Civic Intelligence

Sigma Chi Fraternity - Lambda Zeta Chapter

990EZ • Fiscal year 2022 • EIN 30-0518150

Jul 01, 2021 to Jun 30, 2022 • Filed on Aug 01, 2022

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

25th percentile

-8.4%

Higher net margin than 25% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Asset Growth

7th percentile

-45%

Faster asset growth than 7% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

82nd percentile

67%

Faster revenue growth than 82% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$8,149

Down $6,794 (-45%) from 2021

Net Assets

Down

$8,149

Down $6,794 (-45%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin25th percentile

Revenue

Up

$80,582

Up $32,433 (+67%) from 2021

Expenses

Up

$87,376

Up $26,987 (+45%) from 2021

Net Income

Up

-$6,794

Up $5,446 (+44%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2022

Assets$8,149
Liabilities-
Net Assets$8,149
Open 2022 Filing

Operations Trend

Revenue Growth82nd 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

2022

Revenue$80,582
Expenses$87,376
Net Income-$6,794
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 1, 2022
Return Version
2021v4.0
Gross Receipts
$80,582
Mission and Program Overview

Mission

UNIVERSITY SOCIAL CLUB

Program Services

DescriptionGrantsExpenses
SOCIAL FRATERNAL FOCUSED ON EDUCATION AND SOCIAL ACTIVITIES WHICH DIRECTLY SERVES 60 MEMBERS OF THE COMMUNITY.--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
IAN SCOTTPresidentPT$0--
GAVIN COSTELLOVice PresidePT$0--
ALEXANDER ADAMYTreasurerPT$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
Alexander Adamy
Title
Treasurer
Phone
8132556202
Signed
2022-08-01
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 expense 3,714 office expenses 743 travel 1,809 conferences & events 22,362 insurance expense 8,884 bank fees 65 initiation fees 11,159 dues & subscriptions 1,900 storage 1,933 software fees 1,276 philanthropy 158 huntsmans cancer donation 20,780 supplies 3,748 meals 1,091 alumni relations 1,105 greek relations 3,393 ifc dues 1,970 total 86,090”

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/PersonNm0ALEXANDER ADAMY
IRS990EZ/BooksInCareOfDetail/PhoneNum04073406505
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08081 CYPRESS DR S
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT MYERS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033967
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014943
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08149
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6794
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014943
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08149
IRS990EZ/GrossReceiptsAmt080582
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt073629
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt073629
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014943
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08149
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014943
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08149
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0IAN SCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GAVIN COSTELLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALEXANDER ADAMY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt086090
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0UNIVERSITY SOCIAL CLUB
IRS990EZ/PrintingPublicationsPostageAmt01286
IRS990EZ/ProgramServiceRevenueAmt06953
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SOCIAL FRATERNAL FOCUSED ON EDUCATION AND SOCIAL ACTIVITIES WHICH DIRECTLY SERVES 60 MEMBERS OF THE COMMUNITY.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt087376
IRS990EZ/TotalRevenueAmt080582
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING EXPENSE 3,714 OFFICE EXPENSES 743 TRAVEL 1,809 CONFERENCES & EVENTS 22,362 INSURANCE EXPENSE 8,884 BANK FEES 65 INITIATION FEES 11,159 DUES & SUBSCRIPTIONS 1,900 STORAGE 1,933 SOFTWARE FEES 1,276 PHILANTHROPY 158 HUNTSMANS CANCER DONATION 20,780 SUPPLIES 3,748 MEALS 1,091 ALUMNI RELATIONS 1,105 GREEK RELATIONS 3,393 IFC DUES 1,970 TOTAL 86,090
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEXANDER ADAMY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08132556202
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-01
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/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/PreparationDt02022-08-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOEL S MILLER CPA
ReturnHeader/ReturnTs02022-08-02T16:23:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALEXANDER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ADAMY
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,149
Liabilities
-
Net assets
$8,149
Revenue
$80,582
Expenses
$87,376
Net income
-$6,794
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