Civic Intelligence

Sigma Chi Fraternity Pi Chapter

990EZ • Fiscal year 2021 • EIN 36-3385964

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 30, 2022

800 Lakeshore DriveBirmingham, AL 35229

(770) 548-2807

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

62nd percentile

12%

Higher net margin than 62% 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

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Assets

$43,627

No earlier filing loaded for comparison.

Net Assets

$43,627

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$85,971

No earlier filing loaded for comparison.

Expenses

$75,284

No earlier filing loaded for comparison.

Net Income

$10,687

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2021: $43,627Net Assets 2021: $43,6272021Assets 2022: $43,627Net Assets 2022: $43,6272022Assets 2023: $18,648Net Assets 2023: $18,6482023Assets 2024: $14,021Net Assets 2024: $14,0212024Assets 2025: $15,055Net Assets 2025: $15,0552025

Highlighted filing

2021

Assets$43,627
Liabilities-
Net Assets$43,627

Operations Trend

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

$200K$100K$0-$100KRevenue 2021: $85,971Expenses 2021: $75,284Net Income 2021: $10,6872021Revenue 2022: $85,971Expenses 2022: $75,284Net Income 2022: $10,6872022Revenue 2023: $144,280Expenses 2023: $135,980Net Income 2023: $8,3002023Revenue 2024: $168,713Expenses 2024: $173,340Net Income 2024: -$4,6272024Revenue 2025: $199,813Expenses 2025: $198,779Net Income 2025: $1,0342025

Highlighted filing

2021

Revenue$85,971
Expenses$75,284
Net Income$10,687
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 30, 2022
Return Version
2020v4.0
Gross Receipts
$85,971
Mission and Program Overview

Mission

To operate the local chapter of sigma chi fraternity pi chapter at samford university, a college social fraternity. Specifically, to promote the social, intellectual, and moral development of college and university men, both members and pledges of sigma chi fraternity. To continue among graduate members the close friendship and loyalty inspired and stabilized by mutual aid and understanding. To support the education of members and outstanding scholars, to assist members in time of need, and to support selected humanitarian activities. Our organization supports numerous charitable organizations and we hold many community service events annually, such as derby days to support cancer research. We also participate in krach transformational workshops each summer and hold weekly chapter meetings. We also hold rush events to market our organization to potential new members.

Program Services

DescriptionGrantsExpenses
CHAPTER EXPENSES--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AUBREY BREEDPresidentPT$0--
ANDREW CALTONVice PresidePT$0--
TUCKER BRYANSecretaryPT$0--
BO DAVIESTreasurerPT$0--
JONATHAN LEHMANMagisterPT$0--
MITCHELL KINGRENRisk ManagerPT$0--
COOPER REYNOLDSJACKSON MCKINNEYRush ChairPT$0--
HILTON FRANCINEBILL MOUCHETTESocial ChairPT$0--
LUKE MIDDLETONScholarshipPT$0--
PARKS HARRISONHouse ManagePT$0--
SAM SIEFKERitual ChairPT$0--
Filing and Contact Details

Filer

Filer Name
Sigma Chi Fraternity Pi Chapter
EIN
36-3385964
Phone
7705482807
Address
800 LAKESHORE DRIVE, BIRMINGHAM, AL 35229

Signing Officer

Name
Bo Davies
Title
Treasurer
Phone
7705482807
Signed
2022-09-30
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez

An extension was filed. The return is being filed late due to the discovery that the organization had been approved as tax exempt. Please waive any fees if possible. Thank you in advance.

Form 990-ez, Part III

To operate the local chapter of sigma chi fraternity pi chapter at samford university, a college social fraternity. Specifically, to promote the social, intellectual, and moral development of college and university men, both members and pledges of sigma chi fraternity. To continue among graduate members the close friendship and loyalty inspired and stabilized by mutual aid and understanding. To support the education of members and outstanding scholars, to assist members in time of need, and to support selected humanitarian activities. Our organization supports numerous charitable organizations and we hold many community service events annually, such as derby days to support cancer research. We also participate in krach transformational workshops each summer and hold weekly chapter meetings. We also hold rush events to market our organization to potential new members.

Form 990-ez, Part III, Line 31

CHAPTER EXPENSES

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CompensationExplanation/CompensationExplanationGrp/PersonNm3BO DAVIES
CompensationExplanation/CompensationExplanationGrp/PersonNm4JONATHAN LEHMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm5MITCHELL KINGREN
CompensationExplanation/CompensationExplanationGrp/PersonNm6COOPER REYNOLDSJACKSON MCKINNEY
CompensationExplanation/CompensationExplanationGrp/PersonNm7HILTON FRANCINEBILL MOUCHETTE
CompensationExplanation/CompensationExplanationGrp/PersonNm8LUKE MIDDLETON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7HILTON FRANCINEBILL MOUCHETTE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10SAM SIEFKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MAGISTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RISK MANAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6RUSH CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SOCIAL CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SCHOLARSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9HOUSE MANAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10RITUAL CHAIR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO OPERATE THE LOCAL CHAPTER OF SIGMA CHI FRATERNITY PI CHAPTER AT SAMFORD UNIVERSITY, A COLLEGE SOCIAL FRATERNITY. SPECIFICALLY, TO PROMOTE THE SOCIAL, INTELLECTUAL, AND MORAL DEVELOPMENT OF COLLEGE AND UNIVERSITY MEN, BOTH MEMBERS AND PLEDGES OF SIGMA CHI FRATERNITY. TO CONTINUE AMONG GRADUATE MEMBERS THE CLOSE FRIENDSHIP AND LOYALTY INSPIRED AND STABILIZED BY MUTUAL AID AND UNDERSTANDING. TO SUPPORT THE EDUCATION OF MEMBERS AND OUTSTANDING SCHOLARS, TO ASSIST MEMBERS IN TIME OF NEED, AND TO SUPPORT SELECTED HUMANITARIAN ACTIVITIES. OUR ORGANIZATION SUPPORTS NUMEROUS CHARITABLE ORGANIZATIONS AND WE HOLD MANY COMMUNITY SERVICE EVENTS ANNUALLY, SUCH AS DERBY DAYS TO SUPPORT CANCER RESEARCH. WE ALSO PARTICIPATE IN KRACH TRANSFORMATIONAL WORKSHOPS EACH SUMMER AND HOLD WEEKLY CHAPTER MEETINGS. WE ALSO HOLD RUSH EVENTS TO MARKET OUR ORGANIZATION TO POTENTIAL NEW MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHAPTER EXPENSES
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IRS990EZ/TotalRevenueAmt085971
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AN EXTENSION WAS FILED. THE RETURN IS BEING FILED LATE DUE TO THE DISCOVERY THAT THE ORGANIZATION HAD BEEN APPROVED AS TAX EXEMPT. PLEASE WAIVE ANY FEES IF POSSIBLE. THANK YOU IN ADVANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO OPERATE THE LOCAL CHAPTER OF SIGMA CHI FRATERNITY PI CHAPTER AT SAMFORD UNIVERSITY, A COLLEGE SOCIAL FRATERNITY. SPECIFICALLY, TO PROMOTE THE SOCIAL, INTELLECTUAL, AND MORAL DEVELOPMENT OF COLLEGE AND UNIVERSITY MEN, BOTH MEMBERS AND PLEDGES OF SIGMA CHI FRATERNITY. TO CONTINUE AMONG GRADUATE MEMBERS THE CLOSE FRIENDSHIP AND LOYALTY INSPIRED AND STABILIZED BY MUTUAL AID AND UNDERSTANDING. TO SUPPORT THE EDUCATION OF MEMBERS AND OUTSTANDING SCHOLARS, TO ASSIST MEMBERS IN TIME OF NEED, AND TO SUPPORT SELECTED HUMANITARIAN ACTIVITIES. OUR ORGANIZATION SUPPORTS NUMEROUS CHARITABLE ORGANIZATIONS AND WE HOLD MANY COMMUNITY SERVICE EVENTS ANNUALLY, SUCH AS DERBY DAYS TO SUPPORT CANCER RESEARCH. WE ALSO PARTICIPATE IN KRACH TRANSFORMATIONAL WORKSHOPS EACH SUMMER AND HOLD WEEKLY CHAPTER MEETINGS. WE ALSO HOLD RUSH EVENTS TO MARKET OUR ORGANIZATION TO POTENTIAL NEW MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHAPTER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/ReturnTs02022-11-01T10:54:56-04:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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