Civic Intelligence

Sigma Phi Epsilon Fraternity Inc Tn Beta

990EZ • Fiscal year 2015 • EIN 20-0368188

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 08, 2016

3586 Midland AveMemphis, TN 38111

(901) 299-5973

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

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

Liabilities / Revenue

53rd percentile

0.00x

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

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

Net Margin

53rd percentile

3.9%

Higher net margin than 53% 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

81st percentile

23%

Faster asset growth than 81% of similar nonprofits.

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

Revenue Growth

53rd percentile

2.9%

Faster revenue growth than 53% of similar nonprofits.

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

Assets

Up

$42,593

Up $7,910 (+23%) from 2014

Net Assets

Up

$42,593

Up $7,910 (+23%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$163,727

Up $4,663 (+2.9%) from 2014

Expenses

Up

$157,333

Up $10,340 (+7.0%) from 2014

Net Income

Down

$6,394

Down $5,677 (-47%) from 2014

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2010: $18,954Liabilities 2010: $0Net Assets 2010: $18,9542010Assets 2011: $25,226Liabilities 2011: $0Net Assets 2011: $25,2262011Assets 2012: $21,421Liabilities 2012: $0Net Assets 2012: $21,4212012Assets 2013: $22,612Liabilities 2013: $0Net Assets 2013: $22,6122013Assets 2014: $34,683Liabilities 2014: $0Net Assets 2014: $34,6832014Assets 2015: $42,593Liabilities 2015: $0Net Assets 2015: $42,5932015Assets 2016: $47,690Liabilities 2016: $0Net Assets 2016: $47,6902016Assets 2019: $37,291Liabilities 2019: $02019Assets 2020: $35,371Liabilities 2020: $0Net Assets 2020: $35,3712020Assets 2021: $40,438Liabilities 2021: $0Net Assets 2021: $40,4382021Assets 2022: $37,863Liabilities 2022: $0Net Assets 2022: $37,8632022Assets 2023: $46,374Liabilities 2023: $02023Assets 2024: $45,494Liabilities 2024: $0Net Assets 2024: $45,4942024

Highlighted filing

2015

Assets$42,593
Liabilities$0
Net Assets$42,593

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $126,900Expenses 2010: $130,195Net Income 2010: -$3,2952010Revenue 2011: $136,503Expenses 2011: $130,231Net Income 2011: $6,2722011Revenue 2012: $131,203Expenses 2012: $135,008Net Income 2012: -$3,8052012Revenue 2013: $170,784Expenses 2013: $169,593Net Income 2013: $1,1912013Revenue 2014: $159,064Expenses 2014: $146,993Net Income 2014: $12,0712014Revenue 2015: $163,727Expenses 2015: $157,333Net Income 2015: $6,3942015Revenue 2016: $194,914Expenses 2016: $189,817Net Income 2016: $5,0972016Revenue 2019: $152,385Expenses 2019: $147,256Net Income 2019: $5,1292019Revenue 2020: $88,270Expenses 2020: $90,190Net Income 2020: -$1,9202020Revenue 2021: $106,570Expenses 2021: $101,503Net Income 2021: $5,0672021Revenue 2022: $70,967Expenses 2022: $73,542Net Income 2022: -$2,5752022Revenue 2023: $64,391Expenses 2023: $55,880Net Income 2023: $8,5112023Revenue 2024: $49,252Expenses 2024: $50,132Net Income 2024: -$8802024

Highlighted filing

2015

Revenue$163,727
Expenses$157,333
Net Income$6,394
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 8, 2016
Return Version
2015v2.1
Gross Receipts
$163,727
Mission and Program Overview

Mission

College social fraternity

Program Services

DescriptionGrantsExpenses
CHAPTER ACTIVITIES: PROMOTION OF EDUCATIONAL, SERVICE, SOCIAL AND CAMPUS RELATED ACTIVITIES.$0$85,753
HOUSING OPERATIONS: MAINTENANCE AND OPERATION OF A FRATERNITY HOUSE FOR THE BENEFIT OF THE MEMBERS:$0$71,580
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTHEW FARRARPresidentPT$0--
RILEY LASTERVP Of ProgrammingPT$0--
ANDREW MARTSVP Of FinancePT$0--
DREW WIDMERVP Of RecruitmentPT$0--
JOHN BALTONChaplainPT$0--
JOHN HARRISONVP Communications-$0--
NIC JOYNERVP HousePT$0--
MATT WASHBURNVP Of Member DevelopmentPT$0--
Filing and Contact Details

Filer

Filer Name
Sigma Phi Epsilon Fraternity
EIN
20-0368188
Phone
9012995973
Address
3586 MIDLAND AVE, MEMPHIS, TN 38111

Signing Officer

Name
Andrew Felder
Title
Vice-president of Finance
Phone
9012995973
Signed
2016-07-08
Discuss with paid preparer
Yes

Preparer

Firm
Fouts & Morgan Cpas
Address
1715 AARON BRENNER DR STE 700, MEMPHIS, TN 38120-1471
Preparer
Amanda E Barnett CPA
Phone
9017612110
Supplemental Narrative

Additional Explanations

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

Description: dividend and interest income. Amount: 1,521.

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

Description: president expenses. Amount: 929. Description: bank charges. Amount: 231. Description: chaplain. Amount: 51. Description: development. Amount: 261. Description: events and social. Amount: 459. Description: investment management fees. Amount: 175. Description: security deposits. Amount: 9,100. Description: programming. Amount: 10,887. Description: recruitment. Amount: 1,189. Description: insurance. Amount: 9,164. Description: new member registration. Amount: 6,300. Description: philanthropy. Amount: 11,869. Description: ifc dues. Amount: 1,594. Description: founders day. Amount: 3,820. Description: m williams. Amount: 8,467. Description: misc. Amount: 395. Total to form 990-ez, line 16: 64,891.

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

Description: prior year adjustment. Amount: 1,516.

Raw XML Appendix145 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ANDREW MARTS
IRS990EZ/BooksInCareOfDetail/PhoneNum09013245550
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03586 MIDLAND AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MEMPHIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd038111
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034683
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042593
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt06394
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034683
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042593
IRS990EZ/GainOrLossFromSaleOfAssetsAmt040
IRS990EZ/GrossReceiptsAmt0163727
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00309
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01521
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt098091
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034683
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042593
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034683
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042593
IRS990EZ/OccupancyRentUtltsAndMaintAmt088254
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt212.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt37.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt68.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt78.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MATTHEW FARRAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RILEY LASTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANDREW MARTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DREW WIDMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN BALTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOHN HARRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NIC JOYNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MATT WASHBURN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP OF PROGRAMMING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP OF FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF RECRUITMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CHAPLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP HOUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP OF MEMBER DEVELOPMENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt01516
IRS990EZ/OtherExpensesTotalAmt064891
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0COLLEGE SOCIAL FRATERNITY
IRS990EZ/PrintingPublicationsPostageAmt04188
IRS990EZ/ProgramServiceRevenueAmt064075
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHAPTER ACTIVITIES: PROMOTION OF EDUCATIONAL, SERVICE, SOCIAL AND CAMPUS RELATED ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HOUSING OPERATIONS: MAINTENANCE AND OPERATION OF A FRATERNITY HOUSE FOR THE BENEFIT OF THE MEMBERS:
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt085753
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt171580
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt040
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0157333
IRS990EZ/TotalProgramServiceExpensesAmt0157333
IRS990EZ/TotalRevenueAmt0163727
IRS990EZ/WebsiteAddressTxt0SIGEPTNBETA.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDEND AND INTEREST INCOME. AMOUNT: 1,521.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PRESIDENT EXPENSES. AMOUNT: 929. DESCRIPTION: BANK CHARGES. AMOUNT: 231. DESCRIPTION: CHAPLAIN. AMOUNT: 51. DESCRIPTION: DEVELOPMENT. AMOUNT: 261. DESCRIPTION: EVENTS AND SOCIAL. AMOUNT: 459. DESCRIPTION: INVESTMENT MANAGEMENT FEES. AMOUNT: 175. DESCRIPTION: SECURITY DEPOSITS. AMOUNT: 9,100. DESCRIPTION: PROGRAMMING. AMOUNT: 10,887. DESCRIPTION: RECRUITMENT. AMOUNT: 1,189. DESCRIPTION: INSURANCE. AMOUNT: 9,164. DESCRIPTION: NEW MEMBER REGISTRATION. AMOUNT: 6,300. DESCRIPTION: PHILANTHROPY. AMOUNT: 11,869. DESCRIPTION: IFC DUES. AMOUNT: 1,594. DESCRIPTION: FOUNDERS DAY. AMOUNT: 3,820. DESCRIPTION: M WILLIAMS. AMOUNT: 8,467. DESCRIPTION: MISC. AMOUNT: 395. TOTAL TO FORM 990-EZ, LINE 16: 64,891.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PRIOR YEAR ADJUSTMENT. AMOUNT: 1,516.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
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/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW FELDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE-PRESIDENT OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum09012995973
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA PHI EPSILON FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TENNESSEE BETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0200368188
ReturnHeader/Filer/PhoneNum09012995973
ReturnHeader/Filer/USAddress/AddressLine1Txt03586 MIDLAND AVE
ReturnHeader/Filer/USAddress/CityNm0MEMPHIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038111
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0620963442
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOUTS & MORGAN CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01715 AARON BRENNER DR STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEMPHIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0381201471
ReturnHeader/PreparerPersonGrp/PhoneNum09017612110
ReturnHeader/PreparerPersonGrp/PreparationDt02016-07-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMANDA E BARNETT CPA
ReturnHeader/ReturnTs02016-07-25T09:32:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.49$0.50$0.01
2023Summary only. Only limited summary data is available for this year.$0.46$0.00$0.64$0.56$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.00$0.38$0.71$0.74$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$1.07$1.02$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.00$0.35$0.88$0.90$0.02
2019Summary only. Only limited summary data is available for this year.$0.37$0.00$1.52$1.47$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$1.95$1.90$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$1.64$1.57$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$1.59$1.47$0.12
2013Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$1.71$1.70$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.00$0.21$1.31$1.35$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.00$0.25$1.37$1.30$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.00$0.19$1.27$1.30$0.03