Civic Intelligence

Pennsylvania Lambda Chapter of the Sigma Phi Epsilon Fraternity

990EZ • Fiscal year 2023 • EIN 25-0984945

Jul 01, 2022 to Jun 30, 2023 • Filed on Mar 12, 2024

Box 252 Westminster CollegeNew Wilmington, PA 16172

(804) 353-1901

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Net Margin

71st percentile

11%

Higher net margin than 71% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Assets

Up

$90,516

Up $85,040 (+1553%) from 2018

Net Assets

Up

$90,516

Up $85,040 (+1553%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$136,762

Up $26,859 (+24%) from 2018

Expenses

Up

$121,116

Up $860 (+0.7%) from 2018

Net Income

Up

$15,646

Up $25,999 (+251%) from 2018

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $1,006Liabilities 2012: $0Net Assets 2012: $1,0062012Assets 2013: $19,828Liabilities 2013: $0Net Assets 2013: $19,8282013Assets 2014: $21,677Liabilities 2014: $0Net Assets 2014: $21,6772014Assets 2015: $8,964Liabilities 2015: $0Net Assets 2015: $8,9642015Assets 2016: $20,582Liabilities 2016: $0Net Assets 2016: $20,5822016Assets 2017: $15,829Liabilities 2017: $0Net Assets 2017: $15,8292017Assets 2018: $5,476Liabilities 2018: $0Net Assets 2018: $5,4762018Assets 2023: $90,516Liabilities 2023: $0Net Assets 2023: $90,5162023Assets 2024: $96,845Liabilities 2024: $0Net Assets 2024: $96,8452024Assets 2025: $146,694Liabilities 2025: $0Net Assets 2025: $146,6942025

Highlighted filing

2023

Assets$90,516
Liabilities$0
Net Assets$90,516

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2012: $120,591Expenses 2012: $136,991Net Income 2012: -$16,4002012Revenue 2013: $105,566Expenses 2013: $86,744Net Income 2013: $18,8222013Revenue 2014: $125,400Expenses 2014: $123,551Net Income 2014: $1,8492014Revenue 2015: $126,672Expenses 2015: $124,704Net Income 2015: $1,9682015Revenue 2016: $129,334Expenses 2016: $117,716Net Income 2016: $11,6182016Revenue 2017: $133,607Expenses 2017: $138,359Net Income 2017: -$4,7522017Revenue 2018: $109,903Expenses 2018: $120,256Net Income 2018: -$10,3532018Revenue 2023: $136,762Expenses 2023: $121,116Net Income 2023: $15,6462023Revenue 2024: $152,581Expenses 2024: $146,252Net Income 2024: $6,3292024Revenue 2025: $157,779Expenses 2025: $107,930Net Income 2025: $49,8492025

Highlighted filing

2023

Revenue$136,762
Expenses$121,116
Net Income$15,646
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Mar 12, 2024
Return Version
2022v5.0
Gross Receipts
$136,762
Mission and Program Overview

Mission

Fraternal society for college students

Social Club: Fraternity. 29 Members.

Program Services

DescriptionGrantsExpenses
Social Events/Gatherings--
Member Education and Enrichment--
Community Service and Philanthropy--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nico McDonaldPresidentPT$0--
Noah SofranVP Of FinancePT$0--
Dawson YochumVP Of ProgrammingPT$0--
Avery KeenanVP Of Member DevelopmentPT$0--
Tony CicchinoVP Of RecruitmentPT$0--
Mason PeckVP Of CommunicationsPT$0--
Paul KallaurChaplainPT$0--
Michael PhillipsVP Of Learning CommunityPT$0--
Filing and Contact Details

Filer

Filer Name
Sigma Phi Epsilon Fraternity PA Lambda Chapter
EIN
25-0984945
Phone
8043531901
Address
Box 252 Westminster College, New Wilmington, PA 16172

Signing Officer

Name
Noah Sofran
Title
VP of Finance
Phone
8043531901
Signed
2024-03-12
Discuss with paid preparer
Yes

Preparer

Preparer
Norman Klonowski CPA
Phone
5869426583
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Grantee: Sigma Phi Epsilon Fraternity, Inc. 301 S Arthur Ashe Blvd. Richmond, VA. 23220. Amount: $19,030. Relationship: Central Organization: Payment to Affiliate: Dues, Insurance, and Brotherhood Activities.

Form 990-EZ, Part I, Line 16

Chapter Meal Plan: $38,330, Chapter Operations: $13,176, Inter-Fraternity Council Dues: $690.

Raw XML Appendix161 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum08043531901
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0Box 252 Westminster College
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0New Wilmington
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd016172
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt074870
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt090516
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt019030
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
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IRS990EZ/OccupancyRentUtltsAndMaintAmt045907
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Nico McDonald
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Noah Sofran
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dawson Yochum
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Avery Keenan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Tony Cicchino
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Mason Peck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Paul Kallaur
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Michael Phillips
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP of Finance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP of Programming
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP of Member Development
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP of Recruitment
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP of Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Chaplain
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP of Learning Community
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt052196
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Social Club: Fraternity. 29 Members.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Member Education and Enrichment
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Community Service and Philanthropy
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TotalExpensesAmt0121116
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0136762
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https://sigep.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grantee: Sigma Phi Epsilon Fraternity, Inc. 301 S Arthur Ashe Blvd. Richmond, VA. 23220. Amount: $19,030. Relationship: Central Organization: Payment to Affiliate: Dues, Insurance, and Brotherhood Activities.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Chapter Meal Plan: $38,330, Chapter Operations: $13,176, Inter-Fraternity Council Dues: $690.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0The PA Lambda Chapter filed an extension (automatic 6 months); consequently, the extended due date for the FY 23 (y/e 6/30/23) tax Form 990 EZ is May 15, 2024. Therefore, the tax return is being filed timely.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP of Finance
ReturnHeader/BusinessOfficerGrp/PhoneNum08043531901
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sigma Phi Epsilon Fraternity PA Lambda Chapter
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0250984945
ReturnHeader/Filer/PhoneNum08043531901
ReturnHeader/Filer/USAddress/AddressLine1Txt0Box 252 Westminster College
ReturnHeader/Filer/USAddress/CityNm0New Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016172
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerPersonGrp/PhoneNum05869426583
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Norman Klonowski CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-03-13T09:58:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Noah
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Sofran
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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Filings