2025-05-14T13:08:32-05:00 2024-06-30 311119890 Barnes Dennig & Co LTD 150 East Fourth Street Cincinnati OH 45202 990 2023-07-01 350459180 Lambda Chi Alpha Fraternity Inc LAMB 3178728000 10 West Carmel Drive Carmel IN 46032 Jeff Morris Chief Financial Officer 3178728000 2025-05-14 1 1 Paula Hume P00537516 5132418313 2025-05-14 2023 2025-03-06 01:10:19Z Jeff Morris 10 West Carmel Drive Carmel IN 46032 7848992 0 0293 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experiences, increased alumni volunteer participation, a healthy and international headquarters while also preserving historical documents, preparing fraternity periodicals and educational materials and the support of educational and risk management programs.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 64 1500 118342 0 1716500 983079 6055415 6747571 -60210 20497 45656 97845 7757361 7848992 0 0 0 0 3454620 3459849 0 0 0 5864159 4616906 9318779 8076755 -1561418 -227763 6329265 6659087 6105805 6105683 223460 553404 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 31 0 1 64 1 1 1 0 0 0 0 0 0 737828 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 0 0 X Jeff Morris 3178728000 10 West Carmel Drive Ste 220 Carmel IN 46032 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 1.00 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 X 0 0 0 Orlando Rummans Director 2.00 X 0 0 0 Steve Swafford Director 2.00 X 0 0 0 Ethan Koren Director 2.00 X 0 0 0 Michael Brady Director 2.00 X 0 0 0 Paul Troy Jr Director 2.00 X 0 0 0 Michael Pagan Director 2.00 X 0 0 0 Wyatt Slonneger Director 2.00 X 0 0 0 Yoani Suarez Director 2.00 X 0 0 0 Troy Medley Chief Executive Officer 40.00 1.00 X 314293 0 41416 Tony Robinson - Exit 1023 Chief Financial Officer 40.00 1.00 X 120374 0 22666 Justin Fisher Chief Operating Officer 40.00 X 135454 0 24301 Jeff Morris - Start 1123 Chief Financial Officer 40.00 X 14000 0 0 Tad Lichtenauer Chief Marketing Officer 40.00 X 123490 0 29730 Sarah Rosenberger-Exit 0524 Director of Strategic Marketing 40.00 X 120767 0 14307 828378 0 132420 5 0 1 0 Agora Partners LLC c/o Lauth Management PO Box 1129 Carmel IN 46082 Office Space Lease 349754 JW Marriott Scottsdale Camelback Inn 5402 East Lincoln Drive Scottsdale AZ 85253 Conference Hotel 274304 Globalization Partners LLC 175 Federal Street Floor 17 Boston MA 02110 International Contractor 188389 VLDF LLC 1421 5th Street Suite C Sarasota FL 34236 Software and Website Development 163513 4 983079 983079 Risk Management 524298 3811367 3811367 Membership Dues & Fees 900099 2647294 2647294 Management Services 900099 246850 186850 60000 Conf Registration 900099 42060 42060 6747571 20497 20497 97845 97845 7848992 6687571 118342 60000 672504 2237090 101746 236672 211837 64979 30750 301747 216167 628780 327667 338121 130238 609287 1208468 Printing publication 447920 Program Expense 159639 Membership materials 53885 Bad debt Expenses 49941 49317 8076755 99232 891674 648131 696206 314000 78703 33481 790220 737005 2086673 1404632 813752 682041 3899227 3304680 6329265 6659087 635460 622386 565638 1337158 672391 149900 124469 3983287 4120799 6105805 6105683 X 223460 553404 223460 553404 6329265 6659087 X -227763 -15595 573302 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 121018 52784 68234 325807 108395 217412 1639848 1243453 396395 682041 Kaplan Academy Development 1023150 ROU Assets 2235905 Projects in Process 45625 3304680 Self Insurance Reserve 709811 Chapter Reserve 704688 Lease Liabilities - Operating 2500850 Due from/to LCA Investments Inc 205450 4120799 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 50082 0 0 0 0 0 0 50082 0 50082 0 0 0 0 0 0 X X X 1 1 X X X X 0 0 0 Troy Medley Chief Executive Officer 236293 0 75000 0 3000 0 18858 0 22558 0 355709 0 0 0 Justin Fisher Chief Operating Officer 124782 0 10672 0 0 0 6689 0 17612 0 159755 0 0 0 Tad Lichtenauer Chief Marketing Officer 123490 0 0 0 0 0 7409 0 22321 0 153220 0 0 0 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 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 15a 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 from LCA Investments 720,000. LCA pass-through income -146,698. Form 990, Part XII, Line 2c: There were no changes in the process during the year. 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 LCA Investments S 720000 FMV