Civic Intelligence

Sigma Phi Educational Foundation Inc.

990 • Fiscal year 2013 • EIN 13-3269746

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 24, 2014

Organization ProfileN/A
C/O Morea Financial Services1500 BSuite 2801Tucson, AZ 10036

(212) 608-1080

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

55th percentile

5.1%

Higher net margin than 55% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

70th percentile

17%

Faster asset growth than 70% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

92nd percentile

91%

Faster revenue growth than 92% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$478,347

Up $70,536 (+17%) from 2012

Net Assets

Up

$478,347

Up $70,536 (+17%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin55th percentile

Revenue

Up

$182,619

Up $87,118 (+91%) from 2012

Expenses

Up

$173,233

Up $99,680 (+136%) from 2012

Net Income

Down

$9,386

Down $12,562 (-57%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2011: $356,932Liabilities 2011: $0Net Assets 2011: $356,9322011Assets 2012: $407,811Liabilities 2012: $0Net Assets 2012: $407,8112012Assets 2013: $478,347Liabilities 2013: $0Net Assets 2013: $478,3472013Assets 2014: $450,447Liabilities 2014: $0Net Assets 2014: $450,4472014Assets 2015: $404,339Liabilities 2015: $0Net Assets 2015: $404,3392015Assets 2016: $445,918Liabilities 2016: $51,929Net Assets 2016: $393,9892016Assets 2017: $512,813Liabilities 2017: $58,151Net Assets 2017: $454,6622017Assets 2018: $423,434Liabilities 2018: $28,760Net Assets 2018: $394,6742018Assets 2019: $504,931Liabilities 2019: $32,978Net Assets 2019: $471,9532019Assets 2020: $536,271Liabilities 2020: $14,494Net Assets 2020: $521,7772020Assets 2021: $629,371Liabilities 2021: $3,889Net Assets 2021: $625,4822021Assets 2022: $503,793Liabilities 2022: $16,930Net Assets 2022: $486,8632022Assets 2023: $633,730Liabilities 2023: $0Net Assets 2023: $633,7302023Assets 2024: $855,941Liabilities 2024: $0Net Assets 2024: $855,9412024

Highlighted filing

2013

Assets$478,347
Liabilities$0
Net Assets$478,347
Open 2013 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2011: $50,108Expenses 2011: $67,950Net Income 2011: -$17,8422011Revenue 2012: $95,501Expenses 2012: $73,553Net Income 2012: $21,9482012Revenue 2013: $182,619Expenses 2013: $173,233Net Income 2013: $9,3862013Revenue 2014: $72,483Expenses 2014: $98,775Net Income 2014: -$26,2922014Revenue 2015: $68,502Expenses 2015: $124,673Net Income 2015: -$56,1712015Revenue 2016: $124,539Expenses 2016: $150,185Net Income 2016: -$25,6462016Revenue 2017: $92,935Expenses 2017: $60,392Net Income 2017: $32,5432017Revenue 2018: $79,784Expenses 2018: $82,916Net Income 2018: -$3,1322018Revenue 2019: $45,581Expenses 2019: $67,828Net Income 2019: -$22,2472019Revenue 2020: $26,915Expenses 2020: $15,901Net Income 2020: $11,0142020Revenue 2021: $22,706Expenses 2021: $8,110Net Income 2021: $14,5962021Revenue 2022: $7,719Expenses 2022: $30,533Net Income 2022: -$22,8142022Revenue 2023: $96,459Expenses 2023: $36,951Net Income 2023: $59,5082023Revenue 2024: $157,481Expenses 2024: $24,696Net Income 2024: $132,7852024

Highlighted filing

2013

Revenue$182,619
Expenses$173,233
Net Income$9,386
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 24, 2014
Return Version
2013v3.1
Gross Receipts
$182,619
Mission and Program Overview

Mission

Education

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$407,811$478,347▲ $70,536
Investments in Publicly Traded Securities$294,504$380,335▲ $85,831
Cash and Non-Interest-Bearing Accounts$113,307$98,012▼ $15,295
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$407,811$478,347▲ $70,536
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$407,811$478,347▲ $70,536
Total Liabilities and Net Assets / Fund Balance$407,811$478,347▲ $70,536
Compensation and Service Providers
Top Officer Pay73rd percentile

Board Members and Trustees

NameTitle
David W PaulsPresident
BRENDAN McCURDYVice President
Scott HekelTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$157,927
Program Service Revenue
$0
Investment Income
$24,692
Other Revenue
$0
All Other Contributions
$157,927
Change in Net Assets
$9,386
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$170,233
Grants and Similar Amounts Paid$3,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$99,287$0$99,287
Fees for Services Legal-$20,557-$20,557
Travel-$12,902-$12,902
Conferences and Meetings-$6,453-$6,453
Grants to Domestic Orgs$3,000--$3,000
Fees for Services Accounting-$2,200-$2,200
Information Technology-$1,191-$1,191
Office Expenses-$1,074-$1,074
Other Expenses-$950-$950
All Other Expenses-$238-$238
Total Functional Expenses$3,000$170,233$0$173,233
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B

“The president of the foundation reviewed the return”

Form 990, Part VI, Line 19

“Advertisement placed with the new york law journal”

Filing and Contact Details

Filer

EIN
13-3269746
In Care Of
% MOREA FINANCIAL SERVICES
Phone
2126081080

Signing Officer

Name
David Paul
Title
Officer
Phone
2126081080
Signed
2014-10-24
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Ny
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Preparer
Barbara Morea
Phone
2126081080
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/TotalSupportAmt0397915
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT OF THE FOUNDATION REVIEWED THE RETURN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADVERTISEMENT PLACED WITH THE NEW YORK LAW JOURNAL
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0407811
IRS990/TotalAssetsEOYAmt0478347
IRS990/TotalAssetsGrp/BOYAmt0407811
IRS990/TotalAssetsGrp/EOYAmt0478347
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0157927
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0170233
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0173233
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0407811
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0478347
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt03000
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0182619
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0407811
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0478347
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt012902
IRS990/TravelGrp/TotalAmt012902
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID PAUL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02126081080
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine10SIGMA PHI EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0133269746
ReturnHeader/Filer/InCareOfNm0% MOREA FINANCIAL SERVICES
ReturnHeader/Filer/PhoneNum02126081080
ReturnHeader/Filer/USAddress/AddressLine10C/O MOREA FINANCIAL SERVICES1500 B
ReturnHeader/Filer/USAddress/AddressLine20Suite 2801
ReturnHeader/Filer/USAddress/City0NEW YORK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010036
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MOREA FINANCIAL SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101500 BROADWAY SUITE 2801
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode010036
ReturnHeader/PreparerPersonGrp/PhoneNum02126081080
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA MOREA
ReturnHeader/ReturnTs02014-10-29T16:56:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$478,347
Liabilities
$0
Net assets
$478,347
Revenue
$182,619
Expenses
$173,233
Net income
$9,386
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.56$0.00$8.56$1.57$0.25$1.33
2023Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.96$0.37$0.60
2022Detailed filing. Detailed filing data is available for this year.$5.04$0.17$4.87$0.08$0.31$0.23
2021Detailed filing. Detailed filing data is available for this year.$6.29$0.04$6.25$0.23$0.08$0.15
2020Detailed filing. Detailed filing data is available for this year.$5.36$0.14$5.22$0.27$0.16$0.11
2019Detailed filing. Detailed filing data is available for this year.$5.05$0.33$4.72$0.46$0.68$0.22
2018Detailed filing. Detailed filing data is available for this year.$4.23$0.29$3.95$0.80$0.83$0.03
2017Detailed filing. Detailed filing data is available for this year.$5.13$0.58$4.55$0.93$0.60$0.33
2016Detailed filing. Detailed filing data is available for this year.$4.46$0.52$3.94$1.25$1.50$0.26
2015Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.69$1.25$0.56
2014Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.72$0.99$0.26
2013Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$1.83$1.73$0.09
2012Summary only. Only limited summary data is available for this year.$4.08$0.00$4.08$0.96$0.74$0.22
2011Summary only. Only limited summary data is available for this year.$3.57$0.00$3.57$0.50$0.68$0.18