Civic Intelligence

Sigma Phi Sigma Theta Delta Chi Alumni Association

990EZ • Fiscal year 2018 • EIN 24-6019864

Sep 01, 2017 to Aug 31, 2018 • Filed on Dec 03, 2018

140 East 6th StMedia, PA 19063

(610) 297-6577

Siviq Scores

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

Liabilities / Assets

75th percentile

0.09x

Higher debt load relative to assets than 75% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

85th percentile

0.33x

Higher debt load relative to revenue than 85% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Net Margin

95th percentile

42%

Higher net margin than 95% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Asset Growth

70th percentile

10%

Faster asset growth than 70% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

82nd percentile

20%

Faster revenue growth than 82% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$461,288

Up $43,097 (+10%) from 2017

Net Assets

Up

$419,240

Up $53,064 (+14%) from 2017

Liabilities

Down

$42,048

Down $9,967 (-19%) from 2017

Revenue

Up

$127,105

Up $21,178 (+20%) from 2017

Expenses

Down

$74,041

Down $6,651 (-8.2%) from 2017

Net Income

Up

$53,064

Up $27,829 (+110%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$461,288
Liabilities$42,048
Net Assets$419,240

Operations Trend

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

2018

Revenue$127,105
Expenses$74,041
Net Income$53,064
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Dec 3, 2018
Return Version
2017v2.2
Gross Receipts
$127,105
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS STEPHENPresident-$0--
CHAD WUERDEMANVice President-$0--
JASON BURHANSTreasurer-$0--
MARTY DEANGELOSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Sigma Phi Sigma Theta Delta Chi Alumni Association
EIN
24-6019864
Phone
6102976577
Address
140 EAST 6TH ST, MEDIA, PA 19063

Signing Officer

Name
Jason Burhans
Title
Treasurer
Phone
6102976577
Signed
2018-12-03
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

Insurance and repairs reimbursements 6500.

Form 990EZ, Part I, Line 16

ALUMNI SERVICES 9772.

Form 990EZ, Part I, Line 16

Depreciation 20249.

Form 990EZ, Part II, Line 26

Loan from national 22564. 17487.

Form 990EZ, Part II, Line 26

Loan from bank 29451. 24561.

Raw XML Appendix123 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/BOYAmt057997
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt043786
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt036040
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt053064
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0418191
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0461288
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0127105
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt036040
IRS990EZ/InvestmentIncomeAmt065
IRS990EZ/LandAndBuildingsGrp/BOYAmt0360194
IRS990EZ/LandAndBuildingsGrp/EOYAmt0417502
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0366176
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0419240
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0366176
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0419240
IRS990EZ/OccupancyRentUtltsAndMaintAmt044020
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/PersonNm0THOMAS STEPHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHAD WUERDEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JASON BURHANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARTY DEANGELO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030021
IRS990EZ/OtherRevenueTotalAmt06500
IRS990EZ/PrimaryExemptPurposeTxt0FRATERNAL ORGANIZATION
IRS990EZ/ProgramServiceRevenueAmt084500
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/BOYAmt052015
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt042048
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt074041
IRS990EZ/TotalRevenueAmt0127105
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://www.sigmatriton.org/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INSURANCE AND REPAIRS REIMBURSEMENTS 6500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALUMNI SERVICES 9772.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation 20249.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LOAN FROM NATIONAL 22564. 17487.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LOAN FROM BANK 29451. 24561.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON BURHANS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06102976577
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA PHI SIGMA THETA DELTA CHI ALUMNI ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0246019864
ReturnHeader/Filer/PhoneNum06102976577
ReturnHeader/Filer/USAddress/AddressLine1Txt0140 EAST 6TH ST
ReturnHeader/Filer/USAddress/CityNm0MEDIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019063
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05DF81D00D4995797319B37543DC4F90EDE2ADB8A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07DA5DC7A417BDFD922518FB62A99129E30AFD551
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.229.64.172
ReturnHeader/FilingSecurityInformation/IPDt02018-12-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:39:41
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/PreparationDt02018-12-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY M HOCKMAN CPA ABV
ReturnHeader/ReturnTs02018-12-10T14:41:03-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings