Civic Intelligence

Sigma Phi Society

990EZ • Fiscal year 2014 • EIN 13-5392442

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 13, 2015

Organization ProfileWWW.SIGMAPHI.ORG
1404 Shippan AveStamford, CT 06902-7829

(203) 353-1517

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.02x

Higher debt load relative to assets than 63% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

75th percentile

0.12x

Higher debt load relative to revenue than 75% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Net Margin

26th percentile

-5.0%

Higher net margin than 26% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Top Officer Pay

97th percentile

$11,076

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 15.0% of source-year revenue.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Asset Growth

63rd percentile

6.6%

Faster asset growth than 63% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

12th percentile

-21%

Faster revenue growth than 12% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$443,538

Up $27,609 (+6.6%) from 2013

Net Assets

Up

$434,608

Up $29,921 (+7.4%) from 2013

Liabilities

Down

$8,930

Down $2,312 (-21%) from 2013

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin26th percentile

Revenue

Down

$74,029

Down $20,232 (-21%) from 2013

Expenses

Down

$77,735

Down $7,522 (-8.8%) from 2013

Net Income

Down

-$3,706

Down $12,710 (-141%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$600K$400K$200K$0Assets 2010: $295,030Liabilities 2010: $6,001Net Assets 2010: $289,0292010Assets 2011: $314,665Liabilities 2011: $3,534Net Assets 2011: $311,1312011Assets 2012: $301,520Liabilities 2012: $9,629Net Assets 2012: $291,8912012Assets 2013: $415,929Liabilities 2013: $11,242Net Assets 2013: $404,6872013Assets 2014: $443,538Liabilities 2014: $8,930Net Assets 2014: $434,6082014Assets 2015: $341,619Liabilities 2015: $8,930Net Assets 2015: $332,6892015Assets 2016: $332,878Liabilities 2016: $4,308Net Assets 2016: $328,5702016Assets 2017: $256,463Liabilities 2017: $24,023Net Assets 2017: $232,4402017Assets 2018: $224,095Liabilities 2018: $4,410Net Assets 2018: $219,6852018Assets 2019: $272,359Liabilities 2019: $5,666Net Assets 2019: $266,6932019Assets 2020: $220,630Liabilities 2020: $5,189Net Assets 2020: $215,4412020Assets 2021: $257,845Liabilities 2021: $2,291Net Assets 2021: $255,5542021Assets 2022: $223,217Liabilities 2022: $1,000Net Assets 2022: $222,2172022Assets 2023: $243,718Liabilities 2023: $1,000Net Assets 2023: $242,7182023Assets 2024: $246,630Liabilities 2024: $1,000Net Assets 2024: $245,6302024

Highlighted filing

2014

Assets$443,538
Liabilities$8,930
Net Assets$434,608
Open 2014 Filing

Operations Trend

Revenue Growth12th percentile

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

$200K$100K$0-$100KExpenses 2010: $92,9172010Expenses 2011: $79,2392011Revenue 2012: $62,292Expenses 2012: $89,751Net Income 2012: -$27,4592012Revenue 2013: $94,261Expenses 2013: $85,257Net Income 2013: $9,0042013Revenue 2014: $74,029Expenses 2014: $77,735Net Income 2014: -$3,7062014Revenue 2015: $148,823Expenses 2015: $156,824Net Income 2015: -$8,0012015Revenue 2016: $159,412Expenses 2016: $193,858Net Income 2016: -$34,4462016Revenue 2017: $172,775Expenses 2017: $186,057Net Income 2017: -$13,2822017Revenue 2018: $135,541Expenses 2018: $128,486Net Income 2018: $7,0552018Revenue 2019: $130,680Expenses 2019: $97,570Net Income 2019: $33,1102019Revenue 2020: $43,136Expenses 2020: $105,933Net Income 2020: -$62,7972020Revenue 2021: $79,892Expenses 2021: $64,475Net Income 2021: $15,4172021Revenue 2022: $104,388Expenses 2022: $122,167Net Income 2022: -$17,7792022Revenue 2023: $112,777Expenses 2023: $110,919Net Income 2023: $1,8582023Revenue 2024: $83,106Expenses 2024: $86,052Net Income 2024: -$2,9462024

Highlighted filing

2014

Revenue$74,029
Expenses$77,735
Net Income-$3,706
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 13, 2015
Return Version
2014v5.0
Gross Receipts
$166,898
Mission and Program Overview

Mission

Education

Coordinates the national activities of the sigma phi fraternity.

Program Services

DescriptionGrantsExpenses
BROTHERS HAVE MENTORS AND ROLE MODELS FROM UPPERCLASSMENWHO PROVIDE SUPPORT AND GUIDANCE IN SCHOLASTICS, SOCIALBEHAVIOR, LOYALTY, HONOR, AND INDIVIDUAL RESPONSIBILITY.THE CHAPTER HOUSE SETTING PROVIDES NUMEROUS OPPORTUNITIES TO DEVELOP INTEGRATED SKILLS. A SIG WILL BE EXPECTED TO MAINTAIN HIGHER-THAN-AVERAGE GRADES, PARTICIPATE IN EXTRA-CURRICULAR ACTIVITIES,PARTICIPATE IN VOLUNTEER WORK IN THE COMMUNITY, LEARN HOW THE LIVING UNIT IS MANAGED, AND PARTICIPATE IN THE BUSINESS MANAGEMENT OF THE CHAPTER HOUSE. BROTHERS WILL PARTICIPATE IN ACTIVITIES THAT BUILD LINKS BETWEEN SIGMA PHI AND THE REST OF CAMPUS. CHAPTERS HAVE RECEPTIONS AND DINNERS TO FOSTER FREQUENT CONTACT WITH FACULTY MEMBERS.SOME CHAPTERS EVEN BRING NATIONALLY-KNOWN SPEAKERS TO CAMPUS. DURING 2014, THERE WERE TEN UNDERGRADUATE CHAPTERS WITH APPROXIMATELY 250 MEMBERS AND TWELVE ALUMNI CHAPTERS WITH APPROXIMATELY 6,300 ALUMNI.$0$0
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NATHANIEL HOUSESecretaryPT$11,076-$11,076
BRENDAN MCCURDYChairman-$0--
MOSES CESARIOVice Chairman-$0--
DEREK FREDRICKSONTreasurer-$0--
SCOTT MCCRAESecretary-$0--
DAVID LOEBDelegate-$0--
JON HYSELLDelegate-$0--
J RICHARD TYNERDelegate-$0--
MICHAEL CHARLES PHIPPENDelegate-$0--
THOMAS JARVIDelegate-$0--
JOHN ROMAINEDelegate-$0--
GLENN GEORGEDelegate-$0--
Filing and Contact Details

Filer

Filer Name
Sigma Phi Society
EIN
13-5392442
Phone
2033531517
Address
1404 SHIPPAN AVE, STAMFORD, CT 06902-7829

Signing Officer

Name
Derek Fredrickson
Title
Treasurer
Phone
2033531517
Signed
2015-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Mariner Wealth Advisors
Address
1500 BROADWAY27TH FLOOR, NEW YORK, NY 10036
Preparer
Barbara Morea
Phone
2126081080
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 2. Description: dividend. Amount: 5,453. Total included on form 990-ez, line 4: 5,455.”

Form 990-ez, Part I, Line 7 - Sales of Inventory

“Income: gross receipts: 9,961. Returns and allowances: 0. Less cost of goods sold: 12,376. Gross profit: -2,415. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 12,376. Cost of labor: 0. Materials and supplies: 0. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 12,376.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: office expense. Amount: 2,440. Description: travel. Amount: 335. Description: conferences, conventions, and meetings. Amount: 27,698. Description: dues. Amount: 1,500. Description: information technology. Amount: 4,526. Description: payroll services. Amount: 752. Description: foreign tax on investments. Amount: 23. Total to form 990-ez, line 16: 37,274.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: net unrealized gains (losses) on investments. Amount: 33,627.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: notes and loans receivable. Beg. Of year amount: 13,903. End of year amount: 13,903.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: escrow account liability. Beg. Of year amount: 11,242. End of year amount: 8,930.”

Raw XML Appendix181 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRENDAN MCCURDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MOSES CESARIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEREK FREDRICKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NATHANIEL HOUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SCOTT MCCRAE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVID LOEB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JON HYSELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7J RICHARD TYNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MICHAEL CHARLES PHIPPEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9THOMAS JARVI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JOHN ROMAINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11GLENN GEORGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OrganizationHadUBIInd01
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IRS990EZ/OtherExpensesTotalAmt037274
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0COORDINATES THE NATIONAL ACTIVITIES OF THE SIGMA PHI FRATERNITY.
IRS990EZ/PrintingPublicationsPostageAmt014701
IRS990EZ/ProgramServiceRevenueAmt07445
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BROTHERS HAVE MENTORS AND ROLE MODELS FROM UPPERCLASSMENWHO PROVIDE SUPPORT AND GUIDANCE IN SCHOLASTICS, SOCIALBEHAVIOR, LOYALTY, HONOR, AND INDIVIDUAL RESPONSIBILITY.THE CHAPTER HOUSE SETTING PROVIDES NUMEROUS OPPORTUNITIES TO DEVELOP INTEGRATED SKILLS. A SIG WILL BE EXPECTED TO MAINTAIN HIGHER-THAN-AVERAGE GRADES, PARTICIPATE IN EXTRA-CURRICULAR ACTIVITIES,PARTICIPATE IN VOLUNTEER WORK IN THE COMMUNITY, LEARN HOW THE LIVING UNIT IS MANAGED, AND PARTICIPATE IN THE BUSINESS MANAGEMENT OF THE CHAPTER HOUSE. BROTHERS WILL PARTICIPATE IN ACTIVITIES THAT BUILD LINKS BETWEEN SIGMA PHI AND THE REST OF CAMPUS. CHAPTERS HAVE RECEPTIONS AND DINNERS TO FOSTER FREQUENT CONTACT WITH FACULTY MEMBERS.SOME CHAPTERS EVEN BRING NATIONALLY-KNOWN SPEAKERS TO CAMPUS. DURING 2014, THERE WERE TEN UNDERGRADUATE CHAPTERS WITH APPROXIMATELY 250 MEMBERS AND TWELVE ALUMNI CHAPTERS WITH APPROXIMATELY 6,300 ALUMNI.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SaleOfAssetsGrossAmt083292
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IRS990EZ/TotalRevenueAmt074029
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IRS990EZ/WebsiteAddressTxt0WWW.SIGMAPHI.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 2. DESCRIPTION: DIVIDEND. AMOUNT: 5,453. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 5,455.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INCOME: GROSS RECEIPTS: 9,961. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 12,376. GROSS PROFIT: -2,415. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 12,376. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 12,376.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OFFICE EXPENSE. AMOUNT: 2,440. DESCRIPTION: TRAVEL. AMOUNT: 335. DESCRIPTION: CONFERENCES, CONVENTIONS, AND MEETINGS. AMOUNT: 27,698. DESCRIPTION: DUES. AMOUNT: 1,500. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 4,526. DESCRIPTION: PAYROLL SERVICES. AMOUNT: 752. DESCRIPTION: FOREIGN TAX ON INVESTMENTS. AMOUNT: 23. TOTAL TO FORM 990-EZ, LINE 16: 37,274.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS. AMOUNT: 33,627.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: NOTES AND LOANS RECEIVABLE. BEG. OF YEAR AMOUNT: 13,903. END OF YEAR AMOUNT: 13,903.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: ESCROW ACCOUNT LIABILITY. BEG. OF YEAR AMOUNT: 11,242. END OF YEAR AMOUNT: 8,930.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEREK FREDRICKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02033531517
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA PHI SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0135392442
ReturnHeader/Filer/PhoneNum02033531517
ReturnHeader/Filer/USAddress/AddressLine1Txt01404 SHIPPAN AVE
ReturnHeader/Filer/USAddress/CityNm0STAMFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0069027829
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800961545
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARINER WEALTH ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01500 BROADWAY27TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010036
ReturnHeader/PreparerPersonGrp/PhoneNum02126081080
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA MOREA
ReturnHeader/ReturnTs02015-11-16T07:44:02-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$443,538
Liabilities
$8,930
Net assets
$434,608
Revenue
$74,029
Expenses
$77,735
Net income
-$3,706
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.47$0.01$2.46$0.83$0.86$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.01$2.43$1.13$1.11$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.23$0.01$2.22$1.04$1.22$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.02$2.56$0.80$0.64$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.05$2.15$0.43$1.06$0.63
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.06$2.67$1.31$0.98$0.33
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.04$2.20$1.36$1.28$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$0.24$2.32$1.73$1.86$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.33$0.04$3.29$1.59$1.94$0.34
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$0.09$3.33$1.49$1.57$0.08
2014Detailed filing. Detailed filing data is available for this year.$4.44$0.09$4.35$0.74$0.78$0.04
2013Detailed filing. Detailed filing data is available for this year.$4.16$0.11$4.05$0.94$0.85$0.09
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.02$0.10$2.92$0.62$0.90$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$0.04$3.11$0.79
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.95$0.06$2.89$0.93
Peer Organizations

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