Civic Intelligence

Lambda Chi Alpha Fraternity Inc

990 • Fiscal year 2019 • EIN 56-0548300

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 14, 2020

Organization ProfileUNCLAMBDACHIALPHA.COM
229 E Franklin StChapel Hill, NC 27514

(404) 433-4506

Siviq Scores

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

Liabilities / Assets

51st percentile

0.00x

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

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

51st percentile

0.00x

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

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Net Margin

56th percentile

4.4%

Higher net margin than 56% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

99th percentile

408%

Faster asset growth than 99% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

78th percentile

15%

Faster revenue growth than 78% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$12,349

Up $9,919 (+408%) from 2018

Net Assets

Up

$12,349

Up $9,919 (+408%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin56th percentile

Revenue

Up

$268,572

Up $35,676 (+15%) from 2018

Expenses

Up

$256,875

Up $10,836 (+4.4%) from 2018

Net Income

Up

$11,697

Up $24,840 (+189%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$150K$100K$50K$0Assets 2011: $107,346Liabilities 2011: $16,648Net Assets 2011: $90,6972011Assets 2012: $117,544Liabilities 2012: $24,739Net Assets 2012: $92,8052012Assets 2013: $120,014Liabilities 2013: $21,560Net Assets 2013: $98,4542013Assets 2015: $4,278Liabilities 2015: $02015Assets 2016: $3,477Liabilities 2016: $02016Assets 2017: $15,573Liabilities 2017: $0Net Assets 2017: $15,5732017Assets 2018: $2,430Liabilities 2018: $0Net Assets 2018: $2,4302018Assets 2019: $12,349Liabilities 2019: $0Net Assets 2019: $12,3492019Assets 2020: $5,427Net Assets 2020: $5,4272020Assets 2021: $4,547Net Assets 2021: $4,5472021Assets 2022: $3,228Net Assets 2022: $3,2282022Assets 2023: $7,612Liabilities 2023: $0Net Assets 2023: $7,6122023

Highlighted filing

2019

Assets$12,349
Liabilities$0
Net Assets$12,349
Open 2019 Filing

Operations Trend

Revenue Growth78th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $240,639Expenses 2011: $276,288Net Income 2011: -$35,6492011Revenue 2012: $270,290Expenses 2012: $268,183Net Income 2012: $2,1072012Revenue 2013: $244,664Expenses 2013: $239,015Net Income 2013: $5,6492013Revenue 2015: $145,305Expenses 2015: $144,424Net Income 2015: $8812015Revenue 2016: $184,451Expenses 2016: $185,252Net Income 2016: -$8012016Revenue 2017: $218,774Expenses 2017: $206,678Net Income 2017: $12,0962017Revenue 2018: $232,896Expenses 2018: $246,039Net Income 2018: -$13,1432018Revenue 2019: $268,572Expenses 2019: $256,875Net Income 2019: $11,6972019Revenue 2020: $162,279Expenses 2020: $169,201Net Income 2020: -$6,9222020Revenue 2021: $154,447Expenses 2021: $155,327Net Income 2021: -$8802021Revenue 2022: $198,150Expenses 2022: $199,469Net Income 2022: -$1,3192022Revenue 2023: $228,253Expenses 2023: $223,869Net Income 2023: $4,3842023

Highlighted filing

2019

Revenue$268,572
Expenses$256,875
Net Income$11,697
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 14, 2020
Return Version
2018v3.2
Gross Receipts
$268,572
Mission and Program Overview

Mission

The mission of lambda chi alpha is to offer the best fraternal experience, focusing on personal character development through leadership, scholarship, community service, and positive social experiences.

To operate the local chapter of lambda chi alpha at chapel hill. Also, to promote the education and intellectual growth of members of our organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,430$12,349▲ $9,919
Total Assets$2,430$12,349▲ $9,919
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,430$12,349▲ $9,919
Total Net Assets Fund Balance$2,430$12,349▲ $9,919
Total Liabilities and Net Assets / Fund Balance$2,430$12,349▲ $9,919
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Daniel SiegelPresident
David TrezisePresident El
Charles BradyInternal VP
William GardnerSecretary
Austin SlowinTreasuer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$268,572
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$11,697
Expenses and Functional Allocation

Major Expense Lines

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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$256,875--$256,875
Total Functional Expenses$256,875$0$0$256,875
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“Documents are available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
Lambda Chi Alpha Inc
EIN
56-0548300
Phone
4044334506
Address
229 E FRANKLIN ST, CHAPEL HILL, NC 27514

Signing Officer

Name
David Trezise
Title
President Elect
Phone
4044334506
Signed
2020-04-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Trezise
Formed
1986
Legal Domicile
Nc
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Cindy Neal
Phone
2057587754
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“2017 cash balance reported incorrectly -1,778”

Raw XML Appendix237 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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IRS990/BenefitsToMembersGrp/TotalAmt0256875
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IRS990/Form990PartVIISectionAGrp/PersonNm1AUSTIN SLOWIN
IRS990/Form990PartVIISectionAGrp/PersonNm2CHARLES BRADY
IRS990/Form990PartVIISectionAGrp/PersonNm3WILLIAM GARDNER
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID TREZISE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASUER
IRS990/Form990PartVIISectionAGrp/TitleTxt2INTERNAL VP
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT EL
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0268572
IRS990/GroupReturnForAffiliatesInd0false
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02430
IRS990/NetAssetsOrFundBalancesEOYAmt012349
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-1778
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
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IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MEMBER DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0268572
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0268572
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/ReconcilationRevenueExpnssAmt011697
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
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IRS990/ScheduleORequiredInd0false
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ReturnHeader/BuildTS02021-09-10 13:11:23Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354031880
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-15
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ReturnHeader/ReturnTs02020-04-15T10:15:33-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,349
Liabilities
$0
Net assets
$12,349
Revenue
$268,572
Expenses
$256,875
Net income
$11,697
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$2.28$2.24$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.03$0.03$1.98$1.99$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.05$0.05$1.54$1.55$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.05$0.05$1.62$1.69$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$2.69$2.57$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$2.33$2.46$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$2.19$2.07$0.12
2016Summary only. Only limited summary data is available for this year.$0.03$0.00$1.84$1.85$0.01
2015Summary only. Only limited summary data is available for this year.$0.04$0.00$1.45$1.44$0.01
2013Summary only. Only limited summary data is available for this year.$1.20$0.22$0.98$2.45$2.39$0.06
2012Summary only. Only limited summary data is available for this year.$1.18$0.25$0.93$2.70$2.68$0.02
2011Summary only. Only limited summary data is available for this year.$1.07$0.17$0.91$2.41$2.76$0.36