Civic Intelligence

Beta Upsilon Chapter Sigma Nu Inc Rose-Hulman Institute of Technology

990EZ • Fiscal year 2021 • EIN 31-1101678

May 01, 2020 to Apr 30, 2021 • Filed on Aug 11, 2021

Organization ProfileWWW.ROSE-HULMAN.EDU/SIGMANU
5500 Wabash AvenueTerre Haute, IN 47803

(630) 660-8593

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

61st percentile

12%

Higher net margin than 61% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

85th percentile

35%

Faster asset growth than 85% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

36th percentile

-6.3%

Faster revenue growth than 36% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$47,874

Up $12,421 (+35%) from 2020

Net Assets

Up

$47,874

Up $12,421 (+35%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin61st percentile

Revenue

Down

$107,088

Down $7,216 (-6.3%) from 2020

Expenses

Down

$94,667

Down $35,307 (-27%) from 2020

Net Income

Up

$12,421

Up $28,091 (+179%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$200K$150K$100K$50K$0Assets 2012: $30,672Liabilities 2012: $0Net Assets 2012: $30,6722012Assets 2014: $27,121Liabilities 2014: $0Net Assets 2014: $27,1212014Assets 2015: $24,765Liabilities 2015: $0Net Assets 2015: $24,7652015Assets 2016: $51,325Liabilities 2016: $0Net Assets 2016: $51,3252016Assets 2017: $57,528Liabilities 2017: $0Net Assets 2017: $57,5282017Assets 2018: $27,734Liabilities 2018: $0Net Assets 2018: $27,7342018Assets 2019: $51,123Net Assets 2019: $51,1232019Assets 2020: $35,453Net Assets 2020: $35,4532020Assets 2021: $47,874Net Assets 2021: $47,8742021Assets 2022: $29,553Net Assets 2022: $29,5532022Assets 2023: $46,190Net Assets 2023: $46,1902023Assets 2024: $66,666Net Assets 2024: $66,6662024Assets 2025: $158,750Liabilities 2025: $0Net Assets 2025: $158,7502025

Highlighted filing

2021

Assets$47,874
Liabilities-
Net Assets$47,874
Open 2021 Filing

Operations Trend

Revenue Growth36th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $148,570Expenses 2012: $148,930Net Income 2012: -$3602012Revenue 2014: $230,152Expenses 2014: $233,703Net Income 2014: -$3,5512014Revenue 2015: $191,261Expenses 2015: $193,618Net Income 2015: -$2,3572015Revenue 2016: $200,257Expenses 2016: $173,697Net Income 2016: $26,5602016Revenue 2017: $192,722Expenses 2017: $186,519Net Income 2017: $6,2032017Revenue 2018: $119,024Expenses 2018: $148,818Net Income 2018: -$29,7942018Revenue 2019: $147,031Expenses 2019: $123,642Net Income 2019: $23,3892019Revenue 2020: $114,304Expenses 2020: $129,974Net Income 2020: -$15,6702020Revenue 2021: $107,088Expenses 2021: $94,667Net Income 2021: $12,4212021Revenue 2022: $114,743Expenses 2022: $133,064Net Income 2022: -$18,3212022Revenue 2023: $148,584Expenses 2023: $131,947Net Income 2023: $16,6372023Revenue 2024: $166,667Expenses 2024: $146,191Net Income 2024: $20,4762024Revenue 2025: $158,750Expenses 2025: $0Net Income 2025: $158,7502025

Highlighted filing

2021

Revenue$107,088
Expenses$94,667
Net Income$12,421
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Aug 11, 2021
Return Version
2020v4.0
Gross Receipts
$107,088
Mission and Program Overview

Mission

The fraternity is a local chapter of a national collegiate social fraternity, for which purpose is to provide meals, housing and social programs for the local social fraternity members.

To develop ethical leaders inspired by the principles of love, honor, and truth. To foster the personal growth of each man's mind, heart, and character. To perpetuate lifelong friendships and committment to the fraternity.

Program Services

DescriptionGrantsExpenses
PROVIDED MEALS, HOUSING, AND SOCIAL PROGRAMS FOR LOCAL MEMBERS OF A NATIONAL COLLEGIATE SOCIAL FRATERNITY.--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES BERNTHTreasurer-$0--
JACOB ZHANGChaplain-$0--
NATHAN BENCHLEYExecutive Co-$0--
JUSTIN SANDSLieutenant C-$0--
Filing and Contact Details

Filer

Filer Name
Beta Upsilon Chapter Sigma Nu Inc
EIN
31-1101678
Phone
6306608593
Address
5500 WABASH AVENUE, TERRE HAUTE, IN 47803

Signing Officer

Name
Charles Bernth
Title
Treasurer
Phone
2196698144
Signed
2021-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Elizabeth Brewer
Phone
2057587754
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses composite 1,970 dues 18,860 new member programming 8,426 chapter operations 14,193 social 808 recruitment 4,829 philanthropy 493 brotherhood 859 total 50,438”

Form 990-ez, Part III

“To develop ethical leaders inspired by the principles of love, honor, and truth. To foster the personal growth of each man's mind, heart, and character. To perpetuate lifelong friendships and committment to the fraternity.”

Raw XML Appendix103 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0CHARLES BERNTH
CompensationExplanation/CompensationExplanationGrp/PersonNm1JACOB ZHANG
CompensationExplanation/CompensationExplanationGrp/PersonNm2NATHAN BENCHLEY
CompensationExplanation/CompensationExplanationGrp/PersonNm3JUSTIN SANDS
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DAMON KITNER
IRS990EZ/BooksInCareOfDetail/PhoneNum03173851436
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05500 WABASH AVE CM 1063
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TERRE HAUTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd047803
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035453
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt047874
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012421
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03307
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035453
IRS990EZ/Form990TotalAssetsGrp/EOYAmt047874
IRS990EZ/GrossReceiptsAmt0107088
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035453
IRS990EZ/NetAssetsOrFundBalancesEOYAmt047874
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035453
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt047874
IRS990EZ/OccupancyRentUtltsAndMaintAmt040922
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARLES BERNTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JACOB ZHANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NATHAN BENCHLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JUSTIN SANDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAPLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXECUTIVE CO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3LIEUTENANT C
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt050438
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO DEVELOP ETHICAL LEADERS INSPIRED BY THE PRINCIPLES OF LOVE, HONOR, AND TRUTH. TO FOSTER THE PERSONAL GROWTH OF EACH MAN'S MIND, HEART, AND CHARACTER. TO PERPETUATE LIFELONG FRIENDSHIPS AND COMMITTMENT TO THE FRATERNITY.
IRS990EZ/ProgramServiceRevenueAmt0107088
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED MEALS, HOUSING, AND SOCIAL PROGRAMS FOR LOCAL MEMBERS OF A NATIONAL COLLEGIATE SOCIAL FRATERNITY.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt094667
IRS990EZ/TotalRevenueAmt0107088
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROSE-HULMAN.EDU/SIGMANU
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES COMPOSITE 1,970 DUES 18,860 NEW MEMBER PROGRAMMING 8,426 CHAPTER OPERATIONS 14,193 SOCIAL 808 RECRUITMENT 4,829 PHILANTHROPY 493 BROTHERHOOD 859 TOTAL 50,438
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO DEVELOP ETHICAL LEADERS INSPIRED BY THE PRINCIPLES OF LOVE, HONOR, AND TRUTH. TO FOSTER THE PERSONAL GROWTH OF EACH MAN'S MIND, HEART, AND CHARACTER. TO PERPETUATE LIFELONG FRIENDSHIPS AND COMMITTMENT TO THE FRATERNITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES BERNTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02196698144
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BETA UPSILON CHAPTER SIGMA NU INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROSE-HULMAN INSTITUTE OF TECHNOLOGY
ReturnHeader/Filer/BusinessNameControlTxt0BETA
ReturnHeader/Filer/EIN0311101678
ReturnHeader/Filer/PhoneNum06306608593
ReturnHeader/Filer/USAddress/AddressLine1Txt05500 WABASH AVENUE
ReturnHeader/Filer/USAddress/CityNm0TERRE HAUTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047803
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEK RESOURCE SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354031880
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH BREWER
ReturnHeader/ReturnTs02021-08-17T10:36:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHARLES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERNTH
ReturnHeader/TaxPeriodBeginDt02020-05-01
ReturnHeader/TaxPeriodEndDt02021-04-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,874
Liabilities
-
Net assets
$47,874
Revenue
$107,088
Expenses
$94,667
Net income
$12,421
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$1.59$0.00$1.59
2024Detailed filing. Detailed filing data is available for this year.$0.67$0.67$1.67$1.46$0.20
2023Detailed filing. Detailed filing data is available for this year.$0.46$0.46$1.49$1.32$0.17
2022Detailed filing. Detailed filing data is available for this year.$0.30$0.30$1.15$1.33$0.18
2021Detailed filing. Detailed filing data is available for this year.$0.48$0.48$1.07$0.95$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.35$0.35$1.14$1.30$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.51$0.51$1.47$1.24$0.23
2018Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$1.19$1.49$0.30
2017Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$1.93$1.87$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$2.00$1.74$0.27
2015Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$1.91$1.94$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$2.30$2.34$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.00$0.31$1.49$1.49$0.00