Civic Intelligence

Sigma Phi Epsilon Fraternity Inc California Beta Beta Chapter

990EZ • Fiscal year 2022 • EIN 91-1937409

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 10, 2023

Organization Profilesandiego.sigep.org
12255 Kirkham Rd 300Poway, 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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

5th percentile

-62%

Higher net margin than 5% 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

2nd percentile

-77%

Faster asset growth than 2% of similar nonprofits.

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

Revenue Growth

92nd percentile

176%

Faster revenue growth than 92% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$9,997

Down $33,410 (-77%) from 2021

Net Assets

Down

$9,997

Down $33,410 (-77%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin5th percentile

Revenue

Up

$53,630

Up $34,169 (+176%) from 2021

Expenses

Up

$87,040

Up $57,756 (+197%) from 2021

Net Income

Down

-$33,410

Down $23,587 (-240%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2022

Assets$9,997
Liabilities-
Net Assets$9,997
Open 2022 Filing

Operations Trend

Revenue Growth92nd 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

2022

Revenue$53,630
Expenses$87,040
Net Income-$33,410
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 10, 2023
Return Version
2021v4.1
Gross Receipts
$57,589
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.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 with Kappa Delta.--
Promoted philthropy and community with a coordinated fundraiser with Make-a-Wish foundation via on-campus events.--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILL VANDERZANDENVP Of Finance-$0--
TIMOTHY CHAIPELVP Of Recruitmt-$0--
JOHN MITCHELLVP Of Membershp-$0--
GREG BROWNVP Of Programg-$0--
RILEY COLEMANVP Of Communctn-$0--
JR DEFINAPresident-$0--
MOSSIMO REChaplain-$0--
Filing and Contact Details

Filer

Filer Name
Sigma Phi Epsilon Fraternity Inc
EIN
91-1937409
Phone
2023806295
Address
12255 KIRKHAM RD 300, POWAY, CA 92064

Signing Officer

Name
Will Vanderzanden
Title
Vice President
Signed
2023-01-10
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

Grants and Similar Amounts Paid In Excess of $5,000.18

“| Donee's Name: SIGMA PHI EPSILON EDUCATIONAL FOUNDATION | Donee's Address: 310 S Arthur Ashe Boulevard Richmond VA 23220 | Cash Amount Given: $25821”

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: $14871”

Other Expenses.1007

“Conferences, Conventions, and Meetings $1825”

Other Expenses.1012

“Insurance $13809”

Other Expenses.1

“Formals $15606”

Other Expenses.2

“Social Mixer $5000”

Other Expenses.3

“Rush $2248”

Other Expenses.5

“Interfraternal Council Dues $955”

Other Expenses.6

“Unrelated Business Tax $605”

Other Expenses.7

“Shipping $4”

Raw XML Appendix147 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/PersonNm0WILL VANDERZANDEN
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012255 KIRKHAM RD STE 300
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0POWAY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0920648843
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043407
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09997
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IRS990EZ/CostOfGoodsSoldAmt03959
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt0-33410
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IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/FundraisingGrossIncomeAmt0387
IRS990EZ/GrantsAndSimilarAmountsPaidAmt041579
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-3959
IRS990EZ/GrossReceiptsAmt057589
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00309
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/InvestmentIncomeAmt01055
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043407
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILL VANDERZANDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TIMOTHY CHAIPEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN MITCHELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GREG BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RILEY COLEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JR DEFINA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MOSSIMO RE
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/OfficerDirectorTrusteeEmplGrp/TitleTxt5President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CHAPLAIN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherExpensesTotalAmt040052
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/PrintingPublicationsPostageAmt01873
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.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 with Kappa Delta.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Promoted philthropy and community with a coordinated fundraiser with Make-a-Wish foundation via on-campus events.
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt0387
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt087040
IRS990EZ/TotalRevenueAmt053630
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https://sandiego.sigep.org/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: SIGMA PHI EPSILON EDUCATIONAL FOUNDATION | Donee's Address: 310 S Arthur Ashe Boulevard Richmond VA 23220 | Cash Amount Given: $25821
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Name: SIGMA PHI EPSILON FRAT INC | Address: 310 S. ARTHUR ASHE BLVD RICHMOND, VA 23220 | Purpose of payment: NATIONAL DUES | Amount: $14871
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $1825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $13809
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Formals $15606
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Social Mixer $5000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Rush $2248
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Interfraternal Council Dues $955
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Unrelated Business Tax $605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Shipping $4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Payments to Affiliates.1
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.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILL VANDERZANDEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-10
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 300
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/ReturnTs02023-01-10T17:00:56-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VANDERZANDEN
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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
$9,997
Liabilities
-
Net assets
$9,997
Revenue
$53,630
Expenses
$87,040
Net income
-$33,410
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
2022Detailed filing. Detailed filing data is available for this year.$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