Civic Intelligence

Lambda Chi Alpha Fraternity Inc

990EZ • Fiscal year 2017 • EIN 95-3303406

Sep 01, 2016 to Aug 31, 2017 • Filed on Jun 12, 2019

1292 E Foothill BlvdSan Luis Obispo, CA 93405

(714) 261-1088

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

44th percentile

1.1%

Higher net margin than 44% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

93rd percentile

64%

Faster asset growth than 93% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

82nd percentile

20%

Faster revenue growth than 82% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$4,579

Up $1,784 (+64%) from 2016

Net Assets

$4,579

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$169,870

Up $28,795 (+20%) from 2016

Expenses

Up

$168,086

Up $27,513 (+20%) from 2016

Net Income

Up

$1,784

Up $1,282 (+255%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$4,579
Liabilities-
Net Assets$4,579

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$169,870
Expenses$168,086
Net Income$1,784
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jun 12, 2019
Return Version
2016v3.0
Gross Receipts
$169,870
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
CODY SHIELDSPresidentPT$0--
BEN JODISVice PresidentPT$0--
KYLE KELLYSecretaryPT$0--
KENNETH DAYTreasurerPT$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 $57944

Other Expenses.2

SOCIAL $51501

Other Expenses.3

University dues and expenses $10520

Other Expenses.4

RECRUITMENT $8692

Raw XML Appendix105 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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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/BOYAmt02795
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04579
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01784
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0169870
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0169870
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02795
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04579
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BEN JODIS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KENNETH DAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0128657
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/TotalExpensesAmt0168086
IRS990EZ/TotalRevenueAmt0169870
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NATIONAL DUES $57944
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SOCIAL $51501
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNIVERSITY DUES AND EXPENSES $10520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RECRUITMENT $8692
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/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/ReturnTs02019-06-12T10:53:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

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Filings