Civic Intelligence

Sigma Chi Fraternity

990 • Fiscal year 2022 • EIN 86-0133558

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 28, 2023

1511 E 1st StreetTucson, AZ 85719

(972) 655-4008

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.00x

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

2022 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2022

Net Margin

71st percentile

16%

Higher net margin than 71% of similar nonprofits.

2022 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Assets

Up

$106,754

Up $78,454 (+277%) from 2021

Net Assets

Up

$106,754

Up $78,454 (+277%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$502,677

Down $237,352 (-32%) from 2021

Expenses

Down

$424,223

Down $308,697 (-42%) from 2021

Net Income

Up

$78,454

Up $71,345 (+1004%) from 2021

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $20,569Liabilities 2012: $02012Assets 2013: $22,563Liabilities 2013: $02013Assets 2014: $13,989Liabilities 2014: $02014Assets 2015: $17,214Liabilities 2015: $02015Assets 2016: $18,784Liabilities 2016: $02016Assets 2017: $26,843Liabilities 2017: $02017Assets 2018: $29,448Liabilities 2018: $02018Assets 2020: $21,191Liabilities 2020: $0Net Assets 2020: $21,1912020Assets 2021: $28,300Liabilities 2021: $0Net Assets 2021: $28,3002021Assets 2022: $106,754Liabilities 2022: $0Net Assets 2022: $106,7542022Assets 2023: $13,021Liabilities 2023: $0Net Assets 2023: $13,0212023Assets 2024: $5,025Liabilities 2024: $0Net Assets 2024: $5,0252024Assets 2025: $7,987Liabilities 2025: $0Net Assets 2025: $7,9872025

Highlighted filing

2022

Assets$106,754
Liabilities$0
Net Assets$106,754

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2012: $175,842Expenses 2012: $176,424Net Income 2012: -$5822012Revenue 2013: $183,458Expenses 2013: $181,464Net Income 2013: $1,9942013Revenue 2014: $123,972Expenses 2014: $132,546Net Income 2014: -$8,5742014Revenue 2015: $123,154Expenses 2015: $126,379Net Income 2015: -$3,2252015Revenue 2016: $111,709Expenses 2016: $110,139Net Income 2016: $1,5702016Revenue 2017: $166,411Expenses 2017: $158,352Net Income 2017: $8,0592017Revenue 2018: $180,250Expenses 2018: $177,645Net Income 2018: $2,6052018Revenue 2020: $760,085Expenses 2020: $763,587Net Income 2020: -$3,5022020Revenue 2021: $740,029Expenses 2021: $732,920Net Income 2021: $7,1092021Revenue 2022: $502,677Expenses 2022: $424,223Net Income 2022: $78,4542022Revenue 2023: $481,139Expenses 2023: $484,872Net Income 2023: -$3,7332023Revenue 2024: $519,989Expenses 2024: $527,985Net Income 2024: -$7,9962024Revenue 2025: $473,201Expenses 2025: $473,987Net Income 2025: -$7862025

Highlighted filing

2022

Revenue$502,677
Expenses$424,223
Net Income$78,454
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 28, 2023
Return Version
2021v4.2
Gross Receipts
$502,677
Mission and Program Overview

Mission

Provide room, board and social activities for members

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$28,300$106,754▲ $78,454
Total Assets$28,300$106,754▲ $78,454
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$28,300$106,754▲ $78,454
Total Net Assets Fund Balance$28,300$106,754▲ $78,454
Total Liabilities and Net Assets / Fund Balance$28,300$106,754▲ $78,454
Compensation and Service Providers

Board Members and Trustees

NameTitle
Wesley MasonPresident
Avery MlickiVice President
Lawson LundstedtTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$502,677
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$78,454
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$424,223
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
Conferences and Meetings$420,353--$420,353
Other Expenses$3,870--$3,870
Total Functional Expenses$424,223$0$0$424,223
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Governing body decisions Part VI line 7B

All major decisions to be voted upon by general membership

Form 990 governing body review Part VI line 11

Report is available to governing body for review

Governing documents etc available to public Part VI line 19

Filing is available upon request

Filing and Contact Details

Filer

Filer Name
Sigma Chi Fraternity - Beta Phi Chapter
EIN
86-0133558
Address
1511 E 1st Street, Tucson, AZ 85719

Signing Officer

Name
Avery Mlicki
Title
Vice President
Phone
6146072585
Signed
2023-02-28
Discuss with paid preparer
No

Organization Details

Principal Officer
Wesley Mason
Formed
1921
Legal Domicile
Az
Voting Board Members
10
Independent Board Members
0
Employees
0

Preparer

Firm
Thomas E Scott CPA PLLC
Address
145 E University Blvd, Tucson, AZ 85705
Preparer
Thomas E Scott
Phone
5209086180
Raw XML Appendix237 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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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/TitleTxt1President
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IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01921
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0502677
IRS990/GrossReceiptsForPublicUseAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InitiationFeesAndCapContriAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AZ
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
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IRS990/MinutesOfCommitteesInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0UniversityIfc Dues
IRS990/OtherExpensesGrp/ProgramServicesAmt03870
IRS990/OtherExpensesGrp/TotalAmt03870
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
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IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0House and Chapter Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0502677
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0502677
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYOtherExpensesAmt0732920
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IRS990/PYRevenuesLessExpensesAmt07109
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IRS990/QuidProQuoContributionsInd0false
IRS990/ReconcilationRevenueExpnssAmt078454
IRS990/RelatedEntityInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/ScheduleORequiredInd0true
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Report is available to governing body for review
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IRS990/SchoolOperatingInd0false
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-03
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ReturnHeader/ReturnTs02023-03-03T10:52:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Avery
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Mlicki
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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