Civic Intelligence

Sigma Alpha Epsilon Pi Foundation

EIN 81-4090005 • 501(c)3 • Laguna Beach, CA

Pub. 78 Eligible990-N Coverage

Profile

The mission of the foundation is to provide support for the academic, leadership, and professional achievement of the members of the sigma alpha epsilon pi sorority, inc., a section 501(c)(7) agency

1968 S Coast Hwy 3907Laguna Beach, CA 92651

www.sigmaaepi.com/FOUNDATION

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

11th percentile

-79%

Higher net margin than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

46th percentile

-4.0%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-78%

Faster revenue growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$45,443

Down $1,893 (-4.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$45,443

Down $1,893 (-4.0%) from 2021

Operations
Liabilities / Revenue61st percentileNet Margin11th percentile

Revenue

Down

$2,390

Down $8,714 (-78%) from 2021

Expenses

Down

$4,283

Down $3,074 (-42%) from 2021

Net Income

Down

-$1,893

Down $5,640 (-151%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$60K$40K$20K$0Assets 2017: $31,042Liabilities 2017: $0Net Assets 2017: $31,0422017Assets 2018: $25,988Liabilities 2018: $0Net Assets 2018: $25,9882018Assets 2019: $27,579Liabilities 2019: $0Net Assets 2019: $27,5792019Assets 2020: $43,589Liabilities 2020: $0Net Assets 2020: $43,5892020Assets 2021: $47,336Liabilities 2021: $0Net Assets 2021: $47,3362021Assets 2022: $45,443Liabilities 2022: $0Net Assets 2022: $45,4432022

Highlighted filing

2022

Assets$45,443
Liabilities$0
Net Assets$45,443
Open 2022 Filing

Operations Trend

Revenue Growth9th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2017: $66,627Expenses 2017: $35,585Net Income 2017: $31,0422017Revenue 2018: $53,280Expenses 2018: $58,334Net Income 2018: -$5,0542018Revenue 2019: $41,308Expenses 2019: $39,717Net Income 2019: $1,5912019Revenue 2020: $19,221Expenses 2020: $3,211Net Income 2020: $16,0102020Revenue 2021: $11,104Expenses 2021: $7,357Net Income 2021: $3,7472021Revenue 2022: $2,390Expenses 2022: $4,283Net Income 2022: -$1,8932022

Highlighted filing

2022

Revenue$2,390
Expenses$4,283
Net Income-$1,893
Open 2022 Filing

Filings

Most recent year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,443
Liabilities
$0
Net assets
$45,443
Revenue
$2,390
Expenses
$4,283
Net income
-$1,893
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$45.4$0.00$45.4$2.39$4.28$1.89
2021Detailed filing. Detailed filing data is available for this year.$47.3$0.00$47.3$11.1$7.36$3.75
2020Detailed filing. Detailed filing data is available for this year.$43.6$0.00$43.6$19.2$3.21$16.0
2019Detailed filing. Detailed filing data is available for this year.$27.6$0.00$27.6$41.3$39.7$1.59
2018Detailed filing. Detailed filing data is available for this year.$26.0$0.00$26.0$53.3$58.3$5.05
2017Detailed filing. Detailed filing data is available for this year.$31.0$0.00$31.0$66.6$35.6$31.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$2,390
Mission and Program Overview

Mission

The mission of the foundation is to provide support for the academic, leadership, and professional achievement of the members of the sigma alpha epsilon pi sorority, inc., a section 501(c)(7) agency

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$22,446$25,291▲ $2,845
Accounts Receivable$24,314$19,576▼ $4,738
Savings and Temporary Cash Investments$576$576→ $0
Total Assets$47,336$45,443▼ $1,893
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$47,336$45,443▼ $1,893
Total Net Assets Fund Balance$47,336$45,443▼ $1,893
Total Liabilities and Net Assets / Fund Balance$47,336$45,443▼ $1,893
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
Brian ChartockExecutive Di$41,579$41,579

Board Members and Trustees

NameTitle
Adi HaneinChair
Elisa GozarkhahSecretary
Deborah JosephTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,390
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$2,390
Change in Net Assets
$-1,893
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,283
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
Fees for Services Legal$3,000--$3,000
Fees for Services Accounting-$750-$750
Conferences and Meetings$318--$318
Office Expenses-$215-$215
Total Functional Expenses$3,318$965$0$4,283
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The foundations sole member is the sigma alpha epsilon pi sorority, inc. Pursuant to articles 4 of the foundation bylaws.”

Form 990, Page 6, Part VI, Line 7A

“The sorority is the sole member of the foundation with authority to appoint and remove foundation board members.”

Form 990, Page 6, Part VI, Line 7B

“The sorority is the sole member of the foundation with authority to appoint and remove foundation board members.”

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

“The 990 is initally reviewed by the board chair. All board members are provided with a full copy of the 990 package in advance of filing.”

Form 990, Page 6, Part VI, Line 12C

“All officers and directors have a duty to disclose any potential conflict. The conflict of interest policy states: "in connection with any actual or possible conflict of interest, an interested person must disclose the existence of any potential financial interest and be given the opportunity to disclose all material facts to the directors considering the proposed transaction or arrangement."”

Form 990, Page 6, Part VI, Line 15A

“The executive director of the sigma alpha episilon pi inc sorority also serves as executive director of the foundation. The sorority makes an annual proposal to the foundation for funding to cover a percentage of the executive directors time spent engaging in foundation activities. The executive directors time spent on sorority and foundation activities will be tracked. The foundation will cover that percentage of time spent on foundation activities and no more. The foundation board of directors will follow its policy with regard to compensation arrangements to ensure compensation paid is fair and reasonable.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon written request.”

Filing and Contact Details

Filer

Filer Name
Sigma Alpha Epsilon Pi Foundation
EIN
81-4090005
Phone
8583445704
Address
1968 S COAST HWY 3907, LAGUNA BEACH, CA 92651

Signing Officer

Name
Adi Hanein
Title
Chair
Phone
5185060065
Signed
2023-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Adi Hanein
Formed
2016
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Marjtax Incorporated
Address
3542 FRUITVALE- AVE PMB 227, OAKLAND, CA 94602
Preparer
Marjorie Williams-jones
Phone
5104826204
Raw XML Appendix309 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATIONS SOLE MEMBER IS THE SIGMA ALPHA EPSILON PI SORORITY, INC. PURSUANT TO ARTICLES 4 OF THE FOUNDATION BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SORORITY IS THE SOLE MEMBER OF THE FOUNDATION WITH AUTHORITY TO APPOINT AND REMOVE FOUNDATION BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SORORITY IS THE SOLE MEMBER OF THE FOUNDATION WITH AUTHORITY TO APPOINT AND REMOVE FOUNDATION BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 990 IS INITALLY REVIEWED BY THE BOARD CHAIR. ALL BOARD MEMBERS ARE PROVIDED WITH A FULL COPY OF THE 990 PACKAGE IN ADVANCE OF FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL OFFICERS AND DIRECTORS HAVE A DUTY TO DISCLOSE ANY POTENTIAL CONFLICT. THE CONFLICT OF INTEREST POLICY STATES: "IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF ANY POTENTIAL FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT."
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE EXECUTIVE DIRECTOR OF THE SIGMA ALPHA EPISILON PI INC SORORITY ALSO SERVES AS EXECUTIVE DIRECTOR OF THE FOUNDATION. THE SORORITY MAKES AN ANNUAL PROPOSAL TO THE FOUNDATION FOR FUNDING TO COVER A PERCENTAGE OF THE EXECUTIVE DIRECTORS TIME SPENT ENGAGING IN FOUNDATION ACTIVITIES. THE EXECUTIVE DIRECTORS TIME SPENT ON SORORITY AND FOUNDATION ACTIVITIES WILL BE TRACKED. THE FOUNDATION WILL COVER THAT PERCENTAGE OF TIME SPENT ON FOUNDATION ACTIVITIES AND NO MORE. THE FOUNDATION BOARD OF DIRECTORS WILL FOLLOW ITS POLICY WITH REGARD TO COMPENSATION ARRANGEMENTS TO ENSURE COMPENSATION PAID IS FAIR AND REASONABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST.
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IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE MISSION OF THE FOUNDATION IS TO PROVIDE SUPPORT FOR THE ACADEMIC, LEADERSHIP, AND PROFESSIONAL ACHIEVEMENT OF THE MEMBERS OF THE SIGMA ALPHA EPSILON PI SORORITY, INC., A CALIFORNIA NONPROFIT CORPORATION EXEMPT UNDER SECTION 501(C)(7) (THE SORORITY). THE EXECUTIVE DIRECTOR OF THE SORORITY ALSO SERVES AS EXECUTIVE DIRECTOR OF THE FOUNDATION. THE SORORITY IS THE SOLE MEMBER OF THE FOUNDATION WITH AUTHORITY TO APPOINT AND REMOVE FOUNDATION BOARD MEMBERS.
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ADI HANEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA ALPHA EPSILON PI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0814090005
ReturnHeader/Filer/PhoneNum08583445704
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094602
ReturnHeader/PreparerPersonGrp/PhoneNum05104826204
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARJORIE WILLIAMS-JONES
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ReturnHeader/ReturnTs02023-11-14T20:18:41-05:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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