Civic Intelligence

Sigma Phi Epsilon Fraternity Alumni Inc

990 • Fiscal year 2019 • EIN 41-1348966

Jul 01, 2018 to Jun 30, 2019 • Filed on May 07, 2020

Organization ProfileN/A
5123 W 98th Street No 1074Bloomington, MN 55437

(612) 840-0431

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.68x

Higher debt load relative to assets than 83% of similar nonprofits.

2019 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

86th percentile

1.93x

Higher debt load relative to revenue than 86% of similar nonprofits.

2019 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2019

Net Margin

13th percentile

-11%

Higher net margin than 13% of similar nonprofits.

2019 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2019 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2019

Asset Growth

16th percentile

-5.2%

Faster asset growth than 16% of similar nonprofits.

2019 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

12th percentile

-12%

Faster revenue growth than 12% of similar nonprofits.

2019 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$1,243,525

Down $68,868 (-5.2%) from 2018

Net Assets

Down

$396,818

Down $45,512 (-10%) from 2018

Liabilities

Down

$846,707

Down $23,356 (-2.7%) from 2018

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin13th percentile

Revenue

Down

$438,939

Down $61,180 (-12%) from 2018

Expenses

Up

$486,066

Up $32,329 (+7.1%) from 2018

Net Income

Down

-$47,127

Down $93,509 (-202%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $855,740Liabilities 2012: $650,301Net Assets 2012: $205,4392012Assets 2013: $890,967Liabilities 2013: $651,861Net Assets 2013: $239,1062013Assets 2014: $878,173Liabilities 2014: $601,125Net Assets 2014: $277,0482014Assets 2015: $838,925Liabilities 2015: $547,394Net Assets 2015: $291,5312015Assets 2016: $855,494Liabilities 2016: $490,528Net Assets 2016: $364,9662016Assets 2017: $1,290,802Liabilities 2017: $895,227Net Assets 2017: $395,5752017Assets 2018: $1,312,393Liabilities 2018: $870,063Net Assets 2018: $442,3302018Assets 2019: $1,243,525Liabilities 2019: $846,707Net Assets 2019: $396,8182019Assets 2020: $1,292,449Liabilities 2020: $816,046Net Assets 2020: $476,4032020Assets 2021: $1,487,775Liabilities 2021: $1,101,208Net Assets 2021: $386,5672021Assets 2022: $1,429,479Liabilities 2022: $1,068,472Net Assets 2022: $361,0072022Assets 2023: $1,360,255Liabilities 2023: $1,007,410Net Assets 2023: $352,8452023Assets 2024: $1,323,663Liabilities 2024: $984,169Net Assets 2024: $339,4942024Assets 2025: $1,247,457Liabilities 2025: $907,596Net Assets 2025: $339,8612025

Highlighted filing

2019

Assets$1,243,525
Liabilities$846,707
Net Assets$396,818
Open 2019 Filing

Operations Trend

Revenue Growth12th percentile

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

$600K$400K$200K$0-$200KExpenses 2012: $303,4602012Expenses 2013: $347,2072013Revenue 2014: $391,826Expenses 2014: $355,635Net Income 2014: $36,1912014Revenue 2015: $397,079Expenses 2015: $381,970Net Income 2015: $15,1092015Revenue 2016: $437,166Expenses 2016: $362,893Net Income 2016: $74,2732016Revenue 2017: $467,037Expenses 2017: $437,768Net Income 2017: $29,2692017Revenue 2018: $500,119Expenses 2018: $453,737Net Income 2018: $46,3822018Revenue 2019: $438,939Expenses 2019: $486,066Net Income 2019: -$47,1272019Revenue 2020: $497,651Expenses 2020: $418,066Net Income 2020: $79,5852020Revenue 2021: $334,423Expenses 2021: $424,259Net Income 2021: -$89,8362021Revenue 2022: $512,768Expenses 2022: $538,328Net Income 2022: -$25,5602022Revenue 2023: $516,572Expenses 2023: $524,734Net Income 2023: -$8,1622023Revenue 2024: $569,301Expenses 2024: $565,545Net Income 2024: $3,7562024Revenue 2025: $311,222Expenses 2025: $305,701Net Income 2025: $5,5212025

Highlighted filing

2019

Revenue$438,939
Expenses$486,066
Net Income-$47,127
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 7, 2020
Return Version
2018v3.1
Gross Receipts
$439,241
Mission and Program Overview

Mission

Sigma phi epsilon is a local collegiate social fraternity focused on the development of leadership skills of its membership. The organization conducts, but is not limited to, leadership training, athletics, social events and academic skill building. Membership includes the option of lodging and meals.

Sigma phi epsilon is a local collegiate social fraternity focused on the development of leadership skills of its membership. The organization conducts, but is not limited to, leadership training, athletics, social events, and academic skill building. Membership includes the option of lodging and meals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,169,976$1,140,539▼ $29,437
Rtn Earn Endowment Incm Other Fnds$442,330$396,818▼ $45,512
Cash and Non-Interest-Bearing Accounts$115,810$74,630▼ $41,180
Investments in Publicly Traded Securities$17,270$20,469▲ $3,199
Intangible Assets$9,337$7,887▼ $1,450
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,312,393$1,243,525▼ $68,868
Liabilities
Mortgage Notes Payable Secured by Investment Property$870,063$843,707▼ $26,356
Other Liabilities$0$3,000▲ $3,000
Total Liabilities$870,063$846,707▼ $23,356
Net Assets / Fund Balance
Total Net Assets Fund Balance$442,330$396,818▼ $45,512
Total Liabilities and Net Assets / Fund Balance$1,312,393$1,243,525▼ $68,868

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,036,423$694,261$1,730,684
Land$100,000-$100,000
Equipment$4,116$45,917$50,033
Compensation and Service Providers
Top Officer Pay73rd percentile

Board Members and Trustees

NameTitle
Jeff SomrockPresident
Scott PalmerVice President/alumni Relations
Jason SomrockVice President/facilities
Marvin MarshakDirector/ Faculty Fellow
Luke CardonaDirector/chapter Counselor
John PenshornSecretary
Danny CzajaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$438,129
Investment Income
$810
Other Revenue
$0
Change in Net Assets
$-47,127
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$482,412
Salaries, Compensation, and Employee Benefits$3,654
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest---$65,430
Depreciation Depletion---$52,240
Occupancy---$36,416
Insurance---$30,920
Payments to Affiliates---$18,761
All Other Expenses---$13,747
Other Expenses---$5,924
Fees for Services Other---$4,481
Fees for Services Accounting---$4,060
Other Salaries and Wages---$2,841
Payroll Taxes---$813
Fees for Service Investment Mgmnt Fees---$148
Total Functional Expenses$0$0$0$486,066
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
T-shirt Deposits$3,000
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

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Jeff somrock and jason somrock have a family relationship.”

Form 990, Part VI, Section A, Line 6

“The organization is comprised of members. A member is defined as any person who has been initiated in the minnesota alpha chapter of sigma phi epsilon fraternity and which person is not an undergraduate at any college or university; or any person who is a member of the national fraternity; or any person who by 75% vote of the trustees is elected to honorary membership in the organization.”

Form 990, Part VI, Section A, Line 7A

“The governing body of the organization is elected once each year by vote of a majority of the members present at the organization's annual meeting.”

Form 990, Part VI, Section B, Line 11B

“The form 990 was reviewed by the entire board of directors before it was filed with the irs.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Sigma Phi Epsilon Fraternity Alumniinc
EIN
41-1348966
Phone
6128400431
Address
5123 W 98TH STREET NO 1074, BLOOMINGTON, MN 55437

Signing Officer

Name
Daniel J Czaja Jr
Title
Treasurer
Phone
6128400431
Signed
2020-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel J Czaja Jr
Formed
1949
Legal Domicile
Mn
Voting Board Members
7
Independent Board Members
7
Employees
1
Volunteers
6

Preparer

Firm
Baker Tilly Virchow Krause Llp
Address
225 S 6TH ST 2300, MINNEAPOLIS, MN 55402
Preparer
Lawrence H Mohr CPA
Phone
6128764500
Raw XML Appendix334 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/ActivityOrMissionDesc0SIGMA PHI EPSILON IS A LOCAL COLLEGIATE SOCIAL FRATERNITY FOCUSED ON THE DEVELOPMENT OF LEADERSHIP SKILLS OF ITS MEMBERSHIP. THE ORGANIZATION CONDUCTS, BUT IS NOT LIMITED TO, LEADERSHIP TRAINING, ATHLETICS, SOCIAL EVENTS, AND ACADEMIC SKILL BUILDING. MEMBERSHIP INCLUDES THE OPTION OF LODGING AND MEALS.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/PersonNm5LUKE CARDONA
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT/FACILITIES
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT/ALUMNI RELATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR/CHAPTER COUNSELOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR/ FACULTY FELLOW
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IRS990/FSAuditedInd00
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IRS990/GainOrLossGrp/SecuritiesAmt0-302
IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt01112
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IRS990/IRPDocumentW2GCnt00
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IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SIGMA PHI EPSILON IS A LOCAL COLLEGIATE SOCIAL FRATERNITY FOCUSED ON THE DEVELOPMENT OF LEADERSHIP SKILLS OF ITS MEMBERSHIP. THE ORGANIZATION CONDUCTS, BUT IS NOT LIMITED TO, LEADERSHIP TRAINING, ATHLETICS, SOCIAL EVENTS AND ACADEMIC SKILL BUILDING. MEMBERSHIP INCLUDES THE OPTION OF LODGING AND MEALS.
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IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/EquipmentGrp/BookValueAmt04116
IRS990ScheduleD/EquipmentGrp/DepreciationAmt045917
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt050033
IRS990ScheduleD/LandGrp/BookValueAmt0100000
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0T-SHIRT DEPOSITS
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IRS990ScheduleD/TotalLiabilityAmt03000
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JEFF SOMROCK AND JASON SOMROCK HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS COMPRISED OF MEMBERS. A MEMBER IS DEFINED AS ANY PERSON WHO HAS BEEN INITIATED IN THE MINNESOTA ALPHA CHAPTER OF SIGMA PHI EPSILON FRATERNITY AND WHICH PERSON IS NOT AN UNDERGRADUATE AT ANY COLLEGE OR UNIVERSITY; OR ANY PERSON WHO IS A MEMBER OF THE NATIONAL FRATERNITY; OR ANY PERSON WHO BY 75% VOTE OF THE TRUSTEES IS ELECTED TO HONORARY MEMBERSHIP IN THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING BODY OF THE ORGANIZATION IS ELECTED ONCE EACH YEAR BY VOTE OF A MAJORITY OF THE MEMBERS PRESENT AT THE ORGANIZATION'S ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 WAS REVIEWED BY THE ENTIRE BOARD OF DIRECTORS BEFORE IT WAS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01312393
IRS990/TotalAssetsEOYAmt01243525
IRS990/TotalAssetsGrp/BOYAmt01312393
IRS990/TotalAssetsGrp/EOYAmt01243525
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt01
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IRS990/TotalGrossUBIAmt0810
IRS990/TotalLiabilitiesBOYAmt0870063
IRS990/TotalLiabilitiesEOYAmt0846707
IRS990/TotalLiabilitiesGrp/BOYAmt0870063
IRS990/TotalLiabilitiesGrp/EOYAmt0846707
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0438129
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0438129
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0438939
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0810
IRS990/TotalVolunteersCnt06
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01243525
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055437
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
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IRS990/WhistleblowerPolicyInd00
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY VIRCHOW KRAUSE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 S 6TH ST 2300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
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ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE H MOHR CPA
ReturnHeader/ReturnTs02020-05-08T10:30:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,243,525
Liabilities
$846,707
Net assets
$396,818
Revenue
$438,939
Expenses
$486,066
Net income
-$47,127
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.91$0.34$0.31$0.31$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.32$0.98$0.34$0.57$0.57$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.36$1.01$0.35$0.52$0.52$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.43$1.07$0.36$0.51$0.54$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.49$1.10$0.39$0.33$0.42$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.29$0.82$0.48$0.50$0.42$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.24$0.85$0.40$0.44$0.49$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.31$0.87$0.44$0.50$0.45$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.29$0.90$0.40$0.47$0.44$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.86$0.49$0.36$0.44$0.36$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.84$0.55$0.29$0.40$0.38$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.88$0.60$0.28$0.39$0.36$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.65$0.24$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.65$0.21$0.30