LAMBDA CHI ALPHA FRATERNITY INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: LAMBDA CHI ALPHA FRATERNITY INC (EIN 35-0459180)
Tax period: 2019-07-01 to 2020-06-30
Filed: 2021-05-17
IRS object ID: 202121379349301692
Schema version: 2019v5.2
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
Form 990
Schedule B
Schedule D
Schedule F
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-05-17T09:40:47-05:00	ReturnTs
Tax Period End	2020-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	351178661	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BLUE & CO LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	12800 N MERIDIAN ST STE 400	AddressLine1Txt
City	CARMEL	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46032	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2019-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	350459180	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LAMBDA CHI ALPHA FRATERNITY INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	LAMB	BusinessNameControlTxt
Phone	3178728000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	11711 N PENNSYLVANIA STREET NO 2	AddressLine1Txt
City	CARMEL	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46032	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	TROY MEDLEY	PersonNm
Person Title	CHIEF EXECUTIVE OFFICER	PersonTitleTxt
Phone	3178728000	PhoneNum
Signature	2021-05-17	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	BRIDGETTE MUGGE	PreparerPersonNm
PTIN	P00671418	PTIN
Phone	3178488920	PhoneNum
Preparation	2021-05-17	PreparationDt

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	TROY MEDLEY	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	11711 N PENNSYLVANIA STREET NO 250	AddressLine1Txt
City	CARMEL	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46032	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$6,031,599	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	WWW.LAMBDACHI.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1909	FormationYr
Legal Domicile State	IN	LegalDomicileStateCd
Activity Or Mission	TO 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 Body	15	VotingMembersGoverningBodyCnt
Voting Members Independent	15	VotingMembersIndependentCnt
Total Employee	46	TotalEmployeeCnt
Total Volunteers	1123	TotalVolunteersCnt
Total Gross UBI	$356,693	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$176,277	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$196,000	PYContributionsGrantsAmt
CY Contributions Grants	$170,500	CYContributionsGrantsAmt
PY Program Service Revenue	$5,415,425	PYProgramServiceRevenueAmt
CY Program Service Revenue	$5,411,113	CYProgramServiceRevenueAmt
PY Investment Income	$47,432	PYInvestmentIncomeAmt
CY Investment Income	$26,536	CYInvestmentIncomeAmt
PY Other Revenue	$263,585	PYOtherRevenueAmt
CY Other Revenue	$361,760	CYOtherRevenueAmt
PY Total Revenue	$5,922,442	PYTotalRevenueAmt
CY Total Revenue	$5,969,909	CYTotalRevenueAmt
PY Grants And Similar Paid	$33,423	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$174,449	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$2,144,324	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$2,500,396	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$4,535,756	PYOtherExpensesAmt
CY Other Expenses	$3,662,344	CYOtherExpensesAmt
PY Total Expenses	$6,713,503	PYTotalExpensesAmt
CY Total Expenses	$6,337,189	CYTotalExpensesAmt
PY Revenues Less Expenses	-$791,061	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$367,280	CYRevenuesLessExpensesAmt
Total Assets BOY	$5,732,790	TotalAssetsBOYAmt
Total Assets EOY	$5,804,314	TotalAssetsEOYAmt
Total Liabilities BOY	$1,226,751	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,673,769	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$4,506,039	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$4,130,545	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	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 INSTITIUTIONS, AND AN EMPHASIS ON HIGHER AVERAGE CHAPTER SIZE.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Desc	CHAPTER 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

Field	Value	IRS element (for citing)
Desc	THE 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

Field	Value	IRS element (for citing)
Desc	THE 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

Field	Value	IRS element (for citing)
Described In Section501c3	0	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	24	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	46	EmployeeCnt
Employment Tax Returns Filed	0	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Initiation Fees And Cap Contri	$566,399	InitiationFeesAndCapContriAmt
Gross Receipts For Public Use	$0	GrossReceiptsForPublicUseAmt
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	15	GoverningBodyVotingMembersCnt
Independent Voting Member	15	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	Yes (1)	LocalChaptersInd
Policies Reference Chapters	Yes (1)	PoliciesReferenceChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	IN	StatesWhereCopyOfReturnIsFldCd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TONY ROBINSON	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3178728000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	11711 N PENNSYLVANIA ST SUITE 250	AddressLine1Txt
City	CARMEL	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46032	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
JEFF STUERMAN
CHAIRMAN	3.00	Yes (X)	Yes (X)	$0	$0	$0
DAVID HUFFINE
VICE CHAIRMAN	2.00	Yes (X)	Yes (X)	$0	$0	$0
SCOTT JACKSON
SECRETARY	2.00	Yes (X)	Yes (X)	$0	$0	$0
STEVE PATTISON
TREASURER	3.00	Yes (X)	Yes (X)	$0	$0	$0
LENARD BENDO
DIRECTOR	2.00	Yes (X)		$0	$0	$0
JOSUE BLANCO
DIRECTOR	2.00	Yes (X)		$0	$0	$0
DONNIE BONEE
DIRECTOR	2.00	Yes (X)		$0	$0	$0
GREG CASTANIAS
DIRECTOR	2.00	Yes (X)		$0	$0	$0
LUIS DE LA FUENTE
DIRECTOR	2.00	Yes (X)		$0	$0	$0
FREDERICK KAM JR
DIRECTOR	2.00	Yes (X)		$0	$0	$0
DAVID LEATHERS
DIRECTOR	2.00	Yes (X)		$0	$0	$0
SAMUEL OLIVER
DIRECTOR	2.00	Yes (X)		$0	$0	$0
SCOTT REIKOFSKI
DIRECTOR	2.00	Yes (X)		$0	$0	$0
KAMERON RINEHART
DIRECTOR	2.00	Yes (X)		$0	$0	$0
TIMOTHY TUCKER
DIRECTOR	2.00	Yes (X)		$0	$0	$0
WILLIAM T FARKAS
CHIEF EXECUTIVE OFFICER (1/1 -6/30)	40.00		Yes (X)	$113,620	$0	$9,716
TONY ROBINSON
CHIEF FINANCIAL OFFICER	40.00		Yes (X)	$117,172	$0	$21,550
TROY MEDLEY
CHIEF EXECUTIVE OFFICER	40.00		Yes (X)	$125,373	$0	$13,041
TAD LICHTENAUER
CHIEF INNOVATION OFFICER	40.00			$107,946	$0	$24,444	Yes (X)
JUSTIN FISHER
CHIEF OPERATING OFFICER	40.00			$105,979	$0	$16,442	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$570,090	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$85,193	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	5	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	FOURTH QUADRANT INC DBA UP & UP	BusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	504 RHETT STREET SUITE 100	AddressLine1Txt
City	GREENVILLE	CityNm
State Abbreviation	SC	StateAbbreviationCd
ZIP	29601	ZIPCd

Field	Value	IRS element (for citing)
Services	MARKETING SERVICES	ServicesDesc
Compensation	$284,567	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$170,500	AllOtherContributionsAmt
Total Contributions	$170,500	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RISK MANAGEMENT	524298	$2,648,327	$2,648,327
MEMBERSHIP DUES & FEES	900099	$2,536,195	$2,536,195
CONVENTION INCOME	900099	$226,591	$226,591

Field	Value	IRS element (for citing)
Total Program Service Revenue	$5,411,113	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$67,084	TotalRevenueColumnAmt
Unrelated Business Revenue	$67,084	UnrelatedBusinessRevenueAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$126,738	TotalRevenueColumnAmt
Unrelated Business Revenue	$126,738	UnrelatedBusinessRevenueAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$400	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$400	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$400	TotalRevenueColumnAmt
Related Or Exempt Func Income	$400	RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$1,169	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$0	SecuritiesAmt
Other	$41,717	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$1,169	SecuritiesAmt
Other	-$41,717	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$40,548	TotalRevenueColumnAmt
Unrelated Business Revenue	$1,169	UnrelatedBusinessRevenueAmt
Exclusion	-$41,717	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$4,719	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$19,973	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$15,254	TotalRevenueColumnAmt
Related Or Exempt Func Income	-$15,254	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
LLC ORDINARY INCOME	900099	$161,702	$161,702
SETTLEMENTS - FOUNDATI	900099	$75,000		$75,000
MISCELLANEOUS INCOME	900099	$13,174		$13,174

Field	Value	IRS element (for citing)
Other Revenue Total	$249,876	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,969,909	TotalRevenueColumnAmt
Related Or Exempt Func Income	$5,484,433	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$356,693	UnrelatedBusinessRevenueAmt
Exclusion	-$41,717	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$171,689	TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$2,760	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,988,719	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$84,841	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$255,744	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$171,092	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$4,746	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$31,337	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$83,269	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$2,830	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$148,449	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$308,307	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$357,016	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$647,183	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$132,480	TotalAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$794	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$83,341	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,002,286	TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt
UBI TAXES	$42,399
STRATEGIC PLANNING	$432,248
BAD DEBTS	$160,941
OTHER EXPENSE	$50,245

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$174,473	TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$6,337,189	TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$335,786	BOYAmt
EOY	$1,662,030	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$3,387,002	BOYAmt
EOY	$1,885,201	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$151,326	BOYAmt
EOY	$575,729	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$52,817	BOYAmt
EOY	$71,144	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$891,769	BOYAmt
EOY	$709,351	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$600,769	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$508,612	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$176,241	BOYAmt
EOY	$92,157	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$737,849	BOYAmt
EOY	$808,702	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,732,790	BOYAmt
EOY	$5,804,314	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$85,127	BOYAmt
EOY	$655,657	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$221,350	BOYAmt
EOY	$58,520	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
EOY	$149,900	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$920,274	BOYAmt
EOY	$809,692	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,226,751	BOYAmt
EOY	$1,673,769	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$4,506,039	BOYAmt
EOY	$4,130,545	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$4,506,039	BOYAmt
EOY	$4,130,545	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,732,790	BOYAmt
EOY	$5,804,314	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$367,280	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$2,289	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$5,925	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$42,424	OtherCostOrOtherBasisAmt
Depreciation	$35,534	DepreciationAmt
Book Value	$6,890	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$558,345	OtherCostOrOtherBasisAmt
Depreciation	$473,078	DepreciationAmt
Book Value	$85,267	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$92,157	TotalBookValueLandBuildingsAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

Field	Value	IRS element (for citing)
Book Value	$808,702	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$808,702	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
CHAPTER REHABILITATION LIABILITY	$717,083
SELF INSURED CLAIMS RESERVE	$92,609

Field	Value	IRS element (for citing)
Total Liability	$809,692	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$5,981,668	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$2,289	NetUnrealizedGainsInvstAmt
Other Revenue	-$5,925	OtherRevenueAmt
Revenue Not Reported	-$8,214	RevenueNotReportedAmt
Revenue Subtotal	$5,989,882	RevenueSubtotalAmt
Other Revenues Not Included	-$19,973	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$19,973	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$5,969,909	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$6,357,162	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$19,973	OtherExpensesIncludedAmt
Expenses Not Reported	$19,973	ExpensesNotReportedAmt
Expenses Subtotal	$6,337,189	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$6,337,189	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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, 2020 AND 2019 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, 2019. 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 -5,925.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	COST OF GOODS SOLD -19,973.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	COST OF GOODS SOLD 19,973.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

Field	Value	IRS element (for citing)
Region	NORTH AMERICA - CANADA, BUT NOT THE UNITED STATES	RegionTxt
Type Of Activities Conducted	PROGRAM SERVICES	TypeOfActivitiesConductedTxt
Specific Services Provided	MEMBER DUES AND FEES RELATED TO THREE LAMBDA CHI ALPHA CHAPTERS.	SpecificServicesProvidedTxt
Region Total Expenditures	$53,172	RegionTotalExpendituresAmt

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$53,172	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$53,172	TotalSpentAmt
Transfer To Foreign Corp	0	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	0	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	0	PassiveForeignInvestmestCoInd
Foreign Partnership	0	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART III ACCOUNTING METHOD:	FormAndLineReferenceDesc

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	0	GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
LAMBDA CHI ALPHA EDUCATIONAL FOUNDATION INC
11711 N PENNSYLVANIA STREET 250	CARMEL	IN	46032	136266432	501(C)(3)	$150,000	BILL FARKAS FUND
ST VINCENT FOUNDATION
8402 HARCOURT ROAD SUITE 210	INDIANAPOLIS	IN	46260	356088862	501(C)(3)	$14,583	GENERAL CONTRIBUTION

Field	Value	IRS element (for citing)
Total501c3 Org	2	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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 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 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 REVIEWS THE CEO PERFORMANCE ANNUALLY, WITH INPUT FROM ALL DIRECTORS. COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 18	THE ORGANIZATION MAKES ITS FORM 990 AND FORM 1024 AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19	THE 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 -5,925.
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.