Civic Intelligence

Sigma Phi Epsilon Fraternity Inc California Beta Beta Chapter

990EZ • Fiscal year 2023 • EIN 91-1937409

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 15, 2023

Organization Profilesandiego.sigep.org
5998 Alcala Park 7207San Diego, CA 92110

(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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

69th percentile

10%

Higher net margin than 69% 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

94th percentile

69%

Faster asset growth than 94% of similar nonprofits.

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

Revenue Growth

75th percentile

23%

Faster revenue growth than 75% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$16,896

Up $6,899 (+69%) from 2022

Net Assets

Up

$16,896

Up $6,899 (+69%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin69th percentile

Revenue

Up

$66,127

Up $12,497 (+23%) from 2022

Expenses

Down

$59,228

Down $27,812 (-32%) from 2022

Net Income

Up

$6,899

Up $40,309 (+121%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth94th 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

2023

Assets$16,896
Liabilities-
Net Assets$16,896
Open 2023 Filing

Operations Trend

Revenue Growth75th 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

2023

Revenue$66,127
Expenses$59,228
Net Income$6,899
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$66,127
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 social and sports activities (Rush), resulting in membership of talented and driven students to be challenged to be a better student, man and leader.Normal social activities had resumed following the Covid-19 pandemic.Social activities, in addition to Rush, included a formal event heldat Del Mar and a sorority exchange.-$28,829
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HENRY DORNVP Of Finance-$0--
TIMOTHY CHAIPELPresident-$0--
LAWRENCE GUERGUISVP Of Membershp-$0--
DARIEN ARANDAVP Of Programg-$0--
ETHAN ROSEVP Of Communctn-$0--
BRENNAN MARTINVP Learning COM-$0--
IAN BAKERChaplain-$0--
Filing and Contact Details

Filer

Filer Name
Sigma Phi Epsilon Fraternity Inc
EIN
91-1937409
Phone
2023806295
Address
5998 ALCALA PARK 7207, SAN DIEGO, CA 92110

Signing Officer

Name
Henry Dorn
Title
Vice President
Signed
2023-11-15
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

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: $13300”

Other Expenses.1012

“Insurance $12693”

Other Expenses.1

“Formals $21577”

Other Expenses.2

“Rush $3397”

Other Expenses.3

“Rush T-Shirts $2615”

Other Expenses.4

“Composite Photo $1240”

Other Expenses.5

“Interfraternal Council Dues $690”

Other Expenses.6

“Supplies $43”

Raw XML Appendix141 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/USAddress/CityNm0POWAY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0920648843
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HENRY DORN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TIMOTHY CHAIPEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAWRENCE GUERGUIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DARIEN ARANDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ETHAN ROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRENNAN MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6IAN BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VP OF FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP OF MEMBERSHP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF PROGRAMG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF COMMUNCTN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP LEARNING COM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CHAPLAIN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt042255
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 social and sports activities (Rush), resulting in membership of talented and driven students to be challenged to be a better student, man and leader.Normal social activities had resumed following the Covid-19 pandemic.Social activities, in addition to Rush, included a formal event heldat Del Mar and a sorority exchange.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028829
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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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: $13300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $12693
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Formals $21577
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Rush $3397
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Rush T-Shirts $2615
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Composite Photo $1240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Interfraternal Council Dues $690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Supplies $43
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Payments to Affiliates.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0HENRY DORN
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ReturnHeader/Filer/PhoneNum02023806295
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ReturnHeader/PreparerPersonGrp/PhoneNum07148407077
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christine E Thorne Montana
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-15T16:59:27-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HENRY
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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
$16,896
Liabilities
-
Net assets
$16,896
Revenue
$66,127
Expenses
$59,228
Net income
$6,899
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