Civic Intelligence

Sigma Chi Epsilon Education

EIN 74-2233708 • 501(c)7 • McKINNEY, TX

Profile

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.

5209 Rolling Rock DriveMcKINNEY, TX 75070

na

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

94th percentile

0.81x

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

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

Liabilities / Revenue

99th percentile

3.58x

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

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

Net Margin

50th percentile

2.0%

Higher net margin than 50% of similar nonprofits.

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

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

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

Asset Growth

38th percentile

-4.0%

Faster asset growth than 38% of similar nonprofits.

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

Revenue Growth

55th percentile

4.9%

Faster revenue growth than 55% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$412,778

Down $17,416 (-4.0%) from 2015

Liabilities

Down

$332,353

Down $19,270 (-5.5%) from 2015

Net Assets

Up

$80,425

Up $1,854 (+2.4%) from 2015

Operations
Liabilities / Revenue99th percentileNet Margin50th percentile

Revenue

Up

$92,907

Up $4,368 (+4.9%) from 2015

Expenses

Down

$91,053

Down $2,140 (-2.3%) from 2015

Net Income

Up

$1,854

Up $6,508 (+140%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2016

Assets$412,778
Liabilities$332,353
Net Assets$80,425
Open 2016 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income by year, with the latest 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

2016

Revenue$92,907
Expenses$91,053
Net Income$1,854
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$412,778
Liabilities
$332,353
Net assets
$80,425
Revenue
$92,907
Expenses
$91,053
Net income
$1,854
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 13, 2017
Return Version
2015v3.0
Gross Receipts
$92,907
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 Pay95th percentile

Employees

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

Filer

Filer Name
Sigma Chi Epsilon Education
EIN
74-2233708
Phone
2146216867
Address
5209 ROLLING ROCK DRIVE, McKINNEY, TX 75070

Signing Officer

Name
Josh Schneider
Title
President
Phone
2146216867
Signed
2017-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Ingram Wallis & Company PC
Address
2100 East Villa Maria Ste 100, Bryan, TX 77802
Preparer
Ingram Wallis Company PC
Phone
9797762600
Supplemental Narrative

Additional Explanations

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

“Description: HOUSE. Amount: 92,907.”

Form 990-EZ, Part I, Line 14

“Description: Depreciation. Amount: 19,003. Description: REPAIRS & MAINTENANCE. Amount: 5,857. Description: TAXES - PROPERTY. Amount: 12,996. Description: UTILITIES. Amount: 14,355. Description: CLEANING. Amount: 6,625. Description: SUPPLIES. Amount: 426. Total to Form 990-EZ, line 14: 59,262.”

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

“Description: BANK FEES. Amount: 57. Description: INTEREST. Amount: 26,844. Description: MEALS. Amount: 25. Description: TRAVEL. Amount: 1,578. Description: MISCELLANEOUS. Amount: 741. Total to Form 990-EZ, line 16: 29,245.”

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

“Description: ESCROW - DELTA TAU DELTA FRATERNITY. Beg. of Year Amount: 4,792. End of Year Amount: 4,212. Description: N/R CHAPTER. Beg. of Year Amount: 4,750. End of Year Amount: 4,750. Description: Other Depreciable Assets. Beg. of Year Amount: 4,923. End of Year Amount: 3,598.”

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

“Description: N/P DELTA TAU DELTA FRATERNITY. Beg. of Year Amount: 342,224. End of Year Amount: 330,026. Description: N/P JOHN SHEPPERSON. Beg. of Year Amount: 8,952. End of Year Amount: 1,880. Description: N/P. Beg. of Year Amount: 447. End of Year Amount: 447.”

Raw XML Appendix121 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
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOSH SCHNEIDER
IRS990EZ/BooksInCareOfDetail/PhoneNum02146216867
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05120 N MEADOW RIDGE CIR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MCKINNEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075070
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01654
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02387
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt01854
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02546
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0430194
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0412778
IRS990EZ/GrossReceiptsAmt092907
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt0414075
IRS990EZ/LandAndBuildingsGrp/EOYAmt0397831
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt078571
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt078571
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt080425
IRS990EZ/OccupancyRentUtltsAndMaintAmt059262
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOSH SCHNEIDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DOUG GANNON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GREG MCLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARC VALENTINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
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IRS990EZ/OtherExpensesTotalAmt029245
IRS990EZ/OtherRevenueTotalAmt092907
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
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt091053
IRS990EZ/TotalRevenueAmt092907
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: HOUSE. Amount: 92,907.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Depreciation. Amount: 19,003. Description: REPAIRS & MAINTENANCE. Amount: 5,857. Description: TAXES - PROPERTY. Amount: 12,996. Description: UTILITIES. Amount: 14,355. Description: CLEANING. Amount: 6,625. Description: SUPPLIES. Amount: 426. Total to Form 990-EZ, line 14: 59,262.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: BANK FEES. Amount: 57. Description: INTEREST. Amount: 26,844. Description: MEALS. Amount: 25. Description: TRAVEL. Amount: 1,578. Description: MISCELLANEOUS. Amount: 741. Total to Form 990-EZ, line 16: 29,245.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: ESCROW - DELTA TAU DELTA FRATERNITY. Beg. of Year Amount: 4,792. End of Year Amount: 4,212. Description: N/R CHAPTER. Beg. of Year Amount: 4,750. End of Year Amount: 4,750. Description: Other Depreciable Assets. Beg. of Year Amount: 4,923. End of Year Amount: 3,598.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: N/P DELTA TAU DELTA FRATERNITY. Beg. of Year Amount: 342,224. End of Year Amount: 330,026. Description: N/P JOHN SHEPPERSON. Beg. of Year Amount: 8,952. End of Year Amount: 1,880. Description: N/P. Beg. of Year Amount: 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSH SCHNEIDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02146216867
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA CHI EPSILON EDUCATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0742233708
ReturnHeader/Filer/PhoneNum02146216867
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742073801
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ingram Wallis & Company PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 East Villa Maria Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bryan
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077802
ReturnHeader/PreparerPersonGrp/PhoneNum09797762600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ingram Wallis Company PC
ReturnHeader/ReturnTs02017-05-15T14:21:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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