Civic Intelligence

Sigma Phi Epsilon Fraternity Mississippi Gamma Fraternity

990EZ • Fiscal year 2018 • EIN 64-0713607

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 23, 2018

PO Box 1880Tuscaloosa, AL 35403-1880

(205) 758-7754

Siviq Scores

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

Liabilities / Assets

90th percentile

0.52x

Higher debt load relative to assets than 90% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

76th percentile

0.11x

Higher debt load relative to revenue than 76% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Net Margin

46th percentile

1.2%

Higher net margin than 46% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

95th percentile

84%

Faster asset growth than 95% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

41st percentile

-2.7%

Faster revenue growth than 41% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$19,667

Up $8,956 (+84%) from 2017

Net Assets

Up

$9,415

Up $1,142 (+14%) from 2017

Liabilities

Up

$10,252

Up $7,814 (+321%) from 2017

Revenue

Down

$93,795

Down $2,618 (-2.7%) from 2017

Expenses

Down

$92,653

Down $8,497 (-8.4%) from 2017

Net Income

Up

$1,142

Up $5,879 (+124%) from 2017

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

2018

Assets$19,667
Liabilities$10,252
Net Assets$9,415

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

2018

Revenue$93,795
Expenses$92,653
Net Income$1,142
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 23, 2018
Return Version
2017v2.3
Gross Receipts
$93,795
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 & CHAPTER PROGRAMMING FOR AN UNDERGRADUATE CHAPTER OF A NATIONAL COLLEGIATE SOCIAL FRATERNITY.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT BECTONPresidentPT$0--
IAN VOWELLVP Of RecruiPT$0--
JOHN LEGGETTVP Of PrograPT$0--
JOHN FORBESChaplainPT$0--
EVAN MORRRISVP Of CommunPT$0--
CORT MCCULLOUGHVP Of MemberPT$0--
ERIK HANDSHOEVP Of FinancPT$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Erik Handshoe
Title
VP of Finance
Signed
2018-10-23
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 16

Expenses office expenses 489 conferences 3,080 bad debt & collection 6,689 national expense 25,961 campus & chapter activity 3,660 storage & equipment ren 3,832 dues 975 philanthropy 3,540 scholarship 2,000 social 25,540 rush 1,217 credit card discount 1,552 other 5,120 total 83,655

Form 990-ez, Part II, Line 24

Accounts receivable 5,784 6,420 total 5,784 6,420

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 275 3,832 deferred revenue 2,163 6,420

Form 990-ez, Part III

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

Raw XML Appendix127 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/BOYAmt04927
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013247
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0300
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01142
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08608
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010711
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019667
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0390
IRS990EZ/GrossReceiptsAmt093795
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00158
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08273
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09415
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08273
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09415
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT BECTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1IAN VOWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN LEGGETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN FORBES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4EVAN MORRRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CORT MCCULLOUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ERIK HANDSHOE
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/BOYAmt05784
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06420
IRS990EZ/OtherExpensesTotalAmt083655
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE HOUSING, MEALS & SUPPORT FOR AN UNDERGRADUATE CHAPTER OF A NATIONAL COLLEGIATE SOCIAL FRATERNITY.
IRS990EZ/ProgramServiceRevenueAmt093495
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE HOUSING & CHAPTER PROGRAMMING FOR AN UNDERGRADUATE CHAPTER OF A NATIONAL COLLEGIATE SOCIAL FRATERNITY.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02438
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010252
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt092653
IRS990EZ/TotalRevenueAmt093795
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.USMSIGEP.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES 489 CONFERENCES 3,080 BAD DEBT & COLLECTION 6,689 NATIONAL EXPENSE 25,961 CAMPUS & CHAPTER ACTIVITY 3,660 STORAGE & EQUIPMENT REN 3,832 DUES 975 PHILANTHROPY 3,540 SCHOLARSHIP 2,000 SOCIAL 25,540 RUSH 1,217 CREDIT CARD DISCOUNT 1,552 OTHER 5,120 TOTAL 83,655
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 5,784 6,420 TOTAL 5,784 6,420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 275 3,832 DEFERRED REVENUE 2,163 6,420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROVIDE 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
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIK HANDSHOE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-23
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/ZIPCd0354031880
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FD6E2491316CF10D8131EE8534B5E190479DFC91
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FD6E2491316CF10D8131EE8534B5E190479DFC91
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.243.162.178
ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm018:34:24
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/PreparationDt02018-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN T MURDOCK
ReturnHeader/ReturnTs02018-11-13T18:34:24-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings