Civic Intelligence

California Delta Alumni of Sigma Phi Epsilon Inc

EIN 95-2091815 • 501(c)7 • Carlsbad, CA

Profile

Legal entity to hold title, maintain and manage property rented to the undergraduate members at San Diego State University.

6973 Ammonite PlaceCarlsbad, CA 92009
Siviq Scores

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

Liabilities / Assets

79th percentile

0.52x

Higher debt load relative to assets than 79% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

95th percentile

3.88x

Higher debt load relative to revenue than 95% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Source year 2024

Net Margin

9th percentile

-18%

Higher net margin than 9% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

501(c)7 • $1M-$5M nonprofits • Source year 2024

Asset Growth

20th percentile

-4.1%

Faster asset growth than 20% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

18th percentile

-6.4%

Faster revenue growth than 18% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$1,153,453

Down $49,517 (-4.1%) from 2023

Liabilities

Down

$598,916

Down $22,439 (-3.6%) from 2023

Net Assets

Down

$554,537

Down $27,078 (-4.7%) from 2023

Operations
Liabilities / Revenue95th percentileNet Margin9th percentile

Revenue

Down

$154,236

Down $10,567 (-6.4%) from 2023

Expenses

Up

$181,314

Up $16,950 (+10%) from 2023

Net Income

Down

-$27,078

Down $27,517 (-6268%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

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

$1.5M$1.0M$500K$0Assets 2020: $1,279,077Liabilities 2020: $649,286Net Assets 2020: $629,7912020Assets 2021: $1,235,862Liabilities 2021: $630,696Net Assets 2021: $605,1662021Assets 2022: $1,220,714Liabilities 2022: $639,538Net Assets 2022: $581,1762022Assets 2023: $1,202,970Liabilities 2023: $621,355Net Assets 2023: $581,6152023Assets 2024: $1,153,453Liabilities 2024: $598,916Net Assets 2024: $554,5372024

Highlighted filing

2024

Assets$1,153,453
Liabilities$598,916
Net Assets$554,537
Open 2024 Filing

Operations Trend

Revenue Growth18th percentile

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

$200K$100K$0-$100KRevenue 2020: $68,093Expenses 2020: $113,714Net Income 2020: -$45,6212020Revenue 2021: $143,023Expenses 2021: $167,648Net Income 2021: -$24,6252021Revenue 2022: $163,391Expenses 2022: $187,381Net Income 2022: -$23,9902022Revenue 2023: $164,803Expenses 2023: $164,364Net Income 2023: $4392023Revenue 2024: $154,236Expenses 2024: $181,314Net Income 2024: -$27,0782024

Highlighted filing

2024

Revenue$154,236
Expenses$181,314
Net Income-$27,078
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,153,453
Liabilities
$598,916
Net assets
$554,537
Revenue
$154,236
Expenses
$181,314
Net income
-$27,078
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.60$0.55$0.15$0.18$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.62$0.58$0.16$0.16$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.22$0.64$0.58$0.16$0.19$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.24$0.63$0.61$0.14$0.17$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.28$0.65$0.63$0.07$0.11$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 23, 2025
Return Version
2024v5.0
Gross Receipts
$154,236
Mission and Program Overview

Mission

Legal entity to hold title, maintain and manage property rented to the undergraduate members at San Diego State University.

Legal entity for purpose of holding title to property rented to under graduate members of the fraternity, maintain and manage the property.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,136,330$1,106,400▼ $29,930
Cash and Non-Interest-Bearing Accounts$65,640$47,053▼ $18,587
Prepaid Expenses and Deferred Charges$1,000$0▼ $1,000
Receivable From Disqualified Prsn$0--
Receivables From Officers Etc$0--
Investments Other Securities$0--
Investments Program Related$0--
Investments in Publicly Traded Securities$0--
Intangible Assets$0--
Total Assets$1,202,970$1,153,453▼ $49,517
Other Assets Total$0--
Liabilities
Mortgage Notes Payable Secured by Investment Property$621,355$598,916▼ $22,439
Total Liabilities$621,355$598,916▼ $22,439
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$581,615$554,537▼ $27,078
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$581,615$554,537▼ $27,078
Total Liabilities and Net Assets / Fund Balance$1,202,970$1,153,453▼ $49,517

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,091,400$389,090$1,480,490
Land$15,000-$15,000
Other Land Buildings$0$0$0
Equipment$0$0$0
Leasehold Improvements$0$0$0
Compensation and Service Providers
Top Officer Pay80th percentile

Board Members and Trustees

NameTitle
Robert TrovatenPresident
Ronald SmithVice President
Robert GibbsSecretary
Edward DahlkampTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$153,511
Investment Income
$0
Other Revenue
$725
All Other Contributions
$0
Change in Net Assets
$-27,078
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$181,314
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---$82,848
Depreciation Depletion---$29,930
Interest---$27,961
Fees for Services Management---$18,070
All Other Expenses---$8,745
Insurance---$6,662
Information Technology---$4,598
Payments to Affiliates---$2,500
Total Functional Expenses$0$0$0$181,314
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Business relationship with 35% controlled entity
No
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, Section A, Line 6

“All are fraternity members; robert Gibbs 4655 Maryland St.San Diego 92116, Edward Dahlkamp 2525 Jackson San Diego 92101, Ronald Smith 1237 Laura Lane Escondido 92025”

Form 990, Part VI, Section A, Line 9

“See Part VII Section A Robert Gibbs 4655 Maryland San Diego 92116, Edward Dahlkmp 2525 Jackson San Diego 92101, Ronald Smith 1237 Laura Lane Escondido 92025”

Form 990, Part VI, Section B, Line 11B

“Presented at board meeting”

Form 990, Part VI, Section C, Line 19

“Upon request”

Filing and Contact Details

Filer

Filer Name
California Delta Alumni of Sigma Phi Epsilon Inc
EIN
95-2091815
Phone
7604485359
Address
6973 Ammonite Place, Carlsbad, CA 92009

Signing Officer

Name
Robert Trovaten
Title
President
Phone
7604485359
Signed
2025-10-23

Organization Details

Principal Officer
Robert Trovaten
Formed
1948
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
4
Raw XML Appendix389 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
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IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01106400
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0All are fraternity members; robert Gibbs 4655 Maryland St.San Diego 92116, Edward Dahlkamp 2525 Jackson San Diego 92101, Ronald Smith 1237 Laura Lane Escondido 92025
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1See Part VII Section A Robert Gibbs 4655 Maryland San Diego 92116, Edward Dahlkmp 2525 Jackson San Diego 92101, Ronald Smith 1237 Laura Lane Escondido 92025
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Presented at board meeting
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01202970
IRS990/TotalAssetsEOYAmt01153453
IRS990/TotalAssetsGrp/BOYAmt01202970
IRS990/TotalAssetsGrp/EOYAmt01153453
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0181314
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0621355
IRS990/TotalLiabilitiesEOYAmt0598916
IRS990/TotalLiabilitiesGrp/BOYAmt0621355
IRS990/TotalLiabilitiesGrp/EOYAmt0598916
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0581615
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0554537
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt0153511
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0153511
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt00
IRS990/TotalProgramServiceRevenueAmt0153511
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0154236
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0154236
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01202970
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01153453
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06973 Ammonite Place
IRS990/USAddress/CityNm0Carlsbad
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092009
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd00
ReasonableCauseExplanation/ExplanationTxt0Form 8868 filed and approved for extension to Nov. 15,2025
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Trovaten
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07604485359
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0California Delta Alumni of Sigma Phi Epsilon Inc
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0952091815
ReturnHeader/Filer/PhoneNum07604485359
ReturnHeader/Filer/USAddress/AddressLine1Txt06973 Ammonite Place
ReturnHeader/Filer/USAddress/CityNm0Carlsbad
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092009
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-10-31T15:31:16-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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