Civic Intelligence

Sigma Phi Epsilon Fraternity Inc

EIN 35-6067823 • 501(c)7 • Valparaiso, IN

Profile

Promote the ideals of sound mind, sound body, and sound spirit through the fostering of an environment that promotes education, fraternalism, and high level of achievement.

705 Mound StreetValparaiso, IN 46383

valparaiso.sigep.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

58th percentile

0.00x

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

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

Net Margin

14th percentile

-21%

Higher net margin than 14% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

5th percentile

-89%

Faster asset growth than 5% of similar nonprofits.

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

Revenue Growth

9th percentile

-44%

Faster revenue growth than 9% of similar nonprofits.

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

Assets

Down

$15,689

Down $823 (-5.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$15,689

Down $823 (-5.0%) from 2023

Revenue

Down

$76,197

Down $13,042 (-15%) from 2023

Expenses

Down

$77,020

Down $3,987 (-4.9%) from 2023

Net Income

Down

-$823

Down $9,055 (-110%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2020: $81,324Liabilities 2020: $53,110Net Assets 2020: $28,2142020Assets 2021: $76,863Liabilities 2021: $44,695Net Assets 2021: $32,1682021Assets 2022: $8,280Liabilities 2022: $0Net Assets 2022: $8,2802022Assets 2023: $16,512Liabilities 2023: $0Net Assets 2023: $16,5122023Assets 2024: $15,689Liabilities 2024: $0Net Assets 2024: $15,6892024

Highlighted filing

2024

Assets$15,689
Liabilities$0
Net Assets$15,689

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2020: $187,180Expenses 2020: $179,947Net Income 2020: $7,2332020Revenue 2021: $197,993Expenses 2021: $194,039Net Income 2021: $3,9542021Revenue 2022: $111,860Expenses 2022: $135,748Net Income 2022: -$23,8882022Revenue 2023: $89,239Expenses 2023: $81,007Net Income 2023: $8,2322023Revenue 2024: $76,197Expenses 2024: $77,020Net Income 2024: -$8232024

Highlighted filing

2024

Revenue$76,197
Expenses$77,020
Net Income-$823

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 7, 2025
Return Version
2024v5.0
Gross Receipts
$76,197
Mission and Program Overview

Mission

Promote the ideals of sound mind, sound body, and sound spirit through the fostering of an environment that promotes education, fraternalism, and high level of achievement.

Program Services

DescriptionGrantsExpenses
National Headquarters Dues and Insurance- Payment to the national fraternity is necessary for the status of a local chapter to be in good standing. These dues and insurance allow for our local chapter to participate in national retreats as well as to receive programming and events from the national fraternity.$0$32,235
Programming- Events held by our local chapter allow us to promote our mission statement and ideals to the university and community, as well as maintain social, academic, and recruitment events for members in the chapter.$0$11,206
Recruitment- Members that utilize these funds for recruitment allow for the chapter to continue to thrive and receive more new members year over year. Recruitment funds further allow us to host events outside of the university to meet potential new members on a one-on-one basis.$0$2,120
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Zachary NielsenPresidentPT$0--
Antonio SerranoVP ProgrammingPT$0--
Zachary ZawilaVP FinancePT$0--
Mason TulaczVP Member DevelopmentPT$0--
Jack UngerVP RecruitmentPT$0--
Kevin KoenigChaplainPT$0--
Owen GaliciaVP Sigep Learning CommunityPT$0--
Owen StineVP CommunicationsPT$0--
Filing and Contact Details

Filer

Filer Name
Sigma Phi Epsilon Fraternity Inc
EIN
35-6067823
Phone
7799518550
Address
705 Mound Street, Valparaiso, IN 46383

Signing Officer

Name
Zachary Zawila
Title
VP Finance
Phone
7739518550
Signed
2025-04-07
Supplemental Narrative

Additional Explanations

Form 990-EZ, Header, Line A

Form 990-EZ, Part I, Line 16 - The expenses totaling 77,020 Dollars are directly related to the primary mission of Sigma Phi Epsilon; this includes philanthropic participation in the university and city community, recruitment events to increase membership in Sigma Phi Epsilon, membership events that build our members academically, physically, and spiritually, as well as miscellaneous expenses to ensure the chapter can run without issue or impact.

Form 990-EZ, Part I, Line 16

As said in Schedule O.

Raw XML Appendix156 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Zachary Zawila
IRS990EZ/BooksInCareOfDetail/PhoneNum07739518550
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0705 Mound Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Valparaiso
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046383
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016512
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015689
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-823
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016512
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015689
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt076197
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum00309
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt075948
IRS990EZ/InvestmentIncomeAmt0249
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt075948
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016512
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015689
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016512
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015689
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt710
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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/PersonNm0Zachary Nielsen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Antonio Serrano
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Zachary Zawila
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Mason Tulacz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jack Unger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kevin Koenig
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Owen Galicia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Owen Stine
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP Programming
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Finance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Member Development
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Recruitment
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Chaplain
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP SigEp Learning Community
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP Communications
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt077020
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Promote the ideals of sound mind, sound body, and sound spirit through the fostering of an environment that promotes education, fraternalism, and high level of achievement.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0National Headquarters Dues and Insurance- Payment to the national fraternity is necessary for the status of a local chapter to be in good standing. These dues and insurance allow for our local chapter to participate in national retreats as well as to receive programming and events from the national fraternity.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Programming- Events held by our local chapter allow us to promote our mission statement and ideals to the university and community, as well as maintain social, academic, and recruitment events for members in the chapter.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Recruitment- Members that utilize these funds for recruitment allow for the chapter to continue to thrive and receive more new members year over year. Recruitment funds further allow us to host events outside of the university to meet potential new members on a one-on-one basis.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032235
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111206
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22120
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt077020
IRS990EZ/TotalProgramServiceExpensesAmt045561
IRS990EZ/TotalRevenueAmt076197
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0valparaiso.sigep.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990-EZ, Part I, Line 16 - The expenses totaling 77,020 Dollars are directly related to the primary mission of Sigma Phi Epsilon; this includes philanthropic participation in the university and city community, recruitment events to increase membership in Sigma Phi Epsilon, membership events that build our members academically, physically, and spiritually, as well as miscellaneous expenses to ensure the chapter can run without issue or impact.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1As said in Schedule O.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Header, Line A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Zachary Zawila
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP Finance
ReturnHeader/BusinessOfficerGrp/PhoneNum07739518550
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA PHI EPSILON FRATERNITY INC
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0356067823
ReturnHeader/Filer/PhoneNum07799518550
ReturnHeader/Filer/USAddress/AddressLine1Txt0705 Mound Street
ReturnHeader/Filer/USAddress/CityNm0Valparaiso
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046383
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-04-07T18:04:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.