Civic Intelligence

Sigma Chi Fraternity - Lambda Zeta Chapter

990EZ • Fiscal year 2017 • EIN 30-0518150

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 08, 2017

Organization ProfileN/A
8080 Albatross RoadFort Myers, FL 33967

(561) 315-5124

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

72nd percentile

12%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

96th percentile

101%

Faster asset growth than 96% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

39th percentile

-3.1%

Faster revenue growth than 39% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$19,001

Up $9,569 (+101%) from 2016

Net Assets

Up

$19,001

Up $9,569 (+101%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin72nd percentile

Revenue

Down

$80,020

Down $2,551 (-3.1%) from 2016

Expenses

Down

$70,451

Down $11,103 (-14%) from 2016

Net Income

Up

$9,569

Up $8,552 (+841%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$30K$20K$10K$0Assets 2011: $3,596Net Assets 2011: $3,5962011Assets 2012: $10,594Net Assets 2012: $10,5942012Assets 2015: $8,412Net Assets 2015: $8,4122015Assets 2016: $9,432Net Assets 2016: $9,4322016Assets 2017: $19,001Net Assets 2017: $19,0012017Assets 2018: $3,608Net Assets 2018: $3,6082018Assets 2019: $21,881Net Assets 2019: $21,8812019Assets 2020: $27,647Net Assets 2020: $27,6472020Assets 2021: $14,943Liabilities 2021: $0Net Assets 2021: $14,9432021Assets 2022: $8,149Net Assets 2022: $8,1492022Assets 2023: $4,513Liabilities 2023: $0Net Assets 2023: $4,5132023

Highlighted filing

2017

Assets$19,001
Liabilities-
Net Assets$19,001
Open 2017 Filing

Operations Trend

Revenue Growth39th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $69,761Expenses 2011: $73,845Net Income 2011: -$4,0842011Revenue 2012: $88,768Expenses 2012: $81,770Net Income 2012: $6,9982012Revenue 2015: $61,891Expenses 2015: $64,394Net Income 2015: -$2,5032015Revenue 2016: $82,571Expenses 2016: $81,554Net Income 2016: $1,0172016Revenue 2017: $80,020Expenses 2017: $70,451Net Income 2017: $9,5692017Revenue 2018: $96,863Expenses 2018: $111,882Net Income 2018: -$15,0192018Revenue 2019: $61,396Expenses 2019: $43,123Net Income 2019: $18,2732019Revenue 2020: $92,806Expenses 2020: $85,610Net Income 2020: $7,1962020Revenue 2021: $48,149Expenses 2021: $60,389Net Income 2021: -$12,2402021Revenue 2022: $80,582Expenses 2022: $87,376Net Income 2022: -$6,7942022Revenue 2023: $78,973Expenses 2023: $82,609Net Income 2023: -$3,6362023

Highlighted filing

2017

Revenue$80,020
Expenses$70,451
Net Income$9,569
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 8, 2017
Return Version
2016v3.0
Gross Receipts
$80,020
Mission and Program Overview

Mission

UNIVERSITY SOCIAL CLUB

Program Services

DescriptionGrantsExpenses
SOCIAL FRATERNAL EDUCATION AND SOCIAL ACTIVITIES SERVING APPROXIMATELY 60 MEMBERS.--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOGAN SCHULTZPresidentPT$0--
TIMOTHY HOLLOWAYVice PresidePT$0--
ZACH EDWARDSTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Sigma Chi Fraternity -
EIN
30-0518150
Phone
5613155124
Address
8080 ALBATROSS ROAD, FORT MYERS, FL 33967

Signing Officer

Name
Logan Schultz
Title
President
Phone
4802250274
Signed
2017-08-08
Discuss with paid preparer
Yes

Preparer

Firm
Joel S Miller CPA Pa
Address
700 11TH ST S STE 202, NAPLES, FL 34102-6777
Preparer
Joel S Miller CPA
Phone
2394351040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Other revenue 450 total 450”

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 7,052 conferences/meetings 3,550 insurance 11,858 grand chapter 97 greekbill 316 leadership fees 603 initiation fees 9,561 dues & subcriptions 7,081 social 20,907 province workshop 1,679 other 1,968 storage 941 software fees 40 philanthropy 4,538 total 70,191”

Raw XML Appendix96 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0ZACH EDWARDS
IRS990EZ/BooksInCareOfDetail/PhoneNum05613155124
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010501 FGCU BOULEVARD STE 215
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0S FT MYERS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033965
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09432
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019001
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09569
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0260
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09432
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019001
IRS990EZ/GrossReceiptsAmt080020
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt079570
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09432
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019001
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09432
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019001
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LOGAN SCHULTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TIMOTHY HOLLOWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ZACH EDWARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt070191
IRS990EZ/OtherRevenueTotalAmt0450
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0UNIVERSITY SOCIAL CLUB
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SOCIAL FRATERNAL EDUCATION AND SOCIAL ACTIVITIES SERVING APPROXIMATELY 60 MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt070451
IRS990EZ/TotalRevenueAmt080020
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER REVENUE 450 TOTAL 450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING AND PROMOTION 7,052 CONFERENCES/MEETINGS 3,550 INSURANCE 11,858 GRAND CHAPTER 97 GREEKBILL 316 LEADERSHIP FEES 603 INITIATION FEES 9,561 DUES & SUBCRIPTIONS 7,081 SOCIAL 20,907 PROVINCE WORKSHOP 1,679 OTHER 1,968 STORAGE 941 SOFTWARE FEES 40 PHILANTHROPY 4,538 TOTAL 70,191
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LOGAN SCHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04802250274
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA CHI FRATERNITY -
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LAMBA ZETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0300518150
ReturnHeader/Filer/PhoneNum05613155124
ReturnHeader/Filer/USAddress/AddressLine1Txt08080 ALBATROSS ROAD
ReturnHeader/Filer/USAddress/CityNm0FORT MYERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033967
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId060B1964F94A95F0FCE40361F539A1767B74B8B22
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CC2BCD0A705382137D17EF27BC3549E788C29080
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650891312
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOEL S MILLER CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0700 11TH ST S STE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0341026777
ReturnHeader/PreparerPersonGrp/PhoneNum02394351040
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOEL S MILLER CPA
ReturnHeader/ReturnTs02017-08-29T14:53:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,001
Liabilities
-
Net assets
$19,001
Revenue
$80,020
Expenses
$70,451
Net income
$9,569
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.79$0.83$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.08$0.08$0.81$0.87$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.48$0.60$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.28$0.28$0.93$0.86$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.61$0.43$0.18
2018Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.97$1.12$0.15
2017Detailed filing. Detailed filing data is available for this year.$0.19$0.19$0.80$0.70$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.09$0.09$0.83$0.82$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.08$0.08$0.62$0.64$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.11$0.89$0.82$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.04$0.70$0.74$0.04