Civic Intelligence

Sigma Phi Educational Foundation Inc.

990 • Fiscal year 2023 • EIN 13-3269746

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 30, 2024

Organization ProfileN/A
PO Box 57417Tucson, AZ 85732-7417

(520) 444-0672

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

93rd percentile

62%

Higher net margin than 93% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

79th percentile

26%

Faster asset growth than 79% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

1150%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$633,730

Up $129,937 (+26%) from 2022

Net Assets

Up

$633,730

Up $146,867 (+30%) from 2022

Liabilities

Down

$0

Down $16,930 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin93rd percentile

Revenue

Up

$96,459

Up $88,740 (+1150%) from 2022

Expenses

Up

$36,951

Up $6,418 (+21%) from 2022

Net Income

Up

$59,508

Up $82,322 (+361%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2023

Assets$633,730
Liabilities$0
Net Assets$633,730
Open 2023 Filing

Operations Trend

Revenue Growth99th 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

2023

Revenue$96,459
Expenses$36,951
Net Income$59,508
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 30, 2024
Return Version
2023v5.1
Gross Receipts
$104,857
Mission and Program Overview

Mission

Education

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$486,863$633,730▲ $146,867
Cash and Non-Interest-Bearing Accounts-$150-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$503,793$633,730▲ $129,937
Other Assets Total$503,793$633,580▲ $129,787
Liabilities
Other Liabilities$16,930$0▼ $16,930
Total Liabilities$16,930$0▼ $16,930
Net Assets / Fund Balance
Total Net Assets Fund Balance$486,863$633,730▲ $146,867
Total Liabilities and Net Assets / Fund Balance$503,793$633,730▲ $129,937

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$633,580--
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Jack RomainePresident
Daniel P NeumannVice President
Scott HekelSecretary
Bob DalyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$64,634
Program Service Revenue
$0
Investment Income
$31,825
Other Revenue
$0
All Other Contributions
$64,634
Change in Net Assets
$59,508
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$36,551
Total Fundraising Expense$1,986
Grants and Similar Amounts Paid$400
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$16,250--$16,250
Fees for Services Management-$12,000-$12,000
Travel-$5,091-$5,091
Fees for Services Accounting-$1,200-$1,200
Other Expenses-$0$514$514
Grants to Domestic Individuals$400--$400
Office Expenses-$24-$24
Total Functional Expenses$16,650$18,315$1,986$36,951
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 35% controlled entity
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 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No other documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Sigma Phi Educational Foundation
EIN
13-3269746
Phone
5204440672
Address
PO BOX 57417, TUCSON, AZ 85732-7417

Signing Officer

Name
Jack Romaine
Title
President
Phone
5204440672
Signed
2024-09-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Same as Above
Formed
1985
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Prager Metis Cpas LLC
Address
1951 KIDWELL DRIVE SUITE 200, TYSONS CORNER, VA 22182
Preparer
Hin Chiu Lo
Phone
7038210702
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Lectures: program service expenses 16,250. Management and general expenses 0. Fundraising expenses 0. Total expenses 16,250.”

Raw XML Appendix326 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LECTURES: PROGRAM SERVICE EXPENSES 16,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,250.
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA PHI EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0133269746
ReturnHeader/Filer/PhoneNum05204440672
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 57417
ReturnHeader/Filer/USAddress/CityNm0TUCSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd0857327417
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061667465
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRAGER METIS CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01951 KIDWELL DRIVE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TYSONS CORNER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022182
ReturnHeader/PreparerPersonGrp/PhoneNum07038210702
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HIN CHIU LO
ReturnHeader/ReturnTs02024-10-04T12:41:10-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$633,730
Liabilities
$0
Net assets
$633,730
Revenue
$96,459
Expenses
$36,951
Net income
$59,508
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