Civic Intelligence

Sigma Phi Epsilon Fraternity Inc

990EZ • Fiscal year 2017 • EIN 22-2485694

Jun 01, 2016 to May 31, 2017 • Filed on Jul 06, 2017

2 Strafford AveDurham, NH 03824

(603) 986-4554

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.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

53rd percentile

0.00x

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

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Net Margin

63rd percentile

7.6%

Higher net margin than 63% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Asset Growth

14th percentile

-18%

Faster asset growth than 14% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

77th percentile

15%

Faster revenue growth than 77% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$40,187

Down $8,985 (-18%) from 2016

Net Assets

Up

$40,187

Up $6,574 (+20%) from 2016

Liabilities

Down

$0

Down $15,559 (-100%) from 2016

Revenue

Up

$86,655

Up $11,311 (+15%) from 2016

Expenses

Up

$80,081

Up $6,593 (+9.0%) from 2016

Net Income

Up

$6,574

Up $4,718 (+254%) 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 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

2017

Assets$40,187
Liabilities$0
Net Assets$40,187

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

2017

Revenue$86,655
Expenses$80,081
Net Income$6,574
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Jul 6, 2017
Return Version
2016v3.0
Gross Receipts
$86,655
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

Our revenues are almost entirely made up of brother dues and alumni donations - all used to help us run an organization used to become better men and leaders. The organization makes no money - saves a little at times to help build to a brighter future - and has no product or service for sale. Our exempt purpose is to utilize the full value our of college members dues so to most help better ourselves and the community around us.

Program Services

DescriptionGrantsExpenses
Recruitment - As a fraternity, we believe our strongest assets are our members. We believe the investing in various recruitment techniques will provide us with valuable individuals to live their lives through our cardinal principals of virtue, diligence, and brotherly love.$0$12,768
Programming - Our purpose as a philanthropic fraternity is to better ourselves and the community around us. We partner with Big Brothers Big Sisters and Saint Baldrick's Foundation to provide role models to the children of our community and raise money for childhood cancer research.$0$12,732
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.$0$4,001
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael EllisonPresidentPT$0--
Tanner WheelerVice President Of FinancePT$0--
Christopher LibertaVice President Of Member DevelopmentPT$0--
Andrew GrondinVice President Of ProgrammingPT$0--
Michael RussellVice President Of CommunicationsPT$0--
Anthony BolashVice President Of RecruitmentPT$0--
Liam MartensChaplainPT$0--
Filing and Contact Details

Filer

Filer Name
Sigma Phi Epsilon Fraternity Inc
EIN
22-2485694
Phone
6039864554
Address
2 Strafford Ave, Durham, NH 03824

Signing Officer

Name
Tanner Wheeler
Title
Vice President of Finance
Phone
6039864554
Signed
2017-07-06
Discuss with paid preparer
Yes

Preparer

Preparer
Tanner Wheeler
Phone
6039864554
Supplemental Narrative

Additional Explanations

Part I, Line 16

This amount represents the amount we spend last fiscal year and was used to run all of our operations from event planning, recruitment, brother events, all other fraternity operations.

Part II, Line 24

Sigma Phi Epsilon nationally manages individual chapter investment funds for educational and housing purposes. This fund is the total of our other assets.

Part II, Line 26

In the past we have considered security deposits in the fraternity house a liability but now have separated our chapter account and house account. Without considering the security deposit liability our chapter account owes no money.

Raw XML Appendix156 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/PersonNm0Tanner Wheeler
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Durham
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd003824
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034991
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IRS990EZ/ContributionsGiftsGrantsEtcAmt06319
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IRS990EZ/GrossReceiptsForPublicUseAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt615
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Michael Ellison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tanner Wheeler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Christopher Liberta
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Andrew Grondin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Michael Russell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Anthony Bolash
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Liam Martens
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President of Finance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President of Member Development
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President of Programming
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President of Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President of Recruitment
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Chaplain
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt014181
IRS990EZ/OtherAssetsTotalDetail/EOYAmt017072
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt080081
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Our revenues are almost entirely made up of brother dues and alumni donations - all used to help us run an organization used to become better men and leaders. The organization makes no money - saves a little at times to help build to a brighter future - and has no product or service for sale. Our exempt purpose is to utilize the full value our of college members dues so to most help better ourselves and the community around us.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
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/DescriptionProgramSrvcAccomTxt1Recruitment - As a fraternity, we believe our strongest assets are our members. We believe the investing in various recruitment techniques will provide us with valuable individuals to live their lives through our cardinal principals of virtue, diligence, and brotherly love.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Programming - Our purpose as a philanthropic fraternity is to better ourselves and the community around us. We partner with Big Brothers Big Sisters and Saint Baldrick's Foundation to provide role models to the children of our community and raise money for childhood cancer research.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04001
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112768
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt212732
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt015559
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt080081
IRS990EZ/TotalProgramServiceExpensesAmt029501
IRS990EZ/TotalRevenueAmt086655
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.unhsigep.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0This amount represents the amount we spend last fiscal year and was used to run all of our operations from event planning, recruitment, brother events, all other fraternity operations.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Sigma Phi Epsilon nationally manages individual chapter investment funds for educational and housing purposes. This fund is the total of our other assets.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2In the past we have considered security deposits in the fraternity house a liability but now have separated our chapter account and house account. Without considering the security deposit liability our chapter account owes no money.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part II, Line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tanner Wheeler
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President of Finance
ReturnHeader/BusinessOfficerGrp/PhoneNum06039864554
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA PHI EPSILON FRATERNITY INC
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0222485694
ReturnHeader/Filer/PhoneNum06039864554
ReturnHeader/Filer/USAddress/AddressLine1Txt02 Strafford Ave
ReturnHeader/Filer/USAddress/CityNm0Durham
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd003824
ReturnHeader/PreparerPersonGrp/PhoneNum06039864554
ReturnHeader/PreparerPersonGrp/PreparationDt02017-07-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tanner Wheeler
ReturnHeader/ReturnTs02017-07-06T09:51:09-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings