Civic Intelligence

Sigma Phi Educational Foundation Inc.

990 • Fiscal year 2015 • EIN 13-3269746

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

Organization ProfileN/A
C/O Mariner 1500 Broadway No 2701New York, NY 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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

5th percentile

-82%

Higher net margin than 5% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

28th percentile

-10%

Faster asset growth than 28% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

39th percentile

-5.5%

Faster revenue growth than 39% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$404,339

Down $46,108 (-10%) from 2014

Net Assets

Down

$404,339

Down $46,108 (-10%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin5th percentile

Revenue

Down

$68,502

Down $3,981 (-5.5%) from 2014

Expenses

Up

$124,673

Up $25,898 (+26%) from 2014

Net Income

Down

-$56,171

Down $29,879 (-114%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2015

Assets$404,339
Liabilities$0
Net Assets$404,339
Open 2015 Filing

Operations Trend

Revenue Growth39th 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

2015

Revenue$68,502
Expenses$124,673
Net Income-$56,171
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$134,877
Mission and Program Overview

Mission

EDUCATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$450,447$404,339▼ $46,108
Investments in Publicly Traded Securities$410,595$359,721▼ $50,874
Cash and Non-Interest-Bearing Accounts$39,852$44,618▲ $4,766
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$450,447$404,339▼ $46,108
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$450,447$404,339▼ $46,108
Total Liabilities and Net Assets / Fund Balance$450,447$404,339▼ $46,108
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
David W PaulsPresident
Brendan MccurdyVice President
Scott HekelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$55,204
Program Service Revenue
$0
Investment Income
$13,298
Other Revenue
$0
Change in Net Assets
$-56,171
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$103,133
Grants and Similar Amounts Paid$21,540
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$37,500-$37,500
Grants to Domestic Orgs$20,340--$20,340
Travel-$14,095-$14,095
Fees for Services Accounting-$3,425-$3,425
Other Expenses-$1,219-$1,219
Grants to Domestic Individuals$1,200--$1,200
Advertising-$145-$145
All Other Expenses-$62-$62
Total Functional Expenses$21,540$103,133$0$124,673
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
California Sigma Phi SocietyBerkeley, CA-Gutter Replacement and New Wi-fi System$20,340
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
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
CEO compensation reviewed
No
Other officer compensation reviewed
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, Section B, Line 11

“The president of the foundation reviewed the return”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Sigma Phi Educational Foundation
EIN
13-3269746
Phone
2126081080
Address
C/O MARINER 1500 BROADWAY NO 2701, NEW YORK, NY 10036

Signing Officer

Name
David Pauls
Title
President
Phone
2126081080
Signed
2016-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Pauls
Formed
1985
Legal Domicile
Ny
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Mariner Wealth Advisors
Address
1500 BROADWAY27TH FLOOR, NEW YORK, NY 10036
Preparer
Barbara Morea
Phone
2126081080
Raw XML Appendix309 raw XML fields

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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ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$404,339
Liabilities
$0
Net assets
$404,339
Revenue
$68,502
Expenses
$124,673
Net income
-$56,171
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