Civic Intelligence

Sigma Phi Epsilon Educational Foundation of Nebraska

990 • Fiscal year 2018 • EIN 47-0688784

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 19, 2018

Organization ProfileN/A
9937 Harney PKWYOmaha, NE 68114

(402) 715-5224

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

4th percentile

-86%

Higher net margin than 4% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

9th percentile

-22%

Faster asset growth than 9% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

94th percentile

118%

Faster revenue growth than 94% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$789,988

Down $228,296 (-22%) from 2017

Net Assets

Down

$789,988

Down $98,943 (-11%) from 2017

Liabilities

Down

$0

Down $129,353 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin4th percentile

Revenue

Up

$115,066

Up $62,321 (+118%) from 2017

Expenses

Up

$214,009

Up $166,599 (+351%) from 2017

Net Income

Down

-$98,943

Down $104,278 (-1955%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$1.5M$1.0M$500K$0Assets 2014: $900,292Liabilities 2014: $0Net Assets 2014: $900,2922014Assets 2015: $907,392Liabilities 2015: $0Net Assets 2015: $907,3922015Assets 2016: $883,596Liabilities 2016: $0Net Assets 2016: $883,5962016Assets 2017: $1,018,284Liabilities 2017: $129,353Net Assets 2017: $888,9312017Assets 2018: $789,988Liabilities 2018: $0Net Assets 2018: $789,9882018Assets 2019: $807,517Liabilities 2019: $0Net Assets 2019: $807,5172019Assets 2020: $828,219Liabilities 2020: $0Net Assets 2020: $828,2192020Assets 2021: $802,067Liabilities 2021: $0Net Assets 2021: $802,0672021Assets 2022: $777,847Liabilities 2022: $0Net Assets 2022: $777,8472022Assets 2023: $749,766Liabilities 2023: $0Net Assets 2023: $749,7662023Assets 2024: $756,678Liabilities 2024: $0Net Assets 2024: $756,6782024

Highlighted filing

2018

Assets$789,988
Liabilities$0
Net Assets$789,988
Open 2018 Filing

Operations Trend

Revenue Growth94th percentile

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

$1.0M$500K$0-$500KRevenue 2014: $781,926Expenses 2014: $3,888Net Income 2014: $778,0382014Revenue 2015: $20,282Expenses 2015: $13,182Net Income 2015: $7,1002015Revenue 2016: $21,766Expenses 2016: $45,562Net Income 2016: -$23,7962016Revenue 2017: $52,745Expenses 2017: $47,410Net Income 2017: $5,3352017Revenue 2018: $115,066Expenses 2018: $214,009Net Income 2018: -$98,9432018Revenue 2019: $51,603Expenses 2019: $34,074Net Income 2019: $17,5292019Revenue 2020: $58,909Expenses 2020: $48,707Net Income 2020: $10,2022020Revenue 2021: $22,311Expenses 2021: $48,463Net Income 2021: -$26,1522021Revenue 2022: $24,418Expenses 2022: $48,638Net Income 2022: -$24,2202022Revenue 2023: $19,785Expenses 2023: $47,866Net Income 2023: -$28,0812023Revenue 2024: $55,307Expenses 2024: $48,395Net Income 2024: $6,9122024

Highlighted filing

2018

Revenue$115,066
Expenses$214,009
Net Income-$98,943
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 19, 2018
Return Version
2017v2.2
Gross Receipts
$220,429
Mission and Program Overview

Mission

Provide educational and scholarship support for Sigma Phi Epsilon Fraternity and university students.

Provide educational and scholarship support for university students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$888,931$789,988▼ $98,943
Investments in Publicly Traded Securities$563,151$499,592▼ $63,559
Savings and Temporary Cash Investments$258,820$289,097▲ $30,277
Receivable From Disqualified Prsn$193,674$0▼ $193,674
Cash and Non-Interest-Bearing Accounts$2,639$1,299▼ $1,340
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,018,284$789,988▼ $228,296
Other Assets Total-$0-
Liabilities
Other Liabilities$129,353--
Total Liabilities$129,353$0▼ $129,353
Net Assets / Fund Balance
Total Net Assets Fund Balance$888,931$789,988▼ $98,943
Total Liabilities and Net Assets / Fund Balance$1,018,284$789,988▼ $228,296
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Ryan MendlikTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$95,868
Program Service Revenue
$0
Investment Income
$19,198
Other Revenue
$0
All Other Contributions
$95,868
Change in Net Assets
$-98,943
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$204,500
Other Expenses$9,509
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$204,500--$204,500
Fees for Service Investment Mgmnt Fees-$6,304-$6,304
Fees for Services Accounting-$3,200-$3,200
Fees for Services Other-$5-$5
Total Functional Expenses$204,500$9,509$0$214,009
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of NE FoundationLincoln, NE-To provide educational support$131,000
Sigma Phi EpsilonLincoln, NE-To provide fellow and scholar funds$67,500
University of NebraskaLincoln, NE-To provide scholarships money$6,000
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons$193,674$0▼ $193,674
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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, Part VI, Line 11B: Form 990 Review Process

“Review of the final return was performed by the Treasurer.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Part VI, Section A, Line 2

“Chad Adams, President and member of the board of directors, and Todd Adams, member of the board of directors, have a family relationship and a business relationship.”

Part VI, Section A, Line 9

“Chad Adams, President and Director - 136 North Hillcrest, Ogallala, NE 69153Todd Adams, Director - 1224 Beal Street, Ogallala, NE 69153”

Filing and Contact Details

Filer

Filer Name
Sigma Phi Epsilon Educational Foundation
EIN
47-0688784
Phone
4027155224
Address
9937 Harney PKWY, Omaha, NE 68114

Signing Officer

Name
Ryan Mendlik
Title
Treasurer
Signed
2018-12-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ryan Mendlik
Formed
1991
Legal Domicile
Ne
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
5

Preparer

Firm
McFarlin & Brokke PC
Address
1910 South 72nd St Suite 200, Omaha, NE 68124-1734
Preparer
Michael Smith II
Phone
4023419441
Raw XML Appendix364 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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IRS990ScheduleA/FactsAndCircumstancesTestTxt0Current Year Facts and Circumstances: The [Sigma Phi Epsilon Educational Foundation of Nebraska, Inc.] (the Educational Foundation) meets the over 10% support test through various methods of public fundraising and public donors. The intent of the fundraising is to aid University students through scholarships and grants to University personnel to provide additional educational support. The board is well represented by community leaders throughout Nebraska, including Omaha and Ogallala. The Educational Foundation has broadly solicited donations from the public through mailings and other ad-hoc solicitations. Due to a large, one-time donation to endow its efforts, the organization receives a meaningful amount of investment income which warrants the documentation of this facts and circumstances test.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0During 2013, the organization received contributions of unusual grants in the amount of $775,000 from a single donor.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Support Schedule: Other Income Explanation
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0To provide fellow and scholar funds
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1To provide educational support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2To provide scholarships money
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Sigma Phi Epsilon
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1University of NE Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2University of Nebraska
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0601 N 16th Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11010 Lincoln Mall 300
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt23835 Holdrege Street
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Review of the final return was performed by the Treasurer.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Chad Adams, President and member of the board of directors, and Todd Adams, member of the board of directors, have a family relationship and a business relationship.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Chad Adams, President and Director - 136 North Hillcrest, Ogallala, NE 69153Todd Adams, Director - 1224 Beal Street, Ogallala, NE 69153
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part VI, Section A, Line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01018284
IRS990/TotalAssetsEOYAmt0789988
IRS990/TotalAssetsGrp/BOYAmt01018284
IRS990/TotalAssetsGrp/EOYAmt0789988
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt095868
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09509
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0204500
IRS990/TotalFunctionalExpensesGrp/TotalAmt0214009
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0129353
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0129353
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0888931
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0789988
IRS990/TotalProgramServiceExpensesAmt0204500
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt019198
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0115066
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01018284
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0789988
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt09937 Harney PKWY
IRS990/USAddress/CityNm0Omaha
IRS990/USAddress/StateAbbreviationCd0NE
IRS990/USAddress/ZIPCd068114
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ryan Mendlik
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sigma Phi Epsilon Educational Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0of Nebraska Inc
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0470688784
ReturnHeader/Filer/PhoneNum04027155224
ReturnHeader/Filer/USAddress/AddressLine1Txt09937 Harney PKWY
ReturnHeader/Filer/USAddress/CityNm0Omaha
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068114
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470543458
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0McFarlin & Brokke PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01910 South 72nd St Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Omaha
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0681241734
ReturnHeader/PreparerPersonGrp/PhoneNum04023419441
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Smith II
ReturnHeader/ReturnTs02018-12-19T11:35:42-08:00
ReturnHeader/ReturnTypeCd0990
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 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$789,988
Liabilities
$0
Net assets
$789,988
Revenue
$115,066
Expenses
$214,009
Net income
-$98,943
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.06$0.05$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.02$0.05$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.02$0.05$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.02$0.05$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.06$0.05$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.05$0.03$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.12$0.21$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.02$0.13$0.89$0.05$0.05$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.02$0.05$0.02
2015Summary only. Only limited summary data is available for this year.$0.91$0.00$0.91$0.02$0.01$0.01
2014Summary only. Only limited summary data is available for this year.$0.90$0.00$0.90$0.78$0.00$0.78