Civic Intelligence

Lambda Chi Alpha Fraternity Inc Theta Tau Zeta

990EZ • Fiscal year 2023 • EIN 90-0223237

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 03, 2023

1834 Wake Forest Road Box 7431Winstonsalem, NC 27109

(508) 863-0303

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$30,578

Flat from 2023

Net Assets

$30,578

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Flat

$72,036

Flat from 2023

Expenses

Flat

$67,230

Flat from 2023

Net Income

Flat

$4,806

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $4,437Liabilities 2011: $02011Assets 2012: $2,121Liabilities 2012: $02012Assets 2013: $1,344Liabilities 2013: $02013Assets 2014: $5,211Liabilities 2014: $02014Assets 2015: $9,982Liabilities 2015: $02015Assets 2016: $2,220Liabilities 2016: $02016Assets 2017: $3,940Liabilities 2017: $02017Assets 2018: $5,373Liabilities 2018: $02018Assets 2019: $15,288Liabilities 2019: $02019Assets 2020: $19,622Liabilities 2020: $02020Assets 2021: $14,172Net Assets 2021: $14,1722021Assets 2022: $25,772Net Assets 2022: $25,7722022Assets 2023: $30,578Net Assets 2023: $30,5782023Assets 2023: $30,578Liabilities 2023: $02023Assets 2024: $16,899Liabilities 2024: $02024Assets 2025: $19,599Net Assets 2025: $19,5992025

Highlighted filing

2023

Assets$30,578
Liabilities-
Net Assets$30,578

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $110,756Expenses 2011: $107,407Net Income 2011: $3,3492011Revenue 2012: $114,347Expenses 2012: $116,663Net Income 2012: -$2,3162012Revenue 2013: $109,467Expenses 2013: $110,244Net Income 2013: -$7772013Revenue 2014: $135,005Expenses 2014: $131,138Net Income 2014: $3,8672014Revenue 2015: $131,459Expenses 2015: $126,688Net Income 2015: $4,7712015Revenue 2016: $143,990Expenses 2016: $151,752Net Income 2016: -$7,7622016Revenue 2017: $119,359Expenses 2017: $117,639Net Income 2017: $1,7202017Revenue 2018: $50,107Expenses 2018: $48,785Net Income 2018: $1,3222018Revenue 2019: $72,303Expenses 2019: $62,388Net Income 2019: $9,9152019Revenue 2020: $78,620Expenses 2020: $74,286Net Income 2020: $4,3342020Revenue 2021: $46,720Expenses 2021: $52,170Net Income 2021: -$5,4502021Revenue 2022: $73,674Expenses 2022: $62,074Net Income 2022: $11,6002022Revenue 2023: $72,036Expenses 2023: $67,230Net Income 2023: $4,8062023Revenue 2023: $72,036Expenses 2023: $67,230Net Income 2023: $4,8062023Revenue 2024: $78,721Expenses 2024: $92,400Net Income 2024: -$13,6792024Revenue 2025: $84,976Expenses 2025: $82,276Net Income 2025: $2,7002025

Highlighted filing

2023

Revenue$72,036
Expenses$67,230
Net Income$4,806
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 3, 2023
Return Version
2022v5.0
Gross Receipts
$72,036
Mission and Program Overview

Mission

Local chapter of a national collegiate social fraternity.

Program Services

DescriptionGrantsExpenses
PROVIDED SOCIAL ACTIVITIES FOR MEMBERS OF THE LOCAL CHAPTER; PARTICIPATED IN VARIOUS COMMUNITY SERVICE ACTIVITIES LOCALLY, AND HELD SOME PHILANTHROPIC FUND RAISING ACTIVITIES FOR TAX EXEMPT CHARITABLE ORGANIZATIONS - TOTAL OF 80 MEMBERS FOR FALL 2022 SEMESTER AND 94 MEMBERS FOR SPRING 2023 SEMESTER (AVERAGE OF 87 MEMBERS FOR THE FISCAL YEAR.)--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BODEN POLLACKTreasurer-$0--
WILLIAM MABRYPresident-$0--
ROBERT STRATTASecretary-$0--
JAMES MALLOY1st VP-$0--
MICHAEL OWENS2nd VP-$0--
Filing and Contact Details

Filer

Filer Name
Lambda Chi Alpha Fraternity Inc
EIN
90-0223237
Address
1834 WAKE FOREST ROAD BOX 7431, WINSTONSALEM, NC 27109

Signing Officer

Name
Boden Pollack
Title
Treasurer
Phone
6174358252
Signed
2023-10-03
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I

Line 10- philanthropic contribution made to second harvest food bank.

Form 990-ez, Part I, Line 16

Expenses office 3,298 transportation 602 meetings 554 chapter dues & fees 45,430 supplies 898 composite 2,744 other 250 scholarship 421 social 6,264 chapter operations 2,150 total 62,611

Form 990-ez, Part III, Line 28

Provided social activities for members of the local chapter; participated in various community service activities locally, and held some philanthropic fund raising activities for tax exempt charitable organizations - total of 80 members for fall 2022 semester and 94 members for spring 2023 semester (average of 87 members for the fiscal year.)

Raw XML Appendix110 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/PersonNm0WILLIAM WILLIAMSON
IRS990EZ/BooksInCareOfDetail/PhoneNum05088630303
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0107 ACKERMAN PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MOORESVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028115
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025772
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030578
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0543
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04806
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03927
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025772
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030578
IRS990EZ/FundraisingGrossIncomeAmt0692
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0692
IRS990EZ/GrossReceiptsAmt072036
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00293
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt06345
IRS990EZ/InvestmentIncomeAmt014
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt070787
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025772
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030578
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025772
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030578
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BODEN POLLACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WILLIAM MABRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT STRATTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMES MALLOY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHAEL OWENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt31ST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt42ND VP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt062611
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LOCAL CHAPTER OF A NATIONAL COLLEGIATE SOCIAL FRATERNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED SOCIAL ACTIVITIES FOR MEMBERS OF THE LOCAL CHAPTER; PARTICIPATED IN VARIOUS COMMUNITY SERVICE ACTIVITIES LOCALLY, AND HELD SOME PHILANTHROPIC FUND RAISING ACTIVITIES FOR TAX EXEMPT CHARITABLE ORGANIZATIONS - TOTAL OF 80 MEMBERS FOR FALL 2022 SEMESTER AND 94 MEMBERS FOR SPRING 2023 SEMESTER (AVERAGE OF 87 MEMBERS FOR THE FISCAL YEAR.)
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt0692
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067230
IRS990EZ/TotalRevenueAmt072036
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.THETA-TAU.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 10- PHILANTHROPIC CONTRIBUTION MADE TO SECOND HARVEST FOOD BANK.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 3,298 TRANSPORTATION 602 MEETINGS 554 CHAPTER DUES & FEES 45,430 SUPPLIES 898 COMPOSITE 2,744 OTHER 250 SCHOLARSHIP 421 SOCIAL 6,264 CHAPTER OPERATIONS 2,150 TOTAL 62,611
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDED SOCIAL ACTIVITIES FOR MEMBERS OF THE LOCAL CHAPTER; PARTICIPATED IN VARIOUS COMMUNITY SERVICE ACTIVITIES LOCALLY, AND HELD SOME PHILANTHROPIC FUND RAISING ACTIVITIES FOR TAX EXEMPT CHARITABLE ORGANIZATIONS - TOTAL OF 80 MEMBERS FOR FALL 2022 SEMESTER AND 94 MEMBERS FOR SPRING 2023 SEMESTER (AVERAGE OF 87 MEMBERS FOR THE FISCAL YEAR.)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BODEN POLLACK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06174358252
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAMBDA CHI ALPHA FRATERNITY INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0THETA TAU ZETA
ReturnHeader/Filer/BusinessNameControlTxt0LAMB
ReturnHeader/Filer/EIN0900223237
ReturnHeader/Filer/USAddress/AddressLine1Txt01834 WAKE FOREST ROAD BOX 7431
ReturnHeader/Filer/USAddress/CityNm0WINSTONSALEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027109
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEK RESOURCE SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354031880
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH BREWER
ReturnHeader/ReturnTs02023-10-17T15:38:17-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DAWSON
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.85$0.82$0.03
2024Summary only. Only limited summary data is available for this year.$0.17$0.00$0.79$0.92$0.14
2023Detailed filing. Detailed filing data is available for this year.$0.31$0.31$0.72$0.67$0.05
2023Summary only. Only limited summary data is available for this year.$0.31$0.00$0.72$0.67$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.26$0.74$0.62$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.14$0.14$0.47$0.52$0.05
2020Summary only. Only limited summary data is available for this year.$0.20$0.00$0.79$0.74$0.04
2019Summary only. Only limited summary data is available for this year.$0.15$0.00$0.72$0.62$0.10
2018Summary only. Only limited summary data is available for this year.$0.05$0.00$0.50$0.49$0.01
2017Summary only. Only limited summary data is available for this year.$0.04$0.00$1.19$1.18$0.02
2016Summary only. Only limited summary data is available for this year.$0.02$0.00$1.44$1.52$0.08
2015Summary only. Only limited summary data is available for this year.$0.10$0.00$1.31$1.27$0.05
2014Summary only. Only limited summary data is available for this year.$0.05$0.00$1.35$1.31$0.04
2013Summary only. Only limited summary data is available for this year.$0.01$0.00$1.09$1.10$0.01
2012Summary only. Only limited summary data is available for this year.$0.02$0.00$1.14$1.17$0.02
2011Summary only. Only limited summary data is available for this year.$0.04$0.00$1.11$1.07$0.03