Civic Intelligence

Lambda Chapter of Delta Phi Alumni

990 • Fiscal year 2018 • EIN 26-4756736

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 12, 2020

85 Appian WayCoventry, CT 06238

(860) 498-0667

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$732,674

No earlier filing loaded for comparison.

Net Assets

$732,674

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

$290,486

No earlier filing loaded for comparison.

Expenses

$19,310

No earlier filing loaded for comparison.

Net Income

$271,176

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2018: $732,674Liabilities 2018: $0Net Assets 2018: $732,6742018Assets 2019: $2,095,501Liabilities 2019: $911,512Net Assets 2019: $1,183,9892019Assets 2020: $2,890,971Liabilities 2020: $1,700,045Net Assets 2020: $1,190,9262020Assets 2021: $2,988,283Liabilities 2021: $1,709,711Net Assets 2021: $1,278,5722021Assets 2022: $2,834,317Liabilities 2022: $1,533,429Net Assets 2022: $1,300,8882022Assets 2023: $2,655,692Liabilities 2023: $1,350,620Net Assets 2023: $1,305,0722023Assets 2024: $2,722,502Liabilities 2024: $1,253,518Net Assets 2024: $1,468,9842024

Highlighted filing

2018

Assets$732,674
Liabilities$0
Net Assets$732,674

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0Revenue 2018: $290,486Expenses 2018: $19,310Net Income 2018: $271,1762018Revenue 2019: $464,984Expenses 2019: $13,669Net Income 2019: $451,3152019Revenue 2020: $10,927Expenses 2020: $3,990Net Income 2020: $6,9372020Revenue 2021: $175,294Expenses 2021: $87,648Net Income 2021: $87,6462021Revenue 2022: $114,615Expenses 2022: $92,299Net Income 2022: $22,3162022Revenue 2023: $96,211Expenses 2023: $92,027Net Income 2023: $4,1842023Revenue 2024: $252,757Expenses 2024: $88,845Net Income 2024: $163,9122024

Highlighted filing

2018

Revenue$290,486
Expenses$19,310
Net Income$271,176
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 12, 2020
Return Version
2018v3.2
Gross Receipts
$290,486
Mission and Program Overview

Mission

Purchase and maintain a house for the lamda chapter of delta phi fraternity and its members located at rensselaer polytechnic institute and faciliate social interaction between members.

Purchase & maintain a house for the chapter & chapter members & faciliate member interaction.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$375,941$557,241▲ $181,300
Savings and Temporary Cash Investments$85,557$175,433▲ $89,876
Total Assets$461,498$732,674▲ $271,176
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$461,498$627,163▲ $165,665
Temporarily Rstr Net Assets$0$105,511▲ $105,511
Total Net Assets Fund Balance$461,498$732,674▲ $271,176
Total Liabilities and Net Assets / Fund Balance$461,498$732,674▲ $271,176

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$529,045-$529,045
Land$28,196-$28,196
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brian KeatingPresident
Philip TatroVice-president
Alexander SalinskyDirector
Angelos TzelepisDirector
Brent BlanchardDirector
Mark DenleyDirector
Roger MikeDirector
Christopher FullerChapter Advisor
Richard DentonSecretary
Jonathan BabiecTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$290,255
Program Service Revenue
$0
Investment Income
$231
Other Revenue
$0
All Other Contributions
$275,451
Change in Net Assets
$271,176
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,510
Grants and Similar Amounts Paid$800
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal-$10,959-$10,959
Occupancy-$914-$914
Other Expenses$839$1,197-$839
All Other Expenses$817--$817
Grants to Domestic Individuals$800--$800
Total Functional Expenses$3,960$15,350$0$19,310
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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

Brian keating, president & director, 7 hillside avenue, needham, ma 02494 philip tatro, vice president & director, 16 potter hill road, grafton, ma 01519 jonathan babiec, treasurer & director, 129 glen road, woonsocket, ri 02895 richard denton, secretary & director, 95 birds hill avenue, needham, ma 02494 christopher fuller, chapter advisor & director, 6 oxford circle, troy, ny 12180 mark denley, member-at-large & director, 15 pattison road, west sand lake, ny 12196 brent blanchard, member-at-large & director, 5958 cavanaugh road, marcy, ny 13403 alexander salinsky, member-at-large & director, 408 van buren avenue, oakland, ca 94610 angelos tzelepis, member-at-large & director, 412 davison street, pittsburgh, pa 15201

Form 990, Part VI, Section A, Line 6

The organization is made up of members.

Form 990, Part VI, Section A, Line 7A

The members elect the governing body.

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

The form is provided to all board members by email and reviewed at a board meeting.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy and financial statements are not available to the public.

Form 990, Schedule D, Part VI, Land, Buildings & Equipment, Line 1B

Expenses were deducted on the origianl return which should have been capitalized as part of the building renovation. Original amended buildings $347,745 $529,045

Filing and Contact Details

Filer

Filer Name
Lambda Chapter of Delta Phi Alumni
EIN
26-4756736
Phone
8604980667
Address
85 APPIAN WAY, COVENTRY, CT 06238

Signing Officer

Name
Philip Tatro
Title
Treasurer
Phone
8604980667
Signed
2020-07-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Philip Tatro
Formed
2009
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
18

Preparer

Firm
WOJESKI & COMPANY CPA'S PC
Address
159 WOLF RD, ALBANY, NY 12205
Preparer
David a Johnson CPA
Phone
5184771102
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Statement of Functional Expenses

Expenses were deducted on the original return which should have been capitalized as part of the building renovation. Original amended insurance $ 6,475 $-0- general contractor $106,597 $-0- architect $ 42,449 $-0- property taxes $ 14,949 $-0- environmental testing $ 10,830 $-0- total $181,300 $-0- in addition, expenses have been reclassified for program service expenses and management and general expenses so that line 26 column b agrees to form 990, part iii, line 4e.

Form 990, Part X, Balance Sheet, Line 10A and 10C

Expenses were deducted on the original return which should have been capitalized as part of the building renovation. Original amended land $ 28,196 $ 28,196 buildings $347,745 $529,045 total $375,941 $557,241

Form 990, Part XI, Reconciliation of Net Assets, Lines 2 & 3

Total expenses decreased and revenue less expenses increased due to capitalizing building renovations which were originally expensed. Original amended total expenses $200,610 $ 19,310 revenue less expenses $ 89,876 $271,176

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BRIAN KEATING, PRESIDENT & DIRECTOR, 7 HILLSIDE AVENUE, NEEDHAM, MA 02494 PHILIP TATRO, VICE PRESIDENT & DIRECTOR, 16 POTTER HILL ROAD, GRAFTON, MA 01519 JONATHAN BABIEC, TREASURER & DIRECTOR, 129 GLEN ROAD, WOONSOCKET, RI 02895 RICHARD DENTON, SECRETARY & DIRECTOR, 95 BIRDS HILL AVENUE, NEEDHAM, MA 02494 CHRISTOPHER FULLER, CHAPTER ADVISOR & DIRECTOR, 6 OXFORD CIRCLE, TROY, NY 12180 MARK DENLEY, MEMBER-AT-LARGE & DIRECTOR, 15 PATTISON ROAD, WEST SAND LAKE, NY 12196 BRENT BLANCHARD, MEMBER-AT-LARGE & DIRECTOR, 5958 CAVANAUGH ROAD, MARCY, NY 13403 ALEXANDER SALINSKY, MEMBER-AT-LARGE & DIRECTOR, 408 VAN BUREN AVENUE, OAKLAND, CA 94610 ANGELOS TZELEPIS, MEMBER-AT-LARGE & DIRECTOR, 412 DAVISON STREET, PITTSBURGH, PA 15201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS MADE UP OF MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS ELECT THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM IS PROVIDED TO ALL BOARD MEMBERS BY EMAIL AND REVIEWED AT A BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EXPENSES WERE DEDUCTED ON THE ORIGINAL RETURN WHICH SHOULD HAVE BEEN CAPITALIZED AS PART OF THE BUILDING RENOVATION. ORIGINAL AMENDED INSURANCE $ 6,475 $-0- GENERAL CONTRACTOR $106,597 $-0- ARCHITECT $ 42,449 $-0- PROPERTY TAXES $ 14,949 $-0- ENVIRONMENTAL TESTING $ 10,830 $-0- TOTAL $181,300 $-0- IN ADDITION, EXPENSES HAVE BEEN RECLASSIFIED FOR PROGRAM SERVICE EXPENSES AND MANAGEMENT AND GENERAL EXPENSES SO THAT LINE 26 COLUMN B AGREES TO FORM 990, PART III, LINE 4E.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EXPENSES WERE DEDUCTED ON THE ORIGINAL RETURN WHICH SHOULD HAVE BEEN CAPITALIZED AS PART OF THE BUILDING RENOVATION. ORIGINAL AMENDED LAND $ 28,196 $ 28,196 BUILDINGS $347,745 $529,045 TOTAL $375,941 $557,241
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TOTAL EXPENSES DECREASED AND REVENUE LESS EXPENSES INCREASED DUE TO CAPITALIZING BUILDING RENOVATIONS WHICH WERE ORIGINALLY EXPENSED. ORIGINAL AMENDED TOTAL EXPENSES $200,610 $ 19,310 REVENUE LESS EXPENSES $ 89,876 $271,176
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8EXPENSES WERE DEDUCTED ON THE ORIGIANL RETURN WHICH SHOULD HAVE BEEN CAPITALIZED AS PART OF THE BUILDING RENOVATION. ORIGINAL AMENDED BUILDINGS $347,745 $529,045
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, STATEMENT OF FUNCTIONAL EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART X, BALANCE SHEET, LINE 10A AND 10C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, RECONCILIATION OF NET ASSETS, LINES 2 & 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, SCHEDULE D, PART VI, LAND, BUILDINGS & EQUIPMENT, LINE 1B
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0105511
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0461498
IRS990/TotalAssetsEOYAmt0732674
IRS990/TotalAssetsGrp/BOYAmt0461498
IRS990/TotalAssetsGrp/EOYAmt0732674
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0290255
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015350
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03960
IRS990/TotalFunctionalExpensesGrp/TotalAmt019310
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0461498
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0732674
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt03960
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0231
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0290486
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt018
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0461498
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0732674
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0461498
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0627163
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0LAMBDAOFDELTAPHI150.ORG
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILIP TATRO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08604980667
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAMBDA CHAPTER OF DELTA PHI ALUMNI
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LAMB
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ReturnHeader/Filer/PhoneNum08604980667
ReturnHeader/Filer/USAddress/AddressLine1Txt085 APPIAN WAY
ReturnHeader/Filer/USAddress/CityNm0COVENTRY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006238
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0396A8A89623AD3560895813F868FDFDF5706CAF3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId099EE02D153F082595F72706083C1079E8192D8A8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.105.237.50
ReturnHeader/FilingSecurityInformation/IPDt02020-07-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:22:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141798364
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WOJESKI & COMPANY CPA'S PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0159 WOLF RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012205
ReturnHeader/PreparerPersonGrp/PhoneNum05184771102
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A JOHNSON CPA
ReturnHeader/ReturnTs02020-07-13T12:10:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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