2024-05-15T11:53:52-05:00 2023-06-30 311119890 Barnes Dennig & Co LTD 150 East Fourth Street Cincinnati OH 45202 990 2022-07-01 350459180 Lambda Chi Alpha Fraternity Inc LAMB 3178728000 10 West Carmel Drive Carmel IN 46032 Jeff Morris Chief Financial Officer 3178728000 2024-05-14 1 Jeff Morris 999009999 0 Paula Hume P00537516 5132418313 2024-05-14 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z Jeff Morris 10 West Carmel Drive Carmel IN 46032 7877170 0 X www.lambdachi.org X 1909 IN Our 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experiences, increased alumni volunteer participation, a healthy and international headquarters while also preserving historical documents, preparing fraternity periodicals and educational materials and the support of educational and risk management programs. 15 15 57 1020 117024 0 1097375 1716500 5663730 6055415 135 -60210 401293 45656 7162533 7757361 2590646 0 0 0 3387500 3454620 0 0 0 3917615 5864159 9895761 9318779 -2733228 -1561418 5400944 6329265 3497907 6105805 1903037 223460 X Our 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. 0 0 Chapter 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. Learning 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. 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 57 0 1 57 1 1 1 0 0 0 0 0 0 1716000 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 IN IL X X Jeff Morris 3178728000 10 West Carmel Drive Ste 220 Carmel IN 46032 Jeff Stuerman Left 082022 Chairman 2.00 1.00 X X 0 0 0 Samuel Oliver Vice Chairman 2.00 X X 0 0 0 Scott Jackson Secretary 2.00 X X 0 0 0 Steve Pattison Chairman 2.00 X X 0 0 0 Lenard Bendo Director 2.00 X 0 0 0 Greg Castanias Director 2.00 X 0 0 0 Frederick Kam Jr Director 2.00 X 0 0 0 Christopher Meyer Treasurer 2.00 X 0 0 0 Orlando Rummans Director 2.00 X 0 0 0 Steve Swafford Director 2.00 X 0 0 0 Timothy Tucker Left 082022 Director 2.00 X 0 0 0 Drew Goheen Left 082022 Director 2.00 X 0 0 0 Thomas Keisler Left 082022 Director 2.00 X 0 0 0 John Branch Left 082022 Director 2.00 X 0 0 0 William Hones Director 2.00 X 0 0 0 Michael Brady Joined 082022 Director 2.00 X 0 0 0 Paul Troy Jr Joined 082022 Director 2.00 X 0 0 0 Caden Beckwith Joined 082022 Director 2.00 X 0 0 0 Zachary Lee Joined 082022 Director 2.00 X 0 0 0 Eric Ma Joined 082022 Director 2.00 X 0 0 0 Troy Medley Chief Executive Officer 40.00 1.00 X 317522 0 37684 Tony Robinson Chief Financial Officer 40.00 1.00 X 142834 0 29305 Justin Fisher Chief Operating Officer 40.00 X 125694 0 21926 Doug Derringer Chief Growth Officer 40.00 X 150420 0 22270 Tad Lichtenauer Chief Innovative Officer 40.00 X 121538 0 28954 Sarah Rosenberger Director of Strategic Marketing 40.00 X 119346 0 11270 977354 0 151409 6 0 1 0 JW Marriott Scottsdale Camelback Inn 5402 East Lincoln Drive Scottsdale AZ 85253 Conference Hotel 634090 Agora Partners LLC c/o Lauth Management PO Box 1129 Carmel IN 46082 Office Space Lease 290063 VLDF LLC 1421 5th Street Suite C Sarasota FL 34236 Software and Website Development 212493 Globalization Partners LLC 175 Federal Street Floor 17 Boston MA 02110 International Contractor 161749 4 300000 1416500 1716500 Risk Management 524298 2804734 2790965 13769 Membership Dues & Fees 900099 2689807 2689807 Conf Registration 900099 369024 369024 Management Services 900099 191850 191850 6055415 103255 103255 60210 -60210 -60210 -60210 2000 59599 -57599 -57599 7757361 5984047 117024 -60210 847651 1998585 109605 282501 216278 61578 32780 285258 229431 794103 455555 363429 150297 498175 1662162 Program Expense 765147 Leadership Skills 250000 Bad debt Expenses 129696 Printing publication 122456 64092 9318779 1098185 99232 0 0 706459 648131 14786 0 75110 78703 782242 790220 1609097 795345 1056567 813752 1667595 3899227 5400944 6329265 1455213 635460 66338 0 992285 1337158 149900 149900 834171 3983287 3497907 6105805 X 1903037 223460 1903037 223460 5400944 6329265 X -1561418 -5324 -112835 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 106657 34092 72565 325807 77584 248223 1176633 683669 492964 813752 Kaplan Academy Development 1346250 ROU Assets 2502992 Projects in Process 49985 3899227 Self Insurance Reserve 513242 Chapter Reserve 698038 ROU - Liability 2772007 3983287 X Part X, Line 2: The 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. North America (not USA) 0 0 Program Services Member Dues and Fees related to three Lambda Chi Alpha Chapters 95680 0 0 0 0 0 0 95680 0 95680 0 0 0 0 0 0 Part III Accounting Method: X X X 1 1 X X X X 1 0 0 Troy Medley Chief Executive Officer 235336 0 79765 0 2421 0 13998 0 23686 0 355206 0 0 0 Doug Derringer Chief Growth Officer 105014 0 25000 0 20406 0 4728 0 17542 0 172690 0 0 0 Tony Robinson Chief Financial Officer 138459 0 4375 0 0 0 8804 0 20501 0 172139 0 0 0 Tad Lichtenauer Chief Innovative Officer 121538 0 0 0 0 0 7998 0 20956 0 150492 0 0 0 Part I, Line 4a Doug Derringer was paid severance of $20,402. Form 990, Part VI, Section A, line 6 The organization is made up of members. Form 990, Part VI, Section A, line 7a According 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 7b Actions 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 11b The Board delegates to the Resource and Audit Committee the responsibility of reviewing and approving the Form 990. Form 990, Part VI, Section A, Line 6 The Organization is made up of members. Form 990, Part VI, Section B, line 12c The board informally monitors compliance with the conflict of interest policy annually with verbal instruction from the president. Form 990, Part VI, Section B, line 15 The 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 19 The 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 7A Acording 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. LCA Investments Inc 10 West Carmel Dr Ste 220 Carmel IN 46032 862022854 Holding Company IN 501(c)(2) Lambda Chi Alpha Fraternity Inc 0 Deltaco Holdings Inc 10 West Carmel Dr Ste 220 Carmel IN 46032 872001333 Support Services IN LCA Investments Inc C 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 LCA Investments Inc C 300000 LCA Investments Inc L 66850 Deltaco Holdings Inc S 23467