Civic Intelligence

Sigma Alpha Epsilon Fraternity

990 • Fiscal year 2017 • EIN 73-0581503

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 18, 2018

131 E Main Street Suite 201Norman, OK 73069

(405) 364-1856

Siviq Scores

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

Liabilities / Assets

48th percentile

0.23x

Higher debt load relative to assets than 48% of similar nonprofits.

2017 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

100th percentile

6122.45x

Higher debt load relative to revenue than 100% of similar nonprofits.

2017 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2017

Net Margin

1st percentile

-232153%

Higher net margin than 1% of similar nonprofits.

2017 filings • 501(c)7 • $1M-$5M 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

9th percentile

-7.9%

Faster asset growth than 9% of similar nonprofits.

2017 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$1,325,708

Down $113,755 (-7.9%) from 2016

Net Assets

Down

$1,025,708

Down $113,755 (-10.0%) from 2016

Liabilities

Flat

$300,000

Flat from 2016

Revenue

Down

$49

Down $29,110 (-100%) from 2016

Expenses

Down

$113,804

Down $23,862 (-17%) from 2016

Net Income

Down

-$113,755

Down $5,248 (-4.8%) from 2016

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,776,862Liabilities 2011: $676,687Net Assets 2011: $1,100,1752011Assets 2012: $1,700,967Liabilities 2012: $486,117Net Assets 2012: $1,214,8502012Assets 2013: $1,605,558Liabilities 2013: $420,115Net Assets 2013: $1,185,4432013Assets 2014: $1,544,559Liabilities 2014: $349,219Net Assets 2014: $1,195,3402014Assets 2015: $1,547,970Liabilities 2015: $300,000Net Assets 2015: $1,247,9702015Assets 2016: $1,439,463Liabilities 2016: $300,000Net Assets 2016: $1,139,4632016Assets 2017: $1,325,708Liabilities 2017: $300,000Net Assets 2017: $1,025,7082017Assets 2018: $1,227,543Liabilities 2018: $300,000Net Assets 2018: $927,5432018Assets 2024: $761,526Liabilities 2024: $291,656Net Assets 2024: $469,8702024

Highlighted filing

2017

Assets$1,325,708
Liabilities$300,000
Net Assets$1,025,708

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $791,632Expenses 2011: $824,117Net Income 2011: -$32,4852011Revenue 2012: $912,630Expenses 2012: $797,919Net Income 2012: $114,7112012Revenue 2013: $827,144Expenses 2013: $856,551Net Income 2013: -$29,4072013Revenue 2014: $857,484Expenses 2014: $847,587Net Income 2014: $9,8972014Revenue 2015: $831,677Expenses 2015: $779,047Net Income 2015: $52,6302015Revenue 2016: $29,159Expenses 2016: $137,666Net Income 2016: -$108,5072016Revenue 2017: $49Expenses 2017: $113,804Net Income 2017: -$113,7552017Revenue 2018: $6,396Expenses 2018: $104,561Net Income 2018: -$98,1652018Revenue 2024: $101,798Expenses 2024: $108,482Net Income 2024: -$6,6842024

Highlighted filing

2017

Revenue$49
Expenses$113,804
Net Income-$113,755
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 18, 2018
Return Version
2016v3.1
Gross Receipts
$49
Mission and Program Overview

Mission

SOCIAL CLUB

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,365,870$1,279,943▼ $85,927
Rtn Earn Endowment Incm Other Fnds$1,139,463$1,025,708▼ $113,755
Cash and Non-Interest-Bearing Accounts$71,173$43,345▼ $27,828
Total Assets$1,439,463$1,325,708▼ $113,755
Other Assets Total$2,420$2,420→ $0
Liabilities
Unsecured Notes Loans Payable$300,000$300,000→ $0
Total Liabilities$300,000$300,000→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,139,463$1,025,708▼ $113,755
Total Liabilities and Net Assets / Fund Balance$1,439,463$1,325,708▼ $113,755

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,260,565$1,021,090$2,281,655
Other Land Buildings$19,378$63,042$82,420
Compensation and Service Providers

Board Members and Trustees

NameTitle
Corry WoolingtonCo-president
Jeff CloudCo-president
Andy HoodTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$49
Other Revenue
$0
Change in Net Assets
$-113,755
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$113,804
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
Depreciation Depletion---$85,927
Interest---$10,500
Fees for Services Legal---$2,777
Fees for Services Accounting---$1,440
Occupancy---$1,030
Other Expenses---$500
All Other Expenses---$46
Total Functional Expenses$0$0$0$113,804
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

A copy of the form 990 was provided to the organization's treasurer prior to filing. The treasurer reviews the form 990 and consults with other officers as needed.

Form 990, Page 6, Part VI, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Sigma Alpha Epsilon
EIN
73-0581503
Phone
4053641856
Address
131 E MAIN STREET SUITE 201, NORMAN, OK 73069

Signing Officer

Name
Andy Hood
Title
Treasurer
Phone
4053641856
Signed
2018-01-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Corry Woolington
Legal Domicile
Ok
Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Firm
Harrison Henderson Pllc
Address
131 E MAIN ST STE 201, NORMAN, OK 73069
Preparer
Randall G Mcguire CPA
Phone
4053293110
Raw XML Appendix238 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/GrantsToIndividualsInd0false
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IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt049
IRS990/GroupReturnForAffiliatesInd0false
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IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InterestGrp/TotalAmt010500
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt049
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IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01084132
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IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
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ReturnHeader/BuildTS02018-03-14 21:41:22Z
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ReturnHeader/ReturnTs02018-01-24T14:08:25-06:00
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ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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