Civic Intelligence

Lambda Chi Alpha Fraternity Inc

990 • Fiscal year 2019 • EIN 31-0574132

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 11, 2020

PO Box 1880Tuscaloosa, AL 35403

(513) 258-1860

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$6,583

Down $30,167 (-82%) from 2018

Net Assets

Down

$6,583

Down $30,167 (-82%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Up

$391,233

Up $62,372 (+19%) from 2018

Expenses

Up

$421,400

Up $65,965 (+19%) from 2018

Net Income

Down

-$30,167

Down $3,593 (-14%) from 2018

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2016: $26,047Liabilities 2016: $0Net Assets 2016: $26,0472016Assets 2017: $63,324Liabilities 2017: $0Net Assets 2017: $63,3242017Assets 2018: $36,750Liabilities 2018: $0Net Assets 2018: $36,7502018Assets 2019: $6,583Liabilities 2019: $0Net Assets 2019: $6,5832019Assets 2020: $53Liabilities 2020: $0Net Assets 2020: $532020Assets 2021: $1,786Liabilities 2021: $0Net Assets 2021: $1,7862021

Highlighted filing

2019

Assets$6,583
Liabilities$0
Net Assets$6,583

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2016: $215,427Expenses 2016: $197,580Net Income 2016: $17,8472016Revenue 2017: $367,282Expenses 2017: $330,005Net Income 2017: $37,2772017Revenue 2018: $328,861Expenses 2018: $355,435Net Income 2018: -$26,5742018Revenue 2019: $391,233Expenses 2019: $421,400Net Income 2019: -$30,1672019Revenue 2020: $336,803Expenses 2020: $343,333Net Income 2020: -$6,5302020Revenue 2021: $402,903Expenses 2021: $401,170Net Income 2021: $1,7332021

Highlighted filing

2019

Revenue$391,233
Expenses$421,400
Net Income-$30,167
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 11, 2020
Return Version
2018v3.2
Gross Receipts
$391,233
Mission and Program Overview

Mission

Through our core values and ritualistic teachings, lambda chi alpha aims to systematically develop our men by fundamentally shaping who they are, what they know, and what they can do.

Undergraduate chapter of a national collegiate social fraternity

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$36,750$6,583▼ $30,167
Total Assets$36,750$6,583▼ $30,167
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$36,750$6,583▼ $30,167
Total Net Assets Fund Balance$36,750$6,583▼ $30,167
Total Liabilities and Net Assets / Fund Balance$36,750$6,583▼ $30,167
Compensation and Service Providers

Board Members and Trustees

NameTitle
Maximillian SteinbachHigh Alpha
Brett SchusterHigh Gamma
Patrick BourkeHigh Tau - T
Rob StanLow Tau
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$391,233
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-30,167
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$421,400
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$310,150
Fees for Services Accounting---$10,792
Other Expenses---$8,000
All Other Expenses---$5,450
Total Functional Expenses$0$0$0$421,400
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
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, Page 6, Part VI, Line 11B

The board makes a cursory review of the return to make sure no material omissions or misstatements are made on the return before it is filed. Once approved, the return is signed by an authorized agent and filed.

Form 990, Page 6, Part VI, Line 19

Documents are made available upon request within one week of the request.

Filing and Contact Details

Filer

Filer Name
Lambda Chi Alpha Fraternity Inc
EIN
31-0574132
Phone
5132581860
Address
PO BOX 1880, TUSCALOOSA, AL 35403

Signing Officer

Name
Patrick Bourke
Title
High Tau - Treasurer
Phone
3135902896
Signed
2020-07-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Bourke
Formed
2008
Legal Domicile
Oh
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
24

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Elizabeth M Brewer
Phone
2057587754
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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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