Civic Intelligence

Sigma Phi Epsilon Fraternity Alumni Inc

990 • Fiscal year 2021 • EIN 41-1348966

Jul 01, 2020 to Jun 30, 2021 • Filed on May 02, 2022

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

89th percentile

0.74x

Higher debt load relative to assets than 89% of similar nonprofits.

2021 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

91st percentile

3.29x

Higher debt load relative to revenue than 91% of similar nonprofits.

2021 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2021

Net Margin

7th percentile

-27%

Higher net margin than 7% of similar nonprofits.

2021 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2021

Asset Growth

77th percentile

15%

Faster asset growth than 77% of similar nonprofits.

2021 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

8th percentile

-33%

Faster revenue growth than 8% of similar nonprofits.

2021 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$1,487,775

Up $195,326 (+15%) from 2020

Net Assets

Down

$386,567

Down $89,836 (-19%) from 2020

Liabilities

Up

$1,101,208

Up $285,162 (+35%) from 2020

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin7th percentile

Revenue

Down

$334,423

Down $163,228 (-33%) from 2020

Expenses

Up

$424,259

Up $6,193 (+1.5%) from 2020

Net Income

Down

-$89,836

Down $169,421 (-213%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2021

Assets$1,487,775
Liabilities$1,101,208
Net Assets$386,567
Open 2021 Filing

Operations Trend

Revenue Growth8th 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

2021

Revenue$334,423
Expenses$424,259
Net Income-$89,836
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 2, 2022
Return Version
2020v4.2
Gross Receipts
$334,423
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$1,100,734$1,173,923▲ $73,189
Rtn Earn Endowment Incm Other Fnds$476,403$386,567▼ $89,836
Cash and Non-Interest-Bearing Accounts$162,652$280,092▲ $117,440
Investments in Publicly Traded Securities$22,626$28,773▲ $6,147
Intangible Assets$6,437$4,987▼ $1,450
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,292,449$1,487,775▲ $195,326
Liabilities
Mortgage Notes Payable Secured by Investment Property$813,046$1,098,208▲ $285,162
Other Liabilities$3,000$3,000→ $0
Total Liabilities$816,046$1,101,208▲ $285,162
Net Assets / Fund Balance
Total Net Assets Fund Balance$476,403$386,567▼ $89,836
Total Liabilities and Net Assets / Fund Balance$1,292,449$1,487,775▲ $195,326

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,073,923$798,208$1,872,131
Land$100,000-$100,000
Equipment$0$50,034$50,034
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Jeff SomrockPresident
Austin FrosigSecretary
Danny CzajaTreasurer
Scott PalmerVP Alumni Relations
Jason SomrockVP Facilities
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$338,832
Investment Income
$-4,409
Other Revenue
$0
Change in Net Assets
$-89,836
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$424,259
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest---$64,689
Depreciation Depletion---$58,393
Occupancy---$38,561
Payments to Affiliates---$25,017
Insurance---$23,065
All Other Expenses---$5,716
Fees for Services Accounting---$5,155
Fees for Services Other---$3,983
Other Expenses---$888
Fees for Service Investment Mgmnt Fees---$247
Total Functional Expenses$0$0$0$424,259
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 35% controlled entity
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
2022-05-02
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
0
Volunteers
11

Preparer

Firm
Baker Tilly US Llp
Address
225 S 6TH ST 2300, MINNEAPOLIS, MN 55402
Preparer
Lawrence H Mohr CPA
Phone
6128764500
Raw XML Appendix309 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.
IRS990/AllOtherExpensesGrp/TotalAmt05716
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DANIEL J CZAJA JR
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP FACILITIES
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP ALUMNI RELATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
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IRS990/GrossReceiptsForPublicUseAmt00
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IRS990/InsuranceGrp/TotalAmt023065
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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/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/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
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IRS990/TotalLiabilitiesBOYAmt0816046
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IRS990/TotalLiabilitiesGrp/EOYAmt01101208
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0476403
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0386567
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0338832
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0338832
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0334423
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-4409
IRS990/TotalVolunteersCnt011
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01487775
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/USAddress/ZIPCd055437
IRS990/VotingMembersGoverningBodyCnt07
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ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,487,775
Liabilities
$1,101,208
Net assets
$386,567
Revenue
$334,423
Expenses
$424,259
Net income
-$89,836
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