Civic Intelligence

Sigma Chi Fraternity

990EZ • Fiscal year 2020 • EIN 23-7112808

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

P O Box 851597Mobile, AL 36685-1597

(251) 454-3190

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

61st percentile

8.1%

Higher net margin than 61% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

90th percentile

57%

Faster asset growth than 90% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

21st percentile

-43%

Faster revenue growth than 21% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$12,680

Up $4,602 (+57%) from 2019

Net Assets

Up

$12,680

Up $4,602 (+57%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$57,020

Down $43,349 (-43%) from 2019

Expenses

Down

$52,417

Down $45,670 (-47%) from 2019

Net Income

Up

$4,603

Up $2,321 (+102%) from 2019

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $11,129Net Assets 2011: $11,1292011Assets 2012: $4,186Net Assets 2012: $4,1862012Assets 2013: $4,792Liabilities 2013: $0Net Assets 2013: $4,7922013Assets 2014: $5,737Net Assets 2014: $5,7372014Assets 2015: $6,198Net Assets 2015: $6,1982015Assets 2016: $8,983Net Assets 2016: $8,9832016Assets 2017: $9,688Net Assets 2017: $9,6882017Assets 2018: $5,796Net Assets 2018: $5,7962018Assets 2019: $8,078Net Assets 2019: $8,0782019Assets 2020: $12,680Net Assets 2020: $12,6802020Assets 2021: $23,507Net Assets 2021: $23,5072021Assets 2022: $22,940Liabilities 2022: $0Net Assets 2022: $22,9402022Assets 2023: $27,018Net Assets 2023: $27,0182023Assets 2024: $71,818Net Assets 2024: $71,8182024

Highlighted filing

2020

Assets$12,680
Liabilities-
Net Assets$12,680

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $73,456Expenses 2011: $73,226Net Income 2011: $2302011Revenue 2012: $60,366Expenses 2012: $67,308Net Income 2012: -$6,9422012Revenue 2013: $66,140Expenses 2013: $65,534Net Income 2013: $6062013Revenue 2014: $77,355Expenses 2014: $76,410Net Income 2014: $9452014Revenue 2015: $76,649Expenses 2015: $76,188Net Income 2015: $4612015Revenue 2016: $86,141Expenses 2016: $83,354Net Income 2016: $2,7872016Revenue 2017: $102,030Expenses 2017: $101,324Net Income 2017: $7062017Revenue 2018: $94,427Expenses 2018: $98,318Net Income 2018: -$3,8912018Revenue 2019: $100,369Expenses 2019: $98,087Net Income 2019: $2,2822019Revenue 2020: $57,020Expenses 2020: $52,417Net Income 2020: $4,6032020Revenue 2021: $85,438Expenses 2021: $74,611Net Income 2021: $10,8272021Revenue 2022: $79,950Expenses 2022: $80,517Net Income 2022: -$5672022Revenue 2023: $106,324Expenses 2023: $102,246Net Income 2023: $4,0782023Revenue 2024: $137,614Expenses 2024: $92,813Net Income 2024: $44,8012024

Highlighted filing

2020

Revenue$57,020
Expenses$52,417
Net Income$4,603
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.0
Gross Receipts
$57,020
Mission and Program Overview

Mission

SOCIAL FRATERNITY

Program Services

DescriptionGrantsExpenses
HOUSE MANAGEMENT - PROVIDED MEALS AND HOUSING FOR MEMBERS OF UNDERGRADUATE CHAPTER OF NATIONAL COLLEGIATE SOCIAL FRATERNITY.--
CHAPTER ACTIVITIES - PROVIDED CHAPTER PROGRAMMING FOR UNDERGRADUATE CHAPTER OF NATIONAL COLLEGIATE SOCIAL FRATERNITY.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CONNOR BRADFORDPresident-$0--
CONNOR HARTERYVice Preside-$0--
TANNER DAVISTreasurer-$0--
KOREY SHIVELYSecretary-$0--
COLE OBERSTPledge Educa-$0--
COLE OBERSTScholarship-$0--
JACKSON FLOWERSRush Chairma-$0--
KEN KVALHEIMAdvisor-$0--
Filing and Contact Details

Filer

Filer Name
Sigma Chi Fraternity
EIN
23-7112808
Phone
2514543190
Address
P O BOX 851597, MOBILE, AL 36685-1597

Signing Officer

Name
Ken Kvalheim
Title
Advisor
Phone
2514543190
Signed
2021-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Mcnorton Ishee & Jones Pc
Address
3662 DAUPHIN ST STE E, MOBILE, AL 36608
Preparer
William H Ishee
Phone
2513163636
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses bank fees 1,565 composite picture 1,750 national fees 17,002 social 7,060 university fees 1,016 recruitment 216 total 28,609

Raw XML Appendix124 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0CONNOR BRADFORD
CompensationExplanation/CompensationExplanationGrp/PersonNm1CONNOR HARTERY
CompensationExplanation/CompensationExplanationGrp/PersonNm2TANNER DAVIS
CompensationExplanation/CompensationExplanationGrp/PersonNm3KOREY SHIVELY
CompensationExplanation/CompensationExplanationGrp/PersonNm4COLE OBERST
CompensationExplanation/CompensationExplanationGrp/PersonNm5COLE OBERST
CompensationExplanation/CompensationExplanationGrp/PersonNm6JACKSON FLOWERS
CompensationExplanation/CompensationExplanationGrp/PersonNm7KEN KVALHEIM
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KEN KVALHEIM
IRS990EZ/BooksInCareOfDetail/PhoneNum02513440193
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 851597
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MOBILE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0366851597
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08077
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012680
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt057020
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04603
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07924
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08077
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012680
IRS990EZ/GrossReceiptsAmt057020
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00008
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt017002
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08077
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012680
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08077
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012680
IRS990EZ/OccupancyRentUtltsAndMaintAmt012804
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
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/PersonNm0CONNOR BRADFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CONNOR HARTERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TANNER DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KOREY SHIVELY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4COLE OBERST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5COLE OBERST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JACKSON FLOWERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KEN KVALHEIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PLEDGE EDUCA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SCHOLARSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6RUSH CHAIRMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7ADVISOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt028609
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SOCIAL FRATERNITY
IRS990EZ/PrintingPublicationsPostageAmt03080
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HOUSE MANAGEMENT - PROVIDED MEALS AND HOUSING FOR MEMBERS OF UNDERGRADUATE CHAPTER OF NATIONAL COLLEGIATE SOCIAL FRATERNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CHAPTER ACTIVITIES - PROVIDED CHAPTER PROGRAMMING FOR UNDERGRADUATE CHAPTER OF NATIONAL COLLEGIATE SOCIAL FRATERNITY.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052417
IRS990EZ/TotalRevenueAmt057020
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 1,565 COMPOSITE PICTURE 1,750 NATIONAL FEES 17,002 SOCIAL 7,060 UNIVERSITY FEES 1,016 RECRUITMENT 216 TOTAL 28,609
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEN KVALHEIM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADVISOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02514543190
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA CHI FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0UNIVERSITY OF SOUTH ALABAMA
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0237112808
ReturnHeader/Filer/PhoneNum02514543190
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 851597
ReturnHeader/Filer/USAddress/CityNm0MOBILE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0366851597
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274326984
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCNORTON ISHEE & JONES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03662 DAUPHIN ST STE E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOBILE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036608
ReturnHeader/PreparerPersonGrp/PhoneNum02513163636
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM H ISHEE
ReturnHeader/ReturnTs02021-11-12T13:00:24-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KVALHEIM
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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.$0.72$0.72$1.38$0.93$0.45
2023Detailed filing. Detailed filing data is available for this year.$0.27$0.27$1.06$1.02$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.80$0.81$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.85$0.75$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.57$0.52$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.08$0.08$1.00$0.98$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.94$0.98$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.10$0.10$1.02$1.01$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.09$0.09$0.86$0.83$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.77$0.76$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.77$0.76$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.66$0.66$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.04$0.60$0.67$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.11$0.73$0.73$0.00