Civic Intelligence

Delta Sigma Phi Fraternity Inc

990EZ • Fiscal year 2021 • EIN 95-6102168

Jul 01, 2020 to Jun 30, 2021 • Filed on May 12, 2022

200 East Carrillo Street No 303Santa Barbara, CA 93101

(805) 963-1837

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

52nd percentile

0.00x

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

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Net Margin

91st percentile

43%

Higher net margin than 91% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

80th percentile

26%

Faster asset growth than 80% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

45th percentile

1.4%

Faster revenue growth than 45% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$264,584

Up $54,542 (+26%) from 2020

Net Assets

$264,584

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$126,000

Up $1,732 (+1.4%) from 2020

Expenses

Down

$71,458

Down $57,017 (-44%) from 2020

Net Income

Up

$54,542

Up $58,749 (+1396%) from 2020

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $503,978Liabilities 2011: $30,000Net Assets 2011: $473,9782011Assets 2012: $496,812Liabilities 2012: $11,7402012Assets 2013: $444,021Liabilities 2013: $8,390Net Assets 2013: $435,6312013Assets 2014: $429,447Liabilities 2014: $16,800Net Assets 2014: $412,6472014Assets 2015: $411,092Liabilities 2015: $4,800Net Assets 2015: $406,2922015Assets 2016: $415,222Liabilities 2016: $0Net Assets 2016: $415,2222016Assets 2017: $322,680Liabilities 2017: $0Net Assets 2017: $322,6802017Assets 2018: $280,005Liabilities 2018: $02018Assets 2019: $240,493Liabilities 2019: $26,244Net Assets 2019: $214,2492019Assets 2020: $210,042Liabilities 2020: $02020Assets 2021: $264,584Liabilities 2021: $0Net Assets 2021: $264,5842021Assets 2022: $362,689Liabilities 2022: $0Net Assets 2022: $362,6892022Assets 2023: $498,088Liabilities 2023: $0Net Assets 2023: $498,0882023Assets 2024: $603,989Liabilities 2024: $0Net Assets 2024: $603,9892024

Highlighted filing

2021

Assets$264,584
Liabilities$0
Net Assets$264,584

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $74,342Expenses 2011: $61,313Net Income 2011: $13,0292011Revenue 2012: $98,172Expenses 2012: $87,078Net Income 2012: $11,0942012Revenue 2013: $30,461Expenses 2013: $79,902Net Income 2013: -$49,4412013Revenue 2014: $65,018Expenses 2014: $88,002Net Income 2014: -$22,9842014Revenue 2015: $75,475Expenses 2015: $81,830Net Income 2015: -$6,3552015Revenue 2016: $103,369Expenses 2016: $94,439Net Income 2016: $8,9302016Revenue 2017: $60,483Expenses 2017: $153,025Net Income 2017: -$92,5422017Revenue 2018: $23,065Expenses 2018: $65,740Net Income 2018: -$42,6752018Revenue 2019: $77,503Expenses 2019: $143,259Net Income 2019: -$65,7562019Revenue 2020: $124,268Expenses 2020: $128,475Net Income 2020: -$4,2072020Revenue 2021: $126,000Expenses 2021: $71,458Net Income 2021: $54,5422021Revenue 2022: $197,000Expenses 2022: $98,895Net Income 2022: $98,1052022Revenue 2023: $140,687Expenses 2023: $5,288Net Income 2023: $135,3992023Revenue 2024: $153,318Expenses 2024: $47,417Net Income 2024: $105,9012024

Highlighted filing

2021

Revenue$126,000
Expenses$71,458
Net Income$54,542
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 12, 2022
Return Version
2020v4.2
Gross Receipts
$126,000
Mission and Program Overview

Mission

To unite together and provide a home for a group of academically and socially-minded students at california polytechnic state university - san luis obispo. To build, acquire, own, exchange, operate, lease, rent or otherwise control a fraternity house in the vicinity of the california polytechnic state university at san luis obispo campus.

To unite together and provide a home for a group of academically and socially-minded students at california polytechnic state university - san luis obispo. To build, acquire, own, exchange, operate, lease, rent or otherwise control a student housing in the vicinity of the california polytechnic state university at san luis obispo campus.

Program Services

DescriptionGrantsExpenses
RENTAL OF STUDENT HOUSING TO A GROUP OF ACADEMICALLY AND SOCIALLY MINDED STUDENTS AT CALIFORNIA POLYTECHNIC STATE UNIVERSITY, SAN LUIS OBISPO.$0$67,959
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHON MONFORTPresident/Secretary-$0--
CHRISTOPHER HARDYTreasurer-$0--
WILLIAM BRADLEYVP HousingPT$0--
RAYMOND CALANDEAlumni Association Preside-$0--
NOEL SHUTTChapter Advisor-$0--
Filing and Contact Details

Filer

Filer Name
Delta Sigma Phi Fraternity Inc
EIN
95-6102168
Phone
8059631837
Address
200 EAST CARRILLO STREET NO 303, SANTA BARBARA, CA 93101

Signing Officer

Name
Christopher Hardy
Title
Treasurer
Phone
8059631837
Signed
2022-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Hutchinson & Bloodgood Llp
Address
200 EAST CARRILLO STREET SUITE 303, SANTA BARBARA, CA 93101
Preparer
Catherine Macaulay
Phone
8059631837
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: general purpose. Grantee name: delta sigma phi foundation. Grantee address: 2960 north meridian street, ste 190 indianapolis, in 46208. Grantee relationship: none. Date of gift: 12/30/20. Amount given: 1,000.

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 10,620. Description: other expenses. Amount: 35,918. Total to form 990-ez, line 14: 46,538.

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

Description: insurance. Amount: 8,880. Description: property management fee. Amount: 6,300. Description: bank fees. Amount: 55. Description: property tax. Amount: 3,861. Description: postage. Amount: 13. Total to form 990-ez, line 16: 19,109.

Form 990-ez, Part II, Line 24 - Other Assets

Description: due from ftb. Beg. Of year amount: 2,523. End of year amount: 2,523. Description: other depreciable assets. Beg. Of year amount: 29,391. End of year amount: 29,487.

Raw XML Appendix135 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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IRS990EZ/BooksInCareOfDetail/PersonNm0CHRISTOPHER HARDY
IRS990EZ/BooksInCareOfDetail/PhoneNum08059631837
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0200 EAST CARRILLO STREET SUITE 303
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA BARBARA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093101
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt072769
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt01000
IRS990EZ/GrossReceiptsAmt0126000
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00588
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt0105359
IRS990EZ/LandAndBuildingsGrp/EOYAmt097643
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0210042
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0264584
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0210042
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0264584
IRS990EZ/OccupancyRentUtltsAndMaintAmt046538
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt26.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JONATHON MONFORT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRISTOPHER HARDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM BRADLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RAYMOND CALANDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NOEL SHUTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP HOUSING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ALUMNI ASSOCIATION PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CHAPTER ADVISOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt032010
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt019109
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO UNITE TOGETHER AND PROVIDE A HOME FOR A GROUP OF ACADEMICALLY AND SOCIALLY-MINDED STUDENTS AT CALIFORNIA POLYTECHNIC STATE UNIVERSITY - SAN LUIS OBISPO. TO BUILD, ACQUIRE, OWN, EXCHANGE, OPERATE, LEASE, RENT OR OTHERWISE CONTROL A STUDENT HOUSING IN THE VICINITY OF THE CALIFORNIA POLYTECHNIC STATE UNIVERSITY AT SAN LUIS OBISPO CAMPUS.
IRS990EZ/ProgramServiceRevenueAmt0126000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RENTAL OF STUDENT HOUSING TO A GROUP OF ACADEMICALLY AND SOCIALLY MINDED STUDENTS AT CALIFORNIA POLYTECHNIC STATE UNIVERSITY, SAN LUIS OBISPO.
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TotalProgramServiceExpensesAmt067959
IRS990EZ/TotalRevenueAmt0126000
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CALPOLYDELTASIGALUMNI.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: GENERAL PURPOSE. GRANTEE NAME: DELTA SIGMA PHI FOUNDATION. GRANTEE ADDRESS: 2960 NORTH MERIDIAN STREET, STE 190 INDIANAPOLIS, IN 46208. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 12/30/20. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPRECIATION. AMOUNT: 10,620. DESCRIPTION: OTHER EXPENSES. AMOUNT: 35,918. TOTAL TO FORM 990-EZ, LINE 14: 46,538.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INSURANCE. AMOUNT: 8,880. DESCRIPTION: PROPERTY MANAGEMENT FEE. AMOUNT: 6,300. DESCRIPTION: BANK FEES. AMOUNT: 55. DESCRIPTION: PROPERTY TAX. AMOUNT: 3,861. DESCRIPTION: POSTAGE. AMOUNT: 13. TOTAL TO FORM 990-EZ, LINE 16: 19,109.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: DUE FROM FTB. BEG. OF YEAR AMOUNT: 2,523. END OF YEAR AMOUNT: 2,523. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 29,391. END OF YEAR AMOUNT: 29,487.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
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.
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER HARDY
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ReturnHeader/BusinessOfficerGrp/PhoneNum08059631837
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DELTA SIGMA PHI FRATERNITY INC
ReturnHeader/Filer/BusinessNameControlTxt0DELT
ReturnHeader/Filer/EIN0956102168
ReturnHeader/Filer/PhoneNum08059631837
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 EAST CARRILLO STREET NO 303
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0950858589
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUTCHINSON & BLOODGOOD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 EAST CARRILLO STREET SUITE 303
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093101
ReturnHeader/PreparerPersonGrp/PhoneNum08059631837
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE MACAULAY
ReturnHeader/ReturnTs02022-05-12T19:39:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRISTOPHER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARDY
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$1.53$0.47$1.06
2023Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$1.41$0.05$1.35
2022Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$1.97$0.99$0.98
2021Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$1.26$0.71$0.55
2020Summary only. Only limited summary data is available for this year.$2.10$0.00$1.24$1.28$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.40$0.26$2.14$0.78$1.43$0.66
2018Summary only. Only limited summary data is available for this year.$2.80$0.00$0.23$0.66$0.43
2017Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.60$1.53$0.93
2016Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$1.03$0.94$0.09
2015Detailed filing. Detailed filing data is available for this year.$4.11$0.05$4.06$0.75$0.82$0.06
2014Detailed filing. Detailed filing data is available for this year.$4.29$0.17$4.13$0.65$0.88$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.44$0.08$4.36$0.30$0.80$0.49
2012Summary only. Only limited summary data is available for this year.$4.97$0.12$0.98$0.87$0.11
2011Summary only. Only limited summary data is available for this year.$5.04$0.30$4.74$0.74$0.61$0.13