Liabilities / Assets
76th percentile
Higher debt load relative to assets than 76% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.10x
Liabilities / Revenue
75th percentile
Higher debt load relative to revenue than 75% of similar nonprofits.
Net Margin
9th percentile
Higher net margin than 9% of similar nonprofits.
Top Officer Pay
99th percentile
Higher top officer pay than 99% of similar nonprofits.
Top officer pay equals 13.6% of source-year revenue.
Asset Growth
13th percentile
Faster asset growth than 13% of similar nonprofits.
Revenue Growth
12th percentile
Faster revenue growth than 12% of similar nonprofits.
Balance Sheet
Assets
Down$158,601
Down $41,033 (-21%) from 2018
Net Assets
Down$142,612
Down $42,051 (-23%) from 2018
Liabilities
Up$15,989
Up $1,018 (+6.8%) from 2018
Revenue And Expenses
Revenue
Down$174,558
Down $56,377 (-24%) from 2018
Expenses
Down$216,609
Down $8,273 (-3.7%) from 2018
Net Income
Down-$42,051
Down $48,104 (-795%) from 2018
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Sep 1, 2018 to Aug 31, 2019
- Signed
- Dec 3, 2019
- Return Version
- 2018v3.1
- Gross Receipts
- $174,558
Mission and Program Overview
Mission
To provide room and board and conduct social events for approximately 50 sorority members
To provide room and board and conduct social events for approximately 44 sorority members
Program Services
| Description | Grants | Expenses |
|---|---|---|
| To provide room and board and conduct social events for approximately 44 sorority members | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Donna Winkler | House Director | FT | $23,792 | - | $23,792 |
| Laura Koopman | President | - | $0 | - | - |
| Rebecca Reznick | VP/Treasurer | - | $0 | - | - |
| Traci Ziemann | VP/Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Sigma Delta Tau-Alpha Upsilon
- EIN
- 37-0819623
- Phone
- 3097888174
- Address
- c/o Treasurer 1510 W Fredonia, Peoria, IL 61606
Signing Officer
- Name
- Laura Koopman
- Title
- President
- Signed
- 2019-12-03
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Gordon Stockman & Waugh PC
- Address
- 8726 N Industrial Rd, Peoria, IL 61615
- Preparer
- Matt Waugh
- Phone
- 3096924030
Supplemental Narrative
Additional Explanations
Other Expenses.1012
“Insurance $8263”
Other Expenses.1
“CHAPTER EXPENSES $41890”
Other Expenses.2
“HOUSING EXPENSES $40863”
Other Expenses.3
“Repairs/main facility $26242”
Other Expenses.4
“WATER AND SEWER $18715”
Other Expenses.5
“TELEPHONE $6329”
Other Expenses.6
“Collection Fees $5358”
Other Expenses.7
“TRASH DISPOSAL $2395”
Other Expenses.8
“UTILITIES $1725”
Other Expenses.9
“SUPPLIES $1612”
Other Expenses.10
“SNOW REMOVAL $440”
Other Expenses.11
“Alarm System $423”
Other Expenses.12
“Outside cleaning service $415”
Other Expenses.13
“MISCELLANEOUS $37”
Other Expenses.14
“Bank Charges $27”
Other Assets.1005
“Accounts Receivable - Beginning $43772 Accounts Receivable - Ending $44958”
Total Liabilities.1001
“Accounts Payable and Accrued Expenses - Beginning $3118 Accounts Payable and Accrued Expenses - Ending $2308”
Total Liabilities.1
“DEPOSIT LIABILITY - Beginning $11400 DEPOSIT LIABILITY - Ending $12400”
Total Liabilities.2
“WITHHELD PAYROLL TAXES - Beginning $399 WITHHELD PAYROLL TAXES - Ending $1260”
Total Liabilities.3
“ACCRUED UNEMPLOYMENT TAX - Beginning $54 ACCRUED UNEMPLOYMENT TAX - Ending $21”
Raw XML Appendix145 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Gordon Stockman Waugh PC |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 3096924030 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 8726 N Industrial Rd |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Peoria |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 61615 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 155862 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 113643 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -42051 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 7208 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 199634 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 158601 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 174558 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/GroupExemptionNum | 0 | 1026 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 253 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 184663 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 142612 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 184663 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 142612 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 40.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 23792 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Laura Koopman |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Rebecca Reznick |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Donna Winkler |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Traci Ziemann |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VP/Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | House Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | VP/TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 43772 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 44958 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 154734 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | To provide room and board and conduct social events for approximately 44 sorority members |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 174305 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | To provide room and board and conduct social events for approximately 44 sorority members |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 54667 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 14971 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 15989 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 216609 |
| IRS990EZ/TotalRevenueAmt | 0 | 174558 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Insurance $8263 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | CHAPTER EXPENSES $41890 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | HOUSING EXPENSES $40863 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | REPAIRS/MAIN FACILITY $26242 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | WATER AND SEWER $18715 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | TELEPHONE $6329 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Collection Fees $5358 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | TRASH DISPOSAL $2395 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | UTILITIES $1725 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | SUPPLIES $1612 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | SNOW REMOVAL $440 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Alarm System $423 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | OUTSIDE CLEANING SERVICE $415 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | MISCELLANEOUS $37 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 14 | Bank Charges $27 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 15 | Accounts Receivable - Beginning $43772 Accounts Receivable - Ending $44958 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 16 | Accounts Payable and Accrued Expenses - Beginning $3118 Accounts Payable and Accrued Expenses - Ending $2308 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 17 | DEPOSIT LIABILITY - Beginning $11400 DEPOSIT LIABILITY - Ending $12400 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 18 | WITHHELD PAYROLL TAXES - Beginning $399 WITHHELD PAYROLL TAXES - Ending $1260 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 19 | ACCRUED UNEMPLOYMENT TAX - Beginning $54 ACCRUED UNEMPLOYMENT TAX - Ending $21 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.7 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.9 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Expenses.10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Other Expenses.11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Other Expenses.12 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | Other Expenses.13 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 14 | Other Expenses.14 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 15 | Other Assets.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 16 | Total Liabilities.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 17 | Total Liabilities.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 18 | Total Liabilities.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 19 | Total Liabilities.3 |
| ReturnHeader/BuildTS | 0 | 2020-03-31 21:24:44Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Laura Koopman |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-12-03 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Sigma Delta Tau-Alpha Upsilon |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SIGM |
| ReturnHeader/Filer/EIN | 0 | 370819623 |
| ReturnHeader/Filer/PhoneNum | 0 | 3097888174 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | c/o Treasurer 1510 W Fredonia |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Peoria |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 61606 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 412110811 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Gordon Stockman & Waugh PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 8726 N Industrial Rd |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Peoria |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 61615 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3096924030 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Matt Waugh |
| ReturnHeader/ReturnTs | 0 | 2019-12-03T06:39:21-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-09-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-08-31 |
| ReturnHeader/TaxYr | 0 | 2018 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $158,601
- Liabilities
- $15,989
- Net assets
- $142,612
- Revenue
- $174,558
- Expenses
- $216,609
- Net income
- -$42,051