Civic Intelligence

Lambda Kappa Sigma Educational Trust

990EZ • Fiscal year 2016 • EIN 51-0156264

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 30, 2016

Organization Profilewww.lks.org
1581 Ameriprise Financial CenterMinneapolis, MN 55474

(612) 671-2591

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

88th percentile

38%

Higher net margin than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

44th percentile

-0.5%

Faster asset growth than 44% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

49th percentile

0.2%

Faster revenue growth than 49% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$386,120

Down $1,826 (-0.5%) from 2015

Net Assets

Down

$386,120

Down $1,826 (-0.5%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin88th percentile

Revenue

Up

$57,262

Up $118 (+0.2%) from 2015

Expenses

Up

$35,505

Up $2,150 (+6.4%) from 2015

Net Income

Down

$21,757

Down $2,032 (-8.5%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2016

Assets$386,120
Liabilities-
Net Assets$386,120
Open 2016 Filing

Operations Trend

Revenue Growth49th 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

2016

Revenue$57,262
Expenses$35,505
Net Income$21,757
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 30, 2016
Return Version
2015v3.0
Gross Receipts
$135,213
Mission and Program Overview

Mission

Provide scholarships and educational program opportunities.

Program Services

DescriptionGrantsExpenses
Scholarship and educational programs$35,505$15,000
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sandy MullenPresident-$0--
Chris GrassVP Alumni-$0--
Amanda HigginsVP Collegiates-$0--
Nicole LombardoVP Development-$0--
Melissa O'BrienTreasurer-$0--
Tameya SamSecretary-$0--
Jenny BrandtPast President-$0--
Filing and Contact Details

Filer

Filer Name
Lambda Kappa Sigma Educational Trust
EIN
51-0156264
Phone
6126712591
Address
1581 Ameriprise Financial Center, Minneapolis, MN 55474

Signing Officer

Name
Constance Haynes
Title
Trustee
Signed
2016-01-30
Discuss with paid preparer
Yes

Preparer

Firm
Winter Kloman Moter & Repp Sc
Address
235 N EXECUTIVE DR STE 160, BROOKFIELD, WI 53005-6064
Preparer
Lynn M Braden CPA
Phone
2627979050
Supplemental Narrative

Additional Explanations

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

“| Cash Amount Given: $15000”

Other Expenses.1002

“Office Expenses $4438”

Other Expenses.1007

“Conferences, Conventions, and Meetings $811”

Other Expenses.1

“Miscellaneous Expense $607”

Other Assets.1005

“Accounts Receivable - Beginning $7508 Accounts Receivable - Ending $0”

Raw XML Appendix164 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/USAddress/CityNm0Minneapolis
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055474
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0380438
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0386120
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt043708
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt077951
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt021757
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt014649
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt015000
IRS990EZ/GrossReceiptsAmt0135213
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/InvestmentIncomeAmt07585
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0387946
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0386120
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0387946
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0386120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
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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/PersonNm0Sandy Mullen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Chris Grass
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Amanda Higgins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Nicole Lombardo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Melissa O'Brien
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Tameya Sam
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jenny Brandt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP Alumni
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Collegiates
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Development
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Past President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07508
IRS990EZ/OtherChangesInNetAssetsAmt0-23583
IRS990EZ/OtherExpensesTotalAmt05856
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide scholarships and educational program opportunities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarship and educational programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt035505
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt083920
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035505
IRS990EZ/TotalProgramServiceExpensesAmt035505
IRS990EZ/TotalRevenueAmt057262
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0www.lks.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt043708
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt030696
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt037870
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt035334
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt019763
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0167371
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07585
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07501
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07129
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012967
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011177
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt046359
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.78310
IRS990ScheduleA/PublicSupportPY170Pct00.78310
IRS990ScheduleA/PublicSupportTotal170Amt0167371
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt043708
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt030696
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt037870
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt035334
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt019763
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0167371
IRS990ScheduleA/TotalSupportAmt0213730
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Cash Amount Given: $15000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $4438
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $811
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Miscellaneous Expense $607
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Accounts Receivable - Beginning $7508 Accounts Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1005
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Constance Haynes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lambda Kappa Sigma Educational Trust
ReturnHeader/Filer/BusinessNameControlTxt0LAMB
ReturnHeader/Filer/EIN0510156264
ReturnHeader/Filer/PhoneNum06126712591
ReturnHeader/Filer/USAddress/AddressLine1Txt01581 Ameriprise Financial Center
ReturnHeader/Filer/USAddress/CityNm0Minneapolis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055474
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINTER KLOMAN MOTER & REPP SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0235 N EXECUTIVE DR STE 160
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0530056064
ReturnHeader/PreparerPersonGrp/PhoneNum02627979050
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lynn M Braden CPA
ReturnHeader/ReturnTs02017-01-30T13:10:27-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$386,120
Liabilities
-
Net assets
$386,120
Revenue
$57,262
Expenses
$35,505
Net income
$21,757
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
2016Detailed filing. Detailed filing data is available for this year.$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