Civic Intelligence

Sigma Phi Epsilon Fraternity Inc

990EZ • Fiscal year 2019 • EIN 42-0524734

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 24, 2020

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

81st percentile

17%

Higher net margin than 81% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

97th percentile

136%

Faster asset growth than 97% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

86th percentile

26%

Faster revenue growth than 86% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$27,845

Up $16,056 (+136%) from 2018

Net Assets

Up

$27,845

Up $16,056 (+136%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$91,841

Up $18,732 (+26%) from 2018

Expenses

Up

$75,785

Up $7,390 (+11%) from 2018

Net Income

Up

$16,056

Up $11,342 (+241%) from 2018

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

2019

Assets$27,845
Liabilities$0
Net Assets$27,845

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

2019

Revenue$91,841
Expenses$75,785
Net Income$16,056
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 24, 2020
Return Version
2018v3.2
Gross Receipts
$91,841
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 P-$0--
NATE GREENTreasurer-$0--
SAMAY GUPCHUPVP Of Progra-$0--
ALEX PALENSKYVP Of Financ-$0--
JACOB DUFFVP Of Recrui-$0--
SAMPSON BURKENVP Of Member-$0--
SCOTT SHAWChapter Coun-$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
2020-01-24
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 8

Miscellaneous reimbursements 3,045 total 3,045

Form 990-ez, Part I, Line 16

Expenses t-shirts 8,499 house supplies 1,330 education and training 1,809 service charges/fees 28 website 80 travel 1,285 social events 2,215 dues 6,728 donations 314 composites 1,177 miscellaneous 8,603 total 32,068

Form 990-ez, Part III

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

Raw XML Appendix120 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/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/BOYAmt011789
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027845
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016056
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011789
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027845
IRS990EZ/GrossReceiptsAmt091841
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00309
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt088796
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011789
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027845
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011789
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027845
IRS990EZ/OccupancyRentUtltsAndMaintAmt043717
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MATT SEBERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NATE GREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SAMAY GUPCHUP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALEX PALENSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JACOB DUFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SAMPSON BURKEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SCOTT SHAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0ALUMNI BRD P
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP OF PROGRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF FINANC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF RECRUI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CHAPTER COUN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt032068
IRS990EZ/OtherRevenueTotalAmt03045
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE FOR MEMBERS TO CONTINUE EDUCATIONAL, SOCIAL AND ENVIRONMENTAL LEARNING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FOR MEMBERS TO CONTINUE EDUCATIONAL, SOCIAL AND ENVIRONMENTAL LEARNING.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt075785
IRS990EZ/TotalRevenueAmt091841
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS REIMBURSEMENTS 3,045 TOTAL 3,045
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES T-SHIRTS 8,499 HOUSE SUPPLIES 1,330 EDUCATION AND TRAINING 1,809 SERVICE CHARGES/FEES 28 WEBSITE 80 TRAVEL 1,285 SOCIAL EVENTS 2,215 DUES 6,728 DONATIONS 314 COMPOSITES 1,177 MISCELLANEOUS 8,603 TOTAL 32,068
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/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NATE GREEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05155091857
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-24
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/AtSubmissionCreationDeviceId07E71948D5194833668740AD3D59A1C41DDEAEB31
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId060192D189E4FDD59867B20E92F44B1A65D60B650
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.84.74.94
ReturnHeader/FilingSecurityInformation/IPDt02020-03-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:37:06
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/PreparationDt02020-01-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER J DECKER CPA
ReturnHeader/ReturnTs02020-03-05T10:37:06-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings