Civic Intelligence

Sigma Phi Epsilon Fraternity Mississippi Gamma Fraternity

990EZ • Fiscal year 2016 • EIN 64-0713607

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 17, 2016

PO Box 1880Tuscaloosa, AL 35403

(601) 266-5292

Siviq Scores

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

Liabilities / Assets

84th percentile

0.29x

Higher debt load relative to assets than 84% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

70th percentile

0.05x

Higher debt load relative to revenue than 70% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Net Margin

51st percentile

3.1%

Higher net margin than 51% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Asset Growth

62nd percentile

6.0%

Faster asset growth than 62% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

25th percentile

-10%

Faster revenue growth than 25% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$18,228

Up $1,032 (+6.0%) from 2015

Net Assets

Up

$13,010

Up $3,192 (+33%) from 2015

Liabilities

Down

$5,218

Down $2,160 (-29%) from 2015

Revenue

Down

$102,249

Down $11,532 (-10%) from 2015

Expenses

Down

$99,057

Down $21,980 (-18%) from 2015

Net Income

Up

$3,192

Up $10,448 (+144%) from 2015

Historical Trend

Balance Sheet Trend

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

$40K$20K$0-$20KAssets 2014: $21,614Liabilities 2014: $4,540Net Assets 2014: $17,0742014Assets 2015: $17,196Liabilities 2015: $7,378Net Assets 2015: $9,8182015Assets 2016: $18,228Liabilities 2016: $5,218Net Assets 2016: $13,0102016Assets 2017: $10,711Liabilities 2017: $2,438Net Assets 2017: $8,2732017Assets 2018: $19,667Liabilities 2018: $10,252Net Assets 2018: $9,4152018Assets 2019: $11,395Liabilities 2019: $26,315Net Assets 2019: -$14,9202019Assets 2020: $7,695Liabilities 2020: $0Net Assets 2020: -$13,6032020Assets 2021: $27,955Liabilities 2021: $0Net Assets 2021: $27,9552021Assets 2022: $39,652Liabilities 2022: $0Net Assets 2022: $39,6522022Assets 2023: $27,417Liabilities 2023: $0Net Assets 2023: $27,4172023Assets 2024: $30,116Liabilities 2024: $0Net Assets 2024: $30,1162024

Highlighted filing

2016

Assets$18,228
Liabilities$5,218
Net Assets$13,010

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2014: $90,666Expenses 2014: $89,278Net Income 2014: $1,3882014Revenue 2015: $113,781Expenses 2015: $121,037Net Income 2015: -$7,2562015Revenue 2016: $102,249Expenses 2016: $99,057Net Income 2016: $3,1922016Revenue 2017: $96,413Expenses 2017: $101,150Net Income 2017: -$4,7372017Revenue 2018: $93,795Expenses 2018: $92,653Net Income 2018: $1,1422018Revenue 2019: $74,040Expenses 2019: $98,375Net Income 2019: -$24,3352019Revenue 2020: $74,866Expenses 2020: $73,549Net Income 2020: $1,3172020Revenue 2021: $75,890Expenses 2021: $55,630Net Income 2021: $20,2602021Revenue 2022: $84,133Expenses 2022: $72,436Net Income 2022: $11,6972022Revenue 2023: $106,335Expenses 2023: $118,570Net Income 2023: -$12,2352023Revenue 2024: $138,281Expenses 2024: $135,582Net Income 2024: $2,6992024

Highlighted filing

2016

Revenue$102,249
Expenses$99,057
Net Income$3,192
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 17, 2016
Return Version
2015v2.1
Gross Receipts
$102,249
Mission and Program Overview

Mission

Provide housing meals support for an undergraduate chapter of a national collegiate social fraternity

Provide housing, meals & support for an undergraduate chapter of a national collegiate social fraternity.

Program Services

DescriptionGrantsExpenses
CHAPTER ACTIVITIES - PROVIDED CHAPTER PROGRAMMING FOR MEMBERS OF UNDERGRADUATE CHAPTER OF NATIONAL COLLEGIATE SOCIAL FRATERNITY.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILLIP LOTTPresidentPT$0--
JOSHUA SULLIVANVP Of RecruitmentPT$0--
DYLAN COPELANDVP Of ProgrammingPT$0--
JAYSON SIKESChaplainPT$0--
CLAYTON FRANKLINVP Of CommunicationsPT$0--
JAMES ROGERSVP Of Membership DevelopmePT$0--
ANTHONY MUNSVP Of FinancePT$0--
Filing and Contact Details

Filer

Filer Name
Sigma Phi Epsilon
EIN
64-0713607
Phone
6012665292
Address
PO BOX 1880, TUSCALOOSA, AL 35403

Signing Officer

Name
Anthony Muns
Title
Treasurer
Phone
6012665292
Signed
2016-10-17
Discuss with paid preparer
Yes

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-ez, Part I, Line 4 - Other Investment Income

Description: interest. Amount: 1.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bad debs & collection expenses. Amount: 4218. Description: national fees. Amount: 25569. Description: campus activities. Amount: 5469. Description: supplies. Amount: 3104. Description: social. Amount: 30916. Description: credit card discounts. Amount: 1661. Description: other. Amount: 1824. Description: rush. Amount: 3048. Description: composite. Amount: 1445. Description: conference. Amount: 2192. Description: scholarship. Amount: 3075. Description: dues. Amount: 2271. Total to form 990-ez, line 16: 84792.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 5743. End of year amount: 4943.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: deferred revenue. Beg. Of year amount: 5743. End of year amount: 4943. Description: accounts payable. Beg. Of year amount: 1635. End of year amount: 275.

Raw XML Appendix141 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GREEK RESOURCE SERVICES INC
IRS990EZ/BooksInCareOfDetail/PhoneNum02057587754
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02118 8TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TUSCALOOSA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035401
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011453
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013285
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt01
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt03192
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09008
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017196
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018228
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03895
IRS990EZ/GrossReceiptsAmt0102249
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00158
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt023672
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09818
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013010
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09818
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PHILLIP LOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOSHUA SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DYLAN COPELAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAYSON SIKES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CLAYTON FRANKLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JAMES ROGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANTHONY MUNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP OF RECRUITMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP OF PROGRAMMING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CHAPLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF MEMBERSHIP DEVELOPME
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP OF FINANCE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05743
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04943
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt084792
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE HOUSING, MEALS & SUPPORT FOR AN UNDERGRADUATE CHAPTER OF A NATIONAL COLLEGIATE SOCIAL FRATERNITY.
IRS990EZ/PrintingPublicationsPostageAmt01362
IRS990EZ/ProgramServiceRevenueAmt078575
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHAPTER ACTIVITIES - PROVIDED CHAPTER PROGRAMMING FOR MEMBERS OF UNDERGRADUATE CHAPTER OF NATIONAL COLLEGIATE SOCIAL FRATERNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07378
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05218
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt099057
IRS990EZ/TotalRevenueAmt0102249
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BAD DEBS & COLLECTION EXPENSES. AMOUNT: 4218. DESCRIPTION: NATIONAL FEES. AMOUNT: 25569. DESCRIPTION: CAMPUS ACTIVITIES. AMOUNT: 5469. DESCRIPTION: SUPPLIES. AMOUNT: 3104. DESCRIPTION: SOCIAL. AMOUNT: 30916. DESCRIPTION: CREDIT CARD DISCOUNTS. AMOUNT: 1661. DESCRIPTION: OTHER. AMOUNT: 1824. DESCRIPTION: RUSH. AMOUNT: 3048. DESCRIPTION: COMPOSITE. AMOUNT: 1445. DESCRIPTION: CONFERENCE. AMOUNT: 2192. DESCRIPTION: SCHOLARSHIP. AMOUNT: 3075. DESCRIPTION: DUES. AMOUNT: 2271. TOTAL TO FORM 990-EZ, LINE 16: 84792.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 5743. END OF YEAR AMOUNT: 4943.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 5743. END OF YEAR AMOUNT: 4943. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 1635. END OF YEAR AMOUNT: 275.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY MUNS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06012665292
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA PHI EPSILON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MISSISSIPPI GAMMA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0640713607
ReturnHeader/Filer/PhoneNum06012665292
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/Filer/USAddress/CityNm0TUSCALOOSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035403
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/PreparerPersonNm0JOHN T MURDOCK
ReturnHeader/ReturnTs02016-11-10T09:37:36-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings