Civic Intelligence

Sigma Alpha Epsilon Fraternity

990EZ • Fiscal year 2016 • EIN 46-1490617

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 20, 2016

9201 University City BlvdCharlotte, NC 28223

(704) 989-8541

Siviq Scores

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

Liabilities / Assets

65th percentile

0.00x

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

2016 filings • NTEE B • <$500k nonprofits • Source year 2016

Liabilities / Revenue

65th percentile

0.00x

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

2016 filings • NTEE B • <$500k nonprofits • Source year 2016

Net Margin

27th percentile

-7.7%

Higher net margin than 27% of similar nonprofits.

2016 filings • NTEE B • <$500k nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2016 filings • NTEE B • <$500k nonprofits • Source year 2016

Asset Growth

7th percentile

-49%

Faster asset growth than 7% of similar nonprofits.

2016 filings • NTEE B • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

73rd percentile

22%

Faster revenue growth than 73% of similar nonprofits.

2016 filings • NTEE B • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$8,296

Down $7,921 (-49%) from 2015

Net Assets

Down

$8,296

Down $7,921 (-49%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$103,476

Up $18,819 (+22%) from 2015

Expenses

Up

$111,397

Up $31,740 (+40%) from 2015

Net Income

Down

-$7,921

Down $12,921 (-258%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$8,296
Liabilities$0
Net Assets$8,296

Operations Trend

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

2016

Revenue$103,476
Expenses$111,397
Net Income-$7,921
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 20, 2016
Return Version
2015v2.1
Gross Receipts
$103,476
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.

College Fraternity/ Social Organization

Program Services

DescriptionGrantsExpenses
Promote the highest standards of friendship, scholarship and service for our 78 members, based upon the ideals set forth by our Founders and as specifically enunciated in our creed.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ryan CarrollEminent Archon (President)PT$0--
Jeremiah BellissimoEminent Deputy Archon (Vice President)PT$0--
Zach MarshallEminent TreasurerPT$0--
Brian ClemmEminent RecorderPT$0--
Filing and Contact Details

Filer

Filer Name
Sigma Alpha Epsilon - NC Beta
EIN
46-1490617
Phone
7049898541
Address
9201 University City Blvd, Charlotte, NC 28223

Signing Officer

Name
Zach Marshall
Title
Treasurer
Phone
7046417172
Signed
2016-11-20
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^Bank Fees;30|Brotherhood Events;32883|Campus Involvement;430|Chapterspot;3226|Composite;2675|IFC Dues;1130|MISC;4911|National Dues;34158|Member Reimbursements;400|Rush;1172|Social Events;22096|Supplies;5969|Tailgate;1984|Travel;333^Total;111397^

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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/AddressChangeInd0X
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Zach Marshall
IRS990EZ/BooksInCareOfDetail/PhoneNum07049898541
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01721 Thomas Combs Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028213
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016217
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08296
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-7921
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016217
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08296
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0103476
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum00228
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt0103476
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0103476
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt08296
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016217
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08296
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ryan Carroll
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jeremiah Bellissimo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Zach Marshall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Brian Clemm
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Eminent Archon (President)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Eminent Deputy Archon (Vice President)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Eminent Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Eminent Recorder
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0111397
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0College Fraternity/ Social Organization
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Promote the highest standards of friendship, scholarship and service for our 78 members, based upon the ideals set forth by our Founders and as specifically enunciated in our creed.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
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IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0111397
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0103476
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationOtherDesc0College Fraternity/Social Organization
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Bank Fees;30|Brotherhood Events;32883|Campus Involvement;430|Chapterspot;3226|Composite;2675|IFC Dues;1130|MISC;4911|National Dues;34158|Member Reimbursements;400|Rush;1172|Social Events;22096|Supplies;5969|Tailgate;1984|Travel;333^Total;111397^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0Our 990 form deadline was passed due to a mistake in transition of the old treasurer to the new treasurer. We had a new treasurer transition about a month ago due to the last treasurer leaving our chapter due to personal reasons. The 990 was overlooked.. We apologize for this unforeseen mistake and we will do our best to make sure we never let this happen again. We tried to get this form in and the form 8868 as soon as we realized we made our mistake.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Zach Marshall
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07046417172
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sigma Alpha Epsilon - NC Beta
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0461490617
ReturnHeader/Filer/PhoneNum07049898541
ReturnHeader/Filer/USAddress/AddressLine1Txt09201 University City Blvd
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028223
ReturnHeader/ReturnTs02016-11-20T18:18:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings