Civic Intelligence

Sigma Alpha Epsilon Fraternity

990EZ • Fiscal year 2018 • EIN 46-1490617

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 29, 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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

38th percentile

-0.4%

Higher net margin than 38% of similar nonprofits.

2018 filings • NTEE B • <$500k nonprofits • Source year 2018

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.

2018 filings • NTEE B • <$500k nonprofits • Source year 2018

Asset Growth

21st percentile

-16%

Faster asset growth than 21% of similar nonprofits.

2018 filings • NTEE B • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

52nd percentile

2.8%

Faster revenue growth than 52% of similar nonprofits.

2018 filings • NTEE B • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$2,533

Down $487 (-16%) from 2017

Net Assets

Down

$2,533

Down $487 (-16%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin38th percentile

Revenue

Up

$111,422

Up $3,085 (+2.8%) from 2017

Expenses

Down

$111,909

Down $1,704 (-1.5%) from 2017

Net Income

Up

-$487

Up $4,789 (+91%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2018

Assets$2,533
Liabilities-
Net Assets$2,533
Open 2018 Filing

Operations Trend

Revenue Growth52nd 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

2018

Revenue$111,422
Expenses$111,909
Net Income-$487
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 29, 2020
Return Version
2017v2.3
Gross Receipts
$111,422
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 fraternity's mission is advancing the highest standards of friendship, scholarship, leadership, and service for our members throught life.

Program Services

DescriptionGrantsExpenses
PROVIDE CHAPTER PROGRAMMING FOR LOCAL CHAPTER OF NATIONAL COLLEGIATE SOCIAL FRATERNITY.--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTHEW DORSEYEminent Trea-$0--
GAVIN GRAHAMRush Chair-$0--
JACK SHABDUEHealth & Saf-$0--
MATTHEW KOLFLATEminent Reco-$0--
NICK NARAINEminent Depu-$0--
RYAN WYLIEEminent Arch-$0--
JACOB CURTISAlumni Chair-$0--
BLAKE MARIONScholarship-$0--
TYLER DAVISService & Ph-$0--
TAYLOR SHANESocial Chair-$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
Matthew Dorsey
Title
Eminent Treasurer
Phone
9192085286
Signed
2020-04-29
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part III

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

Raw XML Appendix124 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/PhoneNum07046752798
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09201 UNIVERSITY BOULEVARD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028223
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03020
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02533
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-487
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0111909
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrossReceiptsAmt0111422
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00228
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03020
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02533
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03020
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02533
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9000.00
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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MATTHEW DORSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GAVIN GRAHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JACK SHABDUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MATTHEW KOLFLAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NICK NARAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RYAN WYLIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JACOB CURTIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BLAKE MARION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8TYLER DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9TAYLOR SHANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EMINENT TREA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1RUSH CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2HEALTH & SAF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EMINENT RECO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EMINENT DEPU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5EMINENT ARCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ALUMNI CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SCHOLARSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SERVICE & PH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9SOCIAL CHAIR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE FRATERNITY'S MISSION IS ADVANCING THE HIGHEST STANDARDS OF FRIENDSHIP, SCHOLARSHIP, LEADERSHIP, AND SERVICE FOR OUR MEMBERS THROUGHT LIFE.
IRS990EZ/ProgramServiceRevenueAmt0111422
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE CHAPTER PROGRAMMING FOR LOCAL CHAPTER OF NATIONAL COLLEGIATE SOCIAL FRATERNITY.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0111909
IRS990EZ/TotalRevenueAmt0111422
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.UNCCSAE.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FRATERNITY'S MISSION IS ADVANCING THE HIGHEST STANDARDS OF FRIENDSHIP, SCHOLARSHIP, LEADERSHIP, AND SERVICE FOR OUR MEMBERS THROUGHT LIFE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART III
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW DORSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EMINENT TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09192085286
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA ALPHA EPSILON FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0NORTH CAROLINA BETA
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0461490617
ReturnHeader/Filer/PhoneNum07046752798
ReturnHeader/Filer/USAddress/AddressLine1Txt09201 UNIVERSITY BOULEVARD
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028223
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05C4798222F0F3C143282ED16220AC27A82129D79
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0643C7DCECD5AEDD67178C0E2F74817975D3AA556
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02020-05-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:15:55
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/PreparationDt02020-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH BREWER
ReturnHeader/ReturnTs02020-05-07T11:15:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,533
Liabilities
-
Net assets
$2,533
Revenue
$111,422
Expenses
$111,909
Net income
-$487
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
2018Detailed filing. Detailed filing data is available for this year.$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