Civic Intelligence

Sigma Nu - Theta Chapter Alumni Association

990 • Fiscal year 2021 • EIN 23-7333127

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 31, 2022

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

80th percentile

0.57x

Higher debt load relative to assets than 80% of similar nonprofits.

2021 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

95th percentile

5.32x

Higher debt load relative to revenue than 95% of similar nonprofits.

2021 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2021

Net Margin

46th percentile

8.3%

Higher net margin than 46% of similar nonprofits.

2021 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2021

Asset Growth

29th percentile

-0.2%

Faster asset growth than 29% of similar nonprofits.

2021 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

37th percentile

5.1%

Faster revenue growth than 37% of similar nonprofits.

2021 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$2,694,004

Down $6,410 (-0.2%) from 2020

Net Assets

Up

$1,156,325

Up $23,951 (+2.1%) from 2020

Liabilities

Down

$1,537,679

Down $30,361 (-1.9%) from 2020

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin46th percentile

Revenue

Up

$289,113

Up $13,915 (+5.1%) from 2020

Expenses

Up

$265,162

Up $5,037 (+1.9%) from 2020

Net Income

Up

$23,951

Up $8,878 (+59%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2021

Assets$2,694,004
Liabilities$1,537,679
Net Assets$1,156,325
Open 2021 Filing

Operations Trend

Revenue Growth37th 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

2021

Revenue$289,113
Expenses$265,162
Net Income$23,951
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 31, 2022
Return Version
2020v4.2
Gross Receipts
$289,113
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$2,396,078$2,305,811▼ $90,267
Rtn Earn Endowment Incm Other Fnds$1,132,374$1,156,325▲ $23,951
Cash and Non-Interest-Bearing Accounts$104,019$164,321▲ $60,302
Investments Other Securities$107,805$113,035▲ $5,230
Savings and Temporary Cash Investments$77,250$77,332▲ $82
Prepaid Expenses and Deferred Charges$15,262$18,505▲ $3,243
Other Notes and Loans Receivable, Net$0$15,000▲ $15,000
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,700,414$2,694,004▼ $6,410
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,568,040$1,537,679▼ $30,361
Total Liabilities$1,568,040$1,537,679▼ $30,361
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,132,374$1,156,325▲ $23,951
Total Liabilities and Net Assets / Fund Balance$2,700,414$2,694,004▼ $6,410

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,100,240$1,042,641$3,142,881
Other Land Buildings$115,211$273,646$388,857
Equipment$90,360$250,150$340,510
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Bent OwensChairman
Carl Elliott IiiPresident
Bryan PaulSecretary
Lloyd SheltonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,000
Program Service Revenue
$280,000
Investment Income
$1,113
Other Revenue
$0
All Other Contributions
$8,000
Change in Net Assets
$23,951
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$260,162
Grants and Similar Amounts Paid$5,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion---$112,258
Interest---$89,798
Insurance---$28,301
Fees for Services Accounting---$9,525
Grants to Domestic Orgs---$5,000
Other Expenses---$35
Total Functional Expenses$0$0$0$265,162
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
Business relationship with 35% controlled entity
No
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
2022-01-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lloyd C Shelton
Formed
1964
Legal Domicile
Al
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Borland Benefield Pc
Address
800 SHADES CREEK PARKWAY - SUITE, 875, BIRMINGHAM, AL 35209
Preparer
Susan R Waller CPA
Phone
2058027212
Raw XML Appendix293 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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ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035209
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/PreparationDt02022-01-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN R WALLER CPA
ReturnHeader/ReturnTs02022-01-31T16:37:18-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LLOYD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHELTON
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,694,004
Liabilities
$1,537,679
Net assets
$1,156,325
Revenue
$289,113
Expenses
$265,162
Net income
$23,951
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