Civic Intelligence

Sigma Phi Epsilon Fraternity Inc

990EZ • Fiscal year 2017 • EIN 52-1235004

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 24, 2018

1309 S Florence StKirksville, MO 63501

(913) 475-2524

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

53rd percentile

0.00x

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

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Net Margin

48th percentile

2.4%

Higher net margin than 48% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Asset Growth

92nd percentile

64%

Faster asset growth than 92% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-35%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$3,517

Up $1,368 (+64%) from 2016

Net Assets

Up

$3,517

Up $1,368 (+64%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$57,015

Down $31,278 (-35%) from 2016

Expenses

Down

$55,648

Down $35,164 (-39%) from 2016

Net Income

Up

$1,367

Up $3,886 (+154%) from 2016

Historical Trend

Balance Sheet Trend

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

$15K$10K$5.0K$0-$5.0KAssets 2011: $5,775Liabilities 2011: $02011Assets 2012: $12,765Liabilities 2012: $02012Assets 2013: $14,878Liabilities 2013: $02013Assets 2014: $2,561Liabilities 2014: $02014Assets 2015: $3,415Liabilities 2015: $02015Assets 2016: $2,149Liabilities 2016: $0Net Assets 2016: $2,1492016Assets 2017: $3,517Liabilities 2017: $0Net Assets 2017: $3,5172017Assets 2020: $15,000Liabilities 2020: $02020Assets 2022: $0Net Assets 2022: -$2,8842022Assets 2023: $0Net Assets 2023: $1,7572023Assets 2024: $0Net Assets 2024: -$2542024Assets 2025: $0Net Assets 2025: $2,8192025

Highlighted filing

2017

Assets$3,517
Liabilities$0
Net Assets$3,517

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $58,986Expenses 2011: $54,773Net Income 2011: $4,2132011Revenue 2012: $59,557Expenses 2012: $52,568Net Income 2012: $6,9892012Revenue 2013: $59,740Expenses 2013: $57,627Net Income 2013: $2,1132013Revenue 2014: $76,978Expenses 2014: $78,988Net Income 2014: -$2,0102014Revenue 2015: $66,548Expenses 2015: $64,468Net Income 2015: $2,0802015Revenue 2016: $88,293Expenses 2016: $90,812Net Income 2016: -$2,5192016Revenue 2017: $57,015Expenses 2017: $55,648Net Income 2017: $1,3672017Revenue 2020: $49,399Expenses 2020: $49,399Net Income 2020: $02020Revenue 2022: $97,176Expenses 2022: $100,060Net Income 2022: -$2,8842022Revenue 2023: $99,377Expenses 2023: $97,620Net Income 2023: $1,7572023Revenue 2024: $121,063Expenses 2024: $121,317Net Income 2024: -$2542024Revenue 2025: $63,794Expenses 2025: $60,975Net Income 2025: $2,8192025

Highlighted filing

2017

Revenue$57,015
Expenses$55,648
Net Income$1,367
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 24, 2018
Return Version
2017v2.2
Gross Receipts
$57,015
Mission and Program Overview

Mission

The primary purpose of the fraternity is to build balanced men through brotherhood, education, philanthropy, and service. We retain no profit, and all of our income goes towards membership collections for insurance, philanthropy, service, and operations. We give to our community for notable causes, logging hundreds of hours of service and thousands of dollars in philanthropy.

Professional Development and Networking Non-Profit Organization

Program Services

DescriptionGrantsExpenses
Vince Run Expenses: These helped to benefit a local assisted living center in Hannibal, MO. This went towards upgrades for the living center which benefited residents.$0$1,000
BMOC Competition Expenses: These helped raise money for winner's charity of choice.$0$100
Big Event: The fraternity helped members of the Kirksville community with manual labor outdoor chores to benefit residents.$0$0
N/A$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel AlterVP Of FinancePT$0--
Nate VerzeauxPresidentPT$0--
Zach FalaszChaplainPT$0--
David ThompsonVP Of CommunicationsPT$0--
Zack BrockmeyerVP Of RecruitmentPT$0--
Jack TheobaldVP Of Member DevelopmentPT$0--
Will HopkinsAssistant Vice President Of Finance-$0--
Kory FordVP Of Risk Management-$0--
Filing and Contact Details

Filer

Filer Name
Sigma Phi Epsilon Fraternity Inc
EIN
52-1235004
Phone
9134752524
Address
1309 S FLORENCE ST, Kirksville, MO 63501

Signing Officer

Name
Daniel Alter
Title
Vice President of Finance
Phone
9134752524
Signed
2018-03-24
Discuss with paid preparer
Yes

Preparer

Preparer
Daniel Alter
Phone
9134752524
Supplemental Narrative

Additional Explanations

Part III, Line 31

N/A

Raw XML Appendix160 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/PhoneNum09134752524
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01309 S FLORENCE ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Kirksville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd063501
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Daniel Alter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Nate Verzeaux
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Zach Falasz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3David Thompson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Zack Brockmeyer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jack Theobald
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Kory Ford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VP of Finance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Chaplain
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP of Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP of Recruitment
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP of Member Development
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Assistant Vice President of Finance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP of Risk Management
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Professional Development and Networking Non-Profit Organization
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1BMOC Competition Expenses: These helped raise money for winner's charity of choice.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Big Event: The fraternity helped members of the Kirksville community with manual labor outdoor chores to benefit residents.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3N/A
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IRS990EZ/SaleOfAssetsGrossAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt01100
IRS990EZ/TotalRevenueAmt057015
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part III, Line 31
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Daniel Alter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President of Finance
ReturnHeader/BusinessOfficerGrp/PhoneNum09134752524
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA PHI EPSILON FRATERNITY INC
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0521235004
ReturnHeader/Filer/PhoneNum09134752524
ReturnHeader/Filer/USAddress/AddressLine1Txt01309 S FLORENCE ST
ReturnHeader/Filer/USAddress/CityNm0Kirksville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063501
ReturnHeader/PreparerPersonGrp/PhoneNum09134752524
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel Alter
ReturnHeader/ReturnTs02018-03-19T12:18:43-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings