Civic Intelligence

Sigma Chi Fraternity Beta Pi Chapter

990EZ • Fiscal year 2017 • EIN 93-0280630

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 21, 2019

S T Frat Man PO Box 6688Moraga, CA 94570

(925) 217-7772

Siviq Scores

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

Liabilities / Assets

65th percentile

0.02x

Higher debt load relative to assets than 65% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Net Margin

7th percentile

-29%

Higher net margin than 7% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Asset Growth

4th percentile

-55%

Faster asset growth than 4% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

5th percentile

-44%

Faster revenue growth than 5% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$8,553

Down $10,609 (-55%) from 2016

Net Assets

Down

$8,403

Down $10,759 (-56%) from 2016

Liabilities

Up

$150

Up $150 from 2016

Revenue

Down

$37,339

Down $29,918 (-44%) from 2016

Expenses

Up

$48,098

Up $6,854 (+17%) from 2016

Net Income

Down

-$10,759

Down $36,772 (-141%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0-$50KAssets 2010: $43,801Liabilities 2010: $20,121Net Assets 2010: $23,6802010Assets 2011: $45,815Liabilities 2011: $15,184Net Assets 2011: $30,6312011Assets 2012: $83,065Liabilities 2012: $16,591Net Assets 2012: $66,4742012Assets 2013: $113,548Liabilities 2013: $30,783Net Assets 2013: $82,7652013Assets 2014: $90,615Liabilities 2014: $45,620Net Assets 2014: $44,9952014Assets 2015: $87,248Liabilities 2015: $94,100Net Assets 2015: -$6,8522015Assets 2016: $19,162Liabilities 2016: $0Net Assets 2016: $19,1622016Assets 2017: $8,553Liabilities 2017: $150Net Assets 2017: $8,4032017

Highlighted filing

2017

Assets$8,553
Liabilities$150
Net Assets$8,403

Operations Trend

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

$400K$200K$0-$200KRevenue 2010: $251,434Expenses 2010: $259,432Net Income 2010: -$7,9982010Expenses 2011: $313,8152011Expenses 2012: $311,1982012Expenses 2013: $323,3902013Revenue 2014: $321,129Expenses 2014: $358,899Net Income 2014: -$37,7702014Revenue 2015: $302,190Expenses 2015: $354,037Net Income 2015: -$51,8472015Revenue 2016: $67,257Expenses 2016: $41,244Net Income 2016: $26,0132016Revenue 2017: $37,339Expenses 2017: $48,098Net Income 2017: -$10,7592017

Highlighted filing

2017

Revenue$37,339
Expenses$48,098
Net Income-$10,759
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 21, 2019
Return Version
2016v3.0
Gross Receipts
$37,339
Mission and Program Overview

Mission

Housing for student members

To provide affordable housing and board for members of the fraternity wishing to take part in Greek life and to foster relationships between alumni and students.

Program Services

DescriptionGrantsExpenses
To provide successful, affordable housing and board for students wishing to take part in Greek Life on campus and to provide institutional programing for students and alumni.$60,364-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDDIE LA BERGEPresident-$0--
BRET HEDBERGTreasurer/VP-$0--
PETER POTWINPast President-$0--
BRENDAN PRICEChapter Advisor-$0--
Filing and Contact Details

Filer

Filer Name
Sigma Chi Fraternity Beta Pi Chapter
EIN
93-0280630
Phone
9252177772
Address
S T FRAT MAN PO BOX 6688, MORAGA, CA 94570

Signing Officer

Name
Bret Hedberg
Title
Treasurer/VP
Signed
2019-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Goldberg Gluck & Brusilovsky Llp
Address
950 TOWER LN STE 110, FOSTER CITY, CA 94404
Preparer
Samuel H Gluck CPA
Phone
6508379800
Supplemental Narrative

Additional Explanations

Other Expenses.1

SOCIAL EVENTS $11171

Other Expenses.2

PHILANTHROPY $10766

Other Expenses.3

RECRUITMENT $4626

Other Expenses.4

DUES $4161

Other Expenses.5

TRAVEL $3960

Other Expenses.6

SUPPLIES $3234

Other Expenses.7

COMPOSITE $3174

Other Expenses.8

MEMBER BENEFITS $1843

Other Expenses.9

Repairs & maintenance $1790

Other Expenses.10

UTILITIES $1360

Other Expenses.11

BANK CHARGE $169

Other Assets.1

COOPERATIVE CAPITAL FUND - Beginning $8553 COOPERATIVE CAPITAL FUND - Ending $8553

Total Liabilities.1

CASH OVERDRAFT - Beginning $0 CASH OVERDRAFT - Ending $150

Raw XML Appendix128 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/PersonNm0BRENT HEDBERG
IRS990EZ/BooksInCareOfDetail/PhoneNum05035155408
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 6688
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MORAGA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094570
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010609
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10759
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01844
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019162
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08553
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt037339
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019162
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08403
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019162
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08403
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.38
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.38
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.38
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.38
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRET HEDBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PETER POTWIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRENDAN PRICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer/VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Chapter Advisor
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt08553
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08553
IRS990EZ/OtherExpensesTotalAmt046254
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide affordable housing and board for members of the fraternity wishing to take part in Greek life and to foster relationships between alumni and students.
IRS990EZ/ProgramServiceRevenueAmt037339
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To provide successful, affordable housing and board for students wishing to take part in Greek Life on campus and to provide institutional programing for students and alumni.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt060364
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0150
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048098
IRS990EZ/TotalProgramServiceExpensesAmt060364
IRS990EZ/TotalRevenueAmt037339
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SOCIAL EVENTS $11171
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PHILANTHROPY $10766
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RECRUITMENT $4626
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES $4161
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRAVEL $3960
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUPPLIES $3234
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMPOSITE $3174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEMBER BENEFITS $1843
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8REPAIRS & MAINTENANCE $1790
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9UTILITIES $1360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BANK CHARGE $169
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11COOPERATIVE CAPITAL FUND - Beginning $8553 COOPERATIVE CAPITAL FUND - Ending $8553
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12CASH OVERDRAFT - Beginning $0 CASH OVERDRAFT - Ending $150
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRET HEDBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer/VP
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA CHI FRATERNITY BETA PI CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0930280630
ReturnHeader/Filer/PhoneNum09252177772
ReturnHeader/Filer/USAddress/AddressLine1Txt0S T FRAT MAN PO BOX 6688
ReturnHeader/Filer/USAddress/CityNm0MORAGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094570
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOLDBERG GLUCK & BRUSILOVSKY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0950 TOWER LN STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FOSTER CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094404
ReturnHeader/PreparerPersonGrp/PhoneNum06508379800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMUEL H GLUCK CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-10-21T13:14:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings