Civic Intelligence

Sigma Phi Sigma Theta Delta Chi Alumni Association

990EZ • Fiscal year 2015 • EIN 24-6019864

Sep 01, 2014 to Aug 31, 2015 • Filed on Dec 11, 2015

Organization Profilewww.sigmatriton.org
5920 Musket RoadNew Tripoli, PA 18066

(610) 297-6577

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.09x

Higher debt load relative to assets than 72% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

84th percentile

0.32x

Higher debt load relative to revenue than 84% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Net Margin

57th percentile

5.2%

Higher net margin than 57% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

26th percentile

-9.1%

Faster revenue growth than 26% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$352,202

Up $34,900 (+11%) from 2014

Net Assets

Up

$322,202

Up $4,900 (+1.5%) from 2014

Liabilities

$30,000

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin57th percentile

Revenue

Down

$93,902

Down $9,362 (-9.1%) from 2014

Expenses

Up

$89,002

Up $29,583 (+50%) from 2014

Net Income

Down

$4,900

Down $38,945 (-89%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2015

Assets$352,202
Liabilities$30,000
Net Assets$322,202
Open 2015 Filing

Operations Trend

Revenue Growth26th 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

2015

Revenue$93,902
Expenses$89,002
Net Income$4,900
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Dec 11, 2015
Return Version
2014v5.0
Gross Receipts
$93,902
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 Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BILL SHANNONPresident-$0--
BILL ROTTSCHAEFERVice President-$0--
JASON BURHANSTreasurer-$0--
KYLE HOCKMANSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Sigma Phi Sigma Theta Delta Chi Alumni Association
EIN
24-6019864
Phone
6102976577
Address
5920 MUSKET ROAD, NEW TRIPOLI, PA 18066

Signing Officer

Name
Jason Burhans
Title
Treasurer
Phone
6102976577
Signed
2015-12-11
Discuss with paid preparer
Yes

Preparer

Firm
Weseloh Carney and Company LLC
Address
ONE WASHINGTON STREET, EAST STROUDSBURG, PA 18301-2816
Preparer
Bradley M Hockman CPA Abv
Phone
5704241040
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Recovery of undergrad expenses 7000.”

Form 990EZ, Part I, Line 16

“Alumni services 17769. Undergrad scholarship 500. Depreciation 6967.”

Form 990EZ, Part II, Line 26

“Loan from national 30000.”

Raw XML Appendix110 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/AddressLine1Txt01505 MONTANA DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DOWNINGTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019335
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045168
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029181
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt039858
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04900
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0317302
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0352202
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt093902
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt037858
IRS990EZ/InvestmentIncomeAmt044
IRS990EZ/LandAndBuildingsGrp/BOYAmt0272134
IRS990EZ/LandAndBuildingsGrp/EOYAmt0323021
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0317302
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0322202
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0317302
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0322202
IRS990EZ/OccupancyRentUtltsAndMaintAmt063766
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BILL SHANNON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BILL ROTTSCHAEFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JASON BURHANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KYLE HOCKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025236
IRS990EZ/OtherRevenueTotalAmt07000
IRS990EZ/PrimaryExemptPurposeTxt0FRATERNAL ORGANIZATION
IRS990EZ/ProgramServiceRevenueAmt047000
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/EOYAmt030000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt089002
IRS990EZ/TotalRevenueAmt093902
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://www.sigmatriton.org/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RECOVERY OF UNDERGRAD EXPENSES 7000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALUMNI SERVICES 17769. UNDERGRAD SCHOLARSHIP 500. DEPRECIATION 6967.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LOAN FROM NATIONAL 30000.
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/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON BURHANS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06102976577
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-12-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA PHI SIGMA THETA DELTA CHI ALUMNI ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0246019864
ReturnHeader/Filer/PhoneNum06102976577
ReturnHeader/Filer/USAddress/AddressLine1Txt05920 MUSKET ROAD
ReturnHeader/Filer/USAddress/CityNm0NEW TRIPOLI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018066
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WESELOH CARNEY AND COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE WASHINGTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EAST STROUDSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0183012816
ReturnHeader/PreparerPersonGrp/PhoneNum05704241040
ReturnHeader/PreparerPersonGrp/PreparationDt02015-12-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY M HOCKMAN CPA ABV
ReturnHeader/ReturnTs02015-12-11T12:03:03-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$352,202
Liabilities
$30,000
Net assets
$322,202
Revenue
$93,902
Expenses
$89,002
Net income
$4,900
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