Civic Intelligence

Sigma Phi Epsilon Fraternity Inc

990EZ • Fiscal year 2020 • EIN 87-8702210

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 11, 2020

74 S Wolcott StreetSalt Lake City, UT 84102

(859) 494-8879

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

51st percentile

3.4%

Higher net margin than 51% of similar nonprofits.

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

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

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

Asset Growth

93rd percentile

84%

Faster asset growth than 93% of similar nonprofits.

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

Revenue Growth

55th percentile

-11%

Faster revenue growth than 55% of similar nonprofits.

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

Assets

Up

$10,145

Up $4,637 (+84%) from 2019

Net Assets

Up

$10,145

Up $4,637 (+84%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$135,313

Down $16,899 (-11%) from 2019

Expenses

Down

$130,676

Down $30,409 (-19%) from 2019

Net Income

Up

$4,637

Up $13,510 (+152%) from 2019

Historical Trend

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2018: $14,381Net Assets 2018: $14,3812018Assets 2019: $5,508Net Assets 2019: $5,5082019Assets 2020: $10,145Net Assets 2020: $10,1452020Assets 2021: $3,374Net Assets 2021: $3,3742021Assets 2022: $1,164Liabilities 2022: $0Net Assets 2022: $1,1642022

Highlighted filing

2020

Assets$10,145
Liabilities-
Net Assets$10,145

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2018: $157,431Expenses 2018: $174,286Net Income 2018: -$16,8552018Revenue 2019: $152,212Expenses 2019: $161,085Net Income 2019: -$8,8732019Revenue 2020: $135,313Expenses 2020: $130,676Net Income 2020: $4,6372020Revenue 2021: $178,667Expenses 2021: $185,438Net Income 2021: -$6,7712021Revenue 2022: $277,791Expenses 2022: $280,001Net Income 2022: -$2,2102022

Highlighted filing

2020

Revenue$135,313
Expenses$130,676
Net Income$4,637
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 11, 2020
Return Version
2019v5.0
Gross Receipts
$135,313
Mission and Program Overview

Mission

To operate the local chapter of sigma phi epsilon fraternity inc utah beta chapter, a college social fraternity. Specifically, to promote the social, intellectual, and moral development of college and university men, both members and pledges of sigma phi epsilon at university of utah. To continue among graduate members the close friendship and loyalty inspired and stabilized by mutual aid and understanding.

Program Services

DescriptionGrantsExpenses
TO OPERATE LOCAL CHATPER OF SIGMA PHI EPSILON FRATERNITY.--
TO OPERATE LOCAL CHATPER OF SIGMA PHI EPSILON FRATERNITY--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JC ALLENPresidentPT$0--
BRANDON GEORGIANVP Of PrograPT$0--
MAX LARSONVP Of FinancPT$0--
CHRIS DAVILARecruitmentPT$0--
TYLER HUCKENMEYERMember DevelPT$0--
NATHAN ROODCommunicatioPT$0--
JOE BOTTARINIChaplainPT$0--
ROSS HORTONPhilanthropyPT$0--
Filing and Contact Details

Filer

Filer Name
Sigma Phi Epsilon Fraternity Inc
EIN
87-8702210
Phone
8594948879
Address
74 S WOLCOTT STREET, SALT LAKE CITY, UT 84102

Signing Officer

Name
Max Larson
Title
VP of Finance
Phone
8594948879
Signed
2020-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Cindy Neal
Phone
2057587754
Supplemental Narrative

Additional Explanations

Form 990-ez

When filing the 2020 form 990, it came to my attention that the 2019 form 990ez was never filed. Or at least it appears that it was never e-filed. Please waive any penalty for filing the return late. Your help is greatly appreciated.

Form 990-ez, Part III

To operate the local chapter of sigma phi epsilon fraternity inc utah beta chapter, a college social fraternity. Specifically, to promote the social, intellectual, and moral development of college and university men, both members and pledges of sigma phi epsilon at university of utah. To continue among graduate members the close friendship and loyalty inspired and stabilized by mutual aid and understanding.

Form 990-ez, Part III, Line 31

To operate local chatper of sigma phi epsilon fraternity

Raw XML Appendix114 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/BenefitsPaidToOrForMembersAmt0130676
IRS990EZ/BooksInCareOfDetail/PersonNm0MAX LARSON
IRS990EZ/BooksInCareOfDetail/PhoneNum08594948879
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt074 S WOLCOTT ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SALT LAKE CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd084102
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05508
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010145
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04637
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05508
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010145
IRS990EZ/GrossReceiptsAmt0135313
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt051
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05508
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010145
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05508
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010145
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/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JC ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRANDON GEORGIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MAX LARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRIS DAVILA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TYLER HUCKENMEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NATHAN ROOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOE BOTTARINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ROSS HORTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP OF PROGRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP OF FINANC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECRUITMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER DEVEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5COMMUNICATIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CHAPLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PHILANTHROPY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO OPERATE THE LOCAL CHAPTER OF SIGMA PHI EPSILON FRATERNITY INC UTAH BETA CHAPTER, A COLLEGE SOCIAL FRATERNITY. SPECIFICALLY, TO PROMOTE THE SOCIAL, INTELLECTUAL, AND MORAL DEVELOPMENT OF COLLEGE AND UNIVERSITY MEN, BOTH MEMBERS AND PLEDGES OF SIGMA PHI EPSILON AT UNIVERSITY OF UTAH. TO CONTINUE AMONG GRADUATE MEMBERS THE CLOSE FRIENDSHIP AND LOYALTY INSPIRED AND STABILIZED BY MUTUAL AID AND UNDERSTANDING.
IRS990EZ/ProgramServiceRevenueAmt0135262
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO OPERATE LOCAL CHATPER OF SIGMA PHI EPSILON FRATERNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO OPERATE LOCAL CHATPER OF SIGMA PHI EPSILON FRATERNITY
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0130676
IRS990EZ/TotalRevenueAmt0135313
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WHEN FILING THE 2020 FORM 990, IT CAME TO MY ATTENTION THAT THE 2019 FORM 990EZ WAS NEVER FILED. OR AT LEAST IT APPEARS THAT IT WAS NEVER E-FILED. PLEASE WAIVE ANY PENALTY FOR FILING THE RETURN LATE. YOUR HELP IS GREATLY APPRECIATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO OPERATE THE LOCAL CHAPTER OF SIGMA PHI EPSILON FRATERNITY INC UTAH BETA CHAPTER, A COLLEGE SOCIAL FRATERNITY. SPECIFICALLY, TO PROMOTE THE SOCIAL, INTELLECTUAL, AND MORAL DEVELOPMENT OF COLLEGE AND UNIVERSITY MEN, BOTH MEMBERS AND PLEDGES OF SIGMA PHI EPSILON AT UNIVERSITY OF UTAH. TO CONTINUE AMONG GRADUATE MEMBERS THE CLOSE FRIENDSHIP AND LOYALTY INSPIRED AND STABILIZED BY MUTUAL AID AND UNDERSTANDING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO OPERATE LOCAL CHATPER OF SIGMA PHI EPSILON FRATERNITY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MAX LARSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum08594948879
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA PHI EPSILON FRATERNITY INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0UTAH BETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0878702210
ReturnHeader/Filer/PhoneNum08594948879
ReturnHeader/Filer/USAddress/AddressLine1Txt074 S WOLCOTT STREET
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084102
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEK RESOURCE SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354031880
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CINDY NEAL
ReturnHeader/ReturnTs02021-09-14T10:56:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings