Civic Intelligence

Sigma Phi Sigma Theta Delta Chi Alumni Association

990EZ • Fiscal year 2014 • EIN 24-6019864

Sep 01, 2013 to Aug 31, 2014 • Filed on Dec 02, 2014

Organization Profilewww.sigmatriton.org
5920 Musket Road18066

(610) 297-6577

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

95th percentile

42%

Higher net margin than 95% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Asset Growth

75th percentile

14%

Faster asset growth than 75% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

73rd percentile

13%

Faster revenue growth than 73% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$317,302

Up $39,449 (+14%) from 2013

Net Assets

Up

$317,302

Up $43,845 (+16%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin95th percentile

Revenue

Up

$103,264

Up $11,945 (+13%) from 2013

Expenses

Down

$59,419

Down $29,646 (-33%) from 2013

Net Income

Up

$43,845

Up $41,591 (+1845%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$1.5M$1.0M$500K$0Assets 2013: $277,853Liabilities 2013: $4,396Net Assets 2013: $273,4572013Assets 2014: $317,302Net Assets 2014: $317,3022014Assets 2015: $352,202Liabilities 2015: $30,000Net Assets 2015: $322,2022015Assets 2016: $401,612Liabilities 2016: $60,671Net Assets 2016: $340,9412016Assets 2017: $418,191Liabilities 2017: $52,015Net Assets 2017: $366,1762017Assets 2018: $461,288Liabilities 2018: $42,048Net Assets 2018: $419,2402018Assets 2019: $497,540Liabilities 2019: $32,996Net Assets 2019: $464,5442019Assets 2020: $485,533Liabilities 2020: $8,607Net Assets 2020: $476,9262020Assets 2021: $547,746Liabilities 2021: $3,790Net Assets 2021: $543,9562021Assets 2022: $1,291,812Liabilities 2022: $698,500Net Assets 2022: $593,3122022Assets 2023: $1,250,567Liabilities 2023: $674,226Net Assets 2023: $576,3412023Assets 2024: $1,444,788Liabilities 2024: $646,978Net Assets 2024: $797,8102024Assets 2025: $1,484,628Liabilities 2025: $620,711Net Assets 2025: $863,9172025

Highlighted filing

2014

Assets$317,302
Liabilities-
Net Assets$317,302
Open 2014 Filing

Operations Trend

Revenue Growth73rd percentile

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

$600K$400K$200K$0Revenue 2013: $91,319Expenses 2013: $89,065Net Income 2013: $2,2542013Revenue 2014: $103,264Expenses 2014: $59,419Net Income 2014: $43,8452014Revenue 2015: $93,902Expenses 2015: $89,002Net Income 2015: $4,9002015Revenue 2016: $93,784Expenses 2016: $75,045Net Income 2016: $18,7392016Revenue 2017: $105,927Expenses 2017: $80,692Net Income 2017: $25,2352017Revenue 2018: $127,105Expenses 2018: $74,041Net Income 2018: $53,0642018Revenue 2019: $154,906Expenses 2019: $109,602Net Income 2019: $45,3042019Revenue 2020: $118,515Expenses 2020: $106,133Net Income 2020: $12,3822020Revenue 2021: $141,333Expenses 2021: $74,303Net Income 2021: $67,0302021Revenue 2022: $140,120Expenses 2022: $90,764Net Income 2022: $49,3562022Revenue 2023: $131,782Expenses 2023: $123,754Net Income 2023: $8,0282023Revenue 2024: $425,017Expenses 2024: $203,548Net Income 2024: $221,4692024Revenue 2025: $291,144Expenses 2025: $225,037Net Income 2025: $66,1072025

Highlighted filing

2014

Revenue$103,264
Expenses$59,419
Net Income$43,845
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Dec 2, 2014
Return Version
2013v3.1
Gross Receipts
$103,264
Mission and Program Overview

Mission

The alumni of this fraternity maintain the meeting space for their events and housing/meeting space for the current students attending penn state university

FRATERNAL ORGANIZATION

Program Services

DescriptionGrantsExpenses
THE ALUMNI OF THIS FRATERNITY MAINTAIN THE MEETING SPACE FOR THEIR EVENTS AND HOUSING/MEETING SPACE FOR THE CURRENT STUDENTS ATTENDING PENN STATE UNIVERSITY.--
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JASON DIETZPresident-$0--
BILL SHANNONVice President-$0--
JASON BURHANSTreasurer-$0--
KYLE HOCKMANSecretary-$0--
MORGAN TROLLMember At Large-$0--
TOM STEPHANMember At Large-$0--
Filing and Contact Details

Filer

EIN
24-6019864
Phone
6102976577

Signing Officer

Name
Jason Burhans
Title
Treasurer
Phone
6102976577
Signed
2014-12-02

Preparer

Preparer
Bradley M Hockman CPA Abv
Phone
5704241040
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Recovery of undergrad expenses 20000. Insurance rebate 957.”

Form 990EZ, Part I, Line 16

“Alumni services 12111. Interest expense 22. Undergrad scholarship 500. Depreciation 6791.”

Form 990EZ, Part II, Line 26

“LINE-OF-CREDIT 4396.”

Raw XML Appendix118 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JASON BURHANS
IRS990EZ/BooksInCareOfDetail/PhoneNum06102132595
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101505 MONTANA DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/City0DOWNINGTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/State0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode019335
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046462
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt045168
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt038276
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt043845
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0277853
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0317302
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0103264
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt038276
IRS990EZ/InvestmentIncomeAmt031
IRS990EZ/LandAndBuildingsGrp/BOYAmt0231391
IRS990EZ/LandAndBuildingsGrp/EOYAmt0272134
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0273457
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0317302
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0273457
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0317302
IRS990EZ/OccupancyRentUtltsAndMaintAmt039995
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JASON DIETZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BILL SHANNON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JASON BURHANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KYLE HOCKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MORGAN TROLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TOM STEPHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER AT LARGE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt019424
IRS990EZ/OtherRevenueTotalAmt020957
IRS990EZ/PrimaryExemptPurposeTxt0FRATERNAL ORGANIZATION
IRS990EZ/ProgramServiceRevenueAmt044000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ALUMNI OF THIS FRATERNITY MAINTAIN THE MEETING SPACE FOR THEIR EVENTS AND HOUSING/MEETING SPACE FOR THE CURRENT STUDENTS ATTENDING PENN STATE UNIVERSITY.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04396
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059419
IRS990EZ/TotalRevenueAmt0103264
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://www.sigmatriton.org/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RECOVERY OF UNDERGRAD EXPENSES 20000. INSURANCE REBATE 957.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALUMNI SERVICES 12111. INTEREST EXPENSE 22. UNDERGRAD SCHOLARSHIP 500. DEPRECIATION 6791.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LINE-OF-CREDIT 4396.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON BURHANS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06102976577
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-02
ReturnHeader/Filer/BusinessName/BusinessNameLine10SIGMA PHI SIGMA THETA DELTA CHI ALUMNI ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0246019864
ReturnHeader/Filer/PhoneNum06102976577
ReturnHeader/Filer/USAddress/AddressLine105920 MUSKET ROAD
ReturnHeader/Filer/USAddress/City0NEW TRIPOLI
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode018066
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WESELOH CARNEY AND COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10ONE WASHINGTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0EAST STROUDSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0183012816
ReturnHeader/PreparerPersonGrp/PhoneNum05704241040
ReturnHeader/PreparerPersonGrp/PreparationDt02014-12-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY M HOCKMAN CPA ABV
ReturnHeader/ReturnTs02014-12-10T13:51:11-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$317,302
Liabilities
-
Net assets
$317,302
Revenue
$103,264
Expenses
$59,419
Net income
$43,845
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.48$0.62$0.86$0.29$0.23$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.44$0.65$0.80$0.43$0.20$0.22
2023Detailed filing. Detailed filing data is available for this year.$1.25$0.67$0.58$0.13$0.12$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.29$0.70$0.59$0.14$0.09$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.54$0.14$0.07$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.49$0.01$0.48$0.12$0.11$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.50$0.03$0.46$0.15$0.11$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.46$0.04$0.42$0.13$0.07$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.42$0.05$0.37$0.11$0.08$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.40$0.06$0.34$0.09$0.08$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.35$0.03$0.32$0.09$0.09$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.10$0.06$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.00$0.27$0.09$0.09$0.00