Civic Intelligence

Oklahoma Beta of Sigma Phi Epsilon

990 • Fiscal year 2022 • EIN 46-5602096

Sep 01, 2021 to Aug 31, 2022 • Filed on Jul 13, 2022

Organization ProfileN/A
PO Box 30005Edmond, OK 73003

(405) 528-5100

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.44x

Higher debt load relative to assets than 72% of similar nonprofits.

2022 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

74th percentile

0.93x

Higher debt load relative to revenue than 74% of similar nonprofits.

2022 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2022

Net Margin

54th percentile

8.1%

Higher net margin than 54% of similar nonprofits.

2022 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2022

Asset Growth

48th percentile

1.6%

Faster asset growth than 48% of similar nonprofits.

2022 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

69th percentile

20%

Faster revenue growth than 69% of similar nonprofits.

2022 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$1,765,917

Up $27,049 (+1.6%) from 2021

Net Assets

Up

$985,039

Up $67,372 (+7.3%) from 2021

Liabilities

Down

$780,878

Down $40,323 (-4.9%) from 2021

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin54th percentile

Revenue

Up

$836,159

Up $140,517 (+20%) from 2021

Expenses

Up

$768,787

Up $100,383 (+15%) from 2021

Net Income

Up

$67,372

Up $40,134 (+147%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2015: $1,529,977Liabilities 2015: $66,750Net Assets 2015: $1,463,2272015Assets 2016: $1,714,041Liabilities 2016: $893,705Net Assets 2016: $820,3362016Assets 2017: $1,712,881Liabilities 2017: $871,610Net Assets 2017: $841,2712017Assets 2018: $1,498,286Liabilities 2018: $834,473Net Assets 2018: $663,8132018Assets 2019: $1,642,547Liabilities 2019: $849,146Net Assets 2019: $793,4012019Assets 2020: $1,708,744Liabilities 2020: $818,315Net Assets 2020: $890,4292020Assets 2021: $1,738,868Liabilities 2021: $821,201Net Assets 2021: $917,6672021Assets 2022: $1,765,917Liabilities 2022: $780,878Net Assets 2022: $985,0392022Assets 2023: $1,659,089Liabilities 2023: $749,414Net Assets 2023: $909,6752023Assets 2024: $1,675,177Liabilities 2024: $732,996Net Assets 2024: $942,1812024

Highlighted filing

2022

Assets$1,765,917
Liabilities$780,878
Net Assets$985,039
Open 2022 Filing

Operations Trend

Revenue Growth69th percentile

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

$1.0M$500K$0-$500KRevenue 2015: $956,652Expenses 2015: $655,701Net Income 2015: $300,9512015Revenue 2016: $823,053Expenses 2016: $677,081Net Income 2016: $145,9722016Revenue 2017: $583,053Expenses 2017: $562,118Net Income 2017: $20,9352017Revenue 2018: $472,144Expenses 2018: $649,600Net Income 2018: -$177,4562018Revenue 2019: $703,498Expenses 2019: $621,740Net Income 2019: $81,7582019Revenue 2020: $629,240Expenses 2020: $532,212Net Income 2020: $97,0282020Revenue 2021: $695,642Expenses 2021: $668,404Net Income 2021: $27,2382021Revenue 2022: $836,159Expenses 2022: $768,787Net Income 2022: $67,3722022Revenue 2023: $713,125Expenses 2023: $788,489Net Income 2023: -$75,3642023Revenue 2024: $713,278Expenses 2024: $680,772Net Income 2024: $32,5062024

Highlighted filing

2022

Revenue$836,159
Expenses$768,787
Net Income$67,372
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Jul 13, 2022
Return Version
2021v4.0
Gross Receipts
$836,159
Mission and Program Overview

Mission

Housing for undergraduate fraternity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,079,816$1,018,024▼ $61,792
Cash and Non-Interest-Bearing Accounts$596,640$530,973▼ $65,667
Savings and Temporary Cash Investments$62,412$216,920▲ $154,508
Total Assets$1,738,868$1,765,917▲ $27,049
Liabilities
Mortgage Notes Payable Secured by Investment Property$731,859$706,501▼ $25,358
Other Liabilities$74,438$74,377▼ $61
Accounts Payable and Accrued Expenses$14,904--
Total Liabilities$821,201$780,878▼ $40,323
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$917,667$985,039▲ $67,372
Total Net Assets Fund Balance$917,667$985,039▲ $67,372
Total Liabilities and Net Assets / Fund Balance$1,738,868$1,765,917▲ $27,049

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$808,087$873,991$1,682,078
Land$200,000-$200,000
Other Land Buildings$9,937$169,221$179,158
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Jamon HerndonPresident
Marc GanzBalanced Man
Andy FugittChapter Coun
Rich WagerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$836,121
Investment Income
$38
Other Revenue
$0
Change in Net Assets
$67,372
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$768,787
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$90,211--$90,211
Occupancy$80,435--$80,435
Depreciation Depletion$61,792--$61,792
Interest$27,516--$27,516
Other Expenses$25,162--$25,162
Insurance$11,604--$11,604
Total Functional Expenses$768,787$0$0$768,787
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposits on Hand$74,377
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
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The form 990 is reviewed by the board of directors.”

Form 990, Page 6, Part VI, Line 19

“These documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Oklahoma Beta of Sigma Phi Epsilon
EIN
46-5602096
Phone
4055285100
Address
PO BOX 30005, EDMOND, OK 73003

Signing Officer

Name
Rich Wager
Title
Treasurer
Phone
4055285100
Signed
2022-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jamon Herndon
Legal Domicile
Ok
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Bell & Rhodes Pc
Address
14220 BARBOUR AVE, OKLAHOMA CITY, OK 73134
Preparer
Michael L Rhodes
Phone
4053412863
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Outside contract services 23,890 0 0 appliance service & renta 17,968 0 0 cleaning and hh suupplies 11,614 0 0 miscellaneous 9,787 0 0 office stipends 7,438 0 0 alumni/chapter relations 5,182 0 0 regional director vol svc 5,000 0 0 information systems/it 3,815 0 0 parking reimbursements 1,918 0 0 business expenses 1,733 0 0 philanthropy 1,636 0 0 meals for meetings 230 0 0 total 90,211 0 0”

Form 990, Part XI, Line 9

“Transfer from affiliate 0 member contributions 0”

Raw XML Appendix283 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THESE DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OUTSIDE CONTRACT SERVICES 23,890 0 0 APPLIANCE SERVICE & RENTA 17,968 0 0 CLEANING AND HH SUUPPLIES 11,614 0 0 MISCELLANEOUS 9,787 0 0 OFFICE STIPENDS 7,438 0 0 ALUMNI/CHAPTER RELATIONS 5,182 0 0 REGIONAL DIRECTOR VOL SVC 5,000 0 0 INFORMATION SYSTEMS/IT 3,815 0 0 PARKING REIMBURSEMENTS 1,918 0 0 BUSINESS EXPENSES 1,733 0 0 PHILANTHROPY 1,636 0 0 MEALS FOR MEETINGS 230 0 0 TOTAL 90,211 0 0
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-13
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ReturnHeader/ReturnTs02023-07-13T17:02:04-04:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,765,917
Liabilities
$780,878
Net assets
$985,039
Revenue
$836,159
Expenses
$768,787
Net income
$67,372
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.68$0.73$0.94$0.71$0.68$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.66$0.75$0.91$0.71$0.79$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.77$0.78$0.99$0.84$0.77$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.74$0.82$0.92$0.70$0.67$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.71$0.82$0.89$0.63$0.53$0.10
2019Summary only. Only limited summary data is available for this year.$1.64$0.85$0.79$0.70$0.62$0.08
2018Summary only. Only limited summary data is available for this year.$1.50$0.83$0.66$0.47$0.65$0.18
2017Summary only. Only limited summary data is available for this year.$1.71$0.87$0.84$0.58$0.56$0.02
2016Summary only. Only limited summary data is available for this year.$1.71$0.89$0.82$0.82$0.68$0.15
2015Summary only. Only limited summary data is available for this year.$1.53$0.07$1.46$0.96$0.66$0.30