Lambda Phi Epsilon National Fraternity INC

Not tax-deductible

Walnut Creek, CACemetery / fraternalSince 1995Mutual/Membership EIN 37-1469456Revenue $595K in FY2025

On file with the IRSlambdaphiepsilon.com1701 N California Blvd 79, 94596-4112 · Walnut Creek, CATax-exempt since Apr 2005

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To promote asian american awareness in our surrounding communities through asian american interest activities.

22¢ of each $1 spent went to programs.
$63K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

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FY2025 · Form 990Independent: from IRS data, not the org
Download 990
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $59K a year · 14% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
22%
of spending
Concern: 22% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$63K
to officers and key staff · 12% of spending
Looks good: pay to officers and key staff is 12% of spending; 15% or less.
Pt VII · Sec A
13 mo
of spending, in cash
Looks good: 12.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 5 voting members
Concern: none of 5 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$595K
+5% vs prior year
Spent
$520K
To programs
22%
Net assets
$557K
By yearFY2020–FY2025
Revenue
$595K
FY2025▲ +5%
Tap a bar for its year
Revenue by fiscal year
FY2020$398K
FY2021$237K
FY2022$324K
FY2023$491K
FY2024$569K
FY2025$595K
Expenses
$520K
FY2025▲ +21%
Tap a bar for its year
Expenses by fiscal year
FY2020$322K
FY2021$243K
FY2022$367K
FY2023$378K
FY2024$431K
FY2025$520K
Net assets
$557K
FY2025▲ +15%
Tap a bar for its year
Net assets by fiscal year
FY2020$283K
FY2021$277K
FY2022$234K
FY2023$347K
FY2024$483K
FY2025$557K

From the FY2025 Form 990 (year ending July 2025) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Apr 2005.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

22 cents of each dollar spent went to programs.

Program services 22% · $115K Management & general 61% · $318K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990; $63K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Executive Dir.
$63,086Pt VII · Sec A
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A

Zac Antonius’s $63K as Executive Dir. is at the 89th percentile of top reported officer pay among 539 $100K–1M mutual/membership nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024
Zac Antonius$63,086$67,844

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Lambda Phi Epsilon National Fraternity INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Promotes Asian American interests and activities for surrounding communities.

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Provided by the organization

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1 program · $102K · in their own filed words · FY2024
01

Annual & midyear conventions for planning and to re-evaluate and re-emphasize organizational goals as well as to award chapters that have met and surpassed philanthropical goals of the organization.

$102Kprogram expense

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$595K
Ln 12
Fees for servicesLn 2g$595K
Money outPt IX
$520K
Ln 25
Programscol B$115K
Managementcol C$318K
Owns and owesPt X
$557K
net assets · Ln 32
Cash and savingsLn 1–2$557K
Total assetsLn 16$557K
LiabilitiesLn 26$0
PeoplePt VI, VII
6
listed · VII A
PaidVII A1
Voting boardVI 1a5
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$595K
Gains on assetsLn 7$0
Total revenueLn 12$595K
Assets in detailPt X, end of year
CashLn 1$557K
SavingsLn 2$0
Cash and savings togetherLn 1–2$557K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$557K
LiabilitiesLn 26$0
Net assetsLn 32$557K
OperationsPt I, VI
EmployeesI 51
Fiscal year endsHeaderJuly
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$483K$557K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$483K$557K
LiabilitiesLn 26$0$0
Net assetsLn 32$483K$557K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$63K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$26K$26K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$6K$6K
Payroll taxesLn 10$7K$7K
Management feesLn 11a$0
Legal feesLn 11b$5$5
Accounting feesLn 11c$0
Lobbying feesLn 11d$3K$3K
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$5K$3K$2K
Advertising and promotionLn 12$602$602
Office expensesLn 13$14K$14K
Information technologyLn 14$9K$9K
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$24K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$102K$102K
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$260K$260K
Other expenses (24a–d)Ln 24$630$546$84
All other expensesLn 24e$0
Total functional expensesLn 25$520K$115K$318K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $595K$520K$74K$557K 990 PDF
FY2024 $569K$431K$138K$483K 990 PDF
FY2023 $491K$378K$113K$347K 990 PDF
FY2022 $324K$367K−$43K$234K 990 PDF
FY2021 $237K$243K−$6K$277K 990 PDF
FY2020 $398K$322K$77K$283K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $594,743 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $568,552$594,743
I-10 Investment income$0
I-11 Other revenue$0
I-12 Total revenuePrior year $568,552$594,743
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $89,467$102,290
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $341,270$418,143
I-18 Total expensesPrior year $430,737$520,433
I-19 Revenue less expensesPrior year $137,815$74,310
Part VI · Governance 0 of 5 board members independent, 4 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $594,743 across 8 lines filed
VIII-1h Total contributions, gifts and grants$0
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $594,743$594,743
VIII-3 Investment income$0
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $594,743$594,743
Part IX · Statement of functional expenses $520,433 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$63,086
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesManagement $25,750$25,750
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsManagement $6,197$6,197
IX-10 Payroll taxesManagement $7,257$7,257
IX-11a Management fees$0
IX-11b Legal feesManagement $5$5
IX-11c Accounting fees$0
IX-11d Lobbying feesManagement $3,436$3,436
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $2,984 · Management $1,950$4,934
IX-12 Advertising and promotionPrograms $602$602
IX-13 Office expensesManagement $14,203$14,203
IX-14 Information technologyPrograms $8,520$8,520
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$24,189
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $102,123$102,123
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsuranceManagement $259,501$259,501
IX-24 Other expenses (24a–d)Programs $546 · Management $84$630
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $114,775 · Management $318,383 · Fundraising $0$520,433
Part X · Balance sheet $557,040 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $482,730$557,040
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $482,730$557,040
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $482,730$557,040
X-33 Total liabilities and net assetsStart of year $482,730$557,040
Part XI · Reconciliation of net assets $557,040 net assets at year end
XI-1 Total revenue$594,743
XI-2 Total expenses$520,433
XI-3 Revenue less expenses$74,310
XI-4 Net assets at start of year$482,730
XI-10 Net assets at end of year$557,040

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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