LAMBDA CHI ALPHA FRATERNITY INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
LAMBDA CHI ALPHA FRATERNITY INC (EIN 35-0459180)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-13
IRS object ID
202631339349307828
Schema version
2024v5.1
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)
Return2026-05-13T17:17:46+00:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN311119890PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Barnes Dennig & Co LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1150 East 4th StAddressLine1Txt
CityCincinnatiCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45202ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

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 DriveAddressLine1Txt
CityCarmelCityNm
State AbbreviationINStateAbbreviationCd
ZIP46032ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJeff MorrisPersonNm
Person TitleChief Financial OfficerPersonTitleTxt
Phone3178728000PhoneNum
Signature2026-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPaula L HumePreparerPersonNm
PTINP00537516PTIN
Phone5132418313PhoneNum
Preparation2026-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Jeff MorrisBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 West Carmel DriveAddressLine1Txt
CityCarmelCityNm
State AbbreviationINStateAbbreviationCd
ZIP46032ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$9,596,042GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Group Exemption0293GroupExemptionNum
Organization501cYes (X)Organization501cInd
Website Addresswww.lambdachi.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1909FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or 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 institutions, and an emphasis on higher average chapter size.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee48TotalEmployeeCnt
Total Volunteers1500TotalVolunteersCnt
Total Gross UBI$173,037TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$30,037NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$983,079PYContributionsGrantsAmt
CY Contributions Grants$1,891,676CYContributionsGrantsAmt
PY Program Service Revenue$6,747,571PYProgramServiceRevenueAmt
CY Program Service Revenue$7,531,329CYProgramServiceRevenueAmt
PY Investment Income$20,497PYInvestmentIncomeAmt
CY Investment Income$81,822CYInvestmentIncomeAmt
PY Other Revenue$97,845PYOtherRevenueAmt
CY Other Revenue$91,215CYOtherRevenueAmt
PY Total Revenue$7,848,992PYTotalRevenueAmt
CY Total Revenue$9,596,042CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,459,849PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,245,714CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$4,616,906PYOtherExpensesAmt
CY Other Expenses$5,586,559CYOtherExpensesAmt
PY Total Expenses$8,076,755PYTotalExpensesAmt
CY Total Expenses$9,832,273CYTotalExpensesAmt
PY Revenues Less Expenses-$227,763PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$236,231CYRevenuesLessExpensesAmt
Total Assets BOY$6,659,087TotalAssetsBOYAmt
Total Assets EOY$4,952,370TotalAssetsEOYAmt
Total Liabilities BOY$6,105,683TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,679,128TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$553,404NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$273,242NetAssetsOrFundBalancesEOYAmt
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 institutions, and an emphasis on higher average chapter size.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$4,916,137ExpenseAmt
DescChapter 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$4,916,136ExpenseAmt
DescLearning 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.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$9,832,273TotalProgramServiceExpensesAmt
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document31IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee48EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Initiation Fees And Cap Contri$805,680InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jeff MorrisBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3178728000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 West Carmel Drive Ste 220AddressLine1Txt
CityCarmelCityNm
State AbbreviationINStateAbbreviationCd
ZIP46032ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Christopher Meyer
Treasurer2.00Yes (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
Chairman2.00Yes (X)Yes (X)$0$0$0
Edward Wilkinson
Director2.00Yes (X)$0$0$0
Frederick Kam Jr
Director2.00Yes (X)$0$0$0
Greg Castanias
Director2.00Yes (X)$0$0$0
Kenneth Weaver
Director2.00Yes (X)$0$0$0
Luis Rivera
Director2.00Yes (X)$0$0$0
Michael Brady
Director2.00Yes (X)$0$0$0
Owen Kerrigan
Director2.00Yes (X)$0$0$0
Rodney Roosevelt
Director2.00Yes (X)$0$0$0
Ryan Rodriguez
Director2.00Yes (X)$0$0$0
William Bell
Director2.00Yes (X)$0$0$0
Jeff Morris
Chief Financial Officer40.01.0Yes (X)$147,786$0$16,284
Justin Fisher
Chief Operating Officer40.00Yes (X)$144,589$0$16,564
Troy Medley
Chief Executive Officer40.01.0Yes (X)$338,503$0$25,087
Amanda Vance
Chief Human Resources Officer40.00$136,321$0$13,987Yes (X)
Tad Lichtenauer
Chief Marketing Officer40.00$122,807$0$28,972Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$890,006TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$100,894TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K5IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
JW Marriott Scottsdale Camelback Inn
5402 East Lincoln DriveScottsdaleAZ85253Conference Hotel$709,314
Agora Partners LLC co Lauth Management
PO Box 1129CarmelIN46082Office Space Lease$365,889
JW Marriott Indianapolis
10 S West StIndianapolisIN46204Conference Hotel$274,510
VLDF LLC
1421 5th Street Suite CSarastoaFL34236Software and Website$127,185
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,891,676AllOtherContributionsAmt
Total Contributions$1,891,676TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
Risk Management524298$3,800,295$3,800,295
Membership Dues & Fees900099$2,832,398$2,832,398
Management Services900099$196,360$186,850$9,510
Conf Registration900099$702,276$702,276

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$7,531,329TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$81,822TotalRevenueColumnAmt
Unrelated Business Revenue$81,822UnrelatedBusinessRevenueAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$91,215TotalRevenueColumnAmt
Unrelated Business Revenue$91,215UnrelatedBusinessRevenueAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,596,042TotalRevenueColumnAmt
Related Or Exempt Func Income$7,521,819RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$173,037UnrelatedBusinessRevenueAmt
Exclusion$9,510ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$973,533TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,578,163TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$124,067TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$296,487TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$273,464TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$74,993TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$46,798TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$92,752TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$510,699TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$668,792TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$383,235TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,172,444TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$160,979TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$583,742TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,020,252TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
Program Expenses$306,244
Membership materials$238,054
Bad debt expenses$207,870
Printing publication$89,955

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$29,750TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$9,832,273TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$891,674BOYAmt
EOY$436,015EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$696,206BOYAmt
EOY$308,029EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$314,000BOYAmt
EOY$280,807EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$33,481BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$737,005BOYAmt
EOY$699,250EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,134,164LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,652,766LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$682,041BOYAmt
EOY$481,398EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,304,680BOYAmt
EOY$2,746,871EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,659,087BOYAmt
EOY$4,952,370EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$622,386BOYAmt
EOY$587,962EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$565,638BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$672,391BOYAmt
EOY$676,723EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$124,469BOYAmt
EOY$118,834EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,120,799BOYAmt
EOY$3,295,609EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,105,683BOYAmt
EOY$4,679,128EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$553,404BOYAmt
EOY$273,242EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$553,404BOYAmt
EOY$273,242EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,659,087BOYAmt
EOY$4,952,370EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$236,231ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$12,511NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$31,420OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

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$121,018OtherCostOrOtherBasisAmt
Depreciation$71,819DepreciationAmt
Book Value$49,199BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$308,095OtherCostOrOtherBasisAmt
Depreciation$121,494DepreciationAmt
Book Value$186,601BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,705,051OtherCostOrOtherBasisAmt
Depreciation$1,459,453DepreciationAmt
Book Value$245,598BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$481,398TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
Kaplan Academy Development$700,050
ROU Assets$1,960,676
Projects in Process$79,933
Other Assets$6,212
FieldValueIRS element (for citing)
Total Book Value Other Assets$2,746,871TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
Federal Income Taxes
Self Insurance Reserve$184,360
Chapter Reserve$717,199
Lease Liabilities - Operating$2,213,953
Due from/to LCA Investments Inc$180,097
FieldValueIRS element (for citing)
Total Liability$3,295,609TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$0RevenueSubtotalAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$0TotalRevenuePerForm990Amt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$0ExpensesSubtotalAmt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$0TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteFormAndLineReferenceDesc
ExplanationThe 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.ExplanationTxt

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionNorth America (Canada & Mexico only)RegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedProgram ServicesTypeOfActivitiesConductedTxt
Specific Services ProvidedMember Dues and Fees related to two Lambda Chi Alpha ChaptersSpecificServicesProvidedTxt
Region Total Expenditures$51,861RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$51,861SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$51,861TotalSpentAmt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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$251,616$0$86,887$0$0$0$18,083$0$7,004$0$363,590$0$0$0
Justin Fisher
Chief Operating Officer$134,589$0$10,000$0$0$0$8,562$0$8,002$0$161,153$0$0$0
Jeff Morris
Chief Financial Officer$147,786$0$0$0$0$0$9,296$0$6,988$0$164,070$0$0$0
Tad Lichtenauer
Chief Marketing Officer$122,807$0$0$0$0$0$8,091$0$20,881$0$151,779$0$0$0
Amanda Vance
Chief Human Resources Officer$121,321$0$15,000$0$0$0$6,835$0$7,152$0$150,308$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 6 Classes of members or stockholdersThe organization is made up of members.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodyAccording 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, Line 7b Decisions requiring approval by members or stockholdersActions 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, Line 11b Review of form 990 by governing bodyThe Board delegates to the Resource and Audit Committee the responsibility of reviewing and approving the Form 990.
Form 990, Part VI, Line 12c Conflict of interest policyThe board informally monitors compliance with the conflict of interest policy annually with verbal instruction from the president.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialThe 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, Line 19 Required documents available to the publicThe 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 Other changes in net assets or fund balancesLCA pass-through income - -31420; Total - -31420;
Form 990, Part XII, Line 2cThere were no changes in the process during the year.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1LCA Investments IncBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 West Carmel Dr Ste 220AddressLine1Txt
CityCarmelCityNm
State AbbreviationINStateAbbreviationCd
ZIP46032ZIPCd
FieldValueIRS element (for citing)
EIN862022854EIN
Primary ActivitiesHolding CompanyPrimaryActivitiesTxt
Legal Domicile StateINLegalDomicileStateCd
Exempt Code Section501(c)(2)ExemptCodeSectionTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Lambda Chi Alpha Fraternity IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

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