Civic Intelligence

Sigma Phi Epsilon Fraternity California Psi Chapter

990EZ • Fiscal year 2022 • EIN 91-1810577

Jan 01, 2022 to Dec 31, 2022 • Filed on May 12, 2023

Organization Profilepepperdine.sigep.org
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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

39th percentile

-1.1%

Higher net margin than 39% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Asset Growth

34th percentile

-4.8%

Faster asset growth than 34% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

51st percentile

12%

Faster revenue growth than 51% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$22,325

Down $1,118 (-4.8%) from 2021

Net Assets

Down

$22,325

Down $1,118 (-4.8%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin39th percentile

Revenue

Up

$98,388

Up $10,606 (+12%) from 2021

Expenses

Up

$99,506

Up $22,850 (+30%) from 2021

Net Income

Down

-$1,118

Down $12,244 (-110%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2022

Assets$22,325
Liabilities-
Net Assets$22,325
Open 2022 Filing

Operations Trend

Revenue Growth51st 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

2022

Revenue$98,388
Expenses$99,506
Net Income-$1,118
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 12, 2023
Return Version
2022v5.0
Gross Receipts
$107,258
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. In addition, a Alumni Reunion dinner was hosted and travel provided to Annual Conclave Buchanon Cup ceremony. Program expenses also include National and interfraternal dues.-$56,819
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.-$4,105
Volunteer Services to the local community, including a beach clean-up, and Fall and Spring Fundraisers for charity. The Fall "Bounce" fundraiser raised funds for the National Harm Reduction Coalition, while the Spring "Shootout" fundraiser raised funds for the Descendants of the Earth (both are (501(c)(3) charities). In addtion,funds raised in the Fall of 2021 were donated to the Boys and Girls Club of Malibu. 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.-$345
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOELL VACAPresidnt-$0--
RYAN MARUMOTOVP Programming-$0--
JOSEPH KIESELVP Finance-$0--
WILLIAM TUCKERVP Member Devel-$0--
JEFF LANDISVP Recruitment-$0--
DJ MONAHANVP Learning COM-$0--
BARON ERIMChaplan-$0--
ETHAN PETTENGILLVP 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
Joseph Kiesel
Title
VP Finance
Signed
2023-05-12
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 $29052”

Other Expenses.1

“Alumni Reunion Dinner $15923”

Other Expenses.2

“Programming $15605”

Other Expenses.3

“National Dues $11610”

Other Expenses.4

“Formals $5000”

Other Expenses.5

“Rush $2954”

Other Expenses.6

“Interfraternal Council Dues $1900”

Other Expenses.7

“Rush T-Shirts $1151”

Other Expenses.8

“Membership Development $787”

Other Expenses.9

“Mixers $511”

Other Expenses.10

“Recruitment $442”

Other Expenses.11

“Buchanon Cup - Travel $422”

Other Expenses.12

“Beach Cleanup $345”

Other Expenses.13

“Retreat $169”

Raw XML Appendix160 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/PersonNm0JOSEPH KIESEL
IRS990EZ/BooksInCareOfDetail/PhoneNum07148407077
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt024255 PACIFIC COAST HWY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MALIBU
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090263
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023443
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023443
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOELL VACA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RYAN MARUMOTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOSEPH KIESEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WILLIAM TUCKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JEFF LANDIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DJ MONAHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BARON ERIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ETHAN PETTENGILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDNT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP PROGRAMMING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP MEMBER DEVEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP RECRUITMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP LEARNING COM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CHAPLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP PHILANTHROPY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt085871
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 beach clean-up, and Fall and Spring Fundraisers for charity. The Fall "Bounce" fundraiser raised funds for the National Harm Reduction Coalition, while the Spring "Shootout" fundraiser raised funds for the Descendants of the Earth (both are (501(c)(3) charities). In addtion,funds raised in the Fall of 2021 were donated to the Boys and Girls Club of Malibu. 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. In addition, a Alumni Reunion dinner was hosted and travel provided to Annual Conclave Buchanon Cup ceremony. Program expenses also include National and interfraternal dues.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04105
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1345
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt256819
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt08870
IRS990EZ/SpecialEventsNetIncomeLossAmt0-8870
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt099506
IRS990EZ/TotalProgramServiceExpensesAmt061269
IRS990EZ/TotalRevenueAmt098388
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https://pepperdine.sigep.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $29052
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Alumni Reunion Dinner $15923
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Programming $15605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3National Dues $11610
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Formals $5000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Rush $2954
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Interfraternal Council Dues $1900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Rush T-Shirts $1151
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Membership Development $787
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Mixers $511
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Recruitment $442
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Buchanon Cup - Travel $422
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Beach Cleanup $345
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Retreat $169
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH KIESEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-12
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/ReturnTs02023-05-12T08:50:01-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOSEPH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KIESEL
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,325
Liabilities
-
Net assets
$22,325
Revenue
$98,388
Expenses
$99,506
Net income
-$1,118
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