Civic Intelligence

Sigma Phi Epsilon Fraternity Inc

EIN 48-0569438 • 501(c)7 • Baldwin City, KS

990-N Coverage

Profile

Fraternity housing at baker university, baldwin city, ks

412 6th StreetBaldwin City, KS 66006

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2021

Net Margin

46th percentile

0.6%

Higher net margin than 46% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2021

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

62nd percentile

5.2%

Faster asset growth than 62% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

160%

Faster revenue growth than 97% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$6,645

Down $14,446 (-68%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$6,645

Down $14,446 (-68%) from 2021

Revenue

Up

$180,544

Up $10,014 (+5.9%) from 2021

Expenses

Up

$183,417

Up $13,929 (+8.2%) from 2021

Net Income

Down

-$2,873

Down $3,915 (-376%) from 2021

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2011: $31,685Liabilities 2011: $02011Assets 2012: $31,200Liabilities 2012: $02012Assets 2013: $28,409Liabilities 2013: $02013Assets 2014: $9,681Liabilities 2014: $0Net Assets 2014: $9,6812014Assets 2015: $8,429Liabilities 2015: $0Net Assets 2015: $8,4292015Assets 2016: $7,307Liabilities 2016: $0Net Assets 2016: $7,3072016Assets 2020: $20,049Liabilities 2020: $0Net Assets 2020: $20,0492020Assets 2021: $21,091Liabilities 2021: $0Net Assets 2021: $21,0912021Assets 2023: $6,645Liabilities 2023: $0Net Assets 2023: $6,6452023

Highlighted filing

2023

Assets$6,645
Liabilities$0
Net Assets$6,645

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2011: $33,447Expenses 2011: $36,375Net Income 2011: -$2,9282011Revenue 2012: $9,811Expenses 2012: $10,296Net Income 2012: -$4852012Revenue 2013: $7,281Expenses 2013: $10,072Net Income 2013: -$2,7912013Revenue 2014: $5,749Expenses 2014: $7,265Net Income 2014: -$1,5162014Revenue 2015: $8,986Expenses 2015: $10,238Net Income 2015: -$1,2522015Revenue 2016: $8,189Expenses 2016: $9,312Net Income 2016: -$1,1232016Revenue 2020: $65,682Expenses 2020: $67,524Net Income 2020: -$1,8422020Revenue 2021: $170,530Expenses 2021: $169,488Net Income 2021: $1,0422021Revenue 2023: $180,544Expenses 2023: $183,417Net Income 2023: -$2,8732023

Highlighted filing

2023

Revenue$180,544
Expenses$183,417
Net Income-$2,873

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 27, 2023
Return Version
2022v5.0
Gross Receipts
$180,544
Mission and Program Overview

Mission

Fraternity housing at baker university, baldwin city, ks

Fraternity housing at baker university, baldwin city, ks.

Program Services

DescriptionGrantsExpenses
PROVIDING DUES PAYING MEMBERS WITH LODGING ACCOMODATIONS WHILE ATTENDING BAKER UNIVERSITY, SEEKING AN ACCREDITED COLLEGE DEGREE.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARRETT HARTPresidentPT$0--
MASON MECKEVP ProgrammingPT$0--
TANNER TWILLMANVP FinancePT$0--
CHRISTIAN SPITZVP RecruitmentPT$0--
ERICH POUCHVP Member DevelopmentPT$0--
BRENNAN JOHNSONVP CommunicationsPT$0--
EDEN SCHIMMELVP Risk ManagementPT$0--
RICHARD WOLFVP RlcPT$0--
GRANT POGUEChaplain-$0--
MARK SUTTONCPA-$0--
Filing and Contact Details

Filer

Filer Name
Sigma Phi Epsilon-ks Alpha Chapter
EIN
48-0569438
Phone
9136488226
Address
412 6TH STREET, BALDWIN CITY, KS 66006

Signing Officer

Name
Mark Sutton
Title
CPA
Phone
9136488226
Signed
2023-11-27
Discuss with paid preparer
Yes

Preparer

Firm
Creative Planning Tax LLC
Address
5454 W 110TH STREET, OVERLAND PARK, KS 66211
Preparer
Mark Sutton CPA
Phone
9133382727
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: sigma phi epsilon. Affiliate address: 310 s boulevard richmond, va 23220. Purpose of payment: national membership dues and fees. Amount of payment: 43,824.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: balance man recognition. Amount: 1,500. Description: po box rental. Amount: 94. Description: ifc dues. Amount: 1,350. Description: membership development. Amount: 915. Description: program expenses. Amount: 7,054. Description: recruitment expenses. Amount: 1,928. Description: security system. Amount: 40. Description: greek bill fees. Amount: 1,944. Description: philanthropy. Amount: 1,455. Description: misc exp (subscription and bank fees). Amount: 163. Description: other reconciling differences. Amount: 7,112. Total to form 990-ez, line 16: 23,555.

Raw XML Appendix155 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/PhoneNum09136488226
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OVERLAND PARK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KS
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd066207
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09518
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-2873
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt043824
IRS990EZ/GrossReceiptsAmt0180544
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00309
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MembershipDuesAmt0180544
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09518
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06645
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09518
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06645
IRS990EZ/OccupancyRentUtltsAndMaintAmt0114000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.00
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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GARRETT HART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MASON MECKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TANNER TWILLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTIAN SPITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ERICH POUCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRENNAN JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6EDEN SCHIMMEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RICHARD WOLF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8GRANT POGUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MARK SUTTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP PROGRAMMING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP RECRUITMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP MEMBER DEVELOPMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP RISK MANAGEMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP RLC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8CHAPLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9CPA
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt023555
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0FRATERNITY HOUSING AT BAKER UNIVERSITY, BALDWIN CITY, KS.
IRS990EZ/PrintingPublicationsPostageAmt01318
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING DUES PAYING MEMBERS WITH LODGING ACCOMODATIONS WHILE ATTENDING BAKER UNIVERSITY, SEEKING AN ACCREDITED COLLEGE DEGREE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0183417
IRS990EZ/TotalRevenueAmt0180544
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AFFILIATE NAME: SIGMA PHI EPSILON. AFFILIATE ADDRESS: 310 S BOULEVARD RICHMOND, VA 23220. PURPOSE OF PAYMENT: NATIONAL MEMBERSHIP DUES AND FEES. AMOUNT OF PAYMENT: 43,824.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BALANCE MAN RECOGNITION. AMOUNT: 1,500. DESCRIPTION: PO BOX RENTAL. AMOUNT: 94. DESCRIPTION: IFC DUES. AMOUNT: 1,350. DESCRIPTION: MEMBERSHIP DEVELOPMENT. AMOUNT: 915. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 7,054. DESCRIPTION: RECRUITMENT EXPENSES. AMOUNT: 1,928. DESCRIPTION: SECURITY SYSTEM. AMOUNT: 40. DESCRIPTION: GREEK BILL FEES. AMOUNT: 1,944. DESCRIPTION: PHILANTHROPY. AMOUNT: 1,455. DESCRIPTION: MISC EXP (SUBSCRIPTION AND BANK FEES). AMOUNT: 163. DESCRIPTION: OTHER RECONCILING DIFFERENCES. AMOUNT: 7,112. TOTAL TO FORM 990-EZ, LINE 16: 23,555.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK SUTTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CPA
ReturnHeader/BusinessOfficerGrp/PhoneNum09136488226
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA PHI EPSILON-KS ALPHA CHAPTER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O TREASURER
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0480569438
ReturnHeader/Filer/PhoneNum09136488226
ReturnHeader/Filer/USAddress/AddressLine1Txt0412 6TH STREET
ReturnHeader/Filer/USAddress/CityNm0BALDWIN CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066006
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471019942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CREATIVE PLANNING TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05454 W 110TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OVERLAND PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066211
ReturnHeader/PreparerPersonGrp/PhoneNum09133382727
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK SUTTON CPA
ReturnHeader/ReturnTs02023-11-27T09:15:23-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SUTTON
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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