Liabilities / Assets
53rd percentile
Tied with the lowest-debt nonprofits in its peer group.
California Sigma Phi Society Aka Ca Sigma Phi Alumni Association
990EZ • Fiscal year 2019 • EIN 94-2391542
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
53rd percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
95th percentile
Higher net margin than 95% of similar nonprofits.
Top Officer Pay
93rd percentile
Higher top officer pay than 93% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
90th percentile
Faster asset growth than 90% of similar nonprofits.
Revenue Growth
64th percentile
Faster revenue growth than 64% of similar nonprofits.
Balance Sheet
Assets
Up$132,833
Up $38,699 (+41%) from 2018
Net Assets
Up$132,833
Up $38,699 (+41%) from 2018
Liabilities
Flat$0
Flat from 2018
Revenue And Expenses
Revenue
Up$95,600
Up $5,390 (+6.0%) from 2018
Expenses
Down$56,901
Down $2,615 (-4.4%) from 2018
Net Income
Up$38,699
Up $8,005 (+26%) from 2018
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Oct 1, 2018 to Sep 30, 2019
- Signed
- Jan 8, 2020
- Return Version
- 2018v3.1
- Gross Receipts
- $95,600
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
| Description | Grants | Expenses |
|---|---|---|
| RENTS ARE COLLECTED FROM UNDERGRADUATE STUDENTS AT UNIVERSITY OF CALIFORNIA FOR THE USE OF THE FRATERNITY HOUSE. | $0 | $47,465 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JOEL SHUMAKER | President | PT | $0 | - | - |
| DANIEL L MCNEAR | Treasurer | - | $0 | - | - |
| ARTHUR HARTINGER | Secretary | - | $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
- 2020-01-08
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Eckhoff and Company
- Address
- 145 NORTH REDWOOD DRIVE, SAN RAFAEL, CA 94903-1974
- Preparer
- Michele R Hassid CPA
- Phone
- 4154999400
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 14
“Description: depreciation. Amount: 852. Description: other expenses. Amount: 46,613. Total to form 990-ez, line 14: 47,465.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: permits and licenses . Amount: 1,068. Description: miscellaneous . Amount: 50. Description: social events . Amount: 812. Description: conferences & meetings . Amount: 388. Description: telephone . Amount: 4,029. Description: restoration expense . Amount: 1,890. Description: taxes . Amount: 10. Total to form 990-ez, line 16: 8,247.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: spef receivable . Beg. Of year amount: 25,969. End of year amount: 25,969. Description: loan to officer . Beg. Of year amount: 0. End of year amount: 18.”
Raw XML Appendix123 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | DANIEL L MCNEAR |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4154537702 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | RTE1 BOX 264E |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SAN RAFAEL |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 94901 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 52457 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 87778 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 3200 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 38699 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1189 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 94134 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 132833 |
| IRS990EZ/GrossReceiptsAmt | 0 | 95600 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 15708 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 19068 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 94134 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 132833 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 94134 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 132833 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 47465 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JOEL SHUMAKER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | DANIEL L MCNEAR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | ARTHUR HARTINGER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 25969 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 25987 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 8247 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 92400 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | RENTS ARE COLLECTED FROM UNDERGRADUATE STUDENTS AT UNIVERSITY OF CALIFORNIA FOR THE USE OF THE FRATERNITY HOUSE. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 47465 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 56901 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 47465 |
| IRS990EZ/TotalRevenueAmt | 0 | 95600 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: DEPRECIATION. AMOUNT: 852. DESCRIPTION: OTHER EXPENSES. AMOUNT: 46,613. TOTAL TO FORM 990-EZ, LINE 14: 47,465. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: PERMITS AND LICENSES . AMOUNT: 1,068. DESCRIPTION: MISCELLANEOUS . AMOUNT: 50. DESCRIPTION: SOCIAL EVENTS . AMOUNT: 812. DESCRIPTION: CONFERENCES & MEETINGS . AMOUNT: 388. DESCRIPTION: TELEPHONE . AMOUNT: 4,029. DESCRIPTION: RESTORATION EXPENSE . AMOUNT: 1,890. DESCRIPTION: TAXES . AMOUNT: 10. TOTAL TO FORM 990-EZ, LINE 16: 8,247. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: SPEF RECEIVABLE . BEG. OF YEAR AMOUNT: 25,969. END OF YEAR AMOUNT: 25,969. DESCRIPTION: LOAN TO OFFICER . BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 18. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 14 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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/BuildTS | 0 | 2020-09-23 17:36:50Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DANIEL L MCNEAR |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4154537702 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-01-08 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CALIFORNIA SIGMA PHI SOCIETY |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | AKA CA SIGMA PHI ALUMNI ASSOCIATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CALI |
| ReturnHeader/Filer/EIN | 0 | 942391542 |
| ReturnHeader/Filer/PhoneNum | 0 | 4154537702 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | ROUTE 1 BOX 264E |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SAN RAFAEL |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 94901 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | CA2D37FF029A349E521F2D5771055089E2303F91 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 87FB015F4A14C7B981364C597E8F21E98B3AEEC5 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 64.88.174.3 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-01-08 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | PS |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 09:35:18 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 680006364 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ECKHOFF AND COMPANY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 145 NORTH REDWOOD DRIVE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SAN RAFAEL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 949031974 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4154999400 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2020-01-08 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MICHELE R HASSID CPA |
| ReturnHeader/ReturnTs | 0 | 2020-01-15T13:38:20-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-10-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-09-30 |
| ReturnHeader/TaxYr | 0 | 2018 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $132,833
- Liabilities
- $0
- Net assets
- $132,833
- Revenue
- $95,600
- Expenses
- $56,901
- Net income
- $38,699