Civic Intelligence

Sigma Phi Epsilon Fraternity Inc

990EZ • Fiscal year 2023 • EIN 33-0682490

Jan 01, 2023 to Dec 31, 2023 • Filed on Jan 13, 2025

Organization Profileucirvine.sigep.org
3013 Grant AvenueCosta Mesa, CA 92626

(804) 353-1901

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Net Margin

24th percentile

-8.6%

Higher net margin than 24% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets54th percentile

Assets

$1,453

No earlier filing loaded for comparison.

Net Assets

$1,453

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin24th percentile

Revenue

$58,793

No earlier filing loaded for comparison.

Expenses

$63,842

No earlier filing loaded for comparison.

Net Income

-$5,049

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5K$1.0K$500$0Assets 2023: $1,453Liabilities 2023: $0Net Assets 2023: $1,4532023Assets 2024: $63Liabilities 2024: $0Net Assets 2024: $632024

Highlighted filing

2023

Assets$1,453
Liabilities$0
Net Assets$1,453
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0-$20KRevenue 2023: $58,793Expenses 2023: $63,842Net Income 2023: -$5,0492023Revenue 2024: $70,572Expenses 2024: $71,962Net Income 2024: -$1,3902024

Highlighted filing

2023

Revenue$58,793
Expenses$63,842
Net Income-$5,049
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jan 13, 2025
Return Version
2023v6.0
Gross Receipts
$59,016
Mission and Program Overview

Mission

Social Club - Fraternity: 52 Members.

Program Services

DescriptionGrantsExpenses
Social Events/Gatherings--
Member Education and Enrichment--
Community Service and Philanthropy--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nathan BrownsPresidentPT$0--
Ryan BarberiVP Of Programming-$0--
Alex StefanyVP Of Sigep Learning Community-$0--
Benjamin TeixeiraVP Of Finance-$0--
Kai DingesVP Of Membership Development-$0--
Zackary SilberChaplain-$0--
Nolan ZweigVP Of Communication-$0--
Patrick SheehanVP Of Recruitment-$0--
Filing and Contact Details

Filer

Filer Name
Ca Beta Alpha Chapter
EIN
33-0682490
Phone
8043531901
Address
3013 Grant Avenue, Costa Mesa, CA 92626

Signing Officer

Name
Benjamin Blanch
Title
VP of Finance
Phone
8043531901
Signed
2025-01-13
Discuss with paid preparer
Yes

Preparer

Preparer
Norman Klonowski CPA
Phone
5869426583
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Grantee: Sigma Phi Epsilon Fraternity, Inc., 310 S Arthur Ashe Blvd, Richmond. VA. 23220. Amount: $25,858. Relationship: Central Organization. Classification: Payment to Affiliate: Dues, Insurance, and Brotherhood Activities. Philanthropic Payment (501c3): $638.”

Form 990-EZ, Part I, Line 16

“Chapter Operations: $33,225, Inter-Fraternity Council Dues: $1,277”

Raw XML Appendix162 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
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03013 Grant Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Costa Mesa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092626
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IRS990EZ/GrossReceiptsForPublicUseAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Nathan Browns
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ryan Barberi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Alex Stefany
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Benjamin Teixeira
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kai Dinges
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Zackary Silber
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Nolan Zweig
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Patrick Sheehan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP of Programming
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP of SigEp Learning Community
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP of Finance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP of Membership Development
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Chaplain
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP of Communication
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP of Recruitment
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt034502
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Social Club - Fraternity: 52 Members.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Social Events/Gatherings
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IRS990EZ/TotalExpensesAmt063842
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt058793
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IRS990EZ/WebsiteAddressTxt0https://ucirvine.sigep.org/
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grantee: Sigma Phi Epsilon Fraternity, Inc., 310 S Arthur Ashe Blvd, Richmond. VA. 23220. Amount: $25,858. Relationship: Central Organization. Classification: Payment to Affiliate: Dues, Insurance, and Brotherhood Activities. Philanthropic Payment (501c3): $638.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Chapter Operations: $33,225, Inter-Fraternity Council Dues: $1,277
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0I am writing to request an abatement of any penalties or late filing fees that may be assessed for the late filing of the 2023 tax Form 990-EZ, due to "reasonable cause". I acknowledge and sincerely apologize for the late filing of our Chapter's 2023 Form 990-EZ. The California Beta Alpha Chapter of the Sigma Phi Epsilon Fraternity is a tax exempt organization operating under IRS Code Section 501c7. California Beta Alpha is a college fraternity supported by dues paying members to provide an opportunity for members to commingle, engage in personal contact, pursue common goals, and aspirations. Personally, I am currently the VP of Finance for the fraternity, and I am responsible for the ultimate filing of the tax Form 990. The governance responsibilities of a college fraternity are extremely fluid due to officers being in transition annually due to graduation from school. I believe this is the primary reason why the Form 990-EZ is being filed late. I was recently elected to governance and had to familiarize myself with the filing requirements of the Form 990-EZ. Unfortunately, the filing process was protracted due to our new governance structure having to familiarize itself with the filing requirements, aligning our historical financial information with the 990 filing requirements, along with an associated search for a Certified Professional Accountant (CPA) for tax return/preparation assistance. Going forward, our Chapter intends to comply with all Form 990 filing requirements. In addition, I have designed procedures to ensure that future officer transition will include the Form 990 filing requirements and associated completion procedures. Again, I sincerely apologize and hope that you will consider the abatement of any penalties or late filing fees owed for "reasonable cause". I am willing to provide any clarifications that you may require. Please feel free to contact me at 925-791-0571. Sincerely, Benjamin Blanch, VP of Finance, California Beta Alpha Chapter
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Benjamin Blanch
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP of Finance
ReturnHeader/BusinessOfficerGrp/PhoneNum08043531901
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ca Beta Alpha Chapter
ReturnHeader/Filer/BusinessNameControlTxt0CABE
ReturnHeader/Filer/EIN0330682490
ReturnHeader/Filer/PhoneNum08043531901
ReturnHeader/Filer/USAddress/AddressLine1Txt03013 Grant Avenue
ReturnHeader/Filer/USAddress/CityNm0Costa Mesa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092626
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerPersonGrp/PhoneNum05869426583
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Norman Klonowski CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-01-14T07:46:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,453
Liabilities
$0
Net assets
$1,453
Revenue
$58,793
Expenses
$63,842
Net income
-$5,049
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$70.6$72.0$1.39
2023Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$58.8$63.8$5.05