Civic Intelligence

Sigma Chi Fraternity

990EZ • Fiscal year 2022 • EIN 63-1024577

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 29, 2023

Organization ProfileN/A
900 Arkadelphia RoadBirmingham, AL 35254

(205) 531-2351

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

53rd percentile

0.00x

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

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Net Margin

25th percentile

-8.2%

Higher net margin than 25% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Asset Growth

13th percentile

-25%

Faster asset growth than 13% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

13th percentile

-18%

Faster revenue growth than 13% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$9,146

Down $3,061 (-25%) from 2021

Net Assets

Down

$9,146

Down $3,061 (-25%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin25th percentile

Revenue

Down

$37,195

Down $8,035 (-18%) from 2021

Expenses

Up

$40,256

Up $4,481 (+13%) from 2021

Net Income

Down

-$3,061

Down $12,516 (-132%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$15K$10K$5.0K$0Assets 2010: $1,790Liabilities 2010: $02010Assets 2011: $2,629Liabilities 2011: $02011Assets 2012: $8,890Liabilities 2012: $02012Assets 2013: $14,111Liabilities 2013: $02013Assets 2014: $13,306Liabilities 2014: $02014Assets 2015: $5,005Liabilities 2015: $02015Assets 2016: $11,669Liabilities 2016: $02016Assets 2019: $7,657Liabilities 2019: $0Net Assets 2019: $7,6572019Assets 2021: $12,207Liabilities 2021: $0Net Assets 2021: $12,2072021Assets 2022: $9,146Liabilities 2022: $0Net Assets 2022: $9,1462022Assets 2023: $6,719Liabilities 2023: $0Net Assets 2023: $6,7192023

Highlighted filing

2022

Assets$9,146
Liabilities$0
Net Assets$9,146
Open 2022 Filing

Operations Trend

Revenue Growth13th percentile

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

$100K$50K$0-$50KRevenue 2010: $81,796Expenses 2010: $83,199Net Income 2010: -$1,4032010Revenue 2011: $78,649Expenses 2011: $77,810Net Income 2011: $8392011Revenue 2012: $60,780Expenses 2012: $54,519Net Income 2012: $6,2612012Revenue 2013: $82,001Expenses 2013: $76,780Net Income 2013: $5,2212013Revenue 2014: $86,458Expenses 2014: $87,564Net Income 2014: -$1,1062014Revenue 2015: $91,101Expenses 2015: $99,102Net Income 2015: -$8,0012015Revenue 2016: $93,721Expenses 2016: $87,056Net Income 2016: $6,6652016Revenue 2019: $39,200Expenses 2019: $32,701Net Income 2019: $6,4992019Revenue 2021: $45,230Expenses 2021: $35,775Net Income 2021: $9,4552021Revenue 2022: $37,195Expenses 2022: $40,256Net Income 2022: -$3,0612022Revenue 2023: $34,150Expenses 2023: $36,577Net Income 2023: -$2,4272023

Highlighted filing

2022

Revenue$37,195
Expenses$40,256
Net Income-$3,061
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 29, 2023
Return Version
2022v5.0
Gross Receipts
$37,195
Mission and Program Overview

Mission

Provide programming for undergraduate chapter of a national collegiate social and leadership fraternity

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION ENGAGED IN PHILANTHROPIC ACTIVITIES FOR THE BENEFIT OF NUMEROUSCHARITABLE EFFORTS OF THE ORGANIZATION ON CAMPUS AS WELL AS THE ORGANIZATION'SNATIONAL SUPPORT OF THE HUNTSMAN CANCER INSTUTUE IN SALT LAKE CITY, UTAH--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PIRMIN BLATTMANPresidentPT$0--
WILLIAM PENLEYVice PresidentPT$0--
REED MARTINSONSecretaryPT$0--
KENNETH TOLEDOTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Sigma Chi Fraternity
EIN
63-1024577
Phone
2055312351
Address
900 ARKADELPHIA ROAD, BIRMINGHAM, AL 35254

Signing Officer

Name
Kenneth Toledo
Title
Treasurer
Signed
2023-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Charles T Mitchell Co Pllc
Address
229 W MAIN ST STE 103, FRANKFORT, KY 40601
Preparer
James E Clouse CPA
Phone
5022277395
Supplemental Narrative

Additional Explanations

Other Expenses.1

“SOCIAL ACTIVITIES $40256”

Raw XML Appendix109 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KENNETH TOLEDO
IRS990EZ/BooksInCareOfDetail/PhoneNum02055312351
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0900 ARKADELPHIA ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035254
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012207
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09146
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3061
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012207
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09146
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt037195
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt037195
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012207
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09146
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012207
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09146
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PIRMIN BLATTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WILLIAM PENLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2REED MARTINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KENNETH TOLEDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt040256
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE PROGRAMMING FOR UNDERGRADUATE CHAPTER OF A NATIONAL COLLEGIATE SOCIAL AND LEADERSHIP FRATERNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION ENGAGED IN PHILANTHROPIC ACTIVITIES FOR THE BENEFIT OF NUMEROUSCHARITABLE EFFORTS OF THE ORGANIZATION ON CAMPUS AS WELL AS THE ORGANIZATION'SNATIONAL SUPPORT OF THE HUNTSMAN CANCER INSTUTUE IN SALT LAKE CITY, UTAH
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt040256
IRS990EZ/TotalRevenueAmt037195
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SOCIAL ACTIVITIES $40256
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH TOLEDO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA CHI FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHI CHI CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0631024577
ReturnHeader/Filer/PhoneNum02055312351
ReturnHeader/Filer/USAddress/AddressLine1Txt0900 ARKADELPHIA ROAD
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035254
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0610567366
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHARLES T MITCHELL CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0229 W MAIN ST STE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRANKFORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040601
ReturnHeader/PreparerPersonGrp/PhoneNum05022277395
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James E Clouse CPA
ReturnHeader/ReturnTs02023-04-29T15:32:10-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KENNETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TOLEDO
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,146
Liabilities
$0
Net assets
$9,146
Revenue
$37,195
Expenses
$40,256
Net income
-$3,061
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$34.2$36.6$2.43
2022Detailed filing. Detailed filing data is available for this year.$9.15$0.00$9.15$37.2$40.3$3.06
2021Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$45.2$35.8$9.46
2019Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$39.2$32.7$6.50
2016Summary only. Only limited summary data is available for this year.$11.7$0.00$93.7$87.1$6.67
2015Summary only. Only limited summary data is available for this year.$5.01$0.00$91.1$99.1$8.00
2014Summary only. Only limited summary data is available for this year.$13.3$0.00$86.5$87.6$1.11
2013Summary only. Only limited summary data is available for this year.$14.1$0.00$82.0$76.8$5.22
2012Summary only. Only limited summary data is available for this year.$8.89$0.00$60.8$54.5$6.26
2011Summary only. Only limited summary data is available for this year.$2.63$0.00$78.6$77.8$0.84
2010Summary only. Only limited summary data is available for this year.$1.79$0.00$81.8$83.2$1.40