Civic Intelligence

Sigma Alpha Epsilon Alabama Mu Chapter

990 • Fiscal year 2018 • EIN 63-0188870

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 14, 2018

PO Box 1880Tuscaloosa, AL 35403-1880

(205) 758-7754

Siviq Scores

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

Liabilities / Assets

97th percentile

1.28x

Higher debt load relative to assets than 97% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

89th percentile

0.55x

Higher debt load relative to revenue than 89% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Net Margin

26th percentile

-6.1%

Higher net margin than 26% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Asset Growth

99th percentile

628%

Faster asset growth than 99% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

64th percentile

6.6%

Faster revenue growth than 64% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$143,935

Up $124,170 (+628%) from 2017

Net Assets

Down

-$39,607

Down $20,416 (-106%) from 2017

Liabilities

Up

$183,542

Up $144,586 (+371%) from 2017

Revenue

Up

$334,343

Up $20,807 (+6.6%) from 2017

Expenses

Up

$354,759

Up $35,556 (+11%) from 2017

Net Income

Down

-$20,416

Down $14,749 (-260%) from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0-$100KAssets 2011: $42,124Liabilities 2011: $11,313Net Assets 2011: $30,8112011Assets 2012: $34,268Liabilities 2012: $15,321Net Assets 2012: $18,9472012Assets 2013: $39,220Liabilities 2013: $24,726Net Assets 2013: $14,4942013Assets 2014: $40,093Liabilities 2014: $25,728Net Assets 2014: $14,3652014Assets 2015: $33,982Liabilities 2015: $7,840Net Assets 2015: $26,1422015Assets 2016: $7,555Liabilities 2016: $21,079Net Assets 2016: -$13,5242016Assets 2017: $19,765Liabilities 2017: $38,956Net Assets 2017: -$19,1912017Assets 2018: $143,935Liabilities 2018: $183,542Net Assets 2018: -$39,6072018Assets 2019: $152,598Liabilities 2019: $205,431Net Assets 2019: -$52,8332019Assets 2020: $64,910Liabilities 2020: $25,105Net Assets 2020: $39,8052020Assets 2021: $37,292Liabilities 2021: $4,775Net Assets 2021: $32,5172021Assets 2022: $225,418Liabilities 2022: $198,167Net Assets 2022: $27,2512022Assets 2023: $66,233Liabilities 2023: $43,468Net Assets 2023: $22,7652023Assets 2024: $28,167Liabilities 2024: $38,322Net Assets 2024: -$10,1552024Assets 2025: $31,067Liabilities 2025: $17,711Net Assets 2025: $13,3562025

Highlighted filing

2018

Assets$143,935
Liabilities$183,542
Net Assets-$39,607

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $316,587Expenses 2011: $301,869Net Income 2011: $14,7182011Revenue 2012: $358,675Expenses 2012: $370,539Net Income 2012: -$11,8642012Revenue 2013: $387,282Expenses 2013: $391,735Net Income 2013: -$4,4532013Revenue 2014: $438,605Expenses 2014: $443,261Net Income 2014: -$4,6562014Revenue 2015: $401,021Expenses 2015: $389,244Net Income 2015: $11,7772015Revenue 2016: $257,710Expenses 2016: $277,150Net Income 2016: -$19,4402016Revenue 2017: $313,536Expenses 2017: $319,203Net Income 2017: -$5,6672017Revenue 2018: $334,343Expenses 2018: $354,759Net Income 2018: -$20,4162018Revenue 2019: $357,353Expenses 2019: $370,579Net Income 2019: -$13,2262019Revenue 2020: $469,580Expenses 2020: $376,942Net Income 2020: $92,6382020Revenue 2021: $361,655Expenses 2021: $368,943Net Income 2021: -$7,2882021Revenue 2022: $406,859Expenses 2022: $412,125Net Income 2022: -$5,2662022Revenue 2023: $494,720Expenses 2023: $499,206Net Income 2023: -$4,4862023Revenue 2024: $494,193Expenses 2024: $527,113Net Income 2024: -$32,9202024Revenue 2025: $479,982Expenses 2025: $456,471Net Income 2025: $23,5112025

Highlighted filing

2018

Revenue$334,343
Expenses$354,759
Net Income-$20,416
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$334,343
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."

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$3,310$127,441▲ $124,131
Savings and Temporary Cash Investments$16,455$15,736▼ $719
Prepaid Expenses and Deferred Charges-$758-
Rtn Earn Endowment Incm Other Fnds$-19,191$-39,607▼ $20,416
Total Assets$19,765$143,935▲ $124,170
Liabilities
Deferred Revenue$3,310$127,441▲ $124,131
Accounts Payable and Accrued Expenses$35,646$56,101▲ $20,455
Total Liabilities$38,956$183,542▲ $144,586
Net Assets / Fund Balance
Total Net Assets Fund Balance$-19,191$-39,607▼ $20,416
Total Liabilities and Net Assets / Fund Balance$19,765$143,935▲ $124,170
Compensation and Service Providers

Board Members and Trustees

NameTitle
Hayes VogtleRush Chair
Landon CraneRush Chair
Patrick TrammellRush Chair
Jack CromptonSocial Chair
Win MartinSocial Chair
Hayes MusserPresident
Jackson BerlingHouse Manage
Avery LancasterSecretary
Matt MarinTreasurer
Ridley CulpVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$500
Program Service Revenue
$333,640
Investment Income
$203
Other Revenue
$0
All Other Contributions
$500
Change in Net Assets
$-20,416
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$326,607
Salaries, Compensation, and Employee Benefits$27,402
Grants and Similar Amounts Paid$750
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses---$37,688
Other Salaries and Wages---$25,175
Other Expenses---$13,493
Fees for Services Accounting---$4,075
Payroll Taxes---$2,227
Grants to Domestic Orgs---$750
Interest---$256
Office Expenses---$12
Conferences and Meetings---$-854
Total Functional Expenses$0$0$0$354,759
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The organization consists of members who belong to a national collegiate fraternity.

Form 990, Page 6, Part VI, Line 7A

Each member of the organization may elect members to the governing body

Form 990, Page 6, Part VI, Line 11B

The organizations executive officers review the form 990 when it is completed and if any part of the form is in question, the executive officers contact the preparer to address those questions. Should any changes need to be made on the form, these changes are promptly made and the form is reprinted for the executive officers to review. After the form is reviewed and approved, the executive officer sign the return and it is mailed or filed electronically to the irs.

Form 990, Page 6, Part VI, Line 19

All documents are available to the public between regular business hours upon request to the president or treasurer of the organization.

Filing and Contact Details

Filer

Filer Name
Sigma Alpha Epsilon
EIN
63-0188870
Phone
2057587754
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880

Signing Officer

Name
Matt Marin
Title
Treasurer
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hayes Musser
Formed
1856
Legal Domicile
Al
Voting Board Members
10
Independent Board Members
0
Employees
13
Volunteers
15

Preparer

Firm
Greek Resource Services Inc
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
John T Murdock
Phone
2057587754
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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."

Form 990, Page 2, Part III, Line 4D

Chapter activities - provided chapter programming for members of undergraduate chapter of national collegiate social fraternity.

Form 990, Part IX, Line 24E

Chapter supplies 10,995 0 0 campus activity 8,105 0 0 dues 7,975 0 0 composite 4,841 0 0 other 3,248 0 0 misc contributions 1,700 0 0 greek week 844 0 0 chapter fines 180 0 0 philanthropy -200 0 0 total 37,688 0 0

Raw XML Appendix308 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4HOUSE MANAGE
IRS990/Form990PartVIISectionAGrp/TitleTxt5SOCIAL CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6SOCIAL CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7RUSH CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8RUSH CHAIR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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/ExplanationTxt1CHAPTER ACTIVITIES - PROVIDED CHAPTER PROGRAMMING FOR MEMBERS OF UNDERGRADUATE CHAPTER OF NATIONAL COLLEGIATE SOCIAL FRATERNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION CONSISTS OF MEMBERS WHO BELONG TO A NATIONAL COLLEGIATE FRATERNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH MEMBER OF THE ORGANIZATION MAY ELECT MEMBERS TO THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATIONS EXECUTIVE OFFICERS REVIEW THE FORM 990 WHEN IT IS COMPLETED AND IF ANY PART OF THE FORM IS IN QUESTION, THE EXECUTIVE OFFICERS CONTACT THE PREPARER TO ADDRESS THOSE QUESTIONS. SHOULD ANY CHANGES NEED TO BE MADE ON THE FORM, THESE CHANGES ARE PROMPTLY MADE AND THE FORM IS REPRINTED FOR THE EXECUTIVE OFFICERS TO REVIEW. AFTER THE FORM IS REVIEWED AND APPROVED, THE EXECUTIVE OFFICER SIGN THE RETURN AND IT IS MAILED OR FILED ELECTRONICALLY TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC BETWEEN REGULAR BUSINESS HOURS UPON REQUEST TO THE PRESIDENT OR TREASURER OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CHAPTER SUPPLIES 10,995 0 0 CAMPUS ACTIVITY 8,105 0 0 DUES 7,975 0 0 COMPOSITE 4,841 0 0 OTHER 3,248 0 0 MISC CONTRIBUTIONS 1,700 0 0 GREEK WEEK 844 0 0 CHAPTER FINES 180 0 0 PHILANTHROPY -200 0 0 TOTAL 37,688 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 24E
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0354759
IRS990/TotalGrossUBIAmt0203
IRS990/TotalLiabilitiesBOYAmt038956
IRS990/TotalLiabilitiesEOYAmt0183542
IRS990/TotalLiabilitiesGrp/BOYAmt038956
IRS990/TotalLiabilitiesGrp/EOYAmt0183542
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-19191
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-39607
IRS990/TotalProgramServiceRevenueAmt0333640
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0333640
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0334343
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0203
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt019765
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0143935
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01831 UNIVERSITY STATION MSC870506
IRS990/USAddress/CityNm0TUSCALOOSA
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd035487
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.SAEEPSILON.ORG/MU
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATT MARIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA ALPHA EPSILON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ALABAMA MU CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0630188870
ReturnHeader/Filer/PhoneNum02057587754
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/Filer/USAddress/CityNm0TUSCALOOSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0354031880
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FD6E2491316CF10D8131EE8534B5E190479DFC91
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FD6E2491316CF10D8131EE8534B5E190479DFC91
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.243.162.178
ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm018:27:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631044933
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEK RESOURCE SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354031880
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN T MURDOCK
ReturnHeader/ReturnTs02018-11-13T18:27:36-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.31$0.18$0.13$4.80$4.56$0.24
2024Detailed filing. Detailed filing data is available for this year.$0.28$0.38$0.10$4.94$5.27$0.33
2023Detailed filing. Detailed filing data is available for this year.$0.66$0.43$0.23$4.95$4.99$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.25$1.98$0.27$4.07$4.12$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.37$0.05$0.33$3.62$3.69$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.65$0.25$0.40$4.70$3.77$0.93
2019Detailed filing. Detailed filing data is available for this year.$1.53$2.05$0.53$3.57$3.71$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.44$1.84$0.40$3.34$3.55$0.20
2017Detailed filing. Detailed filing data is available for this year.$0.20$0.39$0.19$3.14$3.19$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.08$0.21$0.14$2.58$2.77$0.19
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.08$0.26$4.01$3.89$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.40$0.26$0.14$4.39$4.43$0.05
2013Summary only. Only limited summary data is available for this year.$0.39$0.25$0.14$3.87$3.92$0.04
2012Summary only. Only limited summary data is available for this year.$0.34$0.15$0.19$3.59$3.71$0.12
2011Summary only. Only limited summary data is available for this year.$0.42$0.11$0.31$3.17$3.02$0.15