Nonprofit · EIN 86-2022854
LCA INVESTMENTS INC
Tax-exempt · CARMEL, IN 46032
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $191,539 | $186,915 | $4,624 | $2,748,755 | $996,717 | $1,752,038 |
| June 30, 2024 | 990 | $155,481 | $191,650 | -$36,169 | $2,678,486 | $971,967 | $1,706,519 |
| June 30, 2023 | 990 | $98,360 | $368,926 | -$270,566 | $3,357,010 | $963,017 | $2,393,993 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $183,810
- Investment income
- $7,729
- Net gain from sales of assets
- -$31,628
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $2,678,486
- Total assets, end of year
- $2,748,755
- Total liabilities, end of year
- $996,717
- Net assets, end of year
- $1,752,038
- Net assets without donor restrictions
- $1,752,037
- Gross receipts
- $223,167
- Employees
- 0
- Volunteers
- 2
- Year formed
- 2020
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Troy Medley | President Trustee or director, Officer | 1 | $0 | $338,503 | $25,087 |
| Jeff Morris | Chief Financial Officer Officer | 1 | $0 | $147,786 | $16,284 |
| Lynn Chipperfield | VP and Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Steve Pattison | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Troy Medley | President Trustee or director, Officer | 1 | $0 | $314,293 | $41,416 |
| Steve Pattison | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Lynn Chipperfield | VP and Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Troy Medley | President Trustee or director, Officer | 1 | $0 | $317,522 | $37,684 |
| Tony Robinson | Treasurer Trustee or director, Officer | 1 | $0 | $142,834 | $29,305 |
| Jeffrey Stuerman | Director Trustee or director | 1 | $0 | $0 | $0 |
| Lynn Chipperfield | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 10 WEST CARMEL DRIVE, CARMEL, IN 46032-3364
- Principal officer (990 for 2024)
- Jeff Morris, 10 West Carmel Drive, Carmel, IN 46032
- Signed the 990
- Jeff Morris, Chief Financial Officer
- Phone
- (317) 872-8000
- Website
- www.lambdachi.org
- Return prepared by
- Barnes Dennig & Co LTD
Mission
Hold assets and intellectual property to support Lambda Chi Alpha Fraternity.
Program accomplishments
- Investment Management Services.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 86-2022854
- Tax-exempt status
- 501(c)(2): Title-holding corporation
- Donations deductible
- No
- Exempt since
- 2021
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S47)
- Assets (IRS master file)
- $2,748,755
- Income (IRS master file)
- $223,167
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $191,539 | $186,915 | $2,748,755 | IRS |
| 990 | June 2024 | $155,481 | $191,650 | $2,678,486 | IRS |
| 990 | June 2023 | $98,360 | $368,926 | $3,357,010 | XML |
| 990 | June 2022 | $2,785,218 | $63,882 | $3,506,039 | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 86-2022854).
Questions about LCA INVESTMENTS INC
- What is the EIN of LCA INVESTMENTS INC?
- The employer identification number (EIN) of LCA INVESTMENTS INC is 86-2022854.
- Is LCA INVESTMENTS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(2) since 2021.
- Are donations to LCA INVESTMENTS INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does LCA INVESTMENTS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LCA INVESTMENTS INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LCA INVESTMENTS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of LCA INVESTMENTS INC?
- The 990 for the year ended June 30, 2025 names Jeff Morris.
- Who are the officers and directors of LCA INVESTMENTS INC?
- The 990 for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does LCA INVESTMENTS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $191,539, expenses of $186,915 and total assets of $2,748,755 at year end.
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All nonprofits in CARMEL · Indiana · Community improvement and capacity building