Civic Intelligence

Sigma Phi Epsilon Fraternity California Psi Chapter

990EZ • Fiscal year 2023 • EIN 91-1810577

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

21st percentile

-11%

Higher net margin than 21% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

8th percentile

-41%

Faster asset growth than 8% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-17%

Faster revenue growth than 15% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$13,181

Down $9,144 (-41%) from 2022

Net Assets

Down

$13,181

Down $9,144 (-41%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin21st percentile

Revenue

Down

$81,201

Down $17,187 (-17%) from 2022

Expenses

Down

$90,345

Down $9,161 (-9.2%) from 2022

Net Income

Down

-$9,144

Down $8,026 (-718%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2023

Assets$13,181
Liabilities-
Net Assets$13,181
Open 2023 Filing

Operations Trend

Revenue Growth15th 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

2023

Revenue$81,201
Expenses$90,345
Net Income-$9,144
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Gross Receipts
$91,431
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, travel was provided to Annual Conclave ceremony and Carlson Leadership Academy. Program expenses also include National and interfraternal dues.-$49,819
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.-$9,364
Volunteer Services to the local community, including a charity walk, and Fall and Spring Fundraisers for charity. The Fall "Bounce" fundraiser raised funds for the Descendants of the Earth, while the Spring "Shootout" fundraiser raised funds for Peace 4 Kids(both are (501(c)(3) charities). In addtion,funds were raised for a Memorial and PCH safety awaredness dedicated to four female Pepperdine students. 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.-$2,292
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--
DAVID 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
David Monahan
Title
New VP Finance
Signed
2024-05-15
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 $30952”

Other Expenses.1

“Formals $18720”

Other Expenses.2

“Retreat $8870”

Other Expenses.3

“Rush $6398”

Other Expenses.4

“National Dues $6300”

Other Expenses.5

“Rush T-Shirts $2966”

Other Expenses.6

“Programming $2601”

Other Expenses.7

“Composite Photo $1920”

Other Expenses.8

“Interfraternal Council Dues $1360”

Other Expenses.9

“Carlson/Conclave - Chapter Dev $684”

Raw XML Appendix152 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/PersonNm0DAVID MONAHAN
IRS990EZ/BooksInCareOfDetail/PhoneNum07148407077
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt024255 PACIFIC COAST HWY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MALIBU
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090263
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022325
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt091431
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03882
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt05692
IRS990EZ/GrossReceiptsAmt091431
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022325
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013181
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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/PersonNm5DAVID 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/OtherExpensesTotalAmt080771
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 charity walk, and Fall and Spring Fundraisers for charity. The Fall "Bounce" fundraiser raised funds for the Descendants of the Earth, while the Spring "Shootout" fundraiser raised funds for Peace 4 Kids(both are (501(c)(3) charities). In addtion,funds were raised for a Memorial and PCH safety awaredness dedicated to four female Pepperdine students. 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, travel was provided to Annual Conclave ceremony and Carlson Leadership Academy. Program expenses also include National and interfraternal dues.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09364
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12292
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt249819
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt010230
IRS990EZ/SpecialEventsNetIncomeLossAmt0-10230
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt090345
IRS990EZ/TotalProgramServiceExpensesAmt061475
IRS990EZ/TotalRevenueAmt081201
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https://pepperdine.sigep.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $30952
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Formals $18720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Retreat $8870
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Rush $6398
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4National Dues $6300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Rush T-Shirts $2966
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Programming $2601
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Composite Photo $1920
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Interfraternal Council Dues $1360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Carlson/Conclave - Chapter Dev $684
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/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/PersonNm0DAVID MONAHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0NEW VP FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
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 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/ReturnTs02024-05-15T23:25:36-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MONAHAN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,181
Liabilities
-
Net assets
$13,181
Revenue
$81,201
Expenses
$90,345
Net income
-$9,144
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