Civic Intelligence

Lambda Chi Alpha Fraternity Alpha Omicron Zeta Chapter

990EZ • Fiscal year 2019 • EIN 35-0885603

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

PO Box 2628Bloomington, IN 47402

(812) 339-0450

Siviq Scores

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

Liabilities / Assets

59th percentile

0.01x

Higher debt load relative to assets than 59% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Net Margin

76th percentile

14%

Higher net margin than 76% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Asset Growth

1st percentile

-96%

Faster asset growth than 1% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$36,716

Down $870,971 (-96%) from 2018

Net Assets

Down

$36,511

Down $386,410 (-91%) from 2018

Liabilities

Down

$205

Down $484,561 (-100%) from 2018

Revenue

Down

$45,503

Down $1,083,210 (-96%) from 2018

Expenses

Down

$39,255

Down $926,458 (-96%) from 2018

Net Income

Down

$6,248

Down $156,752 (-96%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2018: $907,687Liabilities 2018: $484,766Net Assets 2018: $422,9212018Assets 2019: $36,716Liabilities 2019: $205Net Assets 2019: $36,5112019Assets 2020: $18,464Liabilities 2020: $0Net Assets 2020: $18,4642020Assets 2021: $43,826Liabilities 2021: $0Net Assets 2021: $43,8262021Assets 2022: $59,070Liabilities 2022: $0Net Assets 2022: $59,0702022Assets 2024: $56,348Liabilities 2024: $0Net Assets 2024: $56,3482024Assets 2025: $35,877Liabilities 2025: $0Net Assets 2025: $35,8772025

Highlighted filing

2019

Assets$36,716
Liabilities$205
Net Assets$36,511

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2018: $1,128,713Expenses 2018: $965,713Net Income 2018: $163,0002018Revenue 2019: $45,503Expenses 2019: $39,255Net Income 2019: $6,2482019Revenue 2020: $68,377Expenses 2020: $57,096Net Income 2020: $11,2812020Revenue 2021: $45,368Expenses 2021: $20,006Net Income 2021: $25,3622021Revenue 2022: $67,348Expenses 2022: $52,104Net Income 2022: $15,2442022Revenue 2024: $115,327Expenses 2024: $94,338Net Income 2024: $20,9892024Revenue 2025: $110,714Expenses 2025: $131,185Net Income 2025: -$20,4712025

Highlighted filing

2019

Revenue$45,503
Expenses$39,255
Net Income$6,248
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 11, 2019
Return Version
2018v3.1
Gross Receipts
$45,503
Mission and Program Overview

Mission

To provide members with opportunities in leadership, excellence in academic and intellectual pursuits and encourage community service and social enrichment.

Provide room and board to active chapter members while attending Indiana University

Program Services

DescriptionGrantsExpenses
To provide members with opportunities in leadership, excellence in academic and intellectual pursuits and encourage community service and social enrichment$31,955-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sean RoyceDirectorPT$0--
Joe FolkeningPresident-$0--
Filing and Contact Details

Filer

Filer Name
Lambda Chi Alpha Fraternity
EIN
35-0885603
Phone
8123390450
Address
PO Box 2628, Bloomington, IN 47402

Signing Officer

Name
Joe Folkening
Title
President
Signed
2019-12-11
Discuss with paid preparer
Yes

Preparer

Firm
Stampfli Associates CPAs PC
Address
200 S College Ave, Bloomington, IN 47404-5177
Preparer
Michael E Meissner
Phone
8123390450
Supplemental Narrative

Additional Explanations

Other Revenue.1

Miscellaneous $11

Other Expenses.1009

Depreciation $2506

Other Expenses.1

Activities expenses $31955

Other Expenses.2

Initiation fees $4678

Other Expenses.3

Bank charges $74

Other Expenses.4

Miscellaneous $42

Other Assets.1003

Machinery and Equipment - Beginning $4000 Machinery and Equipment - Ending $3413

Other Assets.1004

Miscellaneous - Beginning $15268 Miscellaneous - Ending $14153

Other Assets.1005

Accounts Receivable - Beginning $519048 Accounts Receivable - Ending $0

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $205

Total Liabilities.1003

Deferred Revenue - Beginning $408600 Deferred Revenue - Ending $0

Total Liabilities.1

Room deposits - Beginning $76166 Room deposits - Ending $0

Raw XML Appendix127 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Stampfli Associates CPAs
IRS990EZ/BooksInCareOfDetail/PhoneNum08123390450
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 2628
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Bloomington
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd047402
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0353811
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07134
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06248
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0904947
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036716
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt045503
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt049
IRS990EZ/LandAndBuildingsGrp/BOYAmt012820
IRS990EZ/LandAndBuildingsGrp/EOYAmt012016
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04678
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0420181
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036511
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0420181
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036511
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sean Royce
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Joe Folkening
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0538316
IRS990EZ/OtherAssetsTotalDetail/EOYAmt017566
IRS990EZ/OtherChangesInNetAssetsAmt0-389918
IRS990EZ/OtherExpensesTotalAmt039255
IRS990EZ/OtherRevenueTotalAmt011
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide room and board to active chapter members while attending Indiana University
IRS990EZ/ProgramServiceRevenueAmt040765
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To provide members with opportunities in leadership, excellence in academic and intellectual pursuits and encourage community service and social enrichment
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt031955
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0484766
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0205
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039255
IRS990EZ/TotalProgramServiceExpensesAmt031955
IRS990EZ/TotalRevenueAmt045503
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Miscellaneous $11
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $2506
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activities expenses $31955
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Initiation fees $4678
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank charges $74
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Miscellaneous $42
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Machinery and Equipment - Beginning $4000 Machinery and Equipment - Ending $3413
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Miscellaneous - Beginning $15268 Miscellaneous - Ending $14153
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Receivable - Beginning $519048 Accounts Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $205
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Deferred Revenue - Beginning $408600 Deferred Revenue - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Room deposits - Beginning $76166 Room deposits - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1004
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joe Folkening
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lambda Chi Alpha Fraternity
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Alpha Omicron Zeta Chapter
ReturnHeader/Filer/BusinessNameControlTxt0LAMB
ReturnHeader/Filer/EIN0350885603
ReturnHeader/Filer/PhoneNum08123390450
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 2628
ReturnHeader/Filer/USAddress/CityNm0Bloomington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047402
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351908065
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stampfli Associates CPAs PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 S College Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bloomington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0474045177
ReturnHeader/PreparerPersonGrp/PhoneNum08123390450
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael E Meissner
ReturnHeader/ReturnTs02019-12-11T12:53:21-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings