Civic Intelligence

Sigma Chi Fraternity - Lambda Zeta Chapter

990EZ • Fiscal year 2016 • EIN 30-0518150

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 22, 2016

Organization ProfileN/A
10501 Fgcu Blvd SFort Myers, FL 33965-6502

(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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

44th percentile

1.2%

Higher net margin than 44% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

90th percentile

33%

Faster revenue growth than 90% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$9,432

Up $1,020 (+12%) from 2015

Net Assets

Up

$9,432

Up $1,020 (+12%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin44th percentile

Revenue

Up

$82,571

Up $20,680 (+33%) from 2015

Expenses

Up

$81,554

Up $17,160 (+27%) from 2015

Net Income

Up

$1,017

Up $3,520 (+141%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2016

Assets$9,432
Liabilities-
Net Assets$9,432
Open 2016 Filing

Operations Trend

Revenue Growth90th 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

2016

Revenue$82,571
Expenses$81,554
Net Income$1,017
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 22, 2016
Return Version
2015v2.1
Gross Receipts
$82,571
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 SCHULTZPresident-$0--
TIMOTHY HOLLOWAYVice Preside-$0--
WILLIAM D'AISILIOTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Sigma Chi Fraternity
EIN
30-0518150
Phone
5613155124
Address
10501 FGCU BLVD S, FORT MYERS, FL 33965-6502

Signing Officer

Name
Logan Schultz
Title
President
Phone
5613155124
Signed
2016-08-22
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 21,235 total 21,235”

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 6,569 information technology 133 conferences/meetings 2,162 insurance 11,842 grand chapter 194 bank charges 43 greekbill 111 leadership fees 1,206 initiation fees 8,808 dues & subcriptions 5,789 social 36,684 province workshop 1,277 risk managment 58 other 578 education 76 storage 841 software fees 408 philanthropy 2,025 total 78,804”

Raw XML Appendix93 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/PersonNm0WILLIAM D'AUSILIO
IRS990EZ/BooksInCareOfDetail/PhoneNum05613155124
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09504 MAJESTIC WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOYNTON BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033437
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08415
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09432
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01017
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02750
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08415
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09432
IRS990EZ/GrossReceiptsAmt082571
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt061336
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08415
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09432
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08415
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09432
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LOGAN SCHULTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TIMOTHY HOLLOWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM D'AISILIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt078804
IRS990EZ/OtherRevenueTotalAmt021235
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/TotalExpensesAmt081554
IRS990EZ/TotalRevenueAmt082571
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER REVENUE 21,235 TOTAL 21,235
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING AND PROMOTION 6,569 INFORMATION TECHNOLOGY 133 CONFERENCES/MEETINGS 2,162 INSURANCE 11,842 GRAND CHAPTER 194 BANK CHARGES 43 GREEKBILL 111 LEADERSHIP FEES 1,206 INITIATION FEES 8,808 DUES & SUBCRIPTIONS 5,789 SOCIAL 36,684 PROVINCE WORKSHOP 1,277 RISK MANAGMENT 58 OTHER 578 EDUCATION 76 STORAGE 841 SOFTWARE FEES 408 PHILANTHROPY 2,025 TOTAL 78,804
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LOGAN SCHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05613155124
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA CHI FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LAMBA ZETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0300518150
ReturnHeader/Filer/PhoneNum05613155124
ReturnHeader/Filer/USAddress/AddressLine1Txt010501 FGCU BLVD S
ReturnHeader/Filer/USAddress/CityNm0FORT MYERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0339656502
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/PreparationDt02016-09-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOEL S MILLER CPA
ReturnHeader/ReturnTs02016-09-01T08:54:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,432
Liabilities
-
Net assets
$9,432
Revenue
$82,571
Expenses
$81,554
Net income
$1,017
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