Civic Intelligence

Sigma Phi Epsilon Fraternity Inc

EIN 95-6149972 • 501(c)7 • Carlsbad, CA

Profile

College Social Fraternity

6973 Ammonite PlaceCarlsbad, CA 92009
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 2024

Liabilities / Revenue

58th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2024

Net Margin

22nd percentile

-11%

Higher net margin than 22% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2024

Asset Growth

4th percentile

-100%

Faster asset growth than 4% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

21%

Faster revenue growth than 78% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $6,511 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $6,511 (-100%) from 2023

Operations
Liabilities / Revenue58th percentileNet Margin22nd percentile

Revenue

Up

$59,013

Up $10,343 (+21%) from 2023

Expenses

Up

$65,524

Up $22,851 (+54%) from 2023

Net Income

Down

-$6,511

Down $12,508 (-209%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth4th percentile

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

$100K$50K$0Assets 2011: $58,089Liabilities 2011: $02011Assets 2012: $89,260Liabilities 2012: $02012Assets 2013: $73,591Liabilities 2013: $02013Assets 2014: $34,369Liabilities 2014: $02014Assets 2015: $44,363Liabilities 2015: $02015Assets 2016: $48,098Liabilities 2016: $02016Assets 2017: $53,722Liabilities 2017: $02017Assets 2018: $54,850Liabilities 2018: $02018Assets 2019: $22,744Liabilities 2019: $02019Assets 2020: $21,272Liabilities 2020: $02020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $514Liabilities 2022: $0Net Assets 2022: $5142022Assets 2023: $6,511Liabilities 2023: $0Net Assets 2023: $6,5112023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $154,337Expenses 2011: $153,456Net Income 2011: $8812011Revenue 2012: $192,397Expenses 2012: $161,226Net Income 2012: $31,1712012Revenue 2013: $136,718Expenses 2013: $152,387Net Income 2013: -$15,6692013Revenue 2014: $195,724Expenses 2014: $218,978Net Income 2014: -$23,2542014Revenue 2015: $123,559Expenses 2015: $113,565Net Income 2015: $9,9942015Revenue 2016: $142,025Expenses 2016: $138,290Net Income 2016: $3,7352016Revenue 2017: $162,069Expenses 2017: $156,445Net Income 2017: $5,6242017Revenue 2018: $139,066Expenses 2018: $137,938Net Income 2018: $1,1282018Revenue 2019: $95,760Expenses 2019: $127,866Net Income 2019: -$32,1062019Revenue 2020: $3,831Expenses 2020: $5,303Net Income 2020: -$1,4722020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $22,916Expenses 2022: $22,402Net Income 2022: $5142022Revenue 2023: $48,670Expenses 2023: $42,673Net Income 2023: $5,9972023Revenue 2024: $59,013Expenses 2024: $65,524Net Income 2024: -$6,5112024

Highlighted filing

2024

Revenue$59,013
Expenses$65,524
Net Income-$6,511
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$59,013
Expenses
$65,524
Net income
-$6,511
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.59$0.66$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.49$0.43$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.23$0.22$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2020Summary only. Only limited summary data is available for this year.$0.21$0.00$0.04$0.05$0.01
2019Summary only. Only limited summary data is available for this year.$0.23$0.00$0.96$1.28$0.32
2018Summary only. Only limited summary data is available for this year.$0.55$0.00$1.39$1.38$0.01
2017Summary only. Only limited summary data is available for this year.$0.54$0.00$1.62$1.56$0.06
2016Summary only. Only limited summary data is available for this year.$0.48$0.00$1.42$1.38$0.04
2015Summary only. Only limited summary data is available for this year.$0.44$0.00$1.24$1.14$0.10
2014Summary only. Only limited summary data is available for this year.$0.34$0.00$1.96$2.19$0.23
2013Summary only. Only limited summary data is available for this year.$0.74$0.00$1.37$1.52$0.16
2012Summary only. Only limited summary data is available for this year.$0.89$0.00$1.92$1.61$0.31
2011Summary only. Only limited summary data is available for this year.$0.58$0.00$1.54$1.53$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 20, 2025
Return Version
2024v5.0
Gross Receipts
$59,013
Mission and Program Overview

Mission

College Social Fraternity

Program Services

DescriptionGrantsExpenses
Are a Chapter of the National Fraternity, Sigma Phi Epsilon--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert TrovatenAlumni Volunteer-$0--
Jackson MartinPresident8PT$0--
Nathan KostenkoVice PresidentPT$0--
Nash NaikTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Sigma Phi Epsilon Fraternity Inc
EIN
95-6149972
Phone
7604485359
Address
6973 Ammonite Place, Carlsbad, CA 92009

Signing Officer

Name
Robert Trovaten
Title
Alumni Volunteer
Phone
7604485359
Signed
2025-08-20
Raw XML Appendix120 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/BenefitsPaidToOrForMembersAmt065524
IRS990EZ/BooksInCareOfDetail/PersonNm0Robert Trovaten
IRS990EZ/BooksInCareOfDetail/PhoneNum07604485359
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06973 Ammonite Place
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Carlsbad
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092009
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06511
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-6511
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06511
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt059013
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum00309
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt059013
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06511
IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06511
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt26
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt36
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Robert Trovaten
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jackson Martin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Nathan Kostenko
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Nash Naik
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Alumni Volunteer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President8
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0College Social Fraternity
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Are a Chapter of the National Fraternity, Sigma Phi Epsilon
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt065524
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt059013
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationOtherDesc0College Social Fraternity
IRS990EZ/TypeOfOrganizationOtherInd0X
ReasonableCauseExplanation/ExplanationTxt0Form 8868 filed
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Trovaten
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Alumni Volunteer
ReturnHeader/BusinessOfficerGrp/PhoneNum07604485359
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA PHI EPSILON FRATERNITY INC
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0956149972
ReturnHeader/Filer/PhoneNum07604485359
ReturnHeader/Filer/USAddress/AddressLine1Txt06973 Ammonite Place
ReturnHeader/Filer/USAddress/CityNm0Carlsbad
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092009
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-08-20T18:48:31-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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