Civic Intelligence

Sigma Alpha Epsilon Fraternity South Carolina Gamma Chapter

990EZ • Fiscal year 2021 • EIN 57-6025220

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 14, 2022

Organization ProfileWWW.SIGMAALPHAEPSILON.COM
429 North Church Street Cpo 1326Spartanburg, SC 29303

(843) 810-3290

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

37th percentile

-0.3%

Higher net margin than 37% of similar nonprofits.

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

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.

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

Asset Growth

39th percentile

-0.6%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

26th percentile

-20%

Faster revenue growth than 26% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$35,068

Down $202 (-0.6%) from 2020

Net Assets

Down

$35,068

Down $202 (-0.6%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin37th percentile

Revenue

Down

$65,925

Down $16,315 (-20%) from 2020

Expenses

Up

$66,127

Up $18,549 (+39%) from 2020

Net Income

Down

-$202

Down $34,864 (-101%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$40K$20K$0-$20KAssets 2015: -$11,918Liabilities 2015: $02015Assets 2017: $20,604Liabilities 2017: $0Net Assets 2017: $20,6042017Assets 2018: $25,553Liabilities 2018: $02018Assets 2019: $608Net Assets 2019: $6082019Assets 2020: $35,270Net Assets 2020: $35,2702020Assets 2021: $35,068Net Assets 2021: $35,0682021Assets 2022: $15,455Liabilities 2022: $0Net Assets 2022: $15,4552022Assets 2023: $10,037Liabilities 2023: $0Net Assets 2023: $10,0372023

Highlighted filing

2021

Assets$35,068
Liabilities-
Net Assets$35,068
Open 2021 Filing

Operations Trend

Revenue Growth26th percentile

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

$150K$100K$50K$0-$50KRevenue 2015: $90,186Expenses 2015: $91,742Net Income 2015: -$1,5562015Revenue 2017: $84,928Expenses 2017: $67,486Net Income 2017: $17,4422017Revenue 2018: $84,342Expenses 2018: $78,789Net Income 2018: $5,5532018Revenue 2019: $80,227Expenses 2019: $105,172Net Income 2019: -$24,9452019Revenue 2020: $82,240Expenses 2020: $47,578Net Income 2020: $34,6622020Revenue 2021: $65,925Expenses 2021: $66,127Net Income 2021: -$2022021Revenue 2022: $87,961Expenses 2022: $107,574Net Income 2022: -$19,6132022Revenue 2023: $125,929Expenses 2023: $131,347Net Income 2023: -$5,4182023

Highlighted filing

2021

Revenue$65,925
Expenses$66,127
Net Income-$202
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 14, 2022
Return Version
2021v4.0
Gross Receipts
$65,925
Mission and Program Overview

Mission

The mission of sigma alpha epsilon is to promote the highest standards of friendship, scholarship and service for our members based upon the ideals set forth by our founders and as specifically enunciated in the true gentleman.

Program Services

DescriptionGrantsExpenses
PROVIDING YOUNG MEN THE SCHOLARSHIP, LEADERSHIP, AND SOCIAL EXPERIENCES NECESSARY TO EXCEL AS COLLEGE STUDENTS AND GRADUATES OF WOFFORD COLLEGE THROUGH SOCIAL AND PHILANTHROPIC EVENTS AND UNDERGRADUATE SUPPORT NETWORKS.--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHNSTON BAUERAlumni Chair-$0--
WALLACE WASONEminent Arch-$0--
HEYWARD MCPHAILEminent Depu-$0--
STEPHEN HOLDERNESSEminent Trea-$0--
DAVIDSON GODINGEminent Ward-$0--
MICHAEL JOPLINGHealth & Saf-$0--
JOHN LANEYHouse Manage-$0--
BAXTER BARRETTRush Chair-$0--
HEYWARD MCPHAILRush Chair-$0--
ZACHARY MARANORush Chair-$0--
JAMES WHITEHEADScholarship-$0--
CARTER NICOLETTISocial Chair-$0--
HENRY WARRENService/Phil-$0--
HUGH ASHERMANEminent Chap-$0--
JAMES WILDRICKEminent Reco-$0--
Filing and Contact Details

Filer

Filer Name
Sigma Alpha Epsilon Fraternity
EIN
57-6025220
Phone
8438103290
Address
429 NORTH CHURCH STREET CPO 1326, SPARTANBURG, SC 29303

Signing Officer

Name
Stephen Holderness
Title
Eminent Treasurer
Phone
8438103290
Signed
2022-09-14

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Elizabeth Brewer
Phone
2057587754
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses composite 1,000 province dues 1,100 chapter dues & fees 14,231 chapter operations 37,174 fines 100 initiation fees 3,720 total 57,325”

Form 990-ez, Part III

“The mission of sigma alpha epsilon is to promote the highest standards of friendship, scholarship and service for our members based upon the ideals set forth by our founders and as specifically enunciated in the true gentleman.”

Raw XML Appendix141 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLESTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029407
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035270
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IRS990EZ/ExcessOrDeficitForYearAmt0-202
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHNSTON BAUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WALLACE WASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEYWARD MCPHAIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEPHEN HOLDERNESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVIDSON GODING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHAEL JOPLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOHN LANEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BAXTER BARRETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8HEYWARD MCPHAIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ZACHARY MARANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JAMES WHITEHEAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11CARTER NICOLETTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12HENRY WARREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13HUGH ASHERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14JAMES WILDRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0ALUMNI CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EMINENT ARCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EMINENT DEPU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EMINENT TREA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EMINENT WARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5HEALTH & SAF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HOUSE MANAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7RUSH CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8RUSH CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9RUSH CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10SCHOLARSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11SOCIAL CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12SERVICE/PHIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13EMINENT CHAP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14EMINENT RECO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt057325
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF SIGMA ALPHA EPSILON IS TO PROMOTE THE HIGHEST STANDARDS OF FRIENDSHIP, SCHOLARSHIP AND SERVICE FOR OUR MEMBERS BASED UPON THE IDEALS SET FORTH BY OUR FOUNDERS AND AS SPECIFICALLY ENUNCIATED IN THE TRUE GENTLEMAN.
IRS990EZ/ProgramServiceRevenueAmt065925
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt066127
IRS990EZ/TotalRevenueAmt065925
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SIGMAALPHAEPSILON.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES COMPOSITE 1,000 PROVINCE DUES 1,100 CHAPTER DUES & FEES 14,231 CHAPTER OPERATIONS 37,174 FINES 100 INITIATION FEES 3,720 TOTAL 57,325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MISSION OF SIGMA ALPHA EPSILON IS TO PROMOTE THE HIGHEST STANDARDS OF FRIENDSHIP, SCHOLARSHIP AND SERVICE FOR OUR MEMBERS BASED UPON THE IDEALS SET FORTH BY OUR FOUNDERS AND AS SPECIFICALLY ENUNCIATED IN THE TRUE GENTLEMAN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN HOLDERNESS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EMINENT TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08438103290
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA ALPHA EPSILON FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SOUTH CAROLINA GAMMA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0576025220
ReturnHeader/Filer/PhoneNum08438103290
ReturnHeader/Filer/USAddress/AddressLine1Txt0429 NORTH CHURCH STREET CPO 1326
ReturnHeader/Filer/USAddress/CityNm0SPARTANBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029303
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEK RESOURCE SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354031880
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH BREWER
ReturnHeader/ReturnTs02022-09-15T11:30:54-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOLDERNESS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,068
Liabilities
-
Net assets
$35,068
Revenue
$65,925
Expenses
$66,127
Net income
-$202
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$1.26$1.31$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.88$1.08$0.20
2021Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.66$0.66$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.82$0.48$0.35
2019Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.80$1.05$0.25
2018Summary only. Only limited summary data is available for this year.$0.26$0.00$0.84$0.79$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.85$0.67$0.17
2015Summary only. Only limited summary data is available for this year.$0.12$0.00$0.90$0.92$0.02