Civic Intelligence

Sigma Phi Epsilon Fraternity California Psi Chapter

EIN 91-1810577 • 501(c)7 • Malibu, CA

Profile

Sigma Phi Epsilon (Cal Psi) is the local chapter of the Sigma Phi Epsilon Fraternity (the Organization). The Organization is located at Pepperdine University in Malibu, California. The Organization is a social fraternity with the mission to promote the values of virtue, diligence, and brotherly love through social and recreational activities amongst its members.

24255 Pacific Coast Hwy 3317Malibu, CA 90263

pepperdine.sigep.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

24th percentile

-9.9%

Higher net margin than 24% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2024

Asset Growth

7th percentile

-70%

Faster asset growth than 7% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

15%

Faster revenue growth than 72% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$3,916

Down $9,265 (-70%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$3,916

Down $9,265 (-70%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin24th percentile

Revenue

Up

$93,561

Up $12,360 (+15%) from 2023

Expenses

Up

$102,826

Up $12,481 (+14%) from 2023

Net Income

Down

-$9,265

Down $121 (-1.3%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth7th percentile

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

$30K$20K$10K$0Assets 2018: $27,799Net Assets 2018: $27,7992018Assets 2019: $21,416Net Assets 2019: $21,4162019Assets 2020: $12,317Net Assets 2020: $12,3172020Assets 2021: $23,443Net Assets 2021: $23,4432021Assets 2022: $22,325Net Assets 2022: $22,3252022Assets 2023: $13,181Net Assets 2023: $13,1812023Assets 2024: $3,916Net Assets 2024: $3,9162024

Highlighted filing

2024

Assets$3,916
Liabilities-
Net Assets$3,916
Open 2024 Filing

Operations Trend

Revenue Growth72nd percentile

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

$150K$100K$50K$0-$50KRevenue 2018: $88,617Expenses 2018: $63,175Net Income 2018: $25,4422018Revenue 2019: $68,011Expenses 2019: $74,394Net Income 2019: -$6,3832019Revenue 2020: $38,278Expenses 2020: $49,259Net Income 2020: -$10,9812020Revenue 2021: $87,782Expenses 2021: $76,656Net Income 2021: $11,1262021Revenue 2022: $98,388Expenses 2022: $99,506Net Income 2022: -$1,1182022Revenue 2023: $81,201Expenses 2023: $90,345Net Income 2023: -$9,1442023Revenue 2024: $93,561Expenses 2024: $102,826Net Income 2024: -$9,2652024

Highlighted filing

2024

Revenue$93,561
Expenses$102,826
Net Income-$9,265
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,916
Liabilities
-
Net assets
$3,916
Revenue
$93,561
Expenses
$102,826
Net income
-$9,265
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.94$1.03$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.81$0.90$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.98$1.00$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.88$0.77$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.12$0.12$0.38$0.49$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.68$0.74$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.28$0.28$0.89$0.63$0.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 19, 2025
Return Version
2024v5.2
Gross Receipts
$93,561
Mission and Program Overview

Mission

Sigma Phi Epsilon (Cal Psi) is the local chapter of the Sigma Phi Epsilon Fraternity (the Organization). The Organization is located at Pepperdine University in Malibu, California. The Organization is a social fraternity with the mission to promote the values of virtue, diligence, and brotherly love through social and recreational activities amongst its members.

Program Services

DescriptionGrantsExpenses
Cultivation of Undergraduate Membership through recruitment activities (Rush), resulting in membership of talented and driven students to be challenged to be a better student, man and leader.--
Volunteer Services to the local community, including a charity walk, and Fall and Spring Fundraisers for charity. The Fall "Bounce" fundraiser raised funds for the Descendants of the Earth, while the Spring "Shootout" fundraiser raised funds for Peace 4 Kids(both are (501(c)(3) charities). In addtion,funds were raised for a Memorial and PCH safety awaredness dedicated to four female Pepperdine students. Funds donated from the Fall and Spring special events are included with Line 10, Grant expense, as well as registration fees for other campus organizations charity events and other miscellaneous donations. Direct expenses of charitable special events are included with Line 6c.--
Brotherhood development programming that enriches personal and professional endeavors during and beyond enrollment at Pepperdine University. Various brotherhood and inter-social activities consisted of academic dinners, formals, mixers and retreats. Program expenses also include National and interfraternal dues.--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JETT LANDISPresident-$0--
JT LONGORIOVP-Programing-$0--
CALVIN PETERSONVP-Finance-$0--
PAUL MEKJIANVP-Member Dev.-$0--
OLIVER ULMERVP-Recruitment-$0--
CHASE LANDISVP-Stud Learng-$0--
CALVIN FUMICELLOChaplain-$0--
COLE JANGVP-Philanthropy-$0--
Filing and Contact Details

Filer

Filer Name
Sigma Phi Epsilon Fraternity
EIN
91-1810577
Phone
8043531901
Address
24255 PACIFIC COAST HWY 3317, MALIBU, CA 90263

Signing Officer

Name
Calvin Peterson
Title
VP-Finance
Signed
2025-09-19
Discuss with paid preparer
Yes

Preparer

Firm
Chris Thorne Montana CPA
Address
3842 Montego Drive, Huntington Beach, CA 92649
Preparer
Christine E Thorne Montana
Phone
7148407077
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $16787”

Other Expenses.1

“National Dues $34555”

Other Expenses.2

“Formals $10632”

Other Expenses.3

“Retreat $8198”

Other Expenses.4

“Date Night $6324”

Other Expenses.5

“Rush T-Shirts $5284”

Other Expenses.6

“Rush $4962”

Other Expenses.7

“Yearbook $1763”

Other Expenses.8

“Composite Photo $1742”

Other Expenses.9

“Mixers $1246”

Other Expenses.10

“Member Development $855”

Other Expenses.11

“Interfraternal Council Dues $745”

Other Expenses.12

“Programming $540”

Raw XML Appendix148 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MALIBU
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090263
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013181
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt093561
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt0-9265
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04842
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04351
IRS990EZ/GrossReceiptsAmt093561
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013181
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03916
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JETT LANDIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JT LONGORIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CALVIN PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAUL MEKJIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4OLIVER ULMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHASE LANDIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CALVIN FUMICELLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7COLE JANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP-Programing
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP-Finance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP-Member Dev.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP-Recruitment
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP-Stud Learng
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Chaplain
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP-Philanthropy
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt093633
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Sigma Phi Epsilon (Cal Psi) is the local chapter of the Sigma Phi Epsilon Fraternity (the Organization). The Organization is located at Pepperdine University in Malibu, California. The Organization is a social fraternity with the mission to promote the values of virtue, diligence, and brotherly love through social and recreational activities amongst its members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Cultivation of Undergraduate Membership through recruitment activities (Rush), resulting in membership of talented and driven students to be challenged to be a better student, man and leader.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Volunteer Services to the local community, including a charity walk, and Fall and Spring Fundraisers for charity. The Fall "Bounce" fundraiser raised funds for the Descendants of the Earth, while the Spring "Shootout" fundraiser raised funds for Peace 4 Kids(both are (501(c)(3) charities). In addtion,funds were raised for a Memorial and PCH safety awaredness dedicated to four female Pepperdine students. Funds donated from the Fall and Spring special events are included with Line 10, Grant expense, as well as registration fees for other campus organizations charity events and other miscellaneous donations. Direct expenses of charitable special events are included with Line 6c.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Brotherhood development programming that enriches personal and professional endeavors during and beyond enrollment at Pepperdine University. Various brotherhood and inter-social activities consisted of academic dinners, formals, mixers and retreats. Program expenses also include National and interfraternal dues.
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt093561
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https://pepperdine.sigep.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $16787
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1National Dues $34555
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Formals $10632
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Retreat $8198
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Date Night $6324
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Rush T-Shirts $5284
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Rush $4962
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Yearbook $1763
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Composite Photo $1742
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Mixers $1246
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Member Development $855
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Interfraternal Council Dues $745
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Programming $540
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CALVIN PETERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP-Finance
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-19
ReturnHeader/DisasterReliefTxt0LOS ANGELES COUNTY FIRE
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA PHI EPSILON FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CALIFORNIA PSI CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0911810577
ReturnHeader/Filer/PhoneNum08043531901
ReturnHeader/Filer/USAddress/AddressLine1Txt024255 PACIFIC COAST HWY 3317
ReturnHeader/Filer/USAddress/CityNm0MALIBU
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090263
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Chris Thorne Montana CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03842 Montego Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Huntington Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092649
ReturnHeader/PreparerPersonGrp/PhoneNum07148407077
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christine E Thorne Montana
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-19T10:10:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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