Civic Intelligence

Sigma Chi Fraternity - Lambda Zeta Chapter

990EZ • Fiscal year 2020 • EIN 30-0518150

Jul 01, 2019 to Jun 30, 2020 • Filed on Jul 30, 2020

Organization ProfileN/A
9449 Scarlette Oak AveFort Myers, FL 33967

(407) 340-6505

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

60th percentile

7.8%

Higher net margin than 60% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

81st percentile

26%

Faster asset growth than 81% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

95th percentile

51%

Faster revenue growth than 95% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$27,647

Up $5,766 (+26%) from 2019

Net Assets

Up

$27,647

Up $5,766 (+26%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin60th percentile

Revenue

Up

$92,806

Up $31,410 (+51%) from 2019

Expenses

Up

$85,610

Up $42,487 (+99%) from 2019

Net Income

Down

$7,196

Down $11,077 (-61%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2020

Assets$27,647
Liabilities-
Net Assets$27,647
Open 2020 Filing

Operations Trend

Revenue Growth95th 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

2020

Revenue$92,806
Expenses$85,610
Net Income$7,196
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jul 30, 2020
Return Version
2019v5.0
Gross Receipts
$92,806
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 Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL MANGLASSPresident-$0--
GUS REEVESVice Preside-$0--
SAM WEISZTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Sigma Chi Fraternity -
EIN
30-0518150
Phone
4073406505
Address
9449 SCARLETTE OAK AVE, FORT MYERS, FL 33967

Signing Officer

Name
Sam Weisz
Title
Treasurer
Phone
4073406505
Signed
2020-07-30
Discuss with paid preparer
Yes

Preparer

Firm
Joel S Miller CPA Pa
Address
750 11TH ST S STE 101, NAPLES, FL 34102
Preparer
Joel S Miller CPA
Phone
2394351040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 5,391 office 1,176 travel 13,933 insurance 12,666 bank charges 49 initiation fees 80 dues & subcriptions 2,150 social 3,801 other 550 storage 1,443 software fees 260 philanthropy 93 various charitable contri 18,655 miscellaneous 1,234 concert 12,000 rent & lease expense 3,070 supplies 2,180 utilities 252 merchant account fees 3,873 meals 2,858 less 50% meals -1,429 total 84,285”

Form 990-ez, Part I, Line 20

“50% meals nondeductible -1,429”

Raw XML Appendix102 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/PersonNm0SAM WEISZ
IRS990EZ/BooksInCareOfDetail/PhoneNum04073406505
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09449 SCARLETTE OAK AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT MYERS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033967
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021880
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027647
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07196
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01325
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021880
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027647
IRS990EZ/GrossReceiptsAmt092806
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt092804
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021880
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027647
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021880
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027647
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL MANGLASS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GUS REEVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SAM WEISZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-1429
IRS990EZ/OtherExpensesTotalAmt084285
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/TotalExpensesAmt085610
IRS990EZ/TotalRevenueAmt092806
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 5,391 OFFICE 1,176 TRAVEL 13,933 INSURANCE 12,666 BANK CHARGES 49 INITIATION FEES 80 DUES & SUBCRIPTIONS 2,150 SOCIAL 3,801 OTHER 550 STORAGE 1,443 SOFTWARE FEES 260 PHILANTHROPY 93 VARIOUS CHARITABLE CONTRI 18,655 MISCELLANEOUS 1,234 CONCERT 12,000 RENT & LEASE EXPENSE 3,070 SUPPLIES 2,180 UTILITIES 252 MERCHANT ACCOUNT FEES 3,873 MEALS 2,858 LESS 50% MEALS -1,429 TOTAL 84,285
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt150% MEALS NONDEDUCTIBLE -1,429
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SAM WEISZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04073406505
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA CHI FRATERNITY -
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LAMBA ZETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0300518150
ReturnHeader/Filer/PhoneNum04073406505
ReturnHeader/Filer/USAddress/AddressLine1Txt09449 SCARLETTE OAK AVE
ReturnHeader/Filer/USAddress/CityNm0FORT MYERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033967
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E576B8F1FBE4FED4337189336A1C533640CE0E82
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D22799487102E9F82F710F082E33B944D6F7A23B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.80.167.93
ReturnHeader/FilingSecurityInformation/IPDt02020-08-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:45:20
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650891312
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOEL S MILLER CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0750 11TH ST S STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034102
ReturnHeader/PreparerPersonGrp/PhoneNum02394351040
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOEL S MILLER CPA
ReturnHeader/ReturnTs02020-08-19T12:45:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,647
Liabilities
-
Net assets
$27,647
Revenue
$92,806
Expenses
$85,610
Net income
$7,196
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