Civic Intelligence

Sigma Phi Educational Foundation Inc.

990 • Fiscal year 2016 • EIN 13-3269746

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 08, 2017

Organization ProfileN/A
C/O Oase CPA 7802 E Escalante RoadTucson, AZ 85730

(212) 608-1080

Siviq Scores

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

Liabilities / Assets

78th percentile

0.12x

Higher debt load relative to assets than 78% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

91st percentile

0.42x

Higher debt load relative to revenue than 91% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

16th percentile

-21%

Higher net margin than 16% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

63rd percentile

10%

Faster asset growth than 63% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

91st percentile

82%

Faster revenue growth than 91% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$445,918

Up $41,579 (+10%) from 2015

Net Assets

Down

$393,989

Down $10,350 (-2.6%) from 2015

Liabilities

Up

$51,929

Up $51,929 from 2015

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin16th percentile

Revenue

Up

$124,539

Up $56,037 (+82%) from 2015

Expenses

Up

$150,185

Up $25,512 (+20%) from 2015

Net Income

Up

-$25,646

Up $30,525 (+54%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2016

Assets$445,918
Liabilities$51,929
Net Assets$393,989
Open 2016 Filing

Operations Trend

Revenue Growth91st 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

2016

Revenue$124,539
Expenses$150,185
Net Income-$25,646
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 8, 2017
Return Version
2016v3.0
Gross Receipts
$189,881
Mission and Program Overview

Mission

EDUCATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$404,339$393,989▼ $10,350
Cash and Non-Interest-Bearing Accounts$44,618$35,910▼ $8,708
Accounts Receivable-$15,669-
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$404,339$445,918▲ $41,579
Other Assets Total$359,721$394,339▲ $34,618
Liabilities
Other Liabilities-$51,929-
Total Liabilities$0$51,929▲ $51,929
Net Assets / Fund Balance
Total Net Assets Fund Balance$404,339$393,989▼ $10,350
Total Liabilities and Net Assets / Fund Balance$404,339$445,918▲ $41,579
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Jack RomainePresident
David W PaulsVice President
Dan NeumannSecretary
Scott HekelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$84,308
Program Service Revenue
$0
Investment Income
$40,231
Other Revenue
$0
All Other Contributions
$63,000
Change in Net Assets
$-25,646
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$100,185
Grants and Similar Amounts Paid$50,000
Total Fundraising Expense$8,760
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,000--$50,000
Other Expenses$3,841$11,645$8,760$3,841
All Other Expenses-$840-$840
Total Functional Expenses$128,940$12,485$8,760$150,185
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
TriadIthaca, NY--$50,000
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Thorsen House Liability$39,929
Sigma Phi Society$12,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Sigma Phi Educational Foundation
EIN
13-3269746
Phone
2126081080
Address
C/O Oase CPA 7802 E Escalante Road, Tucson, AZ 85730

Signing Officer

Name
David W Pauls
Title
President
Signed
2017-09-08
Discuss with paid preparer
Yes

Organization Details

Formed
1985
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
0
Employees
0

Preparer

Firm
David Oase CPA PC
Address
7802 E Escalante, Tucson, AZ 85730
Preparer
Chad D Denson
Phone
5207902738
Raw XML Appendix368 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt015669
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Education
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt063000
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0840
IRS990/AllOtherExpensesGrp/TotalAmt0840
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Scott Hekel
IRS990/BooksInCareOfDetail/PhoneNum05207902738
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06031 Pioneer Place
IRS990/BooksInCareOfDetail/USAddress/CityNm0Columus
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd047203
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt044618
IRS990/CashNonInterestBearingGrp/EOYAmt035910
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt084308
IRS990/CYGrantsAndSimilarPaidAmt050000
IRS990/CYInvestmentIncomeAmt040231
IRS990/CYOtherExpensesAmt0100185
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-25646
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0150185
IRS990/CYTotalFundraisingExpenseAmt08760
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0124539
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Education
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0128940
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0David W Pauls
IRS990/Form990PartVIISectionAGrp/PersonNm1Scott Hekel
IRS990/Form990PartVIISectionAGrp/PersonNm2Jack Romaine
IRS990/Form990PartVIISectionAGrp/PersonNm3Dan Neumann
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0false
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt034583
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt050000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt050000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt099925
IRS990/GrossReceiptsAmt0189881
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt05648
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05648
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt03
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt065342
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt021308
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0Education
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0404339
IRS990/NetAssetsOrFundBalancesEOYAmt0393989
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt034583
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt034583
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt015296
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0359721
IRS990/OtherAssetsTotalGrp/EOYAmt0394339
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Management Service Fee
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2100th Man Venue Expense
IRS990/OtherExpensesGrp/Desc3Awards & Trophies
IRS990/OtherExpensesGrp/FundraisingAmt08760
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011645
IRS990/OtherExpensesGrp/ProgramServicesAmt075099
IRS990/OtherExpensesGrp/ProgramServicesAmt13841
IRS990/OtherExpensesGrp/TotalAmt075099
IRS990/OtherExpensesGrp/TotalAmt111645
IRS990/OtherExpensesGrp/TotalAmt28760
IRS990/OtherExpensesGrp/TotalAmt33841
IRS990/OtherLiabilitiesGrp/EOYAmt051929
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt040607
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt05150
IRS990/PYInvestmentIncomeAmt031876
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt093625
IRS990/PYRevenuesLessExpensesAmt0-26292
IRS990/PYTotalExpensesAmt098775
IRS990/PYTotalRevenueAmt072483
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-25646
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0404339
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0393989
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt084308
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt055204
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt040607
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0157927
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt082624
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0420670
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt040264
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt056743
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt031876
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt024692
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt012877
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0166452
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.71650
IRS990ScheduleA/PublicSupportPY170Pct00.73100
IRS990ScheduleA/PublicSupportTotal170Amt0420670
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt084308
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt055204
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt040607
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0157927
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt082624
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0420670
IRS990ScheduleA/TotalSupportAmt0587122
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt139929
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Sigma Phi Society
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Thorsen House Liability
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0394339
IRS990ScheduleD/TotalLiabilityAmt051929
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt050000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Triad
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt015 Ascot Place
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Ithaca
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd014850
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/StatesWhereCopyOfReturnIsFldCd1NY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0404339
IRS990/TotalAssetsEOYAmt0445918
IRS990/TotalAssetsGrp/BOYAmt0404339
IRS990/TotalAssetsGrp/EOYAmt0445918
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt084308
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt08760
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012485
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0128940
IRS990/TotalFunctionalExpensesGrp/TotalAmt0150185
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt051929
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt051929
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0404339
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0393989
IRS990/TotalProgramServiceExpensesAmt0128940
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt040231
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0124539
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0404339
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0445918
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David W Pauls
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sigma Phi Educational Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0133269746
ReturnHeader/Filer/PhoneNum02126081080
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O Oase CPA 7802 E Escalante Road
ReturnHeader/Filer/USAddress/CityNm0Tucson
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085730
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0David Oase CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07802 E Escalante
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tucson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085730
ReturnHeader/PreparerPersonGrp/PhoneNum05207902738
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Chad D Denson
ReturnHeader/ReturnTs02017-09-08T11:27:37-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$445,918
Liabilities
$51,929
Net assets
$393,989
Revenue
$124,539
Expenses
$150,185
Net income
-$25,646
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