Civic Intelligence

Sigma Phi Epsilon Fraternity Inc

990EZ • Fiscal year 2016 • EIN 22-2485694

Jun 01, 2015 to May 31, 2016 • Filed on Aug 23, 2016

2 Strafford AvenueDurham, NH 03824

(781) 460-8750

Siviq Scores

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

Liabilities / Assets

85th percentile

0.32x

Higher debt load relative to assets than 85% of similar nonprofits.

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

Liabilities / Revenue

81st percentile

0.21x

Higher debt load relative to revenue than 81% of similar nonprofits.

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

Net Margin

48th percentile

2.5%

Higher net margin than 48% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Assets

$49,172

No earlier filing loaded for comparison.

Net Assets

$33,613

No earlier filing loaded for comparison.

Liabilities

$15,559

No earlier filing loaded for comparison.

Revenue

$75,344

No earlier filing loaded for comparison.

Expenses

$73,488

No earlier filing loaded for comparison.

Net Income

$1,856

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2016: $49,172Liabilities 2016: $15,559Net Assets 2016: $33,6132016Assets 2017: $40,187Liabilities 2017: $0Net Assets 2017: $40,1872017Assets 2018: $32,934Liabilities 2018: $0Net Assets 2018: $10,9172018

Highlighted filing

2016

Assets$49,172
Liabilities$15,559
Net Assets$33,613

Operations Trend

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

$100K$50K$0-$50KRevenue 2016: $75,344Expenses 2016: $73,488Net Income 2016: $1,8562016Revenue 2017: $86,655Expenses 2017: $80,081Net Income 2017: $6,5742017Revenue 2018: $65,816Expenses 2018: $79,475Net Income 2018: -$13,6592018

Highlighted filing

2016

Revenue$75,344
Expenses$73,488
Net Income$1,856
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Aug 23, 2016
Return Version
2015v2.1
Gross Receipts
$75,344
Mission and Program Overview

Mission

To conduct philanthropic events to better ourselves and the community around us To encourage continuous academic personal and professional growth To facilitate leadership events

To conduct philanthropic events to better ourselves and the community around us. To encourage continuous academic, personal, and professional growth. To facilitate leadership events.

Program Services

DescriptionGrantsExpenses
PROGRAMMING - OUR PURPOSE AS A PHILANTHROPIC FRATERNITY IS TO CONDUCT EVENTS THAT BETTER OURSELVES AND THE COMMUNITY AROUND US. THIS YEAR WE PARTNERED WITH BIG BROTHERS BIG SISTERS AND ACTED AS ROLE MODELS TO CHILDREN IN NEED.-$12,260
RECRUITMENT - AS A FRATERNITY, WE BELIEVE OUR STRONGEST ASSETS ARE OUR MEMBERS. WE BELIEVE THAT INVESTING IN RECRUITMENT TECHNIQUES AND EVENTS WILL PROVIDE US WITH VALUABLE INDIVIDUALS THAT LIVE THEIR LIVES THROUGH OUR CARDINAL PRINCIPLES OF VIRTUE, DILIGENCE, AND BROTHERLY LOVE.-$8,494
MEMBERSHIP DEVELOPMENT - WE STRIVE TO PROVIDE LEADERSHIP CONTINUUM FOR OUR MEMBERS TO PREPARE THEM FOR LIFE AFTER COLLEGE. OUR FRATERNITY SUBSIDIZES VARIOUS LEADERSHIP EVENTS FOR OUR MEMBERS IN ORDER TO ENHANCE THEIR LEADERSHIP QUALITIES.-$6,403
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL MARTINVice President Of FinancePT$0--
NICHOLAS SAVOIAPresidentPT$0--
WALTER RAMOSChaplainPT$0--
JAKE MCLINDENVice President Membership DevelopmentPT$0--
TANNER WHEELERVice President Of CommunicationsPT$0--
CONNER MARIENVice President Of ProgrammingPT$0--
MICHAEL ELLISONVice President Of RecruitmentPT$0--
Filing and Contact Details

Filer

Filer Name
Sigma Phi Epsilon Fraternity Inc
EIN
22-2485694
Phone
7814608750
Address
2 STRAFFORD AVENUE, DURHAM, NH 03824

Signing Officer

Name
Michael Martin
Title
VP of Finance
Phone
7814608750
Signed
2016-08-23

Preparer

Firm
Bernard Johnson & Company Pc
Address
15 MAIN STREET, TOPSFIELD, MA 01983
Preparer
Timothy F Hagan CPA
Phone
9788872220
Supplemental Narrative

Additional Explanations

Other

Part i, line 20 other net asset adjustment of $7,712 was the correction of a prior year understatement of cash balances.

Form 990EZ, Part I, Line 16

CHARTER BANQUET 510.

Form 990EZ, Part I, Line 16

FRATERNITY PINS 1218.

Form 990EZ, Part I, Line 16

CHAPTER COMPOSITE 2392.

Form 990EZ, Part I, Line 16

WEBSITE 1441.

Form 990EZ, Part I, Line 16

Investment management fees 115.

Form 990EZ, Part I, Line 16

National headquarters fees 22715.

Form 990EZ, Part I, Line 16

Inter-fraternal counsel fees 2535.

Form 990EZ, Part I, Line 16

Leadership continuum 6403.

Form 990EZ, Part I, Line 16

BROTHER BONDING 3215.

Form 990EZ, Part I, Line 16

PHILANTHROPY 2493.

Form 990EZ, Part I, Line 16

RECRUITMENT 8494.

Form 990EZ, Part I, Line 16

Chapter programming 6552.

Form 990EZ, Part I, Line 16

GRADUATION BANQUET 1805.

Form 990EZ, Part I, Line 16

CHURCH RENTAL FEES 220.

Form 990EZ, Part I, Line 20

Prior period adjustment 7712.

Form 990EZ, Part II, Line 24

Chapter investment fund 13199. 14181.

Form 990EZ, Part II, Line 26

Escrow - security deposits 0. 15559.

Raw XML Appendix159 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DURHAM
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NICHOLAS SAVOIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WALTER RAMOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAKE MCLINDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TANNER WHEELER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CONNER MARIEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MICHAEL ELLISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDENT OF FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CHAPLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT MEMBERSHIP DEVELOPMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT OF COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDENT OF PROGRAMMING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDENT OF RECRUITMENT
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IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt014181
IRS990EZ/OtherChangesInNetAssetsAmt07712
IRS990EZ/OtherExpensesTotalAmt060108
IRS990EZ/PrimaryExemptPurposeTxt0TO CONDUCT PHILANTHROPIC EVENTS TO BETTER OURSELVES AND THE COMMUNITY AROUND US. TO ENCOURAGE CONTINUOUS ACADEMIC, PERSONAL, AND PROFESSIONAL GROWTH. TO FACILITATE LEADERSHIP EVENTS.
IRS990EZ/ProgramServiceRevenueAmt05328
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEMBERSHIP DEVELOPMENT - WE STRIVE TO PROVIDE LEADERSHIP CONTINUUM FOR OUR MEMBERS TO PREPARE THEM FOR LIFE AFTER COLLEGE. OUR FRATERNITY SUBSIDIZES VARIOUS LEADERSHIP EVENTS FOR OUR MEMBERS IN ORDER TO ENHANCE THEIR LEADERSHIP QUALITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROGRAMMING - OUR PURPOSE AS A PHILANTHROPIC FRATERNITY IS TO CONDUCT EVENTS THAT BETTER OURSELVES AND THE COMMUNITY AROUND US. THIS YEAR WE PARTNERED WITH BIG BROTHERS BIG SISTERS AND ACTED AS ROLE MODELS TO CHILDREN IN NEED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2RECRUITMENT - AS A FRATERNITY, WE BELIEVE OUR STRONGEST ASSETS ARE OUR MEMBERS. WE BELIEVE THAT INVESTING IN RECRUITMENT TECHNIQUES AND EVENTS WILL PROVIDE US WITH VALUABLE INDIVIDUALS THAT LIVE THEIR LIVES THROUGH OUR CARDINAL PRINCIPLES OF VIRTUE, DILIGENCE, AND BROTHERLY LOVE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06403
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112260
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt28494
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt021
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt015559
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/WebsiteAddressTxt0WWW.unhsigep.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PART I, LINE 20 OTHER NET ASSET ADJUSTMENT OF $7,712 WAS THE CORRECTION OF A PRIOR YEAR UNDERSTATEMENT OF CASH BALANCES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHARTER BANQUET 510.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FRATERNITY PINS 1218.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHAPTER COMPOSITE 2392.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WEBSITE 1441.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INVESTMENT MANAGEMENT FEES 115.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NATIONAL HEADQUARTERS FEES 22715.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INTER-FRATERNAL COUNSEL FEES 2535.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8LEADERSHIP CONTINUUM 6403.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BROTHER BONDING 3215.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PHILANTHROPY 2493.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11RECRUITMENT 8494.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12CHAPTER PROGRAMMING 6552.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13GRADUATION BANQUET 1805.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14CHURCH RENTAL FEES 220.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15PRIOR PERIOD ADJUSTMENT 7712.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16CHAPTER INVESTMENT FUND 13199. 14181.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17ESCROW - SECURITY DEPOSITS 0. 15559.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum07814608750
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA PHI EPSILON FRATERNITY INC
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0222485694
ReturnHeader/Filer/PhoneNum07814608750
ReturnHeader/Filer/USAddress/AddressLine1Txt02 STRAFFORD AVENUE
ReturnHeader/Filer/USAddress/CityNm0DURHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd003824
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERNARD JOHNSON & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TOPSFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001983
ReturnHeader/PreparerPersonGrp/PhoneNum09788872220
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY F HAGAN CPA
ReturnHeader/ReturnTs02016-09-07T07:29:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

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Filings