Civic Intelligence

Sigma Phi Epsilon Fraternity Inc Tn Beta

990EZ • Fiscal year 2018 • EIN 20-0368188

Jan 01, 2018 to Dec 31, 2018 • Filed on May 11, 2019

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.

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

Liabilities / Revenue

54th percentile

0.00x

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

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

Net Margin

24th percentile

-7.4%

Higher net margin than 24% 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

11th percentile

-26%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

11th percentile

-26%

Faster revenue growth than 11% of similar nonprofits.

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

Assets

Down

$32,162

Down $15,528 (-33%) from 2016

Net Assets

Down

$32,162

Down $15,528 (-33%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$153,743

Down $41,171 (-21%) from 2016

Expenses

Down

$165,044

Down $24,773 (-13%) from 2016

Net Income

Down

-$11,301

Down $16,398 (-322%) from 2016

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 2018: $32,162Liabilities 2018: $0Net Assets 2018: $32,1622018Assets 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

2018

Assets$32,162
Liabilities$0
Net Assets$32,162

Operations Trend

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

$200K$100K$0-$100KRevenue 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 2018: $153,743Expenses 2018: $165,044Net Income 2018: -$11,3012018Revenue 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

2018

Revenue$153,743
Expenses$165,044
Net Income-$11,301
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 11, 2019
Return Version
2018v3.1
Gross Receipts
$153,743
Mission and Program Overview

Mission

College social fraternity

Program Services

DescriptionGrantsExpenses
HOUSING OPERATIONS: MAINTENANCE AND OPERATION OF A FRATERNITY HOUSE FOR THE BENEFIT OF THE MEMBERS:$0$88,185
CHAPTER ACTIVITIES: PROMOTION OF EDUCATIONAL, SERVICE, SOCIAL AND CAMPUS RELATED ACTIVITIES.$0$75,608
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN QUACHPresidentPT$0--
DALTON GARRETTVP Of ProgrammingPT$0--
PATRICK ROSEVP Of FinancePT$0--
HUNTER TOCKEYVP Of Member DevelopmentPT$0--
KHALID AL-AHMADChaplain-$0--
RILEY POPEVP CommunicationsPT$0--
JOSEPH LICHTERMANVP HousePT$0--
ETHAN SCOTTVP Of RecruitmentPT$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
Patrick Rose
Title
VP of Finance
Phone
9012995973
Signed
2019-05-11
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

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

Description: dividends & interest income. Amount: 1,553. Description: realized gains (losses) on investme. Amount: 16. Total included on form 990-ez, line 4: 1,569.

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

Description: programming. Amount: 21,717. Description: recruitment. Amount: 1,651. Description: communications. Amount: 1,735. Description: haunted house. Amount: 13,377. Description: security deposits. Amount: 700. Description: bank charges. Amount: 60. Description: president. Amount: 26. Description: new member registration. Amount: 1,401. Description: investment management fees. Amount: 232. Description: founders day. Amount: 2,422. Description: other expenses. Amount: 32,578. Description: investment deposit. Amount: 960. Total to form 990-ez, line 16: 76,859.

Raw XML Appendix146 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/BusinessNameLine1Txt0PATRICK ROSE
IRS990EZ/BooksInCareOfDetail/PhoneNum09013245550
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03586 MIDLAND AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MEMPHIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd038111
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043463
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032162
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-11301
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043463
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032162
IRS990EZ/GrossReceiptsAmt0153743
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01569
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043463
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032162
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043463
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032162
IRS990EZ/OccupancyRentUtltsAndMaintAmt088185
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt17.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
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/PersonNm0STEVEN QUACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DALTON GARRETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PATRICK ROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HUNTER TOCKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KHALID AL-AHMAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RILEY POPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOSEPH LICHTERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ETHAN SCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP OF PROGRAMMING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP OF FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF MEMBER DEVELOPMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CHAPLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP HOUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP OF RECRUITMENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt076859
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0COLLEGE SOCIAL FRATERNITY
IRS990EZ/ProgramServiceRevenueAmt0152174
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/ProgramServiceExpensesAmt075608
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt188185
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0165044
IRS990EZ/TotalProgramServiceExpensesAmt0163793
IRS990EZ/TotalRevenueAmt0153743
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0SIGEPTNBETA.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDENDS & INTEREST INCOME. AMOUNT: 1,553. DESCRIPTION: REALIZED GAINS (LOSSES) ON INVESTME. AMOUNT: 16. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 1,569.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PROGRAMMING. AMOUNT: 21,717. DESCRIPTION: RECRUITMENT. AMOUNT: 1,651. DESCRIPTION: COMMUNICATIONS. AMOUNT: 1,735. DESCRIPTION: HAUNTED HOUSE. AMOUNT: 13,377. DESCRIPTION: SECURITY DEPOSITS. AMOUNT: 700. DESCRIPTION: BANK CHARGES. AMOUNT: 60. DESCRIPTION: PRESIDENT. AMOUNT: 26. DESCRIPTION: NEW MEMBER REGISTRATION. AMOUNT: 1,401. DESCRIPTION: INVESTMENT MANAGEMENT FEES. AMOUNT: 232. DESCRIPTION: FOUNDERS DAY. AMOUNT: 2,422. DESCRIPTION: OTHER EXPENSES. AMOUNT: 32,578. DESCRIPTION: INVESTMENT DEPOSIT. AMOUNT: 960. TOTAL TO FORM 990-EZ, LINE 16: 76,859.
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK ROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum09012995973
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-11
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/AtSubmissionCreationDeviceId04CDA8FA0E0F8857537D1C4E5A13C4274A9635056
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04CDA8FA0E0F8857537D1C4E5A13C4274A9635056
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.37.73.250
ReturnHeader/FilingSecurityInformation/IPDt02019-05-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:28:13
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/PreparationDt02019-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J KEITH FULFER CPA
ReturnHeader/ReturnTs02019-05-15T10:26:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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
2018Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$1.54$1.65$0.11
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