Civic Intelligence

Sigma Rho Incorporated

990EZ • Fiscal year 2021 • EIN 38-6091453

Jul 01, 2020 to Jun 30, 2021 • Filed on May 08, 2022

PO Box 155Houghton, MI 49931

(906) 482-3401

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

2021 filings • 501(c)2 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

43rd percentile

0.00x

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

2021 filings • 501(c)2 • <$500k nonprofits • Source year 2021

Net Margin

67th percentile

17%

Higher net margin than 67% of similar nonprofits.

2021 filings • 501(c)2 • <$500k nonprofits • Source year 2021

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2021 filings • 501(c)2 • <$500k nonprofits • Source year 2021

Asset Growth

63rd percentile

0.7%

Faster asset growth than 63% of similar nonprofits.

2021 filings • 501(c)2 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

2021 filings • 501(c)2 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$324,145

Up $2,132 (+0.7%) from 2020

Net Assets

Up

$324,145

Up $9,614 (+3.1%) from 2020

Liabilities

Down

$0

Down $7,482 (-100%) from 2020

Revenue

Down

$57,652

Down $7,045 (-11%) from 2020

Expenses

Down

$48,035

Down $1,009 (-2.1%) from 2020

Net Income

Down

$9,617

Down $6,036 (-39%) from 2020

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2018: $351,882Liabilities 2018: $49,146Net Assets 2018: $302,7362018Assets 2019: $329,906Liabilities 2019: $31,028Net Assets 2019: $298,8782019Assets 2020: $322,013Liabilities 2020: $7,482Net Assets 2020: $314,5312020Assets 2021: $324,145Liabilities 2021: $0Net Assets 2021: $324,1452021Assets 2022: $342,413Liabilities 2022: $0Net Assets 2022: $342,4132022Assets 2023: $352,532Liabilities 2023: $0Net Assets 2023: $352,5322023Assets 2024: $368,256Liabilities 2024: $0Net Assets 2024: $368,2562024Assets 2025: $420,583Net Assets 2025: $420,5832025

Highlighted filing

2021

Assets$324,145
Liabilities$0
Net Assets$324,145

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2018: $108,638Expenses 2018: $53,079Net Income 2018: $55,5592018Revenue 2019: $49,168Expenses 2019: $53,026Net Income 2019: -$3,8582019Revenue 2020: $64,697Expenses 2020: $49,044Net Income 2020: $15,6532020Revenue 2021: $57,652Expenses 2021: $48,035Net Income 2021: $9,6172021Revenue 2022: $69,800Expenses 2022: $52,121Net Income 2022: $17,6792022Revenue 2023: $68,587Expenses 2023: $58,468Net Income 2023: $10,1192023Revenue 2024: $68,364Expenses 2024: $52,641Net Income 2024: $15,7232024Revenue 2025: $112,742Expenses 2025: $60,415Net Income 2025: $52,3272025

Highlighted filing

2021

Revenue$57,652
Expenses$48,035
Net Income$9,617
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 8, 2022
Return Version
2020v4.0
Gross Receipts
$57,652
Mission and Program Overview

Mission

The fraternity promotes friendship and welfare among its members by providing a place to live and by organizing various social events.

Program Services

DescriptionGrantsExpenses
THE FRATERNITY PROMOTES FRIENDSHIP AND WELFARE AMONG ITS MEMBERS BY PROVIDING A PLACE TO LIVE AND BY ORGANIZING VARIOUS SOCIAL EVENTS.-$48,035
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUSTIN LEVANDEPresident-$0--
BILL DOREVice Preside-$0--
JAMES LEGRAYVice Preside-$0--
JON FURLICHTreasurer-$0--
HUNTER LEWISSecretary-$0--
TREVOR PEFFLEYDirector-$0--
BOB BARTOSHDirector-$0--
DAN HANNAHDirector-$0--
OWEN SOULLIEREDirector-$0--
JIM SCHMIERERStudent Advi-$0--
SPENCER PLUMMERHouse Archon-$0--
Filing and Contact Details

Filer

Filer Name
Sigma Rho Incorporated
EIN
38-6091453
Phone
9064823401
Address
PO BOX 155, HOUGHTON, MI 49931

Signing Officer

Name
Justin Levande
Title
President
Phone
9064823401
Signed
2022-05-08

Preparer

Firm
Rukkila Negro and Associates Cpas Pc
Address
310 SHELDEN AVENUE, HOUGHTON, MI 49931-1964
Preparer
Ryan a Markham
Phone
9064826601
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses insurance 21,240 bank charges 266 house supplies 243 website 282 rounding 1 non-investment depreciation 11,622 total 33,654

Form 990-ez, Part II, Line 24

Furniture and fixtures 13,550 13,550 less accumulated depreciation 12,388 13,046 total 1,162 504

Form 990-ez, Part II, Line 26

MORTGAGE PAYABLE 7,482 0

Form 990-ez, Part III

The fraternity promotes friendship and welfare among its members by providing a place to live and by organizing various social events.

Raw XML Appendix150 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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CompensationExplanation/CompensationExplanationGrp/PersonNm1BILL DORE
CompensationExplanation/CompensationExplanationGrp/PersonNm2JAMES LEGRAY
CompensationExplanation/CompensationExplanationGrp/PersonNm3JON FURLICH
CompensationExplanation/CompensationExplanationGrp/PersonNm4HUNTER LEWIS
CompensationExplanation/CompensationExplanationGrp/PersonNm5TREVOR PEFFLEY
CompensationExplanation/CompensationExplanationGrp/PersonNm6BOB BARTOSH
CompensationExplanation/CompensationExplanationGrp/PersonNm7DAN HANNAH
CompensationExplanation/CompensationExplanationGrp/PersonNm8OWEN SOULLIERE
CompensationExplanation/CompensationExplanationGrp/PersonNm9JIM SCHMIERER
CompensationExplanation/CompensationExplanationGrp/PersonNm10SPENCER PLUMMER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOUGHTON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JIM SCHMIERER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10SPENCER PLUMMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9STUDENT ADVI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10HOUSE ARCHON
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01162
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0504
IRS990EZ/OtherExpensesTotalAmt033654
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE FRATERNITY PROMOTES FRIENDSHIP AND WELFARE AMONG ITS MEMBERS BY PROVIDING A PLACE TO LIVE AND BY ORGANIZING VARIOUS SOCIAL EVENTS.
IRS990EZ/PrintingPublicationsPostageAmt0162
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt048035
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 21,240 BANK CHARGES 266 HOUSE SUPPLIES 243 WEBSITE 282 ROUNDING 1 NON-INVESTMENT DEPRECIATION 11,622 TOTAL 33,654
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FURNITURE AND FIXTURES 13,550 13,550 LESS ACCUMULATED DEPRECIATION 12,388 13,046 TOTAL 1,162 504
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MORTGAGE PAYABLE 7,482 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FRATERNITY PROMOTES FRIENDSHIP AND WELFARE AMONG ITS MEMBERS BY PROVIDING A PLACE TO LIVE AND BY ORGANIZING VARIOUS SOCIAL EVENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JUSTIN LEVANDE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09064823401
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA RHO INCORPORATED
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0386091453
ReturnHeader/Filer/PhoneNum09064823401
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 155
ReturnHeader/Filer/USAddress/CityNm0HOUGHTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049931
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383435918
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RUKKILA NEGRO AND ASSOCIATES CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0310 SHELDEN AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUGHTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0499311964
ReturnHeader/PreparerPersonGrp/PhoneNum09064826601
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN A MARKHAM
ReturnHeader/ReturnTs02022-05-16T09:15:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JUSTIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEVANDE
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings