Civic Intelligence

Lambda Chi Alpha Fraternity Inc

990 • Fiscal year 2022 • EIN 75-6036945

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 12, 2022

2901 Stadium Dr Tcu Box 294519Fort Worth, TX 76129

(949) 280-5933

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

52nd percentile

0.00x

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

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Net Margin

63rd percentile

8.0%

Higher net margin than 63% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2022

Asset Growth

84th percentile

26%

Faster asset growth than 84% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

73rd percentile

40%

Faster revenue growth than 73% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$76,657

Up $15,578 (+26%) from 2021

Net Assets

Up

$76,657

Up $15,578 (+26%) from 2021

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$208,293

Up $59,364 (+40%) from 2021

Expenses

Up

$191,635

Up $30,663 (+19%) from 2021

Net Income

Up

$16,658

Up $28,701 (+238%) from 2021

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0-$50KAssets 2015: $48,652Liabilities 2015: $0Net Assets 2015: $48,6522015Assets 2016: $77,086Liabilities 2016: $0Net Assets 2016: $77,0862016Assets 2017: $86,209Liabilities 2017: $0Net Assets 2017: $86,2092017Assets 2018: $121,476Liabilities 2018: $0Net Assets 2018: $121,4762018Assets 2019: $78,587Liabilities 2019: $0Net Assets 2019: $78,5872019Assets 2020: $73,122Liabilities 2020: $0Net Assets 2020: $73,1222020Assets 2021: $61,079Net Assets 2021: $61,0792021Assets 2022: $76,657Liabilities 2022: $0Net Assets 2022: $76,6572022Assets 2023: $115,554Liabilities 2023: $6,000Net Assets 2023: $109,5542023Assets 2024: $128,149Liabilities 2024: $5,100Net Assets 2024: $123,0492024Assets 2025: $167,999Liabilities 2025: -$2,469Net Assets 2025: $170,4682025

Highlighted filing

2022

Assets$76,657
Liabilities$0
Net Assets$76,657

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2015: $280,909Expenses 2015: $276,312Net Income 2015: $4,5972015Revenue 2016: $306,472Expenses 2016: $278,038Net Income 2016: $28,4342016Revenue 2017: $334,955Expenses 2017: $321,647Net Income 2017: $13,3082017Revenue 2018: $375,983Expenses 2018: $650,918Net Income 2018: -$274,9352018Revenue 2019: $390,208Expenses 2019: $433,097Net Income 2019: -$42,8892019Revenue 2020: $372,088Expenses 2020: $377,437Net Income 2020: -$5,3492020Revenue 2021: $148,929Expenses 2021: $160,972Net Income 2021: -$12,0432021Revenue 2022: $208,293Expenses 2022: $191,635Net Income 2022: $16,6582022Revenue 2023: $321,245Expenses 2023: $316,495Net Income 2023: $4,7502023Revenue 2024: $428,354Expenses 2024: $414,859Net Income 2024: $13,4952024Revenue 2025: $435,193Expenses 2025: $387,774Net Income 2025: $47,4192025

Highlighted filing

2022

Revenue$208,293
Expenses$191,635
Net Income$16,658
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 12, 2022
Return Version
2021v4.0
Gross Receipts
$208,293
Mission and Program Overview

Mission

SocialFraternity

Social Fraternity

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$59,999$76,657▲ $16,658
Savings and Temporary Cash Investments$52,125$50,364▼ $1,761
Cash and Non-Interest-Bearing Accounts$7,874$26,293▲ $18,419
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$59,999$76,657▲ $16,658
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$59,999$76,657▲ $16,658
Total Liabilities and Net Assets / Fund Balance$59,999$76,657▲ $16,658
Compensation and Service Providers

Board Members and Trustees

NameTitle
Frank BasilePresident
Andrew PetersonVice President
Ben BrownSecretary
Luke SmialowiczTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$208,288
Program Service Revenue
$0
Investment Income
$5
Other Revenue
$0
All Other Contributions
$4,824
Change in Net Assets
$16,658
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$191,635
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$0$0$0$17,630
Total Functional Expenses$0$0$0$191,635
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
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
Yes
Management duties delegated
No

Governance Explanations

Part VI, Line 6

Corporation

Part VI, Line 7A

Members

Part VI, Line 7B

Executive committee & members

Part VI, Line 6

| Explanation:| THE ORGANIZATION CONSISTS OF MEMBERS WHO BELONG TO A NATIONAL COLLEGIATE FRATERNITY

Part VI, Line Section B: Line 11

| Explanation:| THE ORGANIZATIONS'S EXECUTIVE OFFICERS REVIEW THE FORM 990 WHEN IT IS COMPLETED AND IF ANY PART OF THE FORM IS IN QUESTION THE EXECUTIVE OFFICERS CONTACT THE PREPARER TO ADDRESS THOSE QUESTION SHOULD ANY OF THE CHANGES NEED TO BE MADE ON THE FORM THESE CHANGES ARE PROMPTLY MADE AND THE FORM IS REPRINTED FOR THE EXECUTIVE OFFICERS TO REVIEW AFTER THE FORM IS REVIEWED AND APPROVED THE EXECUTIVE OFFICER SIGNS THE RETURN AND IT IS MAILED.

Part VI, Line Section C: Line 19

| Explanation:| ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC BETWEEN REGULAR BUSINESS HOURS UPON THE REQUEST TO THE PRESIDENT AND THE TREASURER OF THE ORGANIZATION

Part VI, Line Section A: Line 9

| Explanation:| OFFICER NAMES AND ADDRESSES ALL OFFICERS CAN BE REACHED AT THE CHAPTER MAILING ADDRESS: LAMBDA CHI ALPHA FRATERNITY 2901 STADIUM DRIVE TCU BOX 294519 FORT WORTH TX 76129

Filing and Contact Details

Filer

Filer Name
Lambda Chi Alpha Fraternity Inc
EIN
75-6036945
In Care Of
% Luke Smialowicz
Phone
9492805933
Address
2901 STADIUM DR TCU BOX 294519, FORT WORTH, TX 76129
Doing Business As
Lambda Chi Alpha Fraternity Iota Pi Zeta

Signing Officer

Name
Luke Smialowicz
Title
Treasurer
Signed
2022-11-12
Discuss with paid preparer
No

Organization Details

Formed
1955
Legal Domicile
TX
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0
Supplemental Narrative

Additional Explanations

Part IV, Line 7A

| Explanation:| EACH MEMBER OF THE ORGANIZATION MAY ELECT MEMBERS WHO WILL SERVE OVER THE ORGANIZATION AS THE GOVERNING BODY

Part III, Line 1

| Explanation:| STATEMENT REGARDING THE ORGANIZATIONS MISSION THE OBJECTIVE OF IOTA PI ZETA SHALL BE; A TO MAINTAIN AT TEXAS CHRISTIAN UNIVERSITY AN UNDERGRADUATE UNIT OF THE FRATERNITY IN ACCORDANCE WITH ITS IDEALS STANDARDS TRADITIONS AND LAWS SET FORTH IN ITS INITIATION RITUAL CONSTITUTIONAL STATUTORY CODE B PARTICULARILY TO BUILD UP THE MEMBERSHIP IDEALS SPIRIT ORGANIZATION AND PHYSICAL EQUIPMENT OF THE CHAPTER SO THAT AFFILIATION THEREWITH SHALL EVER BE REGARDED AS AN HONOR AND PRIVILEGE OF WHICH ONLY THE FINEST MEN ARE WORTHY C FOSTER A SPIRIT OF GENUINE BROTHERHOOD AMONG ITS MEMBERS TO MAKE WELCOME WITH ITS CHAPTER ALL THE MEMBERS AND ASSOCIATE MEMBERS IN GOOD STANDING OF THE OTHER ZETAS WHO VISIT IT EN EXCELLENT. WE ARE A BROTHERHOOD OF GENTLEMAN THAT EXCEL IN ACADEMICS ATHLETICS AND IN SOCIAL ACTIVITIES. WE PRIDE OURSELVES IN PRODUCING WELL-ROUNDED GENTLEMAN THAT LEAD WITH VALUES BASED ON THE TEACHINGS OF LAMBDA CHI ALPHA.

Part X, Line 24A

| Explanation:| SCHEDULE OF OTHER EXPENSES ACCOUNTING AND MISC FEES 787 ALUMNI EVENTS 504 BAD DEBT EXPENSE 37,397 CHAPTER ROOM EXPENSES 10,216 COMPOSITE 2,381 INITIATION EXPENSES 7,446 MOMS WEEKEND AND BROTHERHOOD EVENTS 4,074 NATIONAL DUES AND INTERFRATERNITY DUES 70,590 NATIONAL MEETINGS AND ELC VISITS 292 NEW MEMBER EDUCATION 139 PHILANTHROPY AND MISC 2,618 RECURITMENT AND ASSOCIATE EXP 8,245 RISK MANAGEMENT 885 SOCIAL 27,248 OTHER ACCOUNT TRANSFER 1,182 TOTAL OTHER EXPENSES 174,005

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IRS990/MissionDesc0See Attached
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt059999
IRS990/NetAssetsOrFundBalancesEOYAmt076657
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeFromGamingGrp/ExclusionAmt00
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt017630
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Please See Attached
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt0174005
IRS990/OtherExpensesGrp/TotalAmt10
IRS990/OtherExpensesGrp/TotalAmt20
IRS990/OtherExpensesGrp/TotalAmt30
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/ExclusionAmt20
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt10
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt20
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt00
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt10
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt20
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt20
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Luke Smialowicz
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/ExclusionAmt30
IRS990/ProgramServiceRevenueGrp/ExclusionAmt40
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt10
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt20
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt30
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt40
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt00
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt10
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt20
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt30
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt40
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt30
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt40
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00

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