Civic Intelligence

Sigma Phi Society

990 • Fiscal year 2016 • EIN 13-5392442

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

Organization Profilewww.sigmaphi.org
PO Box 57417Tucson, AZ 85732

(520) 777-3055

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

66th percentile

0.03x

Higher debt load relative to revenue than 66% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Net Margin

9th percentile

-22%

Higher net margin than 9% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Asset Growth

36th percentile

-2.6%

Faster asset growth than 36% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

64th percentile

7.1%

Faster revenue growth than 64% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$332,878

Down $8,741 (-2.6%) from 2015

Net Assets

Down

$328,570

Down $4,119 (-1.2%) from 2015

Liabilities

Down

$4,308

Down $4,622 (-52%) from 2015

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin9th percentile

Revenue

Up

$159,412

Up $10,589 (+7.1%) from 2015

Expenses

Up

$193,858

Up $37,034 (+24%) from 2015

Net Income

Down

-$34,446

Down $26,445 (-331%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2016

Assets$332,878
Liabilities$4,308
Net Assets$328,570
Open 2016 Filing

Operations Trend

Revenue Growth64th 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

2016

Revenue$159,412
Expenses$193,858
Net Income-$34,446
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
$270,632
Mission and Program Overview

Mission

Education

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$332,689$328,570▼ $4,119
Investments in Publicly Traded Securities$328,711$299,680▼ $29,031
Cash and Non-Interest-Bearing Accounts$-995$22,380▲ $23,375
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Accounts Receivable-$-3,085-
Total Assets$341,619$332,878▼ $8,741
Other Assets Total$13,903$13,903→ $0
Liabilities
Other Liabilities$8,930$4,308▼ $4,622
Total Liabilities$8,930$4,308▼ $4,622
Net Assets / Fund Balance
Total Net Assets Fund Balance$332,689$328,570▼ $4,119
Total Liabilities and Net Assets / Fund Balance$341,619$332,878▼ $8,741
Compensation and Service Providers
Top Officer Pay92nd percentile

Board Members and Trustees

NameTitle
Brendan MccurdyChairman
Moses CesarioVice Chairman
Ronald LackeyGeneral Counsel
George SyropSecretary
Robert GuthrieTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$84,675
Program Service Revenue
$53,689
Investment Income
$21,048
Other Revenue
$0
All Other Contributions
$16,256
Change in Net Assets
$-34,446
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$162,211
Salaries, Compensation, and Employee Benefits$31,647
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$59,634
Other Salaries and Wages---$26,976
Travel---$20,357
Fees for Services Accounting---$9,841
All Other Expenses---$7,658
Other Expenses---$5,632
Payroll Taxes---$4,671
Office Expenses---$3,109
Fees for Services Legal---$1,750
Insurance---$632
Total Functional Expenses$0$0$0$193,858
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$3,113
Payroll Liabilities$1,195
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 Society
EIN
13-5392442
Phone
5207773055
Address
PO Box 57417, Tucson, AZ 85732

Signing Officer

Name
Derek Fredrickson
Title
Treasurer
Signed
2017-09-08
Discuss with paid preparer
Yes

Organization Details

Formed
1827
Legal Domicile
Ct
Voting Board Members
5
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
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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/WebsiteAddressTxt0www.sigmaphi.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Derek Fredrickson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sigma Phi Society
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0135392442
ReturnHeader/Filer/PhoneNum05207773055
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 57417
ReturnHeader/Filer/USAddress/CityNm0Tucson
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085732
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/ReturnTs02017-09-08T11:18:27-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$332,878
Liabilities
$4,308
Net assets
$328,570
Revenue
$159,412
Expenses
$193,858
Net income
-$34,446
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
2016Detailed filing. Detailed filing data is available for this year.$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

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)7 • <$500k nonprofits