Civic Intelligence

Pi Lambda Phi Fraternity

EIN 56-2012818 • 501(c)7 • Chapel Hill, NC

Profile

Local chapter of a national collegiate social fraternity.

110 West Cameron AveChapel Hill, NC 27516

www.uncpilam.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

57th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2016

Net Margin

24th percentile

-9.8%

Higher net margin than 24% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

5th percentile

-98%

Faster asset growth than 5% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

67th percentile

12%

Faster revenue growth than 67% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$522

Down $29,136 (-98%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Down

$522

Down $29,136 (-98%) from 2015

Operations
Liabilities / Revenue58th percentileNet Margin24th percentile

Revenue

Up

$295,940

Up $32,014 (+12%) from 2015

Expenses

Up

$325,076

Up $73,387 (+29%) from 2015

Net Income

Down

-$29,136

Down $41,373 (-338%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth5th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2011: $22,448Liabilities 2011: $02011Assets 2015: $29,658Liabilities 2015: $0Net Assets 2015: $29,6582015Assets 2016: $522Liabilities 2016: $0Net Assets 2016: $5222016

Highlighted filing

2016

Assets$522
Liabilities$0
Net Assets$522
Open 2016 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2011: $259,282Expenses 2011: $251,909Net Income 2011: $7,3732011Revenue 2015: $263,926Expenses 2015: $251,689Net Income 2015: $12,2372015Revenue 2016: $295,940Expenses 2016: $325,076Net Income 2016: -$29,1362016

Highlighted filing

2016

Revenue$295,940
Expenses$325,076
Net Income-$29,136
Open 2016 Filing

Filings

Most recent year

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

Open filing
Assets
$522
Liabilities
$0
Net assets
$522
Revenue
$295,940
Expenses
$325,076
Net income
-$29,136
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$2.96$3.25$0.29
2015Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$2.64$2.52$0.12
2011Summary only. Only limited summary data is available for this year.$0.22$0.00$2.59$2.52$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 6, 2017
Return Version
2015v3.0
Gross Receipts
$309,940
Mission and Program Overview

Mission

Local chapter of a national collegiate social fraternity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$29,658$522▼ $29,136
Rtn Earn Endowment Incm Other Fnds$29,658$522▼ $29,136
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$29,658$522▼ $29,136
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$29,658$522▼ $29,136
Total Liabilities and Net Assets / Fund Balance$29,658$522▼ $29,136
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Duncan SheridanPresident
Brandon HaakeVice President
Andrew MilaniPledge Marshall
Tanner ErlemannProlocutor
Taran CasperScribe
Alexander BryanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$615
Program Service Revenue
$288,147
Investment Income
$0
Other Revenue
$7,178
All Other Contributions
$615
Change in Net Assets
$-29,136
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$311,898
Grants and Similar Amounts Paid$13,178
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$110,400
Grants to Domestic Orgs---$13,178
Other Expenses---$8,722
Fees for Services Accounting---$3,502
Total Functional Expenses$0$0$0$325,076
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$21,178
Fundraising Direct Expenses$14,000
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Total Events$21,178$21,178$14,000$7,178
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
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The organization's form 990 is prepared by a certified public accountant experienced in the area of non-profit taxation. The board makes a cursory review of the return to make sure no material omissions or misstatements are made on the return before it is filed. Once approved, the return is signed by an authorized agent and filed.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents available to the public upon request, within one week of request.”

Filing and Contact Details

Filer

Filer Name
Pi Lambda Phi Fraternity 46 Nc Omega
EIN
56-2012818
Phone
9548814301
Address
110 WEST CAMERON AVE, CHAPEL HILL, NC 27516

Signing Officer

Name
Alexander Bryan
Title
Treasurer
Phone
9548814301
Signed
2017-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alexander Bryan
Formed
1995
Legal Domicile
Nc
Voting Board Members
58
Independent Board Members
58
Employees
0
Volunteers
58

Preparer

Firm
Robinson Grimes & Company Pc
Address
PO BOX 4299, COLUMBUS, GA 31914
Preparer
Kristine P Braxton CPA
Phone
7063245435
Raw XML Appendix287 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/Form990PartVIISectionAGrp/TitleTxt2PROLOCUTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SCRIBE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S FORM 990 IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTANT EXPERIENCED IN THE AREA OF NON-PROFIT TAXATION. THE BOARD MAKES A CURSORY REVIEW OF THE RETURN TO MAKE SURE NO MATERIAL OMISSIONS OR MISSTATEMENTS ARE MADE ON THE RETURN BEFORE IT IS FILED. ONCE APPROVED, THE RETURN IS SIGNED BY AN AUTHORIZED AGENT AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST, WITHIN ONE WEEK OF REQUEST.
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/Filer/PhoneNum09548814301
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 4299
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd031914
ReturnHeader/PreparerPersonGrp/PhoneNum07063245435
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTINE P BRAXTON CPA
ReturnHeader/ReturnTs02017-02-06T10:44:50-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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