Civic Intelligence

Lambda Kappa Sigma Educational Trust

990EZ • Fiscal year 2013 • EIN 51-0156264

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 04, 2013

Organization Profilewww.lks.org
1581 Ameriprise Financial Center55474
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 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

90th percentile

42%

Higher net margin than 90% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

83rd percentile

41%

Faster revenue growth than 83% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$328,650

Up $32,191 (+11%) from 2012

Net Assets

$328,650

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Up

$48,344

Up $13,996 (+41%) from 2012

Expenses

Down

$27,828

Down $2,100 (-7.0%) from 2012

Net Income

Up

$20,516

Up $16,096 (+364%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2013

Assets$328,650
Liabilities-
Net Assets$328,650
Open 2013 Filing

Operations Trend

Revenue Growth83rd 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

2013

Revenue$48,344
Expenses$27,828
Net Income$20,516
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 4, 2013
Return Version
2012v2.0
Mission and Program Overview

Mission

Provide scholarships and educational program opportunities.

Filing and Contact Details

Filer

EIN
51-0156264
Raw XML Appendix168 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
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY0295423
IRS990EZ/CashSavingsAndInvestments/EOY0328400
IRS990EZ/ContributionsGiftsGrantsEtc035334
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses06034
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear020516
IRS990EZ/FeesAndOthPymtToIndContractors010951
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/Form720Filed0false
IRS990EZ/FundraisingGrossIncome00
IRS990EZ/GainOrLossFromSaleOfAssets043
IRS990EZ/GrantsAndSimilarAmountsPaid011500
IRS990EZ/GrossAmountFromSaleOfAssets06077
IRS990EZ/GrossReceipts054378
IRS990EZ/GrossReceiptsForPublicUse00
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/InitiationFeesAndCapitalContri00
IRS990EZ/InvestmentIncome012967
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingAccrual0X
IRS990EZ/NetAssetsOrFundBalances/BOY0296459
IRS990EZ/NetAssetsOrFundBalancesBOY0296459
IRS990EZ/NetAssetsOrFundBalances/EOY0328650
IRS990EZ/NetAssetsOrFundBalancesEOY0328650
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Sharon Brown
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Sandy Mullen
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Carrie Molesa
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Tiffany Self
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4Marina Grgas
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5Chris Grass
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6Jennifer Brandt
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3VP Development
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4VP Collegiates
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5VP Alumni
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6President
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationFiled990T0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY01036
IRS990EZ/OtherAssetsTotal/EOY0250
IRS990EZ/OtherChangesInNetAssets011675
IRS990EZ/OtherExpensesTotal05377
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0Provide scholarships and educational program opportunities.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0Scholarship and educational programs
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations029928
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/RelatedOrgSection527Org0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses00
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine101581 Ameriprise Financial Center
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Minneapolis
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0MN
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode055474
IRS990EZ/TheBooksAreInCareOf/NamePerson0Ameriprise National Trust Bank
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber06126712591
IRS990EZ/TotalAssets/BOY0296459
IRS990EZ/TotalAssets/EOY0328650
IRS990EZ/TotalExpenses027828
IRS990EZ/TotalProgramServiceExpenses029928
IRS990EZ/TotalRevenue048344
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/AmountsSubstContributorsTotal00
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear035334
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year019763
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years026427
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years018538
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years029664
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0129726
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear012967
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year011177
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years02802
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years03541
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years04571
IRS990ScheduleA/GrossInvestmentIncome170/Total035058
IRS990ScheduleA/NetUBI/Total00
IRS990ScheduleA/OtherIncome170/Total00
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.78720
IRS990ScheduleA/PublicSupportPertcentPriorYear00.73290
IRS990ScheduleA/PublicSupportTotal1700129726
IRS990ScheduleA/TaxRevLeviedForOrgBenefit170/Total00
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear035334
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year019763
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years026427
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years018538
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years029664
IRS990ScheduleA/Total170/Total0129726
IRS990ScheduleA/TotalSupport0164784
IRS990ScheduleA/ValueSrvcFcltsFurnishedByGovt/Total00
IRS990ScheduleO/GeneralExplanation/Explanation0Accounts Receivable - Beginning $1036 Accounts Receivable - Ending $250
IRS990ScheduleO/GeneralExplanation/Explanation1Annual appeal $1329
IRS990ScheduleO/GeneralExplanation/Explanation2Convention Expenses $3975
IRS990ScheduleO/GeneralExplanation/Explanation3Office Expenses $73
IRS990ScheduleO/GeneralExplanation/Explanation4| Cash Amount Given: $11500
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, Part II, Line 24.1005
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990-EZ, Part I, Line 16.2
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990-EZ, Part I, Line 16.1002
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990-EZ, Part I, Line 10.1
IRS990ScheduleO/GeneralExplanation/ReturnReference0Other Assets.1005
IRS990ScheduleO/GeneralExplanation/ReturnReference1Other Expenses.2
IRS990ScheduleO/GeneralExplanation/ReturnReference2Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference3Other Expenses.1002
IRS990ScheduleO/GeneralExplanation/ReturnReference4Grants and Similar Amounts Paid In Excess of $5,000.1
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0510156264
ReturnHeader/Filer/Name/BusinessNameLine10Lambda Kappa Sigma Educational Trust
ReturnHeader/Filer/NameControl0LAMB
ReturnHeader/Filer/Phone06126712591
ReturnHeader/Filer/USAddress/AddressLine101581 Ameriprise Financial Center
ReturnHeader/Filer/USAddress/City0Minneapolis
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode055474
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-11-04
ReturnHeader/Officer/Name0Anne Gangl
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WINTER KLOMAN MOTER & REPP SC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10235 N EXECUTIVE DR STE 160
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BROOKFIELD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0530056064
ReturnHeader/Preparer/Name0Paul M Senger CPA
ReturnHeader/Preparer/Phone02627979050
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-04T09:16:07-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$328,650
Liabilities
-
Net assets
$328,650
Revenue
$48,344
Expenses
$27,828
Net income
$20,516
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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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