Civic Intelligence

Sigma Pi Iota Chapter

990EZ • Fiscal year 2021 • EIN 94-1166470

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

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

95th percentile

0.83x

Higher debt load relative to assets than 95% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

72nd percentile

0.08x

Higher debt load relative to revenue than 72% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Net Margin

31st percentile

-3.4%

Higher net margin than 31% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

5th percentile

-51%

Faster asset growth than 5% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

54th percentile

9.9%

Faster revenue growth than 54% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$15,889

Down $16,291 (-51%) from 2020

Net Assets

Down

$2,674

Down $5,649 (-68%) from 2020

Liabilities

Down

$13,215

Down $10,642 (-45%) from 2020

Revenue

Up

$163,803

Up $14,758 (+9.9%) from 2020

Expenses

Up

$169,452

Up $23,070 (+16%) from 2020

Net Income

Down

-$5,649

Down $8,312 (-312%) from 2020

Historical Trend

Balance Sheet Trend

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

$40K$20K$0-$20KAssets 2011: $12,886Liabilities 2011: $02011Assets 2012: $13,827Liabilities 2012: $02012Assets 2013: $11,178Net Assets 2013: $11,1782013Assets 2014: $586Net Assets 2014: $5862014Assets 2015: $2,712Liabilities 2015: $0Net Assets 2015: $2,7122015Assets 2016: $3,352Net Assets 2016: $3,3522016Assets 2017: $6,790Net Assets 2017: $6,7902017Assets 2018: $3,589Net Assets 2018: $3,5892018Assets 2019: $25,405Liabilities 2019: $19,745Net Assets 2019: $5,6602019Assets 2020: $32,180Liabilities 2020: $23,857Net Assets 2020: $8,3232020Assets 2021: $15,889Liabilities 2021: $13,215Net Assets 2021: $2,6742021Assets 2022: $29,683Liabilities 2022: $18,102Net Assets 2022: $11,5812022Assets 2023: $25,434Liabilities 2023: $17,276Net Assets 2023: $8,1582023Assets 2024: $4,110Liabilities 2024: $18,969Net Assets 2024: -$14,8592024

Highlighted filing

2021

Assets$15,889
Liabilities$13,215
Net Assets$2,674

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $151,096Expenses 2011: $139,460Net Income 2011: $11,6362011Revenue 2012: $174,803Expenses 2012: $127,497Net Income 2012: $47,3062012Revenue 2013: $192,055Expenses 2013: $194,704Net Income 2013: -$2,6492013Revenue 2014: $198,099Expenses 2014: $208,691Net Income 2014: -$10,5922014Revenue 2015: $218,749Expenses 2015: $216,623Net Income 2015: $2,1262015Revenue 2016: $193,897Expenses 2016: $193,257Net Income 2016: $6402016Revenue 2017: $190,548Expenses 2017: $187,110Net Income 2017: $3,4382017Revenue 2018: $143,793Expenses 2018: $146,994Net Income 2018: -$3,2012018Revenue 2019: $193,441Expenses 2019: $191,370Net Income 2019: $2,0712019Revenue 2020: $149,045Expenses 2020: $146,382Net Income 2020: $2,6632020Revenue 2021: $163,803Expenses 2021: $169,452Net Income 2021: -$5,6492021Revenue 2022: $210,246Expenses 2022: $201,339Net Income 2022: $8,9072022Revenue 2023: $176,207Expenses 2023: $179,630Net Income 2023: -$3,4232023Revenue 2024: $155,106Expenses 2024: $178,123Net Income 2024: -$23,0172024

Highlighted filing

2021

Revenue$163,803
Expenses$169,452
Net Income-$5,649
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.1
Gross Receipts
$163,803
Mission and Program Overview

Mission

To provide housing and social activities for its fraternity members

Program Services

DescriptionGrantsExpenses
TO PROVIDE HOUSING AND BOARD TO UNIVERSITY STUDENTS WHO WISH TO TAKE PART IN GREEK LIFE.-$168,702
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID KIMTreasurer-$0--
DYLAN McCONNVice President-$0--
ALEX BAPTISTEPresident-$0--
PAINGPHONE THITVice President-$0--
SWAYAM PATELSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Sigma Pi Iota Chapter
EIN
94-1166470
Phone
9252177772
Address
PO Box 6688, MORAGA, CA 94570

Signing Officer

Name
David Kim
Title
Treasurer
Signed
2022-11-10
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

FOOD SERVICE $10811

Other Expenses.2

SOCIAL EXPENSES $10046

Other Expenses.3

VENMO EXPENSES $5972

Other Expenses.4

NATIONAL DUES $4004

Other Expenses.5

UTILITIES $2113

Other Expenses.6

IFC DUES $1400

Other Expenses.7

SUPPLIES $893

Other Expenses.8

CLEANING SERVICE $738

Other Expenses.9

STATE TAXES $20

Other Expenses.10

BANK CHARGE $18

Total Liabilities.1

SECURITY DEPOSITS - Beginning $23857 SECURITY DEPOSITS - Ending $13215

Raw XML Appendix140 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/PersonNm0ST FRATERNITY MANAGEMENT
IRS990EZ/BooksInCareOfDetail/PhoneNum09252177772
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 6688
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MORAGA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0945706688
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032180
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015889
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5649
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0937
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt015889
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0163803
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08323
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02674
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08323
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02674
IRS990EZ/OccupancyRentUtltsAndMaintAmt0132500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID KIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DYLAN McCONN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALEX BAPTISTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAINGPHONE THIT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SWAYAM PATEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt036015
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE HOUSING AND SOCIAL ACTIVITIES FOR ITS FRATERNITY MEMBERS
IRS990EZ/ProgramServiceRevenueAmt0163801
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE HOUSING AND BOARD TO UNIVERSITY STUDENTS WHO WISH TO TAKE PART IN GREEK LIFE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0168702
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt023857
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt013215
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0169452
IRS990EZ/TotalProgramServiceExpensesAmt0168702
IRS990EZ/TotalRevenueAmt0163803
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FOOD SERVICE $10811
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SOCIAL EXPENSES $10046
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2VENMO EXPENSES $5972
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NATIONAL DUES $4004
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UTILITIES $2113
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5IFC DUES $1400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SUPPLIES $893
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CLEANING SERVICE $738
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8STATE TAXES $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK CHARGE $18
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SECURITY DEPOSITS - Beginning $23857 SECURITY DEPOSITS - Ending $13215
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/FormAndLineReferenceDesc10Total Liabilities.1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID KIM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA PI IOTA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0941166470
ReturnHeader/Filer/PhoneNum09252177772
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 6688
ReturnHeader/Filer/USAddress/CityNm0MORAGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094570
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461656215
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOLDBERG GLUCK & BRUSILOVSKY LLP
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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/ReturnTs02022-11-10T09:27:16-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KIM
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.04$0.19$0.15$1.55$1.78$0.23
2023Detailed filing. Detailed filing data is available for this year.$0.25$0.17$0.08$1.76$1.80$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.30$0.18$0.12$2.10$2.01$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.16$0.13$0.03$1.64$1.69$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.32$0.24$0.08$1.49$1.46$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.25$0.20$0.06$1.93$1.91$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.04$0.04$1.44$1.47$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.07$0.07$1.91$1.87$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.03$0.03$1.94$1.93$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$2.19$2.17$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.01$0.01$1.98$2.09$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.11$0.11$1.92$1.95$0.03
2012Summary only. Only limited summary data is available for this year.$0.14$0.00$1.75$1.27$0.47
2011Summary only. Only limited summary data is available for this year.$0.13$0.00$1.51$1.39$0.12