Civic Intelligence

Sigma Chi Fraternity - Lambda Zeta Chapter

990EZ • Fiscal year 2018 • EIN 30-0518150

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 16, 2019

8080 Albatross RoadFort Myers, FL 33967

(727) 600-7159

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

14th percentile

-16%

Higher net margin than 14% 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

2nd percentile

-81%

Faster asset growth than 2% of similar nonprofits.

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

Revenue Growth

83rd percentile

21%

Faster revenue growth than 83% of similar nonprofits.

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

Assets

Down

$3,608

Down $15,393 (-81%) from 2017

Net Assets

Down

$3,608

Down $15,393 (-81%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$96,863

Up $16,843 (+21%) from 2017

Expenses

Up

$111,882

Up $41,431 (+59%) from 2017

Net Income

Down

-$15,019

Down $24,588 (-257%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$3,608
Liabilities-
Net Assets$3,608

Operations Trend

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

2018

Revenue$96,863
Expenses$111,882
Net Income-$15,019
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 16, 2019
Return Version
2017v2.3
Gross Receipts
$96,863
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
COOPER VOGTPresident-$0--
ALEX MARTELLVice Preside-$0--
CHRISTOPHER KOUSTISTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Sigma Chi Fraternity -
EIN
30-0518150
Phone
7276007159
Address
8080 ALBATROSS ROAD, FORT MYERS, FL 33967

Signing Officer

Name
Cooper Vogt
Title
President
Phone
7276007159
Signed
2019-12-16
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 12,113 office 2,528 travel 18,078 conferences/meetings 2,800 insurance 16,979 bank charges 98 leadership fees 71 initiation fees 5,273 dues & subcriptions 5,133 social 40,137 other 1,791 storage 1,219 software fees 155 philanthropy 4,897 various charitable contri 310 total 111,582

Form 990-ez, Part I, Line 20

OTHER DECREASES -374

Raw XML Appendix101 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/PersonNm0CHRISTOPHER KOUSTIS
IRS990EZ/BooksInCareOfDetail/PhoneNum07276007159
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010501 FGCU BOULEVARD STE 215
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0S FT MYERS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033965
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019001
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03608
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-15019
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019001
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03608
IRS990EZ/GrossReceiptsAmt096863
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt096862
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019001
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03608
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019001
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03608
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0COOPER VOGT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALEX MARTELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTOPHER KOUSTIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-374
IRS990EZ/OtherExpensesTotalAmt0111582
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/TotalExpensesAmt0111882
IRS990EZ/TotalRevenueAmt096863
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 12,113 OFFICE 2,528 TRAVEL 18,078 CONFERENCES/MEETINGS 2,800 INSURANCE 16,979 BANK CHARGES 98 LEADERSHIP FEES 71 INITIATION FEES 5,273 DUES & SUBCRIPTIONS 5,133 SOCIAL 40,137 OTHER 1,791 STORAGE 1,219 SOFTWARE FEES 155 PHILANTHROPY 4,897 VARIOUS CHARITABLE CONTRI 310 TOTAL 111,582
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER DECREASES -374
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0COOPER VOGT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07276007159
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA CHI FRATERNITY -
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LAMBA ZETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0300518150
ReturnHeader/Filer/PhoneNum07276007159
ReturnHeader/Filer/USAddress/AddressLine1Txt08080 ALBATROSS ROAD
ReturnHeader/Filer/USAddress/CityNm0FORT MYERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033967
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId060B1964F94A95F0FCE40361F539A1767B74B8B22
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D22799487102E9F82F710F082E33B944D6F7A23B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.80.167.93
ReturnHeader/FilingSecurityInformation/IPDt02020-02-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:13:26
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/PreparationDt02019-12-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOEL S MILLER CPA
ReturnHeader/ReturnTs02020-02-05T16:13:26-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings