Civic Intelligence

Kappa Pi Chapter of Sigma Nu Fraternity

EIN 77-0083436 • 501(c)7 • San Luis Obispo, CA

Profile

Non-Profit Social and Recreational Club

190 Crandall WaySan Luis Obispo, CA 93405

n/A

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)7 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)7 • <$500k nonprofits • Source year 2020

Net Margin

72nd percentile

13%

Higher net margin than 72% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2020

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.

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

Asset Growth

90th percentile

44%

Faster asset growth than 90% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

26%

Faster revenue growth than 82% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$40,374

Up $12,316 (+44%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue59th percentileNet Margin72nd percentile

Revenue

Up

$94,932

Up $19,552 (+26%) from 2019

Expenses

Up

$82,617

Up $20,570 (+33%) from 2019

Net Income

Down

$12,315

Down $1,018 (-7.6%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

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

$60K$40K$20K$0Assets 2011: $16,089Liabilities 2011: $02011Assets 2012: $15,296Liabilities 2012: $02012Assets 2014: $5,204Liabilities 2014: $02014Assets 2015: $31,165Liabilities 2015: $02015Assets 2016: $43,979Net Assets 2016: $43,9792016Assets 2017: $29,832Net Assets 2017: $29,8322017Assets 2018: $14,726Net Assets 2018: $14,7262018Assets 2019: $28,058Liabilities 2019: $02019Assets 2020: $40,374Liabilities 2020: $02020

Highlighted filing

2020

Assets$40,374
Liabilities$0
Net Assets-
Open 2020 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2011: $84,881Expenses 2011: $82,885Net Income 2011: $1,9962011Revenue 2012: $80,885Expenses 2012: $78,320Net Income 2012: $2,5652012Revenue 2014: $101,163Expenses 2014: $98,084Net Income 2014: $3,0792014Revenue 2015: $164,040Expenses 2015: $138,079Net Income 2015: $25,9612015Revenue 2016: $174,532Expenses 2016: $161,718Net Income 2016: $12,8142016Revenue 2017: $141,439Expenses 2017: $155,586Net Income 2017: -$14,1472017Revenue 2018: $124,379Expenses 2018: $139,485Net Income 2018: -$15,1062018Revenue 2019: $75,380Expenses 2019: $62,047Net Income 2019: $13,3332019Revenue 2020: $94,932Expenses 2020: $82,617Net Income 2020: $12,3152020

Highlighted filing

2020

Revenue$94,932
Expenses$82,617
Net Income$12,315
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$40,374
Liabilities
$0
Net assets
-
Revenue
$94,932
Expenses
$82,617
Net income
$12,315
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Summary only. Only limited summary data is available for this year.$0.40$0.00$0.95$0.83$0.12
2019Summary only. Only limited summary data is available for this year.$0.28$0.00$0.75$0.62$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.15$0.15$1.24$1.39$0.15
2017Detailed filing. Detailed filing data is available for this year.$0.30$0.30$1.41$1.56$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.44$0.44$1.75$1.62$0.13
2015Summary only. Only limited summary data is available for this year.$0.31$0.00$1.64$1.38$0.26
2014Summary only. Only limited summary data is available for this year.$0.05$0.00$1.01$0.98$0.03
2012Summary only. Only limited summary data is available for this year.$0.15$0.00$0.81$0.78$0.03
2011Summary only. Only limited summary data is available for this year.$0.16$0.00$0.85$0.83$0.02
Latest Detailed Filing

The latest 2020 filing currently has summary financial data only. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 17, 2019
Return Version
2018v3.1
Gross Receipts
$124,379
Mission and Program Overview

Mission

Non-Profit Social and Recreational Club

Program Services

DescriptionGrantsExpenses
Our organization participates in different philanthropy events each year. A portion of our dues help fund these events and part of our funds go to a contribution for local charities.--
Our main philanthropy event is named "Sigma Nu Ducky Derby." Community members purchase rubber ducks that are then raced down the local creek. All proceeds go towards Jack's Helping Hand.--
A portion of our dues are sent to rent venues and transportation to and from social events.--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kyle McBerryPresidentPT$0--
Ben JacksonVice PresidentPT$0--
Ryan NelsonTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Kappa Pi Chapter of Sigma Nu Fraternity
EIN
77-0083436
Phone
5854893788
Address
190 Crandall Way, San Luis Obispo, CA 93405

Signing Officer

Name
Ryan Nelson
Title
Treasurer
Signed
2019-05-17
Discuss with paid preparer
Yes

Preparer

Firm
Burkart & Stevens
Address
694 Santa Rosa Street, San Luis Obispo, CA 93401
Preparer
Cole Stevens
Phone
8055436876
Raw XML Appendix97 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/BenefitsPaidToOrForMembersAmt0127472
IRS990EZ/BooksInCareOfDetail/PersonNm0Ryan Nelson
IRS990EZ/BooksInCareOfDetail/PhoneNum05854893788
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0190 Crandall Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Luis Obispo
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093405
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029832
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014726
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-15106
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06716
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029832
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014726
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0700
IRS990EZ/GrossReceiptsAmt0124379
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0124379
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029832
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014726
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029832
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014726
IRS990EZ/OccupancyRentUtltsAndMaintAmt04597
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kyle McBerry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ben Jackson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ryan Nelson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Non-Profit Social and Recreational Club
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Our organization participates in different philanthropy events each year. A portion of our dues help fund these events and part of our funds go to a contribution for local charities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Our main philanthropy event is named "Sigma Nu Ducky Derby." Community members purchase rubber ducks that are then raced down the local creek. All proceeds go towards Jack's Helping Hand.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2A portion of our dues are sent to rent venues and transportation to and from social events.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0139485
IRS990EZ/TotalRevenueAmt0124379
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ryan Nelson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kappa Pi Chapter of Sigma Nu Fraternity
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0770083436
ReturnHeader/Filer/PhoneNum05854893788
ReturnHeader/Filer/USAddress/AddressLine1Txt0190 Crandall Way
ReturnHeader/Filer/USAddress/CityNm0San Luis Obispo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093405
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770014050
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Burkart & Stevens
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0694 Santa Rosa Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Luis Obispo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093401
ReturnHeader/PreparerPersonGrp/PhoneNum08055436876
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cole Stevens
ReturnHeader/ReturnTs02019-05-17T14:40:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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