Civic Intelligence

Sigma Phi Epsilon Fraternity Inc

990EZ • Fiscal year 2018 • EIN 42-0524734

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 04, 2019

1907 SW Precedence RdAnkeny, IA 50023

(515) 509-1857

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

62nd percentile

6.4%

Higher net margin than 62% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

30th percentile

-5.5%

Faster asset growth than 30% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2018

Revenue Growth

8th percentile

-34%

Faster revenue growth than 8% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2018

Assets

Down

$11,789

Down $2,197 (-16%) from 2015

Net Assets

Down

$11,789

Down $2,197 (-16%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$73,109

Down $177,176 (-71%) from 2015

Expenses

Down

$68,395

Down $177,617 (-72%) from 2015

Net Income

Up

$4,714

Up $441 (+10%) from 2015

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $66,588Liabilities 2011: $0Net Assets 2011: $66,5882011Assets 2012: $58,793Liabilities 2012: $0Net Assets 2012: $58,7932012Assets 2013: $24,690Liabilities 2013: $0Net Assets 2013: $24,6902013Assets 2014: $8,892Liabilities 2014: $0Net Assets 2014: $8,8922014Assets 2015: $13,986Liabilities 2015: $0Net Assets 2015: $13,9862015Assets 2018: $11,789Liabilities 2018: $0Net Assets 2018: $11,7892018Assets 2019: $27,845Liabilities 2019: $0Net Assets 2019: $27,8452019Assets 2020: $6,260Liabilities 2020: $0Net Assets 2020: $6,2602020Assets 2021: $37,210Liabilities 2021: $0Net Assets 2021: $37,2102021Assets 2022: $31,351Liabilities 2022: $0Net Assets 2022: $31,3512022

Highlighted filing

2018

Assets$11,789
Liabilities$0
Net Assets$11,789

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $313,711Expenses 2011: $306,293Net Income 2011: $7,4182011Revenue 2012: $350,783Expenses 2012: $356,282Net Income 2012: -$5,4992012Revenue 2013: $308,790Expenses 2013: $343,049Net Income 2013: -$34,2592013Revenue 2014: $321,607Expenses 2014: $337,404Net Income 2014: -$15,7972014Revenue 2015: $250,285Expenses 2015: $246,012Net Income 2015: $4,2732015Revenue 2018: $73,109Expenses 2018: $68,395Net Income 2018: $4,7142018Revenue 2019: $91,841Expenses 2019: $75,785Net Income 2019: $16,0562019Revenue 2020: $106,611Expenses 2020: $128,196Net Income 2020: -$21,5852020Revenue 2021: $89,256Expenses 2021: $58,306Net Income 2021: $30,9502021Revenue 2022: $145,630Expenses 2022: $151,489Net Income 2022: -$5,8592022

Highlighted filing

2018

Revenue$73,109
Expenses$68,395
Net Income$4,714
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 4, 2019
Return Version
2017v2.3
Gross Receipts
$73,109
Mission and Program Overview

Mission

Provide for members to continue educational, social and environmental learning.

Program Services

DescriptionGrantsExpenses
PROVIDE FOR MEMBERS TO CONTINUE EDUCATIONAL, SOCIAL AND ENVIRONMENTAL LEARNING.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATT SEBERGERAlumni Brd PPT$0--
NATE GREENTreasurerPT$0--
GAVIN QUINTEROChapter Pres-$0--
CHRIS NEUMANNVP Of Progra-$0--
PARKER COLLIERVP Of Financ-$0--
COLLIN JOHNSONVP Of Recrui-$0--
SAM GUPCHUPVP Of Member-$0--
ALEX PALENSKYVP Of Commun-$0--
Filing and Contact Details

Filer

Filer Name
Sigma Phi Epsilon Fraternity
EIN
42-0524734
Phone
5155091857
Address
1907 SW PRECEDENCE RD, ANKENY, IA 50023

Signing Officer

Name
Nate Green
Title
Treasurer
Phone
5155091857
Signed
2019-01-04

Preparer

Firm
Hogan - Hansen Pc
Address
2750 FIRST AVENUE NE SUITE 150, CEDAR RAPIDS, IA 52402-4800
Preparer
Kevin L Ballard CPA
Phone
3193668267
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Miscellaneous reimbursements 2,635 total 2,635

Form 990-ez, Part I, Line 16

Expenses t-shirts 2,085 house supplies 11,426 education and training 919 service charges/fees 48 website 330 travel 2,145 social events 1,837 dues 3,303 donations 1,225 composites 1,414 miscellaneous 4,161 total 28,893

Form 990-ez, Part III

Provide for members to continue educational, social and environmental learning.

Raw XML Appendix126 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0NATE GREEN
IRS990EZ/BooksInCareOfDetail/PhoneNum05155091857
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01907 SW PRECEDENCE RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ANKENY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050023
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07075
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011789
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04714
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07075
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011789
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04500
IRS990EZ/GrossReceiptsAmt073109
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00309
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt058620
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07075
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011789
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07075
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011789
IRS990EZ/OccupancyRentUtltsAndMaintAmt035002
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MATT SEBERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NATE GREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GAVIN QUINTERO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRIS NEUMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PARKER COLLIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5COLLIN JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SAM GUPCHUP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ALEX PALENSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0ALUMNI BRD P
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CHAPTER PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF PROGRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF FINANC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF RECRUI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP OF MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP OF COMMUN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt028893
IRS990EZ/OtherRevenueTotalAmt02635
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE FOR MEMBERS TO CONTINUE EDUCATIONAL, SOCIAL AND ENVIRONMENTAL LEARNING.
IRS990EZ/ProgramServiceRevenueAmt011854
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FOR MEMBERS TO CONTINUE EDUCATIONAL, SOCIAL AND ENVIRONMENTAL LEARNING.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt068395
IRS990EZ/TotalRevenueAmt073109
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.UIOWASIGEP.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS REIMBURSEMENTS 2,635 TOTAL 2,635
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES T-SHIRTS 2,085 HOUSE SUPPLIES 11,426 EDUCATION AND TRAINING 919 SERVICE CHARGES/FEES 48 WEBSITE 330 TRAVEL 2,145 SOCIAL EVENTS 1,837 DUES 3,303 DONATIONS 1,225 COMPOSITES 1,414 MISCELLANEOUS 4,161 TOTAL 28,893
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDE FOR MEMBERS TO CONTINUE EDUCATIONAL, SOCIAL AND ENVIRONMENTAL LEARNING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0NATE GREEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05155091857
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA PHI EPSILON FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0IA GAMMA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0420524734
ReturnHeader/Filer/PhoneNum05155091857
ReturnHeader/Filer/USAddress/AddressLine1Txt01907 SW PRECEDENCE RD
ReturnHeader/Filer/USAddress/CityNm0ANKENY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050023
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0992B3EC71801216984950F4B6C44E152065613F8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E4264119BD419E9C95928EA60F3EB967E6F2C406
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.84.74.94
ReturnHeader/FilingSecurityInformation/IPDt02019-01-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:45:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420991212
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOGAN - HANSEN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02750 FIRST AVENUE NE SUITE 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CEDAR RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0524024800
ReturnHeader/PreparerPersonGrp/PhoneNum03193668267
ReturnHeader/PreparerPersonGrp/PreparationDt02019-01-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN L BALLARD CPA
ReturnHeader/ReturnTs02019-01-21T10:45:04-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings