Civic Intelligence

Sigma Alpha Epsilon Fraternity

990EZ • Fiscal year 2017 • EIN 46-1490617

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 17, 2018

Organization ProfileWWW.UNCCSAE.COM

Refreshing map…

9201 University BlvdCharlotte, NC 28223

(704) 915-2886

Siviq Scores

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

Liabilities / Assets

66th percentile

0.00x

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

2017 filings • NTEE B • <$500k nonprofits • Source year 2017

Liabilities / Revenue

66th percentile

0.00x

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

2017 filings • NTEE B • <$500k nonprofits • Source year 2017

Net Margin

30th percentile

-4.9%

Higher net margin than 30% of similar nonprofits.

2017 filings • NTEE B • <$500k nonprofits • Source year 2017

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2017 filings • NTEE B • <$500k nonprofits • Source year 2017

Asset Growth

4th percentile

-64%

Faster asset growth than 4% of similar nonprofits.

2017 filings • NTEE B • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

55th percentile

4.7%

Faster revenue growth than 55% of similar nonprofits.

2017 filings • NTEE B • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$3,020

Down $5,276 (-64%) from 2016

Net Assets

Down

$3,020

Down $5,276 (-64%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin30th percentile

Revenue

Up

$108,337

Up $4,861 (+4.7%) from 2016

Expenses

Up

$113,613

Up $2,216 (+2.0%) from 2016

Net Income

Up

-$5,276

Up $2,645 (+33%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$20K$15K$10K$5.0K$0Assets 2014: $11,217Liabilities 2014: $0Net Assets 2014: $11,2172014Assets 2015: $16,217Liabilities 2015: $0Net Assets 2015: $16,2172015Assets 2016: $8,296Liabilities 2016: $0Net Assets 2016: $8,2962016Assets 2017: $3,020Liabilities 2017: $0Net Assets 2017: $3,0202017Assets 2018: $2,533Net Assets 2018: $2,5332018Assets 2019: $2,687Net Assets 2019: $2,6872019

Highlighted filing

2017

Assets$3,020
Liabilities$0
Net Assets$3,020
Open 2017 Filing

Operations Trend

Revenue Growth55th percentile

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

$150K$100K$50K$0-$50KRevenue 2014: $82,989Expenses 2014: $80,350Net Income 2014: $2,6392014Revenue 2015: $84,657Expenses 2015: $79,657Net Income 2015: $5,0002015Revenue 2016: $103,476Expenses 2016: $111,397Net Income 2016: -$7,9212016Revenue 2017: $108,337Expenses 2017: $113,613Net Income 2017: -$5,2762017Revenue 2018: $111,422Expenses 2018: $111,909Net Income 2018: -$4872018Revenue 2019: $64,379Expenses 2019: $64,225Net Income 2019: $1542019

Highlighted filing

2017

Revenue$108,337
Expenses$113,613
Net Income-$5,276
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 17, 2018
Return Version
2016v3.0
Gross Receipts
$108,337
Mission and Program Overview

Mission

The fraternity's mission is advancing the highest standards of friendship, scholarship, leadership, and service for our members thoughout life.

The organization is a local chapter of national collegiate social fraternity whose purpose is to provide meals, housing and social programs for the local social fraternity members.

Program Services

DescriptionGrantsExpenses
PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS TO THE LOCAL SOCIAL FRATERNITY MEMBERS - A TOTAL OF 57 MEMBERS FOR THE YEAR.$0$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRAIN CLEMMEminent Archon-$0--
JACOB CURTISEminent Deputy Archon-$0--
JORDAN TOTHEminent Recorder-$0--
JOSHUA HANSELLEminent Treasurer-$0--
BRYSON TRAYWICKMember Educator-$0--
RYAN VERMILLIONRush/Recruitment Chairman-$0--
Filing and Contact Details

Filer

Filer Name
Sigma Alpha Epsilon - Nc Beta
EIN
46-1490617
Phone
7049152886
Address
9201 UNIVERSITY BLVD, CHARLOTTE, NC 28223

Signing Officer

Name
Joshua Hansell
Title
Treasurer
Phone
7049152886
Signed
2018-10-17
Discuss with paid preparer
Yes

Preparer

Firm
Omega Financial Inc
Address
1242 6TH AVENUE, COLUMBUS, GA 31901
Preparer
Melanie Powell CPA
Phone
7065710083
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: chapter dues/fees. Amount: 35,015. Description: chapter operations. Amount: 69,642. Description: kitchen expenses. Amount: 3,060. Description: philanthropy expenses. Amount: 1,586. Description: travel. Amount: 2,587. Total to form 990-ez, line 16: 111,890.”

Raw XML Appendix130 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOSHUA HANSELL
IRS990EZ/BooksInCareOfDetail/PhoneNum07049152886
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09201 UNIVERSITY CITY BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028213
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08296
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03020
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-5276
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01658
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08296
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03020
IRS990EZ/GrossReceiptsAmt0108337
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00228
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt05890
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0108337
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08296
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03020
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08296
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRAIN CLEMM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JACOB CURTIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JORDAN TOTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOSHUA HANSELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRYSON TRAYWICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RYAN VERMILLION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EMINENT ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EMINENT DEPUTY ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EMINENT RECORDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EMINENT TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER EDUCATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RUSH/RECRUITMENT CHAIRMAN
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0111890
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION IS A LOCAL CHAPTER OF NATIONAL COLLEGIATE SOCIAL FRATERNITY WHOSE PURPOSE IS TO PROVIDE MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS.
IRS990EZ/PrintingPublicationsPostageAmt065
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS TO THE LOCAL SOCIAL FRATERNITY MEMBERS - A TOTAL OF 57 MEMBERS FOR THE YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0113613
IRS990EZ/TotalRevenueAmt0108337
IRS990EZ/TypeOfOrganizationOtherDesc0FRATERNITY
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.UNCCSAE.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: CHAPTER DUES/FEES. AMOUNT: 35,015. DESCRIPTION: CHAPTER OPERATIONS. AMOUNT: 69,642. DESCRIPTION: KITCHEN EXPENSES. AMOUNT: 3,060. DESCRIPTION: PHILANTHROPY EXPENSES. AMOUNT: 1,586. DESCRIPTION: TRAVEL. AMOUNT: 2,587. TOTAL TO FORM 990-EZ, LINE 16: 111,890.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
ReasonableCauseExplanation/ExplanationTxt0THE ORGANIZATION'S OFFICERS ARE COMPRISED OF COLLEGE STUDENTS WHO SERVE IN THEIR CAPACITY AS OFFICERS ON A VOLUNTEER BASIS AND RECEIVE NO COMPENSATION FOR THEIR POSITION AS OFFICER. THE ORGANIZATION HAS HAD TURNOVER AMONG THE VARIOUS OFFICER POSITIONS IN THE CURRENT YEAR AND THE 990 FILING RESPONSIBILITIES WERE NOT WELL COMMUNICATED TO THE NEW OFFICERS. THE CURRENT OFFICERS REALIZED THAT THE 990 DUE DATE WAS ON 11/15/2017 AND IMMEDIATELY TOOK ACTION AND GATHERED THE INFORMATION NEEDED TO FILE A COMPLETE AND ACCURATE RETURN.THE ORGANIZATION HAS A HISTORY OF FILING THE 990 ON A TIMELY BASIS WITH THE EXCEPTION OF THE 990 FOR THE YEAR-ENDING 6/30/2017.BASED ON THE REASONS STATED ABOVE, WE ASK THAT YOU PLEASE WAIVE THE LATE FILING PENALTY. YOUR CONSIDERATION IN THE MATTER WILL BE GREATLY APPRECIATED.
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSHUA HANSELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07049152886
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA ALPHA EPSILON - NC BETA
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0461490617
ReturnHeader/Filer/PhoneNum07049152886
ReturnHeader/Filer/USAddress/AddressLine1Txt09201 UNIVERSITY BLVD
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028223
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId098E1BCF2646F9B7A3783EFE7E29D9676FD8635E3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId098E1BCF2646F9B7A3783EFE7E29D9676FD8635E3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.16.129.11
ReturnHeader/FilingSecurityInformation/IPDt02018-10-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:41:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582096979
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OMEGA FINANCIAL INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01242 6TH AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd031901
ReturnHeader/PreparerPersonGrp/PhoneNum07065710083
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELANIE POWELL CPA
ReturnHeader/ReturnTs02018-10-18T07:48:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,020
Liabilities
$0
Net assets
$3,020
Revenue
$108,337
Expenses
$113,613
Net income
-$5,276
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.03$0.64$0.64$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.03$1.11$1.12$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$1.08$1.14$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$1.03$1.11$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.85$0.80$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.83$0.80$0.03