Civic Intelligence

Sigma Phi Epsilon Fraternity Inc

990 • Fiscal year 2014 • EIN 63-6062093

Aug 01, 2013 to Jul 31, 2014 • Filed on Mar 16, 2015

C/O PO Box 72236831

(334) 887-9609

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.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

52nd percentile

0.00x

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

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Net Margin

62nd percentile

6.8%

Higher net margin than 62% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Asset Growth

96th percentile

135%

Faster asset growth than 96% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

59th percentile

5.8%

Faster revenue growth than 59% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2012 to 2014

Assets

Up

$76,753

Up $44,096 (+135%) from 2013

Net Assets

Up

$76,753

Up $44,096 (+135%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

$424,181

No earlier filing loaded for comparison.

Expenses

Up

$395,485

Up $32,752 (+9.0%) from 2013

Net Income

$28,696

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$100K$50K$0-$50KAssets 2010: $67,115Liabilities 2010: $0Net Assets 2010: $67,1152010Assets 2011: $14,055Liabilities 2011: $21,500Net Assets 2011: -$7,4452011Assets 2012: $22,211Liabilities 2012: $21,500Net Assets 2012: $7112012Assets 2013: $32,657Liabilities 2013: $0Net Assets 2013: $32,6572013Assets 2014: $76,753Liabilities 2014: $0Net Assets 2014: $76,7532014Assets 2015: $58,996Liabilities 2015: $0Net Assets 2015: $58,9962015Assets 2016: $16,763Liabilities 2016: $0Net Assets 2016: $16,7632016Assets 2017: $34,957Liabilities 2017: $8,435Net Assets 2017: $26,5222017Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2014

Assets$76,753
Liabilities$0
Net Assets$76,753

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $401,4172010Revenue 2011: $347,461Expenses 2011: $440,970Net Income 2011: -$93,5092011Revenue 2012: $379,043Expenses 2012: $370,887Net Income 2012: $8,1562012Expenses 2013: $362,7332013Revenue 2014: $424,181Expenses 2014: $395,485Net Income 2014: $28,6962014Revenue 2015: $329,403Expenses 2015: $473,647Net Income 2015: -$144,2442015Revenue 2016: $512,568Expenses 2016: $554,802Net Income 2016: -$42,2342016Revenue 2017: $355,965Expenses 2017: $309,834Net Income 2017: $46,1312017Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2014

Revenue$424,181
Expenses$395,485
Net Income$28,696
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Mar 16, 2015
Return Version
2013v4.0
Gross Receipts
$424,181
Mission and Program Overview

Mission

Provide room & board for members

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$50,557-
Cash and Non-Interest-Bearing Accounts$32,657$26,196▼ $6,461
Total Assets$32,657$76,753▲ $44,096
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$32,657$76,753▲ $44,096
Total Net Assets Fund Balance$32,657$76,753▲ $44,096
Total Liabilities and Net Assets / Fund Balance$32,657$76,753▲ $44,096
Compensation and Service Providers

Board Members and Trustees

NameTitle
Stewart PittmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$424,176
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$5
Change in Net Assets
$28,696
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$395,485
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$167,641$20,827-$188,468
Other Expenses$68,752$12-$68,752
Total Functional Expenses$374,646$20,839$0$395,485
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Filing and Contact Details

Filer

EIN
63-6062093
Phone
3348879609

Signing Officer

Name
Austin Panhans
Title
Vice-president Finance
Phone
3348879609
Signed
2015-03-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Austin Panhans
Formed
1963
Legal Domicile
Al
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Preparer
Ann T Phillips CPA
Phone
3348879609
Supplemental Narrative

Additional Explanations

Pt VI, Line 11A

treasurer review

Pt VI, Line 11B

copies issued

Form 990EZ, Part I, Line 16

Bank service charges contributions dues food insurance miscellaneous repairs & maintenance social utilities supplies cleaning taxes office

Form 990, Part IX, Line 24F

Postage 44. 44. Social 167378. 167378. Office 925. 925. Registration fees 50. 50. Repairs & maintenance 17985. 17985. Scholarship 213. 213. Subscriptions 825. 825. Supplies 1048. 1048.

Raw XML Appendix226 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Provide room & board for members
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt020827
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0167641
IRS990/AllOtherExpensesGrp/TotalAmt0188468
IRS990/BooksInCareOfDetail/PersonNm0SIGMA PHI EPSILON
IRS990/BooksInCareOfDetail/PhoneNum03348879609
IRS990/BooksInCareOfDetail/USAddress/AddressLine10926 West Magnolia Avenue
IRS990/BooksInCareOfDetail/USAddress/City0Auburn
IRS990/BooksInCareOfDetail/USAddress/State0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCode036830
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt032657
IRS990/CashNonInterestBearingGrp/EOYAmt026196
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0424176
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0395485
IRS990/CYOtherRevenueAmt05
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt028696
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0395485
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0424181
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVIDE FELLOWSHIP ALONG WITH ROOM & BOARD
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0STEWART PITTMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01963
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0424181
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AL
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0424176
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt05
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt05
IRS990/MissionDesc0Provide room & board for members
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt032657
IRS990/NetAssetsOrFundBalancesEOYAmt076753
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0Bank Charges
IRS990/OtherExpensesGrp/Desc1Food
IRS990/OtherExpensesGrp/Desc2Dues
IRS990/OtherExpensesGrp/Desc3Utilities
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012
IRS990/OtherExpensesGrp/ProgramServicesAmt0105009
IRS990/OtherExpensesGrp/ProgramServicesAmt133244
IRS990/OtherExpensesGrp/ProgramServicesAmt268752
IRS990/OtherExpensesGrp/TotalAmt012
IRS990/OtherExpensesGrp/TotalAmt1105009
IRS990/OtherExpensesGrp/TotalAmt233244
IRS990/OtherExpensesGrp/TotalAmt368752
IRS990/OtherRevenueTotalAmt05
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0AUSTIN PANHANS
IRS990/PriorPeriodAdjustmentsAmt015400
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0394678
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0362733
IRS990/PYRevenuesLessExpensesAmt031945
IRS990/PYTotalExpensesAmt0362733
IRS990/PYTotalRevenueAmt0394678
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt028696
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/EOYAmt050557
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0treasurer review
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1copies issued
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK SERVICE CHARGES CONTRIBUTIONS DUES FOOD INSURANCE MISCELLANEOUS REPAIRS & MAINTENANCE SOCIAL UTILITIES SUPPLIES CLEANING TAXES OFFICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3POSTAGE 44. 44. SOCIAL 167378. 167378. OFFICE 925. 925. REGISTRATION FEES 50. 50. REPAIRS & MAINTENANCE 17985. 17985. SCHOLARSHIP 213. 213. SUBSCRIPTIONS 825. 825. SUPPLIES 1048. 1048.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24f
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt032657
IRS990/TotalAssetsEOYAmt076753
IRS990/TotalAssetsGrp/BOYAmt032657
IRS990/TotalAssetsGrp/EOYAmt076753
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0424176
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020839
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0374646
IRS990/TotalFunctionalExpensesGrp/TotalAmt0395485
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt032657
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt076753
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0424181
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt032657
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt076753
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt032657
IRS990/UnrestrictedNetAssetsGrp/EOYAmt076753
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10926 W Magnolia Ave
IRS990/USAddress/City0Auburn
IRS990/USAddress/State0AL
IRS990/USAddress/ZIPCode036830
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AUSTIN PANHANS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE-PRESIDENT FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum03348879609
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-16
ReturnHeader/Filer/BusinessName/BusinessNameLine10Sigma Phi Epsilon Fraternity
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0636062093
ReturnHeader/Filer/PhoneNum03348879609
ReturnHeader/Filer/USAddress/AddressLine10C/O PO Box 722
ReturnHeader/Filer/USAddress/City0Auburn
ReturnHeader/Filer/USAddress/State0AL
ReturnHeader/Filer/USAddress/ZIPCode036831
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10PHILLIPS & PHILLIPS CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 722
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0AUBURN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0368310722
ReturnHeader/PreparerPersonGrp/PhoneNum03348879609
ReturnHeader/PreparerPersonGrp/PreparationDt02015-03-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANN T PHILLIPS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-03-16T11:35:54-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-08-01
ReturnHeader/TaxPeriodEndDt02014-07-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.35$0.08$0.27$3.56$3.10$0.46
2016Summary only. Only limited summary data is available for this year.$0.17$0.00$0.17$5.13$5.55$0.42
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$3.29$4.74$1.44
2014Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$4.24$3.95$0.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.00$0.33$3.63
2012Summary only. Only limited summary data is available for this year.$0.22$0.22$0.01$3.79$3.71$0.08
2011Summary only. Only limited summary data is available for this year.$0.14$0.22$0.07$3.47$4.41$0.94
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.00$0.67$4.01