Civic Intelligence

Sigma Phi Society

990 • Fiscal year 2018 • EIN 13-5392442

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 25, 2019

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

65th percentile

0.02x

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

68th percentile

0.03x

Higher debt load relative to revenue than 68% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Net Margin

58th percentile

5.2%

Higher net margin than 58% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Asset Growth

19th percentile

-13%

Faster asset growth than 19% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

14th percentile

-22%

Faster revenue growth than 14% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$224,095

Down $32,368 (-13%) from 2017

Net Assets

Down

$219,685

Down $12,755 (-5.5%) from 2017

Liabilities

Down

$4,410

Down $19,613 (-82%) from 2017

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin58th percentile

Revenue

Down

$135,541

Down $37,234 (-22%) from 2017

Expenses

Down

$128,486

Down $57,571 (-31%) from 2017

Net Income

Up

$7,055

Up $20,337 (+153%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2018

Assets$224,095
Liabilities$4,410
Net Assets$219,685
Open 2018 Filing

Operations Trend

Revenue Growth14th 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

2018

Revenue$135,541
Expenses$128,486
Net Income$7,055
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 25, 2019
Return Version
2018v3.1
Gross Receipts
$135,541
Mission and Program Overview

Mission

Education

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$232,440$219,685▼ $12,755
Investments in Publicly Traded Securities$158,495$116,288▼ $42,207
Cash and Non-Interest-Bearing Accounts$5,353$4,192▼ $1,161
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-$0-
Accounts Receivable$-2,335$-2,335→ $0
Total Assets$256,463$224,095▼ $32,368
Other Assets Total$94,950$105,950▲ $11,000
Liabilities
Other Liabilities$24,023$4,410▼ $19,613
Total Liabilities$24,023$4,410▼ $19,613
Net Assets / Fund Balance
Total Net Assets Fund Balance$232,440$219,685▼ $12,755
Total Liabilities and Net Assets / Fund Balance$256,463$224,095▼ $32,368

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$150--
Compensation and Service Providers
Top Officer Pay93rd percentile

Board Members and Trustees

NameTitle
Brendan MccurdyChairman
Moses CesarioVice Chairman
George SyropDirector
Ronald LackeyGeneral Counsel
Brannum ForsythSecretary
Robert GuthrieTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,008
Program Service Revenue
$125,510
Investment Income
$3,023
Other Revenue
$0
All Other Contributions
$7,008
Change in Net Assets
$7,055
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$128,486
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$64,291-$64,291
Fees for Services Accounting-$8,124-$8,124
Travel-$6,376-$6,376
Other Expenses-$6,135-$6,135
All Other Expenses-$5,577-$5,577
Fees for Services Legal-$3,848-$3,848
Total Functional Expenses$0$128,486$0$128,486
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
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$3,410
Vermont Educational Foundation$1,000
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 Society
EIN
13-5392442
Phone
5207773055
Address
PO Box 57417, Tucson, AZ 85732

Signing Officer

Name
Robert Guthrie
Title
Treasurer
Signed
2019-09-25
Discuss with paid preparer
Yes

Organization Details

Formed
1827
Legal Domicile
Ct
Voting Board Members
6
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/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt024023
IRS990/TotalLiabilitiesEOYAmt04410
IRS990/TotalLiabilitiesGrp/BOYAmt024023
IRS990/TotalLiabilitiesGrp/EOYAmt04410
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0232440
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0219685
IRS990/TotalProgramServiceRevenueAmt0125510
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0128533
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0135541
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0256463
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0224095
IRS990/TravelGrp/ManagementAndGeneralAmt06376
IRS990/TravelGrp/TotalAmt06376
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 57417
IRS990/USAddress/CityNm0Tucson
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085732
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0www.sigmaphi.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Guthrie
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-25
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/PreparerFirmEIN0860645419
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/ReturnTs02019-09-25T08:53:29-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$224,095
Liabilities
$4,410
Net assets
$219,685
Revenue
$135,541
Expenses
$128,486
Net income
$7,055
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
2018Detailed filing. Detailed filing data is available for this year.$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

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)7 • <$500k nonprofits