Civic Intelligence

Sigma Phi Epsilon Fraternity Inc California Beta Beta Chapter

990EZ • Fiscal year 2020 • EIN 91-1937409

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 14, 2021

Organization Profilesandiego.sigep.org
12255 Kirkham RdPoway, CA 92064

(202) 380-6295

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

88th percentile

30%

Higher net margin than 88% of similar nonprofits.

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

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% 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

90th percentile

59%

Faster asset growth than 90% of similar nonprofits.

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

Revenue Growth

41st percentile

-21%

Faster revenue growth than 41% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$53,230

Up $19,847 (+59%) from 2019

Net Assets

$53,230

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin88th percentile

Revenue

Down

$73,436

Down $20,030 (-21%) from 2019

Expenses

Down

$51,554

Down $50,047 (-49%) from 2019

Net Income

Up

$21,882

Up $30,017 (+369%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2015: $32,881Liabilities 2015: $02015Assets 2016: $33,804Liabilities 2016: $02016Assets 2017: $40,130Liabilities 2017: $02017Assets 2018: $41,385Liabilities 2018: $02018Assets 2019: $33,383Liabilities 2019: $02019Assets 2020: $53,230Net Assets 2020: $53,2302020Assets 2021: $43,407Net Assets 2021: $43,4072021Assets 2022: $9,997Net Assets 2022: $9,9972022Assets 2023: $16,896Net Assets 2023: $16,8962023Assets 2024: $20,883Liabilities 2024: $02024Assets 2025: $24,560Net Assets 2025: $24,5602025

Highlighted filing

2020

Assets$53,230
Liabilities-
Net Assets$53,230
Open 2020 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2015: $67,895Expenses 2015: $66,830Net Income 2015: $1,0652015Revenue 2016: $62,248Expenses 2016: $59,345Net Income 2016: $2,9032016Revenue 2017: $76,447Expenses 2017: $72,377Net Income 2017: $4,0702017Revenue 2018: $90,581Expenses 2018: $90,003Net Income 2018: $5782018Revenue 2019: $93,466Expenses 2019: $101,601Net Income 2019: -$8,1352019Revenue 2020: $73,436Expenses 2020: $51,554Net Income 2020: $21,8822020Revenue 2021: $19,461Expenses 2021: $29,284Net Income 2021: -$9,8232021Revenue 2022: $53,630Expenses 2022: $87,040Net Income 2022: -$33,4102022Revenue 2023: $66,127Expenses 2023: $59,228Net Income 2023: $6,8992023Revenue 2024: $73,417Expenses 2024: $69,430Net Income 2024: $3,9872024Revenue 2025: $85,228Expenses 2025: $81,551Net Income 2025: $3,6772025

Highlighted filing

2020

Revenue$73,436
Expenses$51,554
Net Income$21,882
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 14, 2021
Return Version
2019v5.0
Gross Receipts
$73,436
Mission and Program Overview

Mission

Sigma Phi Epsilon Cal Beta Beta is the University of San Diego local chapter of the national parent Sigma Phi Epsilon Fraternity. The fraternity is a social organization with the mission to promote the values of virtue, diligence, and brotherhood through social and recreational activities amongst its members.

Program Services

DescriptionGrantsExpenses
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.$17,497-
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS PADOVAVP Of Finance-$0--
PATRICK FOLEYVP Of Recruitmt-$0--
HENRY BERGERVP Of Membershp-$0--
MAX RABINVP Of Programg-$0--
JOHNNY MARTINEZVP Of Communctn-$0--
Filing and Contact Details

Filer

Filer Name
Sigma Phi Epsilon Fraternity Inc
EIN
91-1937409
Phone
2023806295
Address
12255 KIRKHAM RD, POWAY, CA 92064

Signing Officer

Name
Jake Daniel
Title
Vice President
Signed
2021-09-14
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

Payments to Affiliates.1

“Name: SIGMA PHI EPSILON FRAT INC | Address: 310 S. ARTHUR ASHE BLVD RICHMOND, VA 23220 | Purpose of payment: NATIONAL DUES | Amount: $10764”

Other Expenses.1002

“Office Expenses $49”

Other Expenses.1007

“Conferences, Conventions, and Meetings $1875”

Other Expenses.1012

“Insurance $15294”

Other Expenses.1

“Brotherhood Development $6011”

Other Expenses.2

“Mixers $4922”

Other Expenses.3

“T-Shirts for Rush $3651”

Other Expenses.4

“Rush $2013”

Other Expenses.5

“Interfraternal Council Dues $1115”

Other Expenses.6

“Formals $900”

Raw XML Appendix132 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JAKE DANIEL
IRS990EZ/BooksInCareOfDetail/PhoneNum02023806295
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012255 KIRKHAM RD STE 300
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0POWAY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0920648843
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033383
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053230
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt071402
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt021882
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033383
IRS990EZ/Form990TotalAssetsGrp/EOYAmt053230
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015424
IRS990EZ/GrossReceiptsAmt073436
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00309
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt071402
IRS990EZ/InvestmentIncomeAmt02034
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033383
IRS990EZ/NetAssetsOrFundBalancesEOYAmt053230
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033383
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt053230
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THOMAS PADOVA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PATRICK FOLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HENRY BERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MAX RABIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHNNY MARTINEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VP OF FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP OF RECRUITMT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP OF MEMBERSHP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF PROGRAMG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF COMMUNCTN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherChangesInNetAssetsAmt0-2035
IRS990EZ/OtherExpensesTotalAmt035830
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Sigma Phi Epsilon Cal Beta Beta is the University of San Diego local chapter of the national parent Sigma Phi Epsilon Fraternity. The fraternity is a social organization with the mission to promote the values of virtue, diligence, and brotherhood 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/GrantsAndAllocationsAmt017497
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt051554
IRS990EZ/TotalProgramServiceExpensesAmt017497
IRS990EZ/TotalRevenueAmt073436
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https://sandiego.sigep.org/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Name: SIGMA PHI EPSILON FRAT INC | Address: 310 S. ARTHUR ASHE BLVD RICHMOND, VA 23220 | Purpose of payment: NATIONAL DUES | Amount: $10764
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $49
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $1875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $15294
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Brotherhood Development $6011
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Mixers $4922
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6T-Shirts for Rush $3651
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Rush $2013
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Interfraternal Council Dues $1115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Formals $900
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Payments to Affiliates.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAKE DANIEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA PHI EPSILON FRATERNITY INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CALIFORNIA BETA BETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0911937409
ReturnHeader/Filer/PhoneNum02023806295
ReturnHeader/Filer/USAddress/AddressLine1Txt012255 KIRKHAM RD
ReturnHeader/Filer/USAddress/CityNm0POWAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092064
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/ReturnTs02021-09-14T13:39:14-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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
$53,230
Liabilities
-
Net assets
$53,230
Revenue
$73,436
Expenses
$51,554
Net income
$21,882
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.25$0.25$0.85$0.82$0.04
2024Summary only. Only limited summary data is available for this year.$0.21$0.00$0.73$0.69$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.17$0.17$0.66$0.59$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.10$0.54$0.87$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.43$0.19$0.29$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.53$0.53$0.73$0.52$0.22
2019Summary only. Only limited summary data is available for this year.$0.33$0.00$0.93$1.02$0.08
2018Summary only. Only limited summary data is available for this year.$0.41$0.00$0.91$0.90$0.01
2017Summary only. Only limited summary data is available for this year.$0.40$0.00$0.76$0.72$0.04
2016Summary only. Only limited summary data is available for this year.$0.34$0.00$0.62$0.59$0.03
2015Summary only. Only limited summary data is available for this year.$0.33$0.00$0.68$0.67$0.01