Civic Intelligence

California Sigma Phi Society Aka Ca Sigma Phi Alumni Association

990EZ • Fiscal year 2014 • EIN 94-2391542

Oct 01, 2013 to Sep 30, 2014 • Filed on Feb 26, 2015

Route 1 Box 264E94901

(415) 453-7702

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

52nd percentile

0.00x

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

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Net Margin

62nd percentile

7.0%

Higher net margin than 62% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Asset Growth

66th percentile

7.9%

Faster asset growth than 66% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

68th percentile

10%

Faster revenue growth than 68% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$59,549

Up $4,376 (+7.9%) from 2013

Net Assets

Up

$59,549

Up $4,376 (+7.9%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$62,470

Up $5,776 (+10%) from 2013

Expenses

Up

$58,094

Up $13,513 (+30%) from 2013

Net Income

Down

$4,376

Down $7,737 (-64%) from 2013

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $37,084Liabilities 2011: $02011Assets 2012: $43,060Liabilities 2012: $02012Assets 2013: $55,173Liabilities 2013: $0Net Assets 2013: $55,1732013Assets 2014: $59,549Liabilities 2014: $0Net Assets 2014: $59,5492014Assets 2015: $22,975Liabilities 2015: $0Net Assets 2015: $22,9752015Assets 2016: $45,916Liabilities 2016: $0Net Assets 2016: $45,9162016Assets 2017: $63,440Liabilities 2017: $0Net Assets 2017: $63,4402017Assets 2018: $94,134Liabilities 2018: $0Net Assets 2018: $94,1342018Assets 2019: $132,833Liabilities 2019: $0Net Assets 2019: $132,8332019Assets 2020: $113,121Liabilities 2020: $0Net Assets 2020: $113,1212020Assets 2021: $109,594Liabilities 2021: $0Net Assets 2021: $109,5942021Assets 2022: $124,209Liabilities 2022: $0Net Assets 2022: $124,2092022Assets 2023: $90,653Liabilities 2023: $0Net Assets 2023: $90,6532023Assets 2024: $87,439Liabilities 2024: $0Net Assets 2024: $87,4392024Assets 2025: $68,880Liabilities 2025: $0Net Assets 2025: $68,8802025

Highlighted filing

2014

Assets$59,549
Liabilities$0
Net Assets$59,549

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $133,980Expenses 2011: $59,595Net Income 2011: $74,3852011Revenue 2012: $56,258Expenses 2012: $50,282Net Income 2012: $5,9762012Revenue 2013: $56,694Expenses 2013: $44,581Net Income 2013: $12,1132013Revenue 2014: $62,470Expenses 2014: $58,094Net Income 2014: $4,3762014Revenue 2015: $58,910Expenses 2015: $95,484Net Income 2015: -$36,5742015Revenue 2016: $78,550Expenses 2016: $55,609Net Income 2016: $22,9412016Revenue 2017: $71,400Expenses 2017: $53,876Net Income 2017: $17,5242017Revenue 2018: $90,210Expenses 2018: $59,516Net Income 2018: $30,6942018Revenue 2019: $95,600Expenses 2019: $56,901Net Income 2019: $38,6992019Revenue 2020: $58,944Expenses 2020: $78,656Net Income 2020: -$19,7122020Revenue 2021: $74,433Expenses 2021: $77,960Net Income 2021: -$3,5272021Revenue 2022: $106,686Expenses 2022: $92,071Net Income 2022: $14,6152022Revenue 2023: $102,339Expenses 2023: $135,895Net Income 2023: -$33,5562023Revenue 2024: $111,508Expenses 2024: $114,722Net Income 2024: -$3,2142024Revenue 2025: $133,389Expenses 2025: $151,948Net Income 2025: -$18,5592025

Highlighted filing

2014

Revenue$62,470
Expenses$58,094
Net Income$4,376
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Feb 26, 2015
Return Version
2013v4.0
Gross Receipts
$62,470
Mission and Program Overview

Mission

To provide housing for undergraduate students at university of california and preserve and maintain the house which is known as the last of the four "ultimate bungalows" designed by the greene brothers.

Program Services

DescriptionGrantsExpenses
RENTS ARE COLLECTED FROM UNDERGRADUATE STUDENTS AT UNIVERSITY OF CALIFORNIA FOR THE USE OF THE FRATERNITY HOUSE.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN WALRAVENPresidentPT$0--
MATT BIERMANVice President-$0--
DAN MCNEARTreasurer-$0--
ARTHUR HARTINGERSecretary-$0--
Filing and Contact Details

Filer

EIN
94-2391542
Phone
4154537702

Signing Officer

Name
Daniel L Mcnear
Title
Treasurer
Phone
4154537702
Signed
2015-02-26
Discuss with paid preparer
Yes

Preparer

Preparer
Lawrence W Cunha CPA
Phone
4154999400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: permits and licenses . Amount: 596. Description: bank charges . Amount: 1. Description: social events . Amount: 393. Description: conferences & meetings . Amount: 1,460. Description: office expense . Amount: 182. Description: telephone . Amount: 1,879. Description: restoration expense . Amount: 2,564. Description: taxes . Amount: 10. Total to form 990-ez, line 16: 7,085.

Raw XML Appendix121 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10DAN MCNEAR
IRS990EZ/BooksInCareOfDetail/PhoneNum04154537702
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10RTE1 BOX 264E
IRS990EZ/BooksInCareOfDetail/USAddress/City0SAN RAFAEL
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode094901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042673
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt047049
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt05070
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt04376
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03000
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt055173
IRS990EZ/Form990TotalAssetsGrp/EOYAmt059549
IRS990EZ/GrossReceiptsAmt062470
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt012500
IRS990EZ/LandAndBuildingsGrp/EOYAmt012500
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt055173
IRS990EZ/NetAssetsOrFundBalancesEOYAmt059549
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt055173
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt059549
IRS990EZ/OccupancyRentUtltsAndMaintAmt048009
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVEN WALRAVEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MATT BIERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAN MCNEAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ARTHUR HARTINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt07085
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE HOUSING FOR UNDERGRADUATE STUDENTS AT UNIVERSITY OF CALIFORNIA AND PRESERVE AND MAINTAIN THE HOUSE WHICH IS KNOWN AS THE LAST OF THE FOUR "ULTIMATE BUNGALOWS" DESIGNED BY THE GREENE BROTHERS.
IRS990EZ/ProgramServiceRevenueAmt057400
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RENTS ARE COLLECTED FROM UNDERGRADUATE STUDENTS AT UNIVERSITY OF CALIFORNIA FOR THE USE OF THE FRATERNITY HOUSE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt058094
IRS990EZ/TotalRevenueAmt062470
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: PERMITS AND LICENSES . AMOUNT: 596. DESCRIPTION: BANK CHARGES . AMOUNT: 1. DESCRIPTION: SOCIAL EVENTS . AMOUNT: 393. DESCRIPTION: CONFERENCES & MEETINGS . AMOUNT: 1,460. DESCRIPTION: OFFICE EXPENSE . AMOUNT: 182. DESCRIPTION: TELEPHONE . AMOUNT: 1,879. DESCRIPTION: RESTORATION EXPENSE . AMOUNT: 2,564. DESCRIPTION: TAXES . AMOUNT: 10. TOTAL TO FORM 990-EZ, LINE 16: 7,085.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL L MCNEAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04154537702
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-26
ReturnHeader/Filer/BusinessName/BusinessNameLine10CALIFORNIA SIGMA PHI SOCIETY
ReturnHeader/Filer/BusinessName/BusinessNameLine20AKA CA SIGMA PHI ALUMNI ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0942391542
ReturnHeader/Filer/PhoneNum04154537702
ReturnHeader/Filer/USAddress/AddressLine10ROUTE 1 BOX 264E
ReturnHeader/Filer/USAddress/City0SAN RAFAEL
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094901
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680006364
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ECKHOFF AND COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10145 NORTH REDWOOD DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SAN RAFAEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0949031974
ReturnHeader/PreparerPersonGrp/PhoneNum04154999400
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE W CUNHA CPA
ReturnHeader/ReturnTs02015-03-03T09:32:21-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

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.$0.69$0.00$0.69$1.33$1.52$0.19
2024Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$1.12$1.15$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$1.02$1.36$0.34
2022Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$1.07$0.92$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.74$0.78$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.59$0.79$0.20
2019Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.96$0.57$0.39
2018Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.90$0.60$0.31
2017Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.71$0.54$0.18
2016Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.79$0.56$0.23
2015Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.59$0.95$0.37
2014Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.62$0.58$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.00$0.55$0.57$0.45$0.12
2012Summary only. Only limited summary data is available for this year.$0.43$0.00$0.56$0.50$0.06
2011Summary only. Only limited summary data is available for this year.$0.37$0.00$1.34$0.60$0.74