Civic Intelligence

Sigma Phi Epsilon Fraternity Mississippi Gamma Fraternity

990EZ • Fiscal year 2017 • EIN 64-0713607

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 06, 2017

PO Box 1880Tuscaloosa, AL 35403

(205) 758-7754

Siviq Scores

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

Liabilities / Assets

81st percentile

0.23x

Higher debt load relative to assets than 81% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

65th percentile

0.03x

Higher debt load relative to revenue than 65% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Net Margin

26th percentile

-4.9%

Higher net margin than 26% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

6th percentile

-41%

Faster asset growth than 6% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

32nd percentile

-5.7%

Faster revenue growth than 32% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$10,711

Down $7,517 (-41%) from 2016

Net Assets

Down

$8,273

Down $4,737 (-36%) from 2016

Liabilities

Down

$2,438

Down $2,780 (-53%) from 2016

Revenue

Down

$96,413

Down $5,836 (-5.7%) from 2016

Expenses

Up

$101,150

Up $2,093 (+2.1%) from 2016

Net Income

Down

-$4,737

Down $7,929 (-248%) from 2016

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

2017

Assets$10,711
Liabilities$2,438
Net Assets$8,273

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

2017

Revenue$96,413
Expenses$101,150
Net Income-$4,737
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 6, 2017
Return Version
2016v3.0
Gross Receipts
$96,413
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
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.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSHUA SULLIVANPresident-$0--
TYLER BARNETTVP Of Recrui-$0--
ROBERT BECTONVP Of Progra-$0--
EVAN RETHERFORDChaplain-$0--
HUDSON MULLINSVP Of Commun-$0--
JAMES ROGERSVP Of Member-$0--
ALEX FERGUSONVP Of Financ-$0--
Filing and Contact Details

Filer

Filer Name
Sigma Phi Epsilon
EIN
64-0713607
Phone
2057587754
Address
PO BOX 1880, TUSCALOOSA, AL 35403

Signing Officer

Name
Alex Ferguson
Title
VP of Finance
Signed
2017-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Greek Resource Services Inc
Address
2118 8TH ST, TUSCALOOSA, AL 35401-2134
Preparer
John T Murdock
Phone
2057587754
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office expenses 304 -3,033 bad debts & collections 6,016 national expenses 33,166 campus & chapter activity 2,030 composite 2,462 dues 1,999 philanthropy 1,058 scholarship 2,901 social 35,403 rush 3,743 credit card discounts 1,579 other 1,631 total 89,259

Form 990-ez, Part II, Line 24

Accounts receivable 4,943 5,784 total 4,943 5,784

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 275 275 deferred revenue 4,943 2,163

Form 990-ez, Part III

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

Form 990-ez, Part III, Line 31

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

Raw XML Appendix124 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/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/BOYAmt013285
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04927
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4737
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08299
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018228
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010711
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03592
IRS990EZ/GrossReceiptsAmt096413
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00158
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013010
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08273
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013010
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08273
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOSHUA SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TYLER BARNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT BECTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3EVAN RETHERFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HUDSON MULLINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JAMES ROGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ALEX FERGUSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP OF RECRUI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP OF PROGRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CHAPLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF COMMUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP OF FINANC
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04943
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05784
IRS990EZ/OtherExpensesTotalAmt089259
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE HOUSING, MEALS & SUPPORT FOR AN UNDERGRADUATE CHAPTER OF A NATIONAL COLLEGIATE SOCIAL FRATERNITY.
IRS990EZ/ProgramServiceRevenueAmt096413
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE HOUSING, MEALS & SUPPORT FOR AN UNDERGRADUATE CHAPTER OF A NATIONAL COLLEGIATE SOCIAL FRATERNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE HOUSING, MEALS & SUPPORT FOR AN UNDERGRADUATE CHAPTER OF A NATIONAL COLLEGIATE SOCIAL FRATERNITY.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05218
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02438
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0101150
IRS990EZ/TotalRevenueAmt096413
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.USMSIGEP.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES 304 -3,033 BAD DEBTS & COLLECTIONS 6,016 NATIONAL EXPENSES 33,166 CAMPUS & CHAPTER ACTIVITY 2,030 COMPOSITE 2,462 DUES 1,999 PHILANTHROPY 1,058 SCHOLARSHIP 2,901 SOCIAL 35,403 RUSH 3,743 CREDIT CARD DISCOUNTS 1,579 OTHER 1,631 TOTAL 89,259
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 4,943 5,784 TOTAL 4,943 5,784
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 275 275 DEFERRED REVENUE 4,943 2,163
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROVIDE HOUSING, MEALS & SUPPORT FOR AN UNDERGRADUATE CHAPTER OF A NATIONAL COLLEGIATE SOCIAL FRATERNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROVIDE HOUSING, MEALS & SUPPORT FOR AN UNDERGRADUATE CHAPTER OF A NATIONAL COLLEGIATE SOCIAL FRATERNITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEX FERGUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA PHI EPSILON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MISSISSIPPI GAMMA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0640713607
ReturnHeader/Filer/PhoneNum02057587754
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/Filer/USAddress/CityNm0TUSCALOOSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035403
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FD6E2491316CF10D8131EE8534B5E190479DFC91
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FD6E2491316CF10D8131EE8534B5E190479DFC91
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631044933
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEK RESOURCE SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02118 8TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354012134
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN T MURDOCK
ReturnHeader/ReturnTs02017-11-14T16:33:50-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings