Civic Intelligence

Sigma Phi Epsilon Fraternity Inc Tn Beta

990EZ • Fiscal year 2016 • EIN 20-0368188

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 12, 2017

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.

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

Liabilities / Revenue

53rd percentile

0.00x

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

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

Net Margin

49th percentile

2.6%

Higher net margin than 49% 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

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

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

Revenue Growth

81st percentile

19%

Faster revenue growth than 81% of similar nonprofits.

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

Assets

Up

$47,690

Up $5,097 (+12%) from 2015

Net Assets

Up

$47,690

Up $5,097 (+12%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$194,914

Up $31,187 (+19%) from 2015

Expenses

Up

$189,817

Up $32,484 (+21%) from 2015

Net Income

Down

$5,097

Down $1,297 (-20%) from 2015

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

2016

Assets$47,690
Liabilities$0
Net Assets$47,690

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

2016

Revenue$194,914
Expenses$189,817
Net Income$5,097
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 12, 2017
Return Version
2016v3.0
Gross Receipts
$195,109
Mission and Program Overview

Mission

College social fraternity

Program Services

DescriptionGrantsExpenses
CHAPTER ACTIVITIES: PROMOTION OF EDUCATIONAL, SERVICE, SOCIAL AND CAMPUS RELATED ACTIVITIES.$0$96,068
HOUSING OPERATIONS: MAINTENANCE AND OPERATION OF A FRATERNITY HOUSE FOR THE BENEFIT OF THE MEMBERS:$0$93,749
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELOY VEGAPresidentPT$0--
ANDREW RANSOMVP Of ProgrammingPT$0--
ADAM CLARKEVP Of FinancePT$0--
HUNTER TOCKEYVP Of RecruitmentPT$0--
LOGAN BUCKNERChaplainPT$0--
ROBERT TROUYVP Communications-$0--
CADE WILLINGHAMVP HousePT$0--
JACKSON MCNEILVP 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
Eloy Vega
Title
President
Phone
9012995973
Signed
2017-06-12
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: dividends & interest income . Amount: 867.

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

Description: programming . Amount: 50,445. Description: recruitment . Amount: 728. Description: communications . Amount: 4,164. Description: ec retreat . Amount: 400. Description: ifc fee . Amount: 2,082. Description: national insurance fee . Amount: 9,538. Description: haunted house . Amount: 2,639. Description: security deposits . Amount: 5,950. Description: bank charges . Amount: 108. Description: president . Amount: 2,082. Description: new member registration . Amount: 6,600. Description: philanthropy . Amount: 9,495. Description: investment management fees . Amount: 186. Total to form 990-ez, line 16: 94,417.

Raw XML Appendix149 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/BOYAmt042593
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt047690
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt0195
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt05097
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt042593
IRS990EZ/Form990TotalAssetsGrp/EOYAmt047690
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-195
IRS990EZ/GrossReceiptsAmt0195109
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00309
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0867
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt042593
IRS990EZ/NetAssetsOrFundBalancesEOYAmt047690
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt042593
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt047690
IRS990EZ/OccupancyRentUtltsAndMaintAmt095400
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/PersonNm0ELOY VEGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANDREW RANSOM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ADAM CLARKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HUNTER TOCKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LOGAN BUCKNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ROBERT TROUY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CADE WILLINGHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JACKSON MCNEIL
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/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt094417
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0COLLEGE SOCIAL FRATERNITY
IRS990EZ/ProgramServiceRevenueAmt0194242
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/ProgramServiceExpensesAmt096068
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt193749
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0189817
IRS990EZ/TotalProgramServiceExpensesAmt0189817
IRS990EZ/TotalRevenueAmt0194914
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0SIGEPTNBETA.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDENDS & INTEREST INCOME . AMOUNT: 867.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PROGRAMMING . AMOUNT: 50,445. DESCRIPTION: RECRUITMENT . AMOUNT: 728. DESCRIPTION: COMMUNICATIONS . AMOUNT: 4,164. DESCRIPTION: EC RETREAT . AMOUNT: 400. DESCRIPTION: IFC FEE . AMOUNT: 2,082. DESCRIPTION: NATIONAL INSURANCE FEE . AMOUNT: 9,538. DESCRIPTION: HAUNTED HOUSE . AMOUNT: 2,639. DESCRIPTION: SECURITY DEPOSITS . AMOUNT: 5,950. DESCRIPTION: BANK CHARGES . AMOUNT: 108. DESCRIPTION: PRESIDENT . AMOUNT: 2,082. DESCRIPTION: NEW MEMBER REGISTRATION . AMOUNT: 6,600. DESCRIPTION: PHILANTHROPY . AMOUNT: 9,495. DESCRIPTION: INVESTMENT MANAGEMENT FEES . AMOUNT: 186. TOTAL TO FORM 990-EZ, LINE 16: 94,417.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELOY VEGA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09012995973
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-12
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0EDDDB67F597FCA3EEE04660E7A8B89C2C45D6DB5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C9E3D76AB9405F47122F2D09F22A9C67835A892D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.37.73.250
ReturnHeader/FilingSecurityInformation/IPDt02017-06-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:42:53
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/PreparationDt02017-06-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMANDA E BARNETT CPA
ReturnHeader/ReturnTs02017-06-26T09:27:39-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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