Civic Intelligence

Sigma Chi Epsilon Education Foundation

990EZ • Fiscal year 2014 • EIN 74-2233708

Jul 01, 2013 to Jun 30, 2014 • Filed on May 15, 2015

Organization ProfileNA
5120 N Meadow Ridge Circle75070

(214) 621-6867

Siviq Scores

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

Liabilities / Assets

94th percentile

0.82x

Higher debt load relative to assets than 94% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

99th percentile

3.91x

Higher debt load relative to revenue than 99% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Net Margin

34th percentile

-1.7%

Higher net margin than 34% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Asset Growth

31st percentile

-4.1%

Faster asset growth than 31% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

44th percentile

-0.3%

Faster revenue growth than 44% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$451,573

Down $19,524 (-4.1%) from 2013

Net Assets

Down

$83,225

Down $1,611 (-1.9%) from 2013

Liabilities

Down

$368,348

Down $17,913 (-4.6%) from 2013

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin34th percentile

Revenue

Down

$94,242

Down $323 (-0.3%) from 2013

Expenses

Up

$95,853

Up $213 (+0.2%) from 2013

Net Income

Down

-$1,611

Down $536 (-50%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$600K$400K$200K$0Assets 2011: $467,569Liabilities 2011: $380,047Net Assets 2011: $87,5222011Assets 2012: $485,833Liabilities 2012: $399,922Net Assets 2012: $85,9112012Assets 2013: $471,097Liabilities 2013: $386,261Net Assets 2013: $84,8362013Assets 2014: $451,573Liabilities 2014: $368,348Net Assets 2014: $83,2252014Assets 2015: $430,194Liabilities 2015: $351,623Net Assets 2015: $78,5712015Assets 2016: $412,778Liabilities 2016: $332,353Net Assets 2016: $80,4252016

Highlighted filing

2014

Assets$451,573
Liabilities$368,348
Net Assets$83,225
Open 2014 Filing

Operations Trend

Revenue Growth44th percentile

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

$100K$50K$0-$50KRevenue 2011: $31,221Expenses 2011: $16,279Net Income 2011: $14,9422011Revenue 2012: $88,700Expenses 2012: $92,530Net Income 2012: -$3,8302012Revenue 2013: $94,565Expenses 2013: $95,640Net Income 2013: -$1,0752013Revenue 2014: $94,242Expenses 2014: $95,853Net Income 2014: -$1,6112014Revenue 2015: $88,539Expenses 2015: $93,193Net Income 2015: -$4,6542015Revenue 2016: $92,907Expenses 2016: $91,053Net Income 2016: $1,8542016

Highlighted filing

2014

Revenue$94,242
Expenses$95,853
Net Income-$1,611
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 15, 2015
Return Version
2013v4.0
Gross Receipts
$94,242
Mission and Program Overview

Mission

To purchase, manage, sell and operate property for the use of the texas state university chapter of delta tau delta international fraternity. This property and management is to the benefit of the membership of sigma chi epsilon educational foundation whose use of the property is for the betterment of the organization and to strenthen their brotherhood, a primary tenant of membership.

Program Services

DescriptionGrantsExpenses
PROVIDES PROPERTY, HOUSING, AND ITS MANAGEMENT FOR THE TEXAS STATE UNIVERSITY CHAPTER OF DELTA TAU DELTA INTERNATIONAL FRATERNITY$0$0
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSH SCHNEIDERPresident-$0--
DOUG GANNONVice President-$0--
GREG MCLAINTreasurer-$0--
MARC VALENTINISecretary-$0--
Filing and Contact Details

Filer

EIN
74-2233708
Phone
2146216867

Signing Officer

Name
Josh Schneider
Title
President
Phone
2146216867
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

Preparer
Ingram Wallis Company PC
Phone
9797762600
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8 - Other Revenue

“Description: HOUSE. Amount: 94,242.”

Form 990-EZ, Part I, Line 14

“Description: Depreciation. Amount: 19,105. Description: REPAIRS & MAINTENANCE. Amount: 6,998. Description: TAXES - PROPERTY. Amount: 11,295. Description: UTILITIES. Amount: 12,320. Description: INSURANCE. Amount: 3,601. Description: CLEANING. Amount: 3,790. Description: SUPPLIES. Amount: 712. Total to Form 990-EZ, line 14: 57,821.”

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

“Description: BANK FEES. Amount: 19. Description: INTEREST. Amount: 27,982. Description: MEALS. Amount: 920. Description: TRAVEL. Amount: 5,494. Description: OFFICE EXPENSE. Amount: 64. Description: DONATIONS. Amount: 2,000. Description: MISCELLANEOUS. Amount: 1,000. Total to Form 990-EZ, line 16: 37,479.”

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

“Description: ESCROW - DELTA TAU DELTA FRATERNITY. Beg. of Year Amount: 5,389. End of Year Amount: 5,372. Description: N/R CHAPTER. Beg. of Year Amount: 4,750. End of Year Amount: 4,750. Description: Other Depreciable Assets. Beg. of Year Amount: 9,141. End of Year Amount: 6,280.”

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

“Description: N/P DELTA TAU DELTA FRATERNITY. Beg. of Year Amount: 364,126. End of Year Amount: 353,570. Description: N/P JOHN SHEPPERSON. Beg. of Year Amount: 20,688. End of Year Amount: 14,331. Description: N/P . Beg. of Year Amount: 1,447. End of Year Amount: 447.”

Raw XML Appendix120 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/BusinessNameLine10JOSH SCHNEIDER
IRS990EZ/BooksInCareOfDetail/PhoneNum02146216867
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine105120 N MEADOW RIDGE CIRCLE
IRS990EZ/BooksInCareOfDetail/USAddress/City0MCKINNEY
IRS990EZ/BooksInCareOfDetail/USAddress/State0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode075070
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05254
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04852
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1611
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0553
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0451573
IRS990EZ/GrossReceiptsAmt094242
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt0446563
IRS990EZ/LandAndBuildingsGrp/EOYAmt0430319
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt084836
IRS990EZ/NetAssetsOrFundBalancesEOYAmt083225
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt084836
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt083225
IRS990EZ/OccupancyRentUtltsAndMaintAmt057821
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOSH SCHNEIDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DOUG GANNON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GREG MCLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARC VALENTINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt019280
IRS990EZ/OtherAssetsTotalDetail/EOYAmt016402
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt037479
IRS990EZ/OtherRevenueTotalAmt094242
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PURCHASE, MANAGE, SELL AND OPERATE PROPERTY FOR THE USE OF THE TEXAS STATE UNIVERSITY CHAPTER OF DELTA TAU DELTA INTERNATIONAL FRATERNITY. THIS PROPERTY AND MANAGEMENT IS TO THE BENEFIT OF THE MEMBERSHIP OF SIGMA CHI EPSILON EDUCATIONAL FOUNDATION WHOSE USE OF THE PROPERTY IS FOR THE BETTERMENT OF THE ORGANIZATION AND TO STRENTHEN THEIR BROTHERHOOD, A PRIMARY TENANT OF MEMBERSHIP.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDES PROPERTY, HOUSING, AND ITS MANAGEMENT FOR THE TEXAS STATE UNIVERSITY CHAPTER OF DELTA TAU DELTA INTERNATIONAL FRATERNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0386261
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0368348
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt095853
IRS990EZ/TotalRevenueAmt094242
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: HOUSE. Amount: 94,242.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Depreciation. Amount: 19,105. Description: REPAIRS & MAINTENANCE. Amount: 6,998. Description: TAXES - PROPERTY. Amount: 11,295. Description: UTILITIES. Amount: 12,320. Description: INSURANCE. Amount: 3,601. Description: CLEANING. Amount: 3,790. Description: SUPPLIES. Amount: 712. Total to Form 990-EZ, line 14: 57,821.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: BANK FEES. Amount: 19. Description: INTEREST. Amount: 27,982. Description: MEALS. Amount: 920. Description: TRAVEL. Amount: 5,494. Description: OFFICE EXPENSE. Amount: 64. Description: DONATIONS. Amount: 2,000. Description: MISCELLANEOUS. Amount: 1,000. Total to Form 990-EZ, line 16: 37,479.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: ESCROW - DELTA TAU DELTA FRATERNITY. Beg. of Year Amount: 5,389. End of Year Amount: 5,372. Description: N/R CHAPTER. Beg. of Year Amount: 4,750. End of Year Amount: 4,750. Description: Other Depreciable Assets. Beg. of Year Amount: 9,141. End of Year Amount: 6,280.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: N/P DELTA TAU DELTA FRATERNITY. Beg. of Year Amount: 364,126. End of Year Amount: 353,570. Description: N/P JOHN SHEPPERSON. Beg. of Year Amount: 20,688. End of Year Amount: 14,331. Description: N/P . Beg. of Year Amount: 1,447. End of Year Amount: 447.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 24 - Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 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/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSH SCHNEIDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02146216867
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10SIGMA CHI EPSILON EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0742233708
ReturnHeader/Filer/PhoneNum02146216867
ReturnHeader/Filer/USAddress/AddressLine105120 N MEADOW RIDGE CIRCLE
ReturnHeader/Filer/USAddress/City0McKINNEY
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode075070
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742073801
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Ingram Wallis & Company PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102100 East Villa Maria Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Bryan
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode077802
ReturnHeader/PreparerPersonGrp/PhoneNum09797762600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ingram Wallis Company PC
ReturnHeader/ReturnTs02015-05-15T11:34:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$451,573
Liabilities
$368,348
Net assets
$83,225
Revenue
$94,242
Expenses
$95,853
Net income
-$1,611
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$4.13$3.32$0.80$0.93$0.91$0.02
2015Detailed filing. Detailed filing data is available for this year.$4.30$3.52$0.79$0.89$0.93$0.05
2014Detailed filing. Detailed filing data is available for this year.$4.52$3.68$0.83$0.94$0.96$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.71$3.86$0.85$0.95$0.96$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.86$4.00$0.86$0.89$0.93$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.68$3.80$0.88$0.31$0.16$0.15