Civic Intelligence

Sigma Phi Epsilon Fraternity California Psi Chapter

990EZ • Fiscal year 2020 • EIN 91-1810577

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 17, 2021

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

15th percentile

-29%

Higher net margin than 15% of similar nonprofits.

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

Top Officer Pay

96th percentile

$0

Higher top officer pay than 96% 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

6th percentile

-42%

Faster asset growth than 6% of similar nonprofits.

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

Revenue Growth

20th percentile

-44%

Faster revenue growth than 20% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$12,317

Down $9,099 (-42%) from 2019

Net Assets

Down

$12,317

Down $9,099 (-42%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin15th percentile

Revenue

Down

$38,278

Down $29,733 (-44%) from 2019

Expenses

Down

$49,259

Down $25,135 (-34%) from 2019

Net Income

Down

-$10,981

Down $4,598 (-72%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2020

Assets$12,317
Liabilities-
Net Assets$12,317
Open 2020 Filing

Operations Trend

Revenue Growth20th 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

2020

Revenue$38,278
Expenses$49,259
Net Income-$10,981
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 17, 2021
Return Version
2020v4.0
Gross Receipts
$39,322
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
Volunteer Services to the local community, including fundraisers which raise charitable funds which were donated to the Boys and Girls Club of Malibu, Ending Allergies Together (E.A.T.), People's City Council Freedom Fund, Armenian Student Association. In addition, as result of COVID-19, N-95 masks were purchased and donated to the Malibu Community Center and a t-shirt drive raised funds for cancer treatments for a Brother's family member. All funds raised and grants given were separately accounted for by designated purpose.$1,044$10,060
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. However, social activities were greatly reduced in 2020 due to the COVID-19 pandemic.$5,248-
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.$2,858-
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael SemenovPresident-$0--
Warren MooreVP Programming-$0--
Coleman DoyleVP Finance-$0--
Jacob FoleyVP Member Dev.-$0--
Will NolandVP Recruitment-$0--
Patrick HarleyVP Communicatn-$0--
Cameron FranklinChaplain-$0--
Daniel del CastilloDirector Philanthro-$0--
Brandon RobertsVP 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
Coleman Doyle
Title
VP Finance
Signed
2021-02-17
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 of Malibu | Donee's Address: P.O. Box 6393 Malibu CA 90264 | Cash Amount Given: $5178”

Other Expenses.1012

“Insurance $16651”

Other Expenses.1

“National Dues $9750”

Other Expenses.2

“Membership Development $3288”

Other Expenses.3

“Rush $2858”

Other Expenses.4

“Mixers $1960”

Other Expenses.5

“Interfraternal Council Dues $1147”

Other Expenses.6

“Supplies for Donatn -N95 Masks $440”

Other Expenses.7

“Alumni Dinner $300”

Other Expenses.8

“State Tax $10”

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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0COLEMAN DOYLE
IRS990EZ/BooksInCareOfDetail/PhoneNum07148407077
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt024255 PACIFIC COAST HWY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MALIBU
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090263
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Michael Semenov
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Warren Moore
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Coleman Doyle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jacob Foley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Will Noland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Patrick Harley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Cameron Franklin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Daniel del Castillo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Brandon Roberts
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 Learning
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01882
IRS990EZ/OtherExpensesTotalAmt036404
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 fundraisers which raise charitable funds which were donated to the Boys and Girls Club of Malibu, Ending Allergies Together (E.A.T.), People's City Council Freedom Fund, Armenian Student Association. In addition, as result of COVID-19, N-95 masks were purchased and donated to the Malibu Community Center and a t-shirt drive raised funds for cancer treatments for a Brother's family member. All funds raised and grants given were separately accounted for by designated purpose.
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. However, social activities were greatly reduced in 2020 due to the COVID-19 pandemic.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02858
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11044
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt25248
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010060
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt01044
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1044
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt049259
IRS990EZ/TotalProgramServiceExpensesAmt09150
IRS990EZ/TotalRevenueAmt038278
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https://pepperdine.sigep.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Boys and Girls Club of Malibu | Donee's Address: P.O. Box 6393 Malibu CA 90264 | Cash Amount Given: $5178
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $16651
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2National Dues $9750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Membership Development $3288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Rush $2858
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Mixers $1960
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Interfraternal Council Dues $1147
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Supplies for Donatn -N95 Masks $440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Alumni Dinner $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9State Tax $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Coleman Doyle
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP Finance
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-17
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/ReturnTs02021-02-17T08:19:50-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Coleman
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Doyle
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,317
Liabilities
-
Net assets
$12,317
Revenue
$38,278
Expenses
$49,259
Net income
-$10,981
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