2014-11-17T13:03:27-06:00 2014-06-30 350905983 K B PARRISH & CO LLP 6840 EAGLE HIGHLANDS WAY INDIANAPOLIS IN 46254 990 2013-07-01 136266432 LAMBDA CHI ALPHA EDUCATIONAL FOUNDATION INC LAMB 3178728000 11711 N PENNSYLVANIA ST NO 250 CARMEL IN 46032 MARK A BAUER PRESIDENT & CEO 3178728000 2014-11-14 1 RYAN KEITH CPA P00846149 3173475200 2013 2015-11-30 17:44:51Z X MARK A BAUER 11711 N PENNSYLVANIA ST NO 250 CARMEL IN 46032 2890292 0 X WWW.LAMBDACHI.ORG X 1955 IN THE ORGANIZATION WAS ESTABLISHED TO EXPEND ITS INCOME AND, AT THE DISCRETION OF THE BOARD OF DIRECTORS, ANY OR ALL OF ITS PRINCIPAL FOR DESIGNATED EDUCATIONAL, SCIENTIFIC, AND CHARITABLE PURPOSES THROUGH FELLOWSHIP GRANTS TO INDIVIDUALS, SCHOLARSHIPS TO COLLEGE STUDENTS, EDUCATIONAL PROGRAMS AND GRANTS TO COLLEGES AND UNIVERSITIES. 24 24 0 30 0 0 2702450 1559771 0 0 108017 -516 0 969 2810467 1560224 860483 653432 0 0 367952 550865 143287 162394 749351 452368 469022 1824090 1835713 986377 -275489 7595880 8362089 48466 151857 7547414 8210232 TO PROVIDE GRANTS AND SCHOLARSHIPS FOR DESIGNATED EDUCATIONAL, SCIENTIFIC, AND CHARITABLE PURPOSES THROUGH FELLOWSHIP GRANTS TO INDIVIDUALS, SCHOLARSHIPS TO COLLEGE STUDENTS, EDUCATIONAL PROGRAMS AND GRANTS TO COLLEGES AND UNIVERSITIES. 0 0 27789 26810 UNDERGRADUATE AND GRADUATE SCHOOL SCHOLARSHIPS AWARDED TO MEMBERS ADHERING TO THE SELECTION CRITERIA AND FURTHERING THE EDUCATIONAL ENDEAVORS OF THE RECIPIENT. 649446 626622 EDUCATIONAL PROGRAMS AND GRANTS PROVIDED FOR UNDERGRADUATES AND ALUMNI IN LEADERSHIP, PERSONAL AND COMMUNICATIONAL SKILLS, SOCIAL CONCERNS AND EDUCATIONAL PORTION OF STUDENT HOUSING. 81823 50000 JOE T. CHARLES MENTORING PROGRAM PROVIDES LEADERSHIP AND MENTORING PROGRAMS, WORKSHOPS AND SEMINARS HELD FOR THE DEVELOPMENT OF STUDENTS AND ALUMNI. 759058 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 5 0 1 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X X MICHELE CAMARCO 3178728000 11711 N PENNSYLVANIA ST SUITE 250 CARMEL IN 46032 JERRE L STEAD PAST CHAIRMAN 2.00 X X 0 0 0 MARK A HOAG CHAIRMAN 2.00 X X 0 0 0 CHARLES W JONES III SECRETARY 2.00 X X 0 0 0 BRIAN HECKLER TREASURER 2.00 X X 0 0 0 H DEAN SELLERS DIRECTOR 2.00 X 0 0 0 KARL J KRAPEK VICE CHAIRMAN 2.00 X X 0 0 0 CLINT WHEELOCK DIRECTOR 2.00 X 0 0 0 JEFFREY B BURGAN DIRECTOR 2.00 X 0 0 0 JACK O BOVENDER JR DIRECTOR 2.00 X 0 0 0 GREG A CASTANIAS DIRECTOR 2.00 X 0 0 0 CHARLES W COLE JR DIRECTOR 2.00 X 0 0 0 DONALD E EUSTON DIRECTOR 2.00 X 0 0 0 MICHAEL R ODELL DIRECTOR 2.00 X 0 0 0 MARK G HULIT DIRECTOR 2.00 X 0 0 0 PETER AS PFEIFFER DIRECTOR 2.00 X 0 0 0 PAUL C TROY DIRECTOR 2.00 X 0 0 0 CHRISTOPHER M MEYER AT-LARGE MEMBER 2.00 X 0 0 0 KEVIN R VASQUEZ DIRECTOR 2.00 X 0 0 0 BARRY N WILLIAMS DIRECTOR 2.00 X 0 0 0 JEFFREY A STUERMAN AT-LARGE MEMBER 2.00 X 0 0 0 MARK B TEMPLETON DIRECTOR 2.00 X 0 0 0 JOHN E DURHAM DIRECTOR 2.00 X 0 0 0 CHAD E CLINE DIRECTOR 2.00 X 0 0 0 JOHN L BRECHIN III DIRECTOR 2.00 X 0 0 0 MARK A BAUER PRESIDENT & CEO 40.00 X 165500 0 17277 165500 0 17277 1 0 1 0 WORKSMART SYSTEMS INC 9957 CROSSPOINT BLVD INDIANAPOLIS IN 46256 EMPLOYEE LEASING 546035 GABRIEL GROUP 3190 RIDER TRAIL SOUTH EARTH CITY MO 63045 FUNDRAISING 114802 2 1559771 136494 1559771 155772 155772 1148780 25000 1138970 191098 9810 -166098 -156288 -156288 EVENT INCOME 900099 969 969 969 1560224 969 0 -516 626622 626622 26810 26810 200739 60222 40147 100370 277399 2554 38874 235971 34724 1685 12201 20838 38003 4798 6186 27019 2600 2600 58514 58514 162394 162394 159 159 14333 8928 5405 4371 178 3404 789 51788 51733 55 143203 22795 36592 83816 444 444 POSTAGE AND SHIPPING 68077 169 2829 65079 PRINTING 40066 809 63 39194 ANNUITY EXPENSE 19998 19998 OVERHEAD ALLOCATION 19038 19038 46431 3488 29117 13826 1835713 759058 327304 749351 X 307168 448568 1814234 570442 0 183 25000 25000 4053 971 27718 26830 191097 888 4459456 6486866 794872 829171 7595880 8362089 47838 151857 628 0 48466 151857 X 2702887 3887945 4457558 3939318 386969 382969 7547414 8210232 7595880 8362089 X -275489 720318 217989 X X 0 1 X 1 0 X 1826319 2256581 2422602 2702450 1559771 10767723 1826319 2256581 2422602 2702450 1559771 10767723 3529615 7238108 57486 63726 87073 112852 155772 476909 7385 9179 6955 969 24488 11269120 0.64230 0.61780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 772876 16000 154896 40179 903593 688467 11550 92334 19475 772876 520097 192855 -9647 14838 688467 462101 21288 65169 28461 520097 427692 22970 25690 14251 462101 0.50290 0.42380 0.07330 0 0 27718 26830 888 888 CSV OF LIFE INSURANCE 130915 BENEFICIAL INTEREST IN TRUSTS 698256 829171 X 2498372 720318 217989 938307 1560065 159 159 1560224 1835554 0 1835554 159 159 1835713 PART V, LINE 4: THE ENDOWMENT CONSIST OF VARIOUS FUNDS USED FOR SCHOLARSHIPS AND GRANTS FOR EDUCATIONAL PROGRAMING INCLUDING MENTORING. PART X, LINE 2: THE FOUNDATION HAS EVALUATED TAX POSITIONS TAXEN IN THE TAX RETURNS FILED AND HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS DEFINED BY GENERALLY ACCEPTED ACCOUNTING STANDARDS. UNDER A THREE-YEAR STATUTE OF LIMITATIONS, THE FOUNDATION REMAINS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THE YEARS ENDED JUNE 30, 2011 THROUGH JUNE 30, 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CSV OF LIFE INSURANCE CHANGE IN SPLIT INTEREST CHANGE IN ALLOWANCE FOR UNCOLLECTIBLE PLEDGES X X X X 1 GABRIEL GROUP 3190 RIDER TRAIL SOUTH EARTH CITY MO 63045 DIRECT MAIL 0 165370 86453 78917 JR HAUSER ASSOCIATES INC 58 EAGLE STREET GREENVILLE PA 16125 PERSONAL SOLICITATION 0 74000 35000 39000 ARIA 717 WEST ST GERMAIN STREET ST CLOUD MN 56301 TELEMARKETING 0 33619 370 33249 JOHNSON GROSSNICKLE 29 SOUTH PARK BLVD GREENWOOD IN 46143 CAMPAIGN SOLICITATION CONSULTING 0 0 33405 -33405 THE PURSUANT GROUP 5151 BELT LINE ROAD SUITE 900 DALLAS TX 75254 DONOR BOMB VIDEO 0 0 7166 -7166 272989 162394 110595 IN SCHEDULE G, PART I GABRIEL GROUP WAS PAID $86,453 FOR CREATIVE DESIGN WORK ASSOCIATED WITH THE DIRECT MAIL CAMPAIGN. IN ADDITION, $28,349 WAS PAID FOR POSTAGE AND PRINTING COSTS WHICH ARE NOT INCLUDED IN COLUMN (V) OF PART I. ARIA WAS PAID $370 FOR TELEMARKETING SERVICES. IN ADDITION, $170 WAS PAID FOR POSTAGE AND PRINTING COSTS WHICH ARE NOT INCLUDED IN COLUMN (V) OF PART I. 1 LAMBDA CHI ALPHA FRATERNITY INC 8741 FOUNDERS ROAD INDIANAPOLIS IN 46268 350459180 501(C)(7) 475000 EDUCATIONAL GRANTS GAMMA RHO ZETA OF LAMBDA CHI ALPHA FRATERNITY INC 220 N PETERS AVE NORMAN OK 73070 730583070 501(C)(7) 30500 EDUCATIONAL HOUSING GRANTS SIMPSON COLLEGE 701 NORTH C ST INDIANOLA IA 50125 420680389 501(C)(3) 21122 SCHOLARSHIPS ALUMNI ASSOCIATION CHI ZETA LAMBDA CHI ALPHA PO BOX 2374 CHAMPAIGN IL 61820 366076511 100000 EDUCATIONAL HOUSE IMPROVEMENTS 1 3 SCHOLARSHIPS 24450 GRADUATE FELLOWSHIPS 2360 PART I, LINE 2: THE FOUNDATION DETERMINES RECIPIENTS OF GRANTS BASED ON A VARIETY OF CRITERIA INCLUDING ACADEMIC BACKGROUND, INVOLVEMENT IN OUTSIDE ACTIVITIES AND OTHER FACTORS DEPENDENT ON THE TYPE OF GRANT. X X 0 0 0 0 0 0 0 0 0 MARK A BAUER PRESIDENT & CEO 143000 0 22500 0 0 0 0 0 17277 0 182777 0 0 0 X 19 136494 FAIR MARKET VALUE 0 0 0 0 FORM 990, PART V, LINE 2A THE ORGANIZATION DOES NOT SPECIFICALLY HAVE EMPLOYEES, AS THEY INSTEAD HAVE A CONTRACT WITH A THIRD PARTY PROFESSIONAL EMPLOYMENT ORGANIZATION THAT IS CONSIDERED THE EMPLOYER FOR ALL OF THE EMPLOYEES THAT WORK AT THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE, AUDIT AND EXECUTIVE COMMITTEES ARE GIVEN A COMPLETE COPY OF FORM 990 FOR APPROVAL. ONCE IT IS APPROVED, THE RETURN IS SIGNED AND DISTRIBUTED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS IS REQUIRED TO DISCLOSE ANY AND ALL CONFLICTS OF INTEREST THAT MAY HAVE ARISEN OVER THE PAST YEAR AT THEIR ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS REVIEWS THE PRESIDENT/CEO SALARY AND USES COMPARABLE INDUSTRY DATA, SUCH AS OTHER FORM 990'S, TO DETERMINE THE APPROPRIATE AMOUNT OF COMPENSATION. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 1023 AND FORM 990 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 CSV OF LIFE INSURANCE 23,092. CHANGE IN SPLIT INTEREST 11,207. CHANGE IN ALLOWANCE FOR UNCOLLECTIBLE PLEDGES 183,690. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT PROCESS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.