Civic Intelligence

Sigma Chi Fraternity

990EZ • Fiscal year 2023 • EIN 23-7112808

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization ProfileN/A
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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

54th percentile

3.8%

Higher net margin than 54% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

78th percentile

18%

Faster asset growth than 78% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

82nd percentile

33%

Faster revenue growth than 82% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$27,018

Up $4,078 (+18%) from 2022

Net Assets

Up

$27,018

Up $4,078 (+18%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin54th percentile

Revenue

Up

$106,324

Up $26,374 (+33%) from 2022

Expenses

Up

$102,246

Up $21,729 (+27%) from 2022

Net Income

Up

$4,078

Up $4,645 (+819%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

2023

Assets$27,018
Liabilities-
Net Assets$27,018
Open 2023 Filing

Operations Trend

Revenue Growth82nd percentile

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

2023

Revenue$106,324
Expenses$102,246
Net Income$4,078
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.0
Gross Receipts
$106,324
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
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIAN CRUZPresident-$0--
TYLER HAMMONDVice Preside-$0--
CALEB MCCULLEYTreasurer-$0--
JOSH BRADSHAWSecretary-$0--
PRICE CONLEYPledge Educa-$0--
JULIAN CRUZScholarship-$0--
JOSHUA KREITZRush 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
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Mcnorton Ishee & Jones Pc
Address
720 EXECUTIVE PARK DRIVE, MOBILE, AL 36606
Preparer
Jacquelin M Jones
Phone
2513163636
Supplemental Narrative

Additional Explanations

Form 990-ez, Page 1, Item C

“ETA EPSILON CHAPTER”

Form 990-ez, Part I, Line 16

“Expenses university fees 3,435 national fees 22,763 bank fees 2,570 social expenses 31,166 composite picture 2,390 recruitment expenses 2,711 philanthropy 3,886 total 68,921”

Form 990-ez, Part III, Line 28

“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”

Raw XML Appendix119 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
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KEN 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/BOYAmt022940
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027018
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0106324
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04078
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07759
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022940
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027018
IRS990EZ/GrossReceiptsAmt0106324
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00008
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt022763
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022940
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027018
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022940
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027018
IRS990EZ/OccupancyRentUtltsAndMaintAmt021943
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/PersonNm0JULIAN CRUZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TYLER HAMMOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CALEB MCCULLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOSH BRADSHAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PRICE CONLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JULIAN CRUZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOSHUA KREITZ
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/OtherExpensesTotalAmt068921
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SOCIAL FRATERNITY
IRS990EZ/PrintingPublicationsPostageAmt03623
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HOUSE 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
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0102246
IRS990EZ/TotalRevenueAmt0106324
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ETA EPSILON CHAPTER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES UNIVERSITY FEES 3,435 NATIONAL FEES 22,763 BANK FEES 2,570 SOCIAL EXPENSES 31,166 COMPOSITE PICTURE 2,390 RECRUITMENT EXPENSES 2,711 PHILANTHROPY 3,886 TOTAL 68,921
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HOUSE 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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PAGE 1, ITEM C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEN KVALHEIM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADVISOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02514543190
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274326984
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCNORTON ISHEE & JONES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0720 EXECUTIVE PARK DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOBILE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036606
ReturnHeader/PreparerPersonGrp/PhoneNum02513163636
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACQUELIN M JONES
ReturnHeader/ReturnTs02024-11-15T12:28:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,018
Liabilities
-
Net assets
$27,018
Revenue
$106,324
Expenses
$102,246
Net income
$4,078
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