Civic Intelligence

Sigma Alpha Epsilon Pi Foundation

990 • Fiscal year 2020 • EIN 81-4090005

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization ProfileWWW.SIGMAAEPI.COM/FOUNDATION
1968 S Coast Hwy 2662Laguna Beach, CA 92651

(858) 344-5704

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

96th percentile

83%

Higher net margin than 96% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

96th percentile

$73,066

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 380.1% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

82nd percentile

58%

Faster asset growth than 82% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

20th percentile

-53%

Faster revenue growth than 20% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$43,589

Up $16,010 (+58%) from 2019

Net Assets

Up

$43,589

Up $16,010 (+58%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin96th percentile

Revenue

Down

$19,221

Down $22,087 (-53%) from 2019

Expenses

Down

$3,211

Down $36,506 (-92%) from 2019

Net Income

Up

$16,010

Up $14,419 (+906%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$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

2020

Assets$43,589
Liabilities$0
Net Assets$43,589
Open 2020 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$19,221
Expenses$3,211
Net Income$16,010
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.0
Gross Receipts
$19,221
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$3,003$24,013▲ $21,010
Accounts Receivable$24,000$19,000▼ $5,000
Savings and Temporary Cash Investments$576$576→ $0
Total Assets$27,579$43,589▲ $16,010
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$27,579$43,589▲ $16,010
Total Net Assets Fund Balance$27,579$43,589▲ $16,010
Total Liabilities and Net Assets / Fund Balance$27,579$43,589▲ $16,010
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Chayla FurlongExecutive DiPT$73,066$73,066

Board Members and Trustees

NameTitle
Adi HaneinChair
Elisa GozarkhahSecretary
Deborah JosephTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$19,221
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$19,221
Change in Net Assets
$16,010
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,443
Other Expenses$768
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,443--$2,443
Fees for Services Accounting-$600-$600
Office Expenses$79$89-$168
Total Functional Expenses$2,522$689$0$3,211
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 2662, LAGUNA BEACH, CA 92651

Signing Officer

Name
Adi Hanein
Title
Chair
Phone
5185060065
Signed
2021-11-12

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, OAKLAND, CA 94602-2327
Preparer
Marjorie Williams-jones
Phone
5104826204
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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.
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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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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt027579
IRS990/TotalAssetsEOYAmt043589
IRS990/TotalAssetsGrp/BOYAmt027579
IRS990/TotalAssetsGrp/EOYAmt043589
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt019221
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0689
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02522
IRS990/TotalFunctionalExpensesGrp/TotalAmt03211
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt027579
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt043589
IRS990/TotalProgramServiceExpensesAmt02522
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt019221
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt027579
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt043589
IRS990/TotReportableCompRltdOrgAmt073066
IRS990/TransactionWithControlEntInd0true
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0true
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0LAGUNA BEACH
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092651
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0HTTP://WWW.SIGMAAEPI.COM/FOUNDATION/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ADI HANEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum05185060065
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA ALPHA EPSILON PI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0814090005
ReturnHeader/Filer/PhoneNum08583445704
ReturnHeader/Filer/USAddress/AddressLine1Txt01968 S COAST HWY 2662
ReturnHeader/Filer/USAddress/CityNm0LAGUNA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092651
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454570537
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARJTAX INCORPORATED
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03542 FRUITVALE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0946022327
ReturnHeader/PreparerPersonGrp/PhoneNum05104826204
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARJORIE WILLIAMS-JONES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-12T19:42:13-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ADI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HANEIN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,589
Liabilities
$0
Net assets
$43,589
Revenue
$19,221
Expenses
$3,211
Net income
$16,010
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