Civic Intelligence

Sigma Phi Epsilon Educational Foundation

990 • Fiscal year 2013 • EIN 54-6053821

Jul 01, 2012 to Jun 30, 2013 • Filed on Apr 09, 2014

Organization ProfileWWW.SIGEP.ORG/FOUNDATION

View Organization Page

PO Box 190123218-1901
Siviq Scores

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

Liabilities / Assets

35th percentile

0.11x

Higher debt load relative to assets than 35% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

61st percentile

6.6%

Faster asset growth than 61% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$14,378,189

Up $885,232 (+6.6%) from 2012

Net Assets

Up

$12,727,570

Up $1,094,286 (+9.4%) from 2012

Liabilities

Down

$1,650,619

Down $209,054 (-11%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$2,588,603

Down $437,492 (-14%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$60M$40M$20M$0Assets 2011: $14,337,275Liabilities 2011: $1,704,155Net Assets 2011: $12,633,1202011Assets 2012: $13,492,957Liabilities 2012: $1,859,673Net Assets 2012: $11,633,2842012Assets 2013: $14,378,189Liabilities 2013: $1,650,619Net Assets 2013: $12,727,5702013Assets 2015: $14,487,508Liabilities 2015: $1,504,357Net Assets 2015: $12,983,1512015Assets 2016: $15,141,516Liabilities 2016: $2,064,482Net Assets 2016: $13,077,0342016Assets 2017: $17,572,952Liabilities 2017: $961,906Net Assets 2017: $16,611,0462017Assets 2018: $19,329,212Liabilities 2018: $1,476,466Net Assets 2018: $17,852,7462018Assets 2019: $21,022,073Liabilities 2019: $1,687,714Net Assets 2019: $19,334,3592019Assets 2020: $23,364,201Liabilities 2020: $291,759Net Assets 2020: $23,072,4422020Assets 2021: $31,176,872Liabilities 2021: $224,732Net Assets 2021: $30,952,1402021Assets 2022: $43,580,901Liabilities 2022: $292,980Net Assets 2022: $43,287,9212022Assets 2023: $44,674,912Liabilities 2023: $242,404Net Assets 2023: $44,432,5082023Assets 2024: $48,071,697Liabilities 2024: $597,264Net Assets 2024: $47,474,4332024

Highlighted filing

2013

Assets$14,378,189
Liabilities$1,650,619
Net Assets$12,727,570
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$10M$0-$10MRevenue 2011: $4,304,875Expenses 2011: $4,699,903Net Income 2011: -$395,0282011Revenue 2012: $5,599,743Expenses 2012: $3,026,095Net Income 2012: $2,573,6482012Expenses 2013: $2,588,6032013Revenue 2015: $3,238,712Expenses 2015: $3,194,340Net Income 2015: $44,3722015Revenue 2016: $4,544,793Expenses 2016: $3,214,079Net Income 2016: $1,330,7142016Revenue 2017: $4,793,251Expenses 2017: $2,728,322Net Income 2017: $2,064,9292017Revenue 2018: $4,515,680Expenses 2018: $3,766,911Net Income 2018: $748,7692018Revenue 2019: $3,827,453Expenses 2019: $2,278,584Net Income 2019: $1,548,8692019Revenue 2020: $5,720,976Expenses 2020: $2,190,357Net Income 2020: $3,530,6192020Revenue 2021: $3,895,971Expenses 2021: $1,714,588Net Income 2021: $2,181,3832021Revenue 2022: $18,880,897Expenses 2022: $2,446,678Net Income 2022: $16,434,2192022Revenue 2023: $4,762,895Expenses 2023: $5,880,837Net Income 2023: -$1,117,9422023Revenue 2024: $4,893,173Expenses 2024: $6,186,908Net Income 2024: -$1,293,7352024

Highlighted filing

2013

Revenue-
Expenses$2,588,603
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Apr 9, 2014
Return Version
2012v2.1
Gross Receipts
$6,949,399
Mission and Program Overview

Mission

To stimulate intellectual achievement, promote morality and citizenship and encourage physical and social development at chapters of sigma phi epsilon fraternity.

Filing and Contact Details

Filer

EIN
54-6053821
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IRS990ScheduleD/Equipment/BookValue00
IRS990ScheduleD/Equipment/Depreciation047106
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis047106
IRS990ScheduleD/ExpensesNotRptdF990024992
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00
IRS990ScheduleD/ExpensesSubtotal02588603
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0GENERAL ENDOWMENTS - SPENDING POLICY FUNDS GENERAL GRANTS OF FOUNDATION TO FRATERNITY. LEADERSHIP ENDOWMENTS - SPENDING POLICY FUNDS LEADERSHIP GRANTS TO FRATERNITY AND MEMBERS OF THE FRATERNITY. SCHOLARSHIP ENDOWMENTS - SPENDING POLICY FUNDS SCHOLARSHIPS GRANTED THROUGH THE FRATERNITY AND SCHOLARSHIPS PAID DIRECTLY TO FRATERNITY MEMBERS. CHAPTER ENDOWMENTS - INCOME USED TO PAY CHAPTER SCHOLARSHIP AND PROGRAM GRANTS TO INDIVIDUAL CHAPTERS AND CHAPTER MEMBERS AS DIRECTED BY CHAPTER ALUMNI CORPORATIONS.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1DURING 2010, THE FOUNDATION ADOPTED FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") GUIDANCE RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING THE MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FOUNDATION'S FINANCIAL STATEMENTS. THE INTERPRETATION ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE AND TRANSITION. IN ACCORDANCE WITH THE INTERPRETATION, THE FOUNDATION DISCLOSES THE EXPECTED FUTURE TAX CONSEQUENCES OF UNCERTAIN TAX POSITIONS PRESUMING THE TAXING AUTHORITIES' FULL KNOWLEDGE OF THE FACTS THE FOUNDATION'S POSITION AND RECORDS UNRECOGNIZED TAX BENEFITS OR LIABILITIES FOR KNOWN, OR ANTICIPATED TAX ISSUES BASED ON THE FOUNDATION'S ANALYSIS OF WHETHER ADDITIONAL TAXES WOULD BE DUE TO THE AUTHORITY GIVEN THEIR FULL KNOWLEDGE OF THE TAX POSITION. THE FOUNDATION HAS COMPLETED ITS ASSESSMENT AND DETERMINED THAT THERE WERE NO TAX POSITIONS WHICH WOULD REQUIRE RECOGNITION UNDER THE INTERPRETATION. THE FOUNDATION'S INCOME TAX RETURNS FOR YEARS SINCE 2010 REMAIN OPEN FOR EXAMINATION BY TAX AUTHORITIES.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation2MANAGEMENT FEES 4,526.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation3TIME-VALUE OF MONEY DISCOUNT ON PLEDGES 2,731,289.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation4ADJUSTMENT OF ACTUARIAL LIABILITY FOR ANNUITIES 20,466. MANAGEMENT FEES 4,526.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier1DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier3PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier4PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference1PART X, LINE 2:

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$14,378,189
Liabilities
$1,650,619
Net assets
$12,727,570
Revenue
-
Expenses
$2,588,603
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$48.1$0.60$47.5$4.89$6.19$1.29
2023Detailed filing. Detailed filing data is available for this year.$44.7$0.24$44.4$4.76$5.88$1.12
2022Detailed filing. Detailed filing data is available for this year.$43.6$0.29$43.3$18.9$2.45$16.4
2021Detailed filing. Detailed filing data is available for this year.$31.2$0.22$31.0$3.90$1.71$2.18
2020Detailed filing. Detailed filing data is available for this year.$23.4$0.29$23.1$5.72$2.19$3.53
2019Detailed filing. Detailed filing data is available for this year.$21.0$1.69$19.3$3.83$2.28$1.55
2018Detailed filing. Detailed filing data is available for this year.$19.3$1.48$17.9$4.52$3.77$0.75
2017Detailed filing. Detailed filing data is available for this year.$17.6$0.96$16.6$4.79$2.73$2.06
2016Detailed filing. Detailed filing data is available for this year.$15.1$2.06$13.1$4.54$3.21$1.33
2015Summary only. Only limited summary data is available for this year.$14.5$1.50$13.0$3.24$3.19$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.4$1.65$12.7$2.59
2012Summary only. Only limited summary data is available for this year.$13.5$1.86$11.6$5.60$3.03$2.57
2011Summary only. Only limited summary data is available for this year.$14.3$1.70$12.6$4.30$4.70$0.40