Civic Intelligence

Lambda Phi Epsilon National Fraternity Inc

990EZ • Fiscal year 2015 • EIN 37-1469456

Aug 01, 2014 to Jul 31, 2015 • Filed on Mar 09, 2016

Organization ProfileWWW.LAMBDAPHIEPSILON.COM
1701 N California BlvdWalnut Creek, CA 94596

(408) 905-7443

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

13th percentile

-37%

Higher net margin than 13% of similar nonprofits.

2015 filings • 501(c)10 • <$500k nonprofits • Source year 2015

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2015 filings • 501(c)10 • <$500k nonprofits • Source year 2015

Asset Growth

5th percentile

-54%

Faster asset growth than 5% of similar nonprofits.

2015 filings • 501(c)10 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

9th percentile

-46%

Faster revenue growth than 9% of similar nonprofits.

2015 filings • 501(c)10 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$45,896

Down $54,678 (-54%) from 2014

Net Assets

Down

$45,896

Down $54,678 (-54%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Down

$148,498

Down $127,986 (-46%) from 2014

Expenses

Down

$203,176

Down $22,938 (-10%) from 2014

Net Income

Down

-$54,678

Down $105,048 (-209%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$600K$400K$200K$0Assets 2012: $68,936Liabilities 2012: $0Net Assets 2012: $68,9362012Assets 2013: $50,204Liabilities 2013: $0Net Assets 2013: $50,2042013Assets 2014: $100,574Liabilities 2014: $0Net Assets 2014: $100,5742014Assets 2015: $45,896Net Assets 2015: $45,8962015Assets 2016: $188,492Liabilities 2016: $0Net Assets 2016: $188,4922016Assets 2017: $239,321Liabilities 2017: $0Net Assets 2017: $239,3212017Assets 2018: $261,916Liabilities 2018: $0Net Assets 2018: $261,9162018Assets 2020: $285,754Liabilities 2020: $2,722Net Assets 2020: $283,0322020Assets 2021: $279,884Liabilities 2021: $2,722Net Assets 2021: $277,1622021Assets 2022: $236,918Liabilities 2022: $2,722Net Assets 2022: $234,1962022Assets 2023: $347,208Liabilities 2023: $0Net Assets 2023: $347,2082023Assets 2024: $482,730Liabilities 2024: $0Net Assets 2024: $482,7302024

Highlighted filing

2015

Assets$45,896
Liabilities-
Net Assets$45,896
Open 2015 Filing

Operations Trend

Revenue Growth9th percentile

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

$600K$400K$200K$0-$200KExpenses 2012: $267,6282012Expenses 2013: $289,9842013Revenue 2014: $276,484Expenses 2014: $226,114Net Income 2014: $50,3702014Revenue 2015: $148,498Expenses 2015: $203,176Net Income 2015: -$54,6782015Revenue 2016: $224,169Expenses 2016: $81,573Net Income 2016: $142,5962016Revenue 2017: $268,176Expenses 2017: $217,347Net Income 2017: $50,8292017Revenue 2018: $314,894Expenses 2018: $292,299Net Income 2018: $22,5952018Revenue 2020: $398,301Expenses 2020: $321,685Net Income 2020: $76,6162020Revenue 2021: $236,980Expenses 2021: $242,850Net Income 2021: -$5,8702021Revenue 2022: $324,422Expenses 2022: $367,388Net Income 2022: -$42,9662022Revenue 2023: $491,116Expenses 2023: $378,104Net Income 2023: $113,0122023Revenue 2024: $568,552Expenses 2024: $430,737Net Income 2024: $137,8152024

Highlighted filing

2015

Revenue$148,498
Expenses$203,176
Net Income-$54,678
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Mar 9, 2016
Return Version
2014v6.0
Gross Receipts
$148,498
Mission and Program Overview

Mission

To promote asian american awareness in our surrounding communities through asian american interest activities.

To promote asian american awareness in our surrounding communities through the promotion of asian american interest activities.

Program Services

DescriptionGrantsExpenses
ANNUAL NATIONAL CONVENTION TO RE-EVALUATE AND RE-EMPHASIZE ORGANIZATIONAL GOALS AS WELL AS TO AWARD CHAPTERS THAT HAVE MET AND SURPASSED PHILANTHROPICAL GOALS OF THE ORGANIZATION.--
ANNUAL MIDYEAR MEETING HELD EVERY JANUARY TO SET THE TONE AND AGENDA FOR THE UPCOMING YEAR.--
SCHOLARSHIP AWARDS TO DESERVING RECIPIENTS IN ACCORDANCE WITH THE ORGANIZAITON'S GOALS.--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES ANDREANPresident-$0--
WILLIAM TANVP Of Education-$0--
JOE VOVP/Operations-$0--
JASON LAUVP/Ext Affairs-$0--
CHRISTOPHER CHENVP Of Expansion-$0--
BRYAN DOSONOSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Lambda Phi Epsilon
EIN
37-1469456
Phone
4089057443
Address
1701 N CALIFORNIA BLVD, WALNUT CREEK, CA 94596

Signing Officer

Name
Michael Liang
Title
Treasurer
Signed
2016-03-09
Discuss with paid preparer
Yes

Preparer

Firm
Joel S Smith CPA
Address
1701 N California Blvd 79, Walnut Creek, CA 94596
Preparer
Joel S Smith
Phone
9252891160
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $624”

Other Expenses.1007

“Conferences, Conventions, and Meetings $56997”

Other Expenses.1012

“Insurance $91907”

Other Expenses.1

“Convention travel & lodging $35545”

Other Expenses.2

“Dues and subscriptions $5341”

Other Expenses.3

“OPERATION EXPENSE $3817”

Other Expenses.4

“BANK CHARGES $29”

Raw XML Appendix125 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/PersonNm0PATRICIA OLSON
IRS990EZ/BooksInCareOfDetail/PhoneNum05415483002
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08327 SW SHAD ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TERREBONNE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097760
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0100574
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt045896
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-54678
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08916
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0100574
IRS990EZ/Form990TotalAssetsGrp/EOYAmt045896
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0148498
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0118309
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0100574
IRS990EZ/NetAssetsOrFundBalancesEOYAmt045896
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0100574
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt045896
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARLES ANDREAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WILLIAM TAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOE VO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JASON LAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRISTOPHER CHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRYAN DOSONO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP OF EDUCATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP/OPERATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP/EXT AFFAIRS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF EXPANSION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0194260
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE ASIAN AMERICAN AWARENESS IN OUR SURROUNDING COMMUNITIES THROUGH THE PROMOTION OF ASIAN AMERICAN INTEREST ACTIVITIES.
IRS990EZ/ProgramServiceRevenueAmt030189
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ANNUAL NATIONAL CONVENTION TO RE-EVALUATE AND RE-EMPHASIZE ORGANIZATIONAL GOALS AS WELL AS TO AWARD CHAPTERS THAT HAVE MET AND SURPASSED PHILANTHROPICAL GOALS OF THE ORGANIZATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ANNUAL MIDYEAR MEETING HELD EVERY JANUARY TO SET THE TONE AND AGENDA FOR THE UPCOMING YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOLARSHIP AWARDS TO DESERVING RECIPIENTS IN ACCORDANCE WITH THE ORGANIZAITON'S GOALS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0203176
IRS990EZ/TotalRevenueAmt0148498
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LAMBDAPHIEPSILON.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $624
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $56997
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $91907
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONVENTION TRAVEL & LODGING $35545
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DUES AND SUBSCRIPTIONS $5341
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OPERATION EXPENSE $3817
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGES $29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL LIANG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAMBDA PHI EPSILON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0NATIONAL FRATERNITY INC
ReturnHeader/Filer/BusinessNameControlTxt0LAMB
ReturnHeader/Filer/EIN0371469456
ReturnHeader/Filer/PhoneNum04089057443
ReturnHeader/Filer/USAddress/AddressLine1Txt01701 N CALIFORNIA BLVD
ReturnHeader/Filer/USAddress/CityNm0WALNUT CREEK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Joel S Smith CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01701 N California Blvd 79
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Walnut Creek
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094596
ReturnHeader/PreparerPersonGrp/PhoneNum09252891160
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joel S Smith
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-03-10T19:29:00-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-08-01
ReturnHeader/TaxPeriodEndDt02015-07-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,896
Liabilities
-
Net assets
$45,896
Revenue
$148,498
Expenses
$203,176
Net income
-$54,678
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.83$0.00$4.83$5.69$4.31$1.38
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.47$0.00$3.47$4.91$3.78$1.13
2022Detailed filing. Detailed filing data is available for this year.$2.37$0.03$2.34$3.24$3.67$0.43
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.80$0.03$2.77$2.37$2.43$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.86$0.03$2.83$3.98$3.22$0.77
2018Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$3.15$2.92$0.23
2017Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$2.68$2.17$0.51
2016Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$2.24$0.82$1.43
2015Detailed filing. Detailed filing data is available for this year.$0.46$0.46$1.48$2.03$0.55
2014Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$2.76$2.26$0.50
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.00$0.50$2.90
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.00$0.69$2.68