Civic Intelligence

Sigma Nu - Theta Chapter Alumni Association

990 • Fiscal year 2013 • EIN 23-7333127

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 14, 2013

361 Summit Boulevard No 21035243
Siviq Scores

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

Liabilities / Assets

82nd percentile

0.69x

Higher debt load relative to assets than 82% of similar nonprofits.

2013 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

35th percentile

-1.8%

Faster asset growth than 35% of similar nonprofits.

2013 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$2,830,249

Down $52,716 (-1.8%) from 2012

Net Assets

Down

$870,228

Down $5,620 (-0.6%) from 2012

Liabilities

Down

$1,960,021

Down $47,096 (-2.3%) from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$264,262

Up $12,118 (+4.8%) from 2012

Net Income

-

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.

$3.0M$2.0M$1.0M$0Assets 2011: $2,923,695Liabilities 2011: $2,051,522Net Assets 2011: $872,1732011Assets 2012: $2,882,965Liabilities 2012: $2,007,117Net Assets 2012: $875,8482012Assets 2013: $2,830,249Liabilities 2013: $1,960,021Net Assets 2013: $870,2282013Assets 2014: $2,927,043Liabilities 2014: $1,909,147Net Assets 2014: $1,017,8962014Assets 2015: $2,882,813Liabilities 2015: $1,855,235Net Assets 2015: $1,027,5782015Assets 2016: $2,771,764Liabilities 2016: $1,733,261Net Assets 2016: $1,038,5032016Assets 2017: $2,748,448Liabilities 2017: $1,687,172Net Assets 2017: $1,061,2762017Assets 2018: $2,718,869Liabilities 2018: $1,642,622Net Assets 2018: $1,076,2472018Assets 2019: $2,704,003Liabilities 2019: $1,586,702Net Assets 2019: $1,117,3012019Assets 2020: $2,700,414Liabilities 2020: $1,568,040Net Assets 2020: $1,132,3742020Assets 2021: $2,694,004Liabilities 2021: $1,537,679Net Assets 2021: $1,156,3252021Assets 2022: $2,570,473Liabilities 2022: $1,480,087Net Assets 2022: $1,090,3862022Assets 2023: $2,587,538Liabilities 2023: $1,419,107Net Assets 2023: $1,168,4312023Assets 2024: $2,338,466Liabilities 2024: $1,354,540Net Assets 2024: $983,9262024Assets 2025: $2,405,961Liabilities 2025: $1,286,474Net Assets 2025: $1,119,4872025

Highlighted filing

2013

Assets$2,830,249
Liabilities$1,960,021
Net Assets$870,228

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $323,0382011Expenses 2012: $252,1442012Expenses 2013: $264,2622013Revenue 2014: $412,923Expenses 2014: $265,255Net Income 2014: $147,6682014Revenue 2015: $278,273Expenses 2015: $268,591Net Income 2015: $9,6822015Revenue 2016: $303,398Expenses 2016: $292,473Net Income 2016: $10,9252016Revenue 2017: $339,606Expenses 2017: $316,833Net Income 2017: $22,7732017Revenue 2018: $266,897Expenses 2018: $251,926Net Income 2018: $14,9712018Revenue 2019: $292,648Expenses 2019: $251,594Net Income 2019: $41,0542019Revenue 2020: $275,198Expenses 2020: $260,125Net Income 2020: $15,0732020Revenue 2021: $289,113Expenses 2021: $265,162Net Income 2021: $23,9512021Revenue 2022: $219,996Expenses 2022: $285,935Net Income 2022: -$65,9392022Revenue 2023: $359,919Expenses 2023: $281,874Net Income 2023: $78,0452023Revenue 2024: $377,664Expenses 2024: $562,169Net Income 2024: -$184,5052024Revenue 2025: $448,923Expenses 2025: $313,362Net Income 2025: $135,5612025

Highlighted filing

2013

Revenue-
Expenses$264,262
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 14, 2013
Return Version
2012v2.1
Gross Receipts
$258,642
Mission and Program Overview

Mission

Provide housing and support for undergraduate chapter of national collegiate social fraternity and provide opportunity for social interaction between the alumni and undergraduate members of this fraternity.

Major Activities

Activity 2
Provide opportunity for social interaction between alumni members and undergraduate members of national collegiate social fraternity. Functions include, but are not limited to, annual alumni gatherings, homecoming and other home football game get togethers, and the hosting of rush parties.
Filing and Contact Details

Filer

EIN
23-7333127
Raw XML Appendix290 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
IRS990/AccountantCompileOrReview00
IRS990/ActivitiesConductedPartnership00
IRS990/Activity2/Description0PROVIDE OPPORTUNITY FOR SOCIAL INTERACTION BETWEEN ALUMNI MEMBERS AND UNDERGRADUATE MEMBERS OF NATIONAL COLLEGIATE SOCIAL FRATERNITY. FUNCTIONS INCLUDE, BUT ARE NOT LIMITED TO, ANNUAL ALUMNI GATHERINGS, HOMECOMING AND OTHER HOME FOOTBALL GAME GET TOGETHERS, AND THE HOSTING OF RUSH PARTIES.
IRS990/ActivityOrMissionDescription0ALUMNI CHAPTER OF SOCIAL FRATERNITY
IRS990/AddressPrincipalOfficerUS/AddressLine10361 SUMMIT BOULEVARD SUITE 210
IRS990/AddressPrincipalOfficerUS/City0BIRMINGHAM
IRS990/AddressPrincipalOfficerUS/State0AL
IRS990/AddressPrincipalOfficerUS/ZIPCode035243
IRS990/AllOtherContributions07165
IRS990/AllOtherExpenses/Total0100
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
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IRS990/CapStckTrstPrinCurrentFunds/EOY00
IRS990/ChangesToOrganizingDocs00
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IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ComplianceWithBackupWitholding01
IRS990/ConflictOfInterestPolicy00
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IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContributionsGrantsCurrentYear07165
IRS990/ContributionsGrantsPriorYear026675
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IRS990/DecisionsSubjectToApproval00
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IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DepreciationDepletion/Total089925
IRS990/DescribedIn501C300
IRS990/Description0PROVIDE HOUSING AND SUPPORT FOR UNDERGRADUATE CHAPTER OF NATIONAL COLLEGIATE SOCIAL FRATERNITY.
IRS990/DisregardedEntity00
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IRS990/DoNotFollowSFAS1170X
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IRS990/FeesForServicesAccounting/Total07887
IRS990/ForeignActivities00
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IRS990/ForeignOffice00
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IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek33.00
IRS990/Form990PartVIISectionA/NamePerson0BENT OWENS
IRS990/Form990PartVIISectionA/NamePerson1CARL ELLIOTT III
IRS990/Form990PartVIISectionA/NamePerson2BRYAN PAUL
IRS990/Form990PartVIISectionA/NamePerson3LLOYD SHELTON
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/Title0PRESIDENT
IRS990/Form990PartVIISectionA/Title1VICE-PRESIDENT
IRS990/Form990PartVIISectionA/Title2SECRETARY
IRS990/Form990PartVIISectionA/Title3TREASURER
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited00
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IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossReceipts0258642
IRS990/GrossReceiptsAmount00
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InitiationFeesAmount00
IRS990/Insurance/Total021608
IRS990/Interest/Total0114152
IRS990/InvestmentIncomeCurrentYear011477
IRS990/InvestmentIncome/ExclusionAmount011477
IRS990/InvestmentIncomePriorYear013144
IRS990/InvestmentIncome/TotalRevenueColumn011477
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsOtherSecurities/BOY0535405
IRS990/InvestmentsOtherSecurities/EOY0522757
IRS990/LandBldgEquipmentAccumDeprec0876072
IRS990/LandBuildingsEquipmentBasis03120213
IRS990/LandBuildingsEquipmentBasisNet/BOY02293767
IRS990/LandBuildingsEquipmentBasisNet/EOY02244141
IRS990/LoanToOfficerOrDQP00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders01
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0PROVIDE HOUSING AND SUPPORT FOR UNDERGRADUATE CHAPTER OF NATIONAL COLLEGIATE SOCIAL FRATERNITY AND PROVIDE OPPORTUNITY FOR SOCIAL INTERACTION BETWEEN THE ALUMNI AND UNDERGRADUATE MEMBERS OF THIS FRATERNITY.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/MortNotesPyblSecuredInvestProp/BOY01893397
IRS990/MortNotesPyblSecuredInvestProp/EOY01856727
IRS990/NameOfPrincipalOfficerPerson0LLOYD C SHELTON
IRS990/NbrIndependentVotingMembers04
IRS990/NbrVotingGoverningBodyMembers04
IRS990/NbrVotingMembersGoverningBody04
IRS990/NetAssetsOrFundBalancesBOY0875848
IRS990/NetAssetsOrFundBalancesEOY0870228
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109604
IRS990/NumberIndependentVotingMembers04
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficeExpenses/Total0779
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c0X
IRS990/OtherExpensePriorYear0252144
IRS990/OtherExpensesCurrentYear0264262
IRS990/OtherExpenses/Description0ALUMNI FUNCTIONS
IRS990/OtherExpenses/Description1REPAIRS & MAINTENANCE
IRS990/OtherExpenses/Description2CHAPTER SUPPORT
IRS990/OtherExpenses/Description3WEBSITE EXPENSE
IRS990/OtherExpenses/Total012777
IRS990/OtherExpenses/Total112015
IRS990/OtherExpenses/Total23479
IRS990/OtherExpenses/Total31540
IRS990/OtherLiabilities/BOY0113720
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IRS990/OtherRevenueCurrentYear00
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IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/PrepaidExpensesDeferredCharges/BOY010536
IRS990/PrepaidExpensesDeferredCharges/EOY010798
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0531110
IRS990/ProgramServiceRevenueCY0240000
IRS990/ProgramServiceRevenue/Description0RENT FROM CHAPTER
IRS990/ProgramServiceRevenuePriorYear0216000
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome0240000
IRS990/ProgramServiceRevenue/TotalRevenueColumn0240000
IRS990/ProhibitedTaxShelterTrans00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses0-5620
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IRS990/RelatedOrgControlledEntity00
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IRS990/RetainedEarningsEndowmentEtc/BOY0875848
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IRS990/RevenuesLessExpensesCY0-5620
IRS990/RevenuesLessExpensesPriorYear03675
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990/SavingsAndTempCashInvestments/BOY043257
IRS990/SavingsAndTempCashInvestments/EOY052553
IRS990/ScheduleBRequired00
IRS990ScheduleD/Buildings/BookValue02162458
IRS990ScheduleD/Buildings/Depreciation0469542
IRS990ScheduleD/Buildings/OtherCostOrOtherBasis02632000
IRS990ScheduleD/Equipment/BookValue041498
IRS990ScheduleD/Equipment/Depreciation0150861
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis0192359
IRS990ScheduleD/OtherLandBuildings/BookValue040185
IRS990ScheduleD/OtherLandBuildings/Depreciation0255669
IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis0295854
IRS990ScheduleD/OtherLiabilities/Amount0103294
IRS990ScheduleD/OtherLiabilities/Description0LINE OF CREDIT - BRYANT BANK
IRS990ScheduleD/OtherSecurities/BookValue0522757
IRS990ScheduleD/OtherSecurities/Description0UA-RENOVATION FUND
IRS990ScheduleD/OtherSecurities/MethodOfValuation0C
IRS990ScheduleD/TotalOfAmounts0103294
IRS990ScheduleD/TotalOfBookValueLandBuildings02244141
IRS990ScheduleD/TotalOfBookValueSecurities0522757
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0ALL MEMBERS OF THE FRATERNITY WHO GRADUATE IN GOOD STANDING ARE ELIGIBLE TO PARTICIPATE IN THE ACTIVITIES AND GOVERNANCE OF THE ORGANIZATION.
IRS990ScheduleO/GeneralExplanation/Explanation1A DRAFT OF THE 990 IS PROVIDED TO THE ORGANIZATION FOR REVIEW BEFORE FILING.
IRS990ScheduleO/GeneralExplanation/Explanation2DOCUMENTS ARE NOT GENERALLY MADE AVAILABLE TO THE PUBLIC, BUT MAY BE PROVIDED UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 19
IRS990/ScheduleORequired01
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IRS990/TheBooksAreInCareOf/AddressUS/State0AL
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode035243
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10LLOYD SHELTON
IRS990/TheBooksAreInCareOf/TelephoneNumber02059709080
IRS990/TotalAssets/BOY02882965
IRS990/TotalAssetsBOY02882965
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IRS990/TotalCompGT150K00
IRS990/TotalContributions07165
IRS990/TotalExpensesCurrentYear0264262
IRS990/TotalExpensesPriorYear0252144
IRS990/TotalFunctionalExpenses/Total0264262
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY02007117
IRS990/TotalLiabilitiesBOY02007117
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IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers025
IRS990/TotalNetAssetsFundBalances/BOY0875848
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IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
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IRS990/TotalRevenue/TotalRevenueColumn0258642
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IRS990/TypeOfOrganizationAssociation0X
IRS990/UnrelatedBusinessIncome00
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01964
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0237333127
ReturnHeader/Filer/Name/BusinessNameLine10SIGMA NU - THETA CHAPTER ALUMNI ASSOCIATION
ReturnHeader/Filer/NameControl0SIGM
ReturnHeader/Filer/Phone02059709080
ReturnHeader/Filer/USAddress/AddressLine10361 SUMMIT BOULEVARD NO 210
ReturnHeader/Filer/USAddress/City0BIRMINGHAM
ReturnHeader/Filer/USAddress/State0AL
ReturnHeader/Filer/USAddress/ZIPCode035243
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-11-14
ReturnHeader/Officer/Name0LLOYD C SHELTON
ReturnHeader/Officer/Phone02059709080
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02013-11-14
ReturnHeader/PreparerFirm/EIN0630795199
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10LOVOYSUMMERVILLE & SHELTON LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10361 SUMMIT BOULEVARD SUITE 210
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BIRMINGHAM
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0AL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode035243
ReturnHeader/Preparer/Name0SUSAN R WALLER
ReturnHeader/Preparer/Phone02059709080
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-14T13:54:13-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.41$1.29$1.12$0.45$0.31$0.14
2024Detailed filing. Detailed filing data is available for this year.$2.34$1.35$0.98$0.38$0.56$0.18
2023Detailed filing. Detailed filing data is available for this year.$2.59$1.42$1.17$0.36$0.28$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.57$1.48$1.09$0.22$0.29$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.69$1.54$1.16$0.29$0.27$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.70$1.57$1.13$0.28$0.26$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.70$1.59$1.12$0.29$0.25$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.72$1.64$1.08$0.27$0.25$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.75$1.69$1.06$0.34$0.32$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.77$1.73$1.04$0.30$0.29$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.88$1.86$1.03$0.28$0.27$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.93$1.91$1.02$0.41$0.27$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.83$1.96$0.87$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.88$2.01$0.88$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.92$2.05$0.87$0.32