Civic Intelligence

Alumni of Beta Pi Chapter of Sigma Chi

EIN 93-6023157 • 501(c)7 • Lake Oswego, OR

Profile

To provide, maintain and operate a building to be used for fraternal purposes by the beta pi chapter of sigma chi ("the organization"); to associate all of the alumni of the organization for their mutual benefit; to supervise and assist by counsel and advice the actions of the organization; to give financial assistance to and promote the financial welfare of the organization.

5320 Southwood DrLake Oswego, OR 97035

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

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

501(c)7 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

34th percentile

0.00x

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

501(c)7 • $500k-$1M nonprofits • Source year 2025

Net Margin

74th percentile

17%

Higher net margin than 74% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)7 • $500k-$1M nonprofits • Source year 2025

Asset Growth

40th percentile

0.3%

Faster asset growth than 40% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2024 to 2025

Assets

Up

$627,441

Up $1,977 (+0.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$627,441

Up $1,977 (+0.3%) from 2024

Revenue

Up

$2,678

Up $113,776 (+102%) from 2024

Expenses

Down

$2,225

Down $5,661 (-72%) from 2024

Net Income

Up

$453

Up $119,437 (+100%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2021: $613,180Liabilities 2021: $0Net Assets 2021: $613,1802021Assets 2022: $789,629Liabilities 2022: $0Net Assets 2022: $789,6292022Assets 2023: $740,880Liabilities 2023: $0Net Assets 2023: $740,8802023Assets 2024: $625,464Liabilities 2024: $0Net Assets 2024: $625,4642024Assets 2025: $627,441Liabilities 2025: $0Net Assets 2025: $627,4412025

Highlighted filing

2025

Assets$627,441
Liabilities$0
Net Assets$627,441

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2021: -$31,039Expenses 2021: $807Net Income 2021: -$31,8462021Revenue 2022: $178,775Expenses 2022: $5,700Net Income 2022: $173,0752022Revenue 2023: -$40,420Expenses 2023: $7,200Net Income 2023: -$47,6202023Revenue 2024: -$111,098Expenses 2024: $7,886Net Income 2024: -$118,9842024Revenue 2025: $2,678Expenses 2025: $2,225Net Income 2025: $4532025

Highlighted filing

2025

Revenue$2,678
Expenses$2,225
Net Income$453

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 13, 2026
Return Version
2024v5.5
Gross Receipts
$610,485
Mission and Program Overview

Mission

To provide, maintain and operate a building to be used for fraternal purposes by the beta pi chapter of sigma chi ("the organization"); to associate all of the alumni of the organization for their mutual benefit; to supervise and assist by counsel and advice the actions of the organization; to give financial assistance to and promote the financial welfare of the organization.

Support members of the beta pi chapter of sigma chi and provide a fraternal association for alumni.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$625,464$627,441▲ $1,977
Land, Buildings, and Equipment, Net$313,680$243,564▼ $70,116
Cash and Non-Interest-Bearing Accounts$268,685$235,805▼ $32,880
Savings and Temporary Cash Investments$0$103,449▲ $103,449
Investments in Publicly Traded Securities$43,099$44,623▲ $1,524
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$625,464$627,441▲ $1,977
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$625,464$627,441▲ $1,977
Total Liabilities and Net Assets / Fund Balance$625,464$627,441▲ $1,977

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$238,564$451,311$689,875
Buildings$0$273,600$273,600
Equipment$0$11,288$11,288
Land$5,000-$5,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ty OliverPresident and Director
Kevin MeierCo-vice President and Director
Mark StanfordCo-vice President and Director
Dylan Whitelock-wolffDirector
Larry HarounDirector
Peter PotwinDirector
Mark ConanSecretary, Treasurer, and Director
Revenue and Support

Revenue Composition

Contributions and Grants
$22,343
Program Service Revenue
$0
Investment Income
$4,231
Other Revenue
$-23,896
All Other Contributions
$22,343
Change in Net Assets
$453
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,225
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses-$1,300-$1,300
Fees for Services Accounting-$925-$925
Total Functional Expenses$0$2,225$0$2,225
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 35% controlled entity
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
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The organization uses s & t fraternity management on a contract basis to perform the majority of all activities including collecting rent, paying expenses and organizing repairs and renovations.

Form 990, Part VI, Section A, Line 6

The organization's members all have the same rights. Members elect the governing body. They do not approve significant decisions of the governing body. The organization does not charge membership dues, thus the members do not have rights to receive a share of excess dues, nor will they receive a share of net assets upon the organization's dissolution.

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

Directors and officers are appointed by the members.

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

The president will review the form 990 before filing.

Form 990, Part VI, Section B, Line 15

No officers or directors are compensated by the organization.

Form 990, Part VI, Section C, Line 19

The organization does not make its governing documents or financial statements available to the public. The organization does not have a written conflict of interest policy.

Filing and Contact Details

Filer

Filer Name
Alumni of Beta Pi Chapter of Sigma Chi
EIN
93-6023157
Phone
5034229632
Address
5320 SOUTHWOOD DR, LAKE OSWEGO, OR 97035

Signing Officer

Name
Mark Conan
Title
Treasurer
Phone
5034229632
Signed
2026-01-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Conan
Formed
1925
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Perkins & Company Pc
Address
1211 SW FIFTH AVE SUITE 1000, PORTLAND, OR 97204
Preparer
Ross Lockwood
Phone
5032210336
Raw XML Appendix312 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/ActivityOrMissionDesc0SUPPORT MEMBERS OF THE BETA PI CHAPTER OF SIGMA CHI AND PROVIDE A FRATERNAL ASSOCIATION FOR ALUMNI.
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARK CONAN
IRS990/BooksInCareOfDetail/PhoneNum05034229632
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05320 SOUTHWOOD DR
IRS990/BooksInCareOfDetail/USAddress/CityNm0LAKE OSWEGO
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IRS990/Desc0DURING THE YEAR ENDED JUNE 30, 2025, ALUMNI OF BETA PI CHAPTER OF SIGMA CHI FRATERNITY ("THE ORGANIZATION") CONTINUED TO SUPPORT THE SIGMA CHI FRATERNITY, INCLUDING MANAGEMENT OF THE UNDERGRADUATE CHAPTER HOUSE AT OREGON STATE UNIVERSITY IN CORVALLIS, OREGON, AND TO PROVIDE AN ASSOCIATION FOR CHAPTER ALUMNI.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
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IRS990/Form990PartVIISectionAGrp/PersonNm2MARK STANFORD
IRS990/Form990PartVIISectionAGrp/PersonNm3MARK CONAN
IRS990/Form990PartVIISectionAGrp/PersonNm4DYLAN WHITELOCK-WOLFF
IRS990/Form990PartVIISectionAGrp/PersonNm5LARRY HAROUN
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT AND DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-VICE PRESIDENT AND DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CO-VICE PRESIDENT AND DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY, TREASURER, AND DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990/MissionDesc0TO PROVIDE, MAINTAIN AND OPERATE A BUILDING TO BE USED FOR FRATERNAL PURPOSES BY THE BETA PI CHAPTER OF SIGMA CHI ("THE ORGANIZATION"); TO ASSOCIATE ALL OF THE ALUMNI OF THE ORGANIZATION FOR THEIR MUTUAL BENEFIT; TO SUPERVISE AND ASSIST BY COUNSEL AND ADVICE THE ACTIONS OF THE ORGANIZATION; TO GIVE FINANCIAL ASSISTANCE TO AND PROMOTE THE FINANCIAL WELFARE OF THE ORGANIZATION.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION USES S & T FRATERNITY MANAGEMENT ON A CONTRACT BASIS TO PERFORM THE MAJORITY OF ALL ACTIVITIES INCLUDING COLLECTING RENT, PAYING EXPENSES AND ORGANIZING REPAIRS AND RENOVATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S MEMBERS ALL HAVE THE SAME RIGHTS. MEMBERS ELECT THE GOVERNING BODY. THEY DO NOT APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY. THE ORGANIZATION DOES NOT CHARGE MEMBERSHIP DUES, THUS THE MEMBERS DO NOT HAVE RIGHTS TO RECEIVE A SHARE OF EXCESS DUES, NOR WILL THEY RECEIVE A SHARE OF NET ASSETS UPON THE ORGANIZATION'S DISSOLUTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DIRECTORS AND OFFICERS ARE APPOINTED BY THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PRESIDENT WILL REVIEW THE FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO OFFICERS OR DIRECTORS ARE COMPENSATED BY THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THE ORGANIZATION DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MARK CONAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05034229632
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALUMNI OF BETA PI CHAPTER OF SIGMA CHI
ReturnHeader/Filer/BusinessNameControlTxt0ALUM
ReturnHeader/Filer/EIN0936023157
ReturnHeader/Filer/PhoneNum05034229632
ReturnHeader/Filer/USAddress/AddressLine1Txt05320 SOUTHWOOD DR
ReturnHeader/Filer/USAddress/CityNm0LAKE OSWEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097035
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
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/ZIPCd097204
ReturnHeader/PreparerPersonGrp/PhoneNum05032210336
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROSS LOCKWOOD
ReturnHeader/ReturnTs02026-01-14T09:55:02-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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