Civic Intelligence

Sigma Pi Fraternity - Eta Delta Chapter

990EZ • Fiscal year 2017 • EIN 94-3139124

Jul 01, 2016 to Jun 30, 2017 • Filed on Jul 14, 2017

Organization ProfileWWW.CPSIGMAPI.COM
543 Lawrence DriveSan Luis Obispo, CA 93401

(805) 756-6625

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.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

53rd percentile

0.00x

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

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Net Margin

47th percentile

2.2%

Higher net margin than 47% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Asset Growth

65th percentile

8.1%

Faster asset growth than 65% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

66th percentile

7.8%

Faster revenue growth than 66% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$33,414

Up $2,508 (+8.1%) from 2016

Net Assets

$33,414

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin47th percentile

Revenue

Up

$113,350

Up $8,194 (+7.8%) from 2016

Expenses

Up

$110,842

Up $7,255 (+7.0%) from 2016

Net Income

Up

$2,508

Up $939 (+60%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$100K$50K$0Assets 2009: $5,553Liabilities 2009: $02009Assets 2010: $10,822Liabilities 2010: $02010Assets 2011: $8,940Liabilities 2011: $02011Assets 2012: $13,980Liabilities 2012: $02012Assets 2013: $16,767Liabilities 2013: $02013Assets 2014: $17,660Liabilities 2014: $02014Assets 2015: $29,337Liabilities 2015: $02015Assets 2016: $30,906Liabilities 2016: $02016Assets 2017: $33,414Liabilities 2017: $0Net Assets 2017: $33,4142017Assets 2018: $63,274Liabilities 2018: $0Net Assets 2018: $63,2742018Assets 2019: $79,215Net Assets 2019: $79,2152019Assets 2020: $90,082Net Assets 2020: $90,0822020Assets 2021: $69,653Net Assets 2021: $69,6532021Assets 2022: $74,635Net Assets 2022: $74,6352022Assets 2023: $90,347Liabilities 2023: $0Net Assets 2023: $90,3472023Assets 2024: $73,306Liabilities 2024: $0Net Assets 2024: $73,3062024

Highlighted filing

2017

Assets$33,414
Liabilities$0
Net Assets$33,414
Open 2017 Filing

Operations Trend

Revenue Growth66th percentile

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

$300K$200K$100K$0-$100KRevenue 2009: $51,120Expenses 2009: $46,973Net Income 2009: $4,1472009Revenue 2010: $49,473Expenses 2010: $44,204Net Income 2010: $5,2692010Revenue 2011: $51,165Expenses 2011: $53,047Net Income 2011: -$1,8822011Revenue 2012: $52,281Expenses 2012: $47,421Net Income 2012: $4,8602012Revenue 2013: $85,857Expenses 2013: $83,070Net Income 2013: $2,7872013Revenue 2014: $78,394Expenses 2014: $77,502Net Income 2014: $8922014Revenue 2015: $92,047Expenses 2015: $80,370Net Income 2015: $11,6772015Revenue 2016: $105,156Expenses 2016: $103,587Net Income 2016: $1,5692016Revenue 2017: $113,350Expenses 2017: $110,842Net Income 2017: $2,5082017Revenue 2018: $124,548Expenses 2018: $94,688Net Income 2018: $29,8602018Revenue 2019: $115,158Expenses 2019: $99,217Net Income 2019: $15,9412019Revenue 2020: $90,861Expenses 2020: $79,994Net Income 2020: $10,8672020Revenue 2021: $46,906Expenses 2021: $67,335Net Income 2021: -$20,4292021Revenue 2022: $175,969Expenses 2022: $170,987Net Income 2022: $4,9822022Revenue 2023: $219,001Expenses 2023: $203,289Net Income 2023: $15,7122023Revenue 2024: $212,918Expenses 2024: $229,959Net Income 2024: -$17,0412024

Highlighted filing

2017

Revenue$113,350
Expenses$110,842
Net Income$2,508
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jul 14, 2017
Return Version
2016v3.0
Gross Receipts
$119,285
Mission and Program Overview

Mission

The organization is a local chapter of national collegiate social fraternity whose purpose is to provide meals, housing and social programs for the local social fraternity members.

Program Services

DescriptionGrantsExpenses
PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS TO THE LOCAL SOCIAL FRATERNITY MEMBERS - A TOTAL OF 86 MEMBERS FOR THE YEAR.$0$0
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COLE GRIGSBYPresident-$0--
JAMES LOSACKVice-President-$0--
TODD ALTSHULERTreasurer-$0--
JONATHON SCOTTSecretary-$0--
DEVIN MERKERSergeant At Arms-$0--
CHRISTIAN STEVENSONHerald-$0--
SCOTT TUCKERChapter Director-$0--
Filing and Contact Details

Filer

Filer Name
Sigma Pi Fraternity - Eta Delta Chapter
EIN
94-3139124
Phone
8057566625
Address
543 LAWRENCE DRIVE, SAN LUIS OBISPO, CA 93401

Signing Officer

Name
Scott Tucker
Title
Chapter Director
Phone
8057566625
Signed
2017-07-14
Discuss with paid preparer
Yes

Preparer

Firm
Omega Financial Inc
Address
1242 6TH AVENUE, COLUMBUS, GA 31901
Preparer
Melanie Powell CPA
Phone
7065710083
Supplemental Narrative

Additional Explanations

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

“Description: conferences & conventions. Amount: 2,143. Description: legal fees. Amount: 350. Description: chapter dues/fees. Amount: 32,515. Description: chapter operations. Amount: 55,770. Description: travel. Amount: 7,011. Total to form 990-ez, line 16: 97,789.”

Raw XML Appendix138 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/BusinessNameLine1Txt0SCOTT TUCKER
IRS990EZ/BooksInCareOfDetail/PhoneNum08057566625
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0543 LAWRENCE DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN LUIS OBISPO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093401
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030906
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033414
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt02508
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06817
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030906
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033414
IRS990EZ/FundraisingGrossIncomeAmt06495
IRS990EZ/GrossReceiptsAmt0119285
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0112790
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030906
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033414
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030906
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033414
IRS990EZ/OccupancyRentUtltsAndMaintAmt06204
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0COLE GRIGSBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES LOSACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TODD ALTSHULER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JONATHON SCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DEVIN MERKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHRISTIAN STEVENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SCOTT TUCKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SERGEANT AT ARMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5HERALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CHAPTER DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt097789
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION IS A LOCAL CHAPTER OF NATIONAL COLLEGIATE SOCIAL FRATERNITY WHOSE PURPOSE IS TO PROVIDE MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS.
IRS990EZ/PrintingPublicationsPostageAmt032
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS TO THE LOCAL SOCIAL FRATERNITY MEMBERS - A TOTAL OF 86 MEMBERS FOR THE YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt05935
IRS990EZ/SpecialEventsNetIncomeLossAmt0560
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0110842
IRS990EZ/TotalRevenueAmt0113350
IRS990EZ/TypeOfOrganizationOtherDesc0FRATERNITY
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CPSIGMAPI.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: CONFERENCES & CONVENTIONS. AMOUNT: 2,143. DESCRIPTION: LEGAL FEES. AMOUNT: 350. DESCRIPTION: CHAPTER DUES/FEES. AMOUNT: 32,515. DESCRIPTION: CHAPTER OPERATIONS. AMOUNT: 55,770. DESCRIPTION: TRAVEL. AMOUNT: 7,011. TOTAL TO FORM 990-EZ, LINE 16: 97,789.
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT TUCKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAPTER DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08057566625
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA PI FRATERNITY - ETA DELTA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0943139124
ReturnHeader/Filer/PhoneNum08057566625
ReturnHeader/Filer/USAddress/AddressLine1Txt0543 LAWRENCE DRIVE
ReturnHeader/Filer/USAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093401
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId098E1BCF2646F9B7A3783EFE7E29D9676FD8635E3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId098E1BCF2646F9B7A3783EFE7E29D9676FD8635E3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.16.129.11
ReturnHeader/FilingSecurityInformation/IPDt02017-07-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:57:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582096979
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OMEGA FINANCIAL INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01242 6TH AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd031901
ReturnHeader/PreparerPersonGrp/PhoneNum07065710083
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELANIE POWELL CPA
ReturnHeader/ReturnTs02017-07-26T07:56:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,414
Liabilities
$0
Net assets
$33,414
Revenue
$113,350
Expenses
$110,842
Net income
$2,508
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$2.13$2.30$0.17
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$2.19$2.03$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.75$0.75$1.76$1.71$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.70$0.70$0.47$0.67$0.20
2020Detailed filing. Detailed filing data is available for this year.$0.90$0.90$0.91$0.80$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.79$0.79$1.15$0.99$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$1.25$0.95$0.30
2017Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$1.13$1.11$0.03
2016Summary only. Only limited summary data is available for this year.$0.31$0.00$1.05$1.04$0.02
2015Summary only. Only limited summary data is available for this year.$0.29$0.00$0.92$0.80$0.12
2014Summary only. Only limited summary data is available for this year.$0.18$0.00$0.78$0.78$0.01
2013Summary only. Only limited summary data is available for this year.$0.17$0.00$0.86$0.83$0.03
2012Summary only. Only limited summary data is available for this year.$0.14$0.00$0.52$0.47$0.05
2011Summary only. Only limited summary data is available for this year.$0.09$0.00$0.51$0.53$0.02
2010Summary only. Only limited summary data is available for this year.$0.11$0.00$0.49$0.44$0.05
2009Summary only. Only limited summary data is available for this year.$0.06$0.00$0.51$0.47$0.04