Civic Intelligence

Lambda Kappa Sigma Educational Trust

990 • Fiscal year 2021 • EIN 51-0156264

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 07, 2021

Organization ProfileN/A
PO Box 75000Detroit, MI 48275-7874

(313) 222-2898

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

71st percentile

26%

Higher net margin than 71% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

46th percentile

2.9%

Faster asset growth than 46% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

51st percentile

4.4%

Faster revenue growth than 51% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$459,048

Up $12,814 (+2.9%) from 2020

Net Assets

$459,048

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin71st percentile

Revenue

Up

$49,461

Up $2,101 (+4.4%) from 2020

Expenses

Up

$36,623

Up $5,509 (+18%) from 2020

Net Income

Down

$12,838

Down $3,408 (-21%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$600K$400K$200K$0Assets 2011: $266,707Liabilities 2011: $0Net Assets 2011: $266,7072011Assets 2012: $296,459Liabilities 2012: $02012Assets 2013: $328,650Net Assets 2013: $328,6502013Assets 2014: $405,414Liabilities 2014: $8,063Net Assets 2014: $397,3512014Assets 2015: $387,946Net Assets 2015: $387,9462015Assets 2016: $386,120Net Assets 2016: $386,1202016Assets 2017: $437,627Net Assets 2017: $437,6272017Assets 2018: $458,920Liabilities 2018: $1,000Net Assets 2018: $457,9202018Assets 2019: $475,794Liabilities 2019: $3,118Net Assets 2019: $472,6762019Assets 2020: $446,234Liabilities 2020: $02020Assets 2021: $459,048Liabilities 2021: $0Net Assets 2021: $459,0482021Assets 2022: $465,751Liabilities 2022: $0Net Assets 2022: $465,7512022Assets 2023: $504,351Liabilities 2023: $0Net Assets 2023: $504,3512023Assets 2024: $506,314Liabilities 2024: $0Net Assets 2024: $506,3142024Assets 2025: $496,875Liabilities 2025: $0Net Assets 2025: $496,8752025

Highlighted filing

2021

Assets$459,048
Liabilities$0
Net Assets$459,048
Open 2021 Filing

Operations Trend

Revenue Growth51st percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $29,735Expenses 2011: $22,312Net Income 2011: $7,4232011Revenue 2012: $34,348Expenses 2012: $29,928Net Income 2012: $4,4202012Revenue 2013: $48,344Expenses 2013: $27,828Net Income 2013: $20,5162013Revenue 2014: $55,378Expenses 2014: $25,088Net Income 2014: $30,2902014Revenue 2015: $57,144Expenses 2015: $33,355Net Income 2015: $23,7892015Revenue 2016: $57,262Expenses 2016: $35,505Net Income 2016: $21,7572016Revenue 2017: $35,482Expenses 2017: $24,509Net Income 2017: $10,9732017Revenue 2018: $51,428Expenses 2018: $40,057Net Income 2018: $11,3712018Revenue 2019: $69,705Expenses 2019: $39,557Net Income 2019: $30,1482019Revenue 2020: $47,360Expenses 2020: $31,114Net Income 2020: $16,2462020Revenue 2021: $49,461Expenses 2021: $36,623Net Income 2021: $12,8382021Revenue 2022: $38,881Expenses 2022: $32,106Net Income 2022: $6,7752022Revenue 2023: $68,805Expenses 2023: $30,656Net Income 2023: $38,1492023Revenue 2024: $51,108Expenses 2024: $49,201Net Income 2024: $1,9072024Revenue 2025: $46,370Expenses 2025: $54,510Net Income 2025: -$8,1402025

Highlighted filing

2021

Revenue$49,461
Expenses$36,623
Net Income$12,838
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 7, 2021
Return Version
2020v4.1
Gross Receipts
$438,843
Mission and Program Overview

Mission

Provide scholarships and educational program opportunities.

Scholarship and educational program

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$446,234$459,048▲ $12,814
Investments in Publicly Traded Securities$410,054$428,793▲ $18,739
Savings and Temporary Cash Investments$36,180$30,255▼ $5,925
Total Assets$446,234$459,048▲ $12,814
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$446,234$459,048▲ $12,814
Total Liabilities and Net Assets / Fund Balance$446,234$459,048▲ $12,814
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
Afton M WagnerTrustee$4,100$4,100

Board Members and Trustees

NameTitle
Kim E HancockChair
-Member
Creaque V CharlesMember
Iva L KeeneMember
Jeanne H VantyleMember
Mary GrearMember
Starlin Haydon-greattingMember
Tiffany D VicarsMember
Nicole C LandisSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$23,847
Program Service Revenue
$0
Investment Income
$25,614
Other Revenue
$0
All Other Contributions
$23,847
Change in Net Assets
$12,838
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$16,500
Other Expenses$16,023
Salaries, Compensation, and Employee Benefits$4,100
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$16,500--$16,500
All Other Expenses-$7,964-$7,964
Fees for Service Investment Mgmnt Fees-$5,092-$5,092
Current Officers, Directors, Trustees, and Key Employees-$4,100-$4,100
Fees for Services Accounting-$2,835-$2,835
Fees for Services Legal-$132-$132
Total Functional Expenses$16,500$20,123$0$36,623
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
No
Backup withholding compliance
Yes
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
No
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 11-description of Process for Review

“A copy of the form 990 is given to the trustee for review before mailing to the irs”

Form 990, Page 6, Part VI, Line 18

“A copy of the documents will be provided to anyone requesting it by mail or by telephone.”

Form 990, Page 6, Part VI, Line 19

“A copy of the documents will be provided to anyone requesting it by mail or by telephone.”

Filing and Contact Details

Filer

Filer Name
Lambda Kappa Sigma Education Trust
EIN
51-0156264
Phone
3132222898
Address
PO BOX 75000, DETROIT, MI 48275-7874

Signing Officer

Name
Matthew Cleary
Title
Tr Tax Officer
Phone
3132222898
Signed
2021-10-07

Organization Details

Formed
1975
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
11
Employees
0

Preparer

Firm
Kpmg Llp
Address
60 E RIO SALADO PKWY SUITE 800, TEMPE, AZ 85281
Preparer
Bradley N Sprong
Phone
8558073423
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Return of capital applied against sales.”

Raw XML Appendix330 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS GIVEN TO THE TRUSTEE FOR REVIEW BEFORE MAILING TO THE IRS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE DOCUMENTS WILL BE PROVIDED TO ANYONE REQUESTING IT BY MAIL OR BY TELEPHONE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE DOCUMENTS WILL BE PROVIDED TO ANYONE REQUESTING IT BY MAIL OR BY TELEPHONE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RETURN OF CAPITAL APPLIED AGAINST SALES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0459048
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt036623
IRS990/TotalReportableCompFromOrgAmt04100
IRS990/TotalRevenueGrp/ExclusionAmt09593
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt016021
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt049461
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0446234
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0459048
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW CLEARY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TR TAX OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03132222898
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAMBDA KAPPA SIGMA EDUCATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LAMB
ReturnHeader/Filer/EIN0510156264
ReturnHeader/Filer/PhoneNum03132222898
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 75000
ReturnHeader/Filer/USAddress/CityNm0DETROIT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0482757874
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt060 E RIO SALADO PKWY SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEMPE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085281
ReturnHeader/PreparerPersonGrp/PhoneNum08558073423
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY N SPRONG
ReturnHeader/ReturnTs02021-10-07T13:00:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$459,048
Liabilities
$0
Net assets
$459,048
Revenue
$49,461
Expenses
$36,623
Net income
$12,838
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.46$0.55$0.08
2024Summary only. Only limited summary data is available for this year.$5.06$0.00$5.06$0.51$0.49$0.02
2023Summary only. Only limited summary data is available for this year.$5.04$0.00$5.04$0.69$0.31$0.38
2022Summary only. Only limited summary data is available for this year.$4.66$0.00$4.66$0.39$0.32$0.07
2021Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.49$0.37$0.13
2020Summary only. Only limited summary data is available for this year.$4.46$0.00$0.47$0.31$0.16
2019Detailed filing. Detailed filing data is available for this year.$4.76$0.03$4.73$0.70$0.40$0.30
2018Detailed filing. Detailed filing data is available for this year.$4.59$0.01$4.58$0.51$0.40$0.11
2017Detailed filing. Detailed filing data is available for this year.$4.38$4.38$0.35$0.25$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.86$3.86$0.57$0.36$0.22
2015Detailed filing. Detailed filing data is available for this year.$3.88$3.88$0.57$0.33$0.24
2014Detailed filing. Detailed filing data is available for this year.$4.05$0.08$3.97$0.55$0.25$0.30
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.29$3.29$0.48$0.28$0.21
2012Summary only. Only limited summary data is available for this year.$2.96$0.00$0.34$0.30$0.04
2011Summary only. Only limited summary data is available for this year.$2.67$0.00$2.67$0.30$0.22$0.07