Civic Intelligence

Sigma Alpha Epsilon Educational & Charitable Fund - Mo Alpha Chapter

990 • Fiscal year 2014 • EIN 36-4660846

Jan 01, 2014 to Dec 31, 2014 • Filed on May 04, 2015

Organization ProfileN/A
5823 Wornall RdKansas City, MO 64113

(816) 547-9390

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 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

97th percentile

85%

Higher net margin than 97% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

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

Source year 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$0

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin97th percentile

Revenue

$228,510

No earlier filing loaded for comparison.

Expenses

$34,153

No earlier filing loaded for comparison.

Net Income

$194,357

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.

$600K$400K$200K$0Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $404,825Liabilities 2015: $0Net Assets 2015: $404,8252015Assets 2016: $177,665Liabilities 2016: $0Net Assets 2016: $177,6652016Assets 2017: $159,032Liabilities 2017: $0Net Assets 2017: $159,0322017Assets 2018: $169,937Liabilities 2018: $0Net Assets 2018: $169,9372018Assets 2019: $79,242Liabilities 2019: $0Net Assets 2019: $79,2422019Assets 2020: $124,608Liabilities 2020: $0Net Assets 2020: $124,6082020Assets 2021: $136,812Liabilities 2021: $0Net Assets 2021: $136,8122021

Highlighted filing

2014

Assets$0
Liabilities$0
Net Assets$0
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200K-$400KRevenue 2014: $228,510Expenses 2014: $34,153Net Income 2014: $194,3572014Revenue 2015: $271,144Expenses 2015: $95,804Net Income 2015: $175,3402015Revenue 2016: $294,134Expenses 2016: $521,294Net Income 2016: -$227,1602016Revenue 2017: $287,656Expenses 2017: $306,289Net Income 2017: -$18,6332017Revenue 2018: $159,314Expenses 2018: $151,441Net Income 2018: $7,8732018Revenue 2019: $13,382Expenses 2019: $104,077Net Income 2019: -$90,6952019Revenue 2020: $45,954Expenses 2020: $588Net Income 2020: $45,3662020Revenue 2021: $12,516Expenses 2021: $312Net Income 2021: $12,2042021

Highlighted filing

2014

Revenue$228,510
Expenses$34,153
Net Income$194,357
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 4, 2015
Return Version
2014v6.0
Gross Receipts
$228,510
Mission and Program Overview

Mission

To provide educational and charitable support to the Sigma Alpha Epsilon chapter at the University of MO. The organization will make grants that provide

To provide educational and charitable support to the Sigma Alpha Epsilon chapter at the University of MO. The organization will make grants that provide improvements, scholarships and support the mission of the chapter.

Balance Sheet Detail
LineBeginningEndChange
Assets
Total Assets$0$0→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$0$0→ $0
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Sean P HaggertyPresident & Treas
Matthew LeismanVice President
Rob BruerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$228,503
Program Service Revenue
$0
Investment Income
$7
Other Revenue
$0
All Other Contributions
$228,503
Change in Net Assets
$194,357

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Professional Fundraising Fees$34,153
Total Fundraising Expense$34,153
Grants and Similar Amounts Paid$0
Other Expenses$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Professional Fundraising--$34,153$34,153
Total Functional Expenses$0$0$34,153$34,153
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$34,153
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Sigma Alpha Epsilon Educational & Charitable Fund-mo Alpha
EIN
36-4660846
Phone
8165479390
Address
5823 WORNALL RD, KANSAS CITY, MO 64113

Signing Officer

Name
Sean P Haggerty
Title
President
Phone
8165479390
Signed
2015-05-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sean P Haggerty
Formed
2009
Legal Domicile
Mo
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
10

Preparer

Firm
Julia E Hampton CPA Pc
Address
26 SE 3rd STREET SUITE 200, LEES SUMMIT, MO 64063
Preparer
Julia Hampton CPA
Phone
8165540394
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The 990 is reviewed by the board of directors.”

Raw XML Appendix239 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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IRS990/ActivitiesConductedPrtshpInd0false
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IRS990/AllOtherContributionsAmt0228503
IRS990/BooksInCareOfDetail/PersonNm0SEAN P HAGGERTY
IRS990/BooksInCareOfDetail/PhoneNum08165479390
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05823 WORNALL RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0KANSAS CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd064113
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IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
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IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt00
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IRS990/CYTotalRevenueAmt0228510
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE ORGANIZATION IS IN THE PROCESS OF RAISING MONEY. OUR GOAL IS TO RECEIVE PLEDGES/CONTRIBUTIONS AMOUNTING TO $800,000 OR MORE BEFORE GRANTS WILL BE ISSUED. THE ORGANIZATION'S MISSION IS A LONG-TERM INITIATIVE AND WILL TAKE TIME TO EXECUTE ON THE MISSION. THE "REVENUE" REFERENCED SOLELY ACCOUNTS FOR CONTRIBUTIONS TO THE ORGANIZATION. THE ORGANIZATION DOES NOT EXPECT TO OFFER SERVICES OR PRODUCTS TO GENERATE REVENUE. THE ORGANIZATION INTENDS TO RELY SOLELY ON CONTRIBUTIONS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
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IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesProfFundraising/FundraisingAmt034153
IRS990/FeesForServicesProfFundraising/TotalAmt034153
IRS990/ForeignActivitiesInd0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0SEAN P HAGGERTY
IRS990/Form990PartVIISectionAGrp/PersonNm1MATTHEW LEISMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2ROB BRUER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & TREAS
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0228510
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InitialReturnInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MO
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide educational and
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0SEAN P HAGGERTY
IRS990/ProfessionalFundraisingInd0true
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0100050
IRS990/PYExcessBenefitTransInd0false
IRS990/PYRevenuesLessExpensesAmt0100050
IRS990/PYTotalRevenueAmt0100050
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0194357
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0228503
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0228503
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0228503
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0228503
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0228503
IRS990ScheduleA/Total509Grp/TotalAmt0228503
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0228503
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 is reviewed by the board of directors.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt00
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IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalVolunteersCnt010
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IRS990/UnrelatedBusIncmOverLimitInd0false
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IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd064113
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SEAN P HAGGERTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08165479390
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA ALPHA EPSILON EDUCATIONAL & CHARITABLE FUND-MO ALPHA
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0364660846
ReturnHeader/Filer/PhoneNum08165479390
ReturnHeader/Filer/USAddress/AddressLine1Txt05823 WORNALL RD
ReturnHeader/Filer/USAddress/CityNm0KANSAS CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064113
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JULIA E HAMPTON CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt026 SE 3rd STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEES SUMMIT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064063
ReturnHeader/PreparerPersonGrp/PhoneNum08165540394
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIA HAMPTON CPA
ReturnHeader/ReturnTs02016-05-02T13:30:06-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$228,510
Expenses
$34,153
Net income
$194,357
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.13$0.00$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.46$0.01$0.45
2019Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.13$1.04$0.91
2018Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$1.59$1.51$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$2.88$3.06$0.19
2016Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$2.94$5.21$2.27
2015Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$2.71$0.96$1.75
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.29$0.34$1.94