2025-05-14T13:07:17-05:00 2024-06-30 311119890 Barnes Dennig & Co LTD 150 East Fourth Street Cincinnati OH 45202 990 2023-07-01 862022854 LCA Investments Inc LCAI 3178728000 10 West Carmel Drive Carmel IN 46032 Jeff Morris Chief Financial Officer 3178488920 2025-05-14 1 1 Paula Hume P00537516 5132418313 2025-05-14 2023 2025-03-06 01:10:19Z Jeff Morris 10 West Carmel Drive Carmel IN 46032 262330 0 X www.lambdachi.org X 2020 IN Hold assets and intellectual property to support Lambda Chi Alpha Fraternity. 3 2 0 3 0 0 0 0 66850 193051 31510 -37570 0 0 98360 155481 300000 0 0 0 0 0 0 0 0 68926 191650 368926 191650 -270566 -36169 3357010 2678486 963017 971967 2393993 1706519 Hold assets and intellectual property to support Lambda Chi Alpha Fraternity. 0 0 Investment Management Services. 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 2 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X Jeff Morris 3178728000 10 West Carmel Drive Ste 220 Carmel IN 46032 Steve Pattison Treasurer 1.00 2.00 X X 0 0 0 Lynn Chipperfield VP and Secretary 1.00 X X 0 0 0 Troy Medley President 1.00 40.00 X X 0 314293 41416 0 314293 41416 1 0 1 0 0 Risk Management 524298 126201 126201 Licensing fee 561000 66850 66850 193051 69279 69279 106849 -106849 -106849 -106849 155481 193051 0 -37570 4800 Overhead Charge 186850 191650 2201983 1037478 33076 205450 1121951 1435558 3357010 2678486 963017 971967 963017 971967 X 2393993 1706519 2393993 1706519 3357010 2678486 X -36169 -651305 X X 0 1 X 1 0 0 Interest in James R Favor & Co. 1135558 C Investment in Enrichly Technologies Inc 300000 C 1435558 Rehab Reserve - Chapters 971967 971967 X Part X, Line 2: LCA Investments is exempt from income taxes under Section 501 of the Internal Revenue Code and a similar state law. LCA Investments is 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. 0 0 0 Troy Medley President 0 236293 0 75000 0 3000 0 18858 0 22558 0 355709 0 0 Part I, Line 3 Compensation is paid by a related organization. that organization utilizes a compensation committee, Form 990s of other organizations and compensation. approval by a compensation committee in determining the president. Form 990, Part VI, Section B, line 11b The Board delegates to the Resource and Audit Committee the responsibility of reviewing and approving the Form 990. 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 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: Transfer to related party - Lambda Chi Alpha Fraternity, Inc -720,000. Change in partnership holdings 68,695. Form 990, Part XII, Line 2c: The process has not changed in the current year. Lambda Chi Alpha Fraternity Inc 10 West Carmel Dr Ste 220 Carmel IN 46032 350459180 Fraternity IN 501(c)(7) 0 Enrichly Technologies Inc 10 W Carmel Dr Ste 220 Carmel IN 46032 923716180 Selling platform IN C 112525 296750 0.60000 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 Lambda Chi Alpha Fraternity Inc R 720000 FMV Enrichly Technologies Inc B 300000 FMV