Civic Intelligence

Sigma Phi Epsilon Fraternity Inc

EIN 94-2965674 • 501(c)7 • Berkeley, CA

Profile

Building balanced leaders for the world's communities.

PO Box 40044Berkeley, CA 94704

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2020

Net Margin

1st percentile

-5638%

Higher net margin than 1% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

4th percentile

-100%

Faster asset growth than 4% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $65,215 (-100%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $65,215 (-100%) from 2019

Operations
Liabilities / RevenueScore unavailableNet Margin1st percentile

Revenue

Down

$1,169

Down $381,152 (-100%) from 2019

Expenses

Down

$67,079

Down $299,919 (-82%) from 2019

Net Income

Down

-$65,910

Down $81,233 (-530%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth4th percentile

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

$80K$60K$40K$20K$0Assets 2011: $37,042Liabilities 2011: $0Net Assets 2011: $37,0422011Assets 2012: $49,664Liabilities 2012: $37,601Net Assets 2012: $12,0632012Assets 2013: $50,335Liabilities 2013: $0Net Assets 2013: $50,3352013Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $1Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $1Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $49,818Liabilities 2018: $0Net Assets 2018: $49,8182018Assets 2019: $65,215Liabilities 2019: $0Net Assets 2019: $65,2152019Assets 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities-
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth2nd percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $65,244Expenses 2011: $49,026Net Income 2011: $16,2182011Revenue 2012: $84,460Expenses 2012: $51,930Net Income 2012: $32,5302012Revenue 2013: $96,643Expenses 2013: $76,079Net Income 2013: $20,5642013Revenue 2015: $248,075Expenses 2015: $248,075Net Income 2015: $02015Revenue 2016: $255,777Expenses 2016: $255,777Net Income 2016: $02016Revenue 2017: $341,751Expenses 2017: $341,751Net Income 2017: $02017Revenue 2018: $495,805Expenses 2018: $471,961Net Income 2018: $23,8442018Revenue 2019: $382,321Expenses 2019: $366,998Net Income 2019: $15,3232019Revenue 2020: $1,169Expenses 2020: $67,079Net Income 2020: -$65,9102020

Highlighted filing

2020

Revenue$1,169
Expenses$67,079
Net Income-$65,910
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$1,169
Expenses
$67,079
Net income
-$65,910
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.01$0.67$0.66
2019Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$3.82$3.67$0.15
2018Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$4.96$4.72$0.24
2017Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$3.42$3.42$0.00
2016Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$2.56$2.56$0.00
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$2.48$2.48$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.00$0.50$0.97$0.76$0.21
2012Summary only. Only limited summary data is available for this year.$0.50$0.38$0.12$0.84$0.52$0.33
2011Summary only. Only limited summary data is available for this year.$0.37$0.00$0.37$0.65$0.49$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Sep 21, 2020
Return Version
2019v5.0
Gross Receipts
$1,169
Mission and Program Overview

Mission

Building balanced leaders for the world's communities.

Program Services

DescriptionGrantsExpenses
Operations of dormant group wrapped up this year (returning housing deposits and paying utilities and partial rent). All operations have ceased. Final tax return.$64,868-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chuck StegmanVP Of FinancePT$0--
Sam AbramsPresidentPT$0--
Rudi SkowronskiVP RlcPT$0--
Ashu BajpaiVP Of RecruitPT$0--
James EstrebraVP ProgrammingPT$0--
Ryan AcklesVP CommPT$0--
Max SullivanChaplainPT$0--
Dylan KahlerVP Of Mbr DevPT$0--
Filing and Contact Details

Filer

Filer Name
Sigma Phi Epsilon Fraternity
EIN
94-2965674
Phone
4157227580
Address
PO Box 40044, Berkeley, CA 94704

Signing Officer

Name
Chuck Stegman
Title
VP of Finance
Signed
2020-09-21
Discuss with paid preparer
Yes

Preparer

Firm
Deziree Bautista CPA
Address
1342 Kansas Cir, Concord, CA 94521
Preparer
Deziree Bautista CPA
Phone
9252321098
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Chapter Investment Fund $20640”

Other Expenses.2

“Domain name $109”

Other Expenses.3

“Taxes and licenses $10”

Raw XML Appendix150 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Chuck Stegman
IRS990EZ/BooksInCareOfDetail/PhoneNum04157227580
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 40044
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Berkeley
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094704
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt065215
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-65910
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02092
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt065215
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt01169
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00309
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0208
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0961
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt065215
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt065215
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OccupancyRentUtltsAndMaintAmt044228
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Chuck Stegman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sam Abrams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Rudi Skowronski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ashu Bajpai
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4James Estrebra
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Ryan Ackles
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Max Sullivan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Dylan Kahler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VP of Finance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP RLC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP of Recruit
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Programming
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5vp comm
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6chaplain
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP of Mbr Dev
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0695
IRS990EZ/OtherExpensesTotalAmt020759
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Building balanced leaders for the world's communities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Operations of dormant group wrapped up this year (returning housing deposits and paying utilities and partial rent). All operations have ceased. Final tax return.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt064868
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt067079
IRS990EZ/TotalProgramServiceExpensesAmt064868
IRS990EZ/TotalRevenueAmt01169
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0false
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Chapter Investment Fund
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02020-03-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0540379370
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt020640
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(c)(7)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0FMV
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0310 South Boulevard
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0Richmond
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0VA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd023220
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Chapter Investment Fund $20640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Domain name $109
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Taxes and licenses $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
ReturnHeader/BuildTS02022-02-16 14:24:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Chuck Stegman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP of Finance
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sigma Phi Epsilon Fraternity
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0California Alpha Chapter
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0942965674
ReturnHeader/Filer/PhoneNum04157227580
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 40044
ReturnHeader/Filer/USAddress/CityNm0Berkeley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094704
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0842057741
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Deziree Bautista CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01342 Kansas Cir
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Concord
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094521
ReturnHeader/PreparerPersonGrp/PhoneNum09252321098
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Deziree Bautista CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-09-21T10:39:47-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-08-01
ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

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