Civic Intelligence

California Sigma Phi Society

EIN 94-2391542 • 501(c)7 • San Rafael, CA

Profile

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.

Route 1 Box 264ESan Rafael, CA 94901

n/A

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

59th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2025

Net Margin

19th percentile

-14%

Higher net margin than 19% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2025

Asset Growth

20th percentile

-21%

Faster asset growth than 20% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

77th percentile

20%

Faster revenue growth than 77% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$68,880

Down $18,559 (-21%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$68,880

Down $18,559 (-21%) from 2024

Revenue

Up

$133,389

Up $21,881 (+20%) from 2024

Expenses

Up

$151,948

Up $37,226 (+32%) from 2024

Net Income

Down

-$18,559

Down $15,345 (-477%) from 2024

Trend Graphs

Balance Sheet Trend

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

$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

2025

Assets$68,880
Liabilities$0
Net Assets$68,880

Operations Trend

Revenue, expenses, and net income by year, with the latest 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

2025

Revenue$133,389
Expenses$151,948
Net Income-$18,559

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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Feb 4, 2026
Return Version
2024v5.5
Gross Receipts
$133,389
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$101,718
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN VOLLMARPresidentPT$0--
DANIEL L MCNEARTreasurer-$0--
LEOR BASESSecretary-$0--
Filing and Contact Details

Filer

Filer Name
California Sigma Phi Society
EIN
94-2391542
Phone
4154537702
Address
ROUTE 1 BOX 264E, SAN RAFAEL, CA 94901

Signing Officer

Name
Daniel L Mcnear
Title
Treasurer
Phone
4154537702
Signed
2026-02-04
Discuss with paid preparer
Yes

Preparer

Firm
MACIAS GINI & O'CONNELL LLP
Address
145 NORTH REDWOOD DRIVE SUITE C, SAN RAFAEL, CA 94903
Preparer
Michele R Hassid CPA
Phone
4154999400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 9,862. Description: other expenses. Amount: 91,856. Total to form 990-ez, line 14: 101,718.

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

Description: permits and licenses. Amount: 1,062. Description: bank charges. Amount: 3,644. Description: service. Amount: 1,704. Description: office expense. Amount: 40. Description: convention expense. Amount: 1,799. Description: dues. Amount: 2,550. Description: game day. Amount: 185. Description: meeting expense. Amount: 260. Description: restoration expense. Amount: 28,999. Description: miscellaneous. Amount: 392. Description: badges and rings. Amount: 7,595. Total to form 990-ez, line 16: 48,230.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 2,395. End of year amount: 2,395.

Raw XML Appendix118 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/BusinessNameLine1Txt0DANIEL L MCNEAR
IRS990EZ/BooksInCareOfDetail/PhoneNum04154537702
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0RTE1 BOX 264E
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN RAFAEL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt058848
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt050151
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IRS990EZ/ContributionsGiftsGrantsEtcAmt012316
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-18559
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02000
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt087439
IRS990EZ/Form990TotalAssetsGrp/EOYAmt068880
IRS990EZ/GrossReceiptsAmt0133389
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
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IRS990EZ/LandAndBuildingsGrp/EOYAmt016334
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt01773
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt068880
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt087439
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt068880
IRS990EZ/OccupancyRentUtltsAndMaintAmt0101718
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN VOLLMAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANIEL L MCNEAR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02395
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02395
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt048230
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/ProgramServiceRevenueAmt0119300
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RENTS ARE COLLECTED FROM UNDERGRADUATE STUDENTS AT UNIVERSITY OF CALIFORNIA FOR THE USE OF THE FRATERNITY HOUSE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0101718
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TotalProgramServiceExpensesAmt0101718
IRS990EZ/TotalRevenueAmt0133389
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DEPRECIATION. AMOUNT: 9,862. DESCRIPTION: OTHER EXPENSES. AMOUNT: 91,856. TOTAL TO FORM 990-EZ, LINE 14: 101,718.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PERMITS AND LICENSES. AMOUNT: 1,062. DESCRIPTION: BANK CHARGES. AMOUNT: 3,644. DESCRIPTION: SERVICE. AMOUNT: 1,704. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 40. DESCRIPTION: CONVENTION EXPENSE. AMOUNT: 1,799. DESCRIPTION: DUES. AMOUNT: 2,550. DESCRIPTION: GAME DAY. AMOUNT: 185. DESCRIPTION: MEETING EXPENSE. AMOUNT: 260. DESCRIPTION: RESTORATION EXPENSE. AMOUNT: 28,999. DESCRIPTION: MISCELLANEOUS. AMOUNT: 392. DESCRIPTION: BADGES AND RINGS. AMOUNT: 7,595. TOTAL TO FORM 990-EZ, LINE 16: 48,230.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 2,395. END OF YEAR AMOUNT: 2,395.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
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/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL L MCNEAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04154537702
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFORNIA SIGMA PHI SOCIETY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AKA CA SIGMA PHI ALUMNI ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0942391542
ReturnHeader/Filer/PhoneNum04154537702
ReturnHeader/Filer/USAddress/AddressLine1Txt0ROUTE 1 BOX 264E
ReturnHeader/Filer/USAddress/CityNm0SAN RAFAEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0145 NORTH REDWOOD DRIVE SUITE C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAFAEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094903
ReturnHeader/PreparerPersonGrp/PhoneNum04154999400
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELE R HASSID CPA
ReturnHeader/ReturnTs02026-02-05T12:25:57-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)7 • <$500k nonprofits