Civic Intelligence

Sigma Phi Epsilon Educational Foundation of Nebraska

990 • Fiscal year 2023 • EIN 47-0688784

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 30, 2024

Organization ProfileN/A
603 S 96th StOmaha, NE 68114

(402) 715-5224

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

3rd percentile

-142%

Higher net margin than 3% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

29th percentile

-3.6%

Faster asset growth than 29% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

18th percentile

-19%

Faster revenue growth than 18% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$749,766

Down $28,081 (-3.6%) from 2022

Net Assets

Down

$749,766

Down $28,081 (-3.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin3rd percentile

Revenue

Down

$19,785

Down $4,633 (-19%) from 2022

Expenses

Down

$47,866

Down $772 (-1.6%) from 2022

Net Income

Down

-$28,081

Down $3,861 (-16%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2023

Assets$749,766
Liabilities$0
Net Assets$749,766
Open 2023 Filing

Operations Trend

Revenue Growth18th 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

2023

Revenue$19,785
Expenses$47,866
Net Income-$28,081
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 30, 2024
Return Version
2022v5.0
Gross Receipts
$105,760
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$777,847$749,766▼ $28,081
Investments in Publicly Traded Securities$509,569$499,201▼ $10,368
Savings and Temporary Cash Investments$268,278$250,565▼ $17,713
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$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$777,847$749,766▼ $28,081
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$777,847$749,766▼ $28,081
Total Liabilities and Net Assets / Fund Balance$777,847$749,766▼ $28,081
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Ryan MendlikTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$200
Program Service Revenue
$0
Investment Income
$19,585
Other Revenue
$0
All Other Contributions
$200
Change in Net Assets
$-28,081
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$39,750
Other Expenses$8,116
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$39,750--$39,750
Fees for Service Investment Mgmnt Fees-$6,916-$6,916
Fees for Services Accounting-$1,200-$1,200
Total Functional Expenses$39,750$8,116$0$47,866
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of NE FoundationLincoln, NE-To provide educational support$39,750
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-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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, Part VI, Section B, Line 11B

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

Form 990, Part VI, Section C, Line 19

“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
603 S 96th St, Omaha, NE 68114

Signing Officer

Name
Ryan Mendlik
Title
Treasurer
Signed
2024-04-30
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
14400 BRANCH SUITE 501, OMAHA, NE 68154
Preparer
Michael Smith II
Phone
4023419441
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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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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, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part VI, Section A, Line 9
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0777847
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0749766
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0603 S 96th St
IRS990/USAddress/CityNm0Omaha
IRS990/USAddress/StateAbbreviationCd0NE
IRS990/USAddress/ZIPCd068114
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ryan Mendlik
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-30
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/AddressLine1Txt0603 S 96th St
ReturnHeader/Filer/USAddress/CityNm0Omaha
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068114
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470543458
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCFARLIN & BROKKE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014400 BRANCH SUITE 501
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OMAHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd068154
ReturnHeader/PreparerPersonGrp/PhoneNum04023419441
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Smith II
ReturnHeader/ReturnTs02024-04-30T09:22:25-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ryan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Mendlik
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$749,766
Liabilities
$0
Net assets
$749,766
Revenue
$19,785
Expenses
$47,866
Net income
-$28,081
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