Civic Intelligence

Lambda Chi Alpha Fraternity Inc

EIN 95-3303406 • 501(c)7 • San Luis Obispo, CA

Profile

Non profit social and recreatiional fraternal organization

1292 E Foothill BlvdSan Luis Obispo, CA 93405

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2018

Net Margin

63rd percentile

7.1%

Higher net margin than 63% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

99th percentile

305%

Faster asset growth than 99% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

72nd percentile

15%

Faster revenue growth than 72% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$18,563

Up $13,984 (+305%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$18,563

Up $13,984 (+305%) from 2017

Operations
Liabilities / RevenueScore unavailableNet Margin63rd percentile

Revenue

Up

$196,066

Up $26,196 (+15%) from 2017

Expenses

Up

$182,082

Up $13,996 (+8.3%) from 2017

Net Income

Up

$13,984

Up $12,200 (+684%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth99th percentile

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

$20K$15K$10K$5.0K$0Assets 2011: $1,177Liabilities 2011: $0Net Assets 2011: $1,1772011Assets 2012: $5,111Liabilities 2012: $0Net Assets 2012: $5,1112012Assets 2013: $1,067Liabilities 2013: $0Net Assets 2013: $1,0672013Assets 2014: $10,911Liabilities 2014: $0Net Assets 2014: $10,9112014Assets 2015: $2,293Liabilities 2015: $02015Assets 2016: $2,795Liabilities 2016: $02016Assets 2017: $4,579Net Assets 2017: $4,5792017Assets 2018: $18,563Net Assets 2018: $18,5632018

Highlighted filing

2018

Assets$18,563
Liabilities-
Net Assets$18,563
Open 2018 Filing

Operations Trend

Revenue Growth72nd percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $185,497Expenses 2011: $184,560Net Income 2011: $9372011Revenue 2012: $210,923Expenses 2012: $206,989Net Income 2012: $3,9342012Revenue 2013: $169,843Expenses 2013: $173,887Net Income 2013: -$4,0442013Revenue 2014: $38,152Expenses 2014: $28,308Net Income 2014: $9,8442014Revenue 2015: $152,502Expenses 2015: $161,120Net Income 2015: -$8,6182015Revenue 2016: $141,075Expenses 2016: $140,573Net Income 2016: $5022016Revenue 2017: $169,870Expenses 2017: $168,086Net Income 2017: $1,7842017Revenue 2018: $196,066Expenses 2018: $182,082Net Income 2018: $13,9842018

Highlighted filing

2018

Revenue$196,066
Expenses$182,082
Net Income$13,984
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,563
Liabilities
-
Net assets
$18,563
Revenue
$196,066
Expenses
$182,082
Net income
$13,984
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.19$0.19$1.96$1.82$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.05$0.05$1.70$1.68$0.02
2016Summary only. Only limited summary data is available for this year.$0.03$0.00$1.41$1.41$0.01
2015Summary only. Only limited summary data is available for this year.$0.02$0.00$1.53$1.61$0.09
2014Summary only. Only limited summary data is available for this year.$0.11$0.00$0.11$0.38$0.28$0.10
2013Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$1.70$1.74$0.04
2012Summary only. Only limited summary data is available for this year.$0.05$0.00$0.05$2.11$2.07$0.04
2011Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$1.85$1.85$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jun 12, 2019
Return Version
2017v2.2
Gross Receipts
$196,066
Mission and Program Overview

Mission

Non profit social and recreatiional fraternal organization

Program Services

DescriptionGrantsExpenses
Our organization participates in a canned food drive each year.--
Provide fraternity housing for members--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOGAN BOERSMAPresidentPT$0--
NOLAN DONAHUEVice PresidentPT$0--
BEN WENSLEYSecretaryPT$0--
JOHN SCHMIDTTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Lambda Chi Alpha Fraternity Inc
EIN
95-3303406
Phone
7142611088
Address
1292 E FOOTHILL BLVD, SAN LUIS OBISPO, CA 93405

Signing Officer

Name
Derek Hanson
Title
Treasurer
Signed
2019-06-12
Discuss with paid preparer
Yes

Preparer

Firm
Burkart & Stevens
Address
694 Santa Rosa Street, San Luis Obispo, CA 93401
Preparer
Cole Stevens
Phone
8055436876
Supplemental Narrative

Additional Explanations

Other Expenses.1

“NATIONAL DUES $77543”

Other Expenses.2

“SOCIAL $48279”

Other Expenses.3

“University dues and expenses $11939”

Other Expenses.4

“RECRUITMENT $9348”

Raw XML Appendix106 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/PersonNm0JACOB ROBERTS
IRS990EZ/BooksInCareOfDetail/PhoneNum07142611088
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01292 E FOOTHILL BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN LUIS OBISPO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0934051412
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04579
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018563
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013984
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04579
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018563
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0196066
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0196066
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04579
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018563
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04579
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018563
IRS990EZ/OccupancyRentUtltsAndMaintAmt034973
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LOGAN BOERSMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NOLAN DONAHUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BEN WENSLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN SCHMIDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0147109
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0NON PROFIT SOCIAL AND RECREATIIONAL FRATERNAL ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Our organization participates in a canned food drive each year.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provide fraternity housing for members
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0182082
IRS990EZ/TotalRevenueAmt0196066
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NATIONAL DUES $77543
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SOCIAL $48279
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNIVERSITY DUES AND EXPENSES $11939
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RECRUITMENT $9348
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEREK HANSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAMBDA CHI ALPHA FRATERNITY INC
ReturnHeader/Filer/BusinessNameControlTxt0LAMB
ReturnHeader/Filer/EIN0953303406
ReturnHeader/Filer/PhoneNum07142611088
ReturnHeader/Filer/USAddress/AddressLine1Txt01292 E FOOTHILL BLVD
ReturnHeader/Filer/USAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093405
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770014050
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Burkart & Stevens
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0694 Santa Rosa Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Luis Obispo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093401
ReturnHeader/PreparerPersonGrp/PhoneNum08055436876
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cole Stevens
ReturnHeader/ReturnTs02019-06-12T10:58:54-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.