Civic Intelligence

University of Arizona Beta Chapter of Sigma Phi Epsilon Fraternity

EIN 46-1275278 • 501(c)7 • Tucson, AZ

Profile

To promote the social, intellectual, and moral development of University men of the University of Arizona Beta Chapter of Sigma Phi Epsilon Fraternity.

1614 E 1st StreetTucson, AZ 85719

sigep.org

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

501(c)7 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

501(c)7 • $500k-$1M nonprofits • Source year 2025

Net Margin

39th percentile

1.1%

Higher net margin than 39% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Assets

Up

$78,697

Up $6,071 (+8.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$78,697

Up $6,071 (+8.4%) from 2024

Revenue

Up

$535,957

Up $73,446 (+16%) from 2024

Expenses

Up

$529,886

Up $103,157 (+24%) from 2024

Net Income

Down

$6,071

Down $29,711 (-83%) from 2024

Trend Graphs

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2016: $42,986Liabilities 2016: $02016Assets 2017: $70,132Liabilities 2017: $02017Assets 2018: $38,650Liabilities 2018: $02018Assets 2019: $46,020Liabilities 2019: $0Net Assets 2019: $46,0202019Assets 2020: $52,933Liabilities 2020: $0Net Assets 2020: $52,9332020Assets 2022: $10,716Liabilities 2022: $0Net Assets 2022: $10,7162022Assets 2023: $36,844Liabilities 2023: $0Net Assets 2023: $36,8442023Assets 2024: $72,626Liabilities 2024: $0Net Assets 2024: $72,6262024Assets 2025: $78,697Liabilities 2025: $0Net Assets 2025: $78,6972025

Highlighted filing

2025

Assets$78,697
Liabilities$0
Net Assets$78,697

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2016: $126,629Expenses 2016: $128,635Net Income 2016: -$2,0062016Revenue 2017: $156,036Expenses 2017: $128,890Net Income 2017: $27,1462017Revenue 2018: $177,030Expenses 2018: $208,512Net Income 2018: -$31,4822018Revenue 2019: $291,959Expenses 2019: $284,589Net Income 2019: $7,3702019Revenue 2020: $179,665Expenses 2020: $150,246Net Income 2020: $29,4192020Revenue 2022: $307,825Expenses 2022: $350,042Net Income 2022: -$42,2172022Revenue 2023: $350,538Expenses 2023: $324,410Net Income 2023: $26,1282023Revenue 2024: $462,511Expenses 2024: $426,729Net Income 2024: $35,7822024Revenue 2025: $535,957Expenses 2025: $529,886Net Income 2025: $6,0712025

Highlighted filing

2025

Revenue$535,957
Expenses$529,886
Net Income$6,071

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.0
Gross Receipts
$537,157
Mission and Program Overview

Mission

To promote the social, intellectual, and moral development of University men of the University of Arizona Beta Chapter of Sigma Phi Epsilon Fraternity.

Social Club - Fraternity: 155 Members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$72,626$78,697▲ $6,071
Rtn Earn Endowment Incm Other Fnds$72,626$78,697▲ $6,071
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$72,626$78,697▲ $6,071
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$72,626$78,697▲ $6,071
Total Liabilities and Net Assets / Fund Balance$72,626$78,697▲ $6,071
Compensation and Service Providers

Board Members and Trustees

NameTitle
Josh BissendenPresident (end Nov 24)
Alec BauerPresident (start Nov 24)
Riley WidderVice President (end Nov 24)
Mateo RooneyVice President (start Nov 24)
Cole CousinoChaplain (end Nov 24)
Logan SolomonChaplain (start Nov 24)
Jacob WheelerRisk Manager (end Nov 24)
Pierce BaldwinRisk Manager (start Nov 24)
Jackson LaytonVP of Communications (end Nov 24)
Oscar SchwalbVP of Communications (start Nov 24)
Braden DixVP of Finance (end Nov 24)
Ryan FreidmanVP of Finance (start Nov 24)
Hudson GreenbergVP of Member Development (end Nov 24)
Jack GearyVP of Member Development (start Nov 24)
Andre KristalVP of Programming (end Nov 24)
Jack WilsonVP of Programming (start Nov 24)
Kai LaraVP of Recruitment (end Nov 24)
AJ AttaranVP of Recruitment (start Nov 24)
Revenue and Support

Revenue Composition

Contributions and Grants
$7,500
Program Service Revenue
$529,657
Investment Income
$0
Other Revenue
$-1,200
All Other Contributions
$0
Change in Net Assets
$6,071
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$521,886
Grants and Similar Amounts Paid$8,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$85,500
Payments to Affiliates---$76,000
Travel---$23,000
Fees for Services Accounting---$12,532
Grants to Domestic Orgs---$7,500
Other Expenses---$6,000
Conferences and Meetings---$5,000
Advertising---$4,000
Grants to Domestic Individuals---$500
Total Functional Expenses$0$0$0$529,886
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Big Brothers Big Sisters of Southern Arizona IncorporatedTucson, AZ501c3To support the Big Brothers Big Sisters mission: To create and support one to one relationships that ignite the power of promise and youth.$7,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,200
Fundraising Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
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
Yes
Management duties delegated
No

Governance Explanations

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

Other Persons: Chapter members have the ability to elect members to the governing body.

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

Other Persons: Designated governance decisions may be subject to a Chapter membership vote.

Form 990, Part VI, Section A, Line 8A

The governing body meets on a regular basis. Minutes are not taken at governing meetings.

Form 990, Part VI, Section A, Line 8B

Any committees utilized by the Chapter act in accordance with governing body directives. Minutes are not taken at committee meetings.

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

The Form 990 is being prepared by a Certified Public Accountant (CPA) in conjunction with the VP of Finance. Once completed, the VP of Finance will review with selected members of the governing body.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
University of Arizona SEC Chapter of Sigma Phi Epsilon Fraternity
EIN
46-1275278
Phone
8043531901
Address
1614 E 1st Street, Tucson, AZ 85719

Signing Officer

Name
Ryan Freidman
Title
VP of Finance
Phone
8043531901
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alec Bauer
Formed
1954
Legal Domicile
Az
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
155

Preparer

Preparer
Norman Klonowski CPA
Phone
5869426583
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IRS990/Form990PartVIISectionAGrp/PersonNm0Alec Bauer
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IRS990/Form990PartVIISectionAGrp/PersonNm2Mateo Rooney
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IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President (end Nov 24)
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP of Finance (start Nov 24)
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP of Finance (end Nov 24)
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IRS990/Form990PartVIISectionAGrp/TitleTxt7VP of Communications (end Nov 24)
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IRS990/Form990PartVIISectionAGrp/TitleTxt9Risk Manager (end Nov 24)
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IRS990/Form990PartVIISectionAGrp/TitleTxt11VP of Recruitment (end Nov 24)
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IRS990/Form990PartVIISectionAGrp/TitleTxt13VP of Member Development (end Nov 24)
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IRS990/Form990PartVIISectionAGrp/TitleTxt15Chaplain (end Nov 24)
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP of Programming (start Nov 24)
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP of Programming (end Nov 24)
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IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0To promote the social, intellectual, and moral development of University men of the University of Arizona Beta Chapter of Sigma Phi Epsilon Fraternity.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt072626
IRS990/NetAssetsOrFundBalancesEOYAmt078697
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-1200
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-1200
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt085500
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Chapter Operations
IRS990/OtherExpensesGrp/Desc1Chapter Meal Plan
IRS990/OtherExpensesGrp/Desc2Inter-Fraternity Council Dues
IRS990/OtherExpensesGrp/Desc3Fraternity Apparel
IRS990/OtherExpensesGrp/TotalAmt0164854
IRS990/OtherExpensesGrp/TotalAmt1132000
IRS990/OtherExpensesGrp/TotalAmt213000
IRS990/OtherExpensesGrp/TotalAmt36000
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt076000
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Alec Bauer
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0813410
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues and Assessments
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0529657
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0529657
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt010200
IRS990/PYGrantsAndSimilarPaidAmt010200
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0416529
IRS990/PYOtherRevenueAmt0-1000
IRS990/PYProgramServiceRevenueAmt0453311
IRS990/PYRevenuesLessExpensesAmt035782
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0426729
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0462511
IRS990/ReconcilationRevenueExpnssAmt06071
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0529657
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt072626
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt078697
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt07500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501c3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0To support the Big Brothers Big Sisters mission: To create and support one to one relationships that ignite the power of promise and youth.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Big Brothers Big Sisters of Southern Arizona Incorporated
IRS990ScheduleI/RecipientTable/RecipientEIN0860188050
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02552 N Alvernon Suite 110
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Tucson
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd085712
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Arizona Beta donated to the Big Brothers Big Sisters of Southern Arizona, a 501c3 public charity. Once donated, Arizona Beta does not track the use of the funds.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other Persons: Chapter members have the ability to elect members to the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Other Persons: Designated governance decisions may be subject to a Chapter membership vote.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The governing body meets on a regular basis. Minutes are not taken at governing meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Any committees utilized by the Chapter act in accordance with governing body directives. Minutes are not taken at committee meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Form 990 is being prepared by a Certified Public Accountant (CPA) in conjunction with the VP of Finance. Once completed, the VP of Finance will review with selected members of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section A, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00

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