Civic Intelligence

Alpha of Wisconsin of Sigma Phi

EIN 39-6107913 • 501(c)2 • Madison, WI

Profile

Provide housing for fraternity members.

PO Box 5454Madison, WI 53705-5454

n/A

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

501(c)2 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

57th percentile

0.00x

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

501(c)2 • <$500k nonprofits • Source year 2025

Net Margin

61st percentile

12%

Higher net margin than 61% of similar nonprofits.

501(c)2 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

501(c)2 • <$500k nonprofits • Source year 2025

Asset Growth

79th percentile

3.0%

Faster asset growth than 79% of similar nonprofits.

501(c)2 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

56th percentile

0.2%

Faster revenue growth than 56% of similar nonprofits.

501(c)2 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$452,429

Up $13,128 (+3.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$452,429

Up $13,128 (+3.0%) from 2024

Operations
Liabilities / Revenue57th percentileNet Margin61st percentile

Revenue

Up

$97,057

Up $163 (+0.2%) from 2024

Expenses

Up

$85,149

Up $1,455 (+1.7%) from 2024

Net Income

Down

$11,908

Down $1,292 (-9.8%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

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

$600K$400K$200K$0Assets 2011: $414,159Liabilities 2011: $0Net Assets 2011: $414,1592011Assets 2012: $412,715Liabilities 2012: $0Net Assets 2012: $412,7152012Assets 2013: $409,229Liabilities 2013: $0Net Assets 2013: $409,2292013Assets 2014: $420,323Liabilities 2014: $0Net Assets 2014: $420,3232014Assets 2015: $413,328Liabilities 2015: $0Net Assets 2015: $413,3282015Assets 2016: $420,547Liabilities 2016: $0Net Assets 2016: $420,5472016Assets 2017: $434,866Liabilities 2017: $0Net Assets 2017: $434,8662017Assets 2018: $445,147Liabilities 2018: $0Net Assets 2018: $445,1472018Assets 2019: $433,425Liabilities 2019: $0Net Assets 2019: $433,4252019Assets 2020: $406,842Liabilities 2020: $0Net Assets 2020: $406,8422020Assets 2021: $401,203Liabilities 2021: $0Net Assets 2021: $401,2032021Assets 2022: $388,827Liabilities 2022: $0Net Assets 2022: $388,8272022Assets 2023: $424,628Liabilities 2023: $0Net Assets 2023: $424,6282023Assets 2024: $439,301Liabilities 2024: $0Net Assets 2024: $439,3012024Assets 2025: $452,429Liabilities 2025: $0Net Assets 2025: $452,4292025

Highlighted filing

2025

Assets$452,429
Liabilities$0
Net Assets$452,429
Open 2025 Filing

Operations Trend

Revenue Growth56th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $84,186Expenses 2011: $80,002Net Income 2011: $4,1842011Revenue 2012: $96,945Expenses 2012: $98,389Net Income 2012: -$1,4442012Revenue 2013: $77,469Expenses 2013: $80,955Net Income 2013: -$3,4862013Revenue 2014: $116,873Expenses 2014: $105,779Net Income 2014: $11,0942014Revenue 2015: $84,052Expenses 2015: $91,047Net Income 2015: -$6,9952015Revenue 2016: $87,898Expenses 2016: $80,679Net Income 2016: $7,2192016Revenue 2017: $79,494Expenses 2017: $65,175Net Income 2017: $14,3192017Revenue 2018: $81,185Expenses 2018: $72,639Net Income 2018: $8,5462018Revenue 2019: $93,614Expenses 2019: $103,451Net Income 2019: -$9,8372019Revenue 2020: $58,226Expenses 2020: $81,949Net Income 2020: -$23,7232020Revenue 2021: $54,327Expenses 2021: $65,563Net Income 2021: -$11,2362021Revenue 2022: $76,175Expenses 2022: $86,840Net Income 2022: -$10,6652022Revenue 2023: $112,197Expenses 2023: $77,875Net Income 2023: $34,3222023Revenue 2024: $96,894Expenses 2024: $83,694Net Income 2024: $13,2002024Revenue 2025: $97,057Expenses 2025: $85,149Net Income 2025: $11,9082025

Highlighted filing

2025

Revenue$97,057
Expenses$85,149
Net Income$11,908
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$452,429
Liabilities
$0
Net assets
$452,429
Revenue
$97,057
Expenses
$85,149
Net income
$11,908
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.97$0.85$0.12
2024Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.97$0.84$0.13
2023Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$1.12$0.78$0.34
2022Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.76$0.87$0.11
2021Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.54$0.66$0.11
2020Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.58$0.82$0.24
2019Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.94$1.03$0.10
2018Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.81$0.73$0.09
2017Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.79$0.65$0.14
2016Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.88$0.81$0.07
2015Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.84$0.91$0.07
2014Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$1.17$1.06$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.09$0.00$4.09$0.77$0.81$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.13$0.00$4.13$0.97$0.98$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.14$0.00$4.14$0.84$0.80$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 23, 2025
Return Version
2024v5.2
Gross Receipts
$97,057
Mission and Program Overview

Mission

Housing for fraternity members

Provide housing for fraternity members.

Program Services

DescriptionGrantsExpenses
ALPHA OF WISCONSIN OF SIGMA PHI PROVIDES A FRATERNAL SOCIAL ENVIRONMENT FOR 16 MEMBERS AT THE UNIVERSITY OF WISCONSIN-MADISON OF WHICH 11 MEMBERS RESIDED AT THE HOUSE.$0$0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAM MOOREPresident-$0--
MARSHALL SOLEMVice President-$0--
JASON HENNINGTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Alpha of Wisconsin of Sigma Phi
EIN
39-6107913
Phone
6082335359
Address
PO BOX 5454, MADISON, WI 53705-5454

Signing Officer

Name
Jason Henning
Title
Treasurer
Phone
6082335359
Signed
2025-09-23
Discuss with paid preparer
Yes

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PL STE 300, MADISON, WI 53713-4236
Preparer
Bruce Mayer CPA
Phone
6082744020
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: dividends. Amount: 922. Description: interest. Amount: 1,240. Total included on form 990-ez, line 4: 2,162.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: insurance rebate. Amount: 119.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: supplies. Amount: 6,665. Description: office expenses. Amount: 501. Description: insurance. Amount: 20,078. Description: conferences, conventions, and meetings. Amount: 2,545. Total to form 990-ez, line 16: 29,789.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized gain on investments. Amount: 1,220.”

Raw XML Appendix118 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/BooksInCareOfDetail/PersonNm0JASON HENNING
IRS990EZ/BooksInCareOfDetail/PhoneNum06082335359
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0106 N PROSPECT AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MADISON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053726
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt075690
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt088818
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0326
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt011908
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01925
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0439301
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0452429
IRS990EZ/GrossReceiptsAmt097057
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt02162
IRS990EZ/LandAndBuildingsGrp/BOYAmt0363611
IRS990EZ/LandAndBuildingsGrp/EOYAmt0363611
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt06707
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0439301
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0452429
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0439301
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0452429
IRS990EZ/OccupancyRentUtltsAndMaintAmt052773
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SAM MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARSHALL SOLEM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JASON HENNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt01220
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt029789
IRS990EZ/OtherRevenueTotalAmt0119
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE HOUSING FOR FRATERNITY MEMBERS.
IRS990EZ/PrintingPublicationsPostageAmt0662
IRS990EZ/ProgramServiceRevenueAmt087743
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ALPHA OF WISCONSIN OF SIGMA PHI PROVIDES A FRATERNAL SOCIAL ENVIRONMENT FOR 16 MEMBERS AT THE UNIVERSITY OF WISCONSIN-MADISON OF WHICH 11 MEMBERS RESIDED AT THE HOUSE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt085149
IRS990EZ/TotalRevenueAmt097057
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDENDS. AMOUNT: 922. DESCRIPTION: INTEREST. AMOUNT: 1,240. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 2,162.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INSURANCE REBATE. AMOUNT: 119.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: SUPPLIES. AMOUNT: 6,665. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 501. DESCRIPTION: INSURANCE. AMOUNT: 20,078. DESCRIPTION: CONFERENCES, CONVENTIONS, AND MEETINGS. AMOUNT: 2,545. TOTAL TO FORM 990-EZ, LINE 16: 29,789.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED GAIN ON INVESTMENTS. AMOUNT: 1,220.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON HENNING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06082335359
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA OF WISCONSIN OF SIGMA PHI
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0396107913
ReturnHeader/Filer/PhoneNum06082335359
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5454
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0537055454
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390974031
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEGNER CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02921 LANDMARK PL STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0537134236
ReturnHeader/PreparerPersonGrp/PhoneNum06082744020
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE MAYER CPA
ReturnHeader/ReturnTs02025-09-24T09:39:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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