FURP.ORG / PUBLIC DATA EXPLORER

LAMBDA CHI ALPHA FRATERNITY INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
LAMBDA CHI ALPHA FRATERNITY INC (EIN 35-0459180)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-15
IRS object ID
202431369349306293
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-15T11:53:52-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN311119890PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Barnes Dennig & Co LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1150 East Fourth StreetAddressLine1Txt
CityCincinnatiCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45202ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN350459180EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Lambda Chi Alpha Fraternity IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLAMBBusinessNameControlTxt
Phone3178728000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 West Carmel DriveAddressLine1Txt
CityCarmelCityNm
State AbbreviationINStateAbbreviationCd
ZIP46032ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJeff MorrisPersonNm
Person TitleChief Financial OfficerPersonTitleTxt
Phone3178728000PhoneNum
Signature2024-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJeffPersonFirstNm
Person LastMorrisPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPaula HumePreparerPersonNm
PTINP00537516PTIN
Phone5132418313PhoneNum
Preparation2024-05-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJeff MorrisPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 West Carmel DriveAddressLine1Txt
CityCarmelCityNm
State AbbreviationINStateAbbreviationCd
ZIP46032ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,877,170GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website Addresswww.lambdachi.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1909FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionOur mission is to inspire and equip collegiate men to lead an ethical life of growth, service, and leadership. To accomplish this, our activities focus on providing educational chapter management experiences, increased alumni volunteer participation, a healthy and international headquarters while also preserving historical documents, preparing fraternity periodicals and educational materials and the support of educational and risk management programs.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee57TotalEmployeeCnt
Total Volunteers1020TotalVolunteersCnt
Total Gross UBI$117,024TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,097,375PYContributionsGrantsAmt
CY Contributions Grants$1,716,500CYContributionsGrantsAmt
PY Program Service Revenue$5,663,730PYProgramServiceRevenueAmt
CY Program Service Revenue$6,055,415CYProgramServiceRevenueAmt
PY Investment Income$135PYInvestmentIncomeAmt
CY Investment Income-$60,210CYInvestmentIncomeAmt
PY Other Revenue$401,293PYOtherRevenueAmt
CY Other Revenue$45,656CYOtherRevenueAmt
PY Total Revenue$7,162,533PYTotalRevenueAmt
CY Total Revenue$7,757,361CYTotalRevenueAmt
PY Grants And Similar Paid$2,590,646PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,387,500PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,454,620CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,917,615PYOtherExpensesAmt
CY Other Expenses$5,864,159CYOtherExpensesAmt
PY Total Expenses$9,895,761PYTotalExpensesAmt
CY Total Expenses$9,318,779CYTotalExpensesAmt
PY Revenues Less Expenses-$2,733,228PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,561,418CYRevenuesLessExpensesAmt
Total Assets BOY$5,400,944TotalAssetsBOYAmt
Total Assets EOY$6,329,265TotalAssetsEOYAmt
Total Liabilities BOY$3,497,907TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,105,805TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,903,037NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$223,460NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionOur mission is to inspire and equip collegiate men to lead an ethical life of growth, service, and leadership. To accomplish this, our activities focus on providing educational chapter management experiences, increased alumni volunteer participation, a healthy and safe chapter environment, partnerships with host institutions, and an emphasis on higher average chapter size.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescChapter support involves virtual coaching model where Fraternity team members conduct regular visits with key officer positions within the each chapter. Onsite visits to chapters are conducted when recommended based on the individual needs of the chapter. The health and wellness team provides resources and tools and liability coverage through a third party insurance agency.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescLearning Outcomes designs and develops extensive in-person and online training solutions for chapters and alumni. Ranging from online individual training and group-based activities, to in the room small and large group sessions (with a maximum of approximately 200 participants), Learning Outcomes offers a variety of solutions to meet the needs of our members.Desc
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document57IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee57EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Initiation Fees And Cap Contri$1,716,000InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jeff MorrisBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3178728000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 West Carmel Drive Ste 220AddressLine1Txt
CityCarmelCityNm
State AbbreviationINStateAbbreviationCd
ZIP46032ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Jeff Stuerman Left 082022
Chairman2.001.00Yes (X)Yes (X)$0$0$0
Samuel Oliver
Vice Chairman2.00Yes (X)Yes (X)$0$0$0
Scott Jackson
Secretary2.00Yes (X)Yes (X)$0$0$0
Steve Pattison
Chairman2.00Yes (X)Yes (X)$0$0$0
Lenard Bendo
Director2.00Yes (X)$0$0$0
Greg Castanias
Director2.00Yes (X)$0$0$0
Frederick Kam Jr
Director2.00Yes (X)$0$0$0
Christopher Meyer
Treasurer2.00Yes (X)$0$0$0
Orlando Rummans
Director2.00Yes (X)$0$0$0
Steve Swafford
Director2.00Yes (X)$0$0$0
Timothy Tucker Left 082022
Director2.00Yes (X)$0$0$0
Drew Goheen Left 082022
Director2.00Yes (X)$0$0$0
Thomas Keisler Left 082022
Director2.00Yes (X)$0$0$0
John Branch Left 082022
Director2.00Yes (X)$0$0$0
William Hones
Director2.00Yes (X)$0$0$0
Michael Brady Joined 082022
Director2.00Yes (X)$0$0$0
Paul Troy Jr Joined 082022
Director2.00Yes (X)$0$0$0
Caden Beckwith Joined 082022
Director2.00Yes (X)$0$0$0
Zachary Lee Joined 082022
Director2.00Yes (X)$0$0$0
Eric Ma Joined 082022
Director2.00Yes (X)$0$0$0
Troy Medley
Chief Executive Officer40.001.00Yes (X)$317,522$0$37,684
Tony Robinson
Chief Financial Officer40.001.00Yes (X)$142,834$0$29,305
Justin Fisher
Chief Operating Officer40.00Yes (X)$125,694$0$21,926
Doug Derringer
Chief Growth Officer40.00$150,420$0$22,270Yes (X)
Tad Lichtenauer
Chief Innovative Officer40.00$121,538$0$28,954Yes (X)
Sarah Rosenberger
Director of Strategic Marketing40.00$119,346$0$11,270Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$977,354TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$151,409TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K6IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
JW Marriott Scottsdale Camelback Inn
5402 East Lincoln DriveScottsdaleAZ85253Conference Hotel$634,090
Agora Partners LLC
c/o Lauth Management PO Box 1129CarmelIN46082Office Space Lease$290,063
VLDF LLC
1421 5th Street Suite CSarasotaFL34236Software and Website Development$212,493
Globalization Partners LLC
175 Federal Street Floor 17BostonMA02110International Contractor$161,749
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
Related Organizations$300,000RelatedOrganizationsAmt
All Other Contributions$1,416,500AllOtherContributionsAmt
Total Contributions$1,716,500TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Risk Management524298$2,804,734$2,790,965$13,769
Membership Dues & Fees900099$2,689,807$2,689,807
Conf Registration900099$369,024$369,024
Management Services900099$191,850$191,850
FieldValueIRS element (for citing)
Total Program Service Revenue$6,055,415TotalProgramServiceRevenueAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$103,255TotalRevenueColumnAmt
Unrelated Business Revenue$103,255UnrelatedBusinessRevenueAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$60,210OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other-$60,210OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$60,210TotalRevenueColumnAmt
Exclusion-$60,210ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$2,000GrossSalesOfInventoryAmt
Cost Of Goods Sold$59,599CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$57,599TotalRevenueColumnAmt
Related Or Exempt Func Income-$57,599RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,757,361TotalRevenueColumnAmt
Related Or Exempt Func Income$5,984,047RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$117,024UnrelatedBusinessRevenueAmt
Exclusion-$60,210ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$847,651TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,998,585TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$109,605TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$282,501TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$216,278TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$61,578TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$32,780TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$285,258TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$229,431TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$794,103TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$455,555TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$363,429TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$150,297TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$498,175TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,662,162TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
Program Expense$765,147
Leadership Skills$250,000
Bad debt Expenses$129,696
Printing publication$122,456

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$64,092TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$9,318,779TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,098,185BOYAmt
EOY$99,232EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$706,459BOYAmt
EOY$648,131EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$14,786BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$75,110BOYAmt
EOY$78,703EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$782,242BOYAmt
EOY$790,220EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,609,097LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$795,345LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,056,567BOYAmt
EOY$813,752EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,667,595BOYAmt
EOY$3,899,227EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,400,944BOYAmt
EOY$6,329,265EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,455,213BOYAmt
EOY$635,460EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$66,338BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$992,285BOYAmt
EOY$1,337,158EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$149,900BOYAmt
EOY$149,900EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$834,171BOYAmt
EOY$3,983,287EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,497,907BOYAmt
EOY$6,105,805EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,903,037BOYAmt
EOY$223,460EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,903,037BOYAmt
EOY$223,460EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,400,944BOYAmt
EOY$6,329,265EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$1,561,418ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$5,324NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$112,835OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$106,657OtherCostOrOtherBasisAmt
Depreciation$34,092DepreciationAmt
Book Value$72,565BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$325,807OtherCostOrOtherBasisAmt
Depreciation$77,584DepreciationAmt
Book Value$248,223BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,176,633OtherCostOrOtherBasisAmt
Depreciation$683,669DepreciationAmt
Book Value$492,964BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$813,752TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
Kaplan Academy Development$1,346,250
ROU Assets$2,502,992
Projects in Process$49,985
FieldValueIRS element (for citing)
Total Book Value Other Assets$3,899,227TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
Self Insurance Reserve$513,242
Chapter Reserve$698,038
ROU - Liability$2,772,007
FieldValueIRS element (for citing)
Total Liability$3,983,287TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X, Line 2:FormAndLineReferenceDesc
ExplanationThe Fraternity and LCA Investments are exempt from income taxes under Section 501 of the Internal Revenue Code and a similar state law. The Fraternity and LCA Investments are required to file Federal Form 990 Return of Organization Exempts from Income Tax, which is an information return only. The Form 990 is subject to review and examination by federal and state authorities. The Organization believes it has appropriate support for any tax positions taken, and therefore, does not have any uncertain income tax positions that are material to the consolidated financial statements.ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionNorth America (not USA)RegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedProgram ServicesTypeOfActivitiesConductedTxt
Specific Services ProvidedMember Dues and Fees related to three Lambda Chi Alpha ChaptersSpecificServicesProvidedTxt
Region Total Expenditures$95,680RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$95,680SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$95,680TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart III Accounting Method:FormAndLineReferenceDesc

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Troy Medley
Chief Executive Officer$235,336$0$79,765$0$2,421$0$13,998$0$23,686$0$355,206$0$0$0
Doug Derringer
Chief Growth Officer$105,014$0$25,000$0$20,406$0$4,728$0$17,542$0$172,690$0$0$0
Tony Robinson
Chief Financial Officer$138,459$0$4,375$0$0$0$8,804$0$20,501$0$172,139$0$0$0
Tad Lichtenauer
Chief Innovative Officer$121,538$0$0$0$0$0$7,998$0$20,956$0$150,492$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 4aFormAndLineReferenceDesc
ExplanationDoug Derringer was paid severance of $20,402.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 6The organization is made up of members.
Form 990, Part VI, Section A, line 7aAccording to article 3 of the organization's constitution, the general assembly shall be the chief governing body of the organization. Included in its powers and duties is the election of the officers of the general fraternity.
Form 990, Part VI, Section A, line 7bActions of the Grand High Zeta, including resolutions, are brought before the general assembly in even numbered years for adoption by the membership.
Form 990, Part VI, Section B, line 11bThe Board delegates to the Resource and Audit Committee the responsibility of reviewing and approving the Form 990.
Form 990, Part VI, Section A, Line 6The Organization is made up of members.
Form 990, Part VI, Section B, line 12cThe board informally monitors compliance with the conflict of interest policy annually with verbal instruction from the president.
Form 990, Part VI, Section B, line 15The executive committee of the board of directors review the CEO performance summary, with input from all directors. Compensation is determined by the executive committee.
Form 990, Part VI, Section C, line 19The organization makes its governing documents, conflict of interest policy and financial statement available to the public upon written or verbal request.
Form 990, Part XI, line 9:Transfer of net assets 23,467. Adjustment of Partnership Income -136,302.
Form 990, Part VI, Section A, Line 7AAcording to Article 3 of the organization's constitution, the general assembly shall be the Chief Governing Body of the organization. Including in its powers and duties is the election of the officers of the general fraternity.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1LCA Investments IncBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 West Carmel Dr Ste 220AddressLine1Txt
CityCarmelCityNm
State AbbreviationINStateAbbreviationCd
ZIP46032ZIPCd
FieldValueIRS element (for citing)
EIN862022854EIN
Primary ActivitiesHolding CompanyPrimaryActivitiesTxt
Legal Domicile StateINLegalDomicileStateCd
Exempt Code Section501(c)(2)ExemptCodeSectionTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Lambda Chi Alpha Fraternity IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled Organization0ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Deltaco Holdings IncBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 West Carmel Dr Ste 220AddressLine1Txt
CityCarmelCityNm
State AbbreviationINStateAbbreviationCd
ZIP46032ZIPCd
FieldValueIRS element (for citing)
EIN872001333EIN
Primary ActivitiesSupport ServicesPrimaryActivitiesTxt
Legal Domicile StateINLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1LCA Investments IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeCEntityTypeTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmt
LCA Investments Inc
C$300,000
LCA Investments Inc
L$66,850
Deltaco Holdings Inc
S$23,467