Civic Intelligence

Tau Sigma Inc.

990 • Fiscal year 2017 • EIN 63-1235903

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 15, 2018

Organization ProfileWWW.AUBURN.EDU/TAUSIGMA
303 Lowder HallAuburn University, AL 36849

(334) 844-3010

Siviq Scores

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

Liabilities / Assets

66th percentile

0.13x

Higher debt load relative to assets than 66% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

73rd percentile

0.17x

Higher debt load relative to revenue than 73% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

65th percentile

$49,412

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 9.1% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

76th percentile

19%

Faster asset growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

38th percentile

-0.4%

Faster revenue growth than 38% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$717,912

Up $114,171 (+19%) from 2016

Net Assets

Up

$623,701

Up $84,529 (+16%) from 2016

Liabilities

Up

$94,211

Up $29,642 (+46%) from 2016

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin72nd percentile

Revenue

Down

$541,475

Down $2,026 (-0.4%) from 2016

Expenses

Up

$456,946

Up $13,220 (+3.0%) from 2016

Net Income

Down

$84,529

Down $15,246 (-15%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $222,646Liabilities 2011: $0Net Assets 2011: $222,6462011Assets 2012: $299,074Liabilities 2012: $27,278Net Assets 2012: $271,7962012Assets 2013: $324,661Liabilities 2013: $22,885Net Assets 2013: $301,7762013Assets 2014: $374,940Liabilities 2014: $37,032Net Assets 2014: $337,9082014Assets 2015: $484,093Liabilities 2015: $44,696Net Assets 2015: $439,3972015Assets 2016: $603,741Liabilities 2016: $64,569Net Assets 2016: $539,1722016Assets 2017: $717,912Liabilities 2017: $94,211Net Assets 2017: $623,7012017Assets 2018: $796,459Liabilities 2018: $89,284Net Assets 2018: $707,1752018Assets 2019: $827,682Liabilities 2019: $94,184Net Assets 2019: $733,4982019Assets 2020: $868,286Liabilities 2020: $124,024Net Assets 2020: $744,2622020Assets 2021: $993,179Liabilities 2021: $149,930Net Assets 2021: $843,2492021Assets 2022: $1,062,082Liabilities 2022: $125,571Net Assets 2022: $936,5112022Assets 2023: $1,097,467Liabilities 2023: $145,094Net Assets 2023: $952,3732023Assets 2024: $1,097,024Liabilities 2024: $117,920Net Assets 2024: $979,1042024

Highlighted filing

2017

Assets$717,912
Liabilities$94,211
Net Assets$623,701
Open 2017 Filing

Operations Trend

Revenue Growth38th percentile

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

$600K$400K$200K$0Revenue 2011: $178,912Expenses 2011: $145,110Net Income 2011: $33,8022011Revenue 2012: $307,580Expenses 2012: $258,430Net Income 2012: $49,1502012Expenses 2013: $314,5782013Revenue 2014: $369,200Expenses 2014: $333,068Net Income 2014: $36,1322014Revenue 2015: $479,957Expenses 2015: $378,468Net Income 2015: $101,4892015Revenue 2016: $543,501Expenses 2016: $443,726Net Income 2016: $99,7752016Revenue 2017: $541,475Expenses 2017: $456,946Net Income 2017: $84,5292017Revenue 2018: $552,584Expenses 2018: $469,110Net Income 2018: $83,4742018Revenue 2019: $520,534Expenses 2019: $494,211Net Income 2019: $26,3232019Revenue 2020: $539,061Expenses 2020: $528,297Net Income 2020: $10,7642020Revenue 2021: $575,533Expenses 2021: $476,546Net Income 2021: $98,9872021Revenue 2022: $524,026Expenses 2022: $430,764Net Income 2022: $93,2622022Revenue 2023: $498,626Expenses 2023: $482,764Net Income 2023: $15,8622023Revenue 2024: $472,682Expenses 2024: $445,951Net Income 2024: $26,7312024

Highlighted filing

2017

Revenue$541,475
Expenses$456,946
Net Income$84,529
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 15, 2018
Return Version
2016v3.0
Gross Receipts
$643,035
Mission and Program Overview

Mission

Tau sigma is an academic honor society designed specifically to recognize and promote the academic excellence and involvement of transfer students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$539,172$623,701▲ $84,529
Cash and Non-Interest-Bearing Accounts$419,528$473,028▲ $53,500
Savings and Temporary Cash Investments$184,213$244,884▲ $60,671
Total Assets$603,741$717,912▲ $114,171
Liabilities
Other Liabilities$64,569$94,211▲ $29,642
Total Liabilities$64,569$94,211▲ $29,642
Net Assets / Fund Balance
Total Net Assets Fund Balance$539,172$623,701▲ $84,529
Total Liabilities and Net Assets / Fund Balance$603,741$717,912▲ $114,171
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lee ColquittExec Dir/secPT$49,412$49,412

Board Members and Trustees

NameTitle
Norman GodwinPresident
Jon WaggonerBoard Member
Sean ThomasBoard Member
Terry MccarthyBoard Member
Scott TippinsVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$498,260
Investment Income
$670
Other Revenue
$42,545
Change in Net Assets
$84,529
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$295,968
Grants and Similar Amounts Paid$86,500
Salaries, Compensation, and Employee Benefits$74,478
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$86,500--$86,500
All Other Expenses$50,794$4,702-$55,496
Current Officers, Directors, Trustees, and Key Employees$49,412--$49,412
Advertising$24,626--$24,626
Other Salaries and Wages$19,773--$19,773
Occupancy-$19,250-$19,250
Other Expenses$15,855--$15,855
Office Expenses$7,881--$7,881
Travel-$5,444-$5,444
Payroll Taxes$5,293--$5,293
Conferences and Meetings$4,808--$4,808
Insurance-$1,634-$1,634
Fees for Services Accounting-$900-$900
Total Functional Expenses$425,016$31,930$0$456,946
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Lee ColquittExecutive DirecSee BelowNo-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Cash Held for Chapters$94,211
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
Yes
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 9

“Norman godwin scott tippins terry mccarthy jon waggoner sean thomas”

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

“The executive director is provided with a draft copy for review prior to filing of the return.”

Form 990, Page 6, Part VI, Line 19

“The organization provides its form 990 upon request to interested parties.”

Filing and Contact Details

Filer

Filer Name
Tau Sigma Inc
EIN
63-1235903
Phone
3348443010
Address
303 LOWDER HALL, AUBURN UNIVERSITY, AL 36849

Signing Officer

Name
Lee Colquitt
Title
Exec Dir/sec/treas
Phone
3348443000
Signed
2018-01-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lee Colquitt
Formed
1999
Legal Domicile
Al
Voting Board Members
6
Independent Board Members
6
Employees
3

Preparer

Firm
Barfield Murphy Shank & Smith LLC
Address
2002 YARBROUGH DR A, OPELIKA, AL 36801-6034
Preparer
John Boles
Phone
3347493449
Supplemental Narrative

Additional Explanations

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

“Tau sigma is a national honor society established to recognize and promote the academic excellence and involvement of transfer students. Since its inception, the organization has inducted over 18,000 members from over 70 chapters nationwide.”

Form 990, Part IX, Line 24E

“Credit card 15,780 0 0 pens 9,746 0 0 advisor gifts 7,583 0 0 other help 4,899 0 0 blankets 4,443 0 0 computer / software 0 4,374 0 certificates 3,208 0 0 power 1,547 0 0 phone 1,189 0 0 other program expenses 1,136 0 0 miscellaneous 681 0 0 certificate holders 582 0 0 bank charges 0 328 0 total 50,794 4,702 0”

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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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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0EXECUTIVE DIREC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0SEE BELOW
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0MR. COLQUITT HANDLES THE PROCUREMENT AND DISTRIBUTION OF ITEMS RELATED TO FUNDRAISING ACTIVITIES OF THE ORGANIZATION THROUGH HIS SOLE PROPRIETORSHIP.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TAU SIGMA IS A NATIONAL HONOR SOCIETY ESTABLISHED TO RECOGNIZE AND PROMOTE THE ACADEMIC EXCELLENCE AND INVOLVEMENT OF TRANSFER STUDENTS. SINCE ITS INCEPTION, THE ORGANIZATION HAS INDUCTED OVER 18,000 MEMBERS FROM OVER 70 CHAPTERS NATIONWIDE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NORMAN GODWIN SCOTT TIPPINS TERRY MCCARTHY JON WAGGONER SEAN THOMAS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR IS PROVIDED WITH A DRAFT COPY FOR REVIEW PRIOR TO FILING OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION PROVIDES ITS FORM 990 UPON REQUEST TO INTERESTED PARTIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CREDIT CARD 15,780 0 0 PENS 9,746 0 0 ADVISOR GIFTS 7,583 0 0 OTHER HELP 4,899 0 0 BLANKETS 4,443 0 0 COMPUTER / SOFTWARE 0 4,374 0 CERTIFICATES 3,208 0 0 POWER 1,547 0 0 PHONE 1,189 0 0 OTHER PROGRAM EXPENSES 1,136 0 0 MISCELLANEOUS 681 0 0 CERTIFICATE HOLDERS 582 0 0 BANK CHARGES 0 328 0 TOTAL 50,794 4,702 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0603741
IRS990/TotalAssetsEOYAmt0717912
IRS990/TotalAssetsGrp/BOYAmt0603741
IRS990/TotalAssetsGrp/EOYAmt0717912
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt031930
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0425016
IRS990/TotalFunctionalExpensesGrp/TotalAmt0456946
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt064569
IRS990/TotalLiabilitiesEOYAmt094211
IRS990/TotalLiabilitiesGrp/BOYAmt064569
IRS990/TotalLiabilitiesGrp/EOYAmt094211
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0539172
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0623701
IRS990/TotalOtherProgSrvcExpenseAmt049412
IRS990/TotalProgramServiceExpensesAmt0425016
IRS990/TotalProgramServiceRevenueAmt0498260
IRS990/TotalReportableCompFromOrgAmt049412
IRS990/TotalRevenueGrp/ExclusionAmt0670
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0540805
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0541475
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0603741
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0717912
IRS990/TravelGrp/ManagementAndGeneralAmt05444
IRS990/TravelGrp/TotalAmt05444
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.AUBURN.EDU/TAUSIGMA
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEE COLQUITT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC DIR/SEC/TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum03348443000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TAU SIGMA INC
ReturnHeader/Filer/BusinessNameControlTxt0TAUS
ReturnHeader/Filer/EIN0631235903
ReturnHeader/Filer/PhoneNum03348443010
ReturnHeader/Filer/USAddress/AddressLine1Txt0303 LOWDER HALL
ReturnHeader/Filer/USAddress/CityNm0AUBURN UNIVERSITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036849
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04FAD14E2C0D576AF87B487A414572B9900BCE685
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09A9B526A55D31B8068E9714908555D38AA3F443A
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461498870
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARFIELD MURPHY SHANK & SMITH LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02002 YARBROUGH DR A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OPELIKA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0368016034
ReturnHeader/PreparerPersonGrp/PhoneNum03347493449
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN BOLES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-01-21T16:06:33-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$717,912
Liabilities
$94,211
Net assets
$623,701
Revenue
$541,475
Expenses
$456,946
Net income
$84,529
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.10$0.12$0.98$0.47$0.45$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.10$0.15$0.95$0.50$0.48$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.13$0.94$0.52$0.43$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.99$0.15$0.84$0.58$0.48$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.12$0.74$0.54$0.53$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.83$0.09$0.73$0.52$0.49$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.80$0.09$0.71$0.55$0.47$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.72$0.09$0.62$0.54$0.46$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.60$0.06$0.54$0.54$0.44$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.48$0.04$0.44$0.48$0.38$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.04$0.34$0.37$0.33$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.02$0.30$0.31
2012Summary only. Only limited summary data is available for this year.$0.30$0.03$0.27$0.31$0.26$0.05
2011Summary only. Only limited summary data is available for this year.$0.22$0.00$0.22$0.18$0.15$0.03