Civic Intelligence

Lambda Kappa Sigma Educational Trust

990EZ • Fiscal year 2014 • EIN 51-0156264

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 29, 2014

Organization ProfileN/A
1581 Ameriprise Financial Center55474

(612) 671-2591

Siviq Scores

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

Liabilities / Assets

65th percentile

0.02x

Higher debt load relative to assets than 65% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

84th percentile

0.15x

Higher debt load relative to revenue than 84% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

93rd percentile

55%

Higher net margin than 93% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

74th percentile

23%

Faster asset growth than 74% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

67th percentile

15%

Faster revenue growth than 67% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$405,414

Up $76,764 (+23%) from 2013

Net Assets

Up

$397,351

Up $68,701 (+21%) from 2013

Liabilities

$8,063

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin93rd percentile

Revenue

Up

$55,378

Up $7,034 (+15%) from 2013

Expenses

Down

$25,088

Down $2,740 (-9.8%) from 2013

Net Income

Up

$30,290

Up $9,774 (+48%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2014

Assets$405,414
Liabilities$8,063
Net Assets$397,351
Open 2014 Filing

Operations Trend

Revenue Growth67th 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

2014

Revenue$55,378
Expenses$25,088
Net Income$30,290
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 29, 2014
Return Version
2013v3.1
Gross Receipts
$55,378
Mission and Program Overview

Mission

Scholarship and educational program

Provide scholarships and educational program opportunities.

Program Services

DescriptionGrantsExpenses
Scholarship and educational programs$25,088-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer BrandtPresident-$0--
Patti LozanoVP Alumni-$0--
Afton WagnerVP Collegiates-$0--
Tiffany SelfVP Development-$0--
Kim HancockSecretary-$0--
Sandy MullenTreasurer-$0--
Sharon BrownDirector-$0--
Filing and Contact Details

Filer

EIN
51-0156264
Phone
6126712591

Signing Officer

Name
Anne Gangl
Title
Trustee
Signed
2014-10-29
Discuss with paid preparer
Yes

Preparer

Preparer
Paul M Senger CPA
Phone
2627979050
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Cash Amount Given: $11500”

Other Expenses.1002

“Office Expenses $294”

Other Assets.1005

“Accounts Receivable - Beginning $250 Accounts Receivable - Ending $500”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $8063”

Raw XML Appendix163 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Ameriprise National Trust Bank
IRS990EZ/BooksInCareOfDetail/PhoneNum06126712591
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101581 Ameriprise Financial Center
IRS990EZ/BooksInCareOfDetail/USAddress/City0Minneapolis
IRS990EZ/BooksInCareOfDetail/USAddress/State0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode055474
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0328400
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0404914
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt037870
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt030290
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt013294
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0328650
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0405414
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt010379
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011500
IRS990EZ/GrossReceiptsAmt055378
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt07129
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0328650
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0397351
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0328650
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0397351
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jennifer Brandt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Patti Lozano
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Afton Wagner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tiffany Self
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kim Hancock
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Sandy Mullen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Sharon Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP Alumni
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Collegiates
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Development
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0250
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0500
IRS990EZ/OtherChangesInNetAssetsAmt038411
IRS990EZ/OtherExpensesTotalAmt0294
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide scholarships and educational program opportunities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarship and educational programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt025088
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt010379
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt08063
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025088
IRS990EZ/TotalProgramServiceExpensesAmt025088
IRS990EZ/TotalRevenueAmt055378
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt037870
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt035334
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt019763
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt026427
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt018538
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0137932
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07129
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt012967
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011177
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02802
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03541
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt037616
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.78570
IRS990ScheduleA/PublicSupportPY170Pct00.78720
IRS990ScheduleA/PublicSupportTotal170Amt0137932
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt037870
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt035334
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt019763
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt026427
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt018538
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0137932
IRS990ScheduleA/TotalSupportAmt0175548
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Cash Amount Given: $11500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $294
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Accounts Receivable - Beginning $250 Accounts Receivable - Ending $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $8063
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Total Liabilities.1001
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Anne Gangl
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10Lambda Kappa Sigma Educational Trust
ReturnHeader/Filer/BusinessNameControlTxt0LAMB
ReturnHeader/Filer/EIN0510156264
ReturnHeader/Filer/PhoneNum06126712591
ReturnHeader/Filer/USAddress/AddressLine101581 Ameriprise Financial Center
ReturnHeader/Filer/USAddress/City0Minneapolis
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode055474
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WINTER KLOMAN MOTER & REPP SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10138 HOSPITAL DR STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WATERTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0530983327
ReturnHeader/PreparerPersonGrp/PhoneNum02627979050
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul M Senger CPA
ReturnHeader/ReturnTs02014-10-29T08:47:32-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$405,414
Liabilities
$8,063
Net assets
$397,351
Revenue
$55,378
Expenses
$25,088
Net income
$30,290
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