Civic Intelligence

Sigma Alpha Epsilon Fraternity

990EZ • Fiscal year 2019 • EIN 46-1490617

Jul 01, 2018 to Jun 30, 2019 • Filed on May 07, 2020

Organization ProfileWWW.UNCCSAE.COM
9201 University BoulevardCharlotte, NC 28223

(704) 675-2798

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

41st percentile

0.2%

Higher net margin than 41% of similar nonprofits.

2019 filings • NTEE B • <$500k nonprofits • Source year 2019

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.

2019 filings • NTEE B • <$500k nonprofits • Source year 2019

Asset Growth

55th percentile

6.1%

Faster asset growth than 55% of similar nonprofits.

2019 filings • NTEE B • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-42%

Faster revenue growth than 13% of similar nonprofits.

2019 filings • NTEE B • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$2,687

Up $154 (+6.1%) from 2018

Net Assets

Up

$2,687

Up $154 (+6.1%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin41st percentile

Revenue

Down

$64,379

Down $47,043 (-42%) from 2018

Expenses

Down

$64,225

Down $47,684 (-43%) from 2018

Net Income

Up

$154

Up $641 (+132%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2019

Assets$2,687
Liabilities-
Net Assets$2,687
Open 2019 Filing

Operations Trend

Revenue Growth13th 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

2019

Revenue$64,379
Expenses$64,225
Net Income$154
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 7, 2020
Return Version
2018v3.2
Gross Receipts
$64,379
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.

Program Services

DescriptionGrantsExpenses
CHAPTER PROGRAMMING FOR MEMBERS OF AN UNDERGRADUATE CHAPTER OF A NATIONAL COLLEGIATE SOCIAL FRATERNITY.--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EVAN DORSEYEminent TreaPT$0--
JACOB CURTISAlumni ChairPT$0--
NICK NARAINEminent DepPT$0--
RYAN WILLIEEminent ArchPT$0--
JACK SHABDUEHealth And SPT$0--
MATTHEW KOLFLATEminent RecoPT$0--
GAVIN GRAHAMRush ChairPT$0--
BLAKE MARIONScholarshipPT$0--
TYLER DAVISService/PhilPT$0--
TAYLOR SHANESocial ChairPT$0--
Filing and Contact Details

Filer

Filer Name
Sigma Alpha Epsilon Fraternity
EIN
46-1490617
Phone
7046752798
Address
9201 UNIVERSITY BOULEVARD, CHARLOTTE, NC 28223

Signing Officer

Name
Evan Dorsey
Title
Eminent Treasurer
Phone
9192085286
Signed
2020-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Elizabeth M Brewer
Phone
2057587754
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses chapter dues & fees 33,600 chapter operations 24,852 merchant discount fees 1,790 total 60,242”

Form 990-ez, Part III

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

Raw XML Appendix128 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028223
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02533
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0154
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03983
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00228
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EVAN DORSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JACOB CURTIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NICK NARAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RYAN WILLIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JACK SHABDUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MATTHEW KOLFLAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GAVIN GRAHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BLAKE MARION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8TYLER DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9TAYLOR SHANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EMINENT TREA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1ALUMNI CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EMINENT DEP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EMINENT ARCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4HEALTH AND S
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5EMINENT RECO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6RUSH CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SCHOLARSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SERVICE/PHIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9SOCIAL CHAIR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt060242
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE FRATERNITY'S MISSION IS ADVANCING THE HIGHEST STANDARDS OF FRIENDSHIP, SCHOLARSHIP, LEADERSHIP, AND SERVICE FOR OUR MEMBERS THOUGHOUT LIFE.
IRS990EZ/ProgramServiceRevenueAmt064379
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHAPTER PROGRAMMING FOR MEMBERS OF AN UNDERGRADUATE CHAPTER OF A NATIONAL COLLEGIATE SOCIAL FRATERNITY.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064225
IRS990EZ/TotalRevenueAmt064379
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.UNCCSAE.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CHAPTER DUES & FEES 33,600 CHAPTER OPERATIONS 24,852 MERCHANT DISCOUNT FEES 1,790 TOTAL 60,242
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FRATERNITY'S MISSION IS ADVANCING THE HIGHEST STANDARDS OF FRIENDSHIP, SCHOLARSHIP, LEADERSHIP, AND SERVICE FOR OUR MEMBERS THOUGHOUT LIFE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EVAN DORSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EMINENT TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09192085286
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA ALPHA EPSILON FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0NORTH CAROLINA BETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0461490617
ReturnHeader/Filer/PhoneNum07046752798
ReturnHeader/Filer/USAddress/AddressLine1Txt09201 UNIVERSITY BOULEVARD
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02020-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:33:33
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEK RESOURCE SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354031880
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH M BREWER
ReturnHeader/ReturnTs02020-05-08T08:33:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,687
Liabilities
-
Net assets
$2,687
Revenue
$64,379
Expenses
$64,225
Net income
$154
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$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