Civic Intelligence

Sigma Phi Epsilon Fraternity Inc

990EZ • Fiscal year 2021 • EIN 95-6149972

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 16, 2022

Organization Profile
6973 Ammonite PlaceCarlsbad, CA 92009

(760) 448-5359

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2021

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

Asset Growth

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

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

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $21,272 (-100%) from 2020

Net Assets

$0

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $3,831 (-100%) from 2020

Expenses

Down

$0

Down $5,303 (-100%) from 2020

Net Income

Up

$0

Up $1,472 (+100%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$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

2021

Assets$0
Liabilities$0
Net Assets$0
Open 2021 Filing

Operations Trend

Revenue Growth1st percentile

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

2021

Revenue$0
Expenses$0
Net Income$0
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 16, 2022
Return Version
2021v4.0
Gross Receipts
$0
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 Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert TrovatenAlumni VolunteerPT$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
2022-07-16
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 20

“Previously reported Chapter Investment/Scholarship Fund turned over to the Sigma Phi Epsilon Education Foundation in June 2021. This was as voted on by all Fraternity Chapters.”

Form 990-EZ, Part IV

“The Chapter ceased operation when the university placed all programs on line in 2020 due to the Covid Pandemic. It is now, 2022 beginning to recruit new members and should be operational by the Fall of 2022.”

Raw XML Appendix112 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/BenefitsPaidToOrForMembersAmt00
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/BOYAmt021272
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt00
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021272
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum00309
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021272
IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021272
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Robert Trovaten
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Alumni Volunteer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-21272
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/TotalExpensesAmt00
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationOtherDesc0College Social Fraternity
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Previously reported Chapter Investment/Scholarship Fund turned over to the Sigma Phi Epsilon Education Foundation in June 2021. This was as voted on by all Fraternity Chapters.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Chapter ceased operation when the university placed all programs on line in 2020 due to the Covid Pandemic. It is now, 2022 beginning to recruit new members and should be operational by the Fall of 2022.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part IV
ReasonableCauseExplanation/ExplanationTxt0Form 8868 Application for Automatic Extension filed and accepted.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Trovaten
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Alumni Volunteer
ReturnHeader/BusinessOfficerGrp/PhoneNum07604485359
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA PHI EPSILON FRATERNITY INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CA Delta Chapter
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/ReturnTs02022-07-15T15:22:43-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$0
Net income
$0
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