LAMBDA CHI ALPHA FRATERNITY INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
LAMBDA CHI ALPHA FRATERNITY INC (EIN 35-0459180)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-03-24
IRS object ID
202230839349300308
Schema version
2020v4.2
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)
Return2022-03-24T08:01:48-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351178661PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLUE & CO LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112800 N MERIDIAN ST STE 400AddressLine1Txt
CityCARMELCityNm
State AbbreviationINStateAbbreviationCd
ZIP46032ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

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 DRIVE NO 220AddressLine1Txt
CityCARMELCityNm
State AbbreviationINStateAbbreviationCd
ZIP46032ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTONY ROBINSONPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone3178728000PhoneNum
Signature2022-02-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTONYPersonFirstNm
Person LastROBINSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANGELA N CRAWFORD CPAPreparerPersonNm
PTINP00573197PTIN
Phone3178488920PhoneNum
Preparation2022-02-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerTONY ROBINSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 WEST CARMEL DRIVE NO 220AddressLine1Txt
CityCARMELCityNm
State AbbreviationINStateAbbreviationCd
ZIP46032ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,808,367GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.LAMBDACHI.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1909FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionTO PROMOTE AND SUPPORT AFFILIATED CHAPTERS AND COLONIES THROUGH THE MAINTENANCE OF AN 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 Body22VotingMembersGoverningBodyCnt
Voting Members Independent22VotingMembersIndependentCnt
Total Employee46TotalEmployeeCnt
Total Volunteers2125TotalVolunteersCnt
Total Gross UBI$231,282TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$106,286NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$170,500PYContributionsGrantsAmt
CY Contributions Grants$1,375,799CYContributionsGrantsAmt
PY Program Service Revenue$5,411,113PYProgramServiceRevenueAmt
CY Program Service Revenue$5,045,159CYProgramServiceRevenueAmt
PY Investment Income$26,536PYInvestmentIncomeAmt
CY Investment Income$42,784CYInvestmentIncomeAmt
PY Other Revenue$361,760PYOtherRevenueAmt
CY Other Revenue$334,630CYOtherRevenueAmt
PY Total Revenue$5,969,909PYTotalRevenueAmt
CY Total Revenue$6,798,372CYTotalRevenueAmt
PY Grants And Similar Paid$174,449PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$167,049CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,500,396PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,084,676CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,662,344PYOtherExpensesAmt
CY Other Expenses$3,211,645CYOtherExpensesAmt
PY Total Expenses$6,337,189PYTotalExpensesAmt
CY Total Expenses$6,463,370CYTotalExpensesAmt
PY Revenues Less Expenses-$367,280PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$335,002CYRevenuesLessExpensesAmt
Total Assets BOY$5,804,314TotalAssetsBOYAmt
Total Assets EOY$7,623,862TotalAssetsEOYAmt
Total Liabilities BOY$1,673,769TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,085,791TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,130,545NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,538,071NetAssetsOrFundBalancesEOYAmt
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 INSTITIUTIONS, AND AN EMPHASIS ON HIGHER AVERAGE CHAPTER SIZE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescCHAPTER SERVICES INVOLVES VISITATION TO CHAPTERS AND COLONIES BY FRATERNITY STAFF AND PERSONNEL, WHO HAVE GONE THROUGH TRAINING AND EDUCATION PRIOR TO VISITATIONS. THE VISITATIONS INCLUDE INSPECTIONS, COUNSELING AND LEADERSHIP FOR MEMBERS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescTHE EDUCATION TEAM PROVIDES EXTENSIVE ONLINE TRAINING AS WELL AS IN-PERSON TRAINING AT CHAPTER WORKSHOPS, SUMMER CONFERENCES, AND CHAPTER PRESIDENTS' SUMMIT.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescTHE HEALTH & WELLNESS TEAM PROVIDES CHAPTERS WITH RISK MANAGEMENT TOOLS AND LIABILITY INSURANCE, OFFERING COVERAGE TO CHAPTERS, MEMBERS, AND ALUMNI VOLUNTEERS THROUGH A THIRD PARTY INSURANCE AGENCY.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 SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
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 OrganizationsYes (1)GrantsToOrganizationsInd
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 Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document10IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee46EmployeeCnt
Employment Tax Returns Filed0EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Initiation Fees And Cap Contri$647,190InitiationFeesAndCapContriAmt
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 Members22GoverningBodyVotingMembersCnt
Independent Voting Member22IndependentVotingMemberCnt
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 Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TONY ROBINSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3178728000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 WEST CARMEL DRIVE NO 220AddressLine1Txt
CityCARMELCityNm
State AbbreviationINStateAbbreviationCd
ZIP46032ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
JEFF STUERMAN
CHAIRMAN3.00Yes (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
TREASURER3.00Yes (X)Yes (X)$0$0$0
LENARD BENDO
DIRECTOR2.00Yes (X)$0$0$0
JOSUE BLANCO
DIRECTOR2.00Yes (X)$0$0$0
DONNIE BONEE
DIRECTOR2.00Yes (X)$0$0$0
GREG CASTANIAS
DIRECTOR2.00Yes (X)$0$0$0
LUIS DE LA FUENTE
DIRECTOR2.00Yes (X)$0$0$0
DAVID HUFFINE
DIRECTOR2.00Yes (X)$0$0$0
FREDERICK KAM JR
DIRECTOR2.00Yes (X)$0$0$0
DAVID LEATHERS
DIRECTOR2.00Yes (X)$0$0$0
JOHN-MICHAEL THOMAS LIONTAS
DIRECTOR2.00Yes (X)$0$0$0
ALEXANDER MARTINS
DIRECTOR2.00Yes (X)$0$0$0
CHRISTOPHER MEYER
DIRECTOR2.00Yes (X)$0$0$0
JONAH MUDSE
DIRECTOR2.00Yes (X)$0$0$0
SCOTT REIKOFSKI
DIRECTOR2.00Yes (X)$0$0$0
KAMERON RINEHART
DIRECTOR2.00Yes (X)$0$0$0
ORLANDO RUMMANS
DIRECTOR2.00Yes (X)$0$0$0
STEVE SWAFFORD
DIRECTOR2.00Yes (X)$0$0$0
TIMOTHY TUCKER
DIRECTOR2.00Yes (X)$0$0$0
ROBERT DANIEL WULFF
DIRECTOR2.00Yes (X)$0$0$0
TONY ROBINSON
CHIEF FINANCIAL OFFICER40.00Yes (X)$125,866$0$23,582
TROY MEDLEY
CHIEF EXECUTIVE OFFICER40.00Yes (X)$294,036$0$32,006
JUSTIN FISHER
CHIEF OPERATING OFFICER40.00Yes (X)$118,303$0$13,470
TAD LICHTENAUER
CHIEF INNOVATION OFFICER40.00$116,425$0$25,523Yes (X)
DOUG DERRINGER
CHIEF GROWTH OFFICER40.00$141,526$0$17,880Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$796,156TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$112,461TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K5IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,375,799AllOtherContributionsAmt
Total Contributions$1,375,799TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RISK MANAGEMENT524298$2,526,103$2,526,103
MEMBERSHIP DUES & FEES900099$2,464,886$2,464,886
CONFERENCE REGISTRATIO900099$54,170$54,170
FieldValueIRS element (for citing)
Total Program Service Revenue$5,045,159TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$22,648TotalRevenueColumnAmt
Unrelated Business Revenue$22,648UnrelatedBusinessRevenueAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$94,905TotalRevenueColumnAmt
Unrelated Business Revenue$94,905UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$27,980OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$7,844OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$20,136OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,136TotalRevenueColumnAmt
Exclusion$20,136ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$1,800GrossSalesOfInventoryAmt
Cost Of Goods Sold$2,151CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$351TotalRevenueColumnAmt
Related Or Exempt Func Income-$351RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
LLC ORDINARY INCOME900099$113,729$113,729
FOUNDATION REIMBURSEME900099$75,000$75,000
MISCELLANEOUS INCOME900099$31,146$31,146

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,201TotalRevenueColumnAmt
Related Or Exempt Func Income$20,201RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$240,076OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,798,372TotalRevenueColumnAmt
Related Or Exempt Func Income$5,171,155RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$231,282UnrelatedBusinessRevenueAmt
Exclusion$20,136ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$167,049TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$589,073TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,888,035TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$57,209TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$358,300TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$192,059TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$15,049TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$28,407TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$464,792TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$117,341TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$186,795TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$379,909TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$346,117TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$108,320TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$77,427TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$18,159TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$66,799TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,116,930TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
DUES & SUBSCRIPTIONS$193,075
UBI TAXES$73,030
OTHER EXPENSE$19,495

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,463,370TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,662,030BOYAmt
EOY$1,861,463EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,885,201BOYAmt
EOY$1,892,494EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$575,729BOYAmt
EOY$462,715EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$11,142EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$71,144BOYAmt
EOY$68,993EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$709,351BOYAmt
EOY$554,037EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$792,821LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$119,215LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$92,157BOYAmt
EOY$673,606EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$808,702BOYAmt
EOY$985,912EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$1,113,500EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,804,314BOYAmt
EOY$7,623,862EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$655,657BOYAmt
EOY$845,821EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$58,520BOYAmt
EOY$2,950EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
EOY$234,985EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$809,692BOYAmt
EOY$1,852,135EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,673,769BOYAmt
EOY$3,085,791EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,130,545BOYAmt
EOY$4,538,071EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,130,545BOYAmt
EOY$4,538,071EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,804,314BOYAmt
EOY$7,623,862EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$335,002ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$946NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$73,470OtherChangesInNetAssetsAmt
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)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
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$48,774OtherCostOrOtherBasisAmt
Depreciation$581DepreciationAmt
Book Value$48,193BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$744,047OtherCostOrOtherBasisAmt
Depreciation$118,634DepreciationAmt
Book Value$625,413BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$673,606TotalBookValueLandBuildingsAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$985,912BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$985,912TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescKAPLAN LEADERSHIP SKILLS CREDENTIAL PROGRAMDesc
Book Value$1,113,500BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,113,500TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
CHAPTER REHABILITATION LIABILITY$1,672,083
SELF INSURED CLAIMS RESERVE$180,052
FieldValueIRS element (for citing)
Total Liability$1,852,135TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$6,852,846TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$946NetUnrealizedGainsInvstAmt
Other Revenue$73,470OtherRevenueAmt
Revenue Not Reported$72,524RevenueNotReportedAmt
Revenue Subtotal$6,780,322RevenueSubtotalAmt
Other Revenues Not Included$18,050OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$18,050RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$6,798,372TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$6,445,320TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included-$18,050OtherExpensesIncludedAmt
Expenses Not Reported-$18,050ExpensesNotReportedAmt
Expenses Subtotal$6,463,370ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$6,463,370TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE FRATERNITY IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(7) OF THE UNITED STATES INTERNAL REVENUE CODE AND SIMILAR STATE LAW. THE EXEMPTION IS ON ALL INCOME EXCEPT UNRELATED BUSINESS INCOME. AN UNRELATED TRADE OR BUSINESS OF AN EXEMPT ORGANIZATION IS ANY TRADE OR BUSINESS WHICH IS NOT SUBSTANTIALLY RELATED TO THE EXERCISE OR PERFORMANCE OF ITS EXEMPT PURPOSE. CERTAIN NONMEMBER INCOME, THAT WOULD OTHERWISE BE TAXABLE, MAY BE SET ASIDE. INCOME THAT IS PROPERLY SET ASIDE MUST BE USED FOR THE QUALIFYING PURPOSES OUTLINED IN THE SET-ASIDE RESOLUTION. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FRATERNITY AND RECOGNIZE A TAX LIABILITY IF THE FRATERNITY HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FRATERNITY, AND HAS CONCLUDED THAT AS OF JUNE 30, 2021 AND 2020 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FRATERNITY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AS SUCH, THE FRATERNITY IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE FRATERNITY IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX AND A CORRESPONDING STATE RETURN, WHICH ARE INFORMATIONAL RETURNS ONLY. THE FRATERNITY HAS FILED ITS FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH JUNE 30, 2020. THESE INCOME TAX RETURNS ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE LATER OF THE DATE THE RETURN WAS FILED OR ITS DUE DATE (INCLUDING APPROVED EXTENSIONS).
PART XI, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN EQUITY OF LLC 73,470.
PART XI, LINE 4B - OTHER ADJUSTMENTS:COST OF GOODS SOLD -2,151. BAD DEBT RECOVERY 20,201.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD 2,151. BAD DEBT RECOVERY -20,201.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionNORTH AMERICA - CANADA, BUT NOT THE UNITED STATESRegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedPROGRAM SERVICESTypeOfActivitiesConductedTxt
Specific Services ProvidedMEMBER DUES AND FEES RELATED TO THREE LAMBDA CHI ALPHA CHAPTERS.SpecificServicesProvidedTxt
Region Total Expenditures$55,941RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$55,941SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$55,941TotalSpentAmt
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 I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
LAMBDA CHI ALPHA EDUCATIONAL FOUNDATION INC
10 WEST CARMEL DRIVE STE 220CARMELIN46032136266432501(C)(3)$130,500BILL FARKAS FUND
ST VINCENT FOUNDATION
8402 HARCOURT ROAD SUITE 210INDIANAPOLISIN46260356088862501(C)(3)$25,000GENERAL CONTRIBUTION
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E Expnss0WrittenPolicyRefTAndEExpnssInd
Substantiation Required0SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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$223,187$0$67,500$0$3,349$0$13,990$0$18,016$0$326,042$0$0$0
DOUG DERRINGER
CHIEF GROWTH OFFICER$116,271$0$25,000$0$255$0$0$0$17,880$0$159,406$0$0$0

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 FINANCE AND AUDIT COMMITTEES ARE GIVEN A COPY OF THE FORM 990 FOR REVIEW. UPON REVIEW, THE FORM IS SIGNED AND THEN DISTRIBUTED TO THE BOARD VIA E-MAIL PRIOR TO FILING.
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 15ATHE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE CEO PERFORMANCE ANNUALLY, WITH INPUT FROM ALL DIRECTORS. COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 18THE ORGANIZATION MAKES ITS FORM 990 AND FORM 1024 AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN OR VERBAL REQUEST.
FORM 990, PART XI, LINE 9:CHANGE IN EQUITY OF LLC 73,470.
FORM 990, PART XII, LINE 2C:THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.

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