Civic Intelligence

Sigma Phi Epsilon Fraternity Inc

990 • Fiscal year 2018 • EIN 94-2965674

Aug 01, 2017 to Jul 31, 2018 • Filed on Nov 06, 2018

Organization ProfileN/A
2728 Channing WayBerkeley, CA 94704

(818) 665-5533

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.00x

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Net Margin

57th percentile

4.8%

Higher net margin than 57% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Asset Growth

100th percentile

4981700%

Faster asset growth than 100% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

92nd percentile

45%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$49,818

Up $49,817 (+4981700%) from 2017

Net Assets

Up

$49,818

Up $49,818 from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin57th percentile

Revenue

Up

$495,805

Up $154,054 (+45%) from 2017

Expenses

Up

$471,961

Up $130,210 (+38%) from 2017

Net Income

Up

$23,844

Up $23,844 from 2017

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$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

2018

Assets$49,818
Liabilities$0
Net Assets$49,818
Open 2018 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$495,805
Expenses$471,961
Net Income$23,844
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Nov 6, 2018
Return Version
2017v2.2
Gross Receipts
$495,805
Mission and Program Overview

Mission

Building balanced leaders for the world's communities.

A local membership fraternity of students who attend the University of California, Berkeley.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$32,517-
Savings and Temporary Cash Investments-$17,301-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$0$49,818▲ $49,818
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets-$49,818-
Total Net Assets Fund Balance$0$49,818▲ $49,818
Total Liabilities and Net Assets / Fund Balance$0$49,818▲ $49,818
Compensation and Service Providers
Top Officer Pay93rd percentile

Board Members and Trustees

NameTitle
Ryan O'GormanPresident
Harley PattonChaplain
Eric HernandezVP of Comm
Andrew StahlhuthVP of Finance
Brandon FooVP of Mbr Dev
Jack CampbellVP of Prog
Jerome AndresVP of Recruit
Tyler ChenVP of RLC
Revenue and Support

Revenue Composition

Contributions and Grants
$119,779
Program Service Revenue
$360,270
Investment Income
$756
Other Revenue
$15,000
Change in Net Assets
$23,844
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$471,961
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$337,476
All Other Expenses---$34,722
Other Expenses---$16,914
Fees for Service Investment Mgmnt Fees---$138
Total Functional Expenses$0$0$0$471,961
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The VP of Finance reviews a copy of the 990 before it is filed.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The governing documents and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Sigma Phi Epsilon Fraternity
EIN
94-2965674
Phone
8186655533
Address
2728 Channing Way, Berkeley, CA 94704

Signing Officer

Name
Andrew Stahlhuth
Title
VP of Finance
Signed
2018-11-06
Discuss with paid preparer
Yes

Organization Details

Formed
1910
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
MANN URRUTIA NELSON CPAs & ASSOC LLP
Address
2901 Douglas Blvd Suite 290, Roseville, CA 95661-3824
Preparer
Michelle O Nelson CPA
Phone
9167744208
Raw XML Appendix344 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt6VP of Comm
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP of Mbr Dev
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Andrew Stahlhuth
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP of Finance
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sigma Phi Epsilon Fraternity
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0California Alpha Chapter
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0942965674
ReturnHeader/Filer/PhoneNum08186655533
ReturnHeader/Filer/USAddress/AddressLine1Txt02728 Channing Way
ReturnHeader/Filer/USAddress/CityNm0Berkeley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094704
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200276349
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MANN URRUTIA NELSON CPAs & ASSOC LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02901 Douglas Blvd Suite 290
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Roseville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0956613824
ReturnHeader/PreparerPersonGrp/PhoneNum09167744208
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michelle O Nelson CPA
ReturnHeader/ReturnTs02018-11-06T15:59:29-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,818
Liabilities
$0
Net assets
$49,818
Revenue
$495,805
Expenses
$471,961
Net income
$23,844
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