Civic Intelligence

Sigma Phi Epsilon Fraternity Inc

990EZ • Fiscal year 2021 • EIN 87-8702210

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 26, 2021

Organization ProfileN/A
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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

30th percentile

-3.8%

Higher net margin than 30% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

3rd percentile

-67%

Faster asset growth than 3% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

71st percentile

32%

Faster revenue growth than 71% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$3,374

Down $6,771 (-67%) from 2020

Net Assets

Down

$3,374

Down $6,771 (-67%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin30th percentile

Revenue

Up

$178,667

Up $43,354 (+32%) from 2020

Expenses

Up

$185,438

Up $54,762 (+42%) from 2020

Net Income

Down

-$6,771

Down $11,408 (-246%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

2021

Assets$3,374
Liabilities-
Net Assets$3,374
Open 2021 Filing

Operations Trend

Revenue Growth71st percentile

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

2021

Revenue$178,667
Expenses$185,438
Net Income-$6,771
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 26, 2021
Return Version
2020v4.0
Gross Receipts
$178,667
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
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NATHAN ROODPresidentPT$0--
JACK SCHERERVP Of FinancPT$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
Jack Scherer
Title
VP of Finance
Phone
8594948879
Signed
2021-10-26
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, 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 Appendix92 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0NATHAN ROOD
CompensationExplanation/CompensationExplanationGrp/PersonNm1JACK SCHERER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt0185438
IRS990EZ/BooksInCareOfDetail/PersonNm0JACK SCHERER
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/BOYAmt010145
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03374
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6771
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010145
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03374
IRS990EZ/GrossReceiptsAmt0178667
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt012
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010145
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03374
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010145
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03374
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NATHAN ROOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JACK SCHERER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP OF FINANC
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/ProgramServiceRevenueAmt0178655
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/TotalExpensesAmt0185438
IRS990EZ/TotalRevenueAmt0178667
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO 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/ExplanationTxt1TO OPERATE LOCAL CHATPER OF SIGMA PHI EPSILON FRATERNITY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JACK SCHERER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum08594948879
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-26
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/PreparationDt02021-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CINDY NEAL
ReturnHeader/ReturnTs02021-10-26T12:41:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JACK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHERER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,374
Liabilities
-
Net assets
$3,374
Revenue
$178,667
Expenses
$185,438
Net income
-$6,771
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$2.78$2.80$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.03$0.03$1.79$1.85$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.10$0.10$1.35$1.31$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.06$0.06$1.52$1.61$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.14$0.14$1.57$1.74$0.17