Civic Intelligence

Sigma Phi Epsilon Fraternity California Psi Chapter

990EZ • Fiscal year 2021 • EIN 91-1810577

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 03, 2022

24255 Pacific Coast Hwy 3317Malibu, 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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

63rd percentile

13%

Higher net margin than 63% 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

94th percentile

90%

Faster asset growth than 94% of similar nonprofits.

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

Revenue Growth

91st percentile

129%

Faster revenue growth than 91% of similar nonprofits.

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

Assets

Up

$23,443

Up $11,126 (+90%) from 2020

Net Assets

Up

$23,443

Up $11,126 (+90%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$87,782

Up $49,504 (+129%) from 2020

Expenses

Up

$76,656

Up $27,397 (+56%) from 2020

Net Income

Up

$11,126

Up $22,107 (+201%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$23,443
Liabilities-
Net Assets$23,443

Operations Trend

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

2021

Revenue$87,782
Expenses$76,656
Net Income$11,126
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 3, 2022
Return Version
2021v4.0
Gross Receipts
$93,093
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.$18,482-
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. In addition, Balanced Man Scholarships were awarded to men who embodied the fraternity's values and ideals.$6,829$1,500
Volunteer Services to the local community, including fundraisers which raise charitable funds which were donated to the Boys and Girls Club of Malibu, Women Empowerment, RAINN (anti-sexual violence, and St. Judes Hospital. In addition, funds were raised for the Los Angeles Food Bank and for Thanksgiving meals for the homeless. All funds raised and grants given were separately accounted for by designated purpose.$1,242-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Braden SprengerPresident-$0--
Zach FordVP Programming-$0--
Reza BassiriVP Finance-$0--
Clay Hunter and Matthew OttVP Member Dev.-$0--
Jacob ResendizVP Recruitment-$0--
Ryan BresinghamVP Communicatn-$0--
Thomas BidewellChaplain-$0--
Neek HadjarpourDirector Philanthro-$0--
Zachary WatermanVP Res. Learn-$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
Reza Bassiri
Title
VP Finance
Signed
2022-03-03
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 $30899

Other Expenses.1

Formals $9000

Other Expenses.2

Rush (incl. t-shirts) $6829

Other Expenses.3

National Dues $5700

Other Expenses.4

Programming $5429

Other Expenses.5

Interfraternal Council Dues $3574

Other Expenses.6

Pref Dinner $2007

Other Expenses.7

Date Night $1800

Other Expenses.8

Interfraternal Council Dues $1620

Other Expenses.9

Membership Development $1325

Other Expenses.10

Supplies $666

Other Expenses.11

Mixers $479

Other Expenses.12

Residential Learning Community $410

Other Expenses.13

Greek Life Relations $260

Other Expenses.14

Recruitment $164

Other Expenses.15

Retreat $130

Other Expenses.16

Chapter Development $109

Other Expenses.17

COVID Testing $100

Raw XML Appendix172 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/PhoneNum07148407077
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MALIBU
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090263
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012317
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Braden Sprenger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Zach Ford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Reza Bassiri
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Clay Hunter and Matthew Ott
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jacob Resendiz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Ryan Bresingham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Thomas Bidewell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Neek Hadjarpour
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Zachary Waterman
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. Learn
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt070501
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. In addition, Balanced Man Scholarships were awarded to men who embodied the fraternity's values and ideals.
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, Women Empowerment, RAINN (anti-sexual violence, and St. Judes Hospital. In addition, funds were raised for the Los Angeles Food Bank and for Thanksgiving meals for the homeless. 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.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11242
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt218482
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt05311
IRS990EZ/SpecialEventsNetIncomeLossAmt0-5311
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt076656
IRS990EZ/TotalProgramServiceExpensesAmt026553
IRS990EZ/TotalRevenueAmt087782
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https://pepperdine.sigep.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $30899
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Formals $9000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Rush (incl. t-shirts) $6829
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3National Dues $5700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Programming $5429
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Interfraternal Council Dues $3574
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Pref Dinner $2007
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Date Night $1800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Interfraternal Council Dues $1620
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Membership Development $1325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Supplies $666
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Mixers $479
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Residential Learning Community $410
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Greek Life Relations $260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Recruitment $164
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Retreat $130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Chapter Development $109
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17COVID Testing $100
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.17
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/PersonNm0Reza Bassiri
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP Finance
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-03
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/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/ReturnTs02022-03-03T17:27:13-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Reza
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bassiri
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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