Civic Intelligence

Sigma Phi Epsilon Fraternity Inc

990 • Fiscal year 2015 • EIN 63-6062093

Aug 01, 2014 to Jul 31, 2015 • Filed on Dec 03, 2015

C/O PO Box 722Auburn, AL 36831

(334) 887-9609

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.

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

53rd percentile

0.00x

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

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Net Margin

4th percentile

-44%

Higher net margin than 4% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Asset Growth

11th percentile

-23%

Faster asset growth than 11% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

12th percentile

-22%

Faster revenue growth than 12% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$58,996

Down $17,757 (-23%) from 2014

Net Assets

Down

$58,996

Down $17,757 (-23%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$329,403

Down $94,778 (-22%) from 2014

Expenses

Up

$473,647

Up $78,162 (+20%) from 2014

Net Income

Down

-$144,244

Down $172,940 (-603%) from 2014

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

2015

Assets$58,996
Liabilities$0
Net Assets$58,996

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

2015

Revenue$329,403
Expenses$473,647
Net Income-$144,244
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Dec 3, 2015
Return Version
2014v6.0
Gross Receipts
$329,403
Mission and Program Overview

Mission

Provide room & board for members

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$26,196$58,960▲ $32,764
Savings and Temporary Cash Investments$50,557$36▼ $50,521
Total Assets$76,753$58,996▼ $17,757
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$76,753$58,996▼ $17,757
Total Net Assets Fund Balance$76,753$58,996▼ $17,757
Total Liabilities and Net Assets / Fund Balance$76,753$58,996▼ $17,757
Compensation and Service Providers

Board Members and Trustees

NameTitle
Stewart PittmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$329,400
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$3
Change in Net Assets
$-144,244
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$473,647
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$246,366$2,032-$248,398
Occupancy---$119,262
Other Expenses$64,312--$64,312
Total Functional Expenses$352,353$2,032$0$473,647
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

Filer Name
Sigma Phi Epsilon Fraternity
EIN
63-6062093
Phone
3348879609
Address
C/O PO Box 722, Auburn, AL 36831

Signing Officer

Name
Austin Morris
Title
Treasurer
Phone
3348879609
Signed
2015-12-03
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Phillips & Phillips Cpas
Address
PO BOX 722, AUBURN, AL 36831-0722
Preparer
Ann T Phillips CPA
Phone
3348879609
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

See Attached

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

Social 127955. 127955. Subscriptions 210. 210. Supplies 9048. 9048. Facilities 2014. 2014. Bank charges 18. 18. Food 19754. 19754. National dues 23665. 23665. Utilities 65734. 65734.

Raw XML Appendix224 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/MembershipDuesAmt0329400
IRS990/MembersOrStockholdersInd0false
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
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IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
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ReturnHeader/TaxYr02014

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