Civic Intelligence

Sigma Phi Epsilon Fraternity California Psi Chapter

990EZ • Fiscal year 2018 • EIN 91-1810577

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

Organization Profilepepperdine.sigep.org
24255 Pacific Coast HwyMalibu, CA 90263

(804) 353-1901

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

90th percentile

29%

Higher net margin than 90% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

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

Source year 2018

Revenue Growth

Score unavailable

No value available

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

Source year 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$27,799

No earlier filing loaded for comparison.

Net Assets

$27,799

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

$88,617

No earlier filing loaded for comparison.

Expenses

$63,175

No earlier filing loaded for comparison.

Net Income

$25,442

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2018

Assets$27,799
Liabilities-
Net Assets$27,799
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2018

Revenue$88,617
Expenses$63,175
Net Income$25,442
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$93,207
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 total membership of 79 talented and driven students to be challenged to be a better student, man and leader.$10,229-
Brotherhood development programming that enriches personal and professional endeavors during and beyond enrollment at Pepperdine University. Various brotherhood and inter-social activities consisted of formals, mixers and retreats.$8,536-
Volunteer Services to the local community, including the "Bounce" basketball tournament fundraiser which raises charitable funds which were donated to the Boys and Girls Club.-$8,370
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Simon PilatoPresident-$0--
John Louis ChiappeVP Programming-$0--
James RomingerVP Finance-$0--
Nico ToraccaVP Member Dev.-$0--
Steven CravottaVP Recruitment-$0--
Nick MasonVP Communicatn-$0--
Nolan BelowChaplain-$0--
Maxwell RickardDirector Philanthro-$0--
Ryan RazaviVP Res Learning-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
James Rominger
Title
VP Finance
Signed
2019-11-14
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Boys and Girls Club | Donee's Address: 3150 N San Fernando Rd Los Angeles CA 90065 | Cash Amount Given: $6115”

Other Expenses.1002

“Office Expenses $310”

Other Expenses.1012

“Insurance $24485”

Other Expenses.1

“Rush $10229”

Other Expenses.2

“Formals $5671”

Other Expenses.3

“Brotherhood Development $1859”

Other Expenses.4

“Mixers $1338”

Other Expenses.5

“Retreat $1007”

Other Expenses.6

“Composite Expense $935”

Other Expenses.7

“Interfraternal Council Dues $880”

Other Expenses.8

“Filing Fees $600”

Other Expenses.9

“National Dues $300”

Other Expenses.10

“Study App $200”

Other Expenses.11

“Supplies $97”

Raw XML Appendix158 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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IRS990EZ/BooksInCareOfDetail/PersonNm0JAMES ROMINGER
IRS990EZ/BooksInCareOfDetail/PhoneNum07148407077
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt024255 PACIFIC COAST HWY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MALIBU
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090263
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02357
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IRS990EZ/CostOfGoodsSoldAmt01971
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IRS990EZ/ExcessOrDeficitForYearAmt025442
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-831
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt01140
IRS990EZ/GroupExemptionNum00309
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt084364
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt027799
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027799
IRS990EZ/OccupancyRentUtltsAndMaintAmt06000
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Simon Pilato
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1John Louis Chiappe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2James Rominger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Nico Toracca
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Steven Cravotta
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Nick Mason
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Nolan Below
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Maxwell Rickard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Ryan Razavi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP Programming
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Finance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Member Dev.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Recruitment
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Communicatn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Chaplain
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Dir. Philanthro
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP Res Learning
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt047911
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 total membership of 79 talented and driven students to be challenged to be a better student, man and leader.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Volunteer Services to the local community, including the "Bounce" basketball tournament fundraiser which raises charitable funds which were donated to the Boys and Girls Club.
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 formals, mixers and retreats.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010229
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt18536
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08370
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt02619
IRS990EZ/SpecialEventsNetIncomeLossAmt0-286
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt063175
IRS990EZ/TotalProgramServiceExpensesAmt018765
IRS990EZ/TotalRevenueAmt088617
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https://pepperdine.sigep.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Boys and Girls Club | Donee's Address: 3150 N San Fernando Rd Los Angeles CA 90065 | Cash Amount Given: $6115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $24485
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Rush $10229
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Formals $5671
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Brotherhood Development $1859
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Mixers $1338
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Retreat $1007
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Composite Expense $935
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Interfraternal Council Dues $880
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Filing Fees $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11National Dues $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Study App $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Supplies $97
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.11
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James Rominger
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP Finance
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
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
ReturnHeader/Filer/USAddress/CityNm0MALIBU
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090263
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 Thorne Montana
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-14T09:27:33-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,799
Liabilities
-
Net assets
$27,799
Revenue
$88,617
Expenses
$63,175
Net income
$25,442
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