Civic Intelligence

Sigma Phi Epsilon Educational Foundation

990 • Fiscal year 2012 • EIN 54-6053821

Jul 01, 2011 to Jun 30, 2012 • Filed on Mar 26, 2013

Organization ProfileWWW.SIGEP.ORG/FOUNDATION

View Organization Page

PO Box 190123218-1901
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$13,492,957

Flat from 2012

Net Assets

Flat

$11,633,284

Flat from 2012

Liabilities

Flat

$1,859,673

Flat from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$3,026,095

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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 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

2012

Assets$13,492,957
Liabilities$1,859,673
Net Assets$11,633,284
Open 2012 Filing

Operations Trend

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: -$395,0282011Expenses 2012: $3,026,0952012Revenue 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

2012

Revenue-
Expenses$3,026,095
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Mar 26, 2013
Return Version
2011v1.5
Gross Receipts
$8,786,465
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/Form990ScheduleDPartXIV/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/Form990ScheduleDPartXIV/Explanation1MANAGEMENT HAS EVALUATED THE EFFECT OF GUIDANCE SURROUNDING UNCERTAIN INCOME TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAS NO SIGNIFICANT FINANCIAL STATEMENT EXPOSURE TO UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2012 AND 2011. THE FOUNDATION'S INCOME TAX RETURNS FOR YEARS SINCE 2009 REMAIN OPEN FOR EXAMINATION BY TAX AUTHORITIES. THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2ADJUSTMENT OF ACTUARIAL LIABILITY FOR ANNUITIES 336,295. TIME-VALUE OF MONEY DISCOUNT ON PLEDGES -2,736,663. TOTAL TO SCHEDULE D, PART XI, LINE 8: -2,400,368.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation3TIME-VALUE OF MONEY DISCOUNT ON PLEDGES 2,736,663.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation4ADJUSTMENT OF ACTUARIAL LIABILITY FOR ANNUITIES -336,295.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2PART XI, LINE 8 - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier3PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier4PART XIII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference1PART X:
IRS990ScheduleD/Land/BookValue07100
IRS990ScheduleD/Land/OtherCostOrOtherBasis07100
IRS990ScheduleD/NetUnrealizedGainsInvestments0-1173116
IRS990ScheduleD/NetUnrealizedGLOnInvestments0-1173116
IRS990ScheduleD/OtherAmount0-2400368
IRS990ScheduleD/OtherExpensesIncluded0-336295
IRS990ScheduleD/OtherLiabilities/Amount0208889
IRS990ScheduleD/OtherLiabilities/Amount1565809
IRS990ScheduleD/OtherLiabilities/Amount2954724
IRS990ScheduleD/OtherLiabilities/Description0FUNDS HELD FOR OTHERS
IRS990ScheduleD/OtherLiabilities/Description1ANNUITY PAYMENTS DUE
IRS990ScheduleD/OtherLiabilities/Description2LINE OF CREDIT
IRS990ScheduleD/OtherRevenuesNotIncluded02736663

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$13,492,957
Liabilities
$1,859,673
Net assets
$11,633,284
Revenue
-
Expenses
$3,026,095
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
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$1.86$11.6$3.03
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