Civic Intelligence

Sigma Tau Gamma Fraternity Chi Chapter

990EZ • Fiscal year 2022 • EIN 81-0862129

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 13, 2023

1903 W Michigan AveKalamazoo, MI 49008

(317) 644-1920

Siviq Scores

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

Liabilities / Assets

70th percentile

0.04x

Higher debt load relative to assets than 70% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Net Margin

36th percentile

-2.5%

Higher net margin than 36% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Asset Growth

32nd percentile

-5.6%

Faster asset growth than 32% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

47th percentile

9.7%

Faster revenue growth than 47% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$17,934

Down $1,068 (-5.6%) from 2021

Net Assets

Down

$17,138

Down $1,864 (-9.8%) from 2021

Liabilities

Up

$796

Up $796 from 2021

Revenue

Up

$74,557

Up $6,562 (+9.7%) from 2021

Expenses

Up

$76,421

Up $2,900 (+3.9%) from 2021

Net Income

Up

-$1,864

Up $3,662 (+66%) from 2021

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2020: $24,528Liabilities 2020: $0Net Assets 2020: $24,5282020Assets 2021: $19,002Liabilities 2021: $0Net Assets 2021: $19,0022021Assets 2022: $17,934Liabilities 2022: $796Net Assets 2022: $17,1382022Assets 2023: $23,755Liabilities 2023: $0Net Assets 2023: $23,7552023Assets 2024: $14,184Liabilities 2024: $0Net Assets 2024: $14,1842024Assets 2025: $8,382Liabilities 2025: $0Net Assets 2025: $8,3822025

Highlighted filing

2022

Assets$17,934
Liabilities$796
Net Assets$17,138

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2020: $80,825Expenses 2020: $62,560Net Income 2020: $18,2652020Revenue 2021: $67,995Expenses 2021: $73,521Net Income 2021: -$5,5262021Revenue 2022: $74,557Expenses 2022: $76,421Net Income 2022: -$1,8642022Revenue 2023: $82,322Expenses 2023: $75,705Net Income 2023: $6,6172023Revenue 2024: $88,678Expenses 2024: $98,249Net Income 2024: -$9,5712024Revenue 2025: $115,934Expenses 2025: $121,736Net Income 2025: -$5,8022025

Highlighted filing

2022

Revenue$74,557
Expenses$76,421
Net Income-$1,864
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 13, 2023
Return Version
2021v4.2
Gross Receipts
$74,557
Mission and Program Overview

Mission

To promote the welfare of its members and the highest ideals of manhood, brotherhood, and citizenship according to the principles of the fraternity.

Program Services

DescriptionGrantsExpenses
TO PROMOTE THE WELFARE OF ITS MEMBERS AND THE HIGHEST IDEALS OF MANHOOD, BROTHERHOOD, AND CITIZENSHIP ACCORDING TO THE PRINCIPLES OF THE FRATERNITY. DURING THE FISCAL YEAR, THE CHAPTER SERVED APPROXIMATELY 76 MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICHOLAS OCHOAPresidentPT$0--
RORI ANDERSONVice PresidentPT$0--
RAFFERTY CHANEYDirector Of RecruitmentPT$0--
JOHN DEVLINDirector Of Education & WellnessPT$0--
JENSON CAURRODirector Of Finance & OperationsPT$0--
ADAM SCHERGERDirector Of Community EngagementPT$0--
GARRETT CAURRODirector Of Member EngagementPT$0--
ZACHARY MOOREStandards Board ChairmanPT$0--
KYLE LANTZTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Sigma Tau Gamma Fraternity
EIN
81-0862129
Phone
3176441920
Address
1903 W MICHIGAN AVE, KALAMAZOO, MI 49008

Signing Officer

Name
John Ostrander
Title
Director of Finance & Operations
Phone
3176441920
Signed
2023-02-13
Discuss with paid preparer
Yes

Preparer

Firm
Blue & Co LLC
Address
12800 N MERIDIAN ST STE 400, CARMEL, IN 46032
Preparer
Angela N Crawford CPA
Phone
3178488920
Supplemental Narrative

Additional Explanations

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

Description: social activities. Amount: 4,979. Description: bank and credit card fees. Amount: 10,036. Description: conferences and meetings. Amount: 2,525. Description: national dues. Amount: 51,400. Total to form 990-ez, line 16: 68,940.

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

Description: contributions payable. Beg. Of year amount: 0. End of year amount: 796.

Raw XML Appendix149 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/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum03176441920
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01903 W MICHIGAN AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KALAMAZOO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd049008
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019002
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017934
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1864
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02489
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019002
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017934
IRS990EZ/GrossReceiptsAmt074557
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum01079
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt09105
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt072544
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019002
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017138
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019002
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017138
IRS990EZ/OccupancyRentUtltsAndMaintAmt04992
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt710.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt810.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NICHOLAS OCHOA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RORI ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RAFFERTY CHANEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN DEVLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENSON CAURRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ADAM SCHERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GARRETT CAURRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ZACHARY MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KYLE LANTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR OF RECRUITMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR OF EDUCATION & WELLNESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR OF FINANCE & OPERATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR OF COMMUNITY ENGAGEMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR OF MEMBER ENGAGEMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7STANDARDS BOARD CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt068940
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE WELFARE OF ITS MEMBERS AND THE HIGHEST IDEALS OF MANHOOD, BROTHERHOOD, AND CITIZENSHIP ACCORDING TO THE PRINCIPLES OF THE FRATERNITY.
IRS990EZ/ProgramServiceRevenueAmt02013
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE THE WELFARE OF ITS MEMBERS AND THE HIGHEST IDEALS OF MANHOOD, BROTHERHOOD, AND CITIZENSHIP ACCORDING TO THE PRINCIPLES OF THE FRATERNITY. DURING THE FISCAL YEAR, THE CHAPTER SERVED APPROXIMATELY 76 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0796
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt076421
IRS990EZ/TotalRevenueAmt074557
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: SOCIAL ACTIVITIES. AMOUNT: 4,979. DESCRIPTION: BANK AND CREDIT CARD FEES. AMOUNT: 10,036. DESCRIPTION: CONFERENCES AND MEETINGS. AMOUNT: 2,525. DESCRIPTION: NATIONAL DUES. AMOUNT: 51,400. TOTAL TO FORM 990-EZ, LINE 16: 68,940.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CONTRIBUTIONS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 796.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN OSTRANDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR OF FINANCE & OPERATIONS
ReturnHeader/BusinessOfficerGrp/PhoneNum03176441920
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA TAU GAMMA FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHI CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0810862129
ReturnHeader/Filer/PhoneNum03176441920
ReturnHeader/Filer/USAddress/AddressLine1Txt01903 W MICHIGAN AVE
ReturnHeader/Filer/USAddress/CityNm0KALAMAZOO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049008
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351178661
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLUE & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012800 N MERIDIAN ST STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARMEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046032
ReturnHeader/PreparerPersonGrp/PhoneNum03178488920
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANGELA N CRAWFORD CPA
ReturnHeader/ReturnTs02023-03-14T07:11:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OSTRANDER
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings