Civic Intelligence

Sigma Phi Epsilon Fraternity California Psi Chapter

990EZ • Fiscal year 2019 • EIN 91-1810577

Jan 01, 2019 to Dec 31, 2019 • Filed on May 15, 2020

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

20th percentile

-9.4%

Higher net margin than 20% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Asset Growth

11th percentile

-23%

Faster asset growth than 11% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-23%

Faster revenue growth than 13% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$21,416

Down $6,383 (-23%) from 2018

Net Assets

Down

$21,416

Down $6,383 (-23%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin20th percentile

Revenue

Down

$68,011

Down $20,606 (-23%) from 2018

Expenses

Up

$74,394

Up $11,219 (+18%) from 2018

Net Income

Down

-$6,383

Down $31,825 (-125%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

2019

Assets$21,416
Liabilities-
Net Assets$21,416
Open 2019 Filing

Operations Trend

Revenue Growth13th percentile

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

2019

Revenue$68,011
Expenses$74,394
Net Income-$6,383
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 15, 2020
Return Version
2019v5.0
Gross Receipts
$75,636
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
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.$22,883-
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.$10,261-
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 and Big Brothers Big Sisters of America, as well as the E.A.T. video game tournament fundraiser which raises charitable funds which were donated to Ending Allergies Together.$961$5,014
Sigma Phi Epsilon Cal Psi Chapter requested and received Alumni donations to fund an annual "Balanced Man Scholarship" which identifies and recognizes men who embody the fraternity's values and ideals.-$1,500
Compensation and Service Providers
Top Officer Pay93rd 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
2020-05-15
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

Other Expenses.1012

“Insurance $26475”

Other Expenses.1

“Formals $11500”

Other Expenses.2

“Rush $10261”

Other Expenses.3

“Brotherhood Development $7117”

Other Expenses.4

“Mixers $3266”

Other Expenses.5

“Composite Expense $2556”

Other Expenses.6

“Interfraternal Council Dues $1381”

Other Expenses.7

“Academic Dinner $1060”

Other Expenses.8

“Supplies $308”

Other Expenses.9

“Study App $200”

Raw XML Appendix155 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/PhoneNum07148407077
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt024255 PACIFIC COAST HWY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MALIBU
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090263
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027799
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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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/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt064124
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 the "Bounce" basketball tournament fundraiser which raises charitable funds which were donated to the Boys and Girls Club and Big Brothers Big Sisters of America, as well as the E.A.T. video game tournament fundraiser which raises charitable funds which were donated to Ending Allergies Together.
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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Sigma Phi Epsilon Cal Psi Chapter requested and received Alumni donations to fund an annual "Balanced Man Scholarship" which identifies and recognizes men who embody the fraternity's values and ideals.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010261
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1961
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt222883
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05014
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt0961
IRS990EZ/SpecialEventsNetIncomeLossAmt0-961
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt074394
IRS990EZ/TotalProgramServiceExpensesAmt034105
IRS990EZ/TotalRevenueAmt068011
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https://pepperdine.sigep.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $26475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Formals $11500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Rush $10261
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Brotherhood Development $7117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Mixers $3266
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Composite Expense $2556
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Interfraternal Council Dues $1381
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Academic Dinner $1060
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Supplies $308
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Study App $200
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
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James Rominger
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP Finance
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-15
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/ReturnTs02020-05-15T17:59:09-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,416
Liabilities
-
Net assets
$21,416
Revenue
$68,011
Expenses
$74,394
Net income
-$6,383
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