Civic Intelligence

Sigma Chi Foundation at Auburn University Inc.

990EZ • Fiscal year 2015 • EIN 59-3024291

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 15, 2016

Organization ProfileN/A
1901 Sixth Avenue North No 2400Birmingham, AL 35203

(404) 264-1700

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

54th percentile

3.9%

Faster asset growth than 54% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

18th percentile

-28%

Faster revenue growth than 18% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$163,842

Up $6,185 (+3.9%) from 2014

Net Assets

$163,842

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin98th percentile

Revenue

Down

$6,735

Down $2,557 (-28%) from 2014

Expenses

Up

$550

Up $400 (+267%) from 2014

Net Income

Down

$6,185

Down $2,957 (-32%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$600K$400K$200K$0Assets 2008: $115,484Liabilities 2008: $02008Assets 2009: $136,242Liabilities 2009: $02009Assets 2010: $132,865Liabilities 2010: $02010Assets 2011: $137,875Liabilities 2011: $02011Assets 2012: $140,486Liabilities 2012: $02012Assets 2013: $148,515Liabilities 2013: $02013Assets 2014: $157,657Liabilities 2014: $02014Assets 2015: $163,842Liabilities 2015: $0Net Assets 2015: $163,8422015Assets 2016: $316,931Liabilities 2016: $0Net Assets 2016: $316,9312016Assets 2017: $328,319Liabilities 2017: $0Net Assets 2017: $328,3192017Assets 2018: $402,911Net Assets 2018: $402,9112018Assets 2019: $319,205Liabilities 2019: $0Net Assets 2019: $319,2052019Assets 2020: $363,701Liabilities 2020: $0Net Assets 2020: $363,7012020Assets 2021: $410,330Liabilities 2021: $0Net Assets 2021: $410,3302021Assets 2022: $431,284Liabilities 2022: $0Net Assets 2022: $431,2842022Assets 2023: $378,274Liabilities 2023: $0Net Assets 2023: $378,2742023Assets 2024: $409,122Liabilities 2024: $0Net Assets 2024: $409,1222024

Highlighted filing

2015

Assets$163,842
Liabilities$0
Net Assets$163,842
Open 2015 Filing

Operations Trend

Revenue Growth18th percentile

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

$300K$200K$100K$0-$100KRevenue 2008: $7,692Expenses 2008: $4,150Net Income 2008: $3,5422008Revenue 2009: $24,916Expenses 2009: $4,158Net Income 2009: $20,7582009Revenue 2010: $10,798Expenses 2010: $14,175Net Income 2010: -$3,3772010Revenue 2011: $8,760Expenses 2011: $3,750Net Income 2011: $5,0102011Revenue 2012: $7,283Expenses 2012: $4,672Net Income 2012: $2,6112012Revenue 2013: $12,979Expenses 2013: $4,950Net Income 2013: $8,0292013Revenue 2014: $9,292Expenses 2014: $150Net Income 2014: $9,1422014Revenue 2015: $6,735Expenses 2015: $550Net Income 2015: $6,1852015Revenue 2016: $198,239Expenses 2016: $45,150Net Income 2016: $153,0892016Revenue 2017: $11,538Expenses 2017: $150Net Income 2017: $11,3882017Revenue 2018: $86,704Expenses 2018: $12,112Net Income 2018: $74,5922018Revenue 2019: $197,996Expenses 2019: $281,702Net Income 2019: -$83,7062019Revenue 2020: $45,785Expenses 2020: $1,289Net Income 2020: $44,4962020Revenue 2021: $58,964Expenses 2021: $12,335Net Income 2021: $46,6292021Revenue 2022: $47,094Expenses 2022: $26,140Net Income 2022: $20,9542022Revenue 2023: $41,125Expenses 2023: $94,135Net Income 2023: -$53,0102023Revenue 2024: $42,816Expenses 2024: $11,968Net Income 2024: $30,8482024

Highlighted filing

2015

Revenue$6,735
Expenses$550
Net Income$6,185
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 15, 2016
Return Version
2015v2.1
Gross Receipts
$8,729
Mission and Program Overview

Mission

The sigma chi foundation at auburn university, inc. (foundation) was formed to provide financial assistance through scholarships to members of the sigma chi fraternity at auburn unversity, gamma sigma chapter and to provide funds for the operation and upkeep of the deemed educational portion of the fraternity house qualifying as space used exlusively for educational purposes.

Program Services

DescriptionGrantsExpenses
The Foundation assisted the Sigma Chi Chapter and the Gamma Sigma of Sigma Chi, Inc. house corporation in its efforts to restore the local chapter to good standing on the campus of Auburn University. The Foundation has been exploring ways to enhance the education portion of the chapter house facility in coordination with the house corporation.$0$0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Arthur H Metcalf IITreasurer-$0--
Robert A BenzPresident-$0--
John A Smyth IIISecretary-$0--
Alan ShackelfordVice President-$0--
Jim ThompsonVice President-$0--
Filing and Contact Details

Filer

Filer Name
Sigma Chi Foundation at Auburn
EIN
59-3024291
Phone
4042641700
Address
1901 Sixth Avenue North No 2400, Birmingham, AL 35203

Signing Officer

Name
john a smyth III
Title
secretary
Phone
4042641700
Signed
2016-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Warren Averett LLC
Address
Six Concourse Parkway Suite 600, Atlanta, GA 30328
Preparer
Arthur H Metcalf II
Phone
7703961100
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: Investment income. Amount: 6,399.”

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

“Description: Investment expenses. Amount: 150. Description: irs application fee. Amount: 400. Total to Form 990-EZ, line 16: 550.”

Form 990-EZ, Part II, Line 24 - Other Assets

“Description: Investment in securities. Beg. of Year Amount: 100,108. End of Year Amount: 117,470. Description: Note receivable. Beg. of Year Amount: 38,287. End of Year Amount: 38,287.”

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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Birmingham
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035203
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Arthur H Metcalf II
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Robert A Benz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2John A Smyth III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Alan Shackelford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jim Thompson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0138395
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0155757
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0550
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE SIGMA CHI FOUNDATION AT AUBURN UNIVERSITY, INC. (FOUNDATION) WAS FORMED TO PROVIDE FINANCIAL ASSISTANCE THROUGH SCHOLARSHIPS TO MEMBERS OF THE SIGMA CHI FRATERNITY AT AUBURN UNVERSITY, GAMMA SIGMA CHAPTER AND TO PROVIDE FUNDS FOR THE OPERATION AND UPKEEP OF THE DEEMED EDUCATIONAL PORTION OF THE FRATERNITY HOUSE QUALIFYING AS SPACE USED EXLUSIVELY FOR EDUCATIONAL PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Foundation assisted the Sigma Chi Chapter and the Gamma Sigma of Sigma Chi, Inc. house corporation in its efforts to restore the local chapter to good standing on the campus of Auburn University. The Foundation has been exploring ways to enhance the education portion of the chapter house facility in coordination with the house corporation.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0550
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt06735
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/FactsAndCircumstancesTestTxt0Pursuant to Reg Sec 1.170A(f)(3), the entity meets the facts and circumstances test as a continuous program of solicitations is maintained and operated througout the year. In addition, the governing body of the Foundation meets regularly to discuss solicitation functions from the public. The Foundation provides scholarships for students who are Sigma Chis at Auburn University; however, that Sigma Chi chapter has been suspended until 2019. The Foundation is in the process of developing a capital campaign to launch in the fall of 2018 for the purpose of raising substantial funds to continue and improve upon the schlorship needs of students.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01747
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06370
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0973
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06610
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01780
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt013200
IRS990ScheduleA/TotalSupportAmt047045
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Investment income. Amount: 6,399.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Investment expenses. Amount: 150. Description: irs application fee. Amount: 400. Total to Form 990-EZ, line 16: 550.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Investment in securities. Beg. of Year Amount: 100,108. End of Year Amount: 117,470. Description: Note receivable. Beg. of Year Amount: 38,287. End of Year Amount: 38,287.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24 - Other Assets
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0john a smyth III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum04042641700
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sigma Chi Foundation at Auburn
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0University Inc
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0593024291
ReturnHeader/Filer/PhoneNum04042641700
ReturnHeader/Filer/USAddress/AddressLine1Txt01901 Sixth Avenue North No 2400
ReturnHeader/Filer/USAddress/CityNm0Birmingham
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035203
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454084437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Warren Averett LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0Six Concourse Parkway Suite 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Atlanta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030328
ReturnHeader/PreparerPersonGrp/PhoneNum07703961100
ReturnHeader/PreparerPersonGrp/PreparationDt02016-07-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Arthur H Metcalf II
ReturnHeader/ReturnTs02016-07-22T07:45:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$163,842
Liabilities
$0
Net assets
$163,842
Revenue
$6,735
Expenses
$550
Net income
$6,185
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.43$0.12$0.31
2023Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.41$0.94$0.53
2022Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.47$0.26$0.21
2021Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.59$0.12$0.47
2020Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.46$0.01$0.44
2019Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$1.98$2.82$0.84
2018Detailed filing. Detailed filing data is available for this year.$4.03$4.03$0.87$0.12$0.75
2017Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.12$0.00$0.11
2016Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$1.98$0.45$1.53
2015Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.07$0.01$0.06
2014Summary only. Only limited summary data is available for this year.$1.58$0.00$0.09$0.00$0.09
2013Summary only. Only limited summary data is available for this year.$1.49$0.00$0.13$0.05$0.08
2012Summary only. Only limited summary data is available for this year.$1.40$0.00$0.07$0.05$0.03
2011Summary only. Only limited summary data is available for this year.$1.38$0.00$0.09$0.04$0.05
2010Summary only. Only limited summary data is available for this year.$1.33$0.00$0.11$0.14$0.03
2009Summary only. Only limited summary data is available for this year.$1.36$0.00$0.25$0.04$0.21
2008Summary only. Only limited summary data is available for this year.$1.15$0.00$0.08$0.04$0.04