Civic Intelligence

Sigma Phi Society

990 • Fiscal year 2015 • EIN 13-5392442

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

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

65th percentile

0.03x

Higher debt load relative to assets than 65% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

71st percentile

0.06x

Higher debt load relative to revenue than 71% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Net Margin

25th percentile

-5.4%

Higher net margin than 25% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Asset Growth

11th percentile

-23%

Faster asset growth than 11% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

97th percentile

101%

Faster revenue growth than 97% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$341,619

Down $101,919 (-23%) from 2014

Net Assets

Down

$332,689

Down $101,919 (-23%) from 2014

Liabilities

Flat

$8,930

Flat from 2014

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin25th percentile

Revenue

Up

$148,823

Up $74,794 (+101%) from 2014

Expenses

Up

$156,824

Up $79,089 (+102%) from 2014

Net Income

Down

-$8,001

Down $4,295 (-116%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2015

Assets$341,619
Liabilities$8,930
Net Assets$332,689
Open 2015 Filing

Operations Trend

Revenue Growth97th 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

2015

Revenue$148,823
Expenses$156,824
Net Income-$8,001
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
$311,515
Mission and Program Overview

Mission

Education

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$434,608$332,689▼ $101,919
Investments in Publicly Traded Securities$412,453$328,711▼ $83,742
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Cash and Non-Interest-Bearing Accounts$17,182$-995▼ $18,177
Total Assets$443,538$341,619▼ $101,919
Other Assets Total$13,903$13,903→ $0
Liabilities
Other Liabilities$8,930$8,930→ $0
Total Liabilities$8,930$8,930→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$434,608$332,689▼ $101,919
Total Liabilities and Net Assets / Fund Balance$443,538$341,619▼ $101,919
Compensation and Service Providers
Top Officer Pay92nd percentile

Board Members and Trustees

NameTitle
Brendan MccurdyChairman
Moses CesarioVice Chairman
David LoebDelegate
Glenn GeorgeDelegate
J Richard TynerDelegate
John RomaineDelegate
Jon HysellDelegate
Michael Charles PhippenDelegate
Thomas JarviDelegate
Nathaniel HouseSecretary
Scott MccraeSecretary
Derek FredricksonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$71,138
Program Service Revenue
$0
Investment Income
$75,205
Other Revenue
$2,480
All Other Contributions
$11,984
Change in Net Assets
$-8,001
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$99,777
Salaries, Compensation, and Employee Benefits$38,928
Grants and Similar Amounts Paid$18,119
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$38,928-$38,928
Travel-$38,497-$38,497
Grants to Domestic Orgs$18,119--$18,119
Advertising-$15,553-$15,553
Other Expenses-$4,962-$4,962
All Other Expenses-$3,814-$3,814
Fees for Services Legal-$1,345-$1,345
Insurance-$513-$513
Office Expenses-$8-$8
Total Functional Expenses$18,119$138,705$0$156,824
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sigma Phi Society at University of VirginiaCharlottesville, VA-General Fund$9,459
Sigma Phi Educational FoundationNew York, NY-General Fund$8,660
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Escrow Account Liability$8,930
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 Society
EIN
13-5392442
Phone
2033531517
Address
1404 SHIPPAN AVE, STAMFORD, CT 06902-7829

Signing Officer

Name
Derek Fredrickson
Title
Treasurer
Phone
2033531517
Signed
2016-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Derek Fredrickson
Formed
1827
Legal Domicile
Ct
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 Appendix365 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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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT OF THE FOUNDATION REVIEWED THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0443538
IRS990/TotalAssetsEOYAmt0341619
IRS990/TotalAssetsGrp/BOYAmt0443538
IRS990/TotalAssetsGrp/EOYAmt0341619
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt071138
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0138705
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt018119
IRS990/TotalFunctionalExpensesGrp/TotalAmt0156824
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08930
IRS990/TotalLiabilitiesEOYAmt08930
IRS990/TotalLiabilitiesGrp/BOYAmt08930
IRS990/TotalLiabilitiesGrp/EOYAmt08930
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0434608
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0332689
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt018119
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt077685
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0148823
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0443538
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0341619
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt038497
IRS990/TravelGrp/TotalAmt038497
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01404 SHIPPAN AVE
IRS990/USAddress/CityNm0STAMFORD
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006902
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.SIGMAPHI.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEREK FREDRICKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02033531517
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
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/PreparationDt02016-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA MOREA
ReturnHeader/ReturnTs02016-11-15T16:15:36-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$341,619
Liabilities
$8,930
Net assets
$332,689
Revenue
$148,823
Expenses
$156,824
Net income
-$8,001
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
2015Detailed filing. Detailed filing data is available for this year.$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

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)7 • <$500k nonprofits