desc13FIDELITY SALEM STR TR 500 INDEX
IRS990ScheduleD/OtherSecuritiesGrp/Desc14J P MORGAN EXCHANGE TRADED FD ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc15J P MORGAN EXCHANGE DEVELOPED ASIA
IRS990ScheduleD/OtherSecuritiesGrp/Desc16J P MORGAN EXCHANGE TRADED JAPAN
IRS990ScheduleD/OtherSecuritiesGrp/Desc17SIX CIRCLES TR INTL UNCONSTRAINED
IRS990ScheduleD/OtherSecuritiesGrp/Desc18SIX CIRCLES TR US UNCONSTRAINED EQUITY
IRS990ScheduleD/OtherSecuritiesGrp/Desc19ISHARES TRUST 7 10 YEAR TREASURY BOND
IRS990ScheduleD/OtherSecuritiesGrp/Desc20ISHARES TRUST MBS ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc21PIMCO INCOME FD INSTL CL
IRS990ScheduleD/OtherSecuritiesGrp/Desc22SIX CIRCLES TR GLOBAL BD FD
IRS990ScheduleD/OtherSecuritiesGrp/Desc23SIX CIRCLES TR ULTRA SHORT DURATION
IRS990ScheduleD/OtherSecuritiesGrp/Desc24SIX CIRCLES TRUST CREDIT OPPORTUNITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc25VANGUARD INTERMEDIATE TERM CORP BD
IRS990ScheduleD/OtherSecuritiesGrp/Desc26VANGUARD TOTAL BOND ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc27VANGUARD TOTAL INTERNATIONAL BOND
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/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0698353
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt025000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt018
IRS990ScheduleI/RecipientTable/CashGrantAmt016150
IRS990ScheduleI/RecipientTable/CashGrantAmt115429
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(7)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GRANT FOR PURPOSES OF PRODUCING AND CONDUCTING THE LEADERSHIP INSTITUTE FOR THE OFFICERS OF THE FRATERNITY'S UNDERGRADUATE CHAPTERS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GRANT FOR PURPOSES OF FURNISHING AND EDUCATIONAL EQUIPMENT FOR CHAPTER HOUSE.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PI LAMBDA PHI FRATERNITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1LEHIGH UNIVERSITY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0131168250
IRS990ScheduleI/RecipientTable/RecipientEIN1240796860
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 8176 1895
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1306 S NEW ST STE 500

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.47$0.61$6.86$2.57$2.13$0.44
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