Civic Intelligence

Indiana Epsilon Chapter of Sigma Alpha Epsilon

990EZ • Fiscal year 2021 • EIN 35-6044049

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 28, 2021

1723 Lincoln AvenueEvansville, IN 47714

(812) 476-8966

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

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

Liabilities / Revenue

52nd percentile

0.00x

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

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

Net Margin

11th percentile

-33%

Higher net margin than 11% 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

3rd percentile

-73%

Faster asset growth than 3% of similar nonprofits.

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

Revenue Growth

13th percentile

-48%

Faster revenue growth than 13% of similar nonprofits.

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

Assets

Down

$4,767

Down $12,828 (-73%) from 2020

Net Assets

Down

$4,767

Down $12,828 (-73%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$38,931

Down $35,730 (-48%) from 2020

Expenses

Down

$51,759

Down $17,399 (-25%) from 2020

Net Income

Down

-$12,828

Down $18,331 (-333%) from 2020

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2016: $14,496Liabilities 2016: $0Net Assets 2016: $14,4962016Assets 2017: $17,026Liabilities 2017: $0Net Assets 2017: $17,0262017Assets 2018: $2,245Liabilities 2018: $0Net Assets 2018: $2,2452018Assets 2019: $12,092Liabilities 2019: $0Net Assets 2019: $12,0922019Assets 2020: $17,595Liabilities 2020: $0Net Assets 2020: $17,5952020Assets 2021: $4,767Liabilities 2021: $0Net Assets 2021: $4,7672021Assets 2022: $13,332Liabilities 2022: $0Net Assets 2022: $13,3322022Assets 2023: $529Liabilities 2023: $0Net Assets 2023: $5292023Assets 2024: $3,366Net Assets 2024: $3,3662024Assets 2025: $5,628Net Assets 2025: $5,6282025

Highlighted filing

2021

Assets$4,767
Liabilities$0
Net Assets$4,767

Operations Trend

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

$100K$50K$0-$50KRevenue 2016: $74,521Expenses 2016: $66,021Net Income 2016: $8,5002016Revenue 2017: $71,484Expenses 2017: $68,954Net Income 2017: $2,5302017Revenue 2018: $68,137Expenses 2018: $82,918Net Income 2018: -$14,7812018Revenue 2019: $76,158Expenses 2019: $71,311Net Income 2019: $4,8472019Revenue 2020: $74,661Expenses 2020: $69,158Net Income 2020: $5,5032020Revenue 2021: $38,931Expenses 2021: $51,759Net Income 2021: -$12,8282021Revenue 2022: $72,841Expenses 2022: $64,276Net Income 2022: $8,5652022Revenue 2023: $57,819Expenses 2023: $70,622Net Income 2023: -$12,8032023Revenue 2024: $44,080Expenses 2024: $41,243Net Income 2024: $2,8372024Revenue 2025: $55,156Expenses 2025: $52,894Net Income 2025: $2,2622025

Highlighted filing

2021

Revenue$38,931
Expenses$51,759
Net Income-$12,828
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 28, 2021
Return Version
2020v4.1
Gross Receipts
$38,931
Mission and Program Overview

Mission

To promote the highest standards of friendship, scholarship and service for our members, based upon the ideals set forth by our founders and as specifically enunciated in our creed.

Program Services

DescriptionGrantsExpenses
TO PROMOTE THE HIGHEST STANDARDS OF FRIENDSHIP, SCHOLARSHIP AND SERVICE FOR OUR MEMBERS, BASED UPON THE IDEALS SET FORTH BY OUR FOUNDERS AND AS SPECIFICALLY ENUNCIATED IN OUR CREED.$0$51,759
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BEN WELPVice-PresidentPT$0--
JOHN HELMERICHPresidentPT$0--
BRANDON SKAGGSTreasurerPT$0--
GEORDAN TERWISKEPast President-$0--
JACOB SODERLUNDPast Vice-President-$0--
AJ ROBBINSPast Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Sigma Alpha Epsilon Fraternity
EIN
35-6044049
Phone
8124768966
Address
1723 LINCOLN AVENUE, EVANSVILLE, IN 47714

Signing Officer

Name
John Helmerich
Title
President
Phone
8126617357
Signed
2021-09-28
Discuss with paid preparer
Yes

Preparer

Firm
Harding Shymanski & Co Psc
Address
PO BOX 3677, EVANSVILLE, IN 47735
Preparer
Michele R Graham
Phone
8124649161
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: miscellaneous income. Amount: 10,684. Description: t-shirt income. Amount: 2,263. Description: reimbursement income. Amount: 384. Description: initiation fee income. Amount: 2,790. Total to form 990-ez, line 8: 16,121.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: apparel. Amount: 2,156. Description: charitable contributions. Amount: 5,740. Description: travel expenses. Amount: 1,248. Description: meals and entertainment. Amount: 1,117. Description: spring formal expenses. Amount: 6,969. Description: photography. Amount: 1,739. Description: supplies. Amount: 1,732. Description: payments to affiliates. Amount: 19,531. Description: insurance. Amount: 392. Description: miscellaneous. Amount: 2,890. Description: reimbursements. Amount: 520. Description: recruitment . Amount: 59. Total to form 990-ez, line 16: 44,093.

Raw XML Appendix131 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0BRANDON SKAGGS
IRS990EZ/BooksInCareOfDetail/PhoneNum08124573535
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01723 LINCOLN AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EVANSVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd047714
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017595
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04767
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-12828
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02425
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017595
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04767
IRS990EZ/GrossReceiptsAmt038931
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt02790
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt022810
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017595
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04767
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017595
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04767
IRS990EZ/OccupancyRentUtltsAndMaintAmt05241
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt114.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt27.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BEN WELP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN HELMERICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRANDON SKAGGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GEORDAN TERWISKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JACOB SODERLUND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5AJ ROBBINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PAST TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt044093
IRS990EZ/OtherRevenueTotalAmt016121
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE HIGHEST STANDARDS OF FRIENDSHIP, SCHOLARSHIP AND SERVICE FOR OUR MEMBERS, BASED UPON THE IDEALS SET FORTH BY OUR FOUNDERS AND AS SPECIFICALLY ENUNCIATED IN OUR CREED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE THE HIGHEST STANDARDS OF FRIENDSHIP, SCHOLARSHIP AND SERVICE FOR OUR MEMBERS, BASED UPON THE IDEALS SET FORTH BY OUR FOUNDERS AND AS SPECIFICALLY ENUNCIATED IN OUR CREED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt051759
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt051759
IRS990EZ/TotalProgramServiceExpensesAmt051759
IRS990EZ/TotalRevenueAmt038931
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 10,684. DESCRIPTION: T-SHIRT INCOME. AMOUNT: 2,263. DESCRIPTION: REIMBURSEMENT INCOME. AMOUNT: 384. DESCRIPTION: INITIATION FEE INCOME. AMOUNT: 2,790. TOTAL TO FORM 990-EZ, LINE 8: 16,121.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: APPAREL. AMOUNT: 2,156. DESCRIPTION: CHARITABLE CONTRIBUTIONS. AMOUNT: 5,740. DESCRIPTION: TRAVEL EXPENSES. AMOUNT: 1,248. DESCRIPTION: MEALS AND ENTERTAINMENT. AMOUNT: 1,117. DESCRIPTION: SPRING FORMAL EXPENSES. AMOUNT: 6,969. DESCRIPTION: PHOTOGRAPHY. AMOUNT: 1,739. DESCRIPTION: SUPPLIES. AMOUNT: 1,732. DESCRIPTION: PAYMENTS TO AFFILIATES. AMOUNT: 19,531. DESCRIPTION: INSURANCE. AMOUNT: 392. DESCRIPTION: MISCELLANEOUS. AMOUNT: 2,890. DESCRIPTION: REIMBURSEMENTS. AMOUNT: 520. DESCRIPTION: RECRUITMENT . AMOUNT: 59. TOTAL TO FORM 990-EZ, LINE 16: 44,093.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN HELMERICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08126617357
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA ALPHA EPSILON FRATERNITY
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0356044049
ReturnHeader/Filer/PhoneNum08124768966
ReturnHeader/Filer/USAddress/AddressLine1Txt01723 LINCOLN AVENUE
ReturnHeader/Filer/USAddress/CityNm0EVANSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047714
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351346211
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARDING SHYMANSKI & CO PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 3677
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EVANSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047735
ReturnHeader/PreparerPersonGrp/PhoneNum08124649161
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELE R GRAHAM
ReturnHeader/ReturnTs02021-11-08T15:49:29-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HELMERICH
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings