Civic Intelligence

Sigma Chi Fraternity Kappa Beta Univ of North Florida

990EZ • Fiscal year 2020 • EIN 59-3247186

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 13, 2022

Organization Profilesigmachi.org
1 UNF Student Union EastJacksonville, FL 32224

(847) 869-3655

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

52nd percentile

0.00x

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Net Margin

70th percentile

13%

Higher net margin than 70% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

76th percentile

19%

Faster asset growth than 76% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

27th percentile

-36%

Faster revenue growth than 27% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$29,699

Up $4,769 (+19%) from 2019

Net Assets

Up

$29,699

Up $4,769 (+19%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin70th percentile

Revenue

Down

$35,372

Down $19,791 (-36%) from 2019

Expenses

Down

$30,603

Down $34,288 (-53%) from 2019

Net Income

Up

$4,769

Up $14,497 (+149%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$60K$40K$20K$0Assets 2009: $40,162Liabilities 2009: $02009Assets 2010: $38,054Liabilities 2010: $02010Assets 2011: $36,945Liabilities 2011: $02011Assets 2012: $36,887Liabilities 2012: $02012Assets 2013: $38,118Liabilities 2013: $02013Assets 2014: $52,880Liabilities 2014: $02014Assets 2015: $35,857Liabilities 2015: $02015Assets 2016: $47,153Liabilities 2016: $02016Assets 2017: $55,667Net Assets 2017: $55,6672017Assets 2018: $34,658Net Assets 2018: $34,6582018Assets 2019: $24,930Liabilities 2019: $0Net Assets 2019: $24,9302019Assets 2020: $29,699Liabilities 2020: $0Net Assets 2020: $29,6992020Assets 2021: $33,282Liabilities 2021: $0Net Assets 2021: $33,2822021Assets 2022: $11,433Liabilities 2022: $0Net Assets 2022: $11,4332022

Highlighted filing

2020

Assets$29,699
Liabilities$0
Net Assets$29,699
Open 2020 Filing

Operations Trend

Revenue Growth27th percentile

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

$150K$100K$50K$0-$50KRevenue 2009: $58,974Expenses 2009: $63,668Net Income 2009: -$4,6942009Revenue 2010: $64,240Expenses 2010: $66,348Net Income 2010: -$2,1082010Revenue 2011: $67,505Expenses 2011: $68,614Net Income 2011: -$1,1092011Revenue 2012: $71,007Expenses 2012: $71,065Net Income 2012: -$582012Revenue 2013: $81,011Expenses 2013: $79,780Net Income 2013: $1,2312013Revenue 2014: $82,697Expenses 2014: $67,935Net Income 2014: $14,7622014Revenue 2015: $84,199Expenses 2015: $101,222Net Income 2015: -$17,0232015Revenue 2016: $80,822Expenses 2016: $69,526Net Income 2016: $11,2962016Revenue 2017: $83,375Expenses 2017: $74,861Net Income 2017: $8,5142017Revenue 2018: $64,469Expenses 2018: $85,478Net Income 2018: -$21,0092018Revenue 2019: $55,163Expenses 2019: $64,891Net Income 2019: -$9,7282019Revenue 2020: $35,372Expenses 2020: $30,603Net Income 2020: $4,7692020Revenue 2021: $45,478Expenses 2021: $41,895Net Income 2021: $3,5832021Revenue 2022: $58,375Expenses 2022: $80,224Net Income 2022: -$21,8492022

Highlighted filing

2020

Revenue$35,372
Expenses$30,603
Net Income$4,769
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 13, 2022
Return Version
2020v4.0
Gross Receipts
$35,372
Mission and Program Overview

Mission

Social Club - Fraternity. 45 Members.

Social Club - Fraternity. 55 Members.

Program Services

DescriptionGrantsExpenses
Social Events/Gatherings--
Member Education and Enrichment--
Philanthropy and Community Service--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jackson ChewPresidentPT$0--
Matthew Leonard-MorganVice PresidentPT$0--
Mason CharlezSecretaryPT$0--
Johnny BlumelTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Sigma Chi Fraternity Kappa Beta Univ of North Florida
EIN
59-3247186
Phone
8478693655
Address
1 UNF Student Union East, Jacksonville, FL 32224

Signing Officer

Name
Gavin McCarthy
Title
Treasurer
Phone
8133409917
Signed
2022-09-13
Discuss with paid preparer
Yes

Preparer

Preparer
Norman Klonowski CPA
Phone
5869426583
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Grantee: Sigma Chi Fraternity. EIN: 36-1773960. 1714 Hinman, IL. 60201. Amount: $11,224. Relationship: Central Organization: Classification: Payment to Affiliate - Membership Dues and Brotherhood Activities.”

Form 990-EZ, Part I, Line 16

“Chapter Operations/Social Gatherings: $12,651, Insurance: $4,925, Bank Fees: $20”

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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum08133409917
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Jacksonville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032224
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024930
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt011344
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt035372
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum00008
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt07535
IRS990EZ/InvestmentIncomeAmt021
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt034097
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024930
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024930
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jackson Chew
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Matthew Leonard-Morgan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mason Charlez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Johnny Blumel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt017596
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Social Club - Fraternity. 55 Members.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Social Events/Gatherings
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Member Education and Enrichment
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Philanthropy and Community Service
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SpecialEventsDirectExpensesAmt00
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IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt030603
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt035372
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https://sigmachi.org
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grantee: Sigma Chi Fraternity. EIN: 36-1773960. 1714 Hinman, IL. 60201. Amount: $11,224. Relationship: Central Organization: Classification: Payment to Affiliate - Membership Dues and Brotherhood Activities.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Chapter Operations/Social Gatherings: $12,651, Insurance: $4,925, Bank Fees: $20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0Dear Sir/Madam: I am writing to request an abatement of any penalties or late filing fees that may be assessed for the filing of tax Form 990 EZ, for the calendar period 2020. I acknowledge and sincerely apologize for the late filing of our Chapter's tax Form 990 EZ. Sigma Chi Fraternity Kappa Beta is a tax-exempt organization operating under Internal Revenue Code Section 501c7. Kappa Beta is a college fraternity supported by dues paying members in order to provide an opportunity for members to commingle, engage in personal contact, and pursue common goals and aspirations. Personally, I am the Treasurer of the fraternity and I am ultimately responsible for the filing of the Form 990. That being said, the governance responsibilities of a college fraternity are extremely fluid due to officers being in transition annually due to graduation from school. This coupled with the school and fraternity challenges resulting from the Covid pandemic, I believe primarily led to the inadvertent late filing oversight on Kappa Beta's part. I took corrective action (completion/filing the tax return) as soon as I became aware of the filing requirements. Unfortunately, such corrective action was also protracted due to the fact our Chapter's governance structure had to familiarize itself with the detailed Form 990 EZ informational filing requirements, aligning our historic financial information with the 990 requirements, along with an associated search for a Certified Public Accountant (CPA) for tax return preparation/assistance. Going forward, Kappa Beta plans to comply with all Form 990 filing requirements. To that end, Kappa Beta has already begun the calendar 2021 tax return with the goal to finish in the near future. In addition, I have designed procedures to ensure that all future officer transition will include the Form 990 filing requirements and associated completion procedures. Again, I sincerely apologize and hope that will consider the abatement of penalties or any late filing fees owed for "reasonable cause". I am willing to provide any clarifications that you may require. Please feel free to contact me at 813-340-9917. Sincerely, Gavin McCarthy, Treasurer, Kappa Beta Chapter
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-13
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ReturnHeader/Filer/PhoneNum08478693655
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ReturnHeader/Filer/USAddress/ZIPCd032224
ReturnHeader/PreparerPersonGrp/PhoneNum05869426583
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Norman Klonowski CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-09-15T15:24:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,699
Liabilities
$0
Net assets
$29,699
Revenue
$35,372
Expenses
$30,603
Net income
$4,769
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.58$0.80$0.22
2021Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.45$0.42$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.35$0.31$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.55$0.65$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.64$0.85$0.21
2017Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.83$0.75$0.09
2016Summary only. Only limited summary data is available for this year.$0.47$0.00$0.81$0.70$0.11
2015Summary only. Only limited summary data is available for this year.$0.36$0.00$0.84$1.01$0.17
2014Summary only. Only limited summary data is available for this year.$0.53$0.00$0.83$0.68$0.15
2013Summary only. Only limited summary data is available for this year.$0.38$0.00$0.81$0.80$0.01
2012Summary only. Only limited summary data is available for this year.$0.37$0.00$0.71$0.71$0.00
2011Summary only. Only limited summary data is available for this year.$0.37$0.00$0.68$0.69$0.01
2010Summary only. Only limited summary data is available for this year.$0.38$0.00$0.64$0.66$0.02
2009Summary only. Only limited summary data is available for this year.$0.40$0.00$0.59$0.64$0.05