Civic Intelligence

Sigma Phi Epsilon Fraternity Inc

990EZ • Fiscal year 2024 • EIN 23-3038395

Dec 01, 2023 to Nov 30, 2024 • Filed on Apr 16, 2025

200 N 34th StPhiladelphia, PA 19104-2425

(301) 456-3059

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

60th percentile

6.5%

Higher net margin than 60% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Asset Growth

56th percentile

4.2%

Faster asset growth than 56% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-27%

Faster revenue growth than 10% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$101,642

Up $4,104 (+4.2%) from 2023

Net Assets

$101,642

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$63,229

Down $23,975 (-27%) from 2023

Expenses

Down

$59,125

Down $23,616 (-29%) from 2023

Net Income

Down

$4,104

Down $359 (-8.0%) from 2023

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $45,392Liabilities 2011: $02011Assets 2012: $32,352Liabilities 2012: $02012Assets 2013: $41,684Liabilities 2013: $02013Assets 2014: $11,748Liabilities 2014: $02014Assets 2015: $53,840Liabilities 2015: $02015Assets 2016: $0Liabilities 2016: $02016Assets 2018: $72,490Liabilities 2018: $0Net Assets 2018: $72,4902018Assets 2019: $69,606Liabilities 2019: $02019Assets 2020: $80,102Net Assets 2020: $80,1022020Assets 2021: $89,354Liabilities 2021: $02021Assets 2022: $92,263Net Assets 2022: $92,2632022Assets 2023: $97,538Liabilities 2023: $02023Assets 2024: $101,642Net Assets 2024: $101,6422024Assets 2025: $113,705Net Assets 2025: $113,7052025

Highlighted filing

2024

Assets$101,642
Liabilities-
Net Assets$101,642

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $73,277Expenses 2011: $72,108Net Income 2011: $1,1692011Revenue 2012: $85,489Expenses 2012: $86,652Net Income 2012: -$1,1632012Revenue 2013: $94,767Expenses 2013: $85,435Net Income 2013: $9,3322013Revenue 2014: $87,907Expenses 2014: $57,971Net Income 2014: $29,9362014Revenue 2015: $83,018Expenses 2015: $58,662Net Income 2015: $24,3562015Revenue 2016: $28,888Expenses 2016: $28,320Net Income 2016: $5682016Revenue 2018: $31,803Expenses 2018: $21,784Net Income 2018: $10,0192018Revenue 2019: $16,061Expenses 2019: $18,945Net Income 2019: -$2,8842019Revenue 2020: $27,301Expenses 2020: $16,806Net Income 2020: $10,4952020Revenue 2021: $34,366Expenses 2021: $27,794Net Income 2021: $6,5722021Revenue 2022: $34,427Expenses 2022: $30,371Net Income 2022: $4,0562022Revenue 2023: $87,204Expenses 2023: $82,741Net Income 2023: $4,4632023Revenue 2024: $63,229Expenses 2024: $59,125Net Income 2024: $4,1042024Revenue 2025: $66,706Expenses 2025: $57,980Net Income 2025: $8,7262025

Highlighted filing

2024

Revenue$63,229
Expenses$59,125
Net Income$4,104
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Apr 16, 2025
Return Version
2023v6.0
Gross Receipts
$63,229
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
St. Baldricks Foundation Event - Annual event raising over $40,000 for research treating childhood cancer.$0$0
Drexel Mental Health Event - Working with the Drexel University Counseling Center to provide mental health resources and raise awareness.$0$0
Sexual Exploration and Comfort in Restorative Educational Training - Hosting event to discuss sexual wellness and health and discuss current climate surrounding sexual assault and what students can do to prevent it.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jacob DonchezPresidentPT$0--
William PerryVice President Of FinancePT$0--
Brian JohnsonAlumni Board Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Sigma Phi Epsilon Fraternity Inc
EIN
23-3038395
In Care Of
% William Perry
Address
200 N 34TH ST, PHILADELPHIA, PA 19104-2425

Signing Officer

Name
William Perry
Title
Vice President of Finance
Signed
2025-04-16
Supplemental Narrative

Additional Explanations

Part I, General

| Explanation:| We hold equity investments for the long term.

Part III, General

| Explanation:| We impress our members with the true significance of fraternal relationships and strengthen our ideals and principles of Virtue Diligence and Brotherly Love.

Raw XML Appendix116 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt059125
IRS990EZ/BooksInCareOfDetail/PersonNm0William Perry
IRS990EZ/BooksInCareOfDetail/PhoneNum03014563059
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0200 N 34TH ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Philadelphia
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0191042425
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt097538
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0101642
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04104
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt097538
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0101642
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt063229
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum00309
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0714
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt062515
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt097538
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0101642
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt097538
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0101642
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jacob Donchez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1William Perry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Brian Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President of Finance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Alumni Board Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0St. Baldricks Foundation Event - Annual event raising over $40,000 for research treating childhood cancer.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Drexel Mental Health Event - Working with the Drexel University Counseling Center to provide mental health resources and raise awareness.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Sexual Exploration and Comfort in Restorative Educational Training - Hosting event to discuss sexual wellness and health and discuss current climate surrounding sexual assault and what students can do to prevent it.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059125
IRS990EZ/TotalRevenueAmt063229
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0Social Club
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Explanation:| We hold equity investments for the long term.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Explanation:| We impress our members with the true significance of fraternal relationships and strengthen our ideals and principles of Virtue Diligence and Brotherly Love.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, General
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part III, General
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0William Perry
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President of Finance
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA PHI EPSILON FRATERNITY INC
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0233038395
ReturnHeader/Filer/ForeignPhoneNum03014563059
ReturnHeader/Filer/InCareOfNm0% William Perry
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 N 34TH ST
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0191042425
ReturnHeader/ReturnTs02025-04-15T17:04:28-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.14$1.14$0.67$0.58$0.09
2024Detailed filing. Detailed filing data is available for this year.$1.02$1.02$0.63$0.59$0.04
2023Summary only. Only limited summary data is available for this year.$0.98$0.00$0.87$0.83$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.92$0.34$0.30$0.04
2021Summary only. Only limited summary data is available for this year.$0.89$0.00$0.34$0.28$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.80$0.27$0.17$0.10
2019Summary only. Only limited summary data is available for this year.$0.70$0.00$0.16$0.19$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.72$0.32$0.22$0.10
2016Summary only. Only limited summary data is available for this year.$0.00$0.00$0.29$0.28$0.01
2015Summary only. Only limited summary data is available for this year.$0.54$0.00$0.83$0.59$0.24
2014Summary only. Only limited summary data is available for this year.$0.12$0.00$0.88$0.58$0.30
2013Summary only. Only limited summary data is available for this year.$0.42$0.00$0.95$0.85$0.09
2012Summary only. Only limited summary data is available for this year.$0.32$0.00$0.85$0.87$0.01
2011Summary only. Only limited summary data is available for this year.$0.45$0.00$0.73$0.72$0.01