Civic Intelligence

Sigma Alpha Epsilon Fraternity Oregon Alpha Chapter

990 • Fiscal year 2018 • EIN 93-0280615

Sep 01, 2017 to Aug 31, 2018 • Filed on Jan 15, 2019

2929 NW HarrisonCorvallis, OR 97330

(541) 758-7351

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

23rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2018

Net Margin

64th percentile

9.0%

Higher net margin than 64% of similar nonprofits.

2018 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

100th percentile

675%

Faster asset growth than 100% of similar nonprofits.

2018 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

50th percentile

1.8%

Faster revenue growth than 50% of similar nonprofits.

2018 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$59,113

Up $51,486 (+675%) from 2017

Net Assets

Up

$59,113

Up $51,486 (+675%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$574,284

Up $10,307 (+1.8%) from 2017

Expenses

Down

$522,798

Down $37,604 (-6.7%) from 2017

Net Income

Up

$51,486

Up $47,911 (+1340%) from 2017

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0-$20KAssets 2010: $7,271Net Assets 2010: $7,2712010Assets 2011: $205Liabilities 2011: $0Net Assets 2011: $2052011Assets 2012: $9,374Liabilities 2012: $0Net Assets 2012: $9,3742012Assets 2013: $1,562Liabilities 2013: $2,736Net Assets 2013: -$1,1742013Assets 2014: $5,694Liabilities 2014: $0Net Assets 2014: $5,6942014Assets 2015: $3,668Liabilities 2015: $0Net Assets 2015: $3,6682015Assets 2016: $4,052Liabilities 2016: $0Net Assets 2016: $4,0522016Assets 2017: $7,627Liabilities 2017: $0Net Assets 2017: $7,6272017Assets 2018: $59,113Liabilities 2018: $0Net Assets 2018: $59,1132018Assets 2019: $71,281Liabilities 2019: $0Net Assets 2019: $71,2812019Assets 2020: $21,094Liabilities 2020: $0Net Assets 2020: $21,0942020Assets 2021: $3,989Liabilities 2021: $0Net Assets 2021: $3,9892021Assets 2022: $21,591Liabilities 2022: $0Net Assets 2022: $21,5912022Assets 2023: $13,389Liabilities 2023: $0Net Assets 2023: $13,3892023Assets 2024: $12,482Liabilities 2024: $0Net Assets 2024: $12,4822024Assets 2025: $53,637Liabilities 2025: $0Net Assets 2025: $53,6372025

Highlighted filing

2018

Assets$59,113
Liabilities$0
Net Assets$59,113

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2010: $368,237Expenses 2010: $356,686Net Income 2010: $11,5512010Expenses 2011: $339,8562011Expenses 2012: $385,0472012Expenses 2013: $382,3132013Revenue 2014: $387,579Expenses 2014: $380,711Net Income 2014: $6,8682014Revenue 2015: $438,560Expenses 2015: $440,586Net Income 2015: -$2,0262015Revenue 2016: $516,878Expenses 2016: $516,494Net Income 2016: $3842016Revenue 2017: $563,977Expenses 2017: $560,402Net Income 2017: $3,5752017Revenue 2018: $574,284Expenses 2018: $522,798Net Income 2018: $51,4862018Revenue 2019: $520,125Expenses 2019: $507,957Net Income 2019: $12,1682019Revenue 2020: $360,615Expenses 2020: $410,802Net Income 2020: -$50,1872020Revenue 2021: $341,974Expenses 2021: $359,079Net Income 2021: -$17,1052021Revenue 2022: $568,649Expenses 2022: $551,047Net Income 2022: $17,6022022Revenue 2023: $608,895Expenses 2023: $617,097Net Income 2023: -$8,2022023Revenue 2024: $594,767Expenses 2024: $595,674Net Income 2024: -$9072024Revenue 2025: $611,401Expenses 2025: $570,246Net Income 2025: $41,1552025

Highlighted filing

2018

Revenue$574,284
Expenses$522,798
Net Income$51,486
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jan 15, 2019
Return Version
2017v2.3
Gross Receipts
$574,284
Mission and Program Overview

Mission

Our mission is to promote the highest standards of friendship, scholarship, and service for the members and pledges of sigma alpha epsilon attending oregon state university.

Provide housing, social, and leadership experiences to members attending oregon state univ.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$7,627$59,113▲ $51,486
Total Assets$7,627$59,113▲ $51,486
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$7,627$59,113▲ $51,486
Total Net Assets Fund Balance$7,627$59,113▲ $51,486
Total Liabilities and Net Assets / Fund Balance$7,627$59,113▲ $51,486
Compensation and Service Providers

Board Members and Trustees

NameTitle
Will StricklandPresident
Dylan NorrisVice President
Richard ThompsonAlumni Advisor
Andrew MarshallTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$574,284
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$51,486
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$506,232
Salaries, Compensation, and Employee Benefits$16,566
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$148,500
All Other Expenses---$65,562
Other Expenses---$19,353
Other Salaries and Wages---$12,292
Payroll Taxes---$3,744
Conferences and Meetings---$2,904
Office Expenses---$1,685
Fees for Services Accounting---$885
Other Employee Benefits---$530
Total Functional Expenses$0$0$0$522,798
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Members include those individuals who have been accepted into the membership of the sae fraternity and attend oregon state university.

Form 990, Part VI, Section A, Line 7A

The members of the fraternity elect the members of the governing body semi-annually.

Form 990, Part VI, Section A, Line 7B

The members approve admission or expulsion tofrom membership in the fraternity and significant expenditures.

Form 990, Part VI, Section B, Line 11B

The alumni advisors to the fraternity review the form 990 prior to filing with the irs.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents and financial information available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Sigma Alpha Epsilon Fraternity
EIN
93-0280615
Phone
5417587351
Address
2929 NW HARRISON, CORVALLIS, OR 97330

Signing Officer

Name
Richard Thompson
Title
Alumni Advisor
Phone
5412317604
Signed
2019-01-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Thompson
Formed
1920
Legal Domicile
Or
Voting Board Members
3
Independent Board Members
0
Employees
1
Volunteers
0

Preparer

Firm
Perkins & Company Pc
Address
1211 SW FIFTH AVE SUITE 1000, PORTLAND, OR 97204-3710
Preparer
John Thompson
Phone
5032210336
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Repairs & maintenance 13,202. Miscellaneous 10,589. Recruitment 10,554. Charity 8,751. Laundry 5,913. Interfraternity counsel 5,030. Social expenses 4,949. Copier rent 2,772. Interfraternity sports 2,017. Retreat 1,785.

Raw XML Appendix322 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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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3ALUMNI ADVISOR
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IRS990/GrantsToIndividualsInd00
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IRS990/MissionDesc0OUR MISSION IS TO PROMOTE THE HIGHEST STANDARDS OF FRIENDSHIP, SCHOLARSHIP, AND SERVICE FOR THE MEMBERS AND PLEDGES OF SIGMA ALPHA EPSILON ATTENDING OREGON STATE UNIVERSITY.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS INCLUDE THOSE INDIVIDUALS WHO HAVE BEEN ACCEPTED INTO THE MEMBERSHIP OF THE SAE FRATERNITY AND ATTEND OREGON STATE UNIVERSITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS OF THE FRATERNITY ELECT THE MEMBERS OF THE GOVERNING BODY SEMI-ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS APPROVE ADMISSION OR EXPULSION TOFROM MEMBERSHIP IN THE FRATERNITY AND SIGNIFICANT EXPENDITURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ALUMNI ADVISORS TO THE FRATERNITY REVIEW THE FORM 990 PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REPAIRS & MAINTENANCE 13,202. MISCELLANEOUS 10,589. RECRUITMENT 10,554. CHARITY 8,751. LAUNDRY 5,913. INTERFRATERNITY COUNSEL 5,030. SOCIAL EXPENSES 4,949. COPIER RENT 2,772. INTERFRATERNITY SPORTS 2,017. RETREAT 1,785.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 24E
IRS990ScheduleR/AssetExchangeInd00
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IRS990/WebsiteAddressTxt0WWW.SAEOREGONSTATE.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD THOMPSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ALUMNI ADVISOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05412317604
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA ALPHA EPSILON FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OREGON ALPHA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0930280615
ReturnHeader/Filer/PhoneNum05417587351
ReturnHeader/Filer/USAddress/AddressLine1Txt02929 NW HARRISON
ReturnHeader/Filer/USAddress/CityNm0CORVALLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097330
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BB1F3F7CD383309EC08E28608C6F2C8F56E5C20F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BB1F3F7CD383309EC08E28608C6F2C8F56E5C20F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.102.39.100
ReturnHeader/FilingSecurityInformation/IPDt02019-01-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm013:01:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930928924
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PERKINS & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01211 SW FIFTH AVE SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0972043710
ReturnHeader/PreparerPersonGrp/PhoneNum05032210336
ReturnHeader/PreparerPersonGrp/PreparationDt02019-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN THOMPSON
ReturnHeader/ReturnTs02019-01-15T15:12:36-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$6.11$5.70$0.41
2024Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$5.95$5.96$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$6.09$6.17$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$5.69$5.51$0.18
2021Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$3.42$3.59$0.17
2020Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$3.61$4.11$0.50
2019Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$5.20$5.08$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$5.74$5.23$0.51
2017Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$5.64$5.60$0.04
2016Summary only. Only limited summary data is available for this year.$0.04$0.00$0.04$5.17$5.16$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$4.39$4.41$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$3.88$3.81$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.03$0.01$3.82
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.00$0.09$3.85
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$3.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.07$3.68$3.57$0.12