Civic Intelligence

Sigma Nu - Theta Chapter Alumni Association

990 • Fiscal year 2019 • EIN 23-7333127

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 30, 2019

Organization ProfileN/A
800 Shades Creek Parkway No 875Birmingham, AL 35209

(205) 802-7212

Siviq Scores

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

Liabilities / Assets

78th percentile

0.59x

Higher debt load relative to assets than 78% of similar nonprofits.

2019 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

96th percentile

5.42x

Higher debt load relative to revenue than 96% of similar nonprofits.

2019 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2019

Net Margin

75th percentile

14%

Higher net margin than 75% of similar nonprofits.

2019 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2019 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2019

Asset Growth

40th percentile

-0.5%

Faster asset growth than 40% of similar nonprofits.

2019 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

75th percentile

9.6%

Faster revenue growth than 75% of similar nonprofits.

2019 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$2,704,003

Down $14,866 (-0.5%) from 2018

Net Assets

Up

$1,117,301

Up $41,054 (+3.8%) from 2018

Liabilities

Down

$1,586,702

Down $55,920 (-3.4%) from 2018

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin75th percentile

Revenue

Up

$292,648

Up $25,751 (+9.6%) from 2018

Expenses

Down

$251,594

Down $332 (-0.1%) from 2018

Net Income

Up

$41,054

Up $26,083 (+174%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

2019

Assets$2,704,003
Liabilities$1,586,702
Net Assets$1,117,301
Open 2019 Filing

Operations Trend

Revenue Growth75th percentile

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

2019

Revenue$292,648
Expenses$251,594
Net Income$41,054
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 30, 2019
Return Version
2018v3.1
Gross Receipts
$292,648
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.

Alumni chapter of social fraternity

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,248,045$2,286,130▲ $38,085
Rtn Earn Endowment Incm Other Fnds$1,076,247$1,117,301▲ $41,054
Investments Other Securities$302,424$301,889▼ $535
Cash and Non-Interest-Bearing Accounts$77,140$74,197▼ $2,943
Savings and Temporary Cash Investments$76,692$27,121▼ $49,571
Prepaid Expenses and Deferred Charges$14,568$14,666▲ $98
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,718,869$2,704,003▼ $14,866
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,638,372$1,586,702▼ $51,670
Accounts Payable and Accrued Expenses$4,250$0▼ $4,250
Total Liabilities$1,642,622$1,586,702▼ $55,920
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,076,247$1,117,301▲ $41,054
Total Liabilities and Net Assets / Fund Balance$2,718,869$2,704,003▼ $14,866

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,940,748$890,891$2,831,639
Other Land Buildings$237,128$243,853$480,981
Equipment$108,254$213,652$321,906
Other Securities$301,889--
Compensation and Service Providers
Top Officer Pay73rd percentile

Board Members and Trustees

NameTitle
Bent OwensChairman
Carl Elliott IiiPresident
Jeff GranthamVice-president
Bryan PaulSecretary
Lloyd SheltonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,325
Program Service Revenue
$277,000
Investment Income
$10,323
Other Revenue
$0
All Other Contributions
$5,325
Change in Net Assets
$41,054
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$251,594
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion---$102,274
Interest---$92,520
Insurance---$26,479
Fees for Services Accounting---$11,430
Other Expenses---$36
Total Functional Expenses$0$0$0$251,594
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“All members of the fraternity who graduate in good standing are eligible to participate in the activities and governance of the organization.”

Form 990, Part VI, Section B, Line 11B

“A draft of the 990 is provided to the organization for review before filing.”

Form 990, Part VI, Section C, Line 19

“Documents are not generally made available to the public, but may be provided upon request.”

Filing and Contact Details

Filer

Filer Name
Sigma Nu - Theta Chapter
EIN
23-7333127
Phone
2058027212
Address
800 SHADES CREEK PARKWAY NO 875, BIRMINGHAM, AL 35209

Signing Officer

Name
Lloyd C Shelton
Title
Treasurer
Phone
2058027212
Signed
2019-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lloyd C Shelton
Formed
1964
Legal Domicile
Al
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Borland Benefield Pc
Address
800 SHADES CREEK PARKWAY - SUITE, 875, BIRMINGHAM, AL 35209
Preparer
Susan R Waller
Phone
2058027212
Raw XML Appendix307 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL MEMBERS OF THE FRATERNITY WHO GRADUATE IN GOOD STANDING ARE ELIGIBLE TO PARTICIPATE IN THE ACTIVITIES AND GOVERNANCE OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE 990 IS PROVIDED TO THE ORGANIZATION FOR REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE NOT GENERALLY MADE AVAILABLE TO THE PUBLIC, BUT MAY BE PROVIDED UPON REQUEST.
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ReturnHeader/BusinessOfficerGrp/PhoneNum02058027212
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA NU - THETA CHAPTER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ALUMNI ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0237333127
ReturnHeader/Filer/PhoneNum02058027212
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 SHADES CREEK PARKWAY NO 875
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035209
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId071DA1FFD9D7FBD04C12E92F17B0235D1E6C024C4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AC5862DE4163689FF22EC53BDF7E82DC9E507B82
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02019-10-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:48:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630721243
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BORLAND BENEFIELD PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 SHADES CREEK PARKWAY - SUITE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0875
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035209
ReturnHeader/PreparerPersonGrp/PhoneNum02058027212
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN R WALLER
ReturnHeader/ReturnTs02019-10-30T11:42:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,704,003
Liabilities
$1,586,702
Net assets
$1,117,301
Revenue
$292,648
Expenses
$251,594
Net income
$41,054
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